(And Why It’s a Game-Changer for Revenue Cloud Users)
Introduction: A New Era for Revenue Cloud Configuration
Starting in Summer ’25, Salesforce is releasing the Advanced Configurator for Revenue Cloud – a major upgrade that will replace the standard configurator over time.
Built to support large, complex transactions, the Advanced Configurator brings a faster, more scalable, and more flexible configuration experience, thanks to its new Constraint Modeling Language (CML) and high-performance engine on Hyperforce.
Whether you manage thousands of SKUs, build complex bundles, or simply need more intelligent rules, the Advanced Configurator is designed to meet today’s — and tomorrow’s — quoting demands.
How It Works: The Core Concepts
Constraint-Based Configuration:
Unlike the old standard configurator (which was rule-based and sequential), the Advanced Configurator uses a constraint-based model.
Instead of telling the system how to configure something step-by-step, you describe the valid end state, and the engine figures out a valid configuration automatically.
CML – Constraint Modeling Language:
At the heart of this system is CML, Salesforce’s new language to define product types, attributes, relations, and constraints.
It allows for object-oriented modeling (with types, subtypes, relations) and supports rich data types like boolean, decimal, date, string, arrays, and more.
Key Advantages:
- Sub-second solving times, even with 10,000+ line items
- Bi-directional constraints, reducing redundant rules
- Rule chaining (rules triggering other rules automatically)
- Support for context-driven rules at the quote level
- Built-in scalability for complex transactions
The Available Rule Types in Advanced Configurator
| Rule Type | Purpose |
|---|---|
| Constraint Rule | Enforce mandatory relationships (e.g., i9 CPU requires 64GB RAM) |
| Conditional Constraint | Apply constraints only if certain conditions are met |
| Preference Rule | Set a preferred/default value that users can override |
| Message Rule | Show Info, Warning, or Error messages dynamically during configuration |
| Require Rule | Automatically add components based on a condition |
| Exclude Rule | Automatically remove incompatible components |
| Table Constraint | Define allowed attribute combinations via a table |
| Hide/Disable Rules | Hide or disable fields, attribute values, or components in the UI |
| Transaction Scope Rules | Evaluate and enforce rules across bundles and quote-wide |
Visual Constraint Builder (No-Code Option)
Salesforce will offer a Visual Constraint Builder designed for admins and business users to:
- Set up basic logic constraints
- Create conditional logic
- Define message rules
- Set require/exclude rules
Templates and a point-and-click interface make this accessible even if you don’t want to code CML directly.
When Will the Standard Configurator Be Retired?
| Milestone | Timing | Impact |
|---|---|---|
| End of Enhancements (Innovation Freeze) | Salesforce 256 (Summer ’25) | No new features in Standard Configurator |
| Reduced Visibility | Salesforce 256 (Summer ’25) | Hidden by default, exceptions possible |
| End of Sale | Salesforce 260 (TBD) | No new customers can purchase Standard Configurator |
| End of Life (Retirement) | TBD | All customers must migrate to Advanced Configurator |
How to Migrate from Standard to Advanced Configurator
- Inventory Existing Rules – Document all existing bundle rules, validations, and nested logic.
- Simplify – Identify redundant forward/reverse rules.
- Model with CML – Translate your product structures into types, attributes, and constraints.
- Use the Visual Builder – For simple logic, leverage point-and-click interfaces.
- Test Early, Test Often – Build robust real-world scenarios.
- Enable Debugging – Capture behavior through advanced debug logs.
- Post-Migration Validation – Confirm all quote behaviors, promotions, and pricing logic.
Real-World Example: Advanced Configurator in Action
- Select a Core i9 Processor → Memory automatically upgrades to 64GB
- Memory upgraded to 64GB → Storage auto-upgrades to 1TB SSD
- Select a 3D Printer → Printer Paper is excluded
- Exceed 10% Discount → Error message blocks quote approval
Why Move Now?
- ✔ Performance: Sub-second quote solving even at scale
- ✔ Maintainability: Manage fewer, cleaner rules
- ✔ Flexibility: Express complex mathematical or logical conditions easily
- ✔ Future-Proofing: Standard configurator will be sunset
- ✔ AI-Enablement: CML will power AI-based rule generation in the future
Conclusion
The Salesforce Advanced Configurator is more than an upgrade — it’s a complete rethinking of how configurations should be handled in complex sales processes.
Organizations that embrace the shift early will benefit from faster quotes, simplified maintenance, and the ability to support massive product catalogs and dynamic quoting needs with ease.
Start planning your migration now. The future of Revenue Cloud configuration is constraint-based — and it’s arriving faster than you think.