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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 .g.Create another custom field by repeating the steps a - f, but enter a different label name, for example TransactionId_CPQ .
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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 .g.Create another custom field by repeating the steps a - f, but enter a different label name, for example TransactionId_CPQ .8.Create and activate a process that triggers the platform event.
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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 .g.Create another custom field by repeating the steps a - f, but enter a different label name, for example TransactionId_CPQ .8.Create and activate a process that triggers the platform event.a.On the left navigation pane of the Salesforce Setup page, scroll to the Build section.
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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 .g.Create another custom field by repeating the steps a - f, but enter a different label name, for example TransactionId_CPQ .8.Create and activate a process that triggers the platform event.a.On the left navigation pane of the Salesforce Setup page, scroll to the Build section.Expand Create and then Workflow and Approvals , and click Process Builder .
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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 .g.Create another custom field by repeating the steps a - f, but enter a different label name, for example TransactionId_CPQ .8.Create and activate a process that triggers the platform event.a.On the left navigation pane of the Salesforce Setup page, scroll to the Build section.Expand Create and then Workflow and Approvals , and click Process Builder .b.Create a process.
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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 .g.Create another custom field by repeating the steps a - f, but enter a different label name, for example TransactionId_CPQ .8.Create and activate a process that triggers the platform event.a.On the left navigation pane of the Salesforce Setup page, scroll to the Build section.Expand Create and then Workflow and Approvals , and click Process Builder .b.Create a process.i.On the Process Builder page, click New.
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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 .g.Create another custom field by repeating the steps a - f, but enter a different label name, for example TransactionId_CPQ .8.Create and activate a process that triggers the platform event.a.On the left navigation pane of the Salesforce Setup page, scroll to the Build section.Expand Create and then Workflow and Approvals , and click Process Builder .b.Create a process.i.On the Process Builder page, click New.ii.Enter the following details in the New Process dialog: Field Information to Enter Process Name Enter a name for the process.
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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 .g.Create another custom field by repeating the steps a - f, but enter a different label name, for example TransactionId_CPQ .8.Create and activate a process that triggers the platform event.a.On the left navigation pane of the Salesforce Setup page, scroll to the Build section.Expand Create and then Workflow and Approvals , and click Process Builder .b.Create a process.i.On the Process Builder page, click New.ii.Enter the following details in the New Process dialog: Field Information to Enter Process Name Enter a name for the process.For example, CPQ.
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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 .g.Create another custom field by repeating the steps a - f, but enter a different label name, for example TransactionId_CPQ .8.Create and activate a process that triggers the platform event.a.On the left navigation pane of the Salesforce Setup page, scroll to the Build section.Expand Create and then Workflow and Approvals , and click Process Builder .b.Create a process.i.On the Process Builder page, click New.ii.Enter the following details in the New Process dialog: Field Information to Enter Process Name Enter a name for the process.For example, CPQ.API Name This field is automatically populated.
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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 .g.Create another custom field by repeating the steps a - f, but enter a different label name, for example TransactionId_CPQ .8.Create and activate a process that triggers the platform event.a.On the left navigation pane of the Salesforce Setup page, scroll to the Build section.Expand Create and then Workflow and Approvals , and click Process Builder .b.Create a process.i.On the Process Builder page, click New.ii.Enter the following details in the New Process dialog: Field Information to Enter Process Name Enter a name for the process.For example, CPQ.API Name This field is automatically populated.Description If required, enter a suitable description for the process.
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For example, 255.Field Name This field is automatically populated.Description If required, enter the description of the custom field.iv.Click Save .g.Create another custom field by repeating the steps a - f, but enter a different label name, for example TransactionId_CPQ .8.Create and activate a process that triggers the platform event.a.On the left navigation pane of the Salesforce Setup page, scroll to the Build section.Expand Create and then Workflow and Approvals , and click Process Builder .b.Create a process.i.On the Process Builder page, click New.ii.Enter the following details in the New Process dialog: Field Information to Enter Process Name Enter a name for the process.For example, CPQ.API Name This field is automatically populated.Description If required, enter a suitable description for the process.The process starts when Select A record changes .
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Field Name This field is automatically populated.Description If required, enter the description of the custom field.iv.Click Save .g.Create another custom field by repeating the steps a - f, but enter a different label name, for example TransactionId_CPQ .8.Create and activate a process that triggers the platform event.a.On the left navigation pane of the Salesforce Setup page, scroll to the Build section.Expand Create and then Workflow and Approvals , and click Process Builder .b.Create a process.i.On the Process Builder page, click New.ii.Enter the following details in the New Process dialog: Field Information to Enter Process Name Enter a name for the process.For example, CPQ.API Name This field is automatically populated.Description If required, enter a suitable description for the process.The process starts when Select A record changes .iii.Click Save .
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Description If required, enter the description of the custom field.iv.Click Save .g.Create another custom field by repeating the steps a - f, but enter a different label name, for example TransactionId_CPQ .8.Create and activate a process that triggers the platform event.a.On the left navigation pane of the Salesforce Setup page, scroll to the Build section.Expand Create and then Workflow and Approvals , and click Process Builder .b.Create a process.i.On the Process Builder page, click New.ii.Enter the following details in the New Process dialog: Field Information to Enter Process Name Enter a name for the process.For example, CPQ.API Name This field is automatically populated.Description If required, enter a suitable description for the process.The process starts when Select A record changes .iii.Click Save .The Process Builder page now displays a default process flow.
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iv.Click Save .g.Create another custom field by repeating the steps a - f, but enter a different label name, for example TransactionId_CPQ .8.Create and activate a process that triggers the platform event.a.On the left navigation pane of the Salesforce Setup page, scroll to the Build section.Expand Create and then Workflow and Approvals , and click Process Builder .b.Create a process.i.On the Process Builder page, click New.ii.Enter the following details in the New Process dialog: Field Information to Enter Process Name Enter a name for the process.For example, CPQ.API Name This field is automatically populated.Description If required, enter a suitable description for the process.The process starts when Select A record changes .iii.Click Save .The Process Builder page now displays a default process flow.iv.Click the Add Criteria decision box in the flowchart.
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g.Create another custom field by repeating the steps a - f, but enter a different label name, for example TransactionId_CPQ .8.Create and activate a process that triggers the platform event.a.On the left navigation pane of the Salesforce Setup page, scroll to the Build section.Expand Create and then Workflow and Approvals , and click Process Builder .b.Create a process.i.On the Process Builder page, click New.ii.Enter the following details in the New Process dialog: Field Information to Enter Process Name Enter a name for the process.For example, CPQ.API Name This field is automatically populated.Description If required, enter a suitable description for the process.The process starts when Select A record changes .iii.Click Save .The Process Builder page now displays a default process flow.iv.Click the Add Criteria decision box in the flowchart.The Process Builder displays Define Criteria for this Action Group section.
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8.Create and activate a process that triggers the platform event.a.On the left navigation pane of the Salesforce Setup page, scroll to the Build section.Expand Create and then Workflow and Approvals , and click Process Builder .b.Create a process.i.On the Process Builder page, click New.ii.Enter the following details in the New Process dialog: Field Information to Enter Process Name Enter a name for the process.For example, CPQ.API Name This field is automatically populated.Description If required, enter a suitable description for the process.The process starts when Select A record changes .iii.Click Save .The Process Builder page now displays a default process flow.iv.Click the Add Criteria decision box in the flowchart.The Process Builder displays Define Criteria for this Action Group section.v.In the Immediate Actions box beside the TRUE arrow, click Add Action .
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a.On the left navigation pane of the Salesforce Setup page, scroll to the Build section.Expand Create and then Workflow and Approvals , and click Process Builder .b.Create a process.i.On the Process Builder page, click New.ii.Enter the following details in the New Process dialog: Field Information to Enter Process Name Enter a name for the process.For example, CPQ.API Name This field is automatically populated.Description If required, enter a suitable description for the process.The process starts when Select A record changes .iii.Click Save .The Process Builder page now displays a default process flow.iv.Click the Add Criteria decision box in the flowchart.The Process Builder displays Define Criteria for this Action Group section.v.In the Immediate Actions box beside the TRUE arrow, click Add Action .The Process Builder displays Select and Define Action section for adding actions.
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Expand Create and then Workflow and Approvals , and click Process Builder .b.Create a process.i.On the Process Builder page, click New.ii.Enter the following details in the New Process dialog: Field Information to Enter Process Name Enter a name for the process.For example, CPQ.API Name This field is automatically populated.Description If required, enter a suitable description for the process.The process starts when Select A record changes .iii.Click Save .The Process Builder page now displays a default process flow.iv.Click the Add Criteria decision box in the flowchart.The Process Builder displays Define Criteria for this Action Group section.v.In the Immediate Actions box beside the TRUE arrow, click Add Action .The Process Builder displays Select and Define Action section for adding actions.vi.Click Save .
