Oracle Fusion CRM Integration

Overview

Beginning in Oracle CPQ 23B, the Fusion Customer Relationship Management (CRM) integration type is added to the Oracle CPQ Integration Center. This integration streamlines the set up and management of the connection between Oracle CPQ and Oracle Fusion Sales. This new interface allows administrators to directly configure the details of their Fusion environment without the assistance of customer support or cloud operations. New and existing Oracle Fusion Sales (CX Sales) Commerce Integrations will use these properties when making Web Service calls to the Fusion site.

Beginning in Oracle CPQ 23C, the Product Hub integration is added to the Fusion Customer Relationship Management (CRM) integration type. This new section stores the credentials required to access the Oracle Fusion Supply Chain Management (SCM) Product Information Management (PIM) application where the source parts data is maintained. When the Oracle Fusion CRM Integration is connected with proper Product Hub credentials, part administrators can run or schedule part import or export directly from the Parts Integration page.

The Fusion CRM integration in the Integration Center supports three states, as follows:

No CRM Integration setup – Oracle CPQ to Fusion integration is not set up and does not yet exist.
Enable Integration checkbox Not Selected – The administrator has started to set up the Fusion integration but the integration connection is not active. In this state, the integration exists, administrators can configure the integration but user-side will not execute the integrations.
Enable Integration checkbox Selected/Integration Fully Active – The administrator has set up the Fusion integration and the integration connection is active between the two applications. When active, the integration exists, administrator can entirely configure CRM integrations, and user-side will execute those integrations.

At this time, the CRM integration in the Oracle CPQ Integration Center supports Oracle Fusion and Salesforce only. Refer to the following article for Microsoft Dynamics Integration.

Administration

Set Up a CRM Integration

To create a CRM integration type, complete the following steps:

Navigate to the Integration Center.
1. Click Admin to go to the Admin Home Page.
2. Click Integration Center in the Integration Platform section.
  The Integration Center page opens.

Click Create Integration.
Select CRM from the Type drop-down. The CRM Integration field entries display. The Vendor and Variable Name automatically-fill text for Fusion integration.

Create CRM Integration

Enter the Endpoint URL.This is the Fusion domain URL.
Enter the Username of a Fusion Integration user with the sales administrator role.
Enter the Password of a Fusion Integration user with the sales administrator role.
The username and password of a Fusion Integration user with the sales administrator permissions is required to allow Oracle CPQ REST calls to sync a quote to an opportunity or to sync a sales catalog part in Oracle CX Sales.

(Optional) Enter the Scope.This is the OAuth Provider scope value.
In the Product Hub Integration section, enter the Username of the product administrator role.
In the Product Hub Integration section, enter the Password of the product administrator role.

For SPIM integration, the Product Hub Integration username and password are not required.
Select the Enable Integration check box to enable the Oracle Fusion CRM integration.
Click Save.

Once the CRM Integration is active, unselecting the Enable Integration checkbox disables any integrations which use it. Run-time integrations will not execute and some administrative features may not be available.

NOTES

Notes:

Prior to Oracle CPQ 23C, Oracle Fusion CRM part administrators maintained Product Hub credentials within the PIM tab of their My Profile page. In Oracle CPQ 23C, entry and maintenance of those credentials is moved to the Integration Center. Therefore, the PIM tab within the My Profile page is removed.
Prior to Oracle CPQ 23C, customers were required to log a Service Request in order to designate whether the product master for their site was CPQ or PIM. When PIM was selected, only import integrations were shown. When CPQ was designated, only export integrations were shown. In Oracle CPQ 23C and later, you no longer must designate a product master and both import and export processes are available.
The Integrations Log section of the Parts Integrations page designates if the job is parts import or export.
You are not able to run or schedule a single job which includes both import and export integrations. You may only run integrations of one type at a time.

Oracle Fusion CRM Integration

Overview

Administration

NOTES

Related Topics