Salesforce CRM Integration

Overview

Beginning in Oracle CPQ 23D, the Salesforce CRM integration type is added to the Oracle CPQ Integration Center. This integration streamlines the setup and management of the connection(s) between Oracle CPQ and Salesforce. This new interface allows administrators to directly configure the details of the Salesforce integration without the assistance of customer support. Beginning in Oracle CPQ 23D, the User Integration page provides a complete list of all enabled Salesforce organizations and the user login. New and existing Salesforce CRM integrations will use these properties when making Web Service calls to Salesforce.

The Salesforce CRM Integration includes support for Salesforce certificates. A Salesforce certificate ensures that communications claiming to originate from your organization are actually from your organization. Once the certificate is applied to the Oracle CPQ site, inbound communications from the Salesforce integration can be verified. This feature allows administrators to view certificate-related details and upload/download certificates without the assistance of customer support.

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

Administration

ClosedSet Up a CRM Integration

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

  1. Navigate to the ClosedIntegration 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.

  1. Click Create Integration.
  2. Select CRM from the Type drop-down.
  3. Select Salesforce from the Vendor drop-down. The Salesforce CRM Integration field entries display.

Salesforce CRM Integration

  1. Enter the Name of the integration. This can be any human readable value. This value will be shown on the User Integration page so users can distinguish between multi-organization setups.
  2. Enter the Variable Name of the integration.
  3. Enter the Endpoint URL. This is the login domain for your Salesforce organization. This supports standard login domains like login.salesforce.com/services/Soap/u/56.1 or test.salesforce.com/services/Soap/u/56.1 as well as custom My Domains.
    This URL must be included in the allow list of approved domains. To modify the allow list of approved domains, log a Service Request (SR) with My Oracle Support.
  1. Enter the Organization Id. This is a maximum of 15 uppercase characters. This value can be retrieved from the Company Information page in Salesforce.

  2. Enter the Client Id. This value is captured from the Connected App page in Salesforce.

  3. Enter the Client Secret. This value is captured from the Connected App page in Salesforce.

  4. Enter the API Version. The default value is 31. This sets the API version that outbound integrations will use.

  5. (Optional) Enter the Package Namespace. The default value is cafsl.

    This field must be null if you are on Managed Package 8.1 or earlier.

  6. Click Choose File and navigate to a valid certificate (for example, a.crt file) on your device. This certificate must be the same as the one created in the Salesforce environment.

    Notes:

    • It is essential that the certificate in Salesforce and Oracle CPQ match.

    • When the Salesforce CRM integration is saved, the certificate is stored and available for download. Also the meta data associated with the certificate is automatically populated (Last Modified, Validity, and Issued By fields).

    • Certificates expire after a set period of time. They must be periodically rotated to ensure continuous operation.

  7. Select the Enable Integration checkbox to enable the Salesforce CRM.

  8. 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.

ClosedManage Salesforce Certificates

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

  1. Navigate to the ClosedIntegration 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.

  1. Click on an existing CRM > Salesforce integration. The Salesforce CRM integration page displays with fields automatically populated.

  2. (Optional) If you want to download the existing certificate, click Download Certificate. The certificate file is downloaded to your device.

    Download Certificate

  1. Click Browse and navigate to a valid certificate (for example, a.crt file) on your device. This certificate must be the same as the one created in the Salesforce environment. It is essential that the certificate created in the Salesforce environment and one uploaded to Oracle CPQ match.

  2. Click Save.

    The updated certificate is stored and available for download. Also the meta data associated with the updated certificate is automatically populated (Last Modified, Validity, and Issued By fields).

NOTES

Notes:

  • Oracle CPQ is not certified to support Oracle Identity Cloud Service (IDCS) and Salesforce CRM Integration simultaneously.

  • For existing Salesforce integrations upon upgrade to Update 23D, the Name and Variable Name are automatically populated for the existing integration.

  • A new Revoke Tokens button is added to the Salesforce CRM Integration page. This button allows administrators to revoke all authentication tokens associated with the Salesforce CRM integration. The feature is beneficial when migrating from one Salesforce organization to another. In this case, the administrator can revoke all the tokens from the existing Salesforce organization before switching users to the new one.

  • Each Salesforce CRM integration can have its own certification or if integrating with the same CPQ site, Salesforce integrations can use the same certificate. The shared certificate will need to be uploaded from its connection integration page multiple times (once for each shared connection).

Related Topics

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