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b.Create a process.i.On the Process Builder page, click New.ii.Enter the following details in the New Process dialog: Field Information to Enter Process Name Enter a name for the process.For example, CPQ.API Name This field is automatically populated.Description If required, enter a suitable description for the process.The process starts when Select A record changes .iii.Click Save .The Process Builder page now displays a default process flow.iv.Click the Add Criteria decision box in the flowchart.The Process Builder displays Define Criteria for this Action Group section.v.In the Immediate Actions box beside the TRUE arrow, click Add Action .The Process Builder displays Select and Define Action section for adding actions.vi.Click Save .c.Configure the process trigger.
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i.On the Process Builder page, click New.ii.Enter the following details in the New Process dialog: Field Information to Enter Process Name Enter a name for the process.For example, CPQ.API Name This field is automatically populated.Description If required, enter a suitable description for the process.The process starts when Select A record changes .iii.Click Save .The Process Builder page now displays a default process flow.iv.Click the Add Criteria decision box in the flowchart.The Process Builder displays Define Criteria for this Action Group section.v.In the Immediate Actions box beside the TRUE arrow, click Add Action .The Process Builder displays Select and Define Action section for adding actions.vi.Click Save .c.Configure the process trigger.After you have created the process in the previous step, you have to configure the rules required for the process to trigger the platform event.
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ii.Enter the following details in the New Process dialog: Field Information to Enter Process Name Enter a name for the process.For example, CPQ.API Name This field is automatically populated.Description If required, enter a suitable description for the process.The process starts when Select A record changes .iii.Click Save .The Process Builder page now displays a default process flow.iv.Click the Add Criteria decision box in the flowchart.The Process Builder displays Define Criteria for this Action Group section.v.In the Immediate Actions box beside the TRUE arrow, click Add Action .The Process Builder displays Select and Define Action section for adding actions.vi.Click Save .c.Configure the process trigger.After you have created the process in the previous step, you have to configure the rules required for the process to trigger the platform event.i.Click the Add Object box in the process flowchart.
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For example, CPQ.API Name This field is automatically populated.Description If required, enter a suitable description for the process.The process starts when Select A record changes .iii.Click Save .The Process Builder page now displays a default process flow.iv.Click the Add Criteria decision box in the flowchart.The Process Builder displays Define Criteria for this Action Group section.v.In the Immediate Actions box beside the TRUE arrow, click Add Action .The Process Builder displays Select and Define Action section for adding actions.vi.Click Save .c.Configure the process trigger.After you have created the process in the previous step, you have to configure the rules required for the process to trigger the platform event.i.Click the Add Object box in the process flowchart.ii.From the Choose Object and Specify When to Start the Process pane that opens, select the following and click Save .Appendix A Customer Relationship Management (CRM) Recipes A-121Field Information to Enter Object Select Quote.
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API Name This field is automatically populated.Description If required, enter a suitable description for the process.The process starts when Select A record changes .iii.Click Save .The Process Builder page now displays a default process flow.iv.Click the Add Criteria decision box in the flowchart.The Process Builder displays Define Criteria for this Action Group section.v.In the Immediate Actions box beside the TRUE arrow, click Add Action .The Process Builder displays Select and Define Action section for adding actions.vi.Click Save .c.Configure the process trigger.After you have created the process in the previous step, you have to configure the rules required for the process to trigger the platform event.i.Click the Add Object box in the process flowchart.ii.From the Choose Object and Specify When to Start the Process pane that opens, select the following and click Save .Appendix A Customer Relationship Management (CRM) Recipes A-121Field Information to Enter Object Select Quote.Start the process Select When a record is created or edited .
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Description If required, enter a suitable description for the process.The process starts when Select A record changes .iii.Click Save .The Process Builder page now displays a default process flow.iv.Click the Add Criteria decision box in the flowchart.The Process Builder displays Define Criteria for this Action Group section.v.In the Immediate Actions box beside the TRUE arrow, click Add Action .The Process Builder displays Select and Define Action section for adding actions.vi.Click Save .c.Configure the process trigger.After you have created the process in the previous step, you have to configure the rules required for the process to trigger the platform event.i.Click the Add Object box in the process flowchart.ii.From the Choose Object and Specify When to Start the Process pane that opens, select the following and click Save .Appendix A Customer Relationship Management (CRM) Recipes A-121Field Information to Enter Object Select Quote.Start the process Select When a record is created or edited .d.Add the process criteria.
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The process starts when Select A record changes .iii.Click Save .The Process Builder page now displays a default process flow.iv.Click the Add Criteria decision box in the flowchart.The Process Builder displays Define Criteria for this Action Group section.v.In the Immediate Actions box beside the TRUE arrow, click Add Action .The Process Builder displays Select and Define Action section for adding actions.vi.Click Save .c.Configure the process trigger.After you have created the process in the previous step, you have to configure the rules required for the process to trigger the platform event.i.Click the Add Object box in the process flowchart.ii.From the Choose Object and Specify When to Start the Process pane that opens, select the following and click Save .Appendix A Customer Relationship Management (CRM) Recipes A-121Field Information to Enter Object Select Quote.Start the process Select When a record is created or edited .d.Add the process criteria.You can specify the criteria that must be true for the process to execute associated actions.
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iii.Click Save .The Process Builder page now displays a default process flow.iv.Click the Add Criteria decision box in the flowchart.The Process Builder displays Define Criteria for this Action Group section.v.In the Immediate Actions box beside the TRUE arrow, click Add Action .The Process Builder displays Select and Define Action section for adding actions.vi.Click Save .c.Configure the process trigger.After you have created the process in the previous step, you have to configure the rules required for the process to trigger the platform event.i.Click the Add Object box in the process flowchart.ii.From the Choose Object and Specify When to Start the Process pane that opens, select the following and click Save .Appendix A Customer Relationship Management (CRM) Recipes A-121Field Information to Enter Object Select Quote.Start the process Select When a record is created or edited .d.Add the process criteria.You can specify the criteria that must be true for the process to execute associated actions.i.Click Add Criteria in the decision box.
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The Process Builder page now displays a default process flow.iv.Click the Add Criteria decision box in the flowchart.The Process Builder displays Define Criteria for this Action Group section.v.In the Immediate Actions box beside the TRUE arrow, click Add Action .The Process Builder displays Select and Define Action section for adding actions.vi.Click Save .c.Configure the process trigger.After you have created the process in the previous step, you have to configure the rules required for the process to trigger the platform event.i.Click the Add Object box in the process flowchart.ii.From the Choose Object and Specify When to Start the Process pane that opens, select the following and click Save .Appendix A Customer Relationship Management (CRM) Recipes A-121Field Information to Enter Object Select Quote.Start the process Select When a record is created or edited .d.Add the process criteria.You can specify the criteria that must be true for the process to execute associated actions.i.Click Add Criteria in the decision box.ii.In the Define Criteria for this Action Group pane that opens, provide the following information.
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iv.Click the Add Criteria decision box in the flowchart.The Process Builder displays Define Criteria for this Action Group section.v.In the Immediate Actions box beside the TRUE arrow, click Add Action .The Process Builder displays Select and Define Action section for adding actions.vi.Click Save .c.Configure the process trigger.After you have created the process in the previous step, you have to configure the rules required for the process to trigger the platform event.i.Click the Add Object box in the process flowchart.ii.From the Choose Object and Specify When to Start the Process pane that opens, select the following and click Save .Appendix A Customer Relationship Management (CRM) Recipes A-121Field Information to Enter Object Select Quote.Start the process Select When a record is created or edited .d.Add the process criteria.You can specify the criteria that must be true for the process to execute associated actions.i.Click Add Criteria in the decision box.ii.In the Define Criteria for this Action Group pane that opens, provide the following information.Field Information to Enter Criteria Name Enter a name for the criteria.
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The Process Builder displays Define Criteria for this Action Group section.v.In the Immediate Actions box beside the TRUE arrow, click Add Action .The Process Builder displays Select and Define Action section for adding actions.vi.Click Save .c.Configure the process trigger.After you have created the process in the previous step, you have to configure the rules required for the process to trigger the platform event.i.Click the Add Object box in the process flowchart.ii.From the Choose Object and Specify When to Start the Process pane that opens, select the following and click Save .Appendix A Customer Relationship Management (CRM) Recipes A-121Field Information to Enter Object Select Quote.Start the process Select When a record is created or edited .d.Add the process criteria.You can specify the criteria that must be true for the process to execute associated actions.i.Click Add Criteria in the decision box.ii.In the Define Criteria for this Action Group pane that opens, provide the following information.Field Information to Enter Criteria Name Enter a name for the criteria.Criteria for Executing Actions Select Conditions are met .
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v.In the Immediate Actions box beside the TRUE arrow, click Add Action .The Process Builder displays Select and Define Action section for adding actions.vi.Click Save .c.Configure the process trigger.After you have created the process in the previous step, you have to configure the rules required for the process to trigger the platform event.i.Click the Add Object box in the process flowchart.ii.From the Choose Object and Specify When to Start the Process pane that opens, select the following and click Save .Appendix A Customer Relationship Management (CRM) Recipes A-121Field Information to Enter Object Select Quote.Start the process Select When a record is created or edited .d.Add the process criteria.You can specify the criteria that must be true for the process to execute associated actions.i.Click Add Criteria in the decision box.ii.In the Define Criteria for this Action Group pane that opens, provide the following information.Field Information to Enter Criteria Name Enter a name for the criteria.Criteria for Executing Actions Select Conditions are met .iii.Create a condition to restrict the user from triggering the process.
