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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 .b.On the Profiles page, click New Profile , and on the resulting page complete the following: i.Select Standard User in the Existing Profile field.
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 .b.On the Profiles page, click New Profile , and on the resulting page complete the following: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled .
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 .b.On the Profiles page, click New Profile , and on the resulting page complete the following: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled .iii.Click Save .
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 .b.On the Profiles page, click New Profile , and on the resulting page complete the following: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled .iii.Click Save .c.On the Profile Detail page, click Edit, and on the resulting Profile Edit page complete the following: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.
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 .b.On the Profiles page, click New Profile , and on the resulting page complete the following: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled .iii.Click Save .c.On the Profile Detail page, click Edit, and on the resulting Profile Edit page complete the following: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and complete the following: In the Accounts row, leave Read , Create , Edit, and Delete selected.
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 .b.On the Profiles page, click New Profile , and on the resulting page complete the following: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled .iii.Click Save .c.On the Profile Detail page, click Edit, and on the resulting Profile Edit page complete the following: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and complete the following: In the Accounts row, leave Read , Create , Edit, and Delete selected.Additionally, select ViewAll .
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 .b.On the Profiles page, click New Profile , and on the resulting page complete the following: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled .iii.Click Save .c.On the Profile Detail page, click Edit, and on the resulting Profile Edit page complete the following: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and complete the following: In the Accounts row, leave Read , Create , Edit, and Delete selected.Additionally, select ViewAll .In the Contacts row, leave Read , Create , Edit, and Delete selected.
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 .b.On the Profiles page, click New Profile , and on the resulting page complete the following: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled .iii.Click Save .c.On the Profile Detail page, click Edit, and on the resulting Profile Edit page complete the following: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and complete the following: In the Accounts row, leave Read , Create , Edit, and Delete selected.Additionally, select ViewAll .In the Contacts row, leave Read , Create , Edit, and Delete selected.Additionally, select ViewAll .
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 .b.On the Profiles page, click New Profile , and on the resulting page complete the following: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled .iii.Click Save .c.On the Profile Detail page, click Edit, and on the resulting Profile Edit page complete the following: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and complete the following: In the Accounts row, leave Read , Create , Edit, and Delete selected.Additionally, select ViewAll .In the Contacts row, leave Read , Create , Edit, and Delete selected.Additionally, select ViewAll .In the Price Books row, leave Read selected.
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 .b.On the Profiles page, click New Profile , and on the resulting page complete the following: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled .iii.Click Save .c.On the Profile Detail page, click Edit, and on the resulting Profile Edit page complete the following: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and complete the following: In the Accounts row, leave Read , Create , Edit, and Delete selected.Additionally, select ViewAll .In the Contacts row, leave Read , Create , Edit, and Delete selected.Additionally, select ViewAll .In the Price Books row, leave Read selected.Additionally, select Create , Edit, and Delete .
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 .b.On the Profiles page, click New Profile , and on the resulting page complete the following: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled .iii.Click Save .c.On the Profile Detail page, click Edit, and on the resulting Profile Edit page complete the following: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and complete the following: In the Accounts row, leave Read , Create , Edit, and Delete selected.Additionally, select ViewAll .In the Contacts row, leave Read , Create , Edit, and Delete selected.Additionally, select ViewAll .In the Price Books row, leave Read selected.Additionally, select Create , Edit, and Delete .In the Products row, leave Read selected.
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 .b.On the Profiles page, click New Profile , and on the resulting page complete the following: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled .iii.Click Save .c.On the Profile Detail page, click Edit, and on the resulting Profile Edit page complete the following: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and complete the following: In the Accounts row, leave Read , Create , Edit, and Delete selected.Additionally, select ViewAll .In the Contacts row, leave Read , Create , Edit, and Delete selected.Additionally, select ViewAll .In the Price Books row, leave Read selected.Additionally, select Create , Edit, and Delete .In the Products row, leave Read selected.Additionally, select Create , Edit, and Delete .
a.On the Salesforce Setup page: i.Expand Manage Users under the Administer section in the left navigation pane.ii.Click Profiles .b.On the Profiles page, click New Profile , and on the resulting page complete the following: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled .iii.Click Save .c.On the Profile Detail page, click Edit, and on the resulting Profile Edit page complete the following: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and complete the following: In the Accounts row, leave Read , Create , Edit, and Delete selected.Additionally, select ViewAll .In the Contacts row, leave Read , Create , Edit, and Delete selected.Additionally, select ViewAll .In the Price Books row, leave Read selected.Additionally, select Create , Edit, and Delete .In the Products row, leave Read selected.Additionally, select Create , Edit, and Delete .iii.Scroll down to the end of the page and click Save .Appendix A Customer Relationship Management (CRM) Recipes A-1172.Create a user account for Oracle Integration and assign the custom role created in step 1 to this account.
ii.Click Profiles .b.On the Profiles page, click New Profile , and on the resulting page complete the following: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled .iii.Click Save .c.On the Profile Detail page, click Edit, and on the resulting Profile Edit page complete the following: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and complete the following: In the Accounts row, leave Read , Create , Edit, and Delete selected.Additionally, select ViewAll .In the Contacts row, leave Read , Create , Edit, and Delete selected.Additionally, select ViewAll .In the Price Books row, leave Read selected.Additionally, select Create , Edit, and Delete .In the Products row, leave Read selected.Additionally, select Create , Edit, and Delete .iii.Scroll down to the end of the page and click Save .Appendix A Customer Relationship Management (CRM) Recipes A-1172.Create a user account for Oracle Integration and assign the custom role created in step 1 to this account.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.
b.On the Profiles page, click New Profile , and on the resulting page complete the following: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled .iii.Click Save .c.On the Profile Detail page, click Edit, and on the resulting Profile Edit page complete the following: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and complete the following: In the Accounts row, leave Read , Create , Edit, and Delete selected.Additionally, select ViewAll .In the Contacts row, leave Read , Create , Edit, and Delete selected.Additionally, select ViewAll .In the Price Books row, leave Read selected.Additionally, select Create , Edit, and Delete .In the Products row, leave Read selected.Additionally, select Create , Edit, and Delete .iii.Scroll down to the end of the page and click Save .Appendix A Customer Relationship Management (CRM) Recipes A-1172.Create a user account for Oracle Integration and assign the custom role created in step 1 to this account.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.
ii.Enter a name for the new profile, for example, API Enabled .iii.Click Save .c.On the Profile Detail page, click Edit, and on the resulting Profile Edit page complete the following: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and complete the following: In the Accounts row, leave Read , Create , Edit, and Delete selected.Additionally, select ViewAll .In the Contacts row, leave Read , Create , Edit, and Delete selected.Additionally, select ViewAll .In the Price Books row, leave Read selected.Additionally, select Create , Edit, and Delete .In the Products row, leave Read selected.Additionally, select Create , Edit, and Delete .iii.Scroll down to the end of the page and click Save .Appendix A Customer Relationship Management (CRM) Recipes A-1172.Create a user account for Oracle Integration and assign the custom role created in step 1 to this account.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .
iii.Click Save .c.On the Profile Detail page, click Edit, and on the resulting Profile Edit page complete the following: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and complete the following: In the Accounts row, leave Read , Create , Edit, and Delete selected.Additionally, select ViewAll .In the Contacts row, leave Read , Create , Edit, and Delete selected.Additionally, select ViewAll .In the Price Books row, leave Read selected.Additionally, select Create , Edit, and Delete .In the Products row, leave Read selected.Additionally, select Create , Edit, and Delete .iii.Scroll down to the end of the page and click Save .Appendix A Customer Relationship Management (CRM) Recipes A-1172.Create a user account for Oracle Integration and assign the custom role created in step 1 to this account.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.In the resulting page, click New User .
c.On the Profile Detail page, click Edit, and on the resulting Profile Edit page complete the following: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and complete the following: In the Accounts row, leave Read , Create , Edit, and Delete selected.Additionally, select ViewAll .In the Contacts row, leave Read , Create , Edit, and Delete selected.Additionally, select ViewAll .In the Price Books row, leave Read selected.Additionally, select Create , Edit, and Delete .In the Products row, leave Read selected.Additionally, select Create , Edit, and Delete .iii.Scroll down to the end of the page and click Save .Appendix A Customer Relationship Management (CRM) Recipes A-1172.Create a user account for Oracle Integration and assign the custom role created in step 1 to this account.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.In the resulting page, click New User .c.Create a username and password.
ii.Scroll to the Standard Object Permissions section and complete the following: In the Accounts row, leave Read , Create , Edit, and Delete selected.Additionally, select ViewAll .In the Contacts row, leave Read , Create , Edit, and Delete selected.Additionally, select ViewAll .In the Price Books row, leave Read selected.Additionally, select Create , Edit, and Delete .In the Products row, leave Read selected.Additionally, select Create , Edit, and Delete .iii.Scroll down to the end of the page and click Save .Appendix A Customer Relationship Management (CRM) Recipes A-1172.Create a user account for Oracle Integration and assign the custom role created in step 1 to this account.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.In the resulting page, click New User .c.Create a username and password.i.On the New User page, enter the first and last name of the user.
Additionally, select ViewAll .In the Contacts row, leave Read , Create , Edit, and Delete selected.Additionally, select ViewAll .In the Price Books row, leave Read selected.Additionally, select Create , Edit, and Delete .In the Products row, leave Read selected.Additionally, select Create , Edit, and Delete .iii.Scroll down to the end of the page and click Save .Appendix A Customer Relationship Management (CRM) Recipes A-1172.Create a user account for Oracle Integration and assign the custom role created in step 1 to this account.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.In the resulting page, click New User .c.Create a username and password.i.On the New User page, enter the first and last name of the user.For example, Integration User05 .
