How do I get sales quotes to work in CX Sales Mobile?

You must complete two setups listed in this topic. After you complete them, sales representatives can quickly access Oracle Configure, Price, and Quote (Oracle CPQ) quotes related to their accounts and opportunities from Oracle CX Sales Mobile. Additionally, they can share the proposal document with the team for feedback, or email proposals to customers from the mobile app to speed up the negotiation cycle.

Here are the two steps you must complete to provide access to quotes in CX Sales Mobile:

1. Create a confidential application for CX Sales Mobile in Oracle Identity Cloud Service.

   Note: If you already completed this step, you can just edit the application you created previously and add the new information. You don't have to create a new application.
2. Display the quotes and lists of quotes in the CX Sales Mobile UI.

Prerequisites: Before you start, you must complete all the steps to integrate Oracle Sales and Oracle CPQ. For details, refer to the Integrating Oracle CX Sales with Oracle CPQ guide and the Quotes and Orders chapter in Implementation Reference guide.

Create a Confidential Application for Oracle CX Sales Mobile in Oracle Identity Cloud Service

Here's how you create CX Sales Mobile as a Confidential Application in Identity Cloud Service:

1. Sign in to My Console in Identity Cloud Service, by navigating to www.oracle.com > View Accounts and enter the name of the relevant pod in the Cloud Account Name field. You have at least two pods, a test and a production pod, so ensure that you enter the correct pod.
2. Click Next and enter your Identity Cloud Service password. If you can't remember the password, contact Oracle Support for help.
   Note: For more information about Identity Cloud Service, navigate to https://docs.oracle.com, search for Identity Cloud Service, and click Oracle Identity Cloud Service - Get Started.
3. In the Identity Cloud Service console, expand the Navigation Drawer, and then click Applications.
4. Click Add. Then on the Add Application page, click Confidential Application.
5. In the Details tab of the Add Confidential Application wizard, enter information in the Name and Description fields. These fields are used to identify the Confidential Application in Identity Cloud Service only, they don't appear outside of Identity Cloud Service. For example, they don't appear in the Oracle CX Sales app.
6. Click Next.
7. In the Client tab, click the Configure this application as a client now option.
8. In the Allowed Grant Types options list, select these options:
   • Refresh Token
   • Authorization Code
9. Select the Allow non-HTTPS URLs option.
   Note: This option doesn't open a URL that isn't secure, it just sends a request to the CX Sales Mobile app.
10. In the Redirect URL field, enter cxm://?oAuth=true
11. Click Next.
12. In the Resources tab, enter a value in the Access Token Expiration field. This defines how long the access token associated with CX Sales Mobile remains valid.
13. Select the Is Refresh Token Allowed option and enter a value in the Refresh Token Expiration field. This defines how long the access token can be refreshed until the sales representative needs to sign into the CX Sales Mobile app again.

    When an access token expires, the CX Sales Mobile app uses a valid refresh token to get a new pair of access and refresh tokens. If the refresh token isn't valid, or has expired, the sales representative has to sign in again. If the refresh token is valid the CX Sales Mobile app uses it to get a new access token, which is used to validate subsequent access to the app.

    Note: It's recommended to keep the access token validity to a short duration and the refresh token to a long duration. For example, 30 minutes for the access token and 7 days or more for the refresh token.
14. In the Primary Audience field, add your host URL.
15. In the Secondary Audience field, fill in your CPQ domain (for example, https://xxxx-xxx.bigmachines.com).
16. In the Scopes section, click Add, and enter the value /cxmobile.
17. In the Scopes section, click Add, and your CPQ scope. The CPQ scope will be in the form <CPQ_domain>/api (for example, https://xxxx-xxx.bigmachines.com/api)
18. Under Resources, select Add Scope.
19. Select the Resource Client Oracle Applications (Fusion), which is the available resource provided by Oracle.
20. Add all required scopes from the resource client, including the CX Sales Mobile and CPQ scopes you just created.
21. Click Next to navigate to the Web Tier Policy tab. Nothing needs to be entered here.
22. Click Next to navigate to the Authorization tab. Nothing needs to be entered here.
23. Click Finish. The CX Sales Mobile application has been added in a deactivated state.
24. Record the Client ID and Client Secret that appear in the Application Added dialog box. The Client ID and Client Secret are equivalent to a credential (for example, an ID and password) that your application uses to communicate with Identity Cloud Service.
25. Click Close.
26. At the top of the page, to the right of the application name, click Activate.
27. In the Activate Application? dialog box, click Activate Application.

For more information about creating a Confidential Application, navigate to https://docs.oracle.com, search for Identity Cloud Service, click Oracle Identity Cloud Service - Get Started, and click Manage confidential Applications under the Manage Applications heading.

Display Quotes and Quote Lists in the Mobile App

1. Enable Quote lists in the Navigator to display the Quote and Orders saved searches setup in Workspace:

   Note: These steps are optional. You only need to enable Quotes lists in the Navigator if you want your users to have access to all of their quotes in aggregate.

   1. Enter a sandbox with Application Composer and click to Application Composer > Mobile Application Setup.

   2. Click the CX Sales Mobile Composer tab.

   3. In the Application Features pane, click Home.

   4. Scroll down in the mobile interface designer pane and select the Quotes and Orders feature.

   5. In the Feature Details, toggle Show On Navigator to On.

2. Quotes and Orders are enabled by default in the summary views of Accounts and Opportunities. If associated quote records exist for the parent records, then quote pickers appear in the Account and Opportunity Summary pages automatically. However, if you created page layouts before Update 21C and you want quotes to appear in these pages, then you need to enable quotes by following these steps:

   1. In Summary view of the Accounts feature, select your custom page layout.

   2. In the mobile interface designer pane, select Add Child or Related.

   3. From the list of options, select SalesOrders.

   4. Repeat these steps for your Opportunity Summary page layouts.

3. Click Save.

4. Test and publish your configurations.