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The Process Builder displays Select and Define Action section for adding actions.vi.Click Save .c.Configure the process trigger.After you have created the process in the previous step, you have to configure the rules required for the process to trigger the platform event.i.Click the Add Object box in the process flowchart.ii.From the Choose Object and Specify When to Start the Process pane that opens, select the following and click Save .Appendix A Customer Relationship Management (CRM) Recipes A-121Field Information to Enter Object Select Quote.Start the process Select When a record is created or edited .d.Add the process criteria.You can specify the criteria that must be true for the process to execute associated actions.i.Click Add Criteria in the decision box.ii.In the Define Criteria for this Action Group pane that opens, provide the following information.Field Information to Enter Criteria Name Enter a name for the criteria.Criteria for Executing Actions Select Conditions are met .iii.Create a condition to restrict the user from triggering the process.In the Set Conditions table, configure the following: Field Information to Enter Field Search for LastModifiedBy.CommunityNickname and select it.
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vi.Click Save .c.Configure the process trigger.After you have created the process in the previous step, you have to configure the rules required for the process to trigger the platform event.i.Click the Add Object box in the process flowchart.ii.From the Choose Object and Specify When to Start the Process pane that opens, select the following and click Save .Appendix A Customer Relationship Management (CRM) Recipes A-121Field Information to Enter Object Select Quote.Start the process Select When a record is created or edited .d.Add the process criteria.You can specify the criteria that must be true for the process to execute associated actions.i.Click Add Criteria in the decision box.ii.In the Define Criteria for this Action Group pane that opens, provide the following information.Field Information to Enter Criteria Name Enter a name for the criteria.Criteria for Executing Actions Select Conditions are met .iii.Create a condition to restrict the user from triggering the process.In the Set Conditions table, configure the following: Field Information to Enter Field Search for LastModifiedBy.CommunityNickname and select it.Operator Select Does not equal .
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c.Configure the process trigger.After you have created the process in the previous step, you have to configure the rules required for the process to trigger the platform event.i.Click the Add Object box in the process flowchart.ii.From the Choose Object and Specify When to Start the Process pane that opens, select the following and click Save .Appendix A Customer Relationship Management (CRM) Recipes A-121Field Information to Enter Object Select Quote.Start the process Select When a record is created or edited .d.Add the process criteria.You can specify the criteria that must be true for the process to execute associated actions.i.Click Add Criteria in the decision box.ii.In the Define Criteria for this Action Group pane that opens, provide the following information.Field Information to Enter Criteria Name Enter a name for the criteria.Criteria for Executing Actions Select Conditions are met .iii.Create a condition to restrict the user from triggering the process.In the Set Conditions table, configure the following: Field Information to Enter Field Search for LastModifiedBy.CommunityNickname and select it.Operator Select Does not equal .Type Select String.
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After you have created the process in the previous step, you have to configure the rules required for the process to trigger the platform event.i.Click the Add Object box in the process flowchart.ii.From the Choose Object and Specify When to Start the Process pane that opens, select the following and click Save .Appendix A Customer Relationship Management (CRM) Recipes A-121Field Information to Enter Object Select Quote.Start the process Select When a record is created or edited .d.Add the process criteria.You can specify the criteria that must be true for the process to execute associated actions.i.Click Add Criteria in the decision box.ii.In the Define Criteria for this Action Group pane that opens, provide the following information.Field Information to Enter Criteria Name Enter a name for the criteria.Criteria for Executing Actions Select Conditions are met .iii.Create a condition to restrict the user from triggering the process.In the Set Conditions table, configure the following: Field Information to Enter Field Search for LastModifiedBy.CommunityNickname and select it.Operator Select Does not equal .Type Select String.Value Enter the nickname of the Salesforce user who creates or edits the quotes.
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i.Click the Add Object box in the process flowchart.ii.From the Choose Object and Specify When to Start the Process pane that opens, select the following and click Save .Appendix A Customer Relationship Management (CRM) Recipes A-121Field Information to Enter Object Select Quote.Start the process Select When a record is created or edited .d.Add the process criteria.You can specify the criteria that must be true for the process to execute associated actions.i.Click Add Criteria in the decision box.ii.In the Define Criteria for this Action Group pane that opens, provide the following information.Field Information to Enter Criteria Name Enter a name for the criteria.Criteria for Executing Actions Select Conditions are met .iii.Create a condition to restrict the user from triggering the process.In the Set Conditions table, configure the following: Field Information to Enter Field Search for LastModifiedBy.CommunityNickname and select it.Operator Select Does not equal .Type Select String.Value Enter the nickname of the Salesforce user who creates or edits the quotes.iv.Create another condition to ensure that the process gets triggered when line items are available.
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ii.From the Choose Object and Specify When to Start the Process pane that opens, select the following and click Save .Appendix A Customer Relationship Management (CRM) Recipes A-121Field Information to Enter Object Select Quote.Start the process Select When a record is created or edited .d.Add the process criteria.You can specify the criteria that must be true for the process to execute associated actions.i.Click Add Criteria in the decision box.ii.In the Define Criteria for this Action Group pane that opens, provide the following information.Field Information to Enter Criteria Name Enter a name for the criteria.Criteria for Executing Actions Select Conditions are met .iii.Create a condition to restrict the user from triggering the process.In the Set Conditions table, configure the following: Field Information to Enter Field Search for LastModifiedBy.CommunityNickname and select it.Operator Select Does not equal .Type Select String.Value Enter the nickname of the Salesforce user who creates or edits the quotes.iv.Create another condition to ensure that the process gets triggered when line items are available.Click Add Row and configure the following: Field Information to Enter Field Search for LineItemCount and select it.
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Start the process Select When a record is created or edited .d.Add the process criteria.You can specify the criteria that must be true for the process to execute associated actions.i.Click Add Criteria in the decision box.ii.In the Define Criteria for this Action Group pane that opens, provide the following information.Field Information to Enter Criteria Name Enter a name for the criteria.Criteria for Executing Actions Select Conditions are met .iii.Create a condition to restrict the user from triggering the process.In the Set Conditions table, configure the following: Field Information to Enter Field Search for LastModifiedBy.CommunityNickname and select it.Operator Select Does not equal .Type Select String.Value Enter the nickname of the Salesforce user who creates or edits the quotes.iv.Create another condition to ensure that the process gets triggered when line items are available.Click Add Row and configure the following: Field Information to Enter Field Search for LineItemCount and select it.Operator Select Greater than .
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d.Add the process criteria.You can specify the criteria that must be true for the process to execute associated actions.i.Click Add Criteria in the decision box.ii.In the Define Criteria for this Action Group pane that opens, provide the following information.Field Information to Enter Criteria Name Enter a name for the criteria.Criteria for Executing Actions Select Conditions are met .iii.Create a condition to restrict the user from triggering the process.In the Set Conditions table, configure the following: Field Information to Enter Field Search for LastModifiedBy.CommunityNickname and select it.Operator Select Does not equal .Type Select String.Value Enter the nickname of the Salesforce user who creates or edits the quotes.iv.Create another condition to ensure that the process gets triggered when line items are available.Click Add Row and configure the following: Field Information to Enter Field Search for LineItemCount and select it.Operator Select Greater than .Type Select Number.
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You can specify the criteria that must be true for the process to execute associated actions.i.Click Add Criteria in the decision box.ii.In the Define Criteria for this Action Group pane that opens, provide the following information.Field Information to Enter Criteria Name Enter a name for the criteria.Criteria for Executing Actions Select Conditions are met .iii.Create a condition to restrict the user from triggering the process.In the Set Conditions table, configure the following: Field Information to Enter Field Search for LastModifiedBy.CommunityNickname and select it.Operator Select Does not equal .Type Select String.Value Enter the nickname of the Salesforce user who creates or edits the quotes.iv.Create another condition to ensure that the process gets triggered when line items are available.Click Add Row and configure the following: Field Information to Enter Field Search for LineItemCount and select it.Operator Select Greater than .Type Select Number.Value Enter 0. v.From the Conditions options list, select All of the conditions are met (AND) .
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i.Click Add Criteria in the decision box.ii.In the Define Criteria for this Action Group pane that opens, provide the following information.Field Information to Enter Criteria Name Enter a name for the criteria.Criteria for Executing Actions Select Conditions are met .iii.Create a condition to restrict the user from triggering the process.In the Set Conditions table, configure the following: Field Information to Enter Field Search for LastModifiedBy.CommunityNickname and select it.Operator Select Does not equal .Type Select String.Value Enter the nickname of the Salesforce user who creates or edits the quotes.iv.Create another condition to ensure that the process gets triggered when line items are available.Click Add Row and configure the following: Field Information to Enter Field Search for LineItemCount and select it.Operator Select Greater than .Type Select Number.Value Enter 0. v.From the Conditions options list, select All of the conditions are met (AND) .vi.Expand the Advanced drop-down list, and for Do you want to execute the actions only when specified changes are made to the record?
