CPQ Salesforce Install Guide May2019

Oracle CPQ Connector for Salesforce
Installation and Setup Guide

TABLE OF CONTENTS
REVISION HISTORY .................................................................................................................................................4
OVERVIEW .............................................................................................................................................................5
PREREQUISITES ......................................................................................................................................................6
CHECK THE CPQ CLOUD AND REFERENCE APPLICATION VERSIONS .....................................................................................7

Locate the CPQ Cloud Version Info ............................................................................................................................7
Locate the Reference Application Information ..........................................................................................................8
ENABLE MY DOMAIN ..............................................................................................................................................9
MY ORACLE SUPPORT .............................................................................................................................................9
Register in My Oracle Support ..................................................................................................................................9
Log an Oracle CPQ Connector for Salesforce Service Request .................................................................................. 10
INSTALLATION ..................................................................................................................................................... 12
AUTHENTICATION ................................................................................................................................................ 13
AUTHORIZE A CPQ CLOUD SITE WITHIN SALESFORCE ................................................................................................... 13

Register the CPQ Cloud Site as a Remote Site .......................................................................................................... 13
Add CPQ Environment to CORS Whitelist ................................................................................................................15
Add CPQ Environment to CSP Whitelist ...................................................................................................................16
Create a Certificate .................................................................................................................................................17
SETUP SALESFORCE FOR OAUTH 2.0 ......................................................................................................................... 21
Create a Connected App in Salesforce .....................................................................................................................21
Locate Security Integration Values for Oracle CPQ .................................................................................................. 25
Provide Salesforce Security Settings to My Oracle Support ...................................................................................... 26
INTEGRATION USER PAIRING ................................................................................................................................... 26
Pair Integration User and Generate Token ..............................................................................................................27
Verify Integration User Partner Login .....................................................................................................................30
PERMISSIONS AND PAGE LAYOUTS ...................................................................................................................... 31
ASSIGN THE ADMIN PERMISSION SET ........................................................................................................................ 31

SETUP PAGE LAYOUTS ........................................................................................................................................... 33
Create the Lightning Page.......................................................................................................................................33
Update the Opportunity Page Layout......................................................................................................................37
Update the User Layout ..........................................................................................................................................40
Setup Mobile Overrides ..........................................................................................................................................43
INTEGRATION SETTINGS ...................................................................................................................................... 46
CPQ SITE SETTINGS .............................................................................................................................................. 46

Retrieve CPQ Process Version ID .............................................................................................................................46
Create the CPQ Site Settings ...................................................................................................................................47
REVIEW CPQ COMMERCE PROCESS INTEGRATIONS ...................................................................................................... 52
REVIEW CPQ ACCOUNT INTEGRATIONS ..................................................................................................................... 55
REVIEW CPQ PARTS INTEGRATIONS ......................................................................................................................... 57
REVIEW INTEGRATION TAB SETTINGS ON CPQ CLOUD COMMERCE ACTIONS...................................................................... 60
Verify the Process Auto Fill Option ..........................................................................................................................60
Verify the Process Integration Tab ..........................................................................................................................61
Verify the Open Transaction Integration Tab .......................................................................................................... 62
Verify the Refresh Address Action Integration Tab .................................................................................................. 64
Verify the Return to Opportunity Action Integration Tab ........................................................................................ 66
Verify the Return to Account Action Integration Tab ............................................................................................... 68
Verify the Select an Alternative Address Action Integration Tab ............................................................................. 70
Verify the Lightning Sync Action Integration Tab .................................................................................................... 72
SETUP OPPORTUNITY TO ORACLE QUOTE SYNCHRONICATION ......................................................................................... 74
Mapping Opportunity Product Fields to Oracle Quote Line Item Fields .................................................................... 75
Mapping Opportunity Fields to Oracle Quote Fields (Optional) ............................................................................... 77
PARTS SYNC ......................................................................................................................................................... 79
VERIFY THE PARTS MASTER .................................................................................................................................... 79

SYCHRONIZING PARTS ........................................................................................................................................... 80
Price Book Mapping ................................................................................................................................................80
Populate the Oracle CPQ Part Number ....................................................................................................................81
Import Parts ...........................................................................................................................................................82
Import Part Extended Descriptions (Optional) ......................................................................................................... 84
Import Price Book Entries ........................................................................................................................................85
Schedule Parts Integrations ....................................................................................................................................87
USER SYNC ........................................................................................................................................................... 89
MANUALLY INTEGRATE EXISTING USERS FROM CPQ CLOUD .......................................................................................... 89

Pair User and Generate Token ................................................................................................................................90
AUTOMATICALLY PROVISION CPQ USERS FROM SALESFORCE ......................................................................................... 93
Create User Groups in Salesforce ............................................................................................................................93
Create User Profiles (Optional)................................................................................................................................96
Provision CPQ Users ................................................................................................................................................97
Allow Quote Creation ........................................................................................................................................... 100
EMBEDDED TRANSACTION UI VERSUS LIGHTNING TRANSACTION UI ................................................................ 102
EMBEDDED CPQ LEGACY TRANSACTION UI INSIDE THE CLASSIC UI ................................................................................ 103

EMBEDDED CPQ JET TRANSACTION UI INSIDE THE CLASSIC UI ..................................................................................... 104
EMBEDDED CPQ LEGACY TRANSACTION UI INSIDE THE LIGHTNING EXPERIENCE ............................................................... 105
EMBEDDED CPQ JET TRANSACTION UI INSIDE THE LIGHTNING EXPERIENCE .................................................................... 106
CPQ LIGHTNING TRANSACTION UI INSIDE THE LIGHTNING EXPERIENCE........................................................................... 107
TOGGLE BETWEEN SALESFORCE CLASSIC AND THE LIGHTNING EXPERIENCE ...................................................................... 108
TROUBLESHOOTING ........................................................................................................................................... 109
HELPFUL TIPS .................................................................................................................................................... 109

TROUBLESHOOTING ISSUES ................................................................................................................................... 109
POST-UPGRADE CONSIDERATIONS .................................................................................................................... 112
SANDBOX TESTING.............................................................................................................................................. 112

BROWSER SUPPORT ............................................................................................................................................ 112
CERTIFIED BROWSERS .......................................................................................................................................... 112
SALESFORCE INTEGRATION SUPPORT ....................................................................................................................... 112
TRAINING ......................................................................................................................................................... 112
ADDITIONAL INFORMATION .................................................................................................................................. 113
DISCLAIMER ....................................................................................................................................................... 113
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REVISION HISTORY
This document will continue to evolve as existing sections change and new information is added.
All updates appear in the following table:
Date What's Changed Notes

May 2019 Installation Updated Sandbox and Production Download
links for Oracle CPQ Extension for Salesforce
April 2019 Installation Provided CPQ Connector for Salesforce
version 8.1 download links and passwords
Mar 2019 Product Title and content. Updated Document
June 2018 Initial Document Creation
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OVERVIEW
This document introduces the new Oracle CPQ Connector for Salesforce signifying the next generation
of CPQ and Salesforce integration. This is commonly referred to as the “managed package”. This
solution allows users to create quotes in CPQ from within Salesforce, securely synchronizes data
between the systems, and includes support for Salesforce Classic, Salesforce Lightning, Salesforce
Mobile and Salesforce Communities.
This document is written for the administrator of your organization who has the access and permissions
to change your Salesforce Org. It guides the administrator through the installation of the Oracle CPQ
Connector for Salesforce packages (also called Salesforce Connector) and the process to setup all
integration modes. Before you begin, be sure to read the Prerequisites section.
The Oracle CPQ Connector for Salesforce is comprised of two new managed packages:
• Oracle Adapter for Salesforce Lightning
• Oracle CPQ Extension for Salesforce Lightning
IMPORTANT: Customers currently using an older version of this integration (managed package v7 or
earlier) need to install the latest managed package (version 8) and reconnect their CPQ site as part of
the upgrade process. Refer to the Oracle CPQ Connector for Salesforce Upgrade and Migration Guide for
more information.
GIVE US FEEDBACK
We welcome your comments and suggestions to improve the content. Please send us your feedback at
cpqcloud_documentation_us_grp@oracle.com.
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PREREQUISITES
In order to successfully install and use the new Oracle CPQ Connector for Salesforce, there are a few
pre-requisites to be aware of which are listed in the table below.
Prerequisite Description/Additional Information

Salesforce Edition A Salesforce instance using Enterprise Edition or above.
CPQ Cloud Version Update 18B or later.
Oracle CPQ Cloud Release 18B is the minimum supported version.
Occasionally, newly released features are not compatible with earlier
versions of CPQ Cloud. Please reference the What's New documents
for specific version compatibility details.
Refer to Check the CPQ Cloud and Reference Application Versions.
Salesforce Reference Application Version 5.0 or later.
Enable My Domain You must enable My Domain for your Salesforce Organization, see
the Salesforce article called My Domain.
My Oracle Support Account You must have an active My Oracle Support account to complete the
Oracle CPQ Connector for Salesforce installation and setup. Refer to
My Oracle Support.
IMPORTANT: This document assumes that the site has been provisioned with the latest CPQ Cloud
Reference Application for Salesforce. If you do not have the latest Reference Application (Ref App) on
the site, additional setup steps are required. Refer to the Oracle CPQ Connector for Salesforce Upgrade
and Migration Guide for instructions.
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CHECK THE CPQ CLOUD AND REFERENCE APPLICATION VERSIONS
Before you begin it is important to check the version of the Reference Application applied to your CPQ
site. This section provides the steps to retrieve the Ref App version and the Catalog of Ref App
elements. This provides a more detailed view of the initial state of your site.
This section provides procedures for the following:
• Locate the CPQ Cloud Version Information

• Locate the Reference Application Information
LOCATE THE CPQ CLOUD VERSION INFO
To locate the CPQ Cloud version information, complete the following steps:
1. Log in to CPQ Cloud.
2. Navigate to the Admin Home page.
3. Click CPQ Version Info. The Releases page displays.
4. Note the Version.
5. Click Back.
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LOCATE THE REFERENCE APPLICATION INFORMATION
When a CPQ Cloud site is provisioned, the Ref App is pre-loaded into the environment. In addition, files
are added to the File Manager which indicate the version of the Ref App that is provisioned and describes
the change history for the Ref App. These files are used to identify if your site requires updating to connect
to the latest managed package.
To locate the current Reference Application Version Info and Read Me files, complete the following steps:
1. Log in to CPQ Cloud.
3. Click File Manager under Utilities. The File Manager page displays.
4. Click on the About folder.
5. From the list of files within the folder, click on the README.txt file. The README file opens.
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6. Review the Oracle CPQ Cloud Reference Application version information to ensure you have
Salesforce Ref App Version 5.0 or later.
7. (Optional) Return to the About folder and select the RefAppVersionInfo.txt file. The
RefAppVersionInfo file opens. Review the change log and Ref App version information.
8. (Optional) Return to the About folder and select the CatalogOfRefAppElements.xlsx file. The
CatalogOfRefAppElements file opens. Review the Microsoft Excel file which itemizes all of the
elements contains in the latest Ref App.
ENABLE MY DOMAIN
Enabling My Domain is required when using Lightning. This keeps your data more secure and ensures
that you are able to access Salesforce features which require a registered domain. If you have not
already set up My Domain, you must complete that process before you should continue with the setup
and installation procedures in this document.
To create and deploy “My Domain” to Salesforce, refer to Salesforce help topic Set Up a My Domain
Name.
MY ORACLE SUPPORT
My Oracle Support enables you to search Oracle's knowledge base, manage Service Requests (SRs)
when you need assistance, interact in support communities, and take advantage of proactive
capabilities for managing systems. Throughout the installation and setup of the Oracle CPQ Connector
for Salesforce, you are directed to open a Service Request (SR) on My Oracle Support. This section
includes the following:
• Register in My Oracle Support

