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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. CPQ How-To: New Salesforce.com Integration with CPQ Cloud v5 Fazal Gupta Architect Oracle CPQ Cloud April 1, 2015

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

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Page 1: CPQ How-To: New Integration with CPQ · PDF fileTitle: CPQ How-To: New Integration with CPQ Cloud v5 Author: Oracle Corporation Subject: Oracle CPQ Cloud Keywords: modern sales experience,

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

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

Page 2: CPQ How-To: New Integration with CPQ · PDF fileTitle: CPQ How-To: New Integration with CPQ Cloud v5 Author: Oracle Corporation Subject: Oracle CPQ Cloud Keywords: modern sales experience,

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

Safe Harbor Statement

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

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Page 3: CPQ How-To: New Integration with CPQ · PDF fileTitle: CPQ How-To: New Integration with CPQ Cloud v5 Author: Oracle Corporation Subject: Oracle CPQ Cloud Keywords: modern sales experience,

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

Agenda

3

Integration Overview

2014 R2 Enhancements Overview

Demo

Q&A

Page 4: CPQ How-To: New Integration with CPQ · PDF fileTitle: CPQ How-To: New Integration with CPQ Cloud v5 Author: Oracle Corporation Subject: Oracle CPQ Cloud Keywords: modern sales experience,

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

Integration Overview

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Page 5: CPQ How-To: New Integration with CPQ · PDF fileTitle: CPQ How-To: New Integration with CPQ Cloud v5 Author: Oracle Corporation Subject: Oracle CPQ Cloud Keywords: modern sales experience,

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

CPQ Cloud & Salesforce Standard Integration Objects

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Accounts

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

Transactions

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

User Interface

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

Users, Parts and Price Books

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

Page 6: CPQ How-To: New Integration with CPQ · PDF fileTitle: CPQ How-To: New Integration with CPQ Cloud v5 Author: Oracle Corporation Subject: Oracle CPQ Cloud Keywords: modern sales experience,

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 6

Integration Components

Salesforce Integration Reference Application

Integration XSL Files for Field Mapping

Actions for Triggering Integration

Managed Package

Layouts to Embed Iframe

Opportunity Objects, Contact Objects, etc.

Page 7: CPQ How-To: New Integration with CPQ · PDF fileTitle: CPQ How-To: New Integration with CPQ Cloud v5 Author: Oracle Corporation Subject: Oracle CPQ Cloud Keywords: modern sales experience,

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

Communities Support

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2014 R2 CPQ Cloud & Salesforce Integration Enhancements

SFDC Canvas App OAuth 2.0 Enablement

Managed Package v5.0 Copy to Opportunity

Page 8: CPQ How-To: New Integration with CPQ · PDF fileTitle: CPQ How-To: New Integration with CPQ Cloud v5 Author: Oracle Corporation Subject: Oracle CPQ Cloud Keywords: modern sales experience,

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

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

Benefits

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

• Simple – No overhead for admin or users to maintain their access

• Standard – Recommended approach by both products

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Page 9: CPQ How-To: New Integration with CPQ · PDF fileTitle: CPQ How-To: New Integration with CPQ Cloud v5 Author: Oracle Corporation Subject: Oracle CPQ Cloud Keywords: modern sales experience,

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

OAuth 2.0 Authentication Flow

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Directs use to SFDC Authorization Endpoint

on punchin to CPQ

SFDC checks user session in browser

If admin approved implicit grant? Otherwise

user approves

Sends authorization code

Grants Access Token Requests Access Token

Access protected resources

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Page 10: CPQ How-To: New Integration with CPQ · PDF fileTitle: CPQ How-To: New Integration with CPQ Cloud v5 Author: Oracle Corporation Subject: Oracle CPQ Cloud Keywords: modern sales experience,

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

Communities Support • Communities available for

PRM integration with CPQ instead of partner portals.

• CPQ package enhanced to account for different endpoints for communities

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

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

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Page 11: CPQ How-To: New Integration with CPQ · PDF fileTitle: CPQ How-To: New Integration with CPQ Cloud v5 Author: Oracle Corporation Subject: Oracle CPQ Cloud Keywords: modern sales experience,

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

Benefits

• Deeper integration into the Salesforce user interface

• Resizing is more responsive

• Enables OAuth secure login functionality

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Page 12: CPQ How-To: New Integration with CPQ · PDF fileTitle: CPQ How-To: New Integration with CPQ Cloud v5 Author: Oracle Corporation Subject: Oracle CPQ Cloud Keywords: modern sales experience,

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

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

Benefits

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

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

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Page 13: CPQ How-To: New Integration with CPQ · PDF fileTitle: CPQ How-To: New Integration with CPQ Cloud v5 Author: Oracle Corporation Subject: Oracle CPQ Cloud Keywords: modern sales experience,

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

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

Benefits

• OAuth 2.0 support

• SFDC Canvas App support

• Communities support

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Page 15: CPQ How-To: New Integration with CPQ · PDF fileTitle: CPQ How-To: New Integration with CPQ Cloud v5 Author: Oracle Corporation Subject: Oracle CPQ Cloud Keywords: modern sales experience,

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

CPQ Cloud & Salesforce Integration Demo

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Page 16: CPQ How-To: New Integration with CPQ · PDF fileTitle: CPQ How-To: New Integration with CPQ Cloud v5 Author: Oracle Corporation Subject: Oracle CPQ Cloud Keywords: modern sales experience,

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

Questions?

Page 17: CPQ How-To: New Integration with CPQ · PDF fileTitle: CPQ How-To: New Integration with CPQ Cloud v5 Author: Oracle Corporation Subject: Oracle CPQ Cloud Keywords: modern sales experience,