Oracle Sales Integration

Overview

The integration between Oracle Sales and Oracle CPQ supports standard B2B selling processes, which feature highly configurable products, variable or dynamic pricing models, discount negotiations requiring executive approval, and large, branded sales documents.

Oracle CPQ ensures that sales forecasts are reliable and based on real-world quotes. It ensures that sales orders are valid and contain the correct billing and shipping details to eliminate costly change orders. Additionally, quote data feeds back into Oracle Saless, so that businesses can analyze and improve the overall efficiency of their sales teams.

The integration steps help you configure a solution that combines the power of these applications, while reducing the cost of ownership and the time needed to deploy the application. However, the integration remains configurable and extensible, so it can support a wide range of use cases serving any industry.

The following diagram summarizes the flow of information between Oracle CPQ and Oracle Sales with a typical integration.

Sales Flow

Typical tasks in this integration:

Oracle CPQ imports opportunity details into an Oracle CPQ transaction when a new quote is created in Oracle Sales. This information can include deal information, sales stage, and owner, all of which can be useful in quoting.
Oracle CPQ imports account details from Oracle Sales when a new quote is created. This can include details about the buyer that can be important for pricing and order fulfillment, such as company name, shipping and billing address, and industry.
Oracle CPQ exports quote details from the transaction to the Oracle Sales Quotes and Orders object when a user completes edits. This information typically includes summary information about the sales transaction like pricing rollups, approval status, and order info.
Oracle CPQ exports quote line details from the transaction to the Oracle Sales quote line items object when a user completes edits. This typically includes product information, quantities, discounts and list, and net prices.
Oracle CPQ exports quote line items from the transaction to the Oracle Sales opportunity's revenue lines when the user updates the opportunity. This includes product information, quantities, discounts and list, and net prices.
These data integrations are included in the Oracle CPQ Standard Process provisioned for each new customer. This simplifies the setup for administrators and provides a set of predefined integrations for common tasks. The integration is extensible, and additional business objects can be imported or exported as required for your business processes.

CPQ Integration Management

The following sections within CPQ are used to establish and manage integration settings.

Customer Relationship Management (CRM) Integration
The Fusion CRM Integration, in the CPQ Integration Center, is used to set up and manage the connection between Oracle CPQ and an Oracle Sales environment.
Commerce Integrations
Commerce Integrations and the associated Attribute Mappings are used to manage data integration between an Oracle CPQ Commerce Process and Oracle Sales opportunities. Several default predefined integrations are included in the Oracle CPQ Standard Process for CPQ sites integrated with Oracle Sales.
Oracle Sales Product Integration
The Oracle Sales Product Information Master (SPIM) Integration is used to synchronize products and product structures from Oracle Sales to Oracle CPQ. Synchronization from Oracle Sales to Oracle CPQ can be configured as follows based on your business needs.
Sales and Financial Account Integration
Sales and Financial Account Integration retrieves and populates customer account information for quotes that are initiated from an Oracle Sales opportunity or account. The Fusion Accounts Integration Generic Integration, in the CPQ Integration Center, is used to connect to Oracle Sales account details.

CPQ Pages for Oracle Sales Users

The Product Workbench (previously know as Product Launch) is designed for Oracle Sales product managers, with the goal of making the definition and management of their products and services more intuitive and seamless. When an Oracle Sales product manager selects the Price action for a sales product, the Product Workbench is launched. CPQ administrators can also access the Product workbench from the Admin Home Page. Product Workbench provides the ability to:

Set and edit pricing from the product-centric point of view (i.e. the user is presented with all the pricing defined for a particular product). If the product should be priced differently under different condition sets, Product Workbench will display all records on a single page, grouped by those condition sets, making it easier to read.
Easily define "contextual pricing", which can be thought of as the ability to define differentiated pricing when the product or service is to be sold together with other products and / or services.
Define multiple charges for each product or service under the different circumstances mentioned above (conditional and contextual pricing) in a very intuitive way. These multiple charges can be of different types and there’s no limit to the number of charges associated with each product or service.

Administration

Set Up Fusion CRM Integration

Create an Oracle CPQ CRM Integration to establish a connection between Oracle CPQ and an Oracle Sales environment.

Log into Oracle CPQ as an administrator or as a Full Access user.
Navigate to Admin > Integration Platform > Integration Center.
Click Create Integration, select CRM, and then enter the following parameters:
- Vendor: Fusion
- Name: Fusion
- Variable Name: fusion
- Endpoint URL: the web address for the integrated Oracle Sales site
- Username and Password: user credentials of a Fusion Integration user with the sales administrator role
- (optional) Scope: the value used for accessing the public key of the OAuth Provider
- Enable Integration: check to enable the Oracle Fusion CRM integration
  
  Note: 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.
Click Save.