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ii.In the Define Criteria for this Action Group pane that opens, provide the following information.Field Information to Enter Criteria Name Enter a name for the criteria.Criteria for Executing Actions Select Conditions are met .iii.Create a condition to restrict the user from triggering the process.In the Set Conditions table, configure the following: Field Information to Enter Field Search for LastModifiedBy.CommunityNickname and select it.Operator Select Does not equal .Type Select String.Value Enter the nickname of the Salesforce user who creates or edits the quotes.iv.Create another condition to ensure that the process gets triggered when line items are available.Click Add Row and configure the following: Field Information to Enter Field Search for LineItemCount and select it.Operator Select Greater than .Type Select Number.Value Enter 0. v.From the Conditions options list, select All of the conditions are met (AND) .vi.Expand the Advanced drop-down list, and for Do you want to execute the actions only when specified changes are made to the record?select Yes.
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Field Information to Enter Criteria Name Enter a name for the criteria.Criteria for Executing Actions Select Conditions are met .iii.Create a condition to restrict the user from triggering the process.In the Set Conditions table, configure the following: Field Information to Enter Field Search for LastModifiedBy.CommunityNickname and select it.Operator Select Does not equal .Type Select String.Value Enter the nickname of the Salesforce user who creates or edits the quotes.iv.Create another condition to ensure that the process gets triggered when line items are available.Click Add Row and configure the following: Field Information to Enter Field Search for LineItemCount and select it.Operator Select Greater than .Type Select Number.Value Enter 0. v.From the Conditions options list, select All of the conditions are met (AND) .vi.Expand the Advanced drop-down list, and for Do you want to execute the actions only when specified changes are made to the record?select Yes.vii.Click Save .
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Criteria for Executing Actions Select Conditions are met .iii.Create a condition to restrict the user from triggering the process.In the Set Conditions table, configure the following: Field Information to Enter Field Search for LastModifiedBy.CommunityNickname and select it.Operator Select Does not equal .Type Select String.Value Enter the nickname of the Salesforce user who creates or edits the quotes.iv.Create another condition to ensure that the process gets triggered when line items are available.Click Add Row and configure the following: Field Information to Enter Field Search for LineItemCount and select it.Operator Select Greater than .Type Select Number.Value Enter 0. v.From the Conditions options list, select All of the conditions are met (AND) .vi.Expand the Advanced drop-down list, and for Do you want to execute the actions only when specified changes are made to the record?select Yes.vii.Click Save .e.Add action to your process.
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iii.Create a condition to restrict the user from triggering the process.In the Set Conditions table, configure the following: Field Information to Enter Field Search for LastModifiedBy.CommunityNickname and select it.Operator Select Does not equal .Type Select String.Value Enter the nickname of the Salesforce user who creates or edits the quotes.iv.Create another condition to ensure that the process gets triggered when line items are available.Click Add Row and configure the following: Field Information to Enter Field Search for LineItemCount and select it.Operator Select Greater than .Type Select Number.Value Enter 0. v.From the Conditions options list, select All of the conditions are met (AND) .vi.Expand the Advanced drop-down list, and for Do you want to execute the actions only when specified changes are made to the record?select Yes.vii.Click Save .e.Add action to your process.i.In the Immediate Actions box beside the TRUE arrow, click Add Action .
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In the Set Conditions table, configure the following: Field Information to Enter Field Search for LastModifiedBy.CommunityNickname and select it.Operator Select Does not equal .Type Select String.Value Enter the nickname of the Salesforce user who creates or edits the quotes.iv.Create another condition to ensure that the process gets triggered when line items are available.Click Add Row and configure the following: Field Information to Enter Field Search for LineItemCount and select it.Operator Select Greater than .Type Select Number.Value Enter 0. v.From the Conditions options list, select All of the conditions are met (AND) .vi.Expand the Advanced drop-down list, and for Do you want to execute the actions only when specified changes are made to the record?select Yes.vii.Click Save .e.Add action to your process.i.In the Immediate Actions box beside the TRUE arrow, click Add Action .ii.In the Select and Define Action pane, from the Action Type drop-down list, select Create a Record .
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Operator Select Does not equal .Type Select String.Value Enter the nickname of the Salesforce user who creates or edits the quotes.iv.Create another condition to ensure that the process gets triggered when line items are available.Click Add Row and configure the following: Field Information to Enter Field Search for LineItemCount and select it.Operator Select Greater than .Type Select Number.Value Enter 0. v.From the Conditions options list, select All of the conditions are met (AND) .vi.Expand the Advanced drop-down list, and for Do you want to execute the actions only when specified changes are made to the record?select Yes.vii.Click Save .e.Add action to your process.i.In the Immediate Actions box beside the TRUE arrow, click Add Action .ii.In the Select and Define Action pane, from the Action Type drop-down list, select Create a Record .iii.From the Record Type drop-down list, enter the name of the platform event you have created in step 7.
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Type Select String.Value Enter the nickname of the Salesforce user who creates or edits the quotes.iv.Create another condition to ensure that the process gets triggered when line items are available.Click Add Row and configure the following: Field Information to Enter Field Search for LineItemCount and select it.Operator Select Greater than .Type Select Number.Value Enter 0. v.From the Conditions options list, select All of the conditions are met (AND) .vi.Expand the Advanced drop-down list, and for Do you want to execute the actions only when specified changes are made to the record?select Yes.vii.Click Save .e.Add action to your process.i.In the Immediate Actions box beside the TRUE arrow, click Add Action .ii.In the Select and Define Action pane, from the Action Type drop-down list, select Create a Record .iii.From the Record Type drop-down list, enter the name of the platform event you have created in step 7.In the Set Field Values section, create two rows with the following values:Appendix A Customer Relationship Management (CRM) Recipes A-122For row 1, set the following values: Field Information to Enter Field Type the name of the custom field you have created in sub-step f of step 6.
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Value Enter the nickname of the Salesforce user who creates or edits the quotes.iv.Create another condition to ensure that the process gets triggered when line items are available.Click Add Row and configure the following: Field Information to Enter Field Search for LineItemCount and select it.Operator Select Greater than .Type Select Number.Value Enter 0. v.From the Conditions options list, select All of the conditions are met (AND) .vi.Expand the Advanced drop-down list, and for Do you want to execute the actions only when specified changes are made to the record?select Yes.vii.Click Save .e.Add action to your process.i.In the Immediate Actions box beside the TRUE arrow, click Add Action .ii.In the Select and Define Action pane, from the Action Type drop-down list, select Create a Record .iii.From the Record Type drop-down list, enter the name of the platform event you have created in step 7.In the Set Field Values section, create two rows with the following values:Appendix A Customer Relationship Management (CRM) Recipes A-122For row 1, set the following values: Field Information to Enter Field Type the name of the custom field you have created in sub-step f of step 6.For example, QuoteID.
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iv.Create another condition to ensure that the process gets triggered when line items are available.Click Add Row and configure the following: Field Information to Enter Field Search for LineItemCount and select it.Operator Select Greater than .Type Select Number.Value Enter 0. v.From the Conditions options list, select All of the conditions are met (AND) .vi.Expand the Advanced drop-down list, and for Do you want to execute the actions only when specified changes are made to the record?select Yes.vii.Click Save .e.Add action to your process.i.In the Immediate Actions box beside the TRUE arrow, click Add Action .ii.In the Select and Define Action pane, from the Action Type drop-down list, select Create a Record .iii.From the Record Type drop-down list, enter the name of the platform event you have created in step 7.In the Set Field Values section, create two rows with the following values:Appendix A Customer Relationship Management (CRM) Recipes A-122For row 1, set the following values: Field Information to Enter Field Type the name of the custom field you have created in sub-step f of step 6.For example, QuoteID.Type Select Field Reference .
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Click Add Row and configure the following: Field Information to Enter Field Search for LineItemCount and select it.Operator Select Greater than .Type Select Number.Value Enter 0. v.From the Conditions options list, select All of the conditions are met (AND) .vi.Expand the Advanced drop-down list, and for Do you want to execute the actions only when specified changes are made to the record?select Yes.vii.Click Save .e.Add action to your process.i.In the Immediate Actions box beside the TRUE arrow, click Add Action .ii.In the Select and Define Action pane, from the Action Type drop-down list, select Create a Record .iii.From the Record Type drop-down list, enter the name of the platform event you have created in step 7.In the Set Field Values section, create two rows with the following values:Appendix A Customer Relationship Management (CRM) Recipes A-122For row 1, set the following values: Field Information to Enter Field Type the name of the custom field you have created in sub-step f of step 6.For example, QuoteID.Type Select Field Reference .Value Click this field and on the resultant Select a Field dialog, select Quote ID from the drop-down, and click Choose.
