1. Integrating Oracle Sales with Oracle CPQ
  2. Overview of the Update Sales Action

Overview of the Update Sales Action

The Update Sales action is a commerce action used to synchronize the quote and quote lines with Oracle Sales.

This action runs a series of integrations that export the quote header and quote line details from the Oracle CPQ transaction to the quote (or sales order) in Sales.

This synchronization allows quote and quote line information to be available in Sales Workspace, reports, and search. It is also a prerequisite step for revenue reconciliation with opportunities.

Configuring this action is a multi-step involves these steps:

  1. Set Up the Upsert Quote Integration

  2. Set Up the Export Lines Integration

  3. Set Up the Line Sync Complete Integration

  4. Set Up the Update Sales Action

Note: These steps assume that your Oracle CPQ site is provisioned with the Sales Reference Application or that you have used the provided migration package to import the artifacts referenced later in this chapter. If you are missing any of these predefined objects, contact Oracle Support for guidance.