User Sync

As part of your initial Salesforce integration install and setup, administrators were instructed to provide the assignable Group names for each active Group in CPQ. If new Groups are created or deleted later, you must update this Groups list in Salesforce to ensure that they can be properly assigned to Salesforce users

Refer to the Setting Up Groups topic to setup, view, and maintain Oracle CPQ User Groups.

To add a CPQ Group as an assigned Group in Salesforce, you must add the varname for that group to the Groups Picklist on the Oracle User object. The following steps show how this is done:

1. In Salesforce, navigate to Setup.
2. Navigate to Platform Tools > Objects and Fields > Object Manager to open the Object Manager page.
3. Click Oracle User.
4. In Fields & Relationships, click on the Groups link under Field Label. The Custom Field Definition Detail information displays.

   

5. Click New under Values.

   

6. In the Groups page, enter the variable names of each CPQ User Group that you retrieved from Oracle CPQ. Enter each variable name on a separate line.

   

7. Click Save.
8. In Picklist Values, delete any user group entry which does not exist in CPQ or should never be assined.

   

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User profiles can be thought of as templates for grouping together common default settings for a set of similar users. This can be helpful when you have users in different countries who have differing language and currency preferences. Another scenario for user profile is if users work in different lines of business and require membership to different groups. Defining user profiles makes it easier for an administrator to provision users.

To create a new CPQ User Profile in Salesforce, complete the following steps:

1. In Salesforce, open the Oracle User Profiles object.

3. Click New. The New Oracle User Profile page displays.

4. Enter the values for the fields for the desired user profile. Refer to the table below for field information.

5. Click Save.

One the key capabilities of the User Sync feature is the ability for an Administrator to provision a new CPQ user from Salesforce. This allows companies to onboard new Sales Reps without having to create user accounts in both systems and manually integrate these accounts, User Sync handles this for you.

To provision CPQ users, complete the following steps:

1. In Salesforce, navigate to the Setup > Users > Users.

2. Click on the user that you want to pair with CPQ and scroll down to the Oracle User section.

3. Click Edit on the Oracle user record.

4. (Optional) If you have created user profiles, select a Default Profile from the available drop down. The user settings and preferences automatically populate once the profile is selected.

5. (Optional) If you are not using default profiles, fill in the preferences for this user. Refer to the table below for field information.

6. Click Save. The Salesforce Connector creates a user in Oracle CPQ which uses the preferences settings as entered above.

7. (Optional) Log in to CPQ as an administrator and verify the user was created.

User Sync also allows users to update their own personal information and preferences from Salesforce to Oracle CPQ. Any logged in user who has a linked CPQ account can make changes to their profile including name, email, localization preferences and delegated approver.

To update your user details and sync them to CPQ:

1. In Salesforce, navigate to your Personal Setting page.
2. Click Settings.

   

3. Modify your Personal Information. You can edit your Name, Job Title, Address, Email, Phone, and Fax.

   

4. Click Save.
5. Go to Advanced User Detailsand scroll to your CPQ user settings.
6. Click Edit to modify your user preferences.

   

   The following table defines the user fields.

   Oracle CPQ User Fields	Purpose/Description
   Oracle User Profile Name	Enter the desire name for the User Profile.
   User Type	Select the designated user type, for example, FullAccess, SalesAgent ChannelAgent, RestrictedAcesses
   Partner User	Check this if the users are to be paired with a “Partner User”.
   Link to CPQ User	Check this to allow for users to be created in CPQ, if one does not exist.
   Suspend CPQ User Sync	Check this to not send changes that are made on the User Profile in Salesforce to be sent to CPQ.
   Allow Quote Creation	Check this if users are allowed to create quotes.
   Designated Approver	Enter the name of the designated approver for the user profile.
   Groups	Select from the list of groups available. Refer to Create User Groups in Salesforce.
   Language Preference	Select the preferred display for the language for the users assigned this profile.
   Currency Preference	Select the preferred display for currency for the users assigned this profile.
   Number Format	Select the number format default for this user profile. Select decimal or comma.
   Units	Select the preferred display for units of measure for the users assigned this profile.
   Data Table Format	Select the preferred display of the data table format for the users assigned this profile.
   Time Zone	Select the time zone for the users assigned this profile.

7. Verify the Link to CPQ User checkbox is checked. If not checked, the Salesforce user is not linked to a CPQ user.
8. Verify the Suspend CPQ User Sync checkbox is not checked. If checked, user record changes made in Salesforce are not being sent to Oracle CPQ.
9. Modify user preference field(s). The fields that are editable will vary based on the type of user viewing the page.
10. Click Save.

    

    The user preference settings will be synced to the My Profile page in Oracle CPQ.

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Oracle CPQ Connector for Salesforce allows administrators to globally disable user sync between Salesforce and Oracle CPQ. When disabled, changes to Users or Oracle Users in Salesforce will not trigger an update to Users in Oracle CPQ. Administrators may find this feature helpful when performing a bulk update of User or Oracle User records in Salesforce. By disabling user sync, admins are able to avoid errors caused by integration timeouts and other Salesforce platform governor limits triggered with bulk operations.

To use the toggle to globally disable User Sync between Salesforce and Oracle CPQ, administrators can perform the following steps:

1. In Salesforce, navigate to Setup and enter Custom Settings in the keyword search. The Custom Setting page displays.

2. Click Manage to go the CPQ Extensions Setting page.

   

3. Click New or Edit for the Default Organization Level Value for the CPQ Extension Settings.

   

4. Select the Disable User Sync checkbox to stop synchronizing user record details to Oracle CPQ.
5. Click Save.

   

   The CPQ Extension Setting Detail page displays a checkmark in the Disable User Sync setting and indicates that user details are currently not being synchronized between Salesforce and Oracle CPQ.

   

   The disable/enable user sync setting can be controlled manually or via automation. If you would like to automate the Disable User Sync action, refer to Salesforce documentation for information on modifying custom settings.

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