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f.On the resulting page, select Closed in the Status field, select a suitable value in the Case Reason field, and click Save .You've now successfully triggered the recipe.3.Monitor the execution of the integration flow in Oracle Integration.a.On the Configuration Editor page of the recipe, select the integration flow.b.Click Run , then click Track Instances .Appendix A Customer Relationship Management (CRM) Recipes A-111c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now fetches the link to the specified survey from SurveyMonkey and sends it to the contact email address of the Salesforce case you just closed.4.Log in to the email account specified in the Salesforce case you closed, and check for the email message from Oracle Integration.The email contains the URL of the SurveyMonkey survey.Related Documentation Using the SurveyMonkey Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Sync Customer Data Between Oracle Loyalty Cloud and Oracle Responsys Use this recipe to promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.You can target, influence, and reward your customers by using this integrated loyalty and marketing solution.Note: This recipe is available as Oracle Loyalty Cloud Oracle Responsys \| Manage Membership in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview Oracle Loyalty Cloud enables you to manage the complete loyalty program life cycle.
You've now successfully triggered the recipe.3.Monitor the execution of the integration flow in Oracle Integration.a.On the Configuration Editor page of the recipe, select the integration flow.b.Click Run , then click Track Instances .Appendix A Customer Relationship Management (CRM) Recipes A-111c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now fetches the link to the specified survey from SurveyMonkey and sends it to the contact email address of the Salesforce case you just closed.4.Log in to the email account specified in the Salesforce case you closed, and check for the email message from Oracle Integration.The email contains the URL of the SurveyMonkey survey.Related Documentation Using the SurveyMonkey Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Sync Customer Data Between Oracle Loyalty Cloud and Oracle Responsys Use this recipe to promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.You can target, influence, and reward your customers by using this integrated loyalty and marketing solution.Note: This recipe is available as Oracle Loyalty Cloud Oracle Responsys \| Manage Membership in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview Oracle Loyalty Cloud enables you to manage the complete loyalty program life cycle.Oracle Responsys provides your B2C marketing teams with a centralized canvas to build consumer profiles and tailor interactions for consumers across email, mobile, display, and social channels.
3.Monitor the execution of the integration flow in Oracle Integration.a.On the Configuration Editor page of the recipe, select the integration flow.b.Click Run , then click Track Instances .Appendix A Customer Relationship Management (CRM) Recipes A-111c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now fetches the link to the specified survey from SurveyMonkey and sends it to the contact email address of the Salesforce case you just closed.4.Log in to the email account specified in the Salesforce case you closed, and check for the email message from Oracle Integration.The email contains the URL of the SurveyMonkey survey.Related Documentation Using the SurveyMonkey Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Sync Customer Data Between Oracle Loyalty Cloud and Oracle Responsys Use this recipe to promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.You can target, influence, and reward your customers by using this integrated loyalty and marketing solution.Note: This recipe is available as Oracle Loyalty Cloud Oracle Responsys \| Manage Membership in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview Oracle Loyalty Cloud enables you to manage the complete loyalty program life cycle.Oracle Responsys provides your B2C marketing teams with a centralized canvas to build consumer profiles and tailor interactions for consumers across email, mobile, display, and social channels.With this recipe, you can promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.
a.On the Configuration Editor page of the recipe, select the integration flow.b.Click Run , then click Track Instances .Appendix A Customer Relationship Management (CRM) Recipes A-111c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now fetches the link to the specified survey from SurveyMonkey and sends it to the contact email address of the Salesforce case you just closed.4.Log in to the email account specified in the Salesforce case you closed, and check for the email message from Oracle Integration.The email contains the URL of the SurveyMonkey survey.Related Documentation Using the SurveyMonkey Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Sync Customer Data Between Oracle Loyalty Cloud and Oracle Responsys Use this recipe to promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.You can target, influence, and reward your customers by using this integrated loyalty and marketing solution.Note: This recipe is available as Oracle Loyalty Cloud Oracle Responsys \| Manage Membership in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview Oracle Loyalty Cloud enables you to manage the complete loyalty program life cycle.Oracle Responsys provides your B2C marketing teams with a centralized canvas to build consumer profiles and tailor interactions for consumers across email, mobile, display, and social channels.With this recipe, you can promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.For example, you can sync the following member attributes: First name Last name Address Email address Mobile phone number You can change the attributes used in this recipe by editing the integration mapping within Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-112With this integration, you can use customer data in Oracle Loyalty Cloud for targeting and personalization in Oracle Responsys Marketing Platform Cloud Service (Oracle Responsys) in the following scenarios: Sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.
b.Click Run , then click Track Instances .Appendix A Customer Relationship Management (CRM) Recipes A-111c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now fetches the link to the specified survey from SurveyMonkey and sends it to the contact email address of the Salesforce case you just closed.4.Log in to the email account specified in the Salesforce case you closed, and check for the email message from Oracle Integration.The email contains the URL of the SurveyMonkey survey.Related Documentation Using the SurveyMonkey Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Sync Customer Data Between Oracle Loyalty Cloud and Oracle Responsys Use this recipe to promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.You can target, influence, and reward your customers by using this integrated loyalty and marketing solution.Note: This recipe is available as Oracle Loyalty Cloud Oracle Responsys \| Manage Membership in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview Oracle Loyalty Cloud enables you to manage the complete loyalty program life cycle.Oracle Responsys provides your B2C marketing teams with a centralized canvas to build consumer profiles and tailor interactions for consumers across email, mobile, display, and social channels.With this recipe, you can promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.For example, you can sync the following member attributes: First name Last name Address Email address Mobile phone number You can change the attributes used in this recipe by editing the integration mapping within Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-112With this integration, you can use customer data in Oracle Loyalty Cloud for targeting and personalization in Oracle Responsys Marketing Platform Cloud Service (Oracle Responsys) in the following scenarios: Sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.This synchronization would apply for any customer becoming a new loyalty member or for any changes to the profile of an existing loyalty member.
The recipe now fetches the link to the specified survey from SurveyMonkey and sends it to the contact email address of the Salesforce case you just closed.4.Log in to the email account specified in the Salesforce case you closed, and check for the email message from Oracle Integration.The email contains the URL of the SurveyMonkey survey.Related Documentation Using the SurveyMonkey Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Sync Customer Data Between Oracle Loyalty Cloud and Oracle Responsys Use this recipe to promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.You can target, influence, and reward your customers by using this integrated loyalty and marketing solution.Note: This recipe is available as Oracle Loyalty Cloud Oracle Responsys \| Manage Membership in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview Oracle Loyalty Cloud enables you to manage the complete loyalty program life cycle.Oracle Responsys provides your B2C marketing teams with a centralized canvas to build consumer profiles and tailor interactions for consumers across email, mobile, display, and social channels.With this recipe, you can promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.For example, you can sync the following member attributes: First name Last name Address Email address Mobile phone number You can change the attributes used in this recipe by editing the integration mapping within Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-112With this integration, you can use customer data in Oracle Loyalty Cloud for targeting and personalization in Oracle Responsys Marketing Platform Cloud Service (Oracle Responsys) in the following scenarios: Sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.This synchronization would apply for any customer becoming a new loyalty member or for any changes to the profile of an existing loyalty member.Real-time triggering of Oracle Responsys marketing orchestration programs for specific events in Oracle Loyalty Cloud, such as joining a loyalty program, cashing out points, or moving to a new tier.
4.Log in to the email account specified in the Salesforce case you closed, and check for the email message from Oracle Integration.The email contains the URL of the SurveyMonkey survey.Related Documentation Using the SurveyMonkey Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Sync Customer Data Between Oracle Loyalty Cloud and Oracle Responsys Use this recipe to promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.You can target, influence, and reward your customers by using this integrated loyalty and marketing solution.Note: This recipe is available as Oracle Loyalty Cloud Oracle Responsys \| Manage Membership in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview Oracle Loyalty Cloud enables you to manage the complete loyalty program life cycle.Oracle Responsys provides your B2C marketing teams with a centralized canvas to build consumer profiles and tailor interactions for consumers across email, mobile, display, and social channels.With this recipe, you can promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.For example, you can sync the following member attributes: First name Last name Address Email address Mobile phone number You can change the attributes used in this recipe by editing the integration mapping within Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-112With this integration, you can use customer data in Oracle Loyalty Cloud for targeting and personalization in Oracle Responsys Marketing Platform Cloud Service (Oracle Responsys) in the following scenarios: Sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.This synchronization would apply for any customer becoming a new loyalty member or for any changes to the profile of an existing loyalty member.Real-time triggering of Oracle Responsys marketing orchestration programs for specific events in Oracle Loyalty Cloud, such as joining a loyalty program, cashing out points, or moving to a new tier.The auto-trigger requires pre-creating orchestration programs in Oracle Responsys that correspond to Oracle Loyalty Cloud events.
The email contains the URL of the SurveyMonkey survey.Related Documentation Using the SurveyMonkey Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Sync Customer Data Between Oracle Loyalty Cloud and Oracle Responsys Use this recipe to promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.You can target, influence, and reward your customers by using this integrated loyalty and marketing solution.Note: This recipe is available as Oracle Loyalty Cloud Oracle Responsys \| Manage Membership in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview Oracle Loyalty Cloud enables you to manage the complete loyalty program life cycle.Oracle Responsys provides your B2C marketing teams with a centralized canvas to build consumer profiles and tailor interactions for consumers across email, mobile, display, and social channels.With this recipe, you can promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.For example, you can sync the following member attributes: First name Last name Address Email address Mobile phone number You can change the attributes used in this recipe by editing the integration mapping within Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-112With this integration, you can use customer data in Oracle Loyalty Cloud for targeting and personalization in Oracle Responsys Marketing Platform Cloud Service (Oracle Responsys) in the following scenarios: Sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.This synchronization would apply for any customer becoming a new loyalty member or for any changes to the profile of an existing loyalty member.Real-time triggering of Oracle Responsys marketing orchestration programs for specific events in Oracle Loyalty Cloud, such as joining a loyalty program, cashing out points, or moving to a new tier.The auto-trigger requires pre-creating orchestration programs in Oracle Responsys that correspond to Oracle Loyalty Cloud events.Life cycle marketing for campaigns like birthdays, newsletters, and special promotions for members with specific characteristics.
Related Documentation Using the SurveyMonkey Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Sync Customer Data Between Oracle Loyalty Cloud and Oracle Responsys Use this recipe to promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.You can target, influence, and reward your customers by using this integrated loyalty and marketing solution.Note: This recipe is available as Oracle Loyalty Cloud Oracle Responsys \| Manage Membership in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview Oracle Loyalty Cloud enables you to manage the complete loyalty program life cycle.Oracle Responsys provides your B2C marketing teams with a centralized canvas to build consumer profiles and tailor interactions for consumers across email, mobile, display, and social channels.With this recipe, you can promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.For example, you can sync the following member attributes: First name Last name Address Email address Mobile phone number You can change the attributes used in this recipe by editing the integration mapping within Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-112With this integration, you can use customer data in Oracle Loyalty Cloud for targeting and personalization in Oracle Responsys Marketing Platform Cloud Service (Oracle Responsys) in the following scenarios: Sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.This synchronization would apply for any customer becoming a new loyalty member or for any changes to the profile of an existing loyalty member.Real-time triggering of Oracle Responsys marketing orchestration programs for specific events in Oracle Loyalty Cloud, such as joining a loyalty program, cashing out points, or moving to a new tier.The auto-trigger requires pre-creating orchestration programs in Oracle Responsys that correspond to Oracle Loyalty Cloud events.Life cycle marketing for campaigns like birthdays, newsletters, and special promotions for members with specific characteristics.In Oracle Responsys, you define the specific campaign, targeting criteria, and personalization rules, as well as the recurring schedule to run the campaign.
You can target, influence, and reward your customers by using this integrated loyalty and marketing solution.Note: This recipe is available as Oracle Loyalty Cloud Oracle Responsys \| Manage Membership in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview Oracle Loyalty Cloud enables you to manage the complete loyalty program life cycle.Oracle Responsys provides your B2C marketing teams with a centralized canvas to build consumer profiles and tailor interactions for consumers across email, mobile, display, and social channels.With this recipe, you can promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.For example, you can sync the following member attributes: First name Last name Address Email address Mobile phone number You can change the attributes used in this recipe by editing the integration mapping within Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-112With this integration, you can use customer data in Oracle Loyalty Cloud for targeting and personalization in Oracle Responsys Marketing Platform Cloud Service (Oracle Responsys) in the following scenarios: Sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.This synchronization would apply for any customer becoming a new loyalty member or for any changes to the profile of an existing loyalty member.Real-time triggering of Oracle Responsys marketing orchestration programs for specific events in Oracle Loyalty Cloud, such as joining a loyalty program, cashing out points, or moving to a new tier.The auto-trigger requires pre-creating orchestration programs in Oracle Responsys that correspond to Oracle Loyalty Cloud events.Life cycle marketing for campaigns like birthdays, newsletters, and special promotions for members with specific characteristics.In Oracle Responsys, you define the specific campaign, targeting criteria, and personalization rules, as well as the recurring schedule to run the campaign.System and Access Requirements Oracle Loyalty Cloud Oracle Responsys Marketing Platform Cloud Service Oracle Integration Install, Configure, and Run the Recipe For more information and steps to install, configure, and run recipes, see Get Started with Integration Accelerators and Recipes .
Note: This recipe is available as Oracle Loyalty Cloud Oracle Responsys \| Manage Membership in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview Oracle Loyalty Cloud enables you to manage the complete loyalty program life cycle.Oracle Responsys provides your B2C marketing teams with a centralized canvas to build consumer profiles and tailor interactions for consumers across email, mobile, display, and social channels.With this recipe, you can promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.For example, you can sync the following member attributes: First name Last name Address Email address Mobile phone number You can change the attributes used in this recipe by editing the integration mapping within Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-112With this integration, you can use customer data in Oracle Loyalty Cloud for targeting and personalization in Oracle Responsys Marketing Platform Cloud Service (Oracle Responsys) in the following scenarios: Sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.This synchronization would apply for any customer becoming a new loyalty member or for any changes to the profile of an existing loyalty member.Real-time triggering of Oracle Responsys marketing orchestration programs for specific events in Oracle Loyalty Cloud, such as joining a loyalty program, cashing out points, or moving to a new tier.The auto-trigger requires pre-creating orchestration programs in Oracle Responsys that correspond to Oracle Loyalty Cloud events.Life cycle marketing for campaigns like birthdays, newsletters, and special promotions for members with specific characteristics.In Oracle Responsys, you define the specific campaign, targeting criteria, and personalization rules, as well as the recurring schedule to run the campaign.System and Access Requirements Oracle Loyalty Cloud Oracle Responsys Marketing Platform Cloud Service Oracle Integration Install, Configure, and Run the Recipe For more information and steps to install, configure, and run recipes, see Get Started with Integration Accelerators and Recipes .Related Documentation Oracle Loyalty Cloud Integrating Loyalty with Oracle Responsys Marketing Platform Cloud Service Sync Data Between Oracle CPQ Transactions and Salesforce Quotes Use this recipe to synchronize data between Oracle Configure, Price, and Quote (Oracle CPQ) transactions and Salesforce quotes.
Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview Oracle Loyalty Cloud enables you to manage the complete loyalty program life cycle.Oracle Responsys provides your B2C marketing teams with a centralized canvas to build consumer profiles and tailor interactions for consumers across email, mobile, display, and social channels.With this recipe, you can promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.For example, you can sync the following member attributes: First name Last name Address Email address Mobile phone number You can change the attributes used in this recipe by editing the integration mapping within Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-112With this integration, you can use customer data in Oracle Loyalty Cloud for targeting and personalization in Oracle Responsys Marketing Platform Cloud Service (Oracle Responsys) in the following scenarios: Sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.This synchronization would apply for any customer becoming a new loyalty member or for any changes to the profile of an existing loyalty member.Real-time triggering of Oracle Responsys marketing orchestration programs for specific events in Oracle Loyalty Cloud, such as joining a loyalty program, cashing out points, or moving to a new tier.The auto-trigger requires pre-creating orchestration programs in Oracle Responsys that correspond to Oracle Loyalty Cloud events.Life cycle marketing for campaigns like birthdays, newsletters, and special promotions for members with specific characteristics.In Oracle Responsys, you define the specific campaign, targeting criteria, and personalization rules, as well as the recurring schedule to run the campaign.System and Access Requirements Oracle Loyalty Cloud Oracle Responsys Marketing Platform Cloud Service Oracle Integration Install, Configure, and Run the Recipe For more information and steps to install, configure, and run recipes, see Get Started with Integration Accelerators and Recipes .Related Documentation Oracle Loyalty Cloud Integrating Loyalty with Oracle Responsys Marketing Platform Cloud Service Sync Data Between Oracle CPQ Transactions and Salesforce Quotes Use this recipe to synchronize data between Oracle Configure, Price, and Quote (Oracle CPQ) transactions and Salesforce quotes.Note: This recipe is available as Oracle CPQ Salesforce \| Synchronize Data in the Integration Store.
The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview Oracle Loyalty Cloud enables you to manage the complete loyalty program life cycle.Oracle Responsys provides your B2C marketing teams with a centralized canvas to build consumer profiles and tailor interactions for consumers across email, mobile, display, and social channels.With this recipe, you can promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.For example, you can sync the following member attributes: First name Last name Address Email address Mobile phone number You can change the attributes used in this recipe by editing the integration mapping within Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-112With this integration, you can use customer data in Oracle Loyalty Cloud for targeting and personalization in Oracle Responsys Marketing Platform Cloud Service (Oracle Responsys) in the following scenarios: Sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.This synchronization would apply for any customer becoming a new loyalty member or for any changes to the profile of an existing loyalty member.Real-time triggering of Oracle Responsys marketing orchestration programs for specific events in Oracle Loyalty Cloud, such as joining a loyalty program, cashing out points, or moving to a new tier.The auto-trigger requires pre-creating orchestration programs in Oracle Responsys that correspond to Oracle Loyalty Cloud events.Life cycle marketing for campaigns like birthdays, newsletters, and special promotions for members with specific characteristics.In Oracle Responsys, you define the specific campaign, targeting criteria, and personalization rules, as well as the recurring schedule to run the campaign.System and Access Requirements Oracle Loyalty Cloud Oracle Responsys Marketing Platform Cloud Service Oracle Integration Install, Configure, and Run the Recipe For more information and steps to install, configure, and run recipes, see Get Started with Integration Accelerators and Recipes .Related Documentation Oracle Loyalty Cloud Integrating Loyalty with Oracle Responsys Marketing Platform Cloud Service Sync Data Between Oracle CPQ Transactions and Salesforce Quotes Use this recipe to synchronize data between Oracle Configure, Price, and Quote (Oracle CPQ) transactions and Salesforce quotes.Note: This recipe is available as Oracle CPQ Salesforce \| Synchronize Data in the Integration Store.Oracle provides this recipe as a sample only.
No support is provided for this recipe.Overview Oracle Loyalty Cloud enables you to manage the complete loyalty program life cycle.Oracle Responsys provides your B2C marketing teams with a centralized canvas to build consumer profiles and tailor interactions for consumers across email, mobile, display, and social channels.With this recipe, you can promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.For example, you can sync the following member attributes: First name Last name Address Email address Mobile phone number You can change the attributes used in this recipe by editing the integration mapping within Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-112With this integration, you can use customer data in Oracle Loyalty Cloud for targeting and personalization in Oracle Responsys Marketing Platform Cloud Service (Oracle Responsys) in the following scenarios: Sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.This synchronization would apply for any customer becoming a new loyalty member or for any changes to the profile of an existing loyalty member.Real-time triggering of Oracle Responsys marketing orchestration programs for specific events in Oracle Loyalty Cloud, such as joining a loyalty program, cashing out points, or moving to a new tier.The auto-trigger requires pre-creating orchestration programs in Oracle Responsys that correspond to Oracle Loyalty Cloud events.Life cycle marketing for campaigns like birthdays, newsletters, and special promotions for members with specific characteristics.In Oracle Responsys, you define the specific campaign, targeting criteria, and personalization rules, as well as the recurring schedule to run the campaign.System and Access Requirements Oracle Loyalty Cloud Oracle Responsys Marketing Platform Cloud Service Oracle Integration Install, Configure, and Run the Recipe For more information and steps to install, configure, and run recipes, see Get Started with Integration Accelerators and Recipes .Related Documentation Oracle Loyalty Cloud Integrating Loyalty with Oracle Responsys Marketing Platform Cloud Service Sync Data Between Oracle CPQ Transactions and Salesforce Quotes Use this recipe to synchronize data between Oracle Configure, Price, and Quote (Oracle CPQ) transactions and Salesforce quotes.Note: This recipe is available as Oracle CPQ Salesforce \| Synchronize Data in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.
Overview Oracle Loyalty Cloud enables you to manage the complete loyalty program life cycle.Oracle Responsys provides your B2C marketing teams with a centralized canvas to build consumer profiles and tailor interactions for consumers across email, mobile, display, and social channels.With this recipe, you can promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.For example, you can sync the following member attributes: First name Last name Address Email address Mobile phone number You can change the attributes used in this recipe by editing the integration mapping within Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-112With this integration, you can use customer data in Oracle Loyalty Cloud for targeting and personalization in Oracle Responsys Marketing Platform Cloud Service (Oracle Responsys) in the following scenarios: Sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.This synchronization would apply for any customer becoming a new loyalty member or for any changes to the profile of an existing loyalty member.Real-time triggering of Oracle Responsys marketing orchestration programs for specific events in Oracle Loyalty Cloud, such as joining a loyalty program, cashing out points, or moving to a new tier.The auto-trigger requires pre-creating orchestration programs in Oracle Responsys that correspond to Oracle Loyalty Cloud events.Life cycle marketing for campaigns like birthdays, newsletters, and special promotions for members with specific characteristics.In Oracle Responsys, you define the specific campaign, targeting criteria, and personalization rules, as well as the recurring schedule to run the campaign.System and Access Requirements Oracle Loyalty Cloud Oracle Responsys Marketing Platform Cloud Service Oracle Integration Install, Configure, and Run the Recipe For more information and steps to install, configure, and run recipes, see Get Started with Integration Accelerators and Recipes .Related Documentation Oracle Loyalty Cloud Integrating Loyalty with Oracle Responsys Marketing Platform Cloud Service Sync Data Between Oracle CPQ Transactions and Salesforce Quotes Use this recipe to synchronize data between Oracle Configure, Price, and Quote (Oracle CPQ) transactions and Salesforce quotes.Note: This recipe is available as Oracle CPQ Salesforce \| Synchronize Data in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.
Oracle Responsys provides your B2C marketing teams with a centralized canvas to build consumer profiles and tailor interactions for consumers across email, mobile, display, and social channels.With this recipe, you can promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.For example, you can sync the following member attributes: First name Last name Address Email address Mobile phone number You can change the attributes used in this recipe by editing the integration mapping within Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-112With this integration, you can use customer data in Oracle Loyalty Cloud for targeting and personalization in Oracle Responsys Marketing Platform Cloud Service (Oracle Responsys) in the following scenarios: Sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.This synchronization would apply for any customer becoming a new loyalty member or for any changes to the profile of an existing loyalty member.Real-time triggering of Oracle Responsys marketing orchestration programs for specific events in Oracle Loyalty Cloud, such as joining a loyalty program, cashing out points, or moving to a new tier.The auto-trigger requires pre-creating orchestration programs in Oracle Responsys that correspond to Oracle Loyalty Cloud events.Life cycle marketing for campaigns like birthdays, newsletters, and special promotions for members with specific characteristics.In Oracle Responsys, you define the specific campaign, targeting criteria, and personalization rules, as well as the recurring schedule to run the campaign.System and Access Requirements Oracle Loyalty Cloud Oracle Responsys Marketing Platform Cloud Service Oracle Integration Install, Configure, and Run the Recipe For more information and steps to install, configure, and run recipes, see Get Started with Integration Accelerators and Recipes .Related Documentation Oracle Loyalty Cloud Integrating Loyalty with Oracle Responsys Marketing Platform Cloud Service Sync Data Between Oracle CPQ Transactions and Salesforce Quotes Use this recipe to synchronize data between Oracle Configure, Price, and Quote (Oracle CPQ) transactions and Salesforce quotes.Note: This recipe is available as Oracle CPQ Salesforce \| Synchronize Data in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe performs bidirectional synchronization of data between transactions in Oracle CPQ and quotes in Salesforce.
With this recipe, you can promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.For example, you can sync the following member attributes: First name Last name Address Email address Mobile phone number You can change the attributes used in this recipe by editing the integration mapping within Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-112With this integration, you can use customer data in Oracle Loyalty Cloud for targeting and personalization in Oracle Responsys Marketing Platform Cloud Service (Oracle Responsys) in the following scenarios: Sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.This synchronization would apply for any customer becoming a new loyalty member or for any changes to the profile of an existing loyalty member.Real-time triggering of Oracle Responsys marketing orchestration programs for specific events in Oracle Loyalty Cloud, such as joining a loyalty program, cashing out points, or moving to a new tier.The auto-trigger requires pre-creating orchestration programs in Oracle Responsys that correspond to Oracle Loyalty Cloud events.Life cycle marketing for campaigns like birthdays, newsletters, and special promotions for members with specific characteristics.In Oracle Responsys, you define the specific campaign, targeting criteria, and personalization rules, as well as the recurring schedule to run the campaign.System and Access Requirements Oracle Loyalty Cloud Oracle Responsys Marketing Platform Cloud Service Oracle Integration Install, Configure, and Run the Recipe For more information and steps to install, configure, and run recipes, see Get Started with Integration Accelerators and Recipes .Related Documentation Oracle Loyalty Cloud Integrating Loyalty with Oracle Responsys Marketing Platform Cloud Service Sync Data Between Oracle CPQ Transactions and Salesforce Quotes Use this recipe to synchronize data between Oracle Configure, Price, and Quote (Oracle CPQ) transactions and Salesforce quotes.Note: This recipe is available as Oracle CPQ Salesforce \| Synchronize Data in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe performs bidirectional synchronization of data between transactions in Oracle CPQ and quotes in Salesforce.The recipe contains two integration flows - one for synchronizing Salesforce quotes with corresponding Oracle CPQ transactions, and another for synchronizing Oracle CPQ transactions with corresponding Salesforce quotes.
For example, you can sync the following member attributes: First name Last name Address Email address Mobile phone number You can change the attributes used in this recipe by editing the integration mapping within Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-112With this integration, you can use customer data in Oracle Loyalty Cloud for targeting and personalization in Oracle Responsys Marketing Platform Cloud Service (Oracle Responsys) in the following scenarios: Sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.This synchronization would apply for any customer becoming a new loyalty member or for any changes to the profile of an existing loyalty member.Real-time triggering of Oracle Responsys marketing orchestration programs for specific events in Oracle Loyalty Cloud, such as joining a loyalty program, cashing out points, or moving to a new tier.The auto-trigger requires pre-creating orchestration programs in Oracle Responsys that correspond to Oracle Loyalty Cloud events.Life cycle marketing for campaigns like birthdays, newsletters, and special promotions for members with specific characteristics.In Oracle Responsys, you define the specific campaign, targeting criteria, and personalization rules, as well as the recurring schedule to run the campaign.System and Access Requirements Oracle Loyalty Cloud Oracle Responsys Marketing Platform Cloud Service Oracle Integration Install, Configure, and Run the Recipe For more information and steps to install, configure, and run recipes, see Get Started with Integration Accelerators and Recipes .Related Documentation Oracle Loyalty Cloud Integrating Loyalty with Oracle Responsys Marketing Platform Cloud Service Sync Data Between Oracle CPQ Transactions and Salesforce Quotes Use this recipe to synchronize data between Oracle Configure, Price, and Quote (Oracle CPQ) transactions and Salesforce quotes.Note: This recipe is available as Oracle CPQ Salesforce \| Synchronize Data in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe performs bidirectional synchronization of data between transactions in Oracle CPQ and quotes in Salesforce.The recipe contains two integration flows - one for synchronizing Salesforce quotes with corresponding Oracle CPQ transactions, and another for synchronizing Oracle CPQ transactions with corresponding Salesforce quotes.The integrations use the standard Oracle CPQ Adapter and the Salesforce Adapter.Appendix A Customer Relationship Management (CRM) Recipes A-113To use the recipe, you must install the recipe package and configure the connections and other resources within the package.
This synchronization would apply for any customer becoming a new loyalty member or for any changes to the profile of an existing loyalty member.Real-time triggering of Oracle Responsys marketing orchestration programs for specific events in Oracle Loyalty Cloud, such as joining a loyalty program, cashing out points, or moving to a new tier.The auto-trigger requires pre-creating orchestration programs in Oracle Responsys that correspond to Oracle Loyalty Cloud events.Life cycle marketing for campaigns like birthdays, newsletters, and special promotions for members with specific characteristics.In Oracle Responsys, you define the specific campaign, targeting criteria, and personalization rules, as well as the recurring schedule to run the campaign.System and Access Requirements Oracle Loyalty Cloud Oracle Responsys Marketing Platform Cloud Service Oracle Integration Install, Configure, and Run the Recipe For more information and steps to install, configure, and run recipes, see Get Started with Integration Accelerators and Recipes .Related Documentation Oracle Loyalty Cloud Integrating Loyalty with Oracle Responsys Marketing Platform Cloud Service Sync Data Between Oracle CPQ Transactions and Salesforce Quotes Use this recipe to synchronize data between Oracle Configure, Price, and Quote (Oracle CPQ) transactions and Salesforce quotes.Note: This recipe is available as Oracle CPQ Salesforce \| Synchronize Data in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe performs bidirectional synchronization of data between transactions in Oracle CPQ and quotes in Salesforce.The recipe contains two integration flows - one for synchronizing Salesforce quotes with corresponding Oracle CPQ transactions, and another for synchronizing Oracle CPQ transactions with corresponding Salesforce quotes.The integrations use the standard Oracle CPQ Adapter and the Salesforce Adapter.Appendix A Customer Relationship Management (CRM) Recipes A-113To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Subsequently, you can activate the integrations.
