Install and Configure the Recipe

On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.

  1. On the Oracle Integration home page, scroll to the Accelerators & Recipes section.
  2. Click Search All.
  3. Find the recipe package that you want to install.
  4. Select the package, and then click the Install Install icon icon.
  5. After the package is installed, click the Configure Configure icon icon on the recipe card to configure the resources deployed by the package.

    The Configuration Editor page opens, displaying all the resources of the recipe package. Configure the following resources before you activate and run the recipe.

Configure the Oracle CPQ REST Connection

  1. On the Configuration Editor page, select Oracle CPQ Connection.
  2. Click Edit Edit icon.
    The connection configuration page appears.
  3. In the Connection Properties section, enter the following details.
    Field Information to Enter
    Connection Type

    Select REST Catalog URL.

    Connection URL

    Enter the instance URL of Oracle CPQ. For example, https://<OracleInstance>.com/rest/v8/metadata-catalog.

    See Configure Oracle CPQ.

  4. In the Security section, enter the following details.
    Field Information to Enter
    Security Policy Select Username Password Token.
    Username

    Enter the username of the account created for Oracle Integration in Oracle CPQ.

    See Configure Oracle CPQ.

    Password Enter the password of the account created for Oracle Integration in Oracle CPQ.

    See Configure Oracle CPQ.

  5. Click Save. If prompted, click Save for a second time.
  6. Click Test to ensure that your connection is successfully configured. In the resulting dialog, click Test again.
    A confirmation message is displayed if your test is successful.
  7. Click Back Back icon to return to the Configuration Editor page. Click Save again if prompted.

Configure the Oracle CPQ SOAP Connection

  1. On the Configuration Editor page, select Oracle CPQ SOAP Connection.
  2. Click Edit Edit icon.
    The connection configuration page appears.
  3. In the Connection Properties section, enter the following details.
    Field Information to Enter
    Connection Type

    Select SOAP WSDL URL.

    Connection URL

    Enter the URL of the Oracle CPQ instance. For example, https://<OracleInstance>.com/rest/v8/metadata-catalog.

    See Configure Oracle CPQ.

  4. In the Security section, enter the following details.
    Field Information to Enter
    Security Policy Select Username Password Token.
    Username

    Enter the username of the account created for Oracle Integration in Oracle CPQ.

    See Configure Oracle CPQ.

    Password

    Enter the password of the account created for Oracle Integration in Oracle CPQ.

    See Configure Oracle CPQ.

  5. Click Save. If prompted, click Save for a second time.
  6. Click Test to ensure that your connection is successfully configured.
    A confirmation message is displayed if your test is successful.
  7. Click Back Back icon to return to the Configuration Editor page. Click Save again if prompted.

Configure the Oracle Salesforce Connection

  1. On the Configuration Editor page, select Oracle Salesforce Connection.
  2. Click Edit Edit icon.
    The connection configuration page appears.
  3. In the Connection Properties section, enter the following details.
    Field Information to Enter
    Select Salesforce.com Instance Type Select Production or Sandbox based on your Salesforce instance type.
    API Version

    Enter your current Salesforce API version.

    See step 3 in Configure Salesforce.

  4. In the Security section, enter the following details.
    Field Information to Enter
    Security Policy Leave Salesforce Username Password Policy selected.
    Username

    Enter the user name of the account created for Oracle Integration on Salesforce.

    See Configure Salesforce.

    Password Enter the password of the account created for Oracle Integration on Salesforce.

    Note:

    To the password, you must also append the security token generated for the same account.
  5. Click Save. If prompted, click Save for a second time.
  6. Click Test to ensure that your connection is successfully configured. In the resulting dialog, click Test again.
    A confirmation message is displayed if your test is successful.
  7. Click Back Back icon to return to the Configuration Editor page. Click Save again if prompted.

Configure the Lookup Table

Configure the ORCL-BRT-SFDC_CPQ_CONSTANTS lookup table to replace the default Salesforce ID value with the specific Salesforce ID for the Standard Book Price of your Salesforce instance..

  1. On the Configuration Editor page, select the lookup table and click Edit Edit icon.
    The ORCL-BRT-SFDC_CPQ_CONSTANTS lookup table appears. The lookup table contains a mapping of constant values used internally by the system, and names that you can associate with these constants. Additionally, it contains a default value (Salesforce ID) that is mapped to the Standard Price Book of Salesforce.
  2. Replace the default Salesforce ID in the SFDC_ID column with your Salesforce instance's Standard Price Book Salesforce ID.
    For more information on how to identify the Salesforce ID of your Salesforce instance, see step 5 in Configure Salesforce.
  3. Click Save. If prompted, click Save for a second time.
  4. Click Back Back icon to return to the Configuration Editor page.

Configure the Integration

Configure the integration so that Oracle Integration susbcribes to Salesforce platform events that are published, and processes the appropriate platform event that you have created for this recipe.

  1. On the Configuration Editor page, select Oracle Salesforce CPQ Quote2Transaction Sync integration.
  2. Click Edit Edit icon.
  3. Click the Salesforce trigger (GetQuote_PE), and then click Edit Edit icon.
    The Configure Salesforce.com Endpoint wizard appears.
  4. Click Next.
  5. On the Salesforce Trigger Action page, select Streaming API, and click Next.
  6. On the Streaming API Configuration page, select Subscribe to platform events published on Salesforce.com.
  7. In the Select a platform event text box, select the platform event that you created earlier.
    See step 7 in Configure Salesforce.
  8. Click Next.
    The Salesforce.com Endpoint Configuration Summary dialog appears.
  9. Click Done.
  10. Click Save. If prompted, click Save for a second time.
    Oracle Integration displays a message indicating that the save operation is successful.
  11. Click Close.