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Oracle Sales Cloud Integration

OVERVIEW

Integrating Oracle Configure, Price, and Quote Cloud (CPQ Cloud) and Oracle Sales Cloud (OSC) streamlines the entire opportunity-to-quote-to-order process. Transaction data is passed seamlessly between the two applications, ensuring accuracy and allowing OSC users to take advantage of the on‑demand configuration, pricing, and quoting capabilities of CPQ Cloud.

CPQ Cloud-OSC integration enables sales representatives to work on opportunities, create quotes with accurate prices, and send proposals to customers. The integration enables you to manage quotes and orders from accounts and opportunities, finalize pricing and proposals in CPQ Cloud, update opportunity revenue with quote lines for accurate forecasting, and access proposal documents from within OSC.

CPQ Cloud-OSC Integration can be implemented as a point-to-point integration, or through Oracle Integration Cloud Service (ICS) middleware.

ADMINISTRATION

ClosedCreating and Viewing Proposals

For Proposal integration to function, you must configure CPQ Cloud to save the proposal output to a File Attachment attribute. This attribute is used in the integration between Sales Cloud and CPQ Cloud.

The Get Proposal REST Service manages the request to create and view an individual proposal, regardless of whether you are in CPQ Cloud or Sales Cloud when making the request.

ClosedSaving Proposal Output to a File Attachment Attribute

  1. Click Admin to go to the Admin Home Page.
  2. Click Process Definition under Commerce and Documents.

    The Processes page appears.

  3. For the process you are interested in, confirm that Document is selected in the Navigation column and click List.

    The Document List page appears.

  4. For the Main Document, such as Quote, select Actions from the Navigation column and click List.

    The Action List page appears.

  5. Locate a print action within the Action List page and click the name of the action.

    The Type column will show Print for print actions.

    The Admin Action page appears.

  6. Navigate to the General tab within the Admin Action page.
  7. Locate the field Save Document Upon Printing?.

    The default setting is No.

  8. Select Save - Automatically to save the document without requiring any action on the part of the sales user.

    If Save - Automatically is selected, a File Attachment Attribute drop-down will appear.

  9. Select Save - User Confirmation to produce a pop-up dialog that gives the sales user the option to save the document.

    If Save - Automatically is selected, a File Attachment Attribute drop-down appears.

  10. If Save - Automatically or Save - User Confirmation are selected, select a File Attachment Attribute from the drop-down.

    The Print action can only be linked to one Quote-level File Attachment Attribute.

    1. If a File Attachment attribute is linked to a Print action, the admin can select whether the sales user can override the currently linked File Attachment attribute. For more information, see the next section.

ClosedControlling the ability to Override the File Attachment Attribute


ClosedSales User Side

In Sales Cloud, you can generate a proposal and view a proposal by downloading it from the Quote or Opportunity.

In CPQ Cloud, you can generate a proposal and view a proposal by clicking the document's URL.

  • If the admin has enabled the Show User Browse Button, the sales user can override the currently attached document by uploading a new file in the File Browse dialog box.
  • If the admin has not enabled the Show User Browse Button, no File Browse dialog box will be available to override the current document selection.

A Get Proposal REST API provides the proposal via a URL. The file is delivered as an "Export" Integration XSL Type.

For more information, see the Integrating Oracle Sales Cloud with Oracle CPQ Cloud site.

When saving a document or proposal, the user must click a Modify action (such as Refresh, Save, or Print) for the stored proposal to appear in the Quote.

Otherwise, the proposal will still be saved, but will not appear on the Quote.

      Quotes can be printed from within CPQ Cloud and Oracle Sales Cloud.

      A saved proposal can be deleted.


ClosedVersioning

Clicking Create Quote Version copies the current quote and applies an incremental version number to the new Quote version.

The main difference between creating a new version of a Quote (versioning) and copying a Quote is that versioning creates multiple version of the same Quote, while copying creates two distinct Quotes.

Versioning is ideal for making small changes when negotiating with customers. For example, two variations of a Quote, each containing different levels of discounting, could be created in advance. You will only want one Quote at the end of the negotiations, so you should create two versions of the Quote.

Once the customer makes their selection, the rest of the quoting process can be completed quickly and efficiently because that version of the Quote already exists.

ClosedAdministration Side

The action type, Version, can be associated with Quote-level Attributes. This allows sales users to apply versions to Quotes from within CPQ Cloud or Oracle Sales Cloud.