Real-time triggering of Oracle Responsys marketing orchestration programs for specific events in Oracle Loyalty Cloud, such as joining a loyalty program, cashing out points, or moving to a new tier.The auto-trigger requires pre-creating orchestration programs in Oracle Responsys that correspond to Oracle Loyalty Cloud events.Life cycle marketing for campaigns like birthdays, newsletters, and special promotions for members with specific characteristics.In Oracle Responsys, you define the specific campaign, targeting criteria, and personalization rules, as well as the recurring schedule to run the campaign.System and Access Requirements Oracle Loyalty Cloud Oracle Responsys Marketing Platform Cloud Service Oracle Integration Install, Configure, and Run the Recipe For more information and steps to install, configure, and run recipes, see Get Started with Integration Accelerators and Recipes .Related Documentation Oracle Loyalty Cloud Integrating Loyalty with Oracle Responsys Marketing Platform Cloud Service Sync Data Between Oracle CPQ Transactions and Salesforce Quotes Use this recipe to synchronize data between Oracle Configure, Price, and Quote (Oracle CPQ) transactions and Salesforce quotes.Note: This recipe is available as Oracle CPQ Salesforce \| Synchronize Data in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe performs bidirectional synchronization of data between transactions in Oracle CPQ and quotes in Salesforce.The recipe contains two integration flows - one for synchronizing Salesforce quotes with corresponding Oracle CPQ transactions, and another for synchronizing Oracle CPQ transactions with corresponding Salesforce quotes.The integrations use the standard Oracle CPQ Adapter and the Salesforce Adapter.Appendix A Customer Relationship Management (CRM) Recipes A-113To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Subsequently, you can activate the integrations.When a transaction is created, updated (for example, a new line item is added), or canceled in Oracle CPQ, the Oracle CPQ Salesforce Transaction2Quote Sync integration is triggered and it creates, updates, or sets to denied status the corresponding Salesforce quote.
The auto-trigger requires pre-creating orchestration programs in Oracle Responsys that correspond to Oracle Loyalty Cloud events.Life cycle marketing for campaigns like birthdays, newsletters, and special promotions for members with specific characteristics.In Oracle Responsys, you define the specific campaign, targeting criteria, and personalization rules, as well as the recurring schedule to run the campaign.System and Access Requirements Oracle Loyalty Cloud Oracle Responsys Marketing Platform Cloud Service Oracle Integration Install, Configure, and Run the Recipe For more information and steps to install, configure, and run recipes, see Get Started with Integration Accelerators and Recipes .Related Documentation Oracle Loyalty Cloud Integrating Loyalty with Oracle Responsys Marketing Platform Cloud Service Sync Data Between Oracle CPQ Transactions and Salesforce Quotes Use this recipe to synchronize data between Oracle Configure, Price, and Quote (Oracle CPQ) transactions and Salesforce quotes.Note: This recipe is available as Oracle CPQ Salesforce \| Synchronize Data in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe performs bidirectional synchronization of data between transactions in Oracle CPQ and quotes in Salesforce.The recipe contains two integration flows - one for synchronizing Salesforce quotes with corresponding Oracle CPQ transactions, and another for synchronizing Oracle CPQ transactions with corresponding Salesforce quotes.The integrations use the standard Oracle CPQ Adapter and the Salesforce Adapter.Appendix A Customer Relationship Management (CRM) Recipes A-113To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Subsequently, you can activate the integrations.When a transaction is created, updated (for example, a new line item is added), or canceled in Oracle CPQ, the Oracle CPQ Salesforce Transaction2Quote Sync integration is triggered and it creates, updates, or sets to denied status the corresponding Salesforce quote.Similarly, when a quote is created, updated (for example, the value of a quote line item is changed), or set to denied status in Salesforce, the Oracle Salesforce CPQ Quote2Transaction Sync integration is triggered and it creates, updates, or cancels the corresponding transaction in Oracle CPQ.
Life cycle marketing for campaigns like birthdays, newsletters, and special promotions for members with specific characteristics.In Oracle Responsys, you define the specific campaign, targeting criteria, and personalization rules, as well as the recurring schedule to run the campaign.System and Access Requirements Oracle Loyalty Cloud Oracle Responsys Marketing Platform Cloud Service Oracle Integration Install, Configure, and Run the Recipe For more information and steps to install, configure, and run recipes, see Get Started with Integration Accelerators and Recipes .Related Documentation Oracle Loyalty Cloud Integrating Loyalty with Oracle Responsys Marketing Platform Cloud Service Sync Data Between Oracle CPQ Transactions and Salesforce Quotes Use this recipe to synchronize data between Oracle Configure, Price, and Quote (Oracle CPQ) transactions and Salesforce quotes.Note: This recipe is available as Oracle CPQ Salesforce \| Synchronize Data in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe performs bidirectional synchronization of data between transactions in Oracle CPQ and quotes in Salesforce.The recipe contains two integration flows - one for synchronizing Salesforce quotes with corresponding Oracle CPQ transactions, and another for synchronizing Oracle CPQ transactions with corresponding Salesforce quotes.The integrations use the standard Oracle CPQ Adapter and the Salesforce Adapter.Appendix A Customer Relationship Management (CRM) Recipes A-113To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Subsequently, you can activate the integrations.When a transaction is created, updated (for example, a new line item is added), or canceled in Oracle CPQ, the Oracle CPQ Salesforce Transaction2Quote Sync integration is triggered and it creates, updates, or sets to denied status the corresponding Salesforce quote.Similarly, when a quote is created, updated (for example, the value of a quote line item is changed), or set to denied status in Salesforce, the Oracle Salesforce CPQ Quote2Transaction Sync integration is triggered and it creates, updates, or cancels the corresponding transaction in Oracle CPQ.System and Access Requirements Oracle Integration, Version 21.2.1.0.0 (210129.2200.39462) or higher Oracle CPQ, Version 4.15.0 64-bit Salesforce An account on Oracle CPQ with the Superuser role An account on Salesforce with the Administrator role Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Oracle CPQ and Salesforce instances in order to successfully connect to these external systems using Oracle Integration and synchronize data in both systems.
In Oracle Responsys, you define the specific campaign, targeting criteria, and personalization rules, as well as the recurring schedule to run the campaign.System and Access Requirements Oracle Loyalty Cloud Oracle Responsys Marketing Platform Cloud Service Oracle Integration Install, Configure, and Run the Recipe For more information and steps to install, configure, and run recipes, see Get Started with Integration Accelerators and Recipes .Related Documentation Oracle Loyalty Cloud Integrating Loyalty with Oracle Responsys Marketing Platform Cloud Service Sync Data Between Oracle CPQ Transactions and Salesforce Quotes Use this recipe to synchronize data between Oracle Configure, Price, and Quote (Oracle CPQ) transactions and Salesforce quotes.Note: This recipe is available as Oracle CPQ Salesforce \| Synchronize Data in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe performs bidirectional synchronization of data between transactions in Oracle CPQ and quotes in Salesforce.The recipe contains two integration flows - one for synchronizing Salesforce quotes with corresponding Oracle CPQ transactions, and another for synchronizing Oracle CPQ transactions with corresponding Salesforce quotes.The integrations use the standard Oracle CPQ Adapter and the Salesforce Adapter.Appendix A Customer Relationship Management (CRM) Recipes A-113To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Subsequently, you can activate the integrations.When a transaction is created, updated (for example, a new line item is added), or canceled in Oracle CPQ, the Oracle CPQ Salesforce Transaction2Quote Sync integration is triggered and it creates, updates, or sets to denied status the corresponding Salesforce quote.Similarly, when a quote is created, updated (for example, the value of a quote line item is changed), or set to denied status in Salesforce, the Oracle Salesforce CPQ Quote2Transaction Sync integration is triggered and it creates, updates, or cancels the corresponding transaction in Oracle CPQ.System and Access Requirements Oracle Integration, Version 21.2.1.0.0 (210129.2200.39462) or higher Oracle CPQ, Version 4.15.0 64-bit Salesforce An account on Oracle CPQ with the Superuser role An account on Salesforce with the Administrator role Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Oracle CPQ and Salesforce instances in order to successfully connect to these external systems using Oracle Integration and synchronize data in both systems.1.Configure Oracle CPQ 2.Configure Salesforce Configure Oracle CPQ To access an Oracle CPQ instance using Oracle Integration and ensure that data is synchronized, you must perform certain configuration tasks on your Oracle CPQ instance.
System and Access Requirements Oracle Loyalty Cloud Oracle Responsys Marketing Platform Cloud Service Oracle Integration Install, Configure, and Run the Recipe For more information and steps to install, configure, and run recipes, see Get Started with Integration Accelerators and Recipes .Related Documentation Oracle Loyalty Cloud Integrating Loyalty with Oracle Responsys Marketing Platform Cloud Service Sync Data Between Oracle CPQ Transactions and Salesforce Quotes Use this recipe to synchronize data between Oracle Configure, Price, and Quote (Oracle CPQ) transactions and Salesforce quotes.Note: This recipe is available as Oracle CPQ Salesforce \| Synchronize Data in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe performs bidirectional synchronization of data between transactions in Oracle CPQ and quotes in Salesforce.The recipe contains two integration flows - one for synchronizing Salesforce quotes with corresponding Oracle CPQ transactions, and another for synchronizing Oracle CPQ transactions with corresponding Salesforce quotes.The integrations use the standard Oracle CPQ Adapter and the Salesforce Adapter.Appendix A Customer Relationship Management (CRM) Recipes A-113To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Subsequently, you can activate the integrations.When a transaction is created, updated (for example, a new line item is added), or canceled in Oracle CPQ, the Oracle CPQ Salesforce Transaction2Quote Sync integration is triggered and it creates, updates, or sets to denied status the corresponding Salesforce quote.Similarly, when a quote is created, updated (for example, the value of a quote line item is changed), or set to denied status in Salesforce, the Oracle Salesforce CPQ Quote2Transaction Sync integration is triggered and it creates, updates, or cancels the corresponding transaction in Oracle CPQ.System and Access Requirements Oracle Integration, Version 21.2.1.0.0 (210129.2200.39462) or higher Oracle CPQ, Version 4.15.0 64-bit Salesforce An account on Oracle CPQ with the Superuser role An account on Salesforce with the Administrator role Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Oracle CPQ and Salesforce instances in order to successfully connect to these external systems using Oracle Integration and synchronize data in both systems.1.Configure Oracle CPQ 2.Configure Salesforce Configure Oracle CPQ To access an Oracle CPQ instance using Oracle Integration and ensure that data is synchronized, you must perform certain configuration tasks on your Oracle CPQ instance.Log in to your Oracle CPQ instance as an Administrator and complete the following tasks.
Related Documentation Oracle Loyalty Cloud Integrating Loyalty with Oracle Responsys Marketing Platform Cloud Service Sync Data Between Oracle CPQ Transactions and Salesforce Quotes Use this recipe to synchronize data between Oracle Configure, Price, and Quote (Oracle CPQ) transactions and Salesforce quotes.Note: This recipe is available as Oracle CPQ Salesforce \| Synchronize Data in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe performs bidirectional synchronization of data between transactions in Oracle CPQ and quotes in Salesforce.The recipe contains two integration flows - one for synchronizing Salesforce quotes with corresponding Oracle CPQ transactions, and another for synchronizing Oracle CPQ transactions with corresponding Salesforce quotes.The integrations use the standard Oracle CPQ Adapter and the Salesforce Adapter.Appendix A Customer Relationship Management (CRM) Recipes A-113To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Subsequently, you can activate the integrations.When a transaction is created, updated (for example, a new line item is added), or canceled in Oracle CPQ, the Oracle CPQ Salesforce Transaction2Quote Sync integration is triggered and it creates, updates, or sets to denied status the corresponding Salesforce quote.Similarly, when a quote is created, updated (for example, the value of a quote line item is changed), or set to denied status in Salesforce, the Oracle Salesforce CPQ Quote2Transaction Sync integration is triggered and it creates, updates, or cancels the corresponding transaction in Oracle CPQ.System and Access Requirements Oracle Integration, Version 21.2.1.0.0 (210129.2200.39462) or higher Oracle CPQ, Version 4.15.0 64-bit Salesforce An account on Oracle CPQ with the Superuser role An account on Salesforce with the Administrator role Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Oracle CPQ and Salesforce instances in order to successfully connect to these external systems using Oracle Integration and synchronize data in both systems.1.Configure Oracle CPQ 2.Configure Salesforce Configure Oracle CPQ To access an Oracle CPQ instance using Oracle Integration and ensure that data is synchronized, you must perform certain configuration tasks on your Oracle CPQ instance.Log in to your Oracle CPQ instance as an Administrator and complete the following tasks.1.Obtain the SOAP WSDL from the Oracle CPQ site.
Note: This recipe is available as Oracle CPQ Salesforce \| Synchronize Data in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe performs bidirectional synchronization of data between transactions in Oracle CPQ and quotes in Salesforce.The recipe contains two integration flows - one for synchronizing Salesforce quotes with corresponding Oracle CPQ transactions, and another for synchronizing Oracle CPQ transactions with corresponding Salesforce quotes.The integrations use the standard Oracle CPQ Adapter and the Salesforce Adapter.Appendix A Customer Relationship Management (CRM) Recipes A-113To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Subsequently, you can activate the integrations.When a transaction is created, updated (for example, a new line item is added), or canceled in Oracle CPQ, the Oracle CPQ Salesforce Transaction2Quote Sync integration is triggered and it creates, updates, or sets to denied status the corresponding Salesforce quote.Similarly, when a quote is created, updated (for example, the value of a quote line item is changed), or set to denied status in Salesforce, the Oracle Salesforce CPQ Quote2Transaction Sync integration is triggered and it creates, updates, or cancels the corresponding transaction in Oracle CPQ.System and Access Requirements Oracle Integration, Version 21.2.1.0.0 (210129.2200.39462) or higher Oracle CPQ, Version 4.15.0 64-bit Salesforce An account on Oracle CPQ with the Superuser role An account on Salesforce with the Administrator role Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Oracle CPQ and Salesforce instances in order to successfully connect to these external systems using Oracle Integration and synchronize data in both systems.1.Configure Oracle CPQ 2.Configure Salesforce Configure Oracle CPQ To access an Oracle CPQ instance using Oracle Integration and ensure that data is synchronized, you must perform certain configuration tasks on your Oracle CPQ instance.Log in to your Oracle CPQ instance as an Administrator and complete the following tasks.1.Obtain the SOAP WSDL from the Oracle CPQ site.Oracle Integration uses the Oracle CPQ transaction WSDL to understand the valid data and operations provided by Oracle CPQ.
Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe performs bidirectional synchronization of data between transactions in Oracle CPQ and quotes in Salesforce.The recipe contains two integration flows - one for synchronizing Salesforce quotes with corresponding Oracle CPQ transactions, and another for synchronizing Oracle CPQ transactions with corresponding Salesforce quotes.The integrations use the standard Oracle CPQ Adapter and the Salesforce Adapter.Appendix A Customer Relationship Management (CRM) Recipes A-113To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Subsequently, you can activate the integrations.When a transaction is created, updated (for example, a new line item is added), or canceled in Oracle CPQ, the Oracle CPQ Salesforce Transaction2Quote Sync integration is triggered and it creates, updates, or sets to denied status the corresponding Salesforce quote.Similarly, when a quote is created, updated (for example, the value of a quote line item is changed), or set to denied status in Salesforce, the Oracle Salesforce CPQ Quote2Transaction Sync integration is triggered and it creates, updates, or cancels the corresponding transaction in Oracle CPQ.System and Access Requirements Oracle Integration, Version 21.2.1.0.0 (210129.2200.39462) or higher Oracle CPQ, Version 4.15.0 64-bit Salesforce An account on Oracle CPQ with the Superuser role An account on Salesforce with the Administrator role Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Oracle CPQ and Salesforce instances in order to successfully connect to these external systems using Oracle Integration and synchronize data in both systems.1.Configure Oracle CPQ 2.Configure Salesforce Configure Oracle CPQ To access an Oracle CPQ instance using Oracle Integration and ensure that data is synchronized, you must perform certain configuration tasks on your Oracle CPQ instance.Log in to your Oracle CPQ instance as an Administrator and complete the following tasks.1.Obtain the SOAP WSDL from the Oracle CPQ site.Oracle Integration uses the Oracle CPQ transaction WSDL to understand the valid data and operations provided by Oracle CPQ.For details, see Prerequisites for Creating a Connection in Using the Oracle CPQ Adapter with Oracle Integration .
The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe performs bidirectional synchronization of data between transactions in Oracle CPQ and quotes in Salesforce.The recipe contains two integration flows - one for synchronizing Salesforce quotes with corresponding Oracle CPQ transactions, and another for synchronizing Oracle CPQ transactions with corresponding Salesforce quotes.The integrations use the standard Oracle CPQ Adapter and the Salesforce Adapter.Appendix A Customer Relationship Management (CRM) Recipes A-113To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Subsequently, you can activate the integrations.When a transaction is created, updated (for example, a new line item is added), or canceled in Oracle CPQ, the Oracle CPQ Salesforce Transaction2Quote Sync integration is triggered and it creates, updates, or sets to denied status the corresponding Salesforce quote.Similarly, when a quote is created, updated (for example, the value of a quote line item is changed), or set to denied status in Salesforce, the Oracle Salesforce CPQ Quote2Transaction Sync integration is triggered and it creates, updates, or cancels the corresponding transaction in Oracle CPQ.System and Access Requirements Oracle Integration, Version 21.2.1.0.0 (210129.2200.39462) or higher Oracle CPQ, Version 4.15.0 64-bit Salesforce An account on Oracle CPQ with the Superuser role An account on Salesforce with the Administrator role Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Oracle CPQ and Salesforce instances in order to successfully connect to these external systems using Oracle Integration and synchronize data in both systems.1.Configure Oracle CPQ 2.Configure Salesforce Configure Oracle CPQ To access an Oracle CPQ instance using Oracle Integration and ensure that data is synchronized, you must perform certain configuration tasks on your Oracle CPQ instance.Log in to your Oracle CPQ instance as an Administrator and complete the following tasks.1.Obtain the SOAP WSDL from the Oracle CPQ site.Oracle Integration uses the Oracle CPQ transaction WSDL to understand the valid data and operations provided by Oracle CPQ.For details, see Prerequisites for Creating a Connection in Using the Oracle CPQ Adapter with Oracle Integration .2.Obtain the REST catalog URL of Oracle CPQ.Appendix A Customer Relationship Management (CRM) Recipes A-114This URL is used to access the Oracle CPQ applications business resources for outbound connections.
No support is provided for this recipe.Overview This recipe performs bidirectional synchronization of data between transactions in Oracle CPQ and quotes in Salesforce.The recipe contains two integration flows - one for synchronizing Salesforce quotes with corresponding Oracle CPQ transactions, and another for synchronizing Oracle CPQ transactions with corresponding Salesforce quotes.The integrations use the standard Oracle CPQ Adapter and the Salesforce Adapter.Appendix A Customer Relationship Management (CRM) Recipes A-113To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Subsequently, you can activate the integrations.When a transaction is created, updated (for example, a new line item is added), or canceled in Oracle CPQ, the Oracle CPQ Salesforce Transaction2Quote Sync integration is triggered and it creates, updates, or sets to denied status the corresponding Salesforce quote.Similarly, when a quote is created, updated (for example, the value of a quote line item is changed), or set to denied status in Salesforce, the Oracle Salesforce CPQ Quote2Transaction Sync integration is triggered and it creates, updates, or cancels the corresponding transaction in Oracle CPQ.System and Access Requirements Oracle Integration, Version 21.2.1.0.0 (210129.2200.39462) or higher Oracle CPQ, Version 4.15.0 64-bit Salesforce An account on Oracle CPQ with the Superuser role An account on Salesforce with the Administrator role Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Oracle CPQ and Salesforce instances in order to successfully connect to these external systems using Oracle Integration and synchronize data in both systems.1.Configure Oracle CPQ 2.Configure Salesforce Configure Oracle CPQ To access an Oracle CPQ instance using Oracle Integration and ensure that data is synchronized, you must perform certain configuration tasks on your Oracle CPQ instance.Log in to your Oracle CPQ instance as an Administrator and complete the following tasks.1.Obtain the SOAP WSDL from the Oracle CPQ site.Oracle Integration uses the Oracle CPQ transaction WSDL to understand the valid data and operations provided by Oracle CPQ.For details, see Prerequisites for Creating a Connection in Using the Oracle CPQ Adapter with Oracle Integration .2.Obtain the REST catalog URL of Oracle CPQ.Appendix A Customer Relationship Management (CRM) Recipes A-114This URL is used to access the Oracle CPQ applications business resources for outbound connections.It is formatted as http(s)://site_URL/rest/v3/metadata- catalog where site_URL is the base URL of the Oracle CPQ site.
Overview This recipe performs bidirectional synchronization of data between transactions in Oracle CPQ and quotes in Salesforce.The recipe contains two integration flows - one for synchronizing Salesforce quotes with corresponding Oracle CPQ transactions, and another for synchronizing Oracle CPQ transactions with corresponding Salesforce quotes.The integrations use the standard Oracle CPQ Adapter and the Salesforce Adapter.Appendix A Customer Relationship Management (CRM) Recipes A-113To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Subsequently, you can activate the integrations.When a transaction is created, updated (for example, a new line item is added), or canceled in Oracle CPQ, the Oracle CPQ Salesforce Transaction2Quote Sync integration is triggered and it creates, updates, or sets to denied status the corresponding Salesforce quote.Similarly, when a quote is created, updated (for example, the value of a quote line item is changed), or set to denied status in Salesforce, the Oracle Salesforce CPQ Quote2Transaction Sync integration is triggered and it creates, updates, or cancels the corresponding transaction in Oracle CPQ.System and Access Requirements Oracle Integration, Version 21.2.1.0.0 (210129.2200.39462) or higher Oracle CPQ, Version 4.15.0 64-bit Salesforce An account on Oracle CPQ with the Superuser role An account on Salesforce with the Administrator role Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Oracle CPQ and Salesforce instances in order to successfully connect to these external systems using Oracle Integration and synchronize data in both systems.1.Configure Oracle CPQ 2.Configure Salesforce Configure Oracle CPQ To access an Oracle CPQ instance using Oracle Integration and ensure that data is synchronized, you must perform certain configuration tasks on your Oracle CPQ instance.Log in to your Oracle CPQ instance as an Administrator and complete the following tasks.1.Obtain the SOAP WSDL from the Oracle CPQ site.Oracle Integration uses the Oracle CPQ transaction WSDL to understand the valid data and operations provided by Oracle CPQ.For details, see Prerequisites for Creating a Connection in Using the Oracle CPQ Adapter with Oracle Integration .2.Obtain the REST catalog URL of Oracle CPQ.Appendix A Customer Relationship Management (CRM) Recipes A-114This URL is used to access the Oracle CPQ applications business resources for outbound connections.It is formatted as http(s)://site_URL/rest/v3/metadata- catalog where site_URL is the base URL of the Oracle CPQ site.For details, see Prerequisites for Creating a Connection in Using the Oracle CPQ Adapter with Oracle Integration .
The recipe contains two integration flows - one for synchronizing Salesforce quotes with corresponding Oracle CPQ transactions, and another for synchronizing Oracle CPQ transactions with corresponding Salesforce quotes.The integrations use the standard Oracle CPQ Adapter and the Salesforce Adapter.Appendix A Customer Relationship Management (CRM) Recipes A-113To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Subsequently, you can activate the integrations.When a transaction is created, updated (for example, a new line item is added), or canceled in Oracle CPQ, the Oracle CPQ Salesforce Transaction2Quote Sync integration is triggered and it creates, updates, or sets to denied status the corresponding Salesforce quote.Similarly, when a quote is created, updated (for example, the value of a quote line item is changed), or set to denied status in Salesforce, the Oracle Salesforce CPQ Quote2Transaction Sync integration is triggered and it creates, updates, or cancels the corresponding transaction in Oracle CPQ.System and Access Requirements Oracle Integration, Version 21.2.1.0.0 (210129.2200.39462) or higher Oracle CPQ, Version 4.15.0 64-bit Salesforce An account on Oracle CPQ with the Superuser role An account on Salesforce with the Administrator role Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Oracle CPQ and Salesforce instances in order to successfully connect to these external systems using Oracle Integration and synchronize data in both systems.1.Configure Oracle CPQ 2.Configure Salesforce Configure Oracle CPQ To access an Oracle CPQ instance using Oracle Integration and ensure that data is synchronized, you must perform certain configuration tasks on your Oracle CPQ instance.Log in to your Oracle CPQ instance as an Administrator and complete the following tasks.1.Obtain the SOAP WSDL from the Oracle CPQ site.Oracle Integration uses the Oracle CPQ transaction WSDL to understand the valid data and operations provided by Oracle CPQ.For details, see Prerequisites for Creating a Connection in Using the Oracle CPQ Adapter with Oracle Integration .2.Obtain the REST catalog URL of Oracle CPQ.Appendix A Customer Relationship Management (CRM) Recipes A-114This URL is used to access the Oracle CPQ applications business resources for outbound connections.It is formatted as http(s)://site_URL/rest/v3/metadata- catalog where site_URL is the base URL of the Oracle CPQ site.For details, see Prerequisites for Creating a Connection in Using the Oracle CPQ Adapter with Oracle Integration .3.Create a user account for Oracle Integration with the Web Services Only permissions.
The integrations use the standard Oracle CPQ Adapter and the Salesforce Adapter.Appendix A Customer Relationship Management (CRM) Recipes A-113To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Subsequently, you can activate the integrations.When a transaction is created, updated (for example, a new line item is added), or canceled in Oracle CPQ, the Oracle CPQ Salesforce Transaction2Quote Sync integration is triggered and it creates, updates, or sets to denied status the corresponding Salesforce quote.Similarly, when a quote is created, updated (for example, the value of a quote line item is changed), or set to denied status in Salesforce, the Oracle Salesforce CPQ Quote2Transaction Sync integration is triggered and it creates, updates, or cancels the corresponding transaction in Oracle CPQ.System and Access Requirements Oracle Integration, Version 21.2.1.0.0 (210129.2200.39462) or higher Oracle CPQ, Version 4.15.0 64-bit Salesforce An account on Oracle CPQ with the Superuser role An account on Salesforce with the Administrator role Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Oracle CPQ and Salesforce instances in order to successfully connect to these external systems using Oracle Integration and synchronize data in both systems.1.Configure Oracle CPQ 2.Configure Salesforce Configure Oracle CPQ To access an Oracle CPQ instance using Oracle Integration and ensure that data is synchronized, you must perform certain configuration tasks on your Oracle CPQ instance.Log in to your Oracle CPQ instance as an Administrator and complete the following tasks.1.Obtain the SOAP WSDL from the Oracle CPQ site.Oracle Integration uses the Oracle CPQ transaction WSDL to understand the valid data and operations provided by Oracle CPQ.For details, see Prerequisites for Creating a Connection in Using the Oracle CPQ Adapter with Oracle Integration .2.Obtain the REST catalog URL of Oracle CPQ.Appendix A Customer Relationship Management (CRM) Recipes A-114This URL is used to access the Oracle CPQ applications business resources for outbound connections.It is formatted as http(s)://site_URL/rest/v3/metadata- catalog where site_URL is the base URL of the Oracle CPQ site.For details, see Prerequisites for Creating a Connection in Using the Oracle CPQ Adapter with Oracle Integration .3.Create a user account for Oracle Integration with the Web Services Only permissions.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.
Subsequently, you can activate the integrations.When a transaction is created, updated (for example, a new line item is added), or canceled in Oracle CPQ, the Oracle CPQ Salesforce Transaction2Quote Sync integration is triggered and it creates, updates, or sets to denied status the corresponding Salesforce quote.Similarly, when a quote is created, updated (for example, the value of a quote line item is changed), or set to denied status in Salesforce, the Oracle Salesforce CPQ Quote2Transaction Sync integration is triggered and it creates, updates, or cancels the corresponding transaction in Oracle CPQ.System and Access Requirements Oracle Integration, Version 21.2.1.0.0 (210129.2200.39462) or higher Oracle CPQ, Version 4.15.0 64-bit Salesforce An account on Oracle CPQ with the Superuser role An account on Salesforce with the Administrator role Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Oracle CPQ and Salesforce instances in order to successfully connect to these external systems using Oracle Integration and synchronize data in both systems.1.Configure Oracle CPQ 2.Configure Salesforce Configure Oracle CPQ To access an Oracle CPQ instance using Oracle Integration and ensure that data is synchronized, you must perform certain configuration tasks on your Oracle CPQ instance.Log in to your Oracle CPQ instance as an Administrator and complete the following tasks.1.Obtain the SOAP WSDL from the Oracle CPQ site.Oracle Integration uses the Oracle CPQ transaction WSDL to understand the valid data and operations provided by Oracle CPQ.For details, see Prerequisites for Creating a Connection in Using the Oracle CPQ Adapter with Oracle Integration .2.Obtain the REST catalog URL of Oracle CPQ.Appendix A Customer Relationship Management (CRM) Recipes A-114This URL is used to access the Oracle CPQ applications business resources for outbound connections.It is formatted as http(s)://site_URL/rest/v3/metadata- catalog where site_URL is the base URL of the Oracle CPQ site.For details, see Prerequisites for Creating a Connection in Using the Oracle CPQ Adapter with Oracle Integration .3.Create a user account for Oracle Integration with the Web Services Only permissions.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Users and click Internal Users .
