Oracle CPQ Configuration Steps

Oracle CPQ supports a point-to-point integration with Oracle Sales. Each integration performs a specific task associated with a specific action. Typically, each customer environment is provisioned in a preconfigured state.

Here are the high-level integration steps:

  1. Configure the integration user
  2. Configure the New Transaction action
  3. Configure the Open Transaction action
  4. Configure the Update Sales action
  5. Configure navigation
  6. Deploy your changes
Note: Not all integrations are REST-based. For example, the Account and Parts integrations are SOAP-based. Some SOAP and REST integrations can be combined in an overall integration, but not SOAP and BML integrations.