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Operator Select Greater than .Type Select Number.Value Enter 0. v.From the Conditions options list, select All of the conditions are met (AND) .vi.Expand the Advanced drop-down list, and for Do you want to execute the actions only when specified changes are made to the record?select Yes.vii.Click Save .e.Add action to your process.i.In the Immediate Actions box beside the TRUE arrow, click Add Action .ii.In the Select and Define Action pane, from the Action Type drop-down list, select Create a Record .iii.From the Record Type drop-down list, enter the name of the platform event you have created in step 7.In the Set Field Values section, create two rows with the following values:Appendix A Customer Relationship Management (CRM) Recipes A-122For row 1, set the following values: Field Information to Enter Field Type the name of the custom field you have created in sub-step f of step 6.For example, QuoteID.Type Select Field Reference .Value Click this field and on the resultant Select a Field dialog, select Quote ID from the drop-down, and click Choose.For row 2, set the following values: Field Information to Enter Field Type the name of the custom field you have created in sub-step g of step 6.
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Type Select Number.Value Enter 0. v.From the Conditions options list, select All of the conditions are met (AND) .vi.Expand the Advanced drop-down list, and for Do you want to execute the actions only when specified changes are made to the record?select Yes.vii.Click Save .e.Add action to your process.i.In the Immediate Actions box beside the TRUE arrow, click Add Action .ii.In the Select and Define Action pane, from the Action Type drop-down list, select Create a Record .iii.From the Record Type drop-down list, enter the name of the platform event you have created in step 7.In the Set Field Values section, create two rows with the following values:Appendix A Customer Relationship Management (CRM) Recipes A-122For row 1, set the following values: Field Information to Enter Field Type the name of the custom field you have created in sub-step f of step 6.For example, QuoteID.Type Select Field Reference .Value Click this field and on the resultant Select a Field dialog, select Quote ID from the drop-down, and click Choose.For row 2, set the following values: Field Information to Enter Field Type the name of the custom field you have created in sub-step g of step 6.For example, TransactionId_CPQ .
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Value Enter 0. v.From the Conditions options list, select All of the conditions are met (AND) .vi.Expand the Advanced drop-down list, and for Do you want to execute the actions only when specified changes are made to the record?select Yes.vii.Click Save .e.Add action to your process.i.In the Immediate Actions box beside the TRUE arrow, click Add Action .ii.In the Select and Define Action pane, from the Action Type drop-down list, select Create a Record .iii.From the Record Type drop-down list, enter the name of the platform event you have created in step 7.In the Set Field Values section, create two rows with the following values:Appendix A Customer Relationship Management (CRM) Recipes A-122For row 1, set the following values: Field Information to Enter Field Type the name of the custom field you have created in sub-step f of step 6.For example, QuoteID.Type Select Field Reference .Value Click this field and on the resultant Select a Field dialog, select Quote ID from the drop-down, and click Choose.For row 2, set the following values: Field Information to Enter Field Type the name of the custom field you have created in sub-step g of step 6.For example, TransactionId_CPQ .Type Select Field Reference .
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vi.Expand the Advanced drop-down list, and for Do you want to execute the actions only when specified changes are made to the record?select Yes.vii.Click Save .e.Add action to your process.i.In the Immediate Actions box beside the TRUE arrow, click Add Action .ii.In the Select and Define Action pane, from the Action Type drop-down list, select Create a Record .iii.From the Record Type drop-down list, enter the name of the platform event you have created in step 7.In the Set Field Values section, create two rows with the following values:Appendix A Customer Relationship Management (CRM) Recipes A-122For row 1, set the following values: Field Information to Enter Field Type the name of the custom field you have created in sub-step f of step 6.For example, QuoteID.Type Select Field Reference .Value Click this field and on the resultant Select a Field dialog, select Quote ID from the drop-down, and click Choose.For row 2, set the following values: Field Information to Enter Field Type the name of the custom field you have created in sub-step g of step 6.For example, TransactionId_CPQ .Type Select Field Reference .Value Click this field and on the resultant Select a Field dialog, select TransactionId_CPQ from the drop- down, and click Choose.
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select Yes.vii.Click Save .e.Add action to your process.i.In the Immediate Actions box beside the TRUE arrow, click Add Action .ii.In the Select and Define Action pane, from the Action Type drop-down list, select Create a Record .iii.From the Record Type drop-down list, enter the name of the platform event you have created in step 7.In the Set Field Values section, create two rows with the following values:Appendix A Customer Relationship Management (CRM) Recipes A-122For row 1, set the following values: Field Information to Enter Field Type the name of the custom field you have created in sub-step f of step 6.For example, QuoteID.Type Select Field Reference .Value Click this field and on the resultant Select a Field dialog, select Quote ID from the drop-down, and click Choose.For row 2, set the following values: Field Information to Enter Field Type the name of the custom field you have created in sub-step g of step 6.For example, TransactionId_CPQ .Type Select Field Reference .Value Click this field and on the resultant Select a Field dialog, select TransactionId_CPQ from the drop- down, and click Choose.iv.Click Save .
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vii.Click Save .e.Add action to your process.i.In the Immediate Actions box beside the TRUE arrow, click Add Action .ii.In the Select and Define Action pane, from the Action Type drop-down list, select Create a Record .iii.From the Record Type drop-down list, enter the name of the platform event you have created in step 7.In the Set Field Values section, create two rows with the following values:Appendix A Customer Relationship Management (CRM) Recipes A-122For row 1, set the following values: Field Information to Enter Field Type the name of the custom field you have created in sub-step f of step 6.For example, QuoteID.Type Select Field Reference .Value Click this field and on the resultant Select a Field dialog, select Quote ID from the drop-down, and click Choose.For row 2, set the following values: Field Information to Enter Field Type the name of the custom field you have created in sub-step g of step 6.For example, TransactionId_CPQ .Type Select Field Reference .Value Click this field and on the resultant Select a Field dialog, select TransactionId_CPQ from the drop- down, and click Choose.iv.Click Save .f.Activate the process.
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e.Add action to your process.i.In the Immediate Actions box beside the TRUE arrow, click Add Action .ii.In the Select and Define Action pane, from the Action Type drop-down list, select Create a Record .iii.From the Record Type drop-down list, enter the name of the platform event you have created in step 7.In the Set Field Values section, create two rows with the following values:Appendix A Customer Relationship Management (CRM) Recipes A-122For row 1, set the following values: Field Information to Enter Field Type the name of the custom field you have created in sub-step f of step 6.For example, QuoteID.Type Select Field Reference .Value Click this field and on the resultant Select a Field dialog, select Quote ID from the drop-down, and click Choose.For row 2, set the following values: Field Information to Enter Field Type the name of the custom field you have created in sub-step g of step 6.For example, TransactionId_CPQ .Type Select Field Reference .Value Click this field and on the resultant Select a Field dialog, select TransactionId_CPQ from the drop- down, and click Choose.iv.Click Save .f.Activate the process.i.On the top right of the Process Builder page, click Activate .
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i.In the Immediate Actions box beside the TRUE arrow, click Add Action .ii.In the Select and Define Action pane, from the Action Type drop-down list, select Create a Record .iii.From the Record Type drop-down list, enter the name of the platform event you have created in step 7.In the Set Field Values section, create two rows with the following values:Appendix A Customer Relationship Management (CRM) Recipes A-122For row 1, set the following values: Field Information to Enter Field Type the name of the custom field you have created in sub-step f of step 6.For example, QuoteID.Type Select Field Reference .Value Click this field and on the resultant Select a Field dialog, select Quote ID from the drop-down, and click Choose.For row 2, set the following values: Field Information to Enter Field Type the name of the custom field you have created in sub-step g of step 6.For example, TransactionId_CPQ .Type Select Field Reference .Value Click this field and on the resultant Select a Field dialog, select TransactionId_CPQ from the drop- down, and click Choose.iv.Click Save .f.Activate the process.i.On the top right of the Process Builder page, click Activate .ii.In the Activate Version dialog, click Confirm .
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ii.In the Select and Define Action pane, from the Action Type drop-down list, select Create a Record .iii.From the Record Type drop-down list, enter the name of the platform event you have created in step 7.In the Set Field Values section, create two rows with the following values:Appendix A Customer Relationship Management (CRM) Recipes A-122For row 1, set the following values: Field Information to Enter Field Type the name of the custom field you have created in sub-step f of step 6.For example, QuoteID.Type Select Field Reference .Value Click this field and on the resultant Select a Field dialog, select Quote ID from the drop-down, and click Choose.For row 2, set the following values: Field Information to Enter Field Type the name of the custom field you have created in sub-step g of step 6.For example, TransactionId_CPQ .Type Select Field Reference .Value Click this field and on the resultant Select a Field dialog, select TransactionId_CPQ from the drop- down, and click Choose.iv.Click Save .f.Activate the process.i.On the top right of the Process Builder page, click Activate .ii.In the Activate Version dialog, click Confirm .Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.