Refer to Oracle Fusion CRM Integration for more information.

Commerce Integrations

The following default predefined integrations and applicable attribute mappings are included in the Oracle CPQ Standard Process for CPQ sites integrated with Oracle Sales. Administrators can add additional integrations, modify attribute mappings, and delete integrations that are not needed.

Complete the following steps the access Commerce integrations.

Log into Oracle CPQ as an administrator or as a Full Access user.
Navigate to Admin > Commerce and Documents > Process Definition.
Select Integrations for the applicable Commerce Process, and then click List.
Click on the applicable integration.
To access attribute mapping, click Edit for Request Mapping or Response Mapping.

Name	Type	Description	Attribute Mapping
Sync Quote Lines	REST - Export Lines	Synchronizes quote lines from CPQ to Oracle Sales	Sync Quote Lines Attribute Mapping
REST Import Opportunity	REST - Import	Imports the opportunity header information from Oracle Sales to a CPQ transaction.	REST Import Opportunity Attribute Mapping
REST Upsert Quote	REST - Export	Exports transaction level data from CPQ to the Oracle Sales quote and sales order header object.	REST Upsert Quote Attribute Mapping
REST Line Sync Complete	REST - Export	Updates the "Last Synchronized" date for an Oracle Sales quote and sales order header object to trigger upsert of opportunity revenue lines.	REST Line Sync Complete Attribute Mapping
Import Revenue Lines	REST - Import	Imports revenue lines from an Oracle Sales opportunity and creates related quote lines on a CPQ transaction.	Import Revenue Lines Attribute Mapping

Refer to Commerce Integrations and Commerce Integration Attribute Mapping for more information.

Set Up Product Integration

Set Up Sales and Financial Accounts Integration

Complete the following tasks to enable sales and financial accounts integration.

Set Up Fusion Account Integration

Create an Oracle CPQ Generic Integration to enable the retrieval of Oracle Sales and Financial Accounts data.

Log into Oracle CPQ as an administrator or as a Full Access user.
Navigate to Admin > Integration Platform > Integration Center.
Click Create Integration, select Generic Integration, and then enter the following parameters:
- Name: Fusion
- Request URL: the web address for the integrated Oracle Sales site
- Username and Password: user credentials of a Fusion Integration user with the sales administrator role
- Enable Integration: check to enable the Oracle Fusion Accounts integration
  Note: Once the Fusion Accounts 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.
Click Save.

Refer to Generic Integration for more information.

Set Commerce Process Auto-fill and Initial Import Options

Log into Oracle CPQ as an administrator or as a Full Access user.
Navigate to Admin > Commerce and Documents > Process Definition.
Click on the applicable process link.
Select Accounts Information from the Auto Fill Options drop-down.
Click the Integrations tab.
Verify that TCA Account Integration is listed after the Import Revenue Lines in the Selected Imports window.

If required, use the ▲ or ▼ icons to change the order of the Selected Imports.
Click Apply or Update.

Refer to Commerce Process for more information.

Verify Accounts Integration Endpoint URL

Log into Oracle CPQ as an administrator or as a Full Access user.
Navigate to Admin > Integration Platform > Accounts.
Click Integration.
Click on OSC - Account Import.
Verify the Endpoint URL.

https://<siteName>/crmCommonSalesParties/AccountService

Where "siteName" is the domain name for the integrated Oracle Sales site.

Refer to External Accounts - Creating an Accounts Integration for more information.

Update REST Import Opportunity Response Mapping

Log into Oracle CPQ as an administrator or as a Full Access user.
Navigate to Admin > Commerce and Documents > Process Definition.
Select Integrations for the applicable Commerce Process, and then click List.
Click on REST Import Opportunity.
Click Edit for Response Mapping.
Update mapping if the Business Unit ID Mapped Attribute is mapped to the Primary Org ID CPQ Attribute.
1. Double-click on the Primary Org ID CPQ Attribute.
2. Select Business Unit ID from the drop-down.
Click Save.

Refer to Commerce Integrations and Commerce Integration Attribute Mapping for more information.

Update Oracle Sales Create Quote Integration

Sign into Sales as a user with the Sales Administrator role.
Navigate to Setup and Maintenance Task > Manage Oracle CX Sales to Oracle CPQ Cloud Integration.
Remove "_partnerOpportunityId" from the URL for the Create Quote Value.

Refer to Integrating CX Sales with Oracle CPQ > Configure the Integration URLs for more information.

Note: The Get Account Details (getAccountDetails) Commerce action is for the TCA integration and is not associated with the latest account integration.

Notes

Refer to the following documents for more information focused on Oracle Sales to Oracle CPQ integration implementation.

How do I get started with the Revenue Transformation Solution? Oracle Sales Playbook
Integrating CX Sales with Oracle CPQ