• Log an Oracle CPQ Connector for Salesforce Service Request
REGISTER IN MY ORACLE SUPPORT
In order to log an Oracle Service Request (SR), you must have a Support Account with a registered
Support Identifier (SI). An SI identifies the products that your company has purchased and the level of
support that you are entitled to. The SI is included in the welcome letter sent from Oracle to the
technical contact listed in your company’s contract.
My Oracle Support (MOS) customer user accounts are managed by individuals within your organization
in the role of Customer User Administrator (CUA). Most organizations have more than one CUA. The
CUA approves or denies access to My Oracle Support by managing access to your company's SIs.
If you are the first user to register, you are prompted to accept the CUA role. You must accept the CUA
role for your organization to proceed.
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To access My Oracle Support, you must have an Oracle Single Sign On (SSO) account. This account is
created when you complete the registration process on oracle.com. For additional SSO account
information, refer to Requesting an Oracle Single Sign On Account.
Once you have your SSO account established, go to My Oracle Support to complete the MOS
registration and initial sign in process to obtain your Support Account. Detailed instructions are provided
in the following article, Registration and Sign In.
LOG AN ORACLE CPQ CONNECTOR FOR SALESFORCE SERVICE REQUEST
Administrators need to open Service Requests (SR) during the installation and setup of the CPQ
Cloud/Salesforce integration. When opening an SR, it is important to provide all the relevant
information required to ensure the Oracle support team is able to address the ticket in a timely fashion.
IMPORTANT: You must have a Support Account with an approved Support Identifier (SI) to log a
Service Request (SR). Refer to Register in My Oracle Support.
To generate a CPQ Connector for Salesforce SR, complete the following steps:
1. Navigate to the My Oracle Support (MOS) website.
2. Sign in using your MOS Support Account credentials.
3. Locate the Service Request tab and click Create SR.
4. Enter a Problem Summary and Problem Description.
Field Description
Problem Summary A short description of the problem.
Problem Description A detailed description of the problem. Include the following information:
• Managed package Name (for example, Oracle CPQ Connector
for Salesforce or Salesforce Commerce Integration)
• Managed package version
• CPQ Cloud version
• Issue type (for example, Setup, Upgrade, Migration, or
Troubleshooting)
• If Setup, provide the last step completed in the guide
• If Upgrade or Migration, provide the previous version of the
managed package
• If Troubleshooting, provide the steps to reproduce the error
5. Select the Cloud tab within the Where’s the Problem section.
6. Select Oracle BigMachines CPQ Cloud Service for the Service Type.
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7. Select Integration and Salesforce from drop down for the Problem Type.
8. Enter your Support Identifier.
9. Enter the Severity as 3-Minor Loss of Service.
10. Click Next.
11. Follow the remaining steps as prompted.
IMPORTANT: Refer to log an SR online help articles for further assistance.
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INSTALLATION
There are two (2) managed packages to install in order to begin using the Oracle CPQ Connector for
Salesforce.
1. Oracle CPQ Connector for Salesforce:
• Oracle CPQ Connector for Salesforce –Production Installation
• Oracle CPQ Connector for Salesforce – Sandbox Installation
2. Oracle CPQ Extension for Salesforce:
• Oracle CPQ Extension for Salesforce –Production Installation
• Oracle CPQ Extension for Salesforce – Sandbox Installation
The password for the Oracle CPQ Connector for Salesforce package is Ttr9i0Sj
The password for the Oracle CPQ Extension for Salesforce package is bO5vN7UH
For instructions on these Salesforce procedures, refer to the Salesforce online article Install a Package.
IMPORTANT:
• Always install and test in a Sandbox environment before making any changes in production.
• If you use multiple Salesforce logins, you must log out of any active sessions before beginning the
installation. You are prompted to log in as a system administrator for the target Salesforce
environment.
• Install the Oracle CPQ Connector for Salesforce BEFORE you install the Oracle CPQ Extension for
Salesforce.
• During installation you are prompted to choose a security option, please choose the option most
appropriate for your use case. If you do not know which to choose, we suggest you select "Install for
Admins Only”.
• For detailed instructions on how to enable the Lightning Experience for your org, refer to
Salesforce’s online help at: Enable the Lightning Experience.
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AUTHENTICATION
Now that you have installed the two new managed packages for the Oracle CPQ Connector for
Salesforce, there are additional setup procedures required to enable your Salesforce org and CPQ Cloud
site to communicate securely.
The Salesforce Connector provides seamless and secure authentication for Salesforce users with a valid
CPQ license enabling them to access their content without leaving Salesforce. In order to successfully
establish a connection, you need to create a Connected App, add a remote site, and create a certificate
within Salesforce.
AUTHORIZE A CPQ CLOUD SITE WITHIN SALESFORCE
This section provides instructions for preparing Salesforce to authenticate with CPQ Cloud by creating a
remote site and a certificate. Creating a remote site saves and registers the URL for the CPQ Cloud site
within Salesforce. Once the remote site is established, an encrypted certificate is required to be
downloaded and registered with CPQ Cloud.
IMPORTANT: The certificate is valid for two (2) years. After the certificate expires, a new certificate
must be created and re-registered. The process is the same when creating a new certificate or re-
registering a certificate.
REGISTER THE CPQ CLOUD SITE AS A REMOTE SITE
Before the Salesforce Connector can call out to your CPQ Site, that site must be registered in the
Remote Site Setting page in your Salesforce environment.
To register your CPQ Cloud site as a remote site, complete the following steps:
1. Navigate to Setup > Security Controls > Remote Site Settings. The All Remote Sites page
displays.
All Remote Sites
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2. Click New Remote Site. The Remote Site Edit page displays.
Remote Site Edit
3. Enter the following values to create a setting for your CPQ environment.
Attribute Value
Remote Site Name Variable name for this setting
Remote Site URL https://<cpq_site_url>
Disable Protocol Security Unchecked
Description (Optional)
Active Checked
4. Click Save. The new remote site appears in the list on the All Remote Sites page.
To register your Salesforce My Domain as a remote site, complete the following steps:
1. Click New Remote Site to create a setting for your Salesforce org customer domain name. The
Remote Site Edit page displays.
2. Enter the following values to create a setting for your Salesforce org’s custom “My Domain”
URL.
Attribute Value
Remote Site Name Variable name for this setting
Remote Site URL https://<your_domain>.my.salesforce.com
Disable Protocol Security Unchecked
Active Checked
3. Click Save. The new Salesforce org domain name site appears in the list on the All Remote Site
page.
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ADD CPQ ENVIRONMENT TO CORS WHITELIST
Salesforce requires Cross-Origin Resource Sharing (CORS) security protocol when working with the
Oracle CPQ Connector for Salesforce application. CORS enables secure communication when using a
browser-based programming language to access content from another domain.
To add the CPQ environment to CORS whitelist, complete the following steps:
1. Navigate to Setup > Security Controls > CORS. The CORS page displays.
2. Click New in the Whitelisted Origins section.
CORS Security Protocol
3. Enter your CPQ environment instance URL (for example, https://<cpq_site_url>) in the
Origin URL text box.
4. Click Save.
CORS Whitelisted Origins
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ADD CPQ ENVIRONMENT TO CSP WHITELIST
Salesforce requires Content Security Policy (CSP) protocol when working with the Oracle CPQ Connector
for Salesforce application. CSP is an added layer of security that help to protect against data theft and
distribution of malware.
To add your CPQ environment to the CSP whitelist, complete the following steps:
1. Navigate to Setup > Security Controls > CSP Trusted Sites. The Content Security Policy Sites
page displays.
CSP Security Protocol
2. Click New Trusted Site.
3. Enter the following values to create a trusted site for your CPQ environment.
Attribute Value
Trusted Site Name Variable name for this setting
Trusted Site URL https://<cpq_site_url>
Active Checked
Context All
4. Click Save. The new trusted site appears in the list on the Content Security Policy Trusted Sites
page.
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To add your Salesforce My Domain to the CSP whitelist, complete the following steps
1. Click New Trusted Site.
2. Enter the following values to create a trusted site for your Salesforce org’s custom “My Domain”
URL.
Attribute Value
Trusted Site Name Variable name for this setting
Trusted Site URL https://<your_domain>.my.salesforce.com
Active Checked
Context All
3. Click Save. The new trusted site appears in the list on the Content Security Policy Trusted Sites
page.
CREATE A CERTIFICATE
Generating a certificate, signed by Salesforce, ensures that communications purporting to originate

from your organization are actually from your organization. Once this certificate is applied to your CPQ
Cloud site inbound communications from the Salesforce Connector can be verified.
Create a self-signed certificate that is loaded into your CPQ Cloud site by Oracle support. For more
information, refer to the Salesforce article called Generate a Self-Signed Certificate.
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To create a certificate, complete the following steps:
1. Navigate to Setup > Security Controls > Certificate and Key.
Security Controls Options
2. Click Create Self-Signed Certificate.
Security Controls – Certificate and Key Management
3. Enter a descriptive name in the Label field for your certificate.

4. Enter a Unique Name or keep the name that is automatically populated by the label just
entered. Make note of the unique name chosen. This is used again when you Create the Site
Settings, where the value entered is case-sensitive and must precisely match the unique name
value entered in this step.
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IMPORTANT:
• After you save a Salesforce certificate, you cannot change its type or key size.
• Make a note of your certificate filename and its location. The certificate file is required when you
perform the steps within Provide Salesforce Security Settings to My Oracle Support.
5. Select a Key Size from the Key Size drop-down.

a. 2048 provides a one year authorization time.
b. 4096 provides a two year authorization time.
Certificate and Key Edit
6. Click Save. The Detail page displays.

7. Click Download Certificate.
Certificate and Key Detail
8. A prompt asking if you want to save a .crt file. The certificate (created by you) is downloaded to
your default download folder.
9. If prompted, click Save File.
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IMPORTANT: If you are connecting multiple Salesforce environments to your CPQ site, you need to
upload this certificate to each additional Salesforce environment.
If you are going to connect more than one Salesforce instance to CPQ, you need to export the certificate
file. To export the file, complete the following steps:
1. Navigate to Setup > Security Controls > Certificate and Key Management.
2. Click Export to Keystore.
3. Enter a password for the new Keystore.
4. Click Export.
5. Save the file to your system to import that Keystore into each additional Salesforce environment
that will connect to your CPQ site.
After you have exported the certificate from the Salesforce instance that was first connected, you must
then import that certificate to each additional Salesforce instance you plan to connect to CPQ Cloud.
To import the certificate file (JKS format) from a Keystore, complete the following steps:
1. Navigate to Setup > Security Controls > Certificate and Key Management.
2. Click Import from Keystore. The Import from a Keystore page displays.
3. Click Browse and select the file previously saved to your system.
4. Enter the Keystore Password.
5. Click Save. The certificates inside the Keystore are imported into your organization.
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SETUP SALESFORCE FOR OAUTH 2.0
In this section, you create a Connected App to authorize and bind your Salesforce org to your CPQ Cloud
site using OAuth 2.0 protocol. In order to do this, you will perform the following three steps which are
outlined in their own sections called:
1. Create a Connected App in Salesforce
2. Locate Security Integration Values for Oracle CPQ
3. Provide Salesforce Security Settings to My Oracle Support
For more information on Connected Apps using OAuth 2.0, refer to the Salesforce online help article
Connected Apps Overview.
IMPORTANT: These steps assume that you are creating a Connected App for your CPQ Cloud site for
the first time. If you are upgrading and you already have a Connected App in use, please refer to the
Oracle CPQ Connector for Salesforce Upgrade and Migration Guide.
CREATE A CONNECTED APP IN SALESFORCE
Part of the integration process requires the creation of a Connected App that allows CPQ Cloud to be
loaded in a canvas inside Salesforce. Once you define your Connected App, you will provide the
consumer key and consumer secret to Oracle to be used to generate access tokens for each user.
To create a Connected App in Salesforce, complete the following steps:
1. Navigate to Setup > Create > Apps.
2. Click New within the Connected Apps section. The New Connected App page displays.
New Connected App – Basic Information Entry
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3. Enter the following required Basic Information values to create a new Connected App. All other
fields in Basic Information section are optional. Refer for the Salesforce online help article
Create a Connected App for detailed information.
Basic Information
Attribute Value Example

Connected App Name Text string for label name Oracle Adapter
API Name Text string for API name Oracle_Adapter
Contact Email Valid email johnsmith@acme.com
New Connected App – Basic Information with Example Data
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4. Enter the following required API (Enable OAuth Settings) values to enable the OAuth settings
for the new Connected App. All other fields in API (Enable OAuth Settings) are optional.
Required API (Enable OAuth Settings)
Attribute Value
Enable OAuth Settings Checked
Callback URL https://<site _domain>/admin/oauth2/salesforce/oauth_callback.jsp
Selected OAuth Scopes Add the following:
• Full access (full)
• Perform requests on your behalf at any time (refresh_token,
offline_access)
Require Secret for Web Checked