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iii.From the Record Type drop-down list, enter the name of the platform event you have created in step 7.In the Set Field Values section, create two rows with the following values:Appendix A Customer Relationship Management (CRM) Recipes A-122For row 1, set the following values: Field Information to Enter Field Type the name of the custom field you have created in sub-step f of step 6.For example, QuoteID.Type Select Field Reference .Value Click this field and on the resultant Select a Field dialog, select Quote ID from the drop-down, and click Choose.For row 2, set the following values: Field Information to Enter Field Type the name of the custom field you have created in sub-step g of step 6.For example, TransactionId_CPQ .Type Select Field Reference .Value Click this field and on the resultant Select a Field dialog, select TransactionId_CPQ from the drop- down, and click Choose.iv.Click Save .f.Activate the process.i.On the top right of the Process Builder page, click Activate .ii.In the Activate Version dialog, click Confirm .Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.
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In the Set Field Values section, create two rows with the following values:Appendix A Customer Relationship Management (CRM) Recipes A-122For row 1, set the following values: Field Information to Enter Field Type the name of the custom field you have created in sub-step f of step 6.For example, QuoteID.Type Select Field Reference .Value Click this field and on the resultant Select a Field dialog, select Quote ID from the drop-down, and click Choose.For row 2, set the following values: Field Information to Enter Field Type the name of the custom field you have created in sub-step g of step 6.For example, TransactionId_CPQ .Type Select Field Reference .Value Click this field and on the resultant Select a Field dialog, select TransactionId_CPQ from the drop- down, and click Choose.iv.Click Save .f.Activate the process.i.On the top right of the Process Builder page, click Activate .ii.In the Activate Version dialog, click Confirm .Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.2.Click Search All .
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For example, QuoteID.Type Select Field Reference .Value Click this field and on the resultant Select a Field dialog, select Quote ID from the drop-down, and click Choose.For row 2, set the following values: Field Information to Enter Field Type the name of the custom field you have created in sub-step g of step 6.For example, TransactionId_CPQ .Type Select Field Reference .Value Click this field and on the resultant Select a Field dialog, select TransactionId_CPQ from the drop- down, and click Choose.iv.Click Save .f.Activate the process.i.On the top right of the Process Builder page, click Activate .ii.In the Activate Version dialog, click Confirm .Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.2.Click Search All .3.Find the recipe package that you want to install.
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Type Select Field Reference .Value Click this field and on the resultant Select a Field dialog, select Quote ID from the drop-down, and click Choose.For row 2, set the following values: Field Information to Enter Field Type the name of the custom field you have created in sub-step g of step 6.For example, TransactionId_CPQ .Type Select Field Reference .Value Click this field and on the resultant Select a Field dialog, select TransactionId_CPQ from the drop- down, and click Choose.iv.Click Save .f.Activate the process.i.On the top right of the Process Builder page, click Activate .ii.In the Activate Version dialog, click Confirm .Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.2.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.
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Value Click this field and on the resultant Select a Field dialog, select Quote ID from the drop-down, and click Choose.For row 2, set the following values: Field Information to Enter Field Type the name of the custom field you have created in sub-step g of step 6.For example, TransactionId_CPQ .Type Select Field Reference .Value Click this field and on the resultant Select a Field dialog, select TransactionId_CPQ from the drop- down, and click Choose.iv.Click Save .f.Activate the process.i.On the top right of the Process Builder page, click Activate .ii.In the Activate Version dialog, click Confirm .Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.2.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.
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For row 2, set the following values: Field Information to Enter Field Type the name of the custom field you have created in sub-step g of step 6.For example, TransactionId_CPQ .Type Select Field Reference .Value Click this field and on the resultant Select a Field dialog, select TransactionId_CPQ from the drop- down, and click Choose.iv.Click Save .f.Activate the process.i.On the top right of the Process Builder page, click Activate .ii.In the Activate Version dialog, click Confirm .Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.2.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.
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For example, TransactionId_CPQ .Type Select Field Reference .Value Click this field and on the resultant Select a Field dialog, select TransactionId_CPQ from the drop- down, and click Choose.iv.Click Save .f.Activate the process.i.On the top right of the Process Builder page, click Activate .ii.In the Activate Version dialog, click Confirm .Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.2.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.
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Type Select Field Reference .Value Click this field and on the resultant Select a Field dialog, select TransactionId_CPQ from the drop- down, and click Choose.iv.Click Save .f.Activate the process.i.On the top right of the Process Builder page, click Activate .ii.In the Activate Version dialog, click Confirm .Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.2.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Configure the Oracle CPQ REST Connection Configure the Oracle CPQ SOAP Connection Configure the Oracle Salesforce Connection Configure the Lookup Table Configure the IntegrationAppendix A Customer Relationship Management (CRM) Recipes A-123Configure the Oracle CPQ REST Connection 1.On the Configuration Editor page, select Oracle CPQ Connection .
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Value Click this field and on the resultant Select a Field dialog, select TransactionId_CPQ from the drop- down, and click Choose.iv.Click Save .f.Activate the process.i.On the top right of the Process Builder page, click Activate .ii.In the Activate Version dialog, click Confirm .Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.2.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Configure the Oracle CPQ REST Connection Configure the Oracle CPQ SOAP Connection Configure the Oracle Salesforce Connection Configure the Lookup Table Configure the IntegrationAppendix A Customer Relationship Management (CRM) Recipes A-123Configure the Oracle CPQ REST Connection 1.On the Configuration Editor page, select Oracle CPQ Connection .2.Click Edit .
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iv.Click Save .f.Activate the process.i.On the top right of the Process Builder page, click Activate .ii.In the Activate Version dialog, click Confirm .Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.2.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Configure the Oracle CPQ REST Connection Configure the Oracle CPQ SOAP Connection Configure the Oracle Salesforce Connection Configure the Lookup Table Configure the IntegrationAppendix A Customer Relationship Management (CRM) Recipes A-123Configure the Oracle CPQ REST Connection 1.On the Configuration Editor page, select Oracle CPQ Connection .2.Click Edit .The connection configuration page appears.
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f.Activate the process.i.On the top right of the Process Builder page, click Activate .ii.In the Activate Version dialog, click Confirm .Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.2.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Configure the Oracle CPQ REST Connection Configure the Oracle CPQ SOAP Connection Configure the Oracle Salesforce Connection Configure the Lookup Table Configure the IntegrationAppendix A Customer Relationship Management (CRM) Recipes A-123Configure the Oracle CPQ REST Connection 1.On the Configuration Editor page, select Oracle CPQ Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.
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i.On the top right of the Process Builder page, click Activate .ii.In the Activate Version dialog, click Confirm .Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.2.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Configure the Oracle CPQ REST Connection Configure the Oracle CPQ SOAP Connection Configure the Oracle Salesforce Connection Configure the Lookup Table Configure the IntegrationAppendix A Customer Relationship Management (CRM) Recipes A-123Configure the Oracle CPQ REST Connection 1.On the Configuration Editor page, select Oracle CPQ Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Connection Type Select REST Catalog URL .
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ii.In the Activate Version dialog, click Confirm .Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.2.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Configure the Oracle CPQ REST Connection Configure the Oracle CPQ SOAP Connection Configure the Oracle Salesforce Connection Configure the Lookup Table Configure the IntegrationAppendix A Customer Relationship Management (CRM) Recipes A-123Configure the Oracle CPQ REST Connection 1.On the Configuration Editor page, select Oracle CPQ Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Connection Type Select REST Catalog URL .Connection URL Enter the instance URL of Oracle CPQ.
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Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.2.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Configure the Oracle CPQ REST Connection Configure the Oracle CPQ SOAP Connection Configure the Oracle Salesforce Connection Configure the Lookup Table Configure the IntegrationAppendix A Customer Relationship Management (CRM) Recipes A-123Configure the Oracle CPQ REST Connection 1.On the Configuration Editor page, select Oracle CPQ Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Connection Type Select REST Catalog URL .Connection URL Enter the instance URL of Oracle CPQ.For example, https://<OracleInstance>.com/rest/v8/ metadata-catalog .
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1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.2.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Configure the Oracle CPQ REST Connection Configure the Oracle CPQ SOAP Connection Configure the Oracle Salesforce Connection Configure the Lookup Table Configure the IntegrationAppendix A Customer Relationship Management (CRM) Recipes A-123Configure the Oracle CPQ REST Connection 1.On the Configuration Editor page, select Oracle CPQ Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Connection Type Select REST Catalog URL .Connection URL Enter the instance URL of Oracle CPQ.For example, https://<OracleInstance>.com/rest/v8/ metadata-catalog .See Configure Oracle CPQ .
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2.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Configure the Oracle CPQ REST Connection Configure the Oracle CPQ SOAP Connection Configure the Oracle Salesforce Connection Configure the Lookup Table Configure the IntegrationAppendix A Customer Relationship Management (CRM) Recipes A-123Configure the Oracle CPQ REST Connection 1.On the Configuration Editor page, select Oracle CPQ Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Connection Type Select REST Catalog URL .Connection URL Enter the instance URL of Oracle CPQ.For example, https://<OracleInstance>.com/rest/v8/ metadata-catalog .See Configure Oracle CPQ .4.In the Security section, enter the following details.
