CPQ How-To: New Integration with CPQ CPQ How-To: New Integration with CPQ Cloud v5 Author: Oracle Corporation Subject: Oracle CPQ Cloud Keywords: modern sales experience, salesforce

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Text of CPQ How-To: New Integration with CPQ CPQ How-To: New Integration with CPQ Cloud v5 Author: Oracle...

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    CPQ How-To: New Salesforce.com Integration with CPQ Cloud v5 Fazal Gupta Architect Oracle CPQ Cloud April 1, 2015

  • Copyright 2015, Oracle and/or its affiliates. All rights reserved.

    Safe Harbor Statement

    The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracles products remains at the sole discretion of Oracle.

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  • Copyright 2015, Oracle and/or its affiliates. All rights reserved.

    Agenda

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    Integration Overview

    2014 R2 Enhancements Overview

    Demo

    Q&A

  • Copyright 2015, Oracle and/or its affiliates. All rights reserved.

    Integration Overview

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    CPQ Cloud & Salesforce Standard Integration Objects

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    Accounts

    Allow users to populate CPQ Cloud Transactions with Accounts data from the Salesforce contact object.

    Transactions

    Sync both Quote and Line-level data between CPQ Cloud and the Salesforce opportunity when actions are invoked by the user, and attach the current proposal document to the Salesforce opportunity.

    User Interface

    Open CPQ Cloud Configuration and Commerce in an embedded Iframe inside the Salesforce Opportunity for a seamless user experience.

    Users, Parts and Price Books

    Sync the Parts database and Price Books between CPQ Cloud and Salesforce. Either CPQ Cloud or Salesforce can be set as Master, and integrations can be scheduled. Manage CPQ users from SFDC using CPQ managed package.

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    Integration Components

    Salesforce Integration Reference Application

    Integration XSL Files for Field Mapping

    Actions for Triggering Integration

    Managed Package

    Layouts to Embed Iframe

    Opportunity Objects, Contact Objects, etc.

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    Communities Support

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    2014 R2 CPQ Cloud & Salesforce Integration Enhancements

    SFDC Canvas App OAuth 2.0 Enablement

    Managed Package v5.0 Copy to Opportunity

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    OAuth 2.0 Enablement Implemented OAuth2.0 standard to authorize users to use CPQ with SFDC

    Benefits

    Secure Token based flow with more granular control for admin. No password exchange or session related lookups

    Simple No overhead for admin or users to maintain their access

    Standard Recommended approach by both products

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    OAuth 2.0 Authentication Flow

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    Directs use to SFDC Authorization Endpoint

    on punchin to CPQ

    SFDC checks user session in browser

    If admin approved implicit grant? Otherwise

    user approves

    Sends authorization code

    Grants Access Token Requests Access Token

    Access protected resources

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    Communities Support Communities available for

    PRM integration with CPQ instead of partner portals.

    CPQ package enhanced to account for different endpoints for communities

    Standard CPQ Create/Edit quote buttons work without any customization for communities

    Enabling Communities on a Salesforce site will not affect CPQ Cloud and Salesforce Integration.

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    CPQ Cloud as an SFDC Canvas App CPQ Cloud is now available within Salesforce as a Force.com Canvas App and leverages current recommended standards for Force.com.

    Benefits

    Deeper integration into the Salesforce user interface

    Resizing is more responsive

    Enables OAuth secure login functionality

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    Copy Transaction to Another Opportunity A new CRM Opportunity ID Mapping field is available in the Commerce Process Main Document.

    Benefits

    Allows SFDC users to move or copy a CPQ Cloud Transaction to another Salesforce opportunity

    Allows admin to specify the attribute that the Opportunity ID will be mapped to during Salesforce integration at document level

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    Managed Package v5.0 The Salesforce Commerce Integration Managed Package has been updated to v5.0 to reflect Salesforce Integration enhancements.

    Benefits

    OAuth 2.0 support

    SFDC Canvas App support

    Communities support

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  • Copyright 2015, Oracle and/or its affiliates. All rights reserved.

    Managed Package v5.0

    Oracle CPQ Cloud Salesforce Commerce Integration Managed Package Implementation Guide (Managed Package v5.0)

    Upgrade vs new installation

    Migration vs installation

    Verifying successful integration

    Post upgrade tasks

    Administering the managed package

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    Implementation Best Practices and Resources

    https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=487243611829468&id=1660612.1&_afrWindowMode=0&_adf.ctrl-state=krjmp8qqe_49https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=487243611829468&id=1660612.1&_afrWindowMode=0&_adf.ctrl-state=krjmp8qqe_49https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=487243611829468&id=1660612.1&_afrWindowMode=0&_adf.ctrl-state=krjmp8qqe_49https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=487243611829468&id=1660612.1&_afrWindowMode=0&_adf.ctrl-state=krjmp8qqe_49https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=487243611829468&id=1660612.1&_afrWindowMode=0&_adf.ctrl-state=krjmp8qqe_49https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=487243611829468&id=1660612.1&_afrWindowMode=0&_adf.ctrl-state=krjmp8qqe_49

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    CPQ Cloud & Salesforce Integration Demo

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    Questions?

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