Server Flow
Include Configure ID Token Checked
Include Standard Claims Checked
API (Enable Oauth Settings)
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5. Enter the following required Canvas App Settings values to set up the Salesforce canvas app for
the new Connected App. All other fields in Canvas App Settings are optional.
Required Canvas App Settings
Attribute Value
Force.com Canvas Checked
Canvas App URL https://<site _domain>/admin/oauth2/salesforce/oauth_callback.jsp
Access Method OAuth Webflow (GET)
Location Add the following:

• Lightning Component
• Visualforce Page
Lifecycle Class CPQDispatcherCanvasLifecycleHandler
IMPORTANT: Do not select a SAML Initiation Method.
Canvas App Settings
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6. Click Save. The Apps Setting page displays. Save the Consumer Key and Consumer Secret (click
to reveal) field information for easy reference later when performing the Provide Salesforce
Security Settings to My Oracle Support procedure.
Commerce Key and Consumer Secret
IMPORTANT: Refer to the Salesforce article Create a Connected App for more information.
LOCATE SECURITY INTEGRATION VALUES FOR ORACLE CPQ
The security integration process requires your Consumer Key and Consumer Secret.
To view this information, complete the following steps:
1. Navigate to Setup > Create > Apps and go to the Connected Apps section.
Connected Apps
2. Click the linked name of your app.
3. Note both the Consumer Key and Consumer Secret (click to reveal), under the API (Enable
OAuth Settings) section. You need these values to connect your CPQ Cloud and Salesforce
environments when performing the Provide Salesforce Security Settings to My Oracle Support
procedure.
Commerce Key and Consumer Secret
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PROVIDE SALESFORCE SECURITY SETTINGS TO MY ORACLE SUPPORT
Once you have gathered the Certificate file, Consumer Key and Consumer Secret, you can finalize the
integration process. My Oracle Support must fulfill the support portal ticket in order for the CPQ
Cloud/Salesforce integration can be tested.
IMPORTANT: You must have a Support Account with an approved Support Identifier (SI) to log a
Service Request (SR).
To complete the integration, complete the following steps:
1. Generate an SR from the My Oracle Support (MOS) website. Refer to Log an Oracle CPQ
Connector for Salesforce Service Request and specify the following field designations.
2. Select Site Maintenance > Site Setting Changes for the Problem Type.
3. Enter the Consumer Key into the Salesforce Client Key field.
4. Enter the Consumer Secret into the Salesforce Consumer Secret field.
5. Upload the Certificate file (see Create a Certificate). For help on uploading a file, refer to Oracle
online help Working with Service Requests.
INTEGRATION USER PAIRING
Once the Service Request in the previous section has been fulfilled, connect the Integration User (typically
a SuperUser or dedicated integration user in CPQ) to their corresponding Salesforce user account
(typically a system administrator or a dedicated integration user).
Each integration user individually follows the steps in the next section to pair their logins by generating a
security token for each user. You typically perform this step for your administrator account first.
IMPORTANT:
• Do not proceed with this process until CPQ Cloud Support has completed the Service Request to
establish the security and connected app. Refer to Log an Oracle CPQ Connector for Salesforce
Service Request.
• If you are upgrading and migrating you do not need to perform this procedure as you already have
an integration user paired and integrated. Please reference the Oracle CPQ Connector for Salesforce
Upgrade and Migration Guide.
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PAIR INTEGRATION USER AND GENERATE TOKEN
The first step for integrating users is to pair the user accounts across systems. This is done by entering
the Salesforce username that corresponds to the CPQ user on the User Integration page. If you do not
currently have a user account in both systems, create a user account in each before continuing or
contact your system administrator.
Once users have been paired, a user token must be generated before those users are allowed to SSO
from Salesforce in to CPQ Cloud. User tokens are employed to designate the connection between a
common user in both the Salesforce and CPQ Cloud systems.
Once a user has generated this token, they will continue to be able to sign on from Salesforce even after
their Salesforce user password changes. In this section, we describe how to manually generate the
token.
IMPORTANT: Before you begin, log out of all Salesforce instances so that you do not accidently pair to
the wrong user account or organization.
To pair a user and generate a token, complete the following steps:
1. Log into Oracle CPQ Cloud with your Integration Username and Password.
Oracle CPQ Cloud Login
2. Click the My Profile icon in the Navigation bar at the top of the page.
My Profile Icon
IMPORTANT: The My Profile icon and location may vary based on your CPQ site configuration.
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3. Click User Integration.
My Profile – User Integration
4. Enter your Salesforce username in the Login field.
5. Click Generate Token.
User Integration – Generate Token
6. Log in to Salesforce with the credentials for the user account you want to integrate.
Salesforce Login
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7. You may be prompted to allow your Salesforce Org Connected App access to your CPQ
environment. Click Allow.
Salesforce – Allow Access
The User Integration page displays with confirmation that the Token Generated
User Integration – Token Generated
IMPORTANT: Before you have completed the steps for User Sync, you need to complete these steps for
each additional user who you want to integrate. If you try to access CPQ Cloud from Salesforce with a
user that has not been integrated, they will see errors when trying to open quotes.
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VERIFY INTEGRATION USER PARTNER LOGIN
Once the User login is bound together, verify the partner login by completing the following steps:
1. Log out from CPQ Cloud and Salesforce.
2. Paste the following URL into your browser:
https://<site_domain>/admin/oauth2/salesforce/oauth_callback.jsp?redirect_url=https://
<site_domain>/partner_login.jsp&bmGetParams=state:https%3A%2F%2F<site_domain>%2Fpartne
r_login.jsp
If the connection worked, the following Partner Login page displays.
Partner Login
IMPORTANT: The steps provided in this procedure are for pairing integration users; however, you can
follow the same steps to pair any user accounts. Refer to Manually Integrate Existing Users from CPQ
Cloud.
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PERMISSIONS AND PAGE LAYOUTS
You must assign the new admin permission sets to your own profile. Only then can you access and
configure the components of the managed packages. Once you have access to the components you
must expose them by adding them to the Page Layouts.
ASSIGN THE ADMIN PERMISSION SET
You must assign the new admin permission sets to your own profile in order to access and configure the
Oracle CPQ Connector for Salesforce within Salesforce.
Upon completion of the installations, you will notice new permission sets when viewing the Permission
Sets page in Salesforce (Setup > Manage Users > Permission Sets). The following permission sets
appear:
• Oracle Adapter Admin

• Oracle Adapter Sales User
• Oracle CPQ Extension Admin
• Oracle CPQ Extension Sales User

• Oracle CPQ Community Sales User
Administrators need both the Oracle Adapter Admin and the Oracle CPQ Extension Admin permission
sets.
To assign the two new permission sets to your administrative profile, complete the following steps:
1. Navigate to Setup > Users > and click on your username to access your user profile.
2. Scroll down to the Permission Sets Assignments list and click Edit Assignments. The Permission
Set Assignments page displays.
Permission Set Assignments
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3. Select Oracle Adapter Admin and Oracle CPQ Extension Admin from Available Permissions
Sets area and click the Add button to move them to the Enabled Permission Sets area.
Add Permission Set Assignments
4. Click Save. The newly added permission sets appear in the Permission Set Assignment list within
your user profile.
These Admin permissions grant access rights to the objects listed in the following table.
Object Permission Enabled

Actions Create, Read, Update, Delete, View/Modify All
Action Steps Create, Read, Update, Delete, View/Modify All
Callout URLs Create, Read, Update, Delete, View/Modify All
Endpoints Create, Read, Update, Delete, View/Modify All
Key Chains Create, Read, Update, Delete, View/Modify All.

Routes Create, Read, Update, Delete, View/Modify All
Transforms Create, Read, Update, Delete, View/Modify All.
Oracle Quotes Create, Read, Update, Delete, View/Modify All
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SETUP PAGE LAYOUTS
Now that you have access to the new objects, you must expose these objects in the Salesforce User
Interface. There are four areas to consider:
• Create the Lightning Page for the Oracle Quotes and Line Items
• Update the Opportunity and Account Page Layouts
• Update the User Page Layout
• Setup Mobile Overrides
CREATE THE LIGHTNING PAGE
You are required to update the Record view using the Lightning App Builder to remove any declarative
content and display the Oracle CPQ Connector for Salesforce content.
1. In Salesforce, navigate to Setup > Build > Lightning App Builder.
2. Click New. The Create a New Lightning Page displays.
Create a New Lightning Page
3. Click Record Page.
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4. Click Next.
Create a New Lightning Page – Record Page
5. Enter a label into the Label field.
6. Select Oracle Quote (Oracle_Quote__c) from the Object drop-down.
7. Click Next.
8. From the Choose Page Template sidebar, select One Column for the template.
Create a New Lightning Page - Template
9. Click Finish.
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10. From the Lightning Components sidebar, under Custom, drop and drag the recordView
component into the view.
Create a Record Page – recordView
IMPORTANT: If you are not able to view the recordView component, you may need to deploy your
previously created My Domain.
11. Click Save. The Page Saved page displays.
Save and Activate the Record Page
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12. Click Activate. The Activation for the specified page displays.
Assign Org Default for Record Page
13. Click Assign as Org Default.
14. Click Save.
15. Repeat these steps to create the Oracle Quote Line Items and any other customer pages
requiring update or click Close.
IMPORTANT: Refer to the Lightning App Builder online help for additional assistance.
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UPDATE THE OPPORTUNITY PAGE LAYOUT
Once you are ready to begin testing and using the Salesforce Connector, you will want to add the Oracle
Quote related list to your Opportunities and Account pages and override the standard Quote record page
with the Oracle Quote page.
To expose the Oracle Quote related list on the Opportunity layout, complete the following steps. Repeat
these steps for each layout that users have the ability to access.
1. In Salesforce, navigate to Setup > Customize > Opportunities > Page Layouts. The Opportunity
Page Layout page displays.
2. Click Edit next to the Page Layout you want to edit.
Opportunity Page Layout
3. From the selection list on the left, select Related Lists.
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4. Drag and drop the Oracle Quotes related list from the top section to the first available spot
underneath the heading of the Related Lists section.
5. Click the icon in the tab for the Oracle Quotes section. The Related List Properties – Oracle
Quotes section displays.
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6. Move the fields you want to display into the Selected Fields area using the Add and Remove
arrows within the Columns section of the page. Use the Up and Down arrows to order the fields
within the Selected Fields area.
7. Select the field you want to sort by from the Sort By drop-down.
8. Specify whether you want the values to display in Ascending or Descending order.
9. View the Buttons section of the page by selecting the Expand icon.
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10. Unselect the New checkbox within the Standard Buttons section. This is necessary in order to
ensure that the toggle feature works as expected and keep information in sync between
Salesforce and Oracle Connector for Salesforce.
11. Move the buttons you want to display into the Selected Buttons area using the Add and
Remove arrows within the Custom Buttons section.
12. Click Ok to save your selections.
13. Click Save to save all the settings on the page.
14. Repeat these steps for the Account Page Layout and any additional layout that users have the
ability to access or click Close.
UPDATE THE USER LAYOUT
The Salesforce Connector adds a new object called the Oracle User which contains settings and
preferences for each user that to be provisioned and synced to CPQ Cloud. In order to access this object,
you must add an inline Visualforce page to the standard Salesforce User Layout.
To add the Oracle User Layout to the user record layout, complete the following steps:
1. Navigate to the Setup > Manage Users > Users.
2. Click on your own user record to open the User page.
3. Click Edit Layout from the User panel to add a Visualforce page for the specified user.
4. Select Visualforce from the Layout tool box selection.
5. Click and drag a Section to move it onto the User Layout page. We recommend naming this
section the Oracle User section.
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6. Click and drag the OracleUsers page to move it into the section you just created.
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7. Hover the cursor over the newly placed page and click the icon. The Visualforce Page
Properties displays.
8. Select the Show scrollbars checkbox.
IMPORTANT: We recommend the following settings:
• New Section
• Single Column Layout
• Width 100%
• Height minimum of 500 pixels
• Show scrollbars
9. Click OK.
10. Click Save.
IMPORTANT: Refer to User Sync for additional detail on configuring Oracle users.
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SETUP MOBILE OVERRIDES
If you intend to use the Oracle CPQ Connector for Salesforce in the Salesforce mobile app, you must
override the Salesforce standard action buttons and give access to the Salesforce Connector.
To setup mobile overrides, complete the following steps:
1. In Salesforce, navigate to Setup > Create > Objects.
2. Click Oracle Quotes. The Customer Objects page displays.
Custom Objects
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3. Scroll to the Button, Links and Actions section and click the Edit link. The Override Properties
page displays.
Edit Override Properties
4. Select the Lightning Experience Override, Use the package default override radio button.
5. Select the Mobile Override, Use the package default override radio button.
6. Click Save.
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7. Scroll to the Button, Links and Actions section and click the View link. The Override Properties
page displays.
View Override Properties
8. Select the Lightning Experience Override, Lightning component radio button and set the drop-
down list to namespace:recordView.
9. Select the Mobile Override, Lightning component radio button and set the drop-down list to
namespace:recordView.
10. Click Save.
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INTEGRATION SETTINGS
In order to sync data between CPQ Cloud and Salesforce, you must set up the relationships between the
objects and fields that are used in each system. Some of these settings are managed in CPQ Cloud and
other in Salesforce. The following sections walk you through the set up within each system.
IMPORTANT: The following sections assume that the CPQ site has been provisioned with the latest CPQ
Cloud Reference Application for Salesforce. If you do not have the latest Reference Application (Ref App)
on the site, additional setup steps are required. Refer to the Oracle CPQ Connector for Salesforce
Upgrade and Migration Guide for instructions.
CPQ SITE SETTINGS
The CPQ Site Settings page, that is part of the managed package, is a form filled out by the
administrator. Data specific to your environments is entered, such as the Callout URL and Mapped
Fields. This initial setup allows you to quickly connect your CPQ Cloud and Salesforce environments.
CPQ Site Settings are stored in Salesforce for each connection as a Data Set. Each time you modify the
CPQ Site Settings, this Data Set must be re-deployed. The CPQ Site Settings are retained each time you
upgrade Salesforce or CPQ Cloud.
IMPORTANT: We highly recommend that you are in Classic Mode to perform the procedures outlined
in this guide. See Toggling Between Salesforce Classic and The Lightning Experience for additional help.
RETRIEVE CPQ PROCESS VERSION ID
Before entering the CPQ Site Settings, you must retrieve the Version ID from CPQ for the Commerce
Process that you want to pair to Salesforce.
To retrieve your Version ID, complete the following steps:
1. Log in to CPQ as an admin.
2. Navigate to the Admin home page > Commerce and Documents > Process Definition. The
Processes page displays.
3. Select the desired process and select Integrations from the Navigation drop-down.
4. Click List. The Integrations page displays.
5. Click View Parameters. The parameters display.
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6. Record the version_id information. This information is needed to create site settings.
Sample Version ID output
CREATE THE CPQ SITE SETTINGS
When your sales users are creating a new quote from within Salesforce, they are directed to a CPQ
Cloud Site and Commerce Process. The CPQ Site Settings store the site details such as, the site URL,
action IDs, and other process-specific details. Additionally in the site settings, you can configure certain
features that are part of the Salesforce Connector.
To create your CPQ Site Settings using the Site Settings Wizard, complete the following steps:
1. In Salesforce, select the Sales drop-down and click Oracle CPQ Extension.
Salesforce – Oracle CPQ Extension
2. Click CPQ Site Settings.
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3. Click New. The CPQ Site Settings, Step 1: Connection Details displays. Step 1 is where you input
all the settings needed to connect your site, initialize the Salesforce Connector, map the fields,
and save the data that is specific to your CPQ site and your integration flow.
CPQ Site Settings – Step 1
IMPORTANT: If you have not successfully paired your integration user or are not currently logged in as
a paired user, you are not able to proceed to CPQ Site Settings, Step 2: Process Details.
4. Enter the connection information for the fields. Refer to the table below for field information.
CPQ Site Settings Field Purpose/Description

