1. Integrating Oracle Sales with Oracle CPQ
  2. Create the Integration URLs

Create the Integration URLs

Oracle Sales uses the integration URLs in Setup and Maintenance to launch the embedded Oracle CPQ pages and the Get Proposal service.

  1. Sign into Sales as a user with the Sales Administrator role.
  2. In the Setup and Maintenance work area, go to:
    • Offering: Sales (click the drop-down list next to Setup: and select Sales)
    • Functional Area: Integrations
    • Task: Manage Oracle CX Sales to Oracle CPQ Cloud Integration
  3. In the Manage Oracle CX Sales to Oracle CPQ Cloud Integration page, create a Sales Order Instance to integrate with. To create one, click the plus icon under the Sales Order Instance section, and enter these details in the new row that's added:
    Note: A "Sales Order Instance" is the Oracle CPQ site that Sales is integrating with. This one row in this administrator page is equal to one Oracle CPQ site.

    • Reference Code: Enter a short reference code name for the Oracle CPQ site.

    • Name: Give a name to the integration.

    • Description: Enter details about the integration.

    • End Point URL: Enter the CPQ Site URL for the paired Oracle CPQ site. Use only the base URL, not the full path retrieved from the View Parameters page.

    • Process Name: Enter the name of the Oracle CPQ Commerce Process being integrated. An example is "oraclecpqo" for the process. Note that this is the exact value that's used in the Oracle CPQ reference application.

    • Document Name: Enter the variable name for the Oracle CPQ Commerce Process' Main Document. An example is "transaction" for the main document. Note that this is the exact value used in the Oracle CPQ reference application.

    • REST Framework Version: Enter the REST API version supported by Oracle CPQ.

    • Active: Select the check box to indicate this instance is active.

    • Restrict Revenue Edit: This check box controls the fields that are editable when an opportunity has already been quoted. After an opportunity has been quoted, the fields you select here become read-only. Move the fields you want to be read-only to the read-only window.

  4. Save your changes.

  5. Enter a parameter end point URL for each of the actions in Sales that deploy these embedded Oracle CPQ pages:

    • Create Quote

    • Edit Quote

    • Copy Quote

    • Create a Version

    • Get Proposal

    To add these end point URLs, click the plus icon in the Parameters section to create a row for each action, and then add these details:

    • Name: Enter a name for the end point parameter. You can enter the names of the actions these URLs are meant for. For example, you can name the parameter that's meant to launch the Create Quote page, as "Launch Create Quote page".
    • Value: Enter a URL string for each of the five predefined actions in the integration. See Construct the URL Strings. You can use the base strings provided in that section, edit it in a text editor to replace with the required Oracle CPQ parameter, and then paste the edited URL value for that action. Ensure that you don't copy-paste any leading or trailing spaces into this field.

  6. Click Save to save the integration setup.