Reference

Glossary

One-sentence definitions first, then how each concept works in Salesforce and how Kugamon handles it.

Full entries

Terms with their own page

Co-terming

Co-terming is aligning the end date of a new or added subscription with the end date of a customer's existing contract, so every subscription on the account renews together on one date.

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Quick definitions

CPQ and migration terms

From the migration hub's glossary; each becomes a full entry on the content cadence.

Agentforce Revenue Management: Salesforce’s product suite containing Revenue Cloud Advanced and Revenue Cloud Billing. The umbrella name under which Salesforce now positions its quote-to-cash products.
Apttus: The CPQ and CLM vendor acquired by Thoma Bravo in 2018 that bought Conga in 2020 and took its name. Apttus CPQ is sold today as Conga CPQ; the Salesforce packages keep the Apttus_Config2 and Apttus_Proposal namespaces.
Apttus_Config2: The managed-package namespace of Conga’s Configuration & Pricing package: Product Configuration, Line Item, Price List, Price List Item, Constraint Rule, Asset Line Item, Order.
Apttus_Proposal: The namespace of Conga’s Quote Management package: Quote/Proposal and Proposal Line Item.
Asset (Revenue Cloud Advanced): The core object that holds the install base in Revenue Cloud Advanced. Amendments, renewals and cancellations are asset-based; AssetStatePeriod records each span of consistent quantity, amount and MRR.
Asset Line Item (Conga): Apttus_Config2__AssetLineItem__c — the install base in Conga CPQ: what a customer owns, with dates and pricing.
Attribute-based catalog: Revenue Cloud Advanced’s product model: products defined by attributes and classifications rather than SKU-based bundles. Salesforce lists it as a core difference from Salesforce CPQ.
Big-bang cutover: Moving every user from the old CPQ to the new one on a single date, after a parallel run. The alternative to a phased migration.
Bundle: A product composed of options. In Salesforce CPQ: SBQQ__ProductFeature__c and SBQQ__ProductOption__c. In Conga: Product Option Groups and Components. In RCA: the attribute-based catalog.
Constraint-based configurator: A configurator that resolves a set of constraints to determine valid configurations, as in Revenue Cloud Advanced, versus a rules-based configurator as in Salesforce CPQ.
Contracted price: SBQQ__ContractedPrice__c — an account-specific negotiated price in Salesforce CPQ. Maps to ContractItemPrice in RCA and account-specific pricing in Kugamon.
CPQ: Configure, Price, Quote — software that lets a seller assemble a valid product configuration, price it under the current rules, and produce a quote document.
Discount schedule: SBQQ__DiscountSchedule__c — volume or term discount tiers in Salesforce CPQ. Maps to PriceAdjustmentSchedule in RCA.
End of life: A product is no longer supported or maintained. Salesforce says this has not happened to Salesforce CPQ and no date has been announced.
End of sale: A product is no longer sold to new customers; existing customers keep their licences. Salesforce CPQ has been end of sale since March 2025.
Forsys RevRamp: A partner-built accelerator for migrating catalog, pricing rules and quote data from a legacy CPQ into Agentforce Revenue Management. One of three tools Salesforce names.
IdeaHelix: A Salesforce partner offering an estimator and a migration tool that converts CPQ bundles, pricing rules, quotes, contracts and assets into ARM-native models. Named by Salesforce; listed on AppExchange.
Install base: The set of products each customer currently owns or subscribes to. The one data set that must migrate completely: SBQQ__Subscription__c (Salesforce CPQ), Asset Line Items (Conga), Asset (RCA), Subscription (Kugamon kuga_sub).
kuga_sub: Kugamon’s Subscription Management package: Subscription object, contract roll-ups, asset tracking, automated renewal opportunities, renewal notices, price uplifts.
kugo2p: Kugamon’s Quote-to-Cash package: quotes, orders, invoices, payments, shipments, catalog, tiered and account-specific pricing, tax, payment connectors.
Maintenance phase: Salesforce’s description of Salesforce CPQ’s current state: existing customers receive support and critical fixes; new product innovation is focused on Revenue Cloud Advanced.