In the Contacts row, leave Read , Create , Edit, and Delete selected.Additionally, select ViewAll .In the Price Books row, leave Read selected.Additionally, select Create , Edit, and Delete .In the Products row, leave Read selected.Additionally, select Create , Edit, and Delete .iii.Scroll down to the end of the page and click Save .Appendix A Customer Relationship Management (CRM) Recipes A-1172.Create a user account for Oracle Integration and assign the custom role created in step 1 to this account.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.In the resulting page, click New User .c.Create a username and password.i.On the New User page, enter the first and last name of the user.For example, Integration User05 .ii.In the Email field, enter a valid email address.
Additionally, select ViewAll .In the Price Books row, leave Read selected.Additionally, select Create , Edit, and Delete .In the Products row, leave Read selected.Additionally, select Create , Edit, and Delete .iii.Scroll down to the end of the page and click Save .Appendix A Customer Relationship Management (CRM) Recipes A-1172.Create a user account for Oracle Integration and assign the custom role created in step 1 to this account.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.In the resulting page, click New User .c.Create a username and password.i.On the New User page, enter the first and last name of the user.For example, Integration User05 .ii.In the Email field, enter a valid email address.Note that the email address you enter is automatically populated in the Username field.
In the Price Books row, leave Read selected.Additionally, select Create , Edit, and Delete .In the Products row, leave Read selected.Additionally, select Create , Edit, and Delete .iii.Scroll down to the end of the page and click Save .Appendix A Customer Relationship Management (CRM) Recipes A-1172.Create a user account for Oracle Integration and assign the custom role created in step 1 to this account.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.In the resulting page, click New User .c.Create a username and password.i.On the New User page, enter the first and last name of the user.For example, Integration User05 .ii.In the Email field, enter a valid email address.Note that the email address you enter is automatically populated in the Username field.Note the username.
Additionally, select Create , Edit, and Delete .In the Products row, leave Read selected.Additionally, select Create , Edit, and Delete .iii.Scroll down to the end of the page and click Save .Appendix A Customer Relationship Management (CRM) Recipes A-1172.Create a user account for Oracle Integration and assign the custom role created in step 1 to this account.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.In the resulting page, click New User .c.Create a username and password.i.On the New User page, enter the first and last name of the user.For example, Integration User05 .ii.In the Email field, enter a valid email address.Note that the email address you enter is automatically populated in the Username field.Note the username.iii.In the User License field, select Salesforce .
In the Products row, leave Read selected.Additionally, select Create , Edit, and Delete .iii.Scroll down to the end of the page and click Save .Appendix A Customer Relationship Management (CRM) Recipes A-1172.Create a user account for Oracle Integration and assign the custom role created in step 1 to this account.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.In the resulting page, click New User .c.Create a username and password.i.On the New User page, enter the first and last name of the user.For example, Integration User05 .ii.In the Email field, enter a valid email address.Note that the email address you enter is automatically populated in the Username field.Note the username.iii.In the User License field, select Salesforce .iv.In the Profile field, select the profile you created previously, that is, API Enabled .
Additionally, select Create , Edit, and Delete .iii.Scroll down to the end of the page and click Save .Appendix A Customer Relationship Management (CRM) Recipes A-1172.Create a user account for Oracle Integration and assign the custom role created in step 1 to this account.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.In the resulting page, click New User .c.Create a username and password.i.On the New User page, enter the first and last name of the user.For example, Integration User05 .ii.In the Email field, enter a valid email address.Note that the email address you enter is automatically populated in the Username field.Note the username.iii.In the User License field, select Salesforce .iv.In the Profile field, select the profile you created previously, that is, API Enabled .v.Scroll to the end of the page, ensure that the Generate new password and notify user immediately check box is selected, and click Save .
iii.Scroll down to the end of the page and click Save .Appendix A Customer Relationship Management (CRM) Recipes A-1172.Create a user account for Oracle Integration and assign the custom role created in step 1 to this account.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.In the resulting page, click New User .c.Create a username and password.i.On the New User page, enter the first and last name of the user.For example, Integration User05 .ii.In the Email field, enter a valid email address.Note that the email address you enter is automatically populated in the Username field.Note the username.iii.In the User License field, select Salesforce .iv.In the Profile field, select the profile you created previously, that is, API Enabled .v.Scroll to the end of the page, ensure that the Generate new password and notify user immediately check box is selected, and click Save .The user account is now created, and a verification email is sent.
You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.In the resulting page, click New User .c.Create a username and password.i.On the New User page, enter the first and last name of the user.For example, Integration User05 .ii.In the Email field, enter a valid email address.Note that the email address you enter is automatically populated in the Username field.Note the username.iii.In the User License field, select Salesforce .iv.In the Profile field, select the profile you created previously, that is, API Enabled .v.Scroll to the end of the page, ensure that the Generate new password and notify user immediately check box is selected, and click Save .The user account is now created, and a verification email is sent.vi.Click the Verify Account button in the email message from Salesforce.
Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.In the resulting page, click New User .c.Create a username and password.i.On the New User page, enter the first and last name of the user.For example, Integration User05 .ii.In the Email field, enter a valid email address.Note that the email address you enter is automatically populated in the Username field.Note the username.iii.In the User License field, select Salesforce .iv.In the Profile field, select the profile you created previously, that is, API Enabled .v.Scroll to the end of the page, ensure that the Generate new password and notify user immediately check box is selected, and click Save .The user account is now created, and a verification email is sent.vi.Click the Verify Account button in the email message from Salesforce.You're redirected to the Salesforce instance to set a password for the new user account.
a.On the Profile Detail page of the API Enabled profile, click View Users .b.In the resulting page, click New User .c.Create a username and password.i.On the New User page, enter the first and last name of the user.For example, Integration User05 .ii.In the Email field, enter a valid email address.Note that the email address you enter is automatically populated in the Username field.Note the username.iii.In the User License field, select Salesforce .iv.In the Profile field, select the profile you created previously, that is, API Enabled .v.Scroll to the end of the page, ensure that the Generate new password and notify user immediately check box is selected, and click Save .The user account is now created, and a verification email is sent.vi.Click the Verify Account button in the email message from Salesforce.You're redirected to the Salesforce instance to set a password for the new user account.vii.Set a password and note down the same.
b.In the resulting page, click New User .c.Create a username and password.i.On the New User page, enter the first and last name of the user.For example, Integration User05 .ii.In the Email field, enter a valid email address.Note that the email address you enter is automatically populated in the Username field.Note the username.iii.In the User License field, select Salesforce .iv.In the Profile field, select the profile you created previously, that is, API Enabled .v.Scroll to the end of the page, ensure that the Generate new password and notify user immediately check box is selected, and click Save .The user account is now created, and a verification email is sent.vi.Click the Verify Account button in the email message from Salesforce.You're redirected to the Salesforce instance to set a password for the new user account.vii.Set a password and note down the same.Subsequently, you're signed in to the Salesforce instance with the new account.
c.Create a username and password.i.On the New User page, enter the first and last name of the user.For example, Integration User05 .ii.In the Email field, enter a valid email address.Note that the email address you enter is automatically populated in the Username field.Note the username.iii.In the User License field, select Salesforce .iv.In the Profile field, select the profile you created previously, that is, API Enabled .v.Scroll to the end of the page, ensure that the Generate new password and notify user immediately check box is selected, and click Save .The user account is now created, and a verification email is sent.vi.Click the Verify Account button in the email message from Salesforce.You're redirected to the Salesforce instance to set a password for the new user account.vii.Set a password and note down the same.Subsequently, you're signed in to the Salesforce instance with the new account.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.
i.On the New User page, enter the first and last name of the user.For example, Integration User05 .ii.In the Email field, enter a valid email address.Note that the email address you enter is automatically populated in the Username field.Note the username.iii.In the User License field, select Salesforce .iv.In the Profile field, select the profile you created previously, that is, API Enabled .v.Scroll to the end of the page, ensure that the Generate new password and notify user immediately check box is selected, and click Save .The user account is now created, and a verification email is sent.vi.Click the Verify Account button in the email message from Salesforce.You're redirected to the Salesforce instance to set a password for the new user account.vii.Set a password and note down the same.Subsequently, you're signed in to the Salesforce instance with the new account.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .
For example, Integration User05 .ii.In the Email field, enter a valid email address.Note that the email address you enter is automatically populated in the Username field.Note the username.iii.In the User License field, select Salesforce .iv.In the Profile field, select the profile you created previously, that is, API Enabled .v.Scroll to the end of the page, ensure that the Generate new password and notify user immediately check box is selected, and click Save .The user account is now created, and a verification email is sent.vi.Click the Verify Account button in the email message from Salesforce.You're redirected to the Salesforce instance to set a password for the new user account.vii.Set a password and note down the same.Subsequently, you're signed in to the Salesforce instance with the new account.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .d.Generate a security token for the new user account.
ii.In the Email field, enter a valid email address.Note that the email address you enter is automatically populated in the Username field.Note the username.iii.In the User License field, select Salesforce .iv.In the Profile field, select the profile you created previously, that is, API Enabled .v.Scroll to the end of the page, ensure that the Generate new password and notify user immediately check box is selected, and click Save .The user account is now created, and a verification email is sent.vi.Click the Verify Account button in the email message from Salesforce.You're redirected to the Salesforce instance to set a password for the new user account.vii.Set a password and note down the same.Subsequently, you're signed in to the Salesforce instance with the new account.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .d.Generate a security token for the new user account.You'll need this security token along with the password to access Salesforce using Oracle Integration.
