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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 .5.Click Save .
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 .5.Click Save .If prompted, click Save for a second time.
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 .5.Click Save .If prompted, click Save for a second time.6.Click Test to ensure that your connection is successfully configured.
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 .5.Click Save .If prompted, click Save for a second time.6.Click Test to ensure that your connection is successfully configured.A confirmation message is displayed if your test is successful.
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 .5.Click Save .If prompted, click Save for a second time.6.Click Test to ensure that your connection is successfully configured.A confirmation message is displayed if your test is successful.7.Click Back to return to the Configuration Editor page.
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 .5.Click Save .If prompted, click Save for a second time.6.Click Test to ensure that your connection is successfully configured.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.
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.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 Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .
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.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 Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .
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.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 Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.
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.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 Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.
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.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 Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.
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.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 Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.
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.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 Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.See step 3 in Configure Salesforce .
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.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 Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.See step 3 in Configure Salesforce .4.In the Security section, enter the following details.
5.Click Save .If prompted, click Save for a second time.6.Click Test to ensure that your connection is successfully configured.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 Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.See step 3 in Configure Salesforce .4.In the Security section, enter the following details.Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.
If prompted, click Save for a second time.6.Click Test to ensure that your connection is successfully configured.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 Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.See step 3 in Configure Salesforce .4.In the Security section, enter the following details.Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.
6.Click Test to ensure that your connection is successfully configured.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 Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.See step 3 in Configure Salesforce .4.In the Security section, enter the following details.Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .Appendix A Customer Relationship Management (CRM) Recipes A-125Field Information to Enter Password Enter the password of the account created for Oracle Integration on Salesforce.
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 Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.See step 3 in Configure Salesforce .4.In the Security section, enter the following details.Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .Appendix A Customer Relationship Management (CRM) Recipes A-125Field Information to Enter Password Enter the password of the account created for Oracle Integration on Salesforce.Note: To the password, you must also append the security token generated for the same account.
7.Click Back to return to the Configuration Editor page.Click Save again if prompted.Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.See step 3 in Configure Salesforce .4.In the Security section, enter the following details.Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .Appendix A Customer Relationship Management (CRM) Recipes A-125Field Information to Enter Password Enter the password of the account created for Oracle Integration on Salesforce.Note: To the password, you must also append the security token generated for the same account.5.Click Save .
Click Save again if prompted.Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.See step 3 in Configure Salesforce .4.In the Security section, enter the following details.Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .Appendix A Customer Relationship Management (CRM) Recipes A-125Field Information to Enter Password Enter the password of the account created for Oracle Integration on Salesforce.Note: To the password, you must also append the security token generated for the same account.5.Click Save .If prompted, click Save for a second time.
Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.See step 3 in Configure Salesforce .4.In the Security section, enter the following details.Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .Appendix A Customer Relationship Management (CRM) Recipes A-125Field Information to Enter Password Enter the password of the account created for Oracle Integration on Salesforce.Note: To the password, you must also append the security token generated for the same account.5.Click Save .If prompted, click Save for a second time.6.Click Test to ensure that your connection is successfully configured.
2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.See step 3 in Configure Salesforce .4.In the Security section, enter the following details.Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .Appendix A Customer Relationship Management (CRM) Recipes A-125Field Information to Enter Password Enter the password of the account created for Oracle Integration on Salesforce.Note: To the password, you must also append the security token generated for the same account.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.
The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.See step 3 in Configure Salesforce .4.In the Security section, enter the following details.Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .Appendix A Customer Relationship Management (CRM) Recipes A-125Field Information to Enter Password Enter the password of the account created for Oracle Integration on Salesforce.Note: To the password, you must also append the security token generated for the same account.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.
3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.See step 3 in Configure Salesforce .4.In the Security section, enter the following details.Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .Appendix A Customer Relationship Management (CRM) Recipes A-125Field Information to Enter Password Enter the password of the account created for Oracle Integration on Salesforce.Note: To the password, you must also append the security token generated for the same account.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.
Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.See step 3 in Configure Salesforce .4.In the Security section, enter the following details.Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .Appendix A Customer Relationship Management (CRM) Recipes A-125Field Information to Enter Password Enter the password of the account created for Oracle Integration on Salesforce.Note: To the password, you must also append the security token generated for the same account.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.
API Version Enter your current Salesforce API version.See step 3 in Configure Salesforce .4.In the Security section, enter the following details.Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .Appendix A Customer Relationship Management (CRM) Recipes A-125Field Information to Enter Password Enter the password of the account created for Oracle Integration on Salesforce.Note: To the password, you must also append the security token generated for the same account.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 Lookup Table Configure the ORCL-BRT-SFDC_CPQ_CONSTANTS lookup table to replace the default Salesforce ID value with the specific Salesforce ID for the Standard Book Price of your Salesforce instance.. 1.On the Configuration Editor page, select the lookup table and click Edit .
See step 3 in Configure Salesforce .4.In the Security section, enter the following details.Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .Appendix A Customer Relationship Management (CRM) Recipes A-125Field Information to Enter Password Enter the password of the account created for Oracle Integration on Salesforce.Note: To the password, you must also append the security token generated for the same account.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 Lookup Table Configure the ORCL-BRT-SFDC_CPQ_CONSTANTS lookup table to replace the default Salesforce ID value with the specific Salesforce ID for the Standard Book Price of your Salesforce instance.. 1.On the Configuration Editor page, select the lookup table and click Edit .The ORCL-BRT-SFDC_CPQ_CONSTANTS lookup table appears.
4.In the Security section, enter the following details.Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .Appendix A Customer Relationship Management (CRM) Recipes A-125Field Information to Enter Password Enter the password of the account created for Oracle Integration on Salesforce.Note: To the password, you must also append the security token generated for the same account.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 Lookup Table Configure the ORCL-BRT-SFDC_CPQ_CONSTANTS lookup table to replace the default Salesforce ID value with the specific Salesforce ID for the Standard Book Price of your Salesforce instance.. 1.On the Configuration Editor page, select the lookup table and click Edit .The ORCL-BRT-SFDC_CPQ_CONSTANTS lookup table appears.The lookup table contains a mapping of constant values used internally by the system, and names that you can associate with these constants.
Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .Appendix A Customer Relationship Management (CRM) Recipes A-125Field Information to Enter Password Enter the password of the account created for Oracle Integration on Salesforce.Note: To the password, you must also append the security token generated for the same account.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 Lookup Table Configure the ORCL-BRT-SFDC_CPQ_CONSTANTS lookup table to replace the default Salesforce ID value with the specific Salesforce ID for the Standard Book Price of your Salesforce instance.. 1.On the Configuration Editor page, select the lookup table and click Edit .The ORCL-BRT-SFDC_CPQ_CONSTANTS lookup table appears.The lookup table contains a mapping of constant values used internally by the system, and names that you can associate with these constants.Additionally, it contains a default value (Salesforce ID) that is mapped to the Standard Price Book of Salesforce.
Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .Appendix A Customer Relationship Management (CRM) Recipes A-125Field Information to Enter Password Enter the password of the account created for Oracle Integration on Salesforce.Note: To the password, you must also append the security token generated for the same account.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 Lookup Table Configure the ORCL-BRT-SFDC_CPQ_CONSTANTS lookup table to replace the default Salesforce ID value with the specific Salesforce ID for the Standard Book Price of your Salesforce instance.. 1.On the Configuration Editor page, select the lookup table and click Edit .The ORCL-BRT-SFDC_CPQ_CONSTANTS lookup table appears.The lookup table contains a mapping of constant values used internally by the system, and names that you can associate with these constants.Additionally, it contains a default value (Salesforce ID) that is mapped to the Standard Price Book of Salesforce.2.Replace the default Salesforce ID in the SFDC_ID column with your Salesforce instance's Standard Price Book Salesforce ID.
