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CPQ Cloud & Oracle Sales Cloud Integration - Implementation Overview (Doc ID 2084732.1)

Last updated on MAY 08, 2018

Applies to:

Oracle BigMachines CPQ Cloud Service - Version 2014 R1 and later
Information in this document applies to any platform.

Purpose

Integrating Sales Cloud with CPQ Cloud provides customers seamless support for the entire selling cycle. The integration allows users to create quotes and sales orders for an opportunity and/or sales account with a consistent UI flow originating in Oracle Sales Cloud. This document provides an overview of enabling this integration.

Scope

This document gives a high-level overview of what must be created in OSC and CPQ Cloud to enable integration but it does not included detailed instructions for how to create each component.

Details

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In this Document
Purpose
Scope
Details
 Preparing for the Integration
 Requirements
 Obtain Input Values from OSC
 Obtain Input Values for the SSO SAML Identity Provider
 Obtain Input Values from CPQ
 Implement UI Integration Endpoints
 CPQ Return to Sales Cloud Library Function
 Implement Web Service Integrations
 CPQ Integration XSL Files – Endpoints
 CPQ Integration XSL Files – OSC - Create Revenue Items SOAP Generator
 Implement Common Data
 Unit of Measure
 Products / Parts
 Users
 Implement Single Sign-On
 Setup in CPQ
 Additional Tasks Beyond Integration
 Tips and Tricks
 Troubleshooting
References

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