Note that the email address you enter is automatically populated in the Username field.Note the username.iii.In the User License field, select Salesforce .iv.In the Profile field, select the profile you created previously, that is, API Enabled .v.Scroll to the end of the page, ensure that the Generate new password and notify user immediately check box is selected, and click Save .The user account is now created, and a verification email is sent.vi.Click the Verify Account button in the email message from Salesforce.You're redirected to the Salesforce instance to set a password for the new user account.vii.Set a password and note down the same.Subsequently, you're signed in to the Salesforce instance with the new account.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .d.Generate a security token for the new user account.You'll need this security token along with the password to access Salesforce using Oracle Integration.i.Stay signed in as the new user, and click the user name at the top of the page to open a menu.
Note the username.iii.In the User License field, select Salesforce .iv.In the Profile field, select the profile you created previously, that is, API Enabled .v.Scroll to the end of the page, ensure that the Generate new password and notify user immediately check box is selected, and click Save .The user account is now created, and a verification email is sent.vi.Click the Verify Account button in the email message from Salesforce.You're redirected to the Salesforce instance to set a password for the new user account.vii.Set a password and note down the same.Subsequently, you're signed in to the Salesforce instance with the new account.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .d.Generate a security token for the new user account.You'll need this security token along with the password to access Salesforce using Oracle Integration.i.Stay signed in as the new user, and click the user name at the top of the page to open a menu.ii.Click My Settings from the menu.
iii.In the User License field, select Salesforce .iv.In the Profile field, select the profile you created previously, that is, API Enabled .v.Scroll to the end of the page, ensure that the Generate new password and notify user immediately check box is selected, and click Save .The user account is now created, and a verification email is sent.vi.Click the Verify Account button in the email message from Salesforce.You're redirected to the Salesforce instance to set a password for the new user account.vii.Set a password and note down the same.Subsequently, you're signed in to the Salesforce instance with the new account.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .d.Generate a security token for the new user account.You'll need this security token along with the password to access Salesforce using Oracle Integration.i.Stay signed in as the new user, and click the user name at the top of the page to open a menu.ii.Click My Settings from the menu.iii.On the My Settings page, under the Quick Links section, click Edit my personal information .Appendix A Customer Relationship Management (CRM) Recipes A-118iv.On the left navigation pane of the resulting page, click Reset My Security Token .
iv.In the Profile field, select the profile you created previously, that is, API Enabled .v.Scroll to the end of the page, ensure that the Generate new password and notify user immediately check box is selected, and click Save .The user account is now created, and a verification email is sent.vi.Click the Verify Account button in the email message from Salesforce.You're redirected to the Salesforce instance to set a password for the new user account.vii.Set a password and note down the same.Subsequently, you're signed in to the Salesforce instance with the new account.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .d.Generate a security token for the new user account.You'll need this security token along with the password to access Salesforce using Oracle Integration.i.Stay signed in as the new user, and click the user name at the top of the page to open a menu.ii.Click My Settings from the menu.iii.On the My Settings page, under the Quick Links section, click Edit my personal information .Appendix A Customer Relationship Management (CRM) Recipes A-118iv.On the left navigation pane of the resulting page, click Reset My Security Token .v.Select the Reset Security Token button.
v.Scroll to the end of the page, ensure that the Generate new password and notify user immediately check box is selected, and click Save .The user account is now created, and a verification email is sent.vi.Click the Verify Account button in the email message from Salesforce.You're redirected to the Salesforce instance to set a password for the new user account.vii.Set a password and note down the same.Subsequently, you're signed in to the Salesforce instance with the new account.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .d.Generate a security token for the new user account.You'll need this security token along with the password to access Salesforce using Oracle Integration.i.Stay signed in as the new user, and click the user name at the top of the page to open a menu.ii.Click My Settings from the menu.iii.On the My Settings page, under the Quick Links section, click Edit my personal information .Appendix A Customer Relationship Management (CRM) Recipes A-118iv.On the left navigation pane of the resulting page, click Reset My Security Token .v.Select the Reset Security Token button.A new security token is sent to the email address associated with the account.
The user account is now created, and a verification email is sent.vi.Click the Verify Account button in the email message from Salesforce.You're redirected to the Salesforce instance to set a password for the new user account.vii.Set a password and note down the same.Subsequently, you're signed in to the Salesforce instance with the new account.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .d.Generate a security token for the new user account.You'll need this security token along with the password to access Salesforce using Oracle Integration.i.Stay signed in as the new user, and click the user name at the top of the page to open a menu.ii.Click My Settings from the menu.iii.On the My Settings page, under the Quick Links section, click Edit my personal information .Appendix A Customer Relationship Management (CRM) Recipes A-118iv.On the left navigation pane of the resulting page, click Reset My Security Token .v.Select the Reset Security Token button.A new security token is sent to the email address associated with the account.Note down the security token.
vi.Click the Verify Account button in the email message from Salesforce.You're redirected to the Salesforce instance to set a password for the new user account.vii.Set a password and note down the same.Subsequently, you're signed in to the Salesforce instance with the new account.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .d.Generate a security token for the new user account.You'll need this security token along with the password to access Salesforce using Oracle Integration.i.Stay signed in as the new user, and click the user name at the top of the page to open a menu.ii.Click My Settings from the menu.iii.On the My Settings page, under the Quick Links section, click Edit my personal information .Appendix A Customer Relationship Management (CRM) Recipes A-118iv.On the left navigation pane of the resulting page, click Reset My Security Token .v.Select the Reset Security Token button.A new security token is sent to the email address associated with the account.Note down the security token.vi.On the Salesforce instance, click the user name again and select Logout from the menu.
You're redirected to the Salesforce instance to set a password for the new user account.vii.Set a password and note down the same.Subsequently, you're signed in to the Salesforce instance with the new account.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .d.Generate a security token for the new user account.You'll need this security token along with the password to access Salesforce using Oracle Integration.i.Stay signed in as the new user, and click the user name at the top of the page to open a menu.ii.Click My Settings from the menu.iii.On the My Settings page, under the Quick Links section, click Edit my personal information .Appendix A Customer Relationship Management (CRM) Recipes A-118iv.On the left navigation pane of the resulting page, click Reset My Security Token .v.Select the Reset Security Token button.A new security token is sent to the email address associated with the account.Note down the security token.vi.On the Salesforce instance, click the user name again and select Logout from the menu.Log back in as the Administrator .
vii.Set a password and note down the same.Subsequently, you're signed in to the Salesforce instance with the new account.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .d.Generate a security token for the new user account.You'll need this security token along with the password to access Salesforce using Oracle Integration.i.Stay signed in as the new user, and click the user name at the top of the page to open a menu.ii.Click My Settings from the menu.iii.On the My Settings page, under the Quick Links section, click Edit my personal information .Appendix A Customer Relationship Management (CRM) Recipes A-118iv.On the left navigation pane of the resulting page, click Reset My Security Token .v.Select the Reset Security Token button.A new security token is sent to the email address associated with the account.Note down the security token.vi.On the Salesforce instance, click the user name again and select Logout from the menu.Log back in as the Administrator .3.Identify your current Salesforce API version.
Subsequently, you're signed in to the Salesforce instance with the new account.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .d.Generate a security token for the new user account.You'll need this security token along with the password to access Salesforce using Oracle Integration.i.Stay signed in as the new user, and click the user name at the top of the page to open a menu.ii.Click My Settings from the menu.iii.On the My Settings page, under the Quick Links section, click Edit my personal information .Appendix A Customer Relationship Management (CRM) Recipes A-118iv.On the left navigation pane of the resulting page, click Reset My Security Token .v.Select the Reset Security Token button.A new security token is sent to the email address associated with the account.Note down the security token.vi.On the Salesforce instance, click the user name again and select Logout from the menu.Log back in as the Administrator .3.Identify your current Salesforce API version.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.
Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .d.Generate a security token for the new user account.You'll need this security token along with the password to access Salesforce using Oracle Integration.i.Stay signed in as the new user, and click the user name at the top of the page to open a menu.ii.Click My Settings from the menu.iii.On the My Settings page, under the Quick Links section, click Edit my personal information .Appendix A Customer Relationship Management (CRM) Recipes A-118iv.On the left navigation pane of the resulting page, click Reset My Security Token .v.Select the Reset Security Token button.A new security token is sent to the email address associated with the account.Note down the security token.vi.On the Salesforce instance, click the user name again and select Logout from the menu.Log back in as the Administrator .3.Identify your current Salesforce API version.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Develop , and then click API.
See Toggle or switch between Lightning Experience and Salesforce Classic .d.Generate a security token for the new user account.You'll need this security token along with the password to access Salesforce using Oracle Integration.i.Stay signed in as the new user, and click the user name at the top of the page to open a menu.ii.Click My Settings from the menu.iii.On the My Settings page, under the Quick Links section, click Edit my personal information .Appendix A Customer Relationship Management (CRM) Recipes A-118iv.On the left navigation pane of the resulting page, click Reset My Security Token .v.Select the Reset Security Token button.A new security token is sent to the email address associated with the account.Note down the security token.vi.On the Salesforce instance, click the user name again and select Logout from the menu.Log back in as the Administrator .3.Identify your current Salesforce API version.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Develop , and then click API.b.On the API WSDL page, click the Generate Enterprise WSDL link.
d.Generate a security token for the new user account.You'll need this security token along with the password to access Salesforce using Oracle Integration.i.Stay signed in as the new user, and click the user name at the top of the page to open a menu.ii.Click My Settings from the menu.iii.On the My Settings page, under the Quick Links section, click Edit my personal information .Appendix A Customer Relationship Management (CRM) Recipes A-118iv.On the left navigation pane of the resulting page, click Reset My Security Token .v.Select the Reset Security Token button.A new security token is sent to the email address associated with the account.Note down the security token.vi.On the Salesforce instance, click the user name again and select Logout from the menu.Log back in as the Administrator .3.Identify your current Salesforce API version.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Develop , and then click API.b.On the API WSDL page, click the Generate Enterprise WSDL link.The WSDL is displayed in a new browser tab, and your current API version is present in the second line.