When a transaction is created, updated (for example, a new line item is added), or canceled in Oracle CPQ, the Oracle CPQ Salesforce Transaction2Quote Sync integration is triggered and it creates, updates, or sets to denied status the corresponding Salesforce quote.Similarly, when a quote is created, updated (for example, the value of a quote line item is changed), or set to denied status in Salesforce, the Oracle Salesforce CPQ Quote2Transaction Sync integration is triggered and it creates, updates, or cancels the corresponding transaction in Oracle CPQ.System and Access Requirements Oracle Integration, Version 21.2.1.0.0 (210129.2200.39462) or higher Oracle CPQ, Version 4.15.0 64-bit Salesforce An account on Oracle CPQ with the Superuser role An account on Salesforce with the Administrator role Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Oracle CPQ and Salesforce instances in order to successfully connect to these external systems using Oracle Integration and synchronize data in both systems.1.Configure Oracle CPQ 2.Configure Salesforce Configure Oracle CPQ To access an Oracle CPQ instance using Oracle Integration and ensure that data is synchronized, you must perform certain configuration tasks on your Oracle CPQ instance.Log in to your Oracle CPQ instance as an Administrator and complete the following tasks.1.Obtain the SOAP WSDL from the Oracle CPQ site.Oracle Integration uses the Oracle CPQ transaction WSDL to understand the valid data and operations provided by Oracle CPQ.For details, see Prerequisites for Creating a Connection in Using the Oracle CPQ Adapter with Oracle Integration .2.Obtain the REST catalog URL of Oracle CPQ.Appendix A Customer Relationship Management (CRM) Recipes A-114This URL is used to access the Oracle CPQ applications business resources for outbound connections.It is formatted as http(s)://site_URL/rest/v3/metadata- catalog where site_URL is the base URL of the Oracle CPQ site.For details, see Prerequisites for Creating a Connection in Using the Oracle CPQ Adapter with Oracle Integration .3.Create a user account for Oracle Integration with the Web Services Only permissions.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Users and click Internal Users .The User Administration List page appears.
Similarly, when a quote is created, updated (for example, the value of a quote line item is changed), or set to denied status in Salesforce, the Oracle Salesforce CPQ Quote2Transaction Sync integration is triggered and it creates, updates, or cancels the corresponding transaction in Oracle CPQ.System and Access Requirements Oracle Integration, Version 21.2.1.0.0 (210129.2200.39462) or higher Oracle CPQ, Version 4.15.0 64-bit Salesforce An account on Oracle CPQ with the Superuser role An account on Salesforce with the Administrator role Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Oracle CPQ and Salesforce instances in order to successfully connect to these external systems using Oracle Integration and synchronize data in both systems.1.Configure Oracle CPQ 2.Configure Salesforce Configure Oracle CPQ To access an Oracle CPQ instance using Oracle Integration and ensure that data is synchronized, you must perform certain configuration tasks on your Oracle CPQ instance.Log in to your Oracle CPQ instance as an Administrator and complete the following tasks.1.Obtain the SOAP WSDL from the Oracle CPQ site.Oracle Integration uses the Oracle CPQ transaction WSDL to understand the valid data and operations provided by Oracle CPQ.For details, see Prerequisites for Creating a Connection in Using the Oracle CPQ Adapter with Oracle Integration .2.Obtain the REST catalog URL of Oracle CPQ.Appendix A Customer Relationship Management (CRM) Recipes A-114This URL is used to access the Oracle CPQ applications business resources for outbound connections.It is formatted as http(s)://site_URL/rest/v3/metadata- catalog where site_URL is the base URL of the Oracle CPQ site.For details, see Prerequisites for Creating a Connection in Using the Oracle CPQ Adapter with Oracle Integration .3.Create a user account for Oracle Integration with the Web Services Only permissions.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Users and click Internal Users .The User Administration List page appears.c.Add the user from the User Administration List page.
System and Access Requirements Oracle Integration, Version 21.2.1.0.0 (210129.2200.39462) or higher Oracle CPQ, Version 4.15.0 64-bit Salesforce An account on Oracle CPQ with the Superuser role An account on Salesforce with the Administrator role Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Oracle CPQ and Salesforce instances in order to successfully connect to these external systems using Oracle Integration and synchronize data in both systems.1.Configure Oracle CPQ 2.Configure Salesforce Configure Oracle CPQ To access an Oracle CPQ instance using Oracle Integration and ensure that data is synchronized, you must perform certain configuration tasks on your Oracle CPQ instance.Log in to your Oracle CPQ instance as an Administrator and complete the following tasks.1.Obtain the SOAP WSDL from the Oracle CPQ site.Oracle Integration uses the Oracle CPQ transaction WSDL to understand the valid data and operations provided by Oracle CPQ.For details, see Prerequisites for Creating a Connection in Using the Oracle CPQ Adapter with Oracle Integration .2.Obtain the REST catalog URL of Oracle CPQ.Appendix A Customer Relationship Management (CRM) Recipes A-114This URL is used to access the Oracle CPQ applications business resources for outbound connections.It is formatted as http(s)://site_URL/rest/v3/metadata- catalog where site_URL is the base URL of the Oracle CPQ site.For details, see Prerequisites for Creating a Connection in Using the Oracle CPQ Adapter with Oracle Integration .3.Create a user account for Oracle Integration with the Web Services Only permissions.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Users and click Internal Users .The User Administration List page appears.c.Add the user from the User Administration List page.For detail information, see Setting Up Users in the Oracle CPQ online help.
1.Configure Oracle CPQ 2.Configure Salesforce Configure Oracle CPQ To access an Oracle CPQ instance using Oracle Integration and ensure that data is synchronized, you must perform certain configuration tasks on your Oracle CPQ instance.Log in to your Oracle CPQ instance as an Administrator and complete the following tasks.1.Obtain the SOAP WSDL from the Oracle CPQ site.Oracle Integration uses the Oracle CPQ transaction WSDL to understand the valid data and operations provided by Oracle CPQ.For details, see Prerequisites for Creating a Connection in Using the Oracle CPQ Adapter with Oracle Integration .2.Obtain the REST catalog URL of Oracle CPQ.Appendix A Customer Relationship Management (CRM) Recipes A-114This URL is used to access the Oracle CPQ applications business resources for outbound connections.It is formatted as http(s)://site_URL/rest/v3/metadata- catalog where site_URL is the base URL of the Oracle CPQ site.For details, see Prerequisites for Creating a Connection in Using the Oracle CPQ Adapter with Oracle Integration .3.Create a user account for Oracle Integration with the Web Services Only permissions.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Users and click Internal Users .The User Administration List page appears.c.Add the user from the User Administration List page.For detail information, see Setting Up Users in the Oracle CPQ online help.4.Create a connection from Oracle CPQ to Oracle Integration by creating an integration.
Log in to your Oracle CPQ instance as an Administrator and complete the following tasks.1.Obtain the SOAP WSDL from the Oracle CPQ site.Oracle Integration uses the Oracle CPQ transaction WSDL to understand the valid data and operations provided by Oracle CPQ.For details, see Prerequisites for Creating a Connection in Using the Oracle CPQ Adapter with Oracle Integration .2.Obtain the REST catalog URL of Oracle CPQ.Appendix A Customer Relationship Management (CRM) Recipes A-114This URL is used to access the Oracle CPQ applications business resources for outbound connections.It is formatted as http(s)://site_URL/rest/v3/metadata- catalog where site_URL is the base URL of the Oracle CPQ site.For details, see Prerequisites for Creating a Connection in Using the Oracle CPQ Adapter with Oracle Integration .3.Create a user account for Oracle Integration with the Web Services Only permissions.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Users and click Internal Users .The User Administration List page appears.c.Add the user from the User Administration List page.For detail information, see Setting Up Users in the Oracle CPQ online help.4.Create a connection from Oracle CPQ to Oracle Integration by creating an integration.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.
1.Obtain the SOAP WSDL from the Oracle CPQ site.Oracle Integration uses the Oracle CPQ transaction WSDL to understand the valid data and operations provided by Oracle CPQ.For details, see Prerequisites for Creating a Connection in Using the Oracle CPQ Adapter with Oracle Integration .2.Obtain the REST catalog URL of Oracle CPQ.Appendix A Customer Relationship Management (CRM) Recipes A-114This URL is used to access the Oracle CPQ applications business resources for outbound connections.It is formatted as http(s)://site_URL/rest/v3/metadata- catalog where site_URL is the base URL of the Oracle CPQ site.For details, see Prerequisites for Creating a Connection in Using the Oracle CPQ Adapter with Oracle Integration .3.Create a user account for Oracle Integration with the Web Services Only permissions.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Users and click Internal Users .The User Administration List page appears.c.Add the user from the User Administration List page.For detail information, see Setting Up Users in the Oracle CPQ online help.4.Create a connection from Oracle CPQ to Oracle Integration by creating an integration.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Integration Platform and click Integration Center .
Oracle Integration uses the Oracle CPQ transaction WSDL to understand the valid data and operations provided by Oracle CPQ.For details, see Prerequisites for Creating a Connection in Using the Oracle CPQ Adapter with Oracle Integration .2.Obtain the REST catalog URL of Oracle CPQ.Appendix A Customer Relationship Management (CRM) Recipes A-114This URL is used to access the Oracle CPQ applications business resources for outbound connections.It is formatted as http(s)://site_URL/rest/v3/metadata- catalog where site_URL is the base URL of the Oracle CPQ site.For details, see Prerequisites for Creating a Connection in Using the Oracle CPQ Adapter with Oracle Integration .3.Create a user account for Oracle Integration with the Web Services Only permissions.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Users and click Internal Users .The User Administration List page appears.c.Add the user from the User Administration List page.For detail information, see Setting Up Users in the Oracle CPQ online help.4.Create a connection from Oracle CPQ to Oracle Integration by creating an integration.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Integration Platform and click Integration Center .c.On the Integration Center page, click Create Integration .
For details, see Prerequisites for Creating a Connection in Using the Oracle CPQ Adapter with Oracle Integration .2.Obtain the REST catalog URL of Oracle CPQ.Appendix A Customer Relationship Management (CRM) Recipes A-114This URL is used to access the Oracle CPQ applications business resources for outbound connections.It is formatted as http(s)://site_URL/rest/v3/metadata- catalog where site_URL is the base URL of the Oracle CPQ site.For details, see Prerequisites for Creating a Connection in Using the Oracle CPQ Adapter with Oracle Integration .3.Create a user account for Oracle Integration with the Web Services Only permissions.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Users and click Internal Users .The User Administration List page appears.c.Add the user from the User Administration List page.For detail information, see Setting Up Users in the Oracle CPQ online help.4.Create a connection from Oracle CPQ to Oracle Integration by creating an integration.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Integration Platform and click Integration Center .c.On the Integration Center page, click Create Integration .d.From the Type drop-down list, select Integration Cloud Service .
2.Obtain the REST catalog URL of Oracle CPQ.Appendix A Customer Relationship Management (CRM) Recipes A-114This URL is used to access the Oracle CPQ applications business resources for outbound connections.It is formatted as http(s)://site_URL/rest/v3/metadata- catalog where site_URL is the base URL of the Oracle CPQ site.For details, see Prerequisites for Creating a Connection in Using the Oracle CPQ Adapter with Oracle Integration .3.Create a user account for Oracle Integration with the Web Services Only permissions.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Users and click Internal Users .The User Administration List page appears.c.Add the user from the User Administration List page.For detail information, see Setting Up Users in the Oracle CPQ online help.4.Create a connection from Oracle CPQ to Oracle Integration by creating an integration.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Integration Platform and click Integration Center .c.On the Integration Center page, click Create Integration .d.From the Type drop-down list, select Integration Cloud Service .e.In the resulting page enter the following details, and click Test to verify if your connection works.
It is formatted as http(s)://site_URL/rest/v3/metadata- catalog where site_URL is the base URL of the Oracle CPQ site.For details, see Prerequisites for Creating a Connection in Using the Oracle CPQ Adapter with Oracle Integration .3.Create a user account for Oracle Integration with the Web Services Only permissions.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Users and click Internal Users .The User Administration List page appears.c.Add the user from the User Administration List page.For detail information, see Setting Up Users in the Oracle CPQ online help.4.Create a connection from Oracle CPQ to Oracle Integration by creating an integration.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Integration Platform and click Integration Center .c.On the Integration Center page, click Create Integration .d.From the Type drop-down list, select Integration Cloud Service .e.In the resulting page enter the following details, and click Test to verify if your connection works.Field Information to enter Name Enter a suitable name.
For details, see Prerequisites for Creating a Connection in Using the Oracle CPQ Adapter with Oracle Integration .3.Create a user account for Oracle Integration with the Web Services Only permissions.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Users and click Internal Users .The User Administration List page appears.c.Add the user from the User Administration List page.For detail information, see Setting Up Users in the Oracle CPQ online help.4.Create a connection from Oracle CPQ to Oracle Integration by creating an integration.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Integration Platform and click Integration Center .c.On the Integration Center page, click Create Integration .d.From the Type drop-down list, select Integration Cloud Service .e.In the resulting page enter the following details, and click Test to verify if your connection works.Field Information to enter Name Enter a suitable name.Variable Name This field is automatically populated.
3.Create a user account for Oracle Integration with the Web Services Only permissions.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Users and click Internal Users .The User Administration List page appears.c.Add the user from the User Administration List page.For detail information, see Setting Up Users in the Oracle CPQ online help.4.Create a connection from Oracle CPQ to Oracle Integration by creating an integration.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Integration Platform and click Integration Center .c.On the Integration Center page, click Create Integration .d.From the Type drop-down list, select Integration Cloud Service .e.In the resulting page enter the following details, and click Test to verify if your connection works.Field Information to enter Name Enter a suitable name.Variable Name This field is automatically populated.Variable names can only contain alpha- numeric characters and underscores.
a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Users and click Internal Users .The User Administration List page appears.c.Add the user from the User Administration List page.For detail information, see Setting Up Users in the Oracle CPQ online help.4.Create a connection from Oracle CPQ to Oracle Integration by creating an integration.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Integration Platform and click Integration Center .c.On the Integration Center page, click Create Integration .d.From the Type drop-down list, select Integration Cloud Service .e.In the resulting page enter the following details, and click Test to verify if your connection works.Field Information to enter Name Enter a suitable name.Variable Name This field is automatically populated.Variable names can only contain alpha- numeric characters and underscores.The entry can be changed before saving, but after saving the value is read-only.
b.In the Admin navigation pane, expand Users and click Internal Users .The User Administration List page appears.c.Add the user from the User Administration List page.For detail information, see Setting Up Users in the Oracle CPQ online help.4.Create a connection from Oracle CPQ to Oracle Integration by creating an integration.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Integration Platform and click Integration Center .c.On the Integration Center page, click Create Integration .d.From the Type drop-down list, select Integration Cloud Service .e.In the resulting page enter the following details, and click Test to verify if your connection works.Field Information to enter Name Enter a suitable name.Variable Name This field is automatically populated.Variable names can only contain alpha- numeric characters and underscores.The entry can be changed before saving, but after saving the value is read-only.Discovery URL Enter the Oracle Integration instance URL.