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3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Configure the Oracle CPQ REST Connection Configure the Oracle CPQ SOAP Connection Configure the Oracle Salesforce Connection Configure the Lookup Table Configure the IntegrationAppendix A Customer Relationship Management (CRM) Recipes A-123Configure the Oracle CPQ REST Connection 1.On the Configuration Editor page, select Oracle CPQ Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Connection Type Select REST Catalog URL .Connection URL Enter the instance URL of Oracle CPQ.For example, https://<OracleInstance>.com/rest/v8/ metadata-catalog .See Configure Oracle CPQ .4.In the Security section, enter the following details.Field Information to Enter Security Policy Select Username Password Token .
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4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Configure the Oracle CPQ REST Connection Configure the Oracle CPQ SOAP Connection Configure the Oracle Salesforce Connection Configure the Lookup Table Configure the IntegrationAppendix A Customer Relationship Management (CRM) Recipes A-123Configure the Oracle CPQ REST Connection 1.On the Configuration Editor page, select Oracle CPQ Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Connection Type Select REST Catalog URL .Connection URL Enter the instance URL of Oracle CPQ.For example, https://<OracleInstance>.com/rest/v8/ metadata-catalog .See Configure Oracle CPQ .4.In the Security section, enter the following details.Field Information to Enter Security Policy Select Username Password Token .Username Enter the username of the account created for Oracle Integration in Oracle CPQ.
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5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Configure the Oracle CPQ REST Connection Configure the Oracle CPQ SOAP Connection Configure the Oracle Salesforce Connection Configure the Lookup Table Configure the IntegrationAppendix A Customer Relationship Management (CRM) Recipes A-123Configure the Oracle CPQ REST Connection 1.On the Configuration Editor page, select Oracle CPQ Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Connection Type Select REST Catalog URL .Connection URL Enter the instance URL of Oracle CPQ.For example, https://<OracleInstance>.com/rest/v8/ metadata-catalog .See Configure Oracle CPQ .4.In the Security section, enter the following details.Field Information to Enter Security Policy Select Username Password Token .Username Enter the username of the account created for Oracle Integration in Oracle CPQ.See Configure Oracle CPQ .
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The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Configure the Oracle CPQ REST Connection Configure the Oracle CPQ SOAP Connection Configure the Oracle Salesforce Connection Configure the Lookup Table Configure the IntegrationAppendix A Customer Relationship Management (CRM) Recipes A-123Configure the Oracle CPQ REST Connection 1.On the Configuration Editor page, select Oracle CPQ Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Connection Type Select REST Catalog URL .Connection URL Enter the instance URL of Oracle CPQ.For example, https://<OracleInstance>.com/rest/v8/ metadata-catalog .See Configure Oracle CPQ .4.In the Security section, enter the following details.Field Information to Enter Security Policy Select Username Password Token .Username Enter the username of the account created for Oracle Integration in Oracle CPQ.See Configure Oracle CPQ .Password Enter the password of the account created for Oracle Integration in Oracle CPQ.
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Configure the following resources before you activate and run the recipe.Configure the Oracle CPQ REST Connection Configure the Oracle CPQ SOAP Connection Configure the Oracle Salesforce Connection Configure the Lookup Table Configure the IntegrationAppendix A Customer Relationship Management (CRM) Recipes A-123Configure the Oracle CPQ REST Connection 1.On the Configuration Editor page, select Oracle CPQ Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Connection Type Select REST Catalog URL .Connection URL Enter the instance URL of Oracle CPQ.For example, https://<OracleInstance>.com/rest/v8/ metadata-catalog .See Configure Oracle CPQ .4.In the Security section, enter the following details.Field Information to Enter Security Policy Select Username Password Token .Username Enter the username of the account created for Oracle Integration in Oracle CPQ.See Configure Oracle CPQ .Password Enter the password of the account created for Oracle Integration in Oracle CPQ.See Configure Oracle CPQ .
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Configure the Oracle CPQ REST Connection Configure the Oracle CPQ SOAP Connection Configure the Oracle Salesforce Connection Configure the Lookup Table Configure the IntegrationAppendix A Customer Relationship Management (CRM) Recipes A-123Configure the Oracle CPQ REST Connection 1.On the Configuration Editor page, select Oracle CPQ Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Connection Type Select REST Catalog URL .Connection URL Enter the instance URL of Oracle CPQ.For example, https://<OracleInstance>.com/rest/v8/ metadata-catalog .See Configure Oracle CPQ .4.In the Security section, enter the following details.Field Information to Enter Security Policy Select Username Password Token .Username Enter the username of the account created for Oracle Integration in Oracle CPQ.See Configure Oracle CPQ .Password Enter the password of the account created for Oracle Integration in Oracle CPQ.See Configure Oracle CPQ .5.Click Save .
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2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Connection Type Select REST Catalog URL .Connection URL Enter the instance URL of Oracle CPQ.For example, https://<OracleInstance>.com/rest/v8/ metadata-catalog .See Configure Oracle CPQ .4.In the Security section, enter the following details.Field Information to Enter Security Policy Select Username Password Token .Username Enter the username of the account created for Oracle Integration in Oracle CPQ.See Configure Oracle CPQ .Password Enter the password of the account created for Oracle Integration in Oracle CPQ.See Configure Oracle CPQ .5.Click Save .If prompted, click Save for a second time.
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The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Connection Type Select REST Catalog URL .Connection URL Enter the instance URL of Oracle CPQ.For example, https://<OracleInstance>.com/rest/v8/ metadata-catalog .See Configure Oracle CPQ .4.In the Security section, enter the following details.Field Information to Enter Security Policy Select Username Password Token .Username Enter the username of the account created for Oracle Integration in Oracle CPQ.See Configure Oracle CPQ .Password Enter the password of the account created for Oracle Integration in Oracle CPQ.See Configure Oracle CPQ .5.Click Save .If prompted, click Save for a second time.6.Click Test to ensure that your connection is successfully configured.
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3.In the Connection Properties section, enter the following details.Field Information to Enter Connection Type Select REST Catalog URL .Connection URL Enter the instance URL of Oracle CPQ.For example, https://<OracleInstance>.com/rest/v8/ metadata-catalog .See Configure Oracle CPQ .4.In the Security section, enter the following details.Field Information to Enter Security Policy Select Username Password Token .Username Enter the username of the account created for Oracle Integration in Oracle CPQ.See Configure Oracle CPQ .Password Enter the password of the account created for Oracle Integration in Oracle CPQ.See Configure Oracle CPQ .5.Click Save .If prompted, click Save for a second time.6.Click Test to ensure that your connection is successfully configured.In the resulting dialog, click Test again.
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Field Information to Enter Connection Type Select REST Catalog URL .Connection URL Enter the instance URL of Oracle CPQ.For example, https://<OracleInstance>.com/rest/v8/ metadata-catalog .See Configure Oracle CPQ .4.In the Security section, enter the following details.Field Information to Enter Security Policy Select Username Password Token .Username Enter the username of the account created for Oracle Integration in Oracle CPQ.See Configure Oracle CPQ .Password Enter the password of the account created for Oracle Integration in Oracle CPQ.See Configure Oracle CPQ .5.Click Save .If prompted, click Save for a second time.6.Click Test to ensure that your connection is successfully configured.In the resulting dialog, click Test again.A confirmation message is displayed if your test is successful.
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Connection URL Enter the instance URL of Oracle CPQ.For example, https://<OracleInstance>.com/rest/v8/ metadata-catalog .See Configure Oracle CPQ .4.In the Security section, enter the following details.Field Information to Enter Security Policy Select Username Password Token .Username Enter the username of the account created for Oracle Integration in Oracle CPQ.See Configure Oracle CPQ .Password Enter the password of the account created for Oracle Integration in Oracle CPQ.See Configure Oracle CPQ .5.Click Save .If prompted, click Save for a second time.6.Click Test to ensure that your connection is successfully configured.In the resulting dialog, click Test again.A confirmation message is displayed if your test is successful.7.Click Back to return to the Configuration Editor page.
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For example, https://<OracleInstance>.com/rest/v8/ metadata-catalog .See Configure Oracle CPQ .4.In the Security section, enter the following details.Field Information to Enter Security Policy Select Username Password Token .Username Enter the username of the account created for Oracle Integration in Oracle CPQ.See Configure Oracle CPQ .Password Enter the password of the account created for Oracle Integration in Oracle CPQ.See Configure Oracle CPQ .5.Click Save .If prompted, click Save for a second time.6.Click Test to ensure that your connection is successfully configured.In the resulting dialog, click Test again.A confirmation message is displayed if your test is successful.7.Click Back to return to the Configuration Editor page.Click Save again if prompted.
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See Configure Oracle CPQ .4.In the Security section, enter the following details.Field Information to Enter Security Policy Select Username Password Token .Username Enter the username of the account created for Oracle Integration in Oracle CPQ.See Configure Oracle CPQ .Password Enter the password of the account created for Oracle Integration in Oracle CPQ.See Configure Oracle CPQ .5.Click Save .If prompted, click Save for a second time.6.Click Test to ensure that your connection is successfully configured.In the resulting dialog, click Test again.A confirmation message is displayed if your test is successful.7.Click Back to return to the Configuration Editor page.Click Save again if prompted.Configure the Oracle CPQ SOAP Connection 1.On the Configuration Editor page, select Oracle CPQ SOAP Connection .
