Activate and Run the Recipe

After you've configured the connections and other resources, activate the recipe package and run it.

Note that before testing the integration flows, ensure that you've an opportunity created in your Oracle CPQ instance as well as in your Salesforce instance. Transactions in Oracle CPQ and quotes in Salesforce can only be created for an opportunity.

On the Configuration Editor page, click Activate in the title bar. In the Activate Package dialog, click Activate again.
A confirmation message is displayed informing that the integration has been submitted for activation. Refresh the page to view the updated status of the integration.
Test the Oracle CPQ to Salesforce integration flow.
1. Create a transaction in Oracle CPQ Cloud.
  1. Log in to the Oracle CPQ Cloud instance.
  2. Click the user icon on the top right of the page, and select the opportunity where you want to create the new transaction.
  3. In the resulting page, click New Transaction.
  4. In the Line Iten Details tab, click Quick Add.
  5. In the Quick Add dialog, search for an item with the product code.
  6. Select the product and click OK.
  7. Finally, click Submit_to_SFDC.
2. Monitor the execution of the integration flow in Oracle Integration.
  1. On the Configuration Editor page, select the integration.
  2. Click Run , and then click Track Instances.
    On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully. The recipe fetches the new transaction related information from Oracle CPQ Cloud and triggers the creation of a quote in Salesforce.
3. Check if a corresponding quote is created in Salesforce.
  1. Log in to your Salesforce instance.
    
    Note:
    If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI. See Toggle or switch between Lightning Experience and Salesforce Classic.
  2. On the Salesforce Setup page, click the Opportunities tab.
    
    Note:
    If you don't see the Opportunities tab on the page, click the Plus icon to the right of your current tabs, and then click Opportunities.
  3. Check if the new quote was created.
Test the Salesforce to Oracle CPQ Cloud integration flow.
1. Create a quote with line-items in Salesforce.
  1. Log in to your Salesforce instance.
    
    Note:
    If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI. See Toggle or switch between Lightning Experience and Salesforce Classic.
  2. Create a new quote for an opportunity.
    - Open the opportunity.
    - Scroll to the Quotes section and click New Quote.
    - In the Quote Name field, enter a name for the quote.
    - Click Save.
  3. Add a line item for the quote.
    - On the Quote details page, scroll to the Quote Line Items section and click Add Line Item.
    - In the Choose Price Book dialog, select Standard Price Book from the Price Book drop-down list, and click Save.
  4. On the Product Selection for Quote page, select the required product and click Select.
  5. Enter the quantity in the Quantity field.
  6. Click Save.
2. Monitor the execution of the integration flow in Oracle Integration.
  1. On the Configuration Editor page, select the integration flow.
  2. Click Run , then click Track Instances.
    On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully. The recipe fetches all the quote related information from Salesforce and triggers the creation of a transaction in Oracle CPQ Cloud.
3. Check if the corresponding transaction is created in Oracle CPQ Cloud.
  1. Log in to your Oracle CPQ instance.
  2. Click the user icon on the top right of the page, and select the opportunity.
  3. Check if the new transaction was created.