CPQ Site Settings Name Enter a descriptive Name for this connection to your CPQ Site. Some
sites may have multiple connections.
This name is displayed to sales users if they have permissions to select
multiple data sets during quote creation.
This name is used by administrators to Setup User Sync.
Callout URL Enter the Callout URL for your site.
For example: https://[yoursite].oracle.com or
https://[yoursite].bigmachines.com where [yoursite] is
the name of your designated CPQ Cloud site.
Certificate Name Enter the Unique Name of the certificate that was shared with CPQ.
This name must precisely match the name of the certificate you
provided to My Oracle Support.
Refer to Create a Certificate.
Data Set Enter a data set name. Variable Name conventions apply such as
alphanumeric characters without spaces.
For advanced use cases in which more than one CPQ Site connection is
in use, this value is used to load the correct CPQ Site Settings at
runtime.
It is highly recommended that data sets have a unique value. If a
duplicate value is deployed, pre-existing connection settings deployed
to production with the same data set name are truncated.
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CPQ Site Settings Field Purpose/Description
Connected App Name Enter the API Name of the Connected App that you created earlier for
this CPQ site. The API Name is case-sensitive and must precisely match
the name previously entered during the Create a Connected App in
Salesforce procedure. Refer to Create a Connected App in Salesforce if
you need to relocate your Connected App Name.
5. Click Next. The CPQ Site Settings Step 2: Process Details displays.
CPQ Site Setting – Step 2
6. Enter the process details for the fields. Refer to the table below for field information.
Adapter Settings Fields Purpose/Description

Select Process Select the Commerce Process to pair with the site. The list of
Commerce Processes is dynamically retrieved from your connected
CPQ site.
Document Name This field automatically populates with the specified Document Name
for the CPQ site.
Version ID Enter the version_id value. Refer to Retrieve CPQ Process Version ID.
Process Name This field automatically populates with the specified Process Name for
the CPQ site.
Subdocument Name This field automatically populates with the specified Sub-document
name for the CPQ site.
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7. Click Next. The CPQ Site Settings Step 3: Adapter Settings displays.
IMPORTANT: Select Use Embedded Transaction in Lightning for your initial set up. You can switch to
Lightning Mode after the initial set up is complete.
8. Enter the adapter settings values for the fields. Refer to the table below for field information.
Adapter Settings Fields Purpose/Description

Use Opportunity Price Book Check this if you want all quotes created with the commerce process
to use a specific and designated price book.
Primary Check this if you want this process to be your main process used for
your users. For single connection scenarios, the Primary checkbox
must be selected.
Button Group Display Count Enter a number to represent the number of buttons to be visible
initially in your button groups. All additional buttons will be hidden
under the dropdown. The number of buttons displayed effects all
button groups.
Data Table Page Size Enter the number to represent the number of line items to be visible
on each page in your data list. Users will need to click Previous or Next
to view additional pages of data.
Use Embedded Transaction in Check this if you want to enforce receiving the Embedded UI instead
Lightning of the Lighting UI. This sets the admin toggle.
Quote Name Attribute (Optional) Select the variable name that stores the value used as the
Quote name.
Lightning Sync Action Required for new quotes. Select the synchronization action setting.
Oracle Quote ID Attribute Commerce Main Document ID attribute that holds the Salesforce ID
for the quote object.
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IMPORTANT: If your CPQ Cloud site was not provisioned with the latest CPQ Cloud Reference
Application, the Lightning Sync Action may not be available for selection. To proceed, you must
complete the steps in the Oracle CPQ Connector for Salesforce Upgrade and Migration Guide to save
and deploy your site settings.
9. Click Next. The Step 4 - Complete Setup displays.
10. Click Save. The page refreshes and the Deploy Site button appears.
11. Click Deploy Site. Deploying the settings can take a little time, sometimes up to a minute. Once
complete a message indicating successful deployment displays.
IMPORTANT: If you prefer, you can click the Advanced Mode button to view each of the pages outlined
above in a single screen. To return to the wizard, click the Wizard Mode button.
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REVIEW CPQ COMMERCE PROCESS INTEGRATIONS
Oracle CPQ Cloud supports a point-to-point integration where CPQ Cloud actions can import or export
data from Salesforce. Each integration performs a specific task associated with a specific action. In this
section, we review the Commerce Process Integrations provided in the Salesforce Reference Application
to ensure they are setup properly.
To review and verify Commerce Process Integrations, complete the following steps:
1. In CPQ Cloud, navigate to the Admin Home page.
2. Click Process Definition under Commerce and Documents. The Processes page displays.
3. For the process you want to verify, select Integrations from the Navigation drop-down.
Processes Page
4. Click List.
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5. Review the Integrations available.
Process Integrations
The integrations in the latest Ref App are listed in the following table.
Process Integrations Description

Opportunity Import Salesforce: Imports the Opportunity details and populates the
corresponding attribute values on the Transaction.
User Import Salesforce: Imports the User details and populates the corresponding
attribute values on the Transaction.
Quote Import Salesforce: Imports the Oracle Quote details and populates the
Lightning Quote Upsert Salesforce: Updates the Oracle Quote record that is created initially
when a new quote is created in Lightning mode. This integration
exports the Transaction ID, sets the Opportunity ID and Account ID,
and sets the associated Data Set on the Oracle Quote.
Quote Upsert Salesforce: Creates an Oracle Quote record if one does not exist,
otherwise it updates the existing one. Also sets the flag that tells the
Oracle CPQ Connector that an upsert operation has begun.
Line Item Upsert 200 Salesforce: Creates or updates Oracle Quote Line Items on the Oracle
Quote that are associated with the Lines on the Transaction and
populates the corresponding fields. This upserts the first batch of 200
lines.
populates the corresponding fields. This upserts the second batch of
200 lines.
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Process Integrations Description
populates the corresponding fields. This upserts the third batch of 200
lines.
populates the corresponding fields. This upserts the fourth batch of
200 lines.
populates the corresponding fields. This upserts the fifth batch of 200
lines.
Quote Upsert Complete Salesforce: Updates the flag on the Oracle Quote that lets the Oracle
CPQ Connector know that the upsert is complete. This triggers all the
Salesforce-side updates to the Oracle Quote and Opportunity.
Attach Document Salesforce: Exports a file specified on an Export Attachment action to
the Notes & Attachments list of the Salesforce record associated to
the Transaction.
6. If the integrations listed match the latest Ref App list, proceed to the next section.
Application, the Commerce Process Integrations required for the Salesforce Connector may not be
included in your environment. To proceed, you must complete the steps in the Oracle CPQ Connector
for Salesforce Upgrade and Migration Guide to create your Commerce Process Integrations.
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REVIEW CPQ ACCOUNT INTEGRATIONS
section, we review the Account Integrations that are provided in the Salesforce Reference Application to
ensure they are setup properly.
To review and verify Account Integrations, complete the following steps:
2. Click Accounts under Integration Platform. The Accounts page displays.
Accounts Page
3. Click Integration. The List Integrations page displays.
Account Integrations
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4. Review the Integrations available.
The integrations in the latest Ref App are listed in the following table.
Account Integrations Description

Account Import Salesforce: Imports the Account information from the CRM and maps
those values to Account attributes. It is used by the Refresh Address
action to populate the mapped values on the transaction. When
Account Auto Fill is enabled, the Refresh Address action runs
automatically when the transaction is first created.
Contact Import Salesforce: Imports the Contact information from the CRM and maps
those values to Account Address attributes. It is used by the Select An
Alternate Address action to populate the mapped values on the
transaction.
Application, the Account Integrations required for the Salesforce Connector may not be included in your
environment. To proceed, you must complete the steps in the Oracle CPQ Connector for Salesforce
Upgrade and Migration Guide to create your Account Integrations.
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REVIEW CPQ PARTS INTEGRATIONS
section, we review the Parts Integrations that are provided in the Salesforce Reference Application to
ensure they are setup properly.
To review and verify Parts Integrations, complete the following steps:
2. Click Parts under Products. The Parts Administration page displays.
Part Administration Page
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3. Click Integration. The List Integrations page displays.
Parts Integrations with Salesforce as Parts Master
4. Review the Integrations available. The integrations in the latest Ref App are listed in the
following tables.
If Salesforce is assigned as the Parts Master, the following integrations are available:
Salesforce as Parts Master