You'll need this security token along with the password to access Salesforce using Oracle Integration.i.Stay signed in as the new user, and click the user name at the top of the page to open a menu.ii.Click My Settings from the menu.iii.On the My Settings page, under the Quick Links section, click Edit my personal information .Appendix A Customer Relationship Management (CRM) Recipes A-118iv.On the left navigation pane of the resulting page, click Reset My Security Token .v.Select the Reset Security Token button.A new security token is sent to the email address associated with the account.Note down the security token.vi.On the Salesforce instance, click the user name again and select Logout from the menu.Log back in as the Administrator .3.Identify your current Salesforce API version.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Develop , and then click API.b.On the API WSDL page, click the Generate Enterprise WSDL link.The WSDL is displayed in a new browser tab, and your current API version is present in the second line.For example: Salesforce.com Enterprise Web Services API Version 52.0 c.Note down the API version.
i.Stay signed in as the new user, and click the user name at the top of the page to open a menu.ii.Click My Settings from the menu.iii.On the My Settings page, under the Quick Links section, click Edit my personal information .Appendix A Customer Relationship Management (CRM) Recipes A-118iv.On the left navigation pane of the resulting page, click Reset My Security Token .v.Select the Reset Security Token button.A new security token is sent to the email address associated with the account.Note down the security token.vi.On the Salesforce instance, click the user name again and select Logout from the menu.Log back in as the Administrator .3.Identify your current Salesforce API version.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Develop , and then click API.b.On the API WSDL page, click the Generate Enterprise WSDL link.The WSDL is displayed in a new browser tab, and your current API version is present in the second line.For example: Salesforce.com Enterprise Web Services API Version 52.0 c.Note down the API version.4.Identify your Salesforce instance type.
ii.Click My Settings from the menu.iii.On the My Settings page, under the Quick Links section, click Edit my personal information .Appendix A Customer Relationship Management (CRM) Recipes A-118iv.On the left navigation pane of the resulting page, click Reset My Security Token .v.Select the Reset Security Token button.A new security token is sent to the email address associated with the account.Note down the security token.vi.On the Salesforce instance, click the user name again and select Logout from the menu.Log back in as the Administrator .3.Identify your current Salesforce API version.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Develop , and then click API.b.On the API WSDL page, click the Generate Enterprise WSDL link.The WSDL is displayed in a new browser tab, and your current API version is present in the second line.For example: Salesforce.com Enterprise Web Services API Version 52.0 c.Note down the API version.4.Identify your Salesforce instance type.a.If you use the URL https://login.salesforce.com to log in to your Salesforce account, your instance type is Production .
iii.On the My Settings page, under the Quick Links section, click Edit my personal information .Appendix A Customer Relationship Management (CRM) Recipes A-118iv.On the left navigation pane of the resulting page, click Reset My Security Token .v.Select the Reset Security Token button.A new security token is sent to the email address associated with the account.Note down the security token.vi.On the Salesforce instance, click the user name again and select Logout from the menu.Log back in as the Administrator .3.Identify your current Salesforce API version.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Develop , and then click API.b.On the API WSDL page, click the Generate Enterprise WSDL link.The WSDL is displayed in a new browser tab, and your current API version is present in the second line.For example: Salesforce.com Enterprise Web Services API Version 52.0 c.Note down the API version.4.Identify your Salesforce instance type.a.If you use the URL https://login.salesforce.com to log in to your Salesforce account, your instance type is Production .b.If you use the URL https://test.salesforce.com to log in to your Salesforce account, your instance type is Sandbox .
v.Select the Reset Security Token button.A new security token is sent to the email address associated with the account.Note down the security token.vi.On the Salesforce instance, click the user name again and select Logout from the menu.Log back in as the Administrator .3.Identify your current Salesforce API version.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Develop , and then click API.b.On the API WSDL page, click the Generate Enterprise WSDL link.The WSDL is displayed in a new browser tab, and your current API version is present in the second line.For example: Salesforce.com Enterprise Web Services API Version 52.0 c.Note down the API version.4.Identify your Salesforce instance type.a.If you use the URL https://login.salesforce.com to log in to your Salesforce account, your instance type is Production .b.If you use the URL https://test.salesforce.com to log in to your Salesforce account, your instance type is Sandbox .5.Identify the Salesforce ID for the Standard Price Book.
A new security token is sent to the email address associated with the account.Note down the security token.vi.On the Salesforce instance, click the user name again and select Logout from the menu.Log back in as the Administrator .3.Identify your current Salesforce API version.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Develop , and then click API.b.On the API WSDL page, click the Generate Enterprise WSDL link.The WSDL is displayed in a new browser tab, and your current API version is present in the second line.For example: Salesforce.com Enterprise Web Services API Version 52.0 c.Note down the API version.4.Identify your Salesforce instance type.a.If you use the URL https://login.salesforce.com to log in to your Salesforce account, your instance type is Production .b.If you use the URL https://test.salesforce.com to log in to your Salesforce account, your instance type is Sandbox .5.Identify the Salesforce ID for the Standard Price Book.a.On the Salesforce Setup page, click the Products tab.
Note down the security token.vi.On the Salesforce instance, click the user name again and select Logout from the menu.Log back in as the Administrator .3.Identify your current Salesforce API version.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Develop , and then click API.b.On the API WSDL page, click the Generate Enterprise WSDL link.The WSDL is displayed in a new browser tab, and your current API version is present in the second line.For example: Salesforce.com Enterprise Web Services API Version 52.0 c.Note down the API version.4.Identify your Salesforce instance type.a.If you use the URL https://login.salesforce.com to log in to your Salesforce account, your instance type is Production .b.If you use the URL https://test.salesforce.com to log in to your Salesforce account, your instance type is Sandbox .5.Identify the Salesforce ID for the Standard Price Book.a.On the Salesforce Setup page, click the Products tab.b.Scroll to the Maintenance section and click Manage Price Books .
vi.On the Salesforce instance, click the user name again and select Logout from the menu.Log back in as the Administrator .3.Identify your current Salesforce API version.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Develop , and then click API.b.On the API WSDL page, click the Generate Enterprise WSDL link.The WSDL is displayed in a new browser tab, and your current API version is present in the second line.For example: Salesforce.com Enterprise Web Services API Version 52.0 c.Note down the API version.4.Identify your Salesforce instance type.a.If you use the URL https://login.salesforce.com to log in to your Salesforce account, your instance type is Production .b.If you use the URL https://test.salesforce.com to log in to your Salesforce account, your instance type is Sandbox .5.Identify the Salesforce ID for the Standard Price Book.a.On the Salesforce Setup page, click the Products tab.b.Scroll to the Maintenance section and click Manage Price Books .c.On the resultant Price Books page, click Standard Price Book in the Price Book Name column.
Log back in as the Administrator .3.Identify your current Salesforce API version.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Develop , and then click API.b.On the API WSDL page, click the Generate Enterprise WSDL link.The WSDL is displayed in a new browser tab, and your current API version is present in the second line.For example: Salesforce.com Enterprise Web Services API Version 52.0 c.Note down the API version.4.Identify your Salesforce instance type.a.If you use the URL https://login.salesforce.com to log in to your Salesforce account, your instance type is Production .b.If you use the URL https://test.salesforce.com to log in to your Salesforce account, your instance type is Sandbox .5.Identify the Salesforce ID for the Standard Price Book.a.On the Salesforce Setup page, click the Products tab.b.Scroll to the Maintenance section and click Manage Price Books .c.On the resultant Price Books page, click Standard Price Book in the Price Book Name column.The Standard Price Book details page appears.
3.Identify your current Salesforce API version.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Develop , and then click API.b.On the API WSDL page, click the Generate Enterprise WSDL link.The WSDL is displayed in a new browser tab, and your current API version is present in the second line.For example: Salesforce.com Enterprise Web Services API Version 52.0 c.Note down the API version.4.Identify your Salesforce instance type.a.If you use the URL https://login.salesforce.com to log in to your Salesforce account, your instance type is Production .b.If you use the URL https://test.salesforce.com to log in to your Salesforce account, your instance type is Sandbox .5.Identify the Salesforce ID for the Standard Price Book.a.On the Salesforce Setup page, click the Products tab.b.Scroll to the Maintenance section and click Manage Price Books .c.On the resultant Price Books page, click Standard Price Book in the Price Book Name column.The Standard Price Book details page appears.d.Locate the 15 character Salesforce ID in the Standard Procice Book page's URL.
a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Develop , and then click API.b.On the API WSDL page, click the Generate Enterprise WSDL link.The WSDL is displayed in a new browser tab, and your current API version is present in the second line.For example: Salesforce.com Enterprise Web Services API Version 52.0 c.Note down the API version.4.Identify your Salesforce instance type.a.If you use the URL https://login.salesforce.com to log in to your Salesforce account, your instance type is Production .b.If you use the URL https://test.salesforce.com to log in to your Salesforce account, your instance type is Sandbox .5.Identify the Salesforce ID for the Standard Price Book.a.On the Salesforce Setup page, click the Products tab.b.Scroll to the Maintenance section and click Manage Price Books .c.On the resultant Price Books page, click Standard Price Book in the Price Book Name column.The Standard Price Book details page appears.d.Locate the 15 character Salesforce ID in the Standard Procice Book page's URL.For example, if the URL is https://<instance name>.my.salesforce.com/ 01s0o75956AleUQ , then the Salesforce ID is 01s0o75956AleUQ .