The User Administration List page appears.c.Add the user from the User Administration List page.For detail information, see Setting Up Users in the Oracle CPQ online help.4.Create a connection from Oracle CPQ to Oracle Integration by creating an integration.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Integration Platform and click Integration Center .c.On the Integration Center page, click Create Integration .d.From the Type drop-down list, select Integration Cloud Service .e.In the resulting page enter the following details, and click Test to verify if your connection works.Field Information to enter Name Enter a suitable name.Variable Name This field is automatically populated.Variable names can only contain alpha- numeric characters and underscores.The entry can be changed before saving, but after saving the value is read-only.Discovery URL Enter the Oracle Integration instance URL.Username Enter the username to access your Oracle Integration instance.
c.Add the user from the User Administration List page.For detail information, see Setting Up Users in the Oracle CPQ online help.4.Create a connection from Oracle CPQ to Oracle Integration by creating an integration.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Integration Platform and click Integration Center .c.On the Integration Center page, click Create Integration .d.From the Type drop-down list, select Integration Cloud Service .e.In the resulting page enter the following details, and click Test to verify if your connection works.Field Information to enter Name Enter a suitable name.Variable Name This field is automatically populated.Variable names can only contain alpha- numeric characters and underscores.The entry can be changed before saving, but after saving the value is read-only.Discovery URL Enter the Oracle Integration instance URL.Username Enter the username to access your Oracle Integration instance.Password Enter the password to access your Oracle Integration instance.
For detail information, see Setting Up Users in the Oracle CPQ online help.4.Create a connection from Oracle CPQ to Oracle Integration by creating an integration.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Integration Platform and click Integration Center .c.On the Integration Center page, click Create Integration .d.From the Type drop-down list, select Integration Cloud Service .e.In the resulting page enter the following details, and click Test to verify if your connection works.Field Information to enter Name Enter a suitable name.Variable Name This field is automatically populated.Variable names can only contain alpha- numeric characters and underscores.The entry can be changed before saving, but after saving the value is read-only.Discovery URL Enter the Oracle Integration instance URL.Username Enter the username to access your Oracle Integration instance.Password Enter the password to access your Oracle Integration instance.f.Select Enable Integration , and then click Save .
4.Create a connection from Oracle CPQ to Oracle Integration by creating an integration.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Integration Platform and click Integration Center .c.On the Integration Center page, click Create Integration .d.From the Type drop-down list, select Integration Cloud Service .e.In the resulting page enter the following details, and click Test to verify if your connection works.Field Information to enter Name Enter a suitable name.Variable Name This field is automatically populated.Variable names can only contain alpha- numeric characters and underscores.The entry can be changed before saving, but after saving the value is read-only.Discovery URL Enter the Oracle Integration instance URL.Username Enter the username to access your Oracle Integration instance.Password Enter the password to access your Oracle Integration instance.f.Select Enable Integration , and then click Save .5.Link the integration that you created to an existing process.
a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Integration Platform and click Integration Center .c.On the Integration Center page, click Create Integration .d.From the Type drop-down list, select Integration Cloud Service .e.In the resulting page enter the following details, and click Test to verify if your connection works.Field Information to enter Name Enter a suitable name.Variable Name This field is automatically populated.Variable names can only contain alpha- numeric characters and underscores.The entry can be changed before saving, but after saving the value is read-only.Discovery URL Enter the Oracle Integration instance URL.Username Enter the username to access your Oracle Integration instance.Password Enter the password to access your Oracle Integration instance.f.Select Enable Integration , and then click Save .5.Link the integration that you created to an existing process.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.
b.In the Admin navigation pane, expand Integration Platform and click Integration Center .c.On the Integration Center page, click Create Integration .d.From the Type drop-down list, select Integration Cloud Service .e.In the resulting page enter the following details, and click Test to verify if your connection works.Field Information to enter Name Enter a suitable name.Variable Name This field is automatically populated.Variable names can only contain alpha- numeric characters and underscores.The entry can be changed before saving, but after saving the value is read-only.Discovery URL Enter the Oracle Integration instance URL.Username Enter the username to access your Oracle Integration instance.Password Enter the password to access your Oracle Integration instance.f.Select Enable Integration , and then click Save .5.Link the integration that you created to an existing process.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Commerce and Documents and click Process Definition .
c.On the Integration Center page, click Create Integration .d.From the Type drop-down list, select Integration Cloud Service .e.In the resulting page enter the following details, and click Test to verify if your connection works.Field Information to enter Name Enter a suitable name.Variable Name This field is automatically populated.Variable names can only contain alpha- numeric characters and underscores.The entry can be changed before saving, but after saving the value is read-only.Discovery URL Enter the Oracle Integration instance URL.Username Enter the username to access your Oracle Integration instance.Password Enter the password to access your Oracle Integration instance.f.Select Enable Integration , and then click Save .5.Link the integration that you created to an existing process.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Commerce and Documents and click Process Definition .c.On the Processes page, select the process to which you want to link the integration.
d.From the Type drop-down list, select Integration Cloud Service .e.In the resulting page enter the following details, and click Test to verify if your connection works.Field Information to enter Name Enter a suitable name.Variable Name This field is automatically populated.Variable names can only contain alpha- numeric characters and underscores.The entry can be changed before saving, but after saving the value is read-only.Discovery URL Enter the Oracle Integration instance URL.Username Enter the username to access your Oracle Integration instance.Password Enter the password to access your Oracle Integration instance.f.Select Enable Integration , and then click Save .5.Link the integration that you created to an existing process.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Commerce and Documents and click Process Definition .c.On the Processes page, select the process to which you want to link the integration.Select Integrations from the Navigation drop-down list, and click List.
e.In the resulting page enter the following details, and click Test to verify if your connection works.Field Information to enter Name Enter a suitable name.Variable Name This field is automatically populated.Variable names can only contain alpha- numeric characters and underscores.The entry can be changed before saving, but after saving the value is read-only.Discovery URL Enter the Oracle Integration instance URL.Username Enter the username to access your Oracle Integration instance.Password Enter the password to access your Oracle Integration instance.f.Select Enable Integration , and then click Save .5.Link the integration that you created to an existing process.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Commerce and Documents and click Process Definition .c.On the Processes page, select the process to which you want to link the integration.Select Integrations from the Navigation drop-down list, and click List.d.On the resulting Integrations page, click Add.
Field Information to enter Name Enter a suitable name.Variable Name This field is automatically populated.Variable names can only contain alpha- numeric characters and underscores.The entry can be changed before saving, but after saving the value is read-only.Discovery URL Enter the Oracle Integration instance URL.Username Enter the username to access your Oracle Integration instance.Password Enter the password to access your Oracle Integration instance.f.Select Enable Integration , and then click Save .5.Link the integration that you created to an existing process.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Commerce and Documents and click Process Definition .c.On the Processes page, select the process to which you want to link the integration.Select Integrations from the Navigation drop-down list, and click List.d.On the resulting Integrations page, click Add.e.On the Select Integration Types page, select Integration Cloud Service and click Next .
Variable Name This field is automatically populated.Variable names can only contain alpha- numeric characters and underscores.The entry can be changed before saving, but after saving the value is read-only.Discovery URL Enter the Oracle Integration instance URL.Username Enter the username to access your Oracle Integration instance.Password Enter the password to access your Oracle Integration instance.f.Select Enable Integration , and then click Save .5.Link the integration that you created to an existing process.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Commerce and Documents and click Process Definition .c.On the Processes page, select the process to which you want to link the integration.Select Integrations from the Navigation drop-down list, and click List.d.On the resulting Integrations page, click Add.e.On the Select Integration Types page, select Integration Cloud Service and click Next .f.On the Edit Integration page, enter the following details and click Add:Appendix A Customer Relationship Management (CRM) Recipes A-115Field Information to Enter Name Enter the name of the integration cloud service.
Variable names can only contain alpha- numeric characters and underscores.The entry can be changed before saving, but after saving the value is read-only.Discovery URL Enter the Oracle Integration instance URL.Username Enter the username to access your Oracle Integration instance.Password Enter the password to access your Oracle Integration instance.f.Select Enable Integration , and then click Save .5.Link the integration that you created to an existing process.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Commerce and Documents and click Process Definition .c.On the Processes page, select the process to which you want to link the integration.Select Integrations from the Navigation drop-down list, and click List.d.On the resulting Integrations page, click Add.e.On the Select Integration Types page, select Integration Cloud Service and click Next .f.On the Edit Integration page, enter the following details and click Add:Appendix A Customer Relationship Management (CRM) Recipes A-115Field Information to Enter Name Enter the name of the integration cloud service.For example, Salesforce Quote Update .
The entry can be changed before saving, but after saving the value is read-only.Discovery URL Enter the Oracle Integration instance URL.Username Enter the username to access your Oracle Integration instance.Password Enter the password to access your Oracle Integration instance.f.Select Enable Integration , and then click Save .5.Link the integration that you created to an existing process.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Commerce and Documents and click Process Definition .c.On the Processes page, select the process to which you want to link the integration.Select Integrations from the Navigation drop-down list, and click List.d.On the resulting Integrations page, click Add.e.On the Select Integration Types page, select Integration Cloud Service and click Next .f.On the Edit Integration page, enter the following details and click Add:Appendix A Customer Relationship Management (CRM) Recipes A-115Field Information to Enter Name Enter the name of the integration cloud service.For example, Salesforce Quote Update .Variable Name Enter a variable name.
Discovery URL Enter the Oracle Integration instance URL.Username Enter the username to access your Oracle Integration instance.Password Enter the password to access your Oracle Integration instance.f.Select Enable Integration , and then click Save .5.Link the integration that you created to an existing process.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Commerce and Documents and click Process Definition .c.On the Processes page, select the process to which you want to link the integration.Select Integrations from the Navigation drop-down list, and click List.d.On the resulting Integrations page, click Add.e.On the Select Integration Types page, select Integration Cloud Service and click Next .f.On the Edit Integration page, enter the following details and click Add:Appendix A Customer Relationship Management (CRM) Recipes A-115Field Information to Enter Name Enter the name of the integration cloud service.For example, Salesforce Quote Update .Variable Name Enter a variable name.For example, salesforceQuoteUpdate Timeout Enter the timeout in milliseconds.
Username Enter the username to access your Oracle Integration instance.Password Enter the password to access your Oracle Integration instance.f.Select Enable Integration , and then click Save .5.Link the integration that you created to an existing process.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Commerce and Documents and click Process Definition .c.On the Processes page, select the process to which you want to link the integration.Select Integrations from the Navigation drop-down list, and click List.d.On the resulting Integrations page, click Add.e.On the Select Integration Types page, select Integration Cloud Service and click Next .f.On the Edit Integration page, enter the following details and click Add:Appendix A Customer Relationship Management (CRM) Recipes A-115Field Information to Enter Name Enter the name of the integration cloud service.For example, Salesforce Quote Update .Variable Name Enter a variable name.For example, salesforceQuoteUpdate Timeout Enter the timeout in milliseconds.For example, 30000.
Password Enter the password to access your Oracle Integration instance.f.Select Enable Integration , and then click Save .5.Link the integration that you created to an existing process.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Commerce and Documents and click Process Definition .c.On the Processes page, select the process to which you want to link the integration.Select Integrations from the Navigation drop-down list, and click List.d.On the resulting Integrations page, click Add.e.On the Select Integration Types page, select Integration Cloud Service and click Next .f.On the Edit Integration page, enter the following details and click Add:Appendix A Customer Relationship Management (CRM) Recipes A-115Field Information to Enter Name Enter the name of the integration cloud service.For example, Salesforce Quote Update .Variable Name Enter a variable name.For example, salesforceQuoteUpdate Timeout Enter the timeout in milliseconds.For example, 30000.Description If required, enter a suitable description.
f.Select Enable Integration , and then click Save .5.Link the integration that you created to an existing process.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Commerce and Documents and click Process Definition .c.On the Processes page, select the process to which you want to link the integration.Select Integrations from the Navigation drop-down list, and click List.d.On the resulting Integrations page, click Add.e.On the Select Integration Types page, select Integration Cloud Service and click Next .f.On the Edit Integration page, enter the following details and click Add:Appendix A Customer Relationship Management (CRM) Recipes A-115Field Information to Enter Name Enter the name of the integration cloud service.For example, Salesforce Quote Update .Variable Name Enter a variable name.For example, salesforceQuoteUpdate Timeout Enter the timeout in milliseconds.For example, 30000.Description If required, enter a suitable description.Action Select the Export option.
5.Link the integration that you created to an existing process.a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Commerce and Documents and click Process Definition .c.On the Processes page, select the process to which you want to link the integration.Select Integrations from the Navigation drop-down list, and click List.d.On the resulting Integrations page, click Add.e.On the Select Integration Types page, select Integration Cloud Service and click Next .f.On the Edit Integration page, enter the following details and click Add:Appendix A Customer Relationship Management (CRM) Recipes A-115Field Information to Enter Name Enter the name of the integration cloud service.For example, Salesforce Quote Update .Variable Name Enter a variable name.For example, salesforceQuoteUpdate Timeout Enter the timeout in milliseconds.For example, 30000.Description If required, enter a suitable description.Action Select the Export option.Services Select the service.
a.On the Oracle CPQ home page, click Admin Drawer on the top left of the title bar.b.In the Admin navigation pane, expand Commerce and Documents and click Process Definition .c.On the Processes page, select the process to which you want to link the integration.Select Integrations from the Navigation drop-down list, and click List.d.On the resulting Integrations page, click Add.e.On the Select Integration Types page, select Integration Cloud Service and click Next .f.On the Edit Integration page, enter the following details and click Add:Appendix A Customer Relationship Management (CRM) Recipes A-115Field Information to Enter Name Enter the name of the integration cloud service.For example, Salesforce Quote Update .Variable Name Enter a variable name.For example, salesforceQuoteUpdate Timeout Enter the timeout in milliseconds.For example, 30000.Description If required, enter a suitable description.Action Select the Export option.Services Select the service.For example, Oracle CPQ Salesforce Transaction2Quote Sync .
b.In the Admin navigation pane, expand Commerce and Documents and click Process Definition .c.On the Processes page, select the process to which you want to link the integration.Select Integrations from the Navigation drop-down list, and click List.d.On the resulting Integrations page, click Add.e.On the Select Integration Types page, select Integration Cloud Service and click Next .f.On the Edit Integration page, enter the following details and click Add:Appendix A Customer Relationship Management (CRM) Recipes A-115Field Information to Enter Name Enter the name of the integration cloud service.For example, Salesforce Quote Update .Variable Name Enter a variable name.For example, salesforceQuoteUpdate Timeout Enter the timeout in milliseconds.For example, 30000.Description If required, enter a suitable description.Action Select the Export option.Services Select the service.For example, Oracle CPQ Salesforce Transaction2Quote Sync .6.Specify the action that triggers the integration.
c.On the Processes page, select the process to which you want to link the integration.Select Integrations from the Navigation drop-down list, and click List.d.On the resulting Integrations page, click Add.e.On the Select Integration Types page, select Integration Cloud Service and click Next .f.On the Edit Integration page, enter the following details and click Add:Appendix A Customer Relationship Management (CRM) Recipes A-115Field Information to Enter Name Enter the name of the integration cloud service.For example, Salesforce Quote Update .Variable Name Enter a variable name.For example, salesforceQuoteUpdate Timeout Enter the timeout in milliseconds.For example, 30000.Description If required, enter a suitable description.Action Select the Export option.Services Select the service.For example, Oracle CPQ Salesforce Transaction2Quote Sync .6.Specify the action that triggers the integration.a.On the Processes page, select the process linked to the integration.