See Configure Salesforce .Appendix A Customer Relationship Management (CRM) Recipes A-125Field Information to Enter Password Enter the password of the account created for Oracle Integration on Salesforce.Note: To the password, you must also append the security token generated for the same account.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 Lookup Table Configure the ORCL-BRT-SFDC_CPQ_CONSTANTS lookup table to replace the default Salesforce ID value with the specific Salesforce ID for the Standard Book Price of your Salesforce instance.. 1.On the Configuration Editor page, select the lookup table and click Edit .The ORCL-BRT-SFDC_CPQ_CONSTANTS lookup table appears.The lookup table contains a mapping of constant values used internally by the system, and names that you can associate with these constants.Additionally, it contains a default value (Salesforce ID) that is mapped to the Standard Price Book of Salesforce.2.Replace the default Salesforce ID in the SFDC_ID column with your Salesforce instance's Standard Price Book Salesforce ID.For more information on how to identify the Salesforce ID of your Salesforce instance, see step 5 in Configure Salesforce .
Note: To the password, you must also append the security token generated for the same account.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 Lookup Table Configure the ORCL-BRT-SFDC_CPQ_CONSTANTS lookup table to replace the default Salesforce ID value with the specific Salesforce ID for the Standard Book Price of your Salesforce instance.. 1.On the Configuration Editor page, select the lookup table and click Edit .The ORCL-BRT-SFDC_CPQ_CONSTANTS lookup table appears.The lookup table contains a mapping of constant values used internally by the system, and names that you can associate with these constants.Additionally, it contains a default value (Salesforce ID) that is mapped to the Standard Price Book of Salesforce.2.Replace the default Salesforce ID in the SFDC_ID column with your Salesforce instance's Standard Price Book Salesforce ID.For more information on how to identify the Salesforce ID of your Salesforce instance, see step 5 in Configure Salesforce .3.Click Save .
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 Lookup Table Configure the ORCL-BRT-SFDC_CPQ_CONSTANTS lookup table to replace the default Salesforce ID value with the specific Salesforce ID for the Standard Book Price of your Salesforce instance.. 1.On the Configuration Editor page, select the lookup table and click Edit .The ORCL-BRT-SFDC_CPQ_CONSTANTS lookup table appears.The lookup table contains a mapping of constant values used internally by the system, and names that you can associate with these constants.Additionally, it contains a default value (Salesforce ID) that is mapped to the Standard Price Book of Salesforce.2.Replace the default Salesforce ID in the SFDC_ID column with your Salesforce instance's Standard Price Book Salesforce ID.For more information on how to identify the Salesforce ID of your Salesforce instance, see step 5 in Configure Salesforce .3.Click Save .If prompted, click Save for a second time.
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 Lookup Table Configure the ORCL-BRT-SFDC_CPQ_CONSTANTS lookup table to replace the default Salesforce ID value with the specific Salesforce ID for the Standard Book Price of your Salesforce instance.. 1.On the Configuration Editor page, select the lookup table and click Edit .The ORCL-BRT-SFDC_CPQ_CONSTANTS lookup table appears.The lookup table contains a mapping of constant values used internally by the system, and names that you can associate with these constants.Additionally, it contains a default value (Salesforce ID) that is mapped to the Standard Price Book of Salesforce.2.Replace the default Salesforce ID in the SFDC_ID column with your Salesforce instance's Standard Price Book Salesforce ID.For more information on how to identify the Salesforce ID of your Salesforce instance, see step 5 in Configure Salesforce .3.Click Save .If prompted, click Save for a second time.4.Click Back to return to the Configuration Editor page.