ii.Expand Develop , and then click API.b.On the API WSDL page, click the Generate Enterprise WSDL link.The WSDL is displayed in a new browser tab, and your current API version is present in the second line.For example: Salesforce.com Enterprise Web Services API Version 52.0 c.Note down the API version.4.Identify your Salesforce instance type.a.If you use the URL https://login.salesforce.com to log in to your Salesforce account, your instance type is Production .b.If you use the URL https://test.salesforce.com to log in to your Salesforce account, your instance type is Sandbox .5.Identify the Salesforce ID for the Standard Price Book.a.On the Salesforce Setup page, click the Products tab.b.Scroll to the Maintenance section and click Manage Price Books .c.On the resultant Price Books page, click Standard Price Book in the Price Book Name column.The Standard Price Book details page appears.d.Locate the 15 character Salesforce ID in the Standard Procice Book page's URL.For example, if the URL is https://<instance name>.my.salesforce.com/ 01s0o75956AleUQ , then the Salesforce ID is 01s0o75956AleUQ .Note the Salesforce ID.
b.On the API WSDL page, click the Generate Enterprise WSDL link.The WSDL is displayed in a new browser tab, and your current API version is present in the second line.For example: Salesforce.com Enterprise Web Services API Version 52.0 c.Note down the API version.4.Identify your Salesforce instance type.a.If you use the URL https://login.salesforce.com to log in to your Salesforce account, your instance type is Production .b.If you use the URL https://test.salesforce.com to log in to your Salesforce account, your instance type is Sandbox .5.Identify the Salesforce ID for the Standard Price Book.a.On the Salesforce Setup page, click the Products tab.b.Scroll to the Maintenance section and click Manage Price Books .c.On the resultant Price Books page, click Standard Price Book in the Price Book Name column.The Standard Price Book details page appears.d.Locate the 15 character Salesforce ID in the Standard Procice Book page's URL.For example, if the URL is https://<instance name>.my.salesforce.com/ 01s0o75956AleUQ , then the Salesforce ID is 01s0o75956AleUQ .Note the Salesforce ID.You'll require it when you configure the lookup table in Oracle Integration.
The WSDL is displayed in a new browser tab, and your current API version is present in the second line.For example: Salesforce.com Enterprise Web Services API Version 52.0 c.Note down the API version.4.Identify your Salesforce instance type.a.If you use the URL https://login.salesforce.com to log in to your Salesforce account, your instance type is Production .b.If you use the URL https://test.salesforce.com to log in to your Salesforce account, your instance type is Sandbox .5.Identify the Salesforce ID for the Standard Price Book.a.On the Salesforce Setup page, click the Products tab.b.Scroll to the Maintenance section and click Manage Price Books .c.On the resultant Price Books page, click Standard Price Book in the Price Book Name column.The Standard Price Book details page appears.d.Locate the 15 character Salesforce ID in the Standard Procice Book page's URL.For example, if the URL is https://<instance name>.my.salesforce.com/ 01s0o75956AleUQ , then the Salesforce ID is 01s0o75956AleUQ .Note the Salesforce ID.You'll require it when you configure the lookup table in Oracle Integration.6.Configure the lookup value for Oracle CPQ Cloud.
For example: Salesforce.com Enterprise Web Services API Version 52.0 c.Note down the API version.4.Identify your Salesforce instance type.a.If you use the URL https://login.salesforce.com to log in to your Salesforce account, your instance type is Production .b.If you use the URL https://test.salesforce.com to log in to your Salesforce account, your instance type is Sandbox .5.Identify the Salesforce ID for the Standard Price Book.a.On the Salesforce Setup page, click the Products tab.b.Scroll to the Maintenance section and click Manage Price Books .c.On the resultant Price Books page, click Standard Price Book in the Price Book Name column.The Standard Price Book details page appears.d.Locate the 15 character Salesforce ID in the Standard Procice Book page's URL.For example, if the URL is https://<instance name>.my.salesforce.com/ 01s0o75956AleUQ , then the Salesforce ID is 01s0o75956AleUQ .Note the Salesforce ID.You'll require it when you configure the lookup table in Oracle Integration.6.Configure the lookup value for Oracle CPQ Cloud.a.In the left navigation pane of the Salesforce Setup page, scroll to the Build section, expand Customize , then Quotes , and then click Fields .
4.Identify your Salesforce instance type.a.If you use the URL https://login.salesforce.com to log in to your Salesforce account, your instance type is Production .b.If you use the URL https://test.salesforce.com to log in to your Salesforce account, your instance type is Sandbox .5.Identify the Salesforce ID for the Standard Price Book.a.On the Salesforce Setup page, click the Products tab.b.Scroll to the Maintenance section and click Manage Price Books .c.On the resultant Price Books page, click Standard Price Book in the Price Book Name column.The Standard Price Book details page appears.d.Locate the 15 character Salesforce ID in the Standard Procice Book page's URL.For example, if the URL is https://<instance name>.my.salesforce.com/ 01s0o75956AleUQ , then the Salesforce ID is 01s0o75956AleUQ .Note the Salesforce ID.You'll require it when you configure the lookup table in Oracle Integration.6.Configure the lookup value for Oracle CPQ Cloud.a.In the left navigation pane of the Salesforce Setup page, scroll to the Build section, expand Customize , then Quotes , and then click Fields .b.On the resultant Quote Fields page, scroll to the Quote Custom Fields & Relationships section and click New.
a.If you use the URL https://login.salesforce.com to log in to your Salesforce account, your instance type is Production .b.If you use the URL https://test.salesforce.com to log in to your Salesforce account, your instance type is Sandbox .5.Identify the Salesforce ID for the Standard Price Book.a.On the Salesforce Setup page, click the Products tab.b.Scroll to the Maintenance section and click Manage Price Books .c.On the resultant Price Books page, click Standard Price Book in the Price Book Name column.The Standard Price Book details page appears.d.Locate the 15 character Salesforce ID in the Standard Procice Book page's URL.For example, if the URL is https://<instance name>.my.salesforce.com/ 01s0o75956AleUQ , then the Salesforce ID is 01s0o75956AleUQ .Note the Salesforce ID.You'll require it when you configure the lookup table in Oracle Integration.6.Configure the lookup value for Oracle CPQ Cloud.a.In the left navigation pane of the Salesforce Setup page, scroll to the Build section, expand Customize , then Quotes , and then click Fields .b.On the resultant Quote Fields page, scroll to the Quote Custom Fields & Relationships section and click New.c.On the New Custom Field page, select the Text radio button and click Next .
b.If you use the URL https://test.salesforce.com to log in to your Salesforce account, your instance type is Sandbox .5.Identify the Salesforce ID for the Standard Price Book.a.On the Salesforce Setup page, click the Products tab.b.Scroll to the Maintenance section and click Manage Price Books .c.On the resultant Price Books page, click Standard Price Book in the Price Book Name column.The Standard Price Book details page appears.d.Locate the 15 character Salesforce ID in the Standard Procice Book page's URL.For example, if the URL is https://<instance name>.my.salesforce.com/ 01s0o75956AleUQ , then the Salesforce ID is 01s0o75956AleUQ .Note the Salesforce ID.You'll require it when you configure the lookup table in Oracle Integration.6.Configure the lookup value for Oracle CPQ Cloud.a.In the left navigation pane of the Salesforce Setup page, scroll to the Build section, expand Customize , then Quotes , and then click Fields .b.On the resultant Quote Fields page, scroll to the Quote Custom Fields & Relationships section and click New.c.On the New Custom Field page, select the Text radio button and click Next .d.Enter the following details for the new custom field and click Next :Appendix A Customer Relationship Management (CRM) Recipes A-119Field Information to Enter Field Label Enter the field name.
5.Identify the Salesforce ID for the Standard Price Book.a.On the Salesforce Setup page, click the Products tab.b.Scroll to the Maintenance section and click Manage Price Books .c.On the resultant Price Books page, click Standard Price Book in the Price Book Name column.The Standard Price Book details page appears.d.Locate the 15 character Salesforce ID in the Standard Procice Book page's URL.For example, if the URL is https://<instance name>.my.salesforce.com/ 01s0o75956AleUQ , then the Salesforce ID is 01s0o75956AleUQ .Note the Salesforce ID.You'll require it when you configure the lookup table in Oracle Integration.6.Configure the lookup value for Oracle CPQ Cloud.a.In the left navigation pane of the Salesforce Setup page, scroll to the Build section, expand Customize , then Quotes , and then click Fields .b.On the resultant Quote Fields page, scroll to the Quote Custom Fields & Relationships section and click New.c.On the New Custom Field page, select the Text radio button and click Next .d.Enter the following details for the new custom field and click Next :Appendix A Customer Relationship Management (CRM) Recipes A-119Field Information to Enter Field Label Enter the field name.For example, TransactionId_CPQ .
a.On the Salesforce Setup page, click the Products tab.b.Scroll to the Maintenance section and click Manage Price Books .c.On the resultant Price Books page, click Standard Price Book in the Price Book Name column.The Standard Price Book details page appears.d.Locate the 15 character Salesforce ID in the Standard Procice Book page's URL.For example, if the URL is https://<instance name>.my.salesforce.com/ 01s0o75956AleUQ , then the Salesforce ID is 01s0o75956AleUQ .Note the Salesforce ID.You'll require it when you configure the lookup table in Oracle Integration.6.Configure the lookup value for Oracle CPQ Cloud.a.In the left navigation pane of the Salesforce Setup page, scroll to the Build section, expand Customize , then Quotes , and then click Fields .b.On the resultant Quote Fields page, scroll to the Quote Custom Fields & Relationships section and click New.c.On the New Custom Field page, select the Text radio button and click Next .d.Enter the following details for the new custom field and click Next :Appendix A Customer Relationship Management (CRM) Recipes A-119Field Information to Enter Field Label Enter the field name.For example, TransactionId_CPQ .Length Enter the maximum length that you want to allow for the text field.
