Sync Data Between Oracle CPQ Transactions and Salesforce Quotes
Use this recipe to synchronize data between Oracle Configure, Price, and Quote (Oracle CPQ) transactions and Salesforce quotes.
Note:
This recipe is available as Oracle CPQ — Salesforce | Synchronize Data in the Integration Store. Oracle provides this recipe as a sample only. The recipe is meant only for guidance, and is not warranted to be error-free. No support is provided for this recipe.
Overview
This recipe performs bidirectional synchronization of data between transactions in Oracle CPQ and quotes in Salesforce. The recipe contains two integration flows - one for synchronizing Salesforce quotes with corresponding Oracle CPQ transactions, and another for synchronizing Oracle CPQ transactions with corresponding Salesforce quotes. The integrations use the standard Oracle CPQ Adapter and the Salesforce Adapter.
To use the recipe, you must install the recipe package and configure the connections and other resources within the package. Subsequently, you can activate the integrations. When a transaction is created, updated (for example, a new line item is added), or canceled in Oracle CPQ, the Oracle CPQ Salesforce Transaction2Quote Sync integration is triggered and it creates, updates, or sets to denied status the corresponding Salesforce quote. Similarly, when a quote is created, updated (for example, the value of a quote line item is changed), or set to denied status in Salesforce, the Oracle Salesforce CPQ Quote2Transaction Sync integration is triggered and it creates, updates, or cancels the corresponding transaction in Oracle CPQ.
System and Access Requirements
- Oracle Integration, Version 21.2.1.0.0 (210129.2200.39462) or higher
- Oracle CPQ, Version 4.15.0 64-bit
- Salesforce
- An account on Oracle CPQ with the Superuser role
- An account on Salesforce with the Administrator role