Parts Integrations Description
Import Parts Salesforce: When Salesforce is the Parts Master, creates new
Parts/Items in CPQ for each new Product and updates existing Parts
with any new Product details.
Import Part Extended Salesforce: When Salesforce is the Parts Master, updates Parts
Descriptions Extended Description in CPQ with any new Product details.
Import Price Book Entries Salesforce: When Salesforce is the Parts Master, updates Prices on
Parts in CPQ with the Price Book Entry from any mapped Price Book.
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If CPQ Cloud is assigned as the Parts Master, the following integrations are available:
CPQ as Parts Master

Parts Integrations Description
Export Parts Salesforce: When CPQ is the Parts Master, creates new Products in
Salesforce for each new Part/Item and updates existing Products with
any new Part/Item details.
Export Part Extended Salesforce: When CPQ is the Parts Master, updates Products in
Descriptions Salesforce with any new Extended Parts Descriptions.
Export Price Book Entries Salesforce: When CPQ is the Parts Master, updates Price Book Entries
for each Product in Salesforce from the Parts/Items prices.
IMPORTANT:
If your CPQ Cloud site was not provisioned with the latest CPQ Cloud Reference Application, the Parts
Integrations required for the Salesforce Connector may not be included in your environment. To
proceed, you must complete the steps in the Oracle CPQ Connector for Salesforce Upgrade and
Migration Guide to create your Parts Integrations.
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REVIEW INTEGRATION TAB SETTINGS ON CPQ CLOUD COMMERCE ACTIONS
Commerce Process Integrations and Account Integrations are triggered when Commerce actions are
executed. Sometimes these integrations are executed when a sales user clicks a button and other times
they run automatically. In this section, we review the Commerce actions that are provided in the
Salesforce Reference Application to ensure they are setup properly.
VERIFY THE PROCESS AUTO FILL OPTION
The Auto Fill Options are set at the process level and dictate what address information is used to auto
fill the address attributes on your quote when a new quote is created. When integrated with Salesforce,
the Account Integration retrieves this information from the CRM when the Accounts Information is
selected. The fields retrieved are mapped on the Refresh Address action on the Main Document.
To verify the Auto Fill Options, complete the following steps:
3. Click the Name of the process. The Process Administration page displays.
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4. In the Auto Fill Options drop-down, verify Accounts Information is selected.
Auto Fill Options – Accounts Information
VERIFY THE PROCESS INTEGRATION TAB
Integrations set up on the Process Administration page run when new quotes are created.
To verify the Process Integration tab, complete the following steps:
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3. Click the Name of the process. The Process Administration page displays.
4. Click Integration tab from Process Administration page.
5. Review the Available and Selected Imports and verify the following integrations are selected.
Initial Imports Description

Opportunity Import (Import) Salesforce: Imports the Opportunity details and populates the
User Import (Import) Salesforce: Imports the User details and populates the corresponding
VERIFY THE OPEN TRANSACTION INTEGRATION TAB
The Open Transaction Process Action runs each time a quote is opened. Integrations set on the Open
Transaction action retrieve data from Salesforce and update corresponding values on the quote.
To verify the Open Transaction Integration tab, complete the following steps:
1. Navigate to the Admin Home page
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3. For the process you want to verify, select Process Actions from the Navigation drop-down.
4. Click List. The Process Action List page displays.
5. Click on the Open Transaction link from the Action Name column. The Admin Action page
displays.
6. Click on the Integration tab.
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7. Review the Integrations and verify the following integrations are selected and sequenced in the
following order.
Selected Integrations Description

Apply Modify Functions Runs the modifications defined on the Modify tab and the Advanced
Modify functions for this action.
Quote Import (Import) Salesforce: Imports the Oracle Quote details and populates the
Opportunity Import (Import) Salesforce: Imports the Opportunity details and populates the
User Import (Import) Salesforce: Imports the User details and populates the corresponding
VERIFY THE REFRESH ADDRESS ACTION INTEGRATION TAB
The Refresh Address Action runs each time a quote is created when the Account Information Option is
selected as an Auto Fill Option on the process. It also runs when the Refresh Address button is clicked by
a sales user on the quote. When run, this action invokes the Account Integration. On the Refresh
Address Action, you must verify that the proper account integration is selected.
To verify the Refresh Address Action Integration tab, complete the following steps:
3. For the process you want to verify, select Documents from the Navigation drop-down.
4. Click List. The Documents List page displays.
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5. For the Document you want to verify, select Actions from the Navigation drop-down.
6. Click List. The Action List page displays.
7. Click on the Refresh Address link under the Action Name column. The Admin Action page
displays.
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9. Verify Account Import is selected under CRM Mapping.
VERIFY THE RETURN TO OPPORTUNITY ACTION INTEGRATION TAB
The Return to Opportunity Integrations run when the Return to Opportunity button is clicked by a sales
user on the quote. This integration updates the Oracle Quote and Oracle Quote Line Items records in
Salesforce with the latest quote details.
To verify the Return to Opportunity Action Integration tab, complete the following steps:
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7. Click on the Return to Opportunity link under the Action Name column.
8. Click on the Integration tab on the Admin Actions page.
following order.

Quote Upsert (Export) Salesforce: Creates an Oracle Quote record if one does not exist,
Line Item Upsert 200 (Export) Salesforce: Creates or updates Oracle Quote Line Items on the Oracle
lines.
200 lines.
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lines.
200 lines.
(Export) Quote that are associated with the Lines on the Transaction and
lines.
CPQ Connector know that the upsert is complete. This triggers all the
IMPORTANT: If you have quotes with more lines, you may have more integrations listed. If you have
quotes with less lines, you may have less integrations listed.
VERIFY THE RETURN TO ACCOUNT ACTION INTEGRATION TAB
The Return to Account Integrations run when the Return to Account button is clicked by a sales user on
the quote. This integration updates the Oracle Quote and Oracle Quote Line Items records in Salesforce
with the latest quote details.
To verify the Return to Account Action Integration tab, complete the following steps:
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7. Click on the Return to Account link under the Action Name column.
following order.

Quote Upsert (Export) Salesforce: Creates an Oracle Quote record if one does not exist,
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lines.
200 lines.
lines.
200 lines.
(Export) Quote that are associated with the Lines on the Transaction and
lines.
(Export) CPQ Connector know that the upsert is complete. This triggers all the
IMPORTANT: If you have quotes with more lines, you may have more integrations listed. If you have
quotes with less lines, you may have less integrations listed.
VERIFY THE SELECT AN ALTERNATIVE ADDRESS ACTION INTEGRATION TAB
The Select an Alternative Address Integrations run when the Select an Alternative Address button is
clicked by a sales user on the quote. When run, this action invokes the Contact Integration. On the
Select an Alternative Address Action, you must verify that the proper account integration is selected.
To verify the Select an Alternative Address Action Integration tab, complete the following steps:
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7. Click on the Select an Alternative Address link under the Action Name column.
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9. Verify Contact Import is selected under the CRM Mapping.
VERIFY THE LIGHTNING SYNC ACTION INTEGRATION TAB
The Lightning Sync Integrations are triggered when the Lightning Sync Action is run. The Lightning Sync
Action is triggered by the Lightning UI as part of the New Quote flow. It is not used when Embedded
mode is turned on. The Lightning Sync action updates the Oracle Quote in Salesforce with the external
ID for the Transaction in CPQ.
To verify the Lightning Sync Action Integration tab, complete the following steps:
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7. Click on the Lightning Sync link under the Action Name column.
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following order.

Lighting Quote Upsert Salesforce: Updates the Oracle Quote record that is created initially
(Export) when a new quote is created in Lightning mode. This integration
exports the Transaction ID, sets the Opportunity ID and Account ID,
and sets the associated Data Set on the Oracle Quote.
SETUP OPPORTUNITY TO ORACLE QUOTE SYNCHRONICATION
The Salesforce Connector allows a sales user to mark an Oracle Quote as the primary quote which
triggers a synchronization of lines from the attached Oracle Quote to the Opportunity.
In order to successfully synchronize opportunities and quotes, you must first map the quote fields to
their corresponding opportunity fields. Additionally, you must map the quote line item fields to the
opportunity product fields. In this section, we review the required standard and custom field mappings.
When a quote is marked as “active”, the following rules apply:
• If any existing field mappings have a Mapping Type of Oracle Quote to Opportunity, the Oracle
Quote record’s fields are used to update fields on the Opportunity, based on the Field Mappings
records that the admin user has created.
• If any existing field mappings have a Mapping Type of Oracle Quote Line Item to Opportunity
Line Item, Oracle Quote Line Item records are used to create Opportunity Line Item records. The
Opportunity Line Item records’ fields are populated by fields on the Oracle Quote Line Item
records, based on the Field Mappings records that the admin user has created.
IMPORTANT: This feature does not apply to a Quote created from Accounts.
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MAPPING OPPORTUNITY PRODUCT FIELDS TO ORACLE QUOTE LINE ITEM FIELDS
In order to ensure that your Opportunity Forecasts and Reports are accurate, you must sync your Quote
Line Items to your Opportunity as Opportunity Products. Line items are synced to the Opportunity when
the specified quote is marked as Active. When a quote is marked as active, any changes to that quote
are always reflected on the Opportunity and the Opportunity Products.
To successfully create Opportunity Products certain fields are required. These fields must be mapped
following the steps below. Optionally, you can map additional fields that contain data that you want
reflected on the Opportunity level.
Required Field Mappings Description

Sales Price The sales price of the product for this Opportunity.
Quantity The quantity of the product for this Opportunity.
To create the field mappings which associate your Oracle Quote Line Item fields to your Opportunity
Product fields, complete the following steps:
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2. Click on the Field Mappings tab. The Recent Field Mappings page displays.
Field Mappings Tab
3. Click New. The New Field Mapping page displays.
New Field Mappings
4. Enter the following values to create a new field mapping.
Field Description
Field Mapping Name Name for the field mapping.
Data Set Data set that this mapping will affect.
Mapping Type Specify whether this is either a mapping from Oracle Quote to
Opportunity, or Oracle Quote Line Item to Opportunity Line Item
Source File The field on the Oracle Quote or Oracle Quote Line Item that provides
the mapping value’s source info.
Target Field The field on the Opportunity or Opportunity Line Item to be updated.
5. Click Save to save the newly created field mapping or click Save & New to save the field
mapping and create an additional field mapping.
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MAPPING OPPORTUNITY FIELDS TO ORACLE QUOTE FIELDS (OPTIONAL)
You may have information on the quote that you want to track at the opportunity level. To update that
information from the active quote, you must create Field Mappings for those fields.
To create field mappings which associate your Oracle Quote fields to your Opportunity Product fields,
complete the following steps:
2. Click on the Field Mappings tab. The Recent Field Mappings page displays.
Field Mappings Tab
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3. Click New. The New Field Mapping page displays.
New Field Mappings
4. Enter the following values to create a new field mapping.
Field Description
Field Mapping Name Name for the field mapping.
Data Set Data set that this mapping will affect
Mapping Type Specify whether this is either a mapping from Oracle Quote to
Opportunity, or Oracle Quote Line Item to Opportunity Line Item
Source File The field on the Oracle Quote or Oracle Quote Line Item that provides
the mapping value’s source info.
Target Field The field on the Opportunity or Opportunity Line Item to be updated.
5. Click Save to save the newly created field mapping or click Save & New to save the field
mapping and create an additional field mapping.
IMPORTANT: In a later section, we will explain how values from the Transaction in CPQ Cloud get saved
to the Oracle Quote and Oracle Quote Line Items records in Salesforce. You may need to create new
custom fields on those objects which may be added to the field mappings later.
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PARTS SYNC
In order to create Opportunity Products as part of your Opportunity and Quote synchronization, those
products must exist in both Salesforce and CPQ Cloud. This also establishes a master product list that
prevents duplicate product data and ensures consistent pricing. CPQ Cloud provides parts
synchronization capabilities that allow you to import products from Salesforce or to export parts from
CPQ Cloud. These features include creating or updating both products and pricing information.
This section provides instructions for the following activities:
• Verify the Parts Master