b.Scroll to the Maintenance section and click Manage Price Books .c.On the resultant Price Books page, click Standard Price Book in the Price Book Name column.The Standard Price Book details page appears.d.Locate the 15 character Salesforce ID in the Standard Procice Book page's URL.For example, if the URL is https://<instance name>.my.salesforce.com/ 01s0o75956AleUQ , then the Salesforce ID is 01s0o75956AleUQ .Note the Salesforce ID.You'll require it when you configure the lookup table in Oracle Integration.6.Configure the lookup value for Oracle CPQ Cloud.a.In the left navigation pane of the Salesforce Setup page, scroll to the Build section, expand Customize , then Quotes , and then click Fields .b.On the resultant Quote Fields page, scroll to the Quote Custom Fields & Relationships section and click New.c.On the New Custom Field page, select the Text radio button and click Next .d.Enter the following details for the new custom field and click Next :Appendix A Customer Relationship Management (CRM) Recipes A-119Field Information to Enter Field Label Enter the field name.For example, TransactionId_CPQ .Length Enter the maximum length that you want to allow for the text field.For example, 255.
c.On the resultant Price Books page, click Standard Price Book in the Price Book Name column.The Standard Price Book details page appears.d.Locate the 15 character Salesforce ID in the Standard Procice Book page's URL.For example, if the URL is https://<instance name>.my.salesforce.com/ 01s0o75956AleUQ , then the Salesforce ID is 01s0o75956AleUQ .Note the Salesforce ID.You'll require it when you configure the lookup table in Oracle Integration.6.Configure the lookup value for Oracle CPQ Cloud.a.In the left navigation pane of the Salesforce Setup page, scroll to the Build section, expand Customize , then Quotes , and then click Fields .b.On the resultant Quote Fields page, scroll to the Quote Custom Fields & Relationships section and click New.c.On the New Custom Field page, select the Text radio button and click Next .d.Enter the following details for the new custom field and click Next :Appendix A Customer Relationship Management (CRM) Recipes A-119Field Information to Enter Field Label Enter the field name.For example, TransactionId_CPQ .Length Enter the maximum length that you want to allow for the text field.For example, 255.Field Name This field is automatically populated.
The Standard Price Book details page appears.d.Locate the 15 character Salesforce ID in the Standard Procice Book page's URL.For example, if the URL is https://<instance name>.my.salesforce.com/ 01s0o75956AleUQ , then the Salesforce ID is 01s0o75956AleUQ .Note the Salesforce ID.You'll require it when you configure the lookup table in Oracle Integration.6.Configure the lookup value for Oracle CPQ Cloud.a.In the left navigation pane of the Salesforce Setup page, scroll to the Build section, expand Customize , then Quotes , and then click Fields .b.On the resultant Quote Fields page, scroll to the Quote Custom Fields & Relationships section and click New.c.On the New Custom Field page, select the Text radio button and click Next .d.Enter the following details for the new custom field and click Next :Appendix A Customer Relationship Management (CRM) Recipes A-119Field Information to Enter Field Label Enter the field name.For example, TransactionId_CPQ .Length Enter the maximum length that you want to allow for the text field.For example, 255.Field Name This field is automatically populated.Description If required, enter a description for the custom field.
d.Locate the 15 character Salesforce ID in the Standard Procice Book page's URL.For example, if the URL is https://<instance name>.my.salesforce.com/ 01s0o75956AleUQ , then the Salesforce ID is 01s0o75956AleUQ .Note the Salesforce ID.You'll require it when you configure the lookup table in Oracle Integration.6.Configure the lookup value for Oracle CPQ Cloud.a.In the left navigation pane of the Salesforce Setup page, scroll to the Build section, expand Customize , then Quotes , and then click Fields .b.On the resultant Quote Fields page, scroll to the Quote Custom Fields & Relationships section and click New.c.On the New Custom Field page, select the Text radio button and click Next .d.Enter the following details for the new custom field and click Next :Appendix A Customer Relationship Management (CRM) Recipes A-119Field Information to Enter Field Label Enter the field name.For example, TransactionId_CPQ .Length Enter the maximum length that you want to allow for the text field.For example, 255.Field Name This field is automatically populated.Description If required, enter a description for the custom field.e.On the Establish field-level security page, select Visible and click Next .
For example, if the URL is https://<instance name>.my.salesforce.com/ 01s0o75956AleUQ , then the Salesforce ID is 01s0o75956AleUQ .Note the Salesforce ID.You'll require it when you configure the lookup table in Oracle Integration.6.Configure the lookup value for Oracle CPQ Cloud.a.In the left navigation pane of the Salesforce Setup page, scroll to the Build section, expand Customize , then Quotes , and then click Fields .b.On the resultant Quote Fields page, scroll to the Quote Custom Fields & Relationships section and click New.c.On the New Custom Field page, select the Text radio button and click Next .d.Enter the following details for the new custom field and click Next :Appendix A Customer Relationship Management (CRM) Recipes A-119Field Information to Enter Field Label Enter the field name.For example, TransactionId_CPQ .Length Enter the maximum length that you want to allow for the text field.For example, 255.Field Name This field is automatically populated.Description If required, enter a description for the custom field.e.On the Establish field-level security page, select Visible and click Next .f.Leave all check boxes selected in the next page, and click Save .
Note the Salesforce ID.You'll require it when you configure the lookup table in Oracle Integration.6.Configure the lookup value for Oracle CPQ Cloud.a.In the left navigation pane of the Salesforce Setup page, scroll to the Build section, expand Customize , then Quotes , and then click Fields .b.On the resultant Quote Fields page, scroll to the Quote Custom Fields & Relationships section and click New.c.On the New Custom Field page, select the Text radio button and click Next .d.Enter the following details for the new custom field and click Next :Appendix A Customer Relationship Management (CRM) Recipes A-119Field Information to Enter Field Label Enter the field name.For example, TransactionId_CPQ .Length Enter the maximum length that you want to allow for the text field.For example, 255.Field Name This field is automatically populated.Description If required, enter a description for the custom field.e.On the Establish field-level security page, select Visible and click Next .f.Leave all check boxes selected in the next page, and click Save .On the Quote Fields page, you can see the new custom field added under the Quote Custom Fields & Relationships section.
You'll require it when you configure the lookup table in Oracle Integration.6.Configure the lookup value for Oracle CPQ Cloud.a.In the left navigation pane of the Salesforce Setup page, scroll to the Build section, expand Customize , then Quotes , and then click Fields .b.On the resultant Quote Fields page, scroll to the Quote Custom Fields & Relationships section and click New.c.On the New Custom Field page, select the Text radio button and click Next .d.Enter the following details for the new custom field and click Next :Appendix A Customer Relationship Management (CRM) Recipes A-119Field Information to Enter Field Label Enter the field name.For example, TransactionId_CPQ .Length Enter the maximum length that you want to allow for the text field.For example, 255.Field Name This field is automatically populated.Description If required, enter a description for the custom field.e.On the Establish field-level security page, select Visible and click Next .f.Leave all check boxes selected in the next page, and click Save .On the Quote Fields page, you can see the new custom field added under the Quote Custom Fields & Relationships section.7.Configure the Salesforce platform event.
6.Configure the lookup value for Oracle CPQ Cloud.a.In the left navigation pane of the Salesforce Setup page, scroll to the Build section, expand Customize , then Quotes , and then click Fields .b.On the resultant Quote Fields page, scroll to the Quote Custom Fields & Relationships section and click New.c.On the New Custom Field page, select the Text radio button and click Next .d.Enter the following details for the new custom field and click Next :Appendix A Customer Relationship Management (CRM) Recipes A-119Field Information to Enter Field Label Enter the field name.For example, TransactionId_CPQ .Length Enter the maximum length that you want to allow for the text field.For example, 255.Field Name This field is automatically populated.Description If required, enter a description for the custom field.e.On the Establish field-level security page, select Visible and click Next .f.Leave all check boxes selected in the next page, and click Save .On the Quote Fields page, you can see the new custom field added under the Quote Custom Fields & Relationships section.7.Configure the Salesforce platform event.The platform event notifies external systems about changes to the Salesforce opportunity quote.
a.In the left navigation pane of the Salesforce Setup page, scroll to the Build section, expand Customize , then Quotes , and then click Fields .b.On the resultant Quote Fields page, scroll to the Quote Custom Fields & Relationships section and click New.c.On the New Custom Field page, select the Text radio button and click Next .d.Enter the following details for the new custom field and click Next :Appendix A Customer Relationship Management (CRM) Recipes A-119Field Information to Enter Field Label Enter the field name.For example, TransactionId_CPQ .Length Enter the maximum length that you want to allow for the text field.For example, 255.Field Name This field is automatically populated.Description If required, enter a description for the custom field.e.On the Establish field-level security page, select Visible and click Next .f.Leave all check boxes selected in the next page, and click Save .On the Quote Fields page, you can see the new custom field added under the Quote Custom Fields & Relationships section.7.Configure the Salesforce platform event.The platform event notifies external systems about changes to the Salesforce opportunity quote.a.In the left navigation pane of the Salesforce Setup page, scroll to the Build section, expand Develop , and then click Platform Events .
b.On the resultant Quote Fields page, scroll to the Quote Custom Fields & Relationships section and click New.c.On the New Custom Field page, select the Text radio button and click Next .d.Enter the following details for the new custom field and click Next :Appendix A Customer Relationship Management (CRM) Recipes A-119Field Information to Enter Field Label Enter the field name.For example, TransactionId_CPQ .Length Enter the maximum length that you want to allow for the text field.For example, 255.Field Name This field is automatically populated.Description If required, enter a description for the custom field.e.On the Establish field-level security page, select Visible and click Next .f.Leave all check boxes selected in the next page, and click Save .On the Quote Fields page, you can see the new custom field added under the Quote Custom Fields & Relationships section.7.Configure the Salesforce platform event.The platform event notifies external systems about changes to the Salesforce opportunity quote.a.In the left navigation pane of the Salesforce Setup page, scroll to the Build section, expand Develop , and then click Platform Events .b.On the Platform Events page, click New Platform Event .