Select Integrations from the Navigation drop-down list, and click List.d.On the resulting Integrations page, click Add.e.On the Select Integration Types page, select Integration Cloud Service and click Next .f.On the Edit Integration page, enter the following details and click Add:Appendix A Customer Relationship Management (CRM) Recipes A-115Field Information to Enter Name Enter the name of the integration cloud service.For example, Salesforce Quote Update .Variable Name Enter a variable name.For example, salesforceQuoteUpdate Timeout Enter the timeout in milliseconds.For example, 30000.Description If required, enter a suitable description.Action Select the Export option.Services Select the service.For example, Oracle CPQ Salesforce Transaction2Quote Sync .6.Specify the action that triggers the integration.a.On the Processes page, select the process linked to the integration.Select Documents from the Navigation drop-down list, and click List.
d.On the resulting Integrations page, click Add.e.On the Select Integration Types page, select Integration Cloud Service and click Next .f.On the Edit Integration page, enter the following details and click Add:Appendix A Customer Relationship Management (CRM) Recipes A-115Field Information to Enter Name Enter the name of the integration cloud service.For example, Salesforce Quote Update .Variable Name Enter a variable name.For example, salesforceQuoteUpdate Timeout Enter the timeout in milliseconds.For example, 30000.Description If required, enter a suitable description.Action Select the Export option.Services Select the service.For example, Oracle CPQ Salesforce Transaction2Quote Sync .6.Specify the action that triggers the integration.a.On the Processes page, select the process linked to the integration.Select Documents from the Navigation drop-down list, and click List.b.In the Transaction row of the Document List page, select Actions from the Navigation drop-down list, and click List.
e.On the Select Integration Types page, select Integration Cloud Service and click Next .f.On the Edit Integration page, enter the following details and click Add:Appendix A Customer Relationship Management (CRM) Recipes A-115Field Information to Enter Name Enter the name of the integration cloud service.For example, Salesforce Quote Update .Variable Name Enter a variable name.For example, salesforceQuoteUpdate Timeout Enter the timeout in milliseconds.For example, 30000.Description If required, enter a suitable description.Action Select the Export option.Services Select the service.For example, Oracle CPQ Salesforce Transaction2Quote Sync .6.Specify the action that triggers the integration.a.On the Processes page, select the process linked to the integration.Select Documents from the Navigation drop-down list, and click List.b.In the Transaction row of the Document List page, select Actions from the Navigation drop-down list, and click List.c.On the Action List page, click the Copy Of Save link.
f.On the Edit Integration page, enter the following details and click Add:Appendix A Customer Relationship Management (CRM) Recipes A-115Field Information to Enter Name Enter the name of the integration cloud service.For example, Salesforce Quote Update .Variable Name Enter a variable name.For example, salesforceQuoteUpdate Timeout Enter the timeout in milliseconds.For example, 30000.Description If required, enter a suitable description.Action Select the Export option.Services Select the service.For example, Oracle CPQ Salesforce Transaction2Quote Sync .6.Specify the action that triggers the integration.a.On the Processes page, select the process linked to the integration.Select Documents from the Navigation drop-down list, and click List.b.In the Transaction row of the Document List page, select Actions from the Navigation drop-down list, and click List.c.On the Action List page, click the Copy Of Save link.d.On the Admin Action page, click the Integration tab.
For example, Salesforce Quote Update .Variable Name Enter a variable name.For example, salesforceQuoteUpdate Timeout Enter the timeout in milliseconds.For example, 30000.Description If required, enter a suitable description.Action Select the Export option.Services Select the service.For example, Oracle CPQ Salesforce Transaction2Quote Sync .6.Specify the action that triggers the integration.a.On the Processes page, select the process linked to the integration.Select Documents from the Navigation drop-down list, and click List.b.In the Transaction row of the Document List page, select Actions from the Navigation drop-down list, and click List.c.On the Action List page, click the Copy Of Save link.d.On the Admin Action page, click the Integration tab.e.From the Integration List box, select the integration created in Step a and click the > arrow to add it to the Selected Integration box.
Variable Name Enter a variable name.For example, salesforceQuoteUpdate Timeout Enter the timeout in milliseconds.For example, 30000.Description If required, enter a suitable description.Action Select the Export option.Services Select the service.For example, Oracle CPQ Salesforce Transaction2Quote Sync .6.Specify the action that triggers the integration.a.On the Processes page, select the process linked to the integration.Select Documents from the Navigation drop-down list, and click List.b.In the Transaction row of the Document List page, select Actions from the Navigation drop-down list, and click List.c.On the Action List page, click the Copy Of Save link.d.On the Admin Action page, click the Integration tab.e.From the Integration List box, select the integration created in Step a and click the > arrow to add it to the Selected Integration box.f.Click Update .
For example, salesforceQuoteUpdate Timeout Enter the timeout in milliseconds.For example, 30000.Description If required, enter a suitable description.Action Select the Export option.Services Select the service.For example, Oracle CPQ Salesforce Transaction2Quote Sync .6.Specify the action that triggers the integration.a.On the Processes page, select the process linked to the integration.Select Documents from the Navigation drop-down list, and click List.b.In the Transaction row of the Document List page, select Actions from the Navigation drop-down list, and click List.c.On the Action List page, click the Copy Of Save link.d.On the Admin Action page, click the Integration tab.e.From the Integration List box, select the integration created in Step a and click the > arrow to add it to the Selected Integration box.f.Click Update .7.Configure the Salesforce ID.
For example, 30000.Description If required, enter a suitable description.Action Select the Export option.Services Select the service.For example, Oracle CPQ Salesforce Transaction2Quote Sync .6.Specify the action that triggers the integration.a.On the Processes page, select the process linked to the integration.Select Documents from the Navigation drop-down list, and click List.b.In the Transaction row of the Document List page, select Actions from the Navigation drop-down list, and click List.c.On the Action List page, click the Copy Of Save link.d.On the Admin Action page, click the Integration tab.e.From the Integration List box, select the integration created in Step a and click the > arrow to add it to the Selected Integration box.f.Click Update .7.Configure the Salesforce ID.Set up the Salesforce ID as an attribute so that in case you need to update the Oracle CPQ transaction, you can use the Salesforce ID as a lookup to identify the change required.
Description If required, enter a suitable description.Action Select the Export option.Services Select the service.For example, Oracle CPQ Salesforce Transaction2Quote Sync .6.Specify the action that triggers the integration.a.On the Processes page, select the process linked to the integration.Select Documents from the Navigation drop-down list, and click List.b.In the Transaction row of the Document List page, select Actions from the Navigation drop-down list, and click List.c.On the Action List page, click the Copy Of Save link.d.On the Admin Action page, click the Integration tab.e.From the Integration List box, select the integration created in Step a and click the > arrow to add it to the Selected Integration box.f.Click Update .7.Configure the Salesforce ID.Set up the Salesforce ID as an attribute so that in case you need to update the Oracle CPQ transaction, you can use the Salesforce ID as a lookup to identify the change required.a.On the Processes page, select the process linked to the integration.
Action Select the Export option.Services Select the service.For example, Oracle CPQ Salesforce Transaction2Quote Sync .6.Specify the action that triggers the integration.a.On the Processes page, select the process linked to the integration.Select Documents from the Navigation drop-down list, and click List.b.In the Transaction row of the Document List page, select Actions from the Navigation drop-down list, and click List.c.On the Action List page, click the Copy Of Save link.d.On the Admin Action page, click the Integration tab.e.From the Integration List box, select the integration created in Step a and click the > arrow to add it to the Selected Integration box.f.Click Update .7.Configure the Salesforce ID.Set up the Salesforce ID as an attribute so that in case you need to update the Oracle CPQ transaction, you can use the Salesforce ID as a lookup to identify the change required.a.On the Processes page, select the process linked to the integration.Select Documents from the Navigation drop-down list, and click List.
Services Select the service.For example, Oracle CPQ Salesforce Transaction2Quote Sync .6.Specify the action that triggers the integration.a.On the Processes page, select the process linked to the integration.Select Documents from the Navigation drop-down list, and click List.b.In the Transaction row of the Document List page, select Actions from the Navigation drop-down list, and click List.c.On the Action List page, click the Copy Of Save link.d.On the Admin Action page, click the Integration tab.e.From the Integration List box, select the integration created in Step a and click the > arrow to add it to the Selected Integration box.f.Click Update .7.Configure the Salesforce ID.Set up the Salesforce ID as an attribute so that in case you need to update the Oracle CPQ transaction, you can use the Salesforce ID as a lookup to identify the change required.a.On the Processes page, select the process linked to the integration.Select Documents from the Navigation drop-down list, and click List.b.In the Transaction row of the Document List page, select Attributes from the Navigation drop-down list, and click List.
For example, Oracle CPQ Salesforce Transaction2Quote Sync .6.Specify the action that triggers the integration.a.On the Processes page, select the process linked to the integration.Select Documents from the Navigation drop-down list, and click List.b.In the Transaction row of the Document List page, select Actions from the Navigation drop-down list, and click List.c.On the Action List page, click the Copy Of Save link.d.On the Admin Action page, click the Integration tab.e.From the Integration List box, select the integration created in Step a and click the > arrow to add it to the Selected Integration box.f.Click Update .7.Configure the Salesforce ID.Set up the Salesforce ID as an attribute so that in case you need to update the Oracle CPQ transaction, you can use the Salesforce ID as a lookup to identify the change required.a.On the Processes page, select the process linked to the integration.Select Documents from the Navigation drop-down list, and click List.b.In the Transaction row of the Document List page, select Attributes from the Navigation drop-down list, and click List.c.On the Attribute List page, scroll down to the end of the page and click Add.
6.Specify the action that triggers the integration.a.On the Processes page, select the process linked to the integration.Select Documents from the Navigation drop-down list, and click List.b.In the Transaction row of the Document List page, select Actions from the Navigation drop-down list, and click List.c.On the Action List page, click the Copy Of Save link.d.On the Admin Action page, click the Integration tab.e.From the Integration List box, select the integration created in Step a and click the > arrow to add it to the Selected Integration box.f.Click Update .7.Configure the Salesforce ID.Set up the Salesforce ID as an attribute so that in case you need to update the Oracle CPQ transaction, you can use the Salesforce ID as a lookup to identify the change required.a.On the Processes page, select the process linked to the integration.Select Documents from the Navigation drop-down list, and click List.b.In the Transaction row of the Document List page, select Attributes from the Navigation drop-down list, and click List.c.On the Attribute List page, scroll down to the end of the page and click Add.d.On the Attribute Editor page, enter the following details and click Add: Field Information to Enter Label Enter the name of the attribute.
a.On the Processes page, select the process linked to the integration.Select Documents from the Navigation drop-down list, and click List.b.In the Transaction row of the Document List page, select Actions from the Navigation drop-down list, and click List.c.On the Action List page, click the Copy Of Save link.d.On the Admin Action page, click the Integration tab.e.From the Integration List box, select the integration created in Step a and click the > arrow to add it to the Selected Integration box.f.Click Update .7.Configure the Salesforce ID.Set up the Salesforce ID as an attribute so that in case you need to update the Oracle CPQ transaction, you can use the Salesforce ID as a lookup to identify the change required.a.On the Processes page, select the process linked to the integration.Select Documents from the Navigation drop-down list, and click List.b.In the Transaction row of the Document List page, select Attributes from the Navigation drop-down list, and click List.c.On the Attribute List page, scroll down to the end of the page and click Add.d.On the Attribute Editor page, enter the following details and click Add: Field Information to Enter Label Enter the name of the attribute.For example, QuoteID.