• Synchronize Products and Parts
• Synchronize Price Books and Price Book Entries
VERIFY THE PARTS MASTER
Determining the system as your Parts Master is a choice that administrators must make when designing
the initial setup of the system. By default the Salesforce Reference Application, as provisioned with all
new Salesforce-integrated CPQ Cloud sites, assigns Salesforce as the Parts Master. When Salesforce is
the Parts Master, parts integrations import product and price information from Salesforce to CPQ Cloud.
If you choose CPQ Cloud as the Parts Master, parts integrations export product and price information to
Salesforce. Your specific business process should drive the decision of the Parts Master selection.
Generally, we recommend using Salesforce as your Parts Master.
IMPORTANT: In order to change your Parts Master selection, you must log an SR in My Oracle Support.
Refer to Log an Oracle CPQ Connector for Salesforce Service Request.
To check your current Parts Master selection, complete the following steps:
1. Log in as SuperUser.
2. IMPORTANT: To view the Parts Integration Settings page, you must be logged in as SuperUser.
3. Navigate to Admin Home page.
4. Click Parts. The Parts Administration page displays.
5. Under the Item Master section, the selected Parts Master displays. The two available options
are:
• BigMachines - indicates CPQ Cloud as the Parts Master
• Partner - indicates Salesforce as the Parts Master.
6. (Optional) Click on Integration. The Parts Integration page displays.
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7. (Optional) Under List Integrations, if Salesforce is the Parts Master, three integrations are listed:
Import Parts, Import Part Extended Descriptions, and Import Price Book Entries. If CPQ Cloud is
the Parts Master, the following integrations are listed: Export Parts, Export Part Extended
Descriptions, and Export Price Book Entries.
SYCHRONIZING PARTS
Once you have selected your Parts Master and you have created your parts in the master system, you
are ready to synchronize your parts between the systems. Until you have completed this step, you are
not able to successfully synchronize Oracle Quotes with Opportunities.
Considerations for Using Parts Sync:
• Part Sync supports multiple Price Books. Each Salesforce Price Book must be mapped to a
corresponding CPQ Cloud Price Book. Refer to Price Book Mapping.
• Part Sync supports multiple currencies per Price Book. To use multiple currencies, you need to
modify the XSL templates provided for each parts integration and change the
partner_max_export_size parameter. Open a service request with My Oracle Support for this
change.
• Each part integration has a Delta option which when selected limits the integration to only
update changed parts. When unselected, all parts are updated.
• If you have custom parts fields that you want to sync to Salesforce, you need to create custom
fields on the Product object in Salesforce and add those mappings to your XSL templates.
• Products in Salesforce must be set to Active before they can be synced to an Opportunity.
• If multiple CPQ Cloud sites are setup to integrate with one Salesforce instance, you can use
multiple CPQ Cloud sites as the Parts Master for integration with the same Salesforce site. You
must ensure that duplicate part numbers are not synced to Salesforce from the separate CPQ
sites.
PRICE BOOK MAPPING
All products in Salesforce must be contained in at least one Price Book. This Price Book is usually the
standard Price Book but this may vary depending on your implementation. Often customers use
multiple Price Books to organize their products and segment their pricing. Before you can sync parts,
you must manually map each Price Book ID from Salesforce to the corresponding Price Book in CPQ.
To map your Price Book ID, complete the following steps:
1. In Salesforce, log in as an administrator.
2. Click on All tabs (+).
3. Click on Price Books. The Price Book List page displays.
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4. Click on your Price Book in the Price Book Name column. The Price Book displays.
5. Copy the Price Book ID from the URL to your clipboard.
6. Log in to CPQ Cloud as FullAccess user.
7. Go to Admin Home page.
8. Click on Parts under Products. The Parts Administration page displays.
9. Click List under the Price Book section.
10. Click the target Price Book name under the Name column.
11. Paste the Price Book ID (copied from Salesforce) to the Partner Price Book ID field within the
Integration section.
12. Click Update.
13. Repeat these steps for each additional Price Book.
POPULATE THE ORACLE CPQ PART NUMBER
When Salesforce is the Parts Master, part sync creates new parts in CPQ Cloud. In order to create a part
in CPQ Cloud, you must supply a unique value for the Part Number attribute. Before you can import
parts from Salesforce, you must supply this unique value for the integration. The Salesforce Connector
includes a field called Oracle CPQ Part Number on the Product object for this use. You must populate
this value for every Salesforce product.
The easiest way to populate this field on existing Salesforce products is by completing the following
steps:
1. Download the Salesforce Data Loader tool. Use this tool to download the product records.
2. Copy the associated product name into the Oracle CPQ Part Number field.
3. Re-upload the product records with the updated field.
The Part Numbers used when creating parts is determined by your business process. Adapt these steps
as appropriate.
IMPORTANT: The steps above assume Salesforce is the Parts Master. If CPQ Cloud is the Parts Master,
the Oracle CPQ Part Number field is populated by the parts export.
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IMPORT PARTS
Now that you have mapped your Price Books and populated the Oracle CPQ Part Number, you are ready
to import parts from Salesforce to CPQ Cloud. Importing parts from Salesforce creates new parts in CPQ
Cloud if they do not already exist and updates existing parts.
IMPORTANT: If you have selected CPQ Cloud as the Parts Master, the steps outlined in this section are
similar for exporting Parts to Salesforce.
To import parts from Salesforce, complete the following steps:
1. Log in to CPQ as SuperUser.
3. Click Parts under Products. The Part Administration page displays.
4. Click Integration under Item Master.
IMPORTANT: If your SuperUser has not already been integrated, you need to click Partner Login to
connect to Salesforce prior to syncing parts.
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5. Select the Import Parts integration under the Name column in the List Integrations section.
6. Click Import.
7. Your import job appears under the Scheduled Integrations section. Click Refresh to monitor the
status.
8. Once complete, your integration job appears under the Integration History section. View the
details of the job. The log is available if needed to troubleshoot errors.
9. (Optional) To verify that your parts have been created in CPQ and properly mapped to the
Salesforce product, complete the following steps:
a. Navigate to Admin Home page.
b. Click Parts. The Parts Administration page displays.
c. Click Search under Search for Part by Part Number section. The Part Search Results
display.
d. Click on the part number you want to verify. The Part Editor displays.
e. Review the information to ensure it is complete and verify the Salesforce ID under
Product Integration Information section.
IMPORTANT: You may need to modify the XSL templates for this integration if you are using custom
attributes, multiple currencies, or other customizations.
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IMPORT PART EXTENDED DESCRIPTIONS (OPTIONAL)
The Part Extended Descriptions attributes can be used to display additional product details to users. This
section provides steps to import this information from Salesforce.
IMPORTANT:
- If you have selected CPQ Cloud as the Parts Master, the steps outlined in this section are similar for
exporting to Salesforce.
- The part must exist in CPQ Cloud before you can update the Part Extended Description.
To import Parts Extended Descriptions from Salesforce, complete the following steps:
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5. Select the Import Part Extended Descriptions integration under the Name column in the List
Integrations section.
6. Click Import.
status.
IMPORTANT: You need to modify the XSL templates for this integration to point to the custom fields in
Salesforce that store the Part Extended Descriptions.
IMPORT PRICE BOOK ENTRIES
Price Book Entries are how Salesforce stores pricing information about their products. CPQ Cloud stores
pricing information differently. This integration imports the Salesforce price information for each
product and transforms it into a format that can be stored in CPQ Cloud.
IMPORTANT:
- If you have selected CPQ Cloud as the Parts Master, the steps outlined in this section are similar for
exporting to Salesforce.
- The part must exist in CPQ Cloud before you can update the Pricing Information for the part.
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To import Price Book Entries from Salesforce, complete the following steps:
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5. Select the Import Price Book Entries integration under the Name column in the List
Integrations section.
6. Click Import.
status.
IMPORTANT: You may need to modify the XSL templates for this integration if you are using multiple
price books, multiple currencies, or other customizations.
SCHEDULE PARTS INTEGRATIONS
Once the Parts Master is established and parts are initially set up between CPQ Cloud and Salesforce, it is
important to keep the parts synchronized between the applications.
To schedule parts sync integration action, complete the following:
1. Log in to your application as a SuperUser.
2. Click Partner Login at the top right of the page.
3. Navigate to Admin > Parts > Integration.
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4. Select the specific integration you want to schedule and click Schedule.
Parts Sync – Schedule Export
5. Assign the parts sync integration action by selecting the appropriate time interval information in
the Schedule Type, Day/Frequency, Hours, and Minutes drop-downs.
6. Specify a Start Date in the format specified, such as MM/dd/yyyy h:mm am.
7. Specify an End Date, if desired, in the format specified, such as MM/dd/yyyy h:mm am.
8. Select one of the following part sync types:
• Delta – only export parts that have been updated since the last parts sync integration
activity.
• All Parts – perform an export for every part. This overwrites all part information with the
latest data.
9. Click Add Schedule.
10. Verify that the integration activity is added to the Scheduled Integrations list.
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USER SYNC
Integrated users will have two user accounts—one in Salesforce and one in CPQ Cloud. The User Sync
features allow users to manage their preferences and credentials in one system. It also saves
administrator time by automating the provisioning and pairing of new users. Once users are provisioned
and paired, users are able to Single Sign On (SSO) from Salesforce to CPQ Cloud.
This section provides instructions for the following activities:
• Manually pair existing users from CPQ Cloud

• Automatically provision CPQ users from Salesforce
• Allow quote creation
MANUALLY INTEGRATE EXISTING USERS FROM CPQ CLOUD
If you have existing users in CPQ Cloud which need to be paired to Salesforce users, you can manually
create the connection. This establishes the relationship between the two user accounts and prepares
them for SSO.
These steps are similar to the integration user pairing except with other user types. You can repeat
these steps for as many users as required.
IMPORTANT:
• Do not proceed with this process until CPQ Cloud Support has completed the Service Request to
establish the security and connected app. Refer to Log an Oracle CPQ Connector for Salesforce
Service Request.
• If you are upgrading and migrating you may not need to perform this procedure as you already have
users paired and integrated. Please reference the Oracle CPQ Connector for Salesforce Upgrade and
Migration Guide.
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PAIR USER AND GENERATE TOKEN
The first step for integrating users is to pair the user accounts across systems. This is done by entering
the Salesforce username that corresponds to the CPQ user on the User Integration page. In this section,
we describe how to manually pair users, alternatively you can use the Automatic Provisioning feature.
Most often administrators manually pair a few initial test users and switch to automatic provisioning
when the integration rolls out to the rest of organization. Refer to Automatically Provision CPQ Users
from Salesforce for instructions on the Automatic Provisioning feature.
Once users have been paired, a user token must be generated before those users are allowed to SSO
from Salesforce into CPQ Cloud. Once a user has generated this token, they will continue to be able to
sign on from Salesforce even after their Salesforce user password changes. This section describes how
to manually generate the token. If a user has been paired, but a token has not been generated, the user
is prompted to do so when they first attempt to login to CPQ Cloud.
IMPORTANT: Before you begin, log out of all Salesforce instances so that you do not accidently pair to
the wrong user account or organization.
To pair a user and generate a token, complete the following steps:
1. Log into Oracle CPQ Cloud with the Username and Password for the user to be paired.
Oracle CPQ Cloud Login
2. Click the My Profile icon in the Navigation bar at the top of the page.
My Profile Icon
IMPORTANT: The My Profile icon and location may vary based on your CPQ site configuration.
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3. Click User Integration.
My Profile – User Integration
4. Enter the Salesforce Username that you are pairing to in the Login field.
5. Click Generate Token.
User Integration – Generate Token
6. Log in to Salesforce with the credentials for the user account you want to integrate.
Salesforce Login
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7. You may be prompted to allow your Salesforce Org Connected App access to your CPQ
environment. Click Allow.
Salesforce – Allow Access
The User Integration page displays with confirmation that the Token Generated
User Integration – Token Generated
IMPORTANT: If you try to access CPQ Cloud from Salesforce with a user that has not been paired, they
will see errors when trying to open quotes.
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AUTOMATICALLY PROVISION CPQ USERS FROM SALESFORCE
Automatic provisioning of CPQ users saves administrator time by automating the process of creating
users in CPQ Cloud. There are two scenarios when this feature is very beneficial:
• Creating a user in Salesforce and immediately provisioning the user in CPQ Cloud
• Provisioning a new CPQ user for an existing Salesforce user
Before you can use automatic provisioning, there are a few preliminary steps you may want to perform
to aid in this process. CPQ User Groups are used to control which products users have access to and
which actions they can perform on quotes, these must be defined before provisioning users into those
groups. Also, CPQ User Profiles can act as a template which defaults the user preferences and group
membership for certain categories of users.
IMPORTANT: To perform these procedures, you must have an active CPQ integration user and
Salesforce integration user that has been paired (Refer to Integration User Pairing) and ensure that you
are not logged in as any other user than the paired integration user.
CREATE USER GROUPS IN SALESFORCE
Before you can start provisioning your users, you must replicate each of your active CPQ Groups inside
Salesforce. To complete the task, you need to first login to CPQ Cloud to retrieve group variable names
then login to Salesforce to add the group names.
To retrieve Group Variable Names from CPQ Cloud, complete the following steps:
1. In CPQ Cloud, go to the Admin Home Page.
2. Under Users, click Groups. The Group Administration List displays. Leave the Group
Administration List open or copy the variable names for all groups into a document. You must
reference these values in later steps.
Group Administration List
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To add CPQ Group Variable Names as Salesforce Picklist Values, complete the following steps:
1. In Salesforce, navigate to Setup.
2. Navigate to Build > Create > Objects to open the Custom Objects page.
3. Click Oracle User.
4. In Custom Fields & Relationships, click on the Groups link under Field Label. The Custom Field
Definition Detail information displays.
Custom Field & Relationships
5. Click New under Values.
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6. In the Groups page, enter the variable names of each CPQ Cloud User Group that you retrieved
from CPQ Cloud. Enter each variable name on a separate line.
Add Picklist Values
7. Click Save.
8. In Picklist Values, delete the Standard user group by clicking the Del link next to it, unless you
have a group with a variable name of “Standard” in your CPQ Cloud site.
IMPORTANT: There must be at least one user group.
Picklist Values
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CREATE USER PROFILES (OPTIONAL)
User profiles can be thought of as templates for grouping together common default settings for a set of
similar users. This can be helpful when you have users in different countries who have differing
language and currency preferences. Another scenario for user profile is if users work in different lines of
business and require membership to different groups. Defining user profiles makes it easier for an
administrator to provision users.
To create CPQ User Profiles, complete the following steps:
1. In Salesforce, select the Sales drop down and click Oracle CPQ Extension.
2. Click on Oracle User Profiles tab.
3. Click New. The New Oracle User Profile page displays.
New User Profile
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4. Enter the values for the fields for the desired user profile. Refer to the table below for field
information.
New Oracle User Profile