c.On the New Custom Field page, select the Text radio button and click Next .d.Enter the following details for the new custom field and click Next :Appendix A Customer Relationship Management (CRM) Recipes A-119Field Information to Enter Field Label Enter the field name.For example, TransactionId_CPQ .Length Enter the maximum length that you want to allow for the text field.For example, 255.Field Name This field is automatically populated.Description If required, enter a description for the custom field.e.On the Establish field-level security page, select Visible and click Next .f.Leave all check boxes selected in the next page, and click Save .On the Quote Fields page, you can see the new custom field added under the Quote Custom Fields & Relationships section.7.Configure the Salesforce platform event.The platform event notifies external systems about changes to the Salesforce opportunity quote.a.In the left navigation pane of the Salesforce Setup page, scroll to the Build section, expand Develop , and then click Platform Events .b.On the Platform Events page, click New Platform Event .c.On the New Platform Event page, enter the following information: Field Information to Enter Label Enter the field label.
d.Enter the following details for the new custom field and click Next :Appendix A Customer Relationship Management (CRM) Recipes A-119Field Information to Enter Field Label Enter the field name.For example, TransactionId_CPQ .Length Enter the maximum length that you want to allow for the text field.For example, 255.Field Name This field is automatically populated.Description If required, enter a description for the custom field.e.On the Establish field-level security page, select Visible and click Next .f.Leave all check boxes selected in the next page, and click Save .On the Quote Fields page, you can see the new custom field added under the Quote Custom Fields & Relationships section.7.Configure the Salesforce platform event.The platform event notifies external systems about changes to the Salesforce opportunity quote.a.In the left navigation pane of the Salesforce Setup page, scroll to the Build section, expand Develop , and then click Platform Events .b.On the Platform Events page, click New Platform Event .c.On the New Platform Event page, enter the following information: Field Information to Enter Label Enter the field label.For example, TransactionId_CPQ .
For example, TransactionId_CPQ .Length Enter the maximum length that you want to allow for the text field.For example, 255.Field Name This field is automatically populated.Description If required, enter a description for the custom field.e.On the Establish field-level security page, select Visible and click Next .f.Leave all check boxes selected in the next page, and click Save .On the Quote Fields page, you can see the new custom field added under the Quote Custom Fields & Relationships section.7.Configure the Salesforce platform event.The platform event notifies external systems about changes to the Salesforce opportunity quote.a.In the left navigation pane of the Salesforce Setup page, scroll to the Build section, expand Develop , and then click Platform Events .b.On the Platform Events page, click New Platform Event .c.On the New Platform Event page, enter the following information: Field Information to Enter Label Enter the field label.For example, TransactionId_CPQ .Plural Enter the plural form of the field label.
Length Enter the maximum length that you want to allow for the text field.For example, 255.Field Name This field is automatically populated.Description If required, enter a description for the custom field.e.On the Establish field-level security page, select Visible and click Next .f.Leave all check boxes selected in the next page, and click Save .On the Quote Fields page, you can see the new custom field added under the Quote Custom Fields & Relationships section.7.Configure the Salesforce platform event.The platform event notifies external systems about changes to the Salesforce opportunity quote.a.In the left navigation pane of the Salesforce Setup page, scroll to the Build section, expand Develop , and then click Platform Events .b.On the Platform Events page, click New Platform Event .c.On the New Platform Event page, enter the following information: Field Information to Enter Label Enter the field label.For example, TransactionId_CPQ .Plural Enter the plural form of the field label.Object Name This field is automatically populated.
For example, 255.Field Name This field is automatically populated.Description If required, enter a description for the custom field.e.On the Establish field-level security page, select Visible and click Next .f.Leave all check boxes selected in the next page, and click Save .On the Quote Fields page, you can see the new custom field added under the Quote Custom Fields & Relationships section.7.Configure the Salesforce platform event.The platform event notifies external systems about changes to the Salesforce opportunity quote.a.In the left navigation pane of the Salesforce Setup page, scroll to the Build section, expand Develop , and then click Platform Events .b.On the Platform Events page, click New Platform Event .c.On the New Platform Event page, enter the following information: Field Information to Enter Label Enter the field label.For example, TransactionId_CPQ .Plural Enter the plural form of the field label.Object Name This field is automatically populated.Description If required, enter a description for the new platform event.
Field Name This field is automatically populated.Description If required, enter a description for the custom field.e.On the Establish field-level security page, select Visible and click Next .f.Leave all check boxes selected in the next page, and click Save .On the Quote Fields page, you can see the new custom field added under the Quote Custom Fields & Relationships section.7.Configure the Salesforce platform event.The platform event notifies external systems about changes to the Salesforce opportunity quote.a.In the left navigation pane of the Salesforce Setup page, scroll to the Build section, expand Develop , and then click Platform Events .b.On the Platform Events page, click New Platform Event .c.On the New Platform Event page, enter the following information: Field Information to Enter Label Enter the field label.For example, TransactionId_CPQ .Plural Enter the plural form of the field label.Object Name This field is automatically populated.Description If required, enter a description for the new platform event.Publish Behaviour Select one of the following options: Publish After Commit The event message is published only after a transaction commits successfully.
Description If required, enter a description for the custom field.e.On the Establish field-level security page, select Visible and click Next .f.Leave all check boxes selected in the next page, and click Save .On the Quote Fields page, you can see the new custom field added under the Quote Custom Fields & Relationships section.7.Configure the Salesforce platform event.The platform event notifies external systems about changes to the Salesforce opportunity quote.a.In the left navigation pane of the Salesforce Setup page, scroll to the Build section, expand Develop , and then click Platform Events .b.On the Platform Events page, click New Platform Event .c.On the New Platform Event page, enter the following information: Field Information to Enter Label Enter the field label.For example, TransactionId_CPQ .Plural Enter the plural form of the field label.Object Name This field is automatically populated.Description If required, enter a description for the new platform event.Publish Behaviour Select one of the following options: Publish After Commit The event message is published only after a transaction commits successfully.Subsequently, the subscriber receives the event message after the data is committed.
e.On the Establish field-level security page, select Visible and click Next .f.Leave all check boxes selected in the next page, and click Save .On the Quote Fields page, you can see the new custom field added under the Quote Custom Fields & Relationships section.7.Configure the Salesforce platform event.The platform event notifies external systems about changes to the Salesforce opportunity quote.a.In the left navigation pane of the Salesforce Setup page, scroll to the Build section, expand Develop , and then click Platform Events .b.On the Platform Events page, click New Platform Event .c.On the New Platform Event page, enter the following information: Field Information to Enter Label Enter the field label.For example, TransactionId_CPQ .Plural Enter the plural form of the field label.Object Name This field is automatically populated.Description If required, enter a description for the new platform event.Publish Behaviour Select one of the following options: Publish After Commit The event message is published only after a transaction commits successfully.Subsequently, the subscriber receives the event message after the data is committed.If the transaction fails, the event message isnt published.
f.Leave all check boxes selected in the next page, and click Save .On the Quote Fields page, you can see the new custom field added under the Quote Custom Fields & Relationships section.7.Configure the Salesforce platform event.The platform event notifies external systems about changes to the Salesforce opportunity quote.a.In the left navigation pane of the Salesforce Setup page, scroll to the Build section, expand Develop , and then click Platform Events .b.On the Platform Events page, click New Platform Event .c.On the New Platform Event page, enter the following information: Field Information to Enter Label Enter the field label.For example, TransactionId_CPQ .Plural Enter the plural form of the field label.Object Name This field is automatically populated.Description If required, enter a description for the new platform event.Publish Behaviour Select one of the following options: Publish After Commit The event message is published only after a transaction commits successfully.Subsequently, the subscriber receives the event message after the data is committed.If the transaction fails, the event message isnt published.Publish Immediately The event message is published when the publish call executes, irrespective of whether the transaction succeeds or not.
On the Quote Fields page, you can see the new custom field added under the Quote Custom Fields & Relationships section.7.Configure the Salesforce platform event.The platform event notifies external systems about changes to the Salesforce opportunity quote.a.In the left navigation pane of the Salesforce Setup page, scroll to the Build section, expand Develop , and then click Platform Events .b.On the Platform Events page, click New Platform Event .c.On the New Platform Event page, enter the following information: Field Information to Enter Label Enter the field label.For example, TransactionId_CPQ .Plural Enter the plural form of the field label.Object Name This field is automatically populated.Description If required, enter a description for the new platform event.Publish Behaviour Select one of the following options: Publish After Commit The event message is published only after a transaction commits successfully.Subsequently, the subscriber receives the event message after the data is committed.If the transaction fails, the event message isnt published.Publish Immediately The event message is published when the publish call executes, irrespective of whether the transaction succeeds or not.Subsequently, the subscriber receives the event message before the data is committed.
7.Configure the Salesforce platform event.The platform event notifies external systems about changes to the Salesforce opportunity quote.a.In the left navigation pane of the Salesforce Setup page, scroll to the Build section, expand Develop , and then click Platform Events .b.On the Platform Events page, click New Platform Event .c.On the New Platform Event page, enter the following information: Field Information to Enter Label Enter the field label.For example, TransactionId_CPQ .Plural Enter the plural form of the field label.Object Name This field is automatically populated.Description If required, enter a description for the new platform event.Publish Behaviour Select one of the following options: Publish After Commit The event message is published only after a transaction commits successfully.Subsequently, the subscriber receives the event message after the data is committed.If the transaction fails, the event message isnt published.Publish Immediately The event message is published when the publish call executes, irrespective of whether the transaction succeeds or not.Subsequently, the subscriber receives the event message before the data is committed.d.In the Deployment Status section, select Deployed .