Select Documents from the Navigation drop-down list, and click List.b.In the Transaction row of the Document List page, select Actions from the Navigation drop-down list, and click List.c.On the Action List page, click the Copy Of Save link.d.On the Admin Action page, click the Integration tab.e.From the Integration List box, select the integration created in Step a and click the > arrow to add it to the Selected Integration box.f.Click Update .7.Configure the Salesforce ID.Set up the Salesforce ID as an attribute so that in case you need to update the Oracle CPQ transaction, you can use the Salesforce ID as a lookup to identify the change required.a.On the Processes page, select the process linked to the integration.Select Documents from the Navigation drop-down list, and click List.b.In the Transaction row of the Document List page, select Attributes from the Navigation drop-down list, and click List.c.On the Attribute List page, scroll down to the end of the page and click Add.d.On the Attribute Editor page, enter the following details and click Add: Field Information to Enter Label Enter the name of the attribute.For example, QuoteID.Variable Name Enter the variable name.
b.In the Transaction row of the Document List page, select Actions from the Navigation drop-down list, and click List.c.On the Action List page, click the Copy Of Save link.d.On the Admin Action page, click the Integration tab.e.From the Integration List box, select the integration created in Step a and click the > arrow to add it to the Selected Integration box.f.Click Update .7.Configure the Salesforce ID.Set up the Salesforce ID as an attribute so that in case you need to update the Oracle CPQ transaction, you can use the Salesforce ID as a lookup to identify the change required.a.On the Processes page, select the process linked to the integration.Select Documents from the Navigation drop-down list, and click List.b.In the Transaction row of the Document List page, select Attributes from the Navigation drop-down list, and click List.c.On the Attribute List page, scroll down to the end of the page and click Add.d.On the Attribute Editor page, enter the following details and click Add: Field Information to Enter Label Enter the name of the attribute.For example, QuoteID.Variable Name Enter the variable name.For example, quoteID.
c.On the Action List page, click the Copy Of Save link.d.On the Admin Action page, click the Integration tab.e.From the Integration List box, select the integration created in Step a and click the > arrow to add it to the Selected Integration box.f.Click Update .7.Configure the Salesforce ID.Set up the Salesforce ID as an attribute so that in case you need to update the Oracle CPQ transaction, you can use the Salesforce ID as a lookup to identify the change required.a.On the Processes page, select the process linked to the integration.Select Documents from the Navigation drop-down list, and click List.b.In the Transaction row of the Document List page, select Attributes from the Navigation drop-down list, and click List.c.On the Attribute List page, scroll down to the end of the page and click Add.d.On the Attribute Editor page, enter the following details and click Add: Field Information to Enter Label Enter the name of the attribute.For example, QuoteID.Variable Name Enter the variable name.For example, quoteID.Attribute Type Select Text.
d.On the Admin Action page, click the Integration tab.e.From the Integration List box, select the integration created in Step a and click the > arrow to add it to the Selected Integration box.f.Click Update .7.Configure the Salesforce ID.Set up the Salesforce ID as an attribute so that in case you need to update the Oracle CPQ transaction, you can use the Salesforce ID as a lookup to identify the change required.a.On the Processes page, select the process linked to the integration.Select Documents from the Navigation drop-down list, and click List.b.In the Transaction row of the Document List page, select Attributes from the Navigation drop-down list, and click List.c.On the Attribute List page, scroll down to the end of the page and click Add.d.On the Attribute Editor page, enter the following details and click Add: Field Information to Enter Label Enter the name of the attribute.For example, QuoteID.Variable Name Enter the variable name.For example, quoteID.Attribute Type Select Text.e.In the Text Attribute Editor, enter a suitable description in the Description field, and click Update .
e.From the Integration List box, select the integration created in Step a and click the > arrow to add it to the Selected Integration box.f.Click Update .7.Configure the Salesforce ID.Set up the Salesforce ID as an attribute so that in case you need to update the Oracle CPQ transaction, you can use the Salesforce ID as a lookup to identify the change required.a.On the Processes page, select the process linked to the integration.Select Documents from the Navigation drop-down list, and click List.b.In the Transaction row of the Document List page, select Attributes from the Navigation drop-down list, and click List.c.On the Attribute List page, scroll down to the end of the page and click Add.d.On the Attribute Editor page, enter the following details and click Add: Field Information to Enter Label Enter the name of the attribute.For example, QuoteID.Variable Name Enter the variable name.For example, quoteID.Attribute Type Select Text.e.In the Text Attribute Editor, enter a suitable description in the Description field, and click Update .8.Deploy the process.
f.Click Update .7.Configure the Salesforce ID.Set up the Salesforce ID as an attribute so that in case you need to update the Oracle CPQ transaction, you can use the Salesforce ID as a lookup to identify the change required.a.On the Processes page, select the process linked to the integration.Select Documents from the Navigation drop-down list, and click List.b.In the Transaction row of the Document List page, select Attributes from the Navigation drop-down list, and click List.c.On the Attribute List page, scroll down to the end of the page and click Add.d.On the Attribute Editor page, enter the following details and click Add: Field Information to Enter Label Enter the name of the attribute.For example, QuoteID.Variable Name Enter the variable name.For example, quoteID.Attribute Type Select Text.e.In the Text Attribute Editor, enter a suitable description in the Description field, and click Update .8.Deploy the process.Now that you've created the integration and configured it with the required action and attribute, you can deploy the process linked to the integration.Appendix A Customer Relationship Management (CRM) Recipes A-116a.On the Processes page, select the process linked to the integration.
7.Configure the Salesforce ID.Set up the Salesforce ID as an attribute so that in case you need to update the Oracle CPQ transaction, you can use the Salesforce ID as a lookup to identify the change required.a.On the Processes page, select the process linked to the integration.Select Documents from the Navigation drop-down list, and click List.b.In the Transaction row of the Document List page, select Attributes from the Navigation drop-down list, and click List.c.On the Attribute List page, scroll down to the end of the page and click Add.d.On the Attribute Editor page, enter the following details and click Add: Field Information to Enter Label Enter the name of the attribute.For example, QuoteID.Variable Name Enter the variable name.For example, quoteID.Attribute Type Select Text.e.In the Text Attribute Editor, enter a suitable description in the Description field, and click Update .8.Deploy the process.Now that you've created the integration and configured it with the required action and attribute, you can deploy the process linked to the integration.Appendix A Customer Relationship Management (CRM) Recipes A-116a.On the Processes page, select the process linked to the integration.Select Deployment Center from the Navigation drop-down list, and click List.
Set up the Salesforce ID as an attribute so that in case you need to update the Oracle CPQ transaction, you can use the Salesforce ID as a lookup to identify the change required.a.On the Processes page, select the process linked to the integration.Select Documents from the Navigation drop-down list, and click List.b.In the Transaction row of the Document List page, select Attributes from the Navigation drop-down list, and click List.c.On the Attribute List page, scroll down to the end of the page and click Add.d.On the Attribute Editor page, enter the following details and click Add: Field Information to Enter Label Enter the name of the attribute.For example, QuoteID.Variable Name Enter the variable name.For example, quoteID.Attribute Type Select Text.e.In the Text Attribute Editor, enter a suitable description in the Description field, and click Update .8.Deploy the process.Now that you've created the integration and configured it with the required action and attribute, you can deploy the process linked to the integration.Appendix A Customer Relationship Management (CRM) Recipes A-116a.On the Processes page, select the process linked to the integration.Select Deployment Center from the Navigation drop-down list, and click List.b.On the Deployment Center page, select Deploy under Event Type , and click Add Event .
a.On the Processes page, select the process linked to the integration.Select Documents from the Navigation drop-down list, and click List.b.In the Transaction row of the Document List page, select Attributes from the Navigation drop-down list, and click List.c.On the Attribute List page, scroll down to the end of the page and click Add.d.On the Attribute Editor page, enter the following details and click Add: Field Information to Enter Label Enter the name of the attribute.For example, QuoteID.Variable Name Enter the variable name.For example, quoteID.Attribute Type Select Text.e.In the Text Attribute Editor, enter a suitable description in the Description field, and click Update .8.Deploy the process.Now that you've created the integration and configured it with the required action and attribute, you can deploy the process linked to the integration.Appendix A Customer Relationship Management (CRM) Recipes A-116a.On the Processes page, select the process linked to the integration.Select Deployment Center from the Navigation drop-down list, and click List.b.On the Deployment Center page, select Deploy under Event Type , and click Add Event .c.Click Refresh .
Select Documents from the Navigation drop-down list, and click List.b.In the Transaction row of the Document List page, select Attributes from the Navigation drop-down list, and click List.c.On the Attribute List page, scroll down to the end of the page and click Add.d.On the Attribute Editor page, enter the following details and click Add: Field Information to Enter Label Enter the name of the attribute.For example, QuoteID.Variable Name Enter the variable name.For example, quoteID.Attribute Type Select Text.e.In the Text Attribute Editor, enter a suitable description in the Description field, and click Update .8.Deploy the process.Now that you've created the integration and configured it with the required action and attribute, you can deploy the process linked to the integration.Appendix A Customer Relationship Management (CRM) Recipes A-116a.On the Processes page, select the process linked to the integration.Select Deployment Center from the Navigation drop-down list, and click List.b.On the Deployment Center page, select Deploy under Event Type , and click Add Event .c.Click Refresh .Once the deployment completes, the Last Deployed time will be updated.
b.In the Transaction row of the Document List page, select Attributes from the Navigation drop-down list, and click List.c.On the Attribute List page, scroll down to the end of the page and click Add.d.On the Attribute Editor page, enter the following details and click Add: Field Information to Enter Label Enter the name of the attribute.For example, QuoteID.Variable Name Enter the variable name.For example, quoteID.Attribute Type Select Text.e.In the Text Attribute Editor, enter a suitable description in the Description field, and click Update .8.Deploy the process.Now that you've created the integration and configured it with the required action and attribute, you can deploy the process linked to the integration.Appendix A Customer Relationship Management (CRM) Recipes A-116a.On the Processes page, select the process linked to the integration.Select Deployment Center from the Navigation drop-down list, and click List.b.On the Deployment Center page, select Deploy under Event Type , and click Add Event .c.Click Refresh .Once the deployment completes, the Last Deployed time will be updated.Configure Salesforce To access Salesforce using Oracle Integration and ensure that the opportunity quote data is synchronized, you must perform certain configuration tasks on your Salesforce instance.
c.On the Attribute List page, scroll down to the end of the page and click Add.d.On the Attribute Editor page, enter the following details and click Add: Field Information to Enter Label Enter the name of the attribute.For example, QuoteID.Variable Name Enter the variable name.For example, quoteID.Attribute Type Select Text.e.In the Text Attribute Editor, enter a suitable description in the Description field, and click Update .8.Deploy the process.Now that you've created the integration and configured it with the required action and attribute, you can deploy the process linked to the integration.Appendix A Customer Relationship Management (CRM) Recipes A-116a.On the Processes page, select the process linked to the integration.Select Deployment Center from the Navigation drop-down list, and click List.b.On the Deployment Center page, select Deploy under Event Type , and click Add Event .c.Click Refresh .Once the deployment completes, the Last Deployed time will be updated.Configure Salesforce To access Salesforce using Oracle Integration and ensure that the opportunity quote data is synchronized, you must perform certain configuration tasks on your Salesforce instance.Log in to your Salesforce instance as an Administrator and execute the following tasks.
d.On the Attribute Editor page, enter the following details and click Add: Field Information to Enter Label Enter the name of the attribute.For example, QuoteID.Variable Name Enter the variable name.For example, quoteID.Attribute Type Select Text.e.In the Text Attribute Editor, enter a suitable description in the Description field, and click Update .8.Deploy the process.Now that you've created the integration and configured it with the required action and attribute, you can deploy the process linked to the integration.Appendix A Customer Relationship Management (CRM) Recipes A-116a.On the Processes page, select the process linked to the integration.Select Deployment Center from the Navigation drop-down list, and click List.b.On the Deployment Center page, select Deploy under Event Type , and click Add Event .c.Click Refresh .Once the deployment completes, the Last Deployed time will be updated.Configure Salesforce To access Salesforce using Oracle Integration and ensure that the opportunity quote data is synchronized, you must perform certain configuration tasks on your Salesforce instance.Log in to your Salesforce instance as an Administrator and execute the following tasks.Note: The steps provided here apply to the Salesforce Classic UI.
For example, QuoteID.Variable Name Enter the variable name.For example, quoteID.Attribute Type Select Text.e.In the Text Attribute Editor, enter a suitable description in the Description field, and click Update .8.Deploy the process.Now that you've created the integration and configured it with the required action and attribute, you can deploy the process linked to the integration.Appendix A Customer Relationship Management (CRM) Recipes A-116a.On the Processes page, select the process linked to the integration.Select Deployment Center from the Navigation drop-down list, and click List.b.On the Deployment Center page, select Deploy under Event Type , and click Add Event .c.Click Refresh .Once the deployment completes, the Last Deployed time will be updated.Configure Salesforce To access Salesforce using Oracle Integration and ensure that the opportunity quote data is synchronized, you must perform certain configuration tasks on your Salesforce instance.Log in to your Salesforce instance as an Administrator and execute the following tasks.Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.
Variable Name Enter the variable name.For example, quoteID.Attribute Type Select Text.e.In the Text Attribute Editor, enter a suitable description in the Description field, and click Update .8.Deploy the process.Now that you've created the integration and configured it with the required action and attribute, you can deploy the process linked to the integration.Appendix A Customer Relationship Management (CRM) Recipes A-116a.On the Processes page, select the process linked to the integration.Select Deployment Center from the Navigation drop-down list, and click List.b.On the Deployment Center page, select Deploy under Event Type , and click Add Event .c.Click Refresh .Once the deployment completes, the Last Deployed time will be updated.Configure Salesforce To access Salesforce using Oracle Integration and ensure that the opportunity quote data is synchronized, you must perform certain configuration tasks on your Salesforce instance.Log in to your Salesforce instance as an Administrator and execute the following tasks.Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .
For example, quoteID.Attribute Type Select Text.e.In the Text Attribute Editor, enter a suitable description in the Description field, and click Update .8.Deploy the process.Now that you've created the integration and configured it with the required action and attribute, you can deploy the process linked to the integration.Appendix A Customer Relationship Management (CRM) Recipes A-116a.On the Processes page, select the process linked to the integration.Select Deployment Center from the Navigation drop-down list, and click List.b.On the Deployment Center page, select Deploy under Event Type , and click Add Event .c.Click Refresh .Once the deployment completes, the Last Deployed time will be updated.Configure Salesforce To access Salesforce using Oracle Integration and ensure that the opportunity quote data is synchronized, you must perform certain configuration tasks on your Salesforce instance.Log in to your Salesforce instance as an Administrator and execute the following tasks.Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .1.Create an API-enabled custom role.
Attribute Type Select Text.e.In the Text Attribute Editor, enter a suitable description in the Description field, and click Update .8.Deploy the process.Now that you've created the integration and configured it with the required action and attribute, you can deploy the process linked to the integration.Appendix A Customer Relationship Management (CRM) Recipes A-116a.On the Processes page, select the process linked to the integration.Select Deployment Center from the Navigation drop-down list, and click List.b.On the Deployment Center page, select Deploy under Event Type , and click Add Event .c.Click Refresh .Once the deployment completes, the Last Deployed time will be updated.Configure Salesforce To access Salesforce using Oracle Integration and ensure that the opportunity quote data is synchronized, you must perform certain configuration tasks on your Salesforce instance.Log in to your Salesforce instance as an Administrator and execute the following tasks.Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .1.Create an API-enabled custom role.a.On the Salesforce Setup page: i.Expand Manage Users under the Administer section in the left navigation pane.
e.In the Text Attribute Editor, enter a suitable description in the Description field, and click Update .8.Deploy the process.Now that you've created the integration and configured it with the required action and attribute, you can deploy the process linked to the integration.Appendix A Customer Relationship Management (CRM) Recipes A-116a.On the Processes page, select the process linked to the integration.Select Deployment Center from the Navigation drop-down list, and click List.b.On the Deployment Center page, select Deploy under Event Type , and click Add Event .c.Click Refresh .Once the deployment completes, the Last Deployed time will be updated.Configure Salesforce To access Salesforce using Oracle Integration and ensure that the opportunity quote data is synchronized, you must perform certain configuration tasks on your Salesforce instance.Log in to your Salesforce instance as an Administrator and execute the following tasks.Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .1.Create an API-enabled custom role.a.On the Salesforce Setup page: i.Expand Manage Users under the Administer section in the left navigation pane.ii.Click Profiles .

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