Fields Purpose/Description
Oracle User Profile Name Enter the desire name for the User Profile.
User Type Select the designated user type, for example, FullAccess, SalesAgent
ChannelAgent, RestrictedAcesses
Partner User Check this if the users are to be paired with a “Partner User”.
Link to CPQ User Check this to allow for users to be created in CPQ, if one does not
exist.
Suspend CPQ User Sync Check this to not send changes that are made on the User Profile in
Salesforce to be sent to CPQ.
Allow Quote Creation Check this if users are allowed to create quotes.
Designated Approver Enter the name of the designated approver for the user profile.
Groups Select from the list of groups available. Refer to Create User Groups in
Salesforce
Language Preference Select the preferred display for the language for the users assigned
this profile.
Currency Preference Select the preferred display for currency for the users assigned this
profile.
Number Format Select the number format default for this user profile. Select decimal
or comma.
Units Select the preferred display for units of measure for the users
assigned this profile.
Data Table Format Select the preferred display of the data table format for the users
Time Zone Select the time zone for the users assigned this profile.
5. Click Save.
PROVISION CPQ USERS
Once you have defined your user groups and profiles, you are ready to begin automatically provisioning
users in CPQ Cloud.
To provision CPQ users, complete the following steps:
1. In Salesforce, navigate to the Setup > Manage Users > Users.
2. Click on the user that you want to pair with CPQ and scroll down to the Oracle User section
created in Update the User Layout.
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3. Click Edit on the Oracle user record.
Oracle CPQ Cloud Default Profile
4. (Optional) If you have created user profiles, select a Default Profile from the available drop
down. The user settings and preferences automatically populate once the profile is selected.
Oracle CPQ Cloud to Salesforce User Profile Sync
IMPORTANT: The default profile feature only works when Oracle users are first created. Subsequent
changes to the user preferences must be entered manually.
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5. (Optional) If you are not using default profiles, fill in the preferences for this user. Refer to the
table below for field information.
Oracle User Fields Purpose/Description

User Type Select the designated user type, for example, FullAccess, SalesAgent
ChannelAgent, RestrictedAcesses
Partner User Check this if the users are to be paired with a “Partner User”.
Link to CPQ User Check this to allow for users to be created in CPQ, if one does not
exist.
Suspend CPQ User Sync Check this to not send changes that are made on the User Profile in
Salesforce to be sent to CPQ.
Allow Quote Creation Check this if users are allowed to create quotes.
Designated Approver Enter the name of the designated approver for the user profile.
Groups Select from the list of groups available. Refer to Create User Groups in
Salesforce
Language Preference Select the preferred display for the language for the users assigned
this profile.
Currency Preference Select the preferred display for currency for the users assigned this
profile.
Number Format Select the number format default for this user profile. Select decimal
or comma.
Units Select the preferred display for units of measure for the users
Data Table Format Select the preferred display of the data table format for the users
Time Zone Select the time zone for the users assigned this profile.
5. Click Save. The Salesforce Connector creates a user in CPQ Cloud which uses the preferences
settings as entered above.
6. (Optional) Log in to CPQ as an administrator and verify the user was created.
IMPORTANT:
• After the user has been initially provisioned, you can return to this page to modify the user
preferences at any time. Each change gets synchronized to CPQ Cloud when you click Save.
• If you receive an error, verify that you have proper permissions.
• When a user is created in CPQ, the username is automatically generated based off the Salesforce
username. With this in mind, duplicate usernames for CPQ could occur.
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ALLOW QUOTE CREATION
Once users have been provisioned, they must be granted the ability to create quotes in each CPQ site or
process. This is done simply by selecting the Allow Quote Creation checkbox on each Oracle user record.
To allow quote creation, complete the following steps:
1. In Salesforce, navigate to Setup > Manage Users > Users.
2. Click on the username you want to update. The User page displays.
3. Click Edit from the User Detail panel to modify Salesforce and Oracle CPQ Cloud user details.
User Page
4. Scroll down to the Oracle User Section created in Update the User Layout, click Edit.
OU Section - Edit
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5. Select or Unselect the Allow Quote Creation checkbox for each connection listed for the user.
When selected, the user is allowed to create quotes for the specified site or process.
Allow Quote Creation
6. Click Save.
IMPORTANT:
• If a user is unable to create quotes, ensure that the Allow Quote Creation checkbox is selected.
• If you have multiple CPQ Cloud sites or processes connected and a user has access to more than one
site, they are prompted to select the quote type when creating a quote.
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EMBEDDED TRANSACTION UI VERSUS LIGHTNING TRANSACTION UI
Salesforce currently offers two primary user interface options for their CRM, the Lightning Experience
and the Classic UI. Oracle CPQ Cloud, when integrated with the Oracle CPQ Connector for Salesforce,
supports three Transaction user interfaces: the Legacy, JET, and Lightning Transaction UIs. This results
in different UI combinations for user experiences. Understanding the differences is important when you
begin to roll this out to users.
The Salesforce Connector supports five primary combinations of user interfaces:
• Embedded CPQ Legacy Transaction UI inside the Salesforce Classic UI
• Embedded CPQ JET Transaction UI inside the Salesforce Classic UI
• Embedded CPQ Legacy Transaction UI inside the Salesforce Lightning Experience
• Embedded CPQ JET Transaction UI inside the Salesforce Lightning Experience
• Natively rendering the CPQ Lightning Transaction UI inside the Salesforce Lightning Experience
In this section, we briefly describe the different combinations and provide guidance on selecting the
best option for your business needs.
EMBEDDED CPQ LEGACY TRANSACTION UI INSIDE THE CLASSIC UI
Anytime users create or edit Oracle Quotes from Salesforce Classic, the Embedded Transaction UI loads
automatically regardless of which UI mode you have chosen for use in the Lightning Experience. If these
Quotes were created when the Lightning Transaction UI was active, they will always revert to an
embedded experience when the user switches back to Classic.
If you have not yet enabled the JET Transaction UI in CPQ for the logged in user, they will automatically
see the Legacy Transaction UI when they access CPQ.
CPQ Legacy Transaction UI Inside the Classic UI
This combination of the Salesforce Classic UI and the CPQ Legacy Transaction UI is well established and
is the experience that existing customers is most familiar with. This was the only experience available in
older versions of the integration (managed package v7 and earlier).
If you are not planning to transition to the Lightning Experience in Salesforce at this time, this mode is
the only mode you are using if you have not adopted the JET Transaction UI in CPQ.
When using this mode you are limited to using the CPQ features that are supported in the Legacy
Transaction UI. You can customize the Legacy Transaction UI using the Layout Editor, CSS, and JavaScript
to improve the experience for the sales users.
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EMBEDDED CPQ JET TRANSACTION UI INSIDE THE CLASSIC UI
Anytime users create or edit Oracle Quotes from Salesforce Classic, the Embedded Transaction UI loads
automatically regardless of which UI mode is chosen for use in the Lightning Experience. If these Quotes
were created when the Lightning Transaction UI was active, they always revert to an embedded
experience when the user switches back to Classic.
If you have enabled the JET Transaction UI in CPQ for the logged in user, they will automatically see the
JET Transaction UI when they access CPQ.
CPQ JET Transaction UI inside the Classic UI
This combination of the Salesforce Classic UI and the CPQ JET Transaction UI is a new option made
available when the JET Transaction UI was released.
If you are not planning to transition to the Lightning Experience in Salesforce at this time, this mode is
the only mode you are using if you have not adopted the JET Transaction UI in CPQ.
When using this mode, you have access to all the features supported by the JET Transaction UI. You can
customize the JET Transaction UI using the Layout Editor, CSS, and JavaScript to improve the experience
for sales users.
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EMBEDDED CPQ LEGACY TRANSACTION UI INSIDE THE LIGHTNING EXPERIENCE
When the CPQ Site Settings are set to Use Embedded Transaction in Lightning, users who create or edit
Oracle Quotes from the Lightning Experience will use the Embedded Transaction UI. This UI is identical
to the UI displayed when the user accesses the Quote from the Classic UI.
If you have not yet enabled the JET Transaction UI in CPQ for the logged in user, they will automatically
see the Legacy Transaction UI when they access CPQ Cloud.
CPQ Legacy Transaction UI Inside the Lightning Experience
This combination of Salesforce Lightning Experience and the CPQ Legacy Transaction UI is a new
capability available to customers using the Salesforce Connector (managed package v8 or later). This
gives existing CPQ customers who have already invested in building out the Legacy Transaction UI a fast
and easy path to using CPQ Cloud with Lightning.
When using this mode you are limited to using the CPQ features that are supported in the Legacy
Transaction UI. You can customize the JET Transaction UI using the Layout Editor, CSS, and JavaScript to
improve the experience for sales users.
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EMBEDDED CPQ JET TRANSACTION UI INSIDE THE LIGHTNING EXPERIENCE
When the CPQ Site Settings are set to Use Embedded Transaction in Lightning, users who create or edit
Oracle Quotes from the Lightning Experience use the Embedded Transaction UI. This UI is identical to
the UI displayed when the user accesses the Quote from the Classic UI.
If you have enabled the JET Transaction UI in CPQ for the logged in user, they will automatically see the
JET Transaction UI when they access CPQ Cloud.
CPQ JET Transaction UI Inside the Lightning Experience
This combination of the Lightning Experience and the CPQ JET Transaction UI is a new capability
available when using the Salesforce Connector (managed package version 8 or later). This allows you to
combine the newest CPQ UI, along with all the new features being added to JET, with Salesforce’s latest
features only available in Lightning.
When using this mode you have access to all the features supported by the JET Transaction UI. You can
customize the JET Transaction UI using the Layout Editor, CSS, and JavaScript to improve the experience
for sales users.
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CPQ LIGHTNING TRANSACTION UI INSIDE THE LIGHTNING EXPERIENCE
If the CPQ Site Settings are set to not Use Embedded Transaction in Lightning, users who create or edit
Oracle Quotes from the Lightning Experience use the Lightning Transaction UI.
The Lightning Transaction UI is a natively rendered UI that is provided by Oracle. It is built using Lightning
Components and the Lightning Design System and is dynamic and fully responsive. The layout, attributes,
and actions displayed on the page are all defined and managed from inside CPQ Cloud.
CPQ Lightning Transaction UI Inside the Lightning Experience
This combination of the Lightning Experience and the CPQ Lightning Transaction UI provides the most
seamless experience for users seeking a “native” CPQ experience within Salesforce. All the UI elements
that users interact with share the same technology as those provided for any standard Salesforce object.
When using this mode you are limited to using the CPQ features that are supported in the Lightning
Transaction UI. See Comparison of the CPQ Connector for Salesforce and the Salesforce Commerce
Integration for a list of features that are not supported in the Lightning Transaction UI. You can not
customize the styling and behavior of the Lightning Transaction UI using CSS or JavaScript.
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TOGGLE BETWEEN SALESFORCE CLASSIC AND THE LIGHTNING EXPERIENCE
If the logged in user has access to both Lightning Experience and Classic mode they have the ability to
switch back and forth between the two interfaces. When switching back and forth, the Salesforce
Connector loads the appropriate CPQ UI based on the active mode.
IMPORTANT: If the user does not have access to these toggles, contact your Salesforce administrator.
To switch to Classic mode from the Lightning Experience, complete the following steps:
1. Click on the User icon in the top-right corner of the page.
2. Click on Switch to Salesforce Classic.
Switch to Classic Option
To switch to the Lightning Experience from Classic mode, complete the following step:
1. Click on Switch to Lightning Experience just to the left of your name.
Switch to Lightning Experience Option
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TROUBLESHOOTING
The section provides an up-to-date list of both helpful insights and solutions to known issues regarding
the Oracle Adapter for Salesforce Lightning. This information is intended for administrators and
developers because it provides implementation help and solutions to known issues.
HELPFUL TIPS
Below are useful time saving tips or advice directly from our developers and QA testers to help you
configure the most efficient system integration using the Oracle Adapter for Salesforce Lightning.
Tip Description
The Transaction Name attribute in CPQ Cloud should be the same size
To avoid the truncation of Quote
as the Quote Name field on the Oracle Quote (Max. 80 chars).
Name in the Oracle Adapter …
By default, Apple Mobile Safari sets the Accept Cookies option to Sites I
Browser Top for Apple Mobile
Visit, which presents issues for Canvas Apps. Solution: Use the
Safari users …
Salesforce suggested settings for Apple Cookies. This requires setting
the Block Cookies setting to Never. Otherwise, CPQ Cloud doesn’t have
permissions to set cookies and cannot log in users via the Salesforce
Canvas App. For additional information, refer to the Canvas Developer
Guide.
First step of troubleshooting any errors in the Lightning UI should be to
Lightning User Interface error…
check that the Embedded UI does not also have errors. Often errors
are due to problems with the integration XSL files.
TROUBLESHOOTING ISSUES
If you are encountering a problem the table below may have a solution to your issue.
Issue Possible Solution

