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Users Integration

OVERVIEW

In CRM integration, users can be synced between CPQ Cloud and the CRM system to allow sales users to move between the two products with ease and consistency using Single Sign-On (SSO). User syncs between CPQ Cloud and a CRM system are always initiated on the CRM side. Depending on the CRM being integrated with, user integration SSO is accomplished through SAML 2.0 authentication (Oracle Sales Cloud and Oracle On Demand) or OAuth 2.0 authentication (Salesforce).

Oracle Sales Cloud and Oracle On Demand Users Integration

For more information on SAML 2.0, see the Single Sign-On topic. Users integration implementation steps for each Oracle CRM are in each product’s CPQ Cloud integration implementation guide.

See the Oracle Sales Cloud Integration topic for more information and for the implementation guide.

Talk to your Customer Success Manager for more information on Oracle On Demand integration and for the implementation guide.

Salesforce Users Integration

For more information on OAuth 2.0, see the OAuth 2.0 Secure Login Functionality topic. See the Salesforce Integration topic for the CPQ Cloud-Salesforce Implementation Guide, which contains users integration setup steps.

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