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CPQ Compass
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high · CPQ to Revenue Cloud

References CPQ Lookup Queries

What happens

Lookup Queries drive dynamic rule data in CPQ. Revenue Cloud's decision matrices cover some cases but not arbitrary SOQL-backed lookups.

What to do instead

Model as a Decision Matrix where the lookup is a bounded key-value fetch; otherwise expect custom work.

How it is detected

The scanner reads your ApexClass, ApexTrigger, Flow through the Salesforce Tooling API and matches references to the CPQ (SBQQ) namespace. Only the file name, the matched line numbers, and the symbols referenced are kept — never your source code.

Check your own org

CPQ Compass reports which of these apply to you and scores the overall migration risk. The summary is free and nothing is written to your org.

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