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4.In the Security section, enter the following details.Field Information to Enter Security Policy Select Username Password Token .Username Enter the username of the account created for Oracle Integration in Oracle CPQ.See Configure Oracle CPQ .Password Enter the password of the account created for Oracle Integration in Oracle CPQ.See Configure Oracle CPQ .5.Click Save .If prompted, click Save for a second time.6.Click Test to ensure that your connection is successfully configured.In the resulting dialog, click Test again.A confirmation message is displayed if your test is successful.7.Click Back to return to the Configuration Editor page.Click Save again if prompted.Configure the Oracle CPQ SOAP Connection 1.On the Configuration Editor page, select Oracle CPQ SOAP Connection .2.Click Edit .
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Field Information to Enter Security Policy Select Username Password Token .Username Enter the username of the account created for Oracle Integration in Oracle CPQ.See Configure Oracle CPQ .Password Enter the password of the account created for Oracle Integration in Oracle CPQ.See Configure Oracle CPQ .5.Click Save .If prompted, click Save for a second time.6.Click Test to ensure that your connection is successfully configured.In the resulting dialog, click Test again.A confirmation message is displayed if your test is successful.7.Click Back to return to the Configuration Editor page.Click Save again if prompted.Configure the Oracle CPQ SOAP Connection 1.On the Configuration Editor page, select Oracle CPQ SOAP Connection .2.Click Edit .The connection configuration page appears.
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Username Enter the username of the account created for Oracle Integration in Oracle CPQ.See Configure Oracle CPQ .Password Enter the password of the account created for Oracle Integration in Oracle CPQ.See Configure Oracle CPQ .5.Click Save .If prompted, click Save for a second time.6.Click Test to ensure that your connection is successfully configured.In the resulting dialog, click Test again.A confirmation message is displayed if your test is successful.7.Click Back to return to the Configuration Editor page.Click Save again if prompted.Configure the Oracle CPQ SOAP Connection 1.On the Configuration Editor page, select Oracle CPQ SOAP Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.
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See Configure Oracle CPQ .Password Enter the password of the account created for Oracle Integration in Oracle CPQ.See Configure Oracle CPQ .5.Click Save .If prompted, click Save for a second time.6.Click Test to ensure that your connection is successfully configured.In the resulting dialog, click Test again.A confirmation message is displayed if your test is successful.7.Click Back to return to the Configuration Editor page.Click Save again if prompted.Configure the Oracle CPQ SOAP Connection 1.On the Configuration Editor page, select Oracle CPQ SOAP Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Connection Type Select SOAP WSDL URL .Appendix A Customer Relationship Management (CRM) Recipes A-124Field Information to Enter Connection URL Enter the URL of the Oracle CPQ instance.
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Password Enter the password of the account created for Oracle Integration in Oracle CPQ.See Configure Oracle CPQ .5.Click Save .If prompted, click Save for a second time.6.Click Test to ensure that your connection is successfully configured.In the resulting dialog, click Test again.A confirmation message is displayed if your test is successful.7.Click Back to return to the Configuration Editor page.Click Save again if prompted.Configure the Oracle CPQ SOAP Connection 1.On the Configuration Editor page, select Oracle CPQ SOAP Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Connection Type Select SOAP WSDL URL .Appendix A Customer Relationship Management (CRM) Recipes A-124Field Information to Enter Connection URL Enter the URL of the Oracle CPQ instance.For example, https://<OracleInstance>.com/ rest/v8/metadata-catalog .
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See Configure Oracle CPQ .5.Click Save .If prompted, click Save for a second time.6.Click Test to ensure that your connection is successfully configured.In the resulting dialog, click Test again.A confirmation message is displayed if your test is successful.7.Click Back to return to the Configuration Editor page.Click Save again if prompted.Configure the Oracle CPQ SOAP Connection 1.On the Configuration Editor page, select Oracle CPQ SOAP Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Connection Type Select SOAP WSDL URL .Appendix A Customer Relationship Management (CRM) Recipes A-124Field Information to Enter Connection URL Enter the URL of the Oracle CPQ instance.For example, https://<OracleInstance>.com/ rest/v8/metadata-catalog .See Configure Oracle CPQ .
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5.Click Save .If prompted, click Save for a second time.6.Click Test to ensure that your connection is successfully configured.In the resulting dialog, click Test again.A confirmation message is displayed if your test is successful.7.Click Back to return to the Configuration Editor page.Click Save again if prompted.Configure the Oracle CPQ SOAP Connection 1.On the Configuration Editor page, select Oracle CPQ SOAP Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Connection Type Select SOAP WSDL URL .Appendix A Customer Relationship Management (CRM) Recipes A-124Field Information to Enter Connection URL Enter the URL of the Oracle CPQ instance.For example, https://<OracleInstance>.com/ rest/v8/metadata-catalog .See Configure Oracle CPQ .4.In the Security section, enter the following details.
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If prompted, click Save for a second time.6.Click Test to ensure that your connection is successfully configured.In the resulting dialog, click Test again.A confirmation message is displayed if your test is successful.7.Click Back to return to the Configuration Editor page.Click Save again if prompted.Configure the Oracle CPQ SOAP Connection 1.On the Configuration Editor page, select Oracle CPQ SOAP Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Connection Type Select SOAP WSDL URL .Appendix A Customer Relationship Management (CRM) Recipes A-124Field Information to Enter Connection URL Enter the URL of the Oracle CPQ instance.For example, https://<OracleInstance>.com/ rest/v8/metadata-catalog .See Configure Oracle CPQ .4.In the Security section, enter the following details.Field Information to Enter Security Policy Select Username Password Token .
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6.Click Test to ensure that your connection is successfully configured.In the resulting dialog, click Test again.A confirmation message is displayed if your test is successful.7.Click Back to return to the Configuration Editor page.Click Save again if prompted.Configure the Oracle CPQ SOAP Connection 1.On the Configuration Editor page, select Oracle CPQ SOAP Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Connection Type Select SOAP WSDL URL .Appendix A Customer Relationship Management (CRM) Recipes A-124Field Information to Enter Connection URL Enter the URL of the Oracle CPQ instance.For example, https://<OracleInstance>.com/ rest/v8/metadata-catalog .See Configure Oracle CPQ .4.In the Security section, enter the following details.Field Information to Enter Security Policy Select Username Password Token .Username Enter the username of the account created for Oracle Integration in Oracle CPQ.
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In the resulting dialog, click Test again.A confirmation message is displayed if your test is successful.7.Click Back to return to the Configuration Editor page.Click Save again if prompted.Configure the Oracle CPQ SOAP Connection 1.On the Configuration Editor page, select Oracle CPQ SOAP Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Connection Type Select SOAP WSDL URL .Appendix A Customer Relationship Management (CRM) Recipes A-124Field Information to Enter Connection URL Enter the URL of the Oracle CPQ instance.For example, https://<OracleInstance>.com/ rest/v8/metadata-catalog .See Configure Oracle CPQ .4.In the Security section, enter the following details.Field Information to Enter Security Policy Select Username Password Token .Username Enter the username of the account created for Oracle Integration in Oracle CPQ.See Configure Oracle CPQ .
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A confirmation message is displayed if your test is successful.7.Click Back to return to the Configuration Editor page.Click Save again if prompted.Configure the Oracle CPQ SOAP Connection 1.On the Configuration Editor page, select Oracle CPQ SOAP Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Connection Type Select SOAP WSDL URL .Appendix A Customer Relationship Management (CRM) Recipes A-124Field Information to Enter Connection URL Enter the URL of the Oracle CPQ instance.For example, https://<OracleInstance>.com/ rest/v8/metadata-catalog .See Configure Oracle CPQ .4.In the Security section, enter the following details.Field Information to Enter Security Policy Select Username Password Token .Username Enter the username of the account created for Oracle Integration in Oracle CPQ.See Configure Oracle CPQ .Password Enter the password of the account created for Oracle Integration in Oracle CPQ.
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7.Click Back to return to the Configuration Editor page.Click Save again if prompted.Configure the Oracle CPQ SOAP Connection 1.On the Configuration Editor page, select Oracle CPQ SOAP Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Connection Type Select SOAP WSDL URL .Appendix A Customer Relationship Management (CRM) Recipes A-124Field Information to Enter Connection URL Enter the URL of the Oracle CPQ instance.For example, https://<OracleInstance>.com/ rest/v8/metadata-catalog .See Configure Oracle CPQ .4.In the Security section, enter the following details.Field Information to Enter Security Policy Select Username Password Token .Username Enter the username of the account created for Oracle Integration in Oracle CPQ.See Configure Oracle CPQ .Password Enter the password of the account created for Oracle Integration in Oracle CPQ.See Configure Oracle CPQ .
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