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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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Agenda
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Integration Overview
2014 R2 Enhancements Overview
Demo
Q&A
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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?