The platform event notifies external systems about changes to the Salesforce opportunity quote.a.In the left navigation pane of the Salesforce Setup page, scroll to the Build section, expand Develop , and then click Platform Events .b.On the Platform Events page, click New Platform Event .c.On the New Platform Event page, enter the following information: Field Information to Enter Label Enter the field label.For example, TransactionId_CPQ .Plural Enter the plural form of the field label.Object Name This field is automatically populated.Description If required, enter a description for the new platform event.Publish Behaviour Select one of the following options: Publish After Commit The event message is published only after a transaction commits successfully.Subsequently, the subscriber receives the event message after the data is committed.If the transaction fails, the event message isnt published.Publish Immediately The event message is published when the publish call executes, irrespective of whether the transaction succeeds or not.Subsequently, the subscriber receives the event message before the data is committed.d.In the Deployment Status section, select Deployed .e.Click Save .
a.In the left navigation pane of the Salesforce Setup page, scroll to the Build section, expand Develop , and then click Platform Events .b.On the Platform Events page, click New Platform Event .c.On the New Platform Event page, enter the following information: Field Information to Enter Label Enter the field label.For example, TransactionId_CPQ .Plural Enter the plural form of the field label.Object Name This field is automatically populated.Description If required, enter a description for the new platform event.Publish Behaviour Select one of the following options: Publish After Commit The event message is published only after a transaction commits successfully.Subsequently, the subscriber receives the event message after the data is committed.If the transaction fails, the event message isnt published.Publish Immediately The event message is published when the publish call executes, irrespective of whether the transaction succeeds or not.Subsequently, the subscriber receives the event message before the data is committed.d.In the Deployment Status section, select Deployed .e.Click Save .The Platform Event page displays the details of the event.
b.On the Platform Events page, click New Platform Event .c.On the New Platform Event page, enter the following information: Field Information to Enter Label Enter the field label.For example, TransactionId_CPQ .Plural Enter the plural form of the field label.Object Name This field is automatically populated.Description If required, enter a description for the new platform event.Publish Behaviour Select one of the following options: Publish After Commit The event message is published only after a transaction commits successfully.Subsequently, the subscriber receives the event message after the data is committed.If the transaction fails, the event message isnt published.Publish Immediately The event message is published when the publish call executes, irrespective of whether the transaction succeeds or not.Subsequently, the subscriber receives the event message before the data is committed.d.In the Deployment Status section, select Deployed .e.Click Save .The Platform Event page displays the details of the event.f.Create a custom field.
c.On the New Platform Event page, enter the following information: Field Information to Enter Label Enter the field label.For example, TransactionId_CPQ .Plural Enter the plural form of the field label.Object Name This field is automatically populated.Description If required, enter a description for the new platform event.Publish Behaviour Select one of the following options: Publish After Commit The event message is published only after a transaction commits successfully.Subsequently, the subscriber receives the event message after the data is committed.If the transaction fails, the event message isnt published.Publish Immediately The event message is published when the publish call executes, irrespective of whether the transaction succeeds or not.Subsequently, the subscriber receives the event message before the data is committed.d.In the Deployment Status section, select Deployed .e.Click Save .The Platform Event page displays the details of the event.f.Create a custom field.i.In the Custom Fields & Relationships section of the Platform Event page, click New.Appendix A Customer Relationship Management (CRM) Recipes A-120ii.On the resultant New Custom Field page, select the Text radio button, and click Next .
For example, TransactionId_CPQ .Plural Enter the plural form of the field label.Object Name This field is automatically populated.Description If required, enter a description for the new platform event.Publish Behaviour Select one of the following options: Publish After Commit The event message is published only after a transaction commits successfully.Subsequently, the subscriber receives the event message after the data is committed.If the transaction fails, the event message isnt published.Publish Immediately The event message is published when the publish call executes, irrespective of whether the transaction succeeds or not.Subsequently, the subscriber receives the event message before the data is committed.d.In the Deployment Status section, select Deployed .e.Click Save .The Platform Event page displays the details of the event.f.Create a custom field.i.In the Custom Fields & Relationships section of the Platform Event page, click New.Appendix A Customer Relationship Management (CRM) Recipes A-120ii.On the resultant New Custom Field page, select the Text radio button, and click Next .iii.Enter the following details: Field Information to Enter Field Label Enter a name for the field label.
Plural Enter the plural form of the field label.Object Name This field is automatically populated.Description If required, enter a description for the new platform event.Publish Behaviour Select one of the following options: Publish After Commit The event message is published only after a transaction commits successfully.Subsequently, the subscriber receives the event message after the data is committed.If the transaction fails, the event message isnt published.Publish Immediately The event message is published when the publish call executes, irrespective of whether the transaction succeeds or not.Subsequently, the subscriber receives the event message before the data is committed.d.In the Deployment Status section, select Deployed .e.Click Save .The Platform Event page displays the details of the event.f.Create a custom field.i.In the Custom Fields & Relationships section of the Platform Event page, click New.Appendix A Customer Relationship Management (CRM) Recipes A-120ii.On the resultant New Custom Field page, select the Text radio button, and click Next .iii.Enter the following details: Field Information to Enter Field Label Enter a name for the field label.For example, QuoteID.
Object Name This field is automatically populated.Description If required, enter a description for the new platform event.Publish Behaviour Select one of the following options: Publish After Commit The event message is published only after a transaction commits successfully.Subsequently, the subscriber receives the event message after the data is committed.If the transaction fails, the event message isnt published.Publish Immediately The event message is published when the publish call executes, irrespective of whether the transaction succeeds or not.Subsequently, the subscriber receives the event message before the data is committed.d.In the Deployment Status section, select Deployed .e.Click Save .The Platform Event page displays the details of the event.f.Create a custom field.i.In the Custom Fields & Relationships section of the Platform Event page, click New.Appendix A Customer Relationship Management (CRM) Recipes A-120ii.On the resultant New Custom Field page, select the Text radio button, and click Next .iii.Enter the following details: Field Information to Enter Field Label Enter a name for the field label.For example, QuoteID.Length Enter the maximum length that you want to allow for the text field.
Description If required, enter a description for the new platform event.Publish Behaviour Select one of the following options: Publish After Commit The event message is published only after a transaction commits successfully.Subsequently, the subscriber receives the event message after the data is committed.If the transaction fails, the event message isnt published.Publish Immediately The event message is published when the publish call executes, irrespective of whether the transaction succeeds or not.Subsequently, the subscriber receives the event message before the data is committed.d.In the Deployment Status section, select Deployed .e.Click Save .The Platform Event page displays the details of the event.f.Create a custom field.i.In the Custom Fields & Relationships section of the Platform Event page, click New.Appendix A Customer Relationship Management (CRM) Recipes A-120ii.On the resultant New Custom Field page, select the Text radio button, and click Next .iii.Enter the following details: Field Information to Enter Field Label Enter a name for the field label.For example, QuoteID.Length Enter the maximum length that you want to allow for the text field.For example, 255.
Publish Behaviour Select one of the following options: Publish After Commit The event message is published only after a transaction commits successfully.Subsequently, the subscriber receives the event message after the data is committed.If the transaction fails, the event message isnt published.Publish Immediately The event message is published when the publish call executes, irrespective of whether the transaction succeeds or not.Subsequently, the subscriber receives the event message before the data is committed.d.In the Deployment Status section, select Deployed .e.Click Save .The Platform Event page displays the details of the event.f.Create a custom field.i.In the Custom Fields & Relationships section of the Platform Event page, click New.Appendix A Customer Relationship Management (CRM) Recipes A-120ii.On the resultant New Custom Field page, select the Text radio button, and click Next .iii.Enter the following details: Field Information to Enter Field Label Enter a name for the field label.For example, QuoteID.Length Enter the maximum length that you want to allow for the text field.For example, 255.Field Name This field is automatically populated.
Subsequently, the subscriber receives the event message after the data is committed.If the transaction fails, the event message isnt published.Publish Immediately The event message is published when the publish call executes, irrespective of whether the transaction succeeds or not.Subsequently, the subscriber receives the event message before the data is committed.d.In the Deployment Status section, select Deployed .e.Click Save .The Platform Event page displays the details of the event.f.Create a custom field.i.In the Custom Fields & Relationships section of the Platform Event page, click New.Appendix A Customer Relationship Management (CRM) Recipes A-120ii.On the resultant New Custom Field page, select the Text radio button, and click Next .iii.Enter the following details: Field Information to Enter Field Label Enter a name for the field label.For example, QuoteID.Length Enter the maximum length that you want to allow for the text field.For example, 255.Field Name This field is automatically populated.Description If required, enter the description of the custom field.
If the transaction fails, the event message isnt published.Publish Immediately The event message is published when the publish call executes, irrespective of whether the transaction succeeds or not.Subsequently, the subscriber receives the event message before the data is committed.d.In the Deployment Status section, select Deployed .e.Click Save .The Platform Event page displays the details of the event.f.Create a custom field.i.In the Custom Fields & Relationships section of the Platform Event page, click New.Appendix A Customer Relationship Management (CRM) Recipes A-120ii.On the resultant New Custom Field page, select the Text radio button, and click Next .iii.Enter the following details: Field Information to Enter Field Label Enter a name for the field label.For example, QuoteID.Length Enter the maximum length that you want to allow for the text field.For example, 255.Field Name This field is automatically populated.Description If required, enter the description of the custom field.iv.Click Save .

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