ClosedCreating a Version Action

  1. Click Admin to go to the Admin Home Page.
  2. Click Process Definition under Commerce and Documents.

    The Processes page appears.

  3. Confirm the Navigation column shows Documents and click List.

    The Document List page appears.

  4. For the Quote main document, select Actions in the Navigation column and click List.

    The Action List page appears.

  5. Click Add.

    The Admin Action page appears.

  6. Add a Label and Variable Name.
  7. Select Version from the Action Type drop-down.
  8. Click Add.

    The Admin Action General and Document Views tabs appear.

  9. Navigate to the newly created Target Action field on the General tab.

    This allows the Version action to be linked to another Modify action (such as Save); the Version action without a Target Action link acts simply as a Copy action.

    The Version action does not have a Modify tab and is not expected to save the original Quote.

  10. Link the Version action to a Target Action.

    It is highly recommend that the Version action is linked to another Modify action.

    Creating a new Modify action that handles only the target action, which reinitializes certain Attributes (Buy Side ID, Quote Integration Attributes, and Product Integration Attributes) provides the best results.

  11. Click Apply.
  12. Click Update.
      Only one Version action can be actively linked to an Oracle Sales Cloud set up Configuration.

ClosedSales User Side

  • A sales user can version a Quote from within Oracle Sales Cloud by clicking Create Quote Version within the quote row.
  • A Parent Transaction ID is automatically generated so the user can identify the origin of their version.
    • Once in the Quotes Manager, users can go back versions and create new versions from older ones.

      Version numbers will continue to be identified in chronological order with the Parent Transaction ID as their origin identifier, as seen in the following graphic.

  • Versions will carry over Approval status from the point at which the Create Quote Version button was clicked.
  • When the action is deleted, related version number Attributes and Parent Transaction IDs are also deleted.
  • There can be an unlimited number of Quote Versions linked to an Oracle Sales Cloud opportunity.
      If a user makes changes on the user interface and clicks the Version action button without saving the original Quote, the user interface changes will not be saved in the original Quote data. The newly created Quote retains the changes, but the original Quote will not.


ClosedFusion Product Model

The Fusion Product Model is a component of the Oracle Sales Cloud and Fusion PIM (Product Information Management).

ClosedAdministration Side

The Product Model Endpoint URL is entered on the Oracle CPQ Cloud side. Either Oracle CPQ Cloud or the Fusion Product Model can act as the Item Master.

ClosedNavigate to the Edit Integration page.

  1. Click Admin to go to the Admin Home Page.
  2. Click Catalog Definition in the Products section.

    The Supported Products page appears.

  3. Confirm that Product Families is selected in the Navigation drop-down menu and click List.

    The Supported Product Families page appears.

  4. For the Product Family with the integration you want to edit, select Integrations from the Navigation drop-down menu and click List.

    The Edit Integration page appears.


ClosedSales User Side

Once the Fusion Product Model Integration has been performed by an admin, CPQ Cloud Line Items can be synced seamlessly with Oracle Sales Cloud opportunity revenue items.



ClosedSingle Sign-On Logout Settings and Best Practices

While not required fields, it is best practice to define a SAML Logout URL and a SAML Single Logout Endpoint on the Single Sign-On Settings page (Admin > Single Sign-On) when using federated authentication for SSO in a CPQ Cloud-OSC integration.

Property Description
SAML Logout URL The destination URL that a user will be redirected to upon logging out of CPQ Cloud. If blank, users will not be redirected after logging out of CPQ Cloud and will land on the CPQ Cloud login screen.
SAML Single Logout Endpoint The logout API endpoint of the IDP system (OSC) that will start the logout of the user in the IDP system (OSC) when the user is logged out of CPQ Cloud. If blank, the user will not be logged out of the IDP system (OSC) when he/she is logged out of CPQ Cloud.

In implementations where the OSC login screen should always be used and the CPQ Cloud login screen should never be shown, the SAML Logout URL should be the URL of the OSC login screen.

Adding a valid SAML Single Logout Endpoint essentially creates a “global logout” scenario—whenever a user is logged out of CPQ Cloud, he/she will also be logged out of OSC. Defining a valid SAML Single Logout Endpoint is a best practice.

See the Single Sign-On (SSO) topic for more information on Single Sign-On options.


NOTES

RELATED TOPICS

This My Oracle Support page, focused on CPQ Cloud to Oracle Sales Cloud integrations, contains the documents to assist with your CPQ Cloud-OSC integration implementation:

Related Topics Link IconSee Also