Managed package: A Salesforce application installed into an org under a namespace prefix, upgraded by the vendor. Salesforce CPQ (SBQQ), Conga CPQ (Apttus_*) and Kugamon (kugo2p, kuga_sub) are managed packages; Revenue Cloud Advanced is built on core objects instead.
Namespace: The prefix on every object, field and class a managed package adds to an org. Namespaces cannot be renamed, which is why Conga CPQ still uses Apttus_ and Salesforce CPQ still uses SBQQ__.
Native (Salesforce-native): Strictly: every revenue object is a Salesforce record in your org, no external system of record, pricing runs on the platform, standard Products and Price Books, admin-changeable in Setup. Most vendors claim it; few pass all five tests.
Nue: A quote-to-revenue platform for B2B SaaS, founded 2019 in San Francisco, running on its own data store with a Salesforce integration. Pricing not published.
Parallel run: A period when both the old and new CPQ are live and reps quote in both, so totals can be compared before cutover. Typically one quote cycle.
Phased migration: Moving segments (business units, product lines, regions) to the new CPQ one at a time while the old one stays live, rather than a big-bang cutover. The install base should still move in one pass.
Price book: The standard Salesforce objects Pricebook2 and PricebookEntry that hold list prices. Salesforce CPQ and Kugamon price from them; Conga CPQ uses its own Price List objects instead.
Price List (Conga): Apttus_Config2__PriceList__c / PriceListItem__c — Conga CPQ’s own pricing objects, used instead of standard Price Books.
Price rule: SBQQ__PriceRule__c — a conditional price change in Salesforce CPQ. Maps to pricing procedures in RCA and tiered/account pricing in Kugamon.
Pricing procedure: Revenue Cloud Advanced’s declarative pricing logic, replacing price rules and Quote Calculator Plugin scripts.
Prodly: A Salesforce DevOps vendor whose Migrate tool analyses a CPQ setup and maps products, pricing, rules and bundles into Revenue Cloud Advanced. Named by Salesforce; offers a free assessment.
Product Configuration (Conga): Apttus_Config2__ProductConfiguration__c — the cart in Conga CPQ. One per configuration session, including abandoned ones; export proposals, not carts.
Product rule: SBQQ__ProductRule__c — validation, alert, selection and filter rules for configuration in Salesforce CPQ.
Product selling model: ProductSellingModel — in Revenue Cloud Advanced, defines how a product is sold: one-time, evergreen subscription, or termed subscription. A product can have several.
Quote Calculator Plugin (QCP): Custom JavaScript that alters pricing calculation in Salesforce CPQ. Does not migrate; rebuilt as pricing procedures in RCA or usually unnecessary in Kugamon.
Quote Line Editor: The Salesforce CPQ interface where reps add and edit quote lines. Its presence is one sign an org runs SBQQ.
Revenue Cloud Advanced (RCA): Salesforce’s current CPQ and revenue product and the successor to Salesforce CPQ. Built on core objects with a new data model; $150 (Growth) / $200 (Advanced) per user per month.
Revenue Cloud Billing: Salesforce’s separate billing product within Agentforce Revenue Management, covering usage rating, invoicing, payments and collections.
Revenue Lifecycle Management (RLM): The earlier name for Revenue Cloud Advanced.
SBQQ: The managed-package namespace of Salesforce CPQ, registered by SteelBrick. Every Salesforce CPQ object carries the SBQQ__ prefix.
SteelBrick: The company whose native-Salesforce CPQ became Salesforce CPQ after Salesforce agreed to acquire it on December 23, 2015.
Subscription (Salesforce CPQ): SBQQ__Subscription__c — the install base: one record per subscribed product per contract, with dates and quantities.
Subskribe: A quote-to-revenue platform acquired by DealHub on November 19, 2025; customers are being absorbed into DealHub.
System of record: The place the authoritative version of a record lives. For quotes it is either your Salesforce org (Salesforce CPQ, RCA, Kugamon, Conga) or a vendor platform that syncs a copy into it (DealHub, Nue).
Total cost of ownership (TCO): Licence plus implementation plus admin plus integration upkeep, over three years. The horizon that exposes recurring costs a one-year view hides.
TurboPricing / TurboConfig: Conga’s optional engines that move pricing and configuration computation from the Salesforce platform to Conga’s compute platform, each under a separate licence, with scheduled data sync.