Authorization Certificate has More than likely, it has been two (2) years since your Salesforce org’s
Expired. certificate was last authorized with CPQ Cloud using OAuth 2.0
Security. These certificates are good for two years and then must be
renewed. The solution is to authorize a new certificate and is described
Create a Certificate.
Note: Before you officially switch over to a new certification (and its
new keychain record), we highly recommend that you perform this first
in a sandbox.
When entering CPQ site settings Verify that the Certificate Name is an exact match for the one provided
information, you get a "405" error via My Oracle Support.
when connection to CPQ.
109
Mark Quote as Active fails and If you receive a Salesforce non-zero error when you attempt to mark a
generates an Error quote as active, this may be caused by using zero (0) as the quantity for
a line item. Even though CPQ Cloud allows a zero (0) quantity as a line
item (e.g., subscription for 12 months), Salesforce does not. Salesforce
has a non-zero quantity rule for Opportunity products and does not
add products if a quantity is set to zero (0).
To avoid this, when adding products to your quote, do not use zero (0)
as a quantity.
Quote Names are Truncated. To avoid this, the Transaction Name attribute in CPQ Cloud should be
the same size as the Quote Name field on the Oracle Quote (Max. 80
chars).
Administrator does not receive Navigate to Salesforce Setup and search for Batch Jobs to review any
error messages when attempting to error messages that may have been received during the user creation
create a new CPQ User. process.
An error is present in the Locate the integrations that run on that particular action (for example,
Embedded mode. including the Lightning Sync Action’s modify for New) and use the
integration debugger from within CPQ Cloud’s Admin interface.
When trying to create a new Check that the certificate has been added successfully and that the
quote, you get an error similar to unique name for the certificate in Salesforce settings matches the
"Data Not Available" or "403" errors. value entered in the CPQ Site Settings exactly. The value is case
sensitive.
Permission errors Verify that your user has been synchronized to CPQ.
The Embedded UI loads a blank On the Connected App, set the Permitted Users to “Admin approved
frame. users are pre-authorized” and add the CPQ permission sets as
approved for the Connected App.
When trying to pair CPQ Try the following steps:

Integration User to Salesforce, the 1. Go to CPQ Admin
Generate Token button is missing 2. General Site Settings
from User Integration page.
3. Make sure Enable CRM OAuth is set to True
4. Click Update.
When adding a line item or If you receive a white screen and error message similar to
reconfiguring the canvas, you receive “error=redirect_uri_mismatch&error_description…”, follow the Add
a white screen and error message. CPQ Environment to CORS Whitelist and Add CPQ Environment to CSP
Whitelist procedures and ensure that the CPQ site URLs are entered
correctly.
Line Item Ordering is not enabled Verify that the site has been provisioned with the latest CPQ Cloud
(_sequence_number attribute Reference Application for Salesforce. Refer to the Oracle CPQ
enabled). Connector for Salesforce Upgrade and Migration Guide for instructions.
110
Unable to view recordView If you are not able to view the recordView component when building a
component when creating a new new Lightning App, you may need to deploy your previously created
Lightning page in the Lightning App My Domain.
Builder.
Import Opportunity doesn’t work. Verify that Document VarName is correct.
Parts Sync doesn’t work. Review the export parts, verifying the required field mappings are
correct.
The Lightning Sync Action creates Confirm you are using the correct Integration for the Lightning Sync
two objects within the Salesforce Action. Reusing the Save Action integrations can cause this issue.
Opportunity: one blank Quote and
one Quote with the details saved
post-creation.
If you do not see a solution to your issue, you can Log an Oracle CPQ Connector for Salesforce Service
Request.
111
POST-UPGRADE CONSIDERATIONS
Review the following after completing the setup tasks outlined in this document.
SANDBOX TESTING
Always upgrade in a Salesforce sandbox and test the instance of Oracle CPQ Cloud before installing into
production.
BROWSER SUPPORT
CPQ Cloud supports all browser versions that meet the criteria of the Oracle Software Web Browser
Support Policy.
If you experience issues using a supported browser version, open a ticket on My Oracle Support to
resolve the issue. If an issue arises when using a supported browser, use a certified browser version
until the delivery of a fix. Certified browsers are selected based on current market share and thoroughly
tested to work with the current version's standard functionality.
CERTIFIED BROWSERS
Windows
• Google Chrome 71.x
• Mozilla Firefox 62.x
• Internet Explorer 11.x
IMPORTANT: Compatibility issues with the selected browsers may exist when sites contain additional
JavaScript, alternate CSS, or other custom functionality. Customizations may require add-on work.
Contact My Oracle Support to determine the availability of workarounds and minor fixes.
SALESFORCE INTEGRATION SUPPORT
Oracle officially supports version 8 and version 8.1 (installed package version 1.10 and 8.1 respectively)
of the Oracle CPQ Connector for Salesforce. We also continue to support version 7.2 of the legacy
Oracle CPQ Commerce Integration.
IMPORTANT: Previous versions of these packages are expected to continue to function; however Oracle
will not address new issues that arise. We strongly encourage customers to upgrade to the latest
supported version.
112
TRAINING
Please refer to the release documentation for all versions between your current version and the version
to which you are upgrading to see all new functionality, resolved known issues, and functional known
issues.
Refer to the CPQ Cloud Online Help to become familiar with the new features introduced in Oracle CPQ
Cloud. For additional help, see My Oracle Support.
Verify any information not explicitly mentioned in this document as supported by the software against
the product help for Oracle CPQ Cloud or the Oracle CPQ Cloud Consulting team.
ADDITIONAL INFORMATION
For more information on Oracle CPQ Cloud, visit the Oracle CPQ Cloud documentation site.
DISCLAIMER
The details in this document are provided for high-level informational purposes only and are not
intended to function as a specification or to replace the Online Help. Upgrading to a subsequent release
may require the re-deployment of Commerce Processes, Configuration, CPQ Site Settings, or global
function settings. Modifications to integration XSL files or APIs may also be required.
113
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This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected
by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce,
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Oracle CPQ Connector for Salesforce

Installation and Setup Guide

CHECK THE CPQ CLOUD AND REFERENCE APPLICATION VERSIONS .....................................................................................7

AUTHORIZE A CPQ CLOUD SITE WITHIN SALESFORCE ................................................................................................... 13

PERMISSIONS AND PAGE LAYOUTS ...................................................................................................................... 31

ASSIGN THE ADMIN PERMISSION SET ........................................................................................................................ 31

INTEGRATION SETTINGS ...................................................................................................................................... 46

CPQ SITE SETTINGS .............................................................................................................................................. 46

PARTS SYNC ......................................................................................................................................................... 79

VERIFY THE PARTS MASTER .................................................................................................................................... 79

USER SYNC ........................................................................................................................................................... 89

MANUALLY INTEGRATE EXISTING USERS FROM CPQ CLOUD .......................................................................................... 89

EMBEDDED TRANSACTION UI VERSUS LIGHTNING TRANSACTION UI ................................................................ 102

EMBEDDED CPQ LEGACY TRANSACTION UI INSIDE THE CLASSIC UI ................................................................................ 103

HELPFUL TIPS .................................................................................................................................................... 109

SANDBOX TESTING.............................................................................................................................................. 112

Date What's Changed Notes

• Oracle Adapter for Salesforce Lightning

• Oracle CPQ Extension for Salesforce Lightning

Prerequisite Description/Additional Information

This section provides procedures for the following:

• Locate the CPQ Cloud Version Information

LOCATE THE CPQ CLOUD VERSION INFO

1. Log in to CPQ Cloud.

2. Navigate to the Admin Home page.

3. Click CPQ Version Info. The Releases page displays.

4. Note the Version.

1. Log in to CPQ Cloud.

2. Navigate to the Admin Home page.

4. Click on the About folder.

• Register in My Oracle Support

REGISTER IN MY ORACLE SUPPORT

LOG AN ORACLE CPQ CONNECTOR FOR SALESFORCE SERVICE REQUEST

1. Navigate to the My Oracle Support (MOS) website.

2. Sign in using your MOS Support Account credentials.

3. Locate the Service Request tab and click Create SR.

4. Enter a Problem Summary and Problem Description.

8. Enter your Support Identifier.

9. Enter the Severity as 3-Minor Loss of Service.

10. Click Next.

11. Follow the remaining steps as prompted.

IMPORTANT: Refer to log an SR online help articles for further assistance.

1. Oracle CPQ Connector for Salesforce:

• Oracle CPQ Connector for Salesforce –Production Installation

• Oracle CPQ Connector for Salesforce – Sandbox Installation

2. Oracle CPQ Extension for Salesforce:

• Oracle CPQ Extension for Salesforce –Production Installation

• Oracle CPQ Extension for Salesforce – Sandbox Installation

AUTHORIZE A CPQ CLOUD SITE WITHIN SALESFORCE

REGISTER THE CPQ CLOUD SITE AS A REMOTE SITE

All Remote Sites

Remote Site Edit

2. Click New in the Whitelisted Origins section.

CORS Security Protocol

CORS Whitelisted Origins

CSP Security Protocol

2. Click New Trusted Site.

1. Click New Trusted Site.

Generating a certificate, signed by Salesforce, ensures that communications purporting to originate

1. Navigate to Setup > Security Controls > Certificate and Key.

Security Controls Options

2. Click Create Self-Signed Certificate.

Security Controls – Certificate and Key Management

3. Enter a descriptive name in the Label field for your certificate.