Salesforce: Access to Embedded Transaction UI for Experience Cloud Users

Salesforce Partner Users using Experience Cloud sites (formerly known as Communities) setup using the Lightning Aura Template can now access Oracle CPQ’s Embedded Transaction User Interface (UI). Oracle CPQ introduces the Oracle CPQ Connector for Salesforce Managed Package (MP) v8.7 which supports new custom actions available at the Opportunity and Account Header level. Experience Cloud does not support custom actions at the Related List level so you must add these new page-level actions to your page layout in order to create and manage quotes. These actions can also be used on standard Lightning pages in lieu of the current Related List actions.

Managed Package v8.7 supports Opportunity or Accounts page custom buttons for Experience Cloud as follows:

• Create Quote
• Edit Quote
• Copy Quote
• Move Quote
• Mark as Active

IMPORTANT: The Mark as Active action requires a Quote which has an Opportunity ID in order to synchronize lines. When used from the Account page, the Quote must also be associated with an Opportunity or else the Mark as Active operation will fail.

This feature improves usability and streamlines actions to provide an overall enhanced Experience Cloud user interface.

Steps to Enable

This feature is available for sites running Oracle CPQ Connector for Salesforce MP v8.7. Refer to Integrate CPQ Cloud with Salesforce (Doc ID 2432470) for more information.

Tips And Considerations

Refer to the Oracle CPQ Connector for Salesforce Installation and Setup Guide for implementation information.