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 Lookup Table Configure the ORCL-BRT-SFDC_CPQ_CONSTANTS lookup table to replace the default Salesforce ID value with the specific Salesforce ID for the Standard Book Price of your Salesforce instance.. 1.On the Configuration Editor page, select the lookup table and click Edit .The ORCL-BRT-SFDC_CPQ_CONSTANTS lookup table appears.The lookup table contains a mapping of constant values used internally by the system, and names that you can associate with these constants.Additionally, it contains a default value (Salesforce ID) that is mapped to the Standard Price Book of Salesforce.2.Replace the default Salesforce ID in the SFDC_ID column with your Salesforce instance's Standard Price Book Salesforce ID.For more information on how to identify the Salesforce ID of your Salesforce instance, see step 5 in Configure Salesforce .3.Click Save .If prompted, click Save for a second time.4.Click Back to return to the Configuration Editor page.Configure the Integration Configure the integration so that Oracle Integration susbcribes to Salesforce platform events that are published, and processes the appropriate platform event that you have created for this recipe.
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 Lookup Table Configure the ORCL-BRT-SFDC_CPQ_CONSTANTS lookup table to replace the default Salesforce ID value with the specific Salesforce ID for the Standard Book Price of your Salesforce instance.. 1.On the Configuration Editor page, select the lookup table and click Edit .The ORCL-BRT-SFDC_CPQ_CONSTANTS lookup table appears.The lookup table contains a mapping of constant values used internally by the system, and names that you can associate with these constants.Additionally, it contains a default value (Salesforce ID) that is mapped to the Standard Price Book of Salesforce.2.Replace the default Salesforce ID in the SFDC_ID column with your Salesforce instance's Standard Price Book Salesforce ID.For more information on how to identify the Salesforce ID of your Salesforce instance, see step 5 in Configure Salesforce .3.Click Save .If prompted, click Save for a second time.4.Click Back to return to the Configuration Editor page.Configure the Integration Configure the integration so that Oracle Integration susbcribes to Salesforce platform events that are published, and processes the appropriate platform event that you have created for this recipe.1.On the Configuration Editor page, select Oracle Salesforce CPQ Quote2Transaction Sync integration.
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 Lookup Table Configure the ORCL-BRT-SFDC_CPQ_CONSTANTS lookup table to replace the default Salesforce ID value with the specific Salesforce ID for the Standard Book Price of your Salesforce instance.. 1.On the Configuration Editor page, select the lookup table and click Edit .The ORCL-BRT-SFDC_CPQ_CONSTANTS lookup table appears.The lookup table contains a mapping of constant values used internally by the system, and names that you can associate with these constants.Additionally, it contains a default value (Salesforce ID) that is mapped to the Standard Price Book of Salesforce.2.Replace the default Salesforce ID in the SFDC_ID column with your Salesforce instance's Standard Price Book Salesforce ID.For more information on how to identify the Salesforce ID of your Salesforce instance, see step 5 in Configure Salesforce .3.Click Save .If prompted, click Save for a second time.4.Click Back to return to the Configuration Editor page.Configure the Integration Configure the integration so that Oracle Integration susbcribes to Salesforce platform events that are published, and processes the appropriate platform event that you have created for this recipe.1.On the Configuration Editor page, select Oracle Salesforce CPQ Quote2Transaction Sync integration.2.Click Edit .Appendix A Customer Relationship Management (CRM) Recipes A-1263.Click the Salesforce trigger (GetQuote_PE), and then click Edit .
7.Click Back to return to the Configuration Editor page.Click Save again if prompted.Configure the Lookup Table Configure the ORCL-BRT-SFDC_CPQ_CONSTANTS lookup table to replace the default Salesforce ID value with the specific Salesforce ID for the Standard Book Price of your Salesforce instance.. 1.On the Configuration Editor page, select the lookup table and click Edit .The ORCL-BRT-SFDC_CPQ_CONSTANTS lookup table appears.The lookup table contains a mapping of constant values used internally by the system, and names that you can associate with these constants.Additionally, it contains a default value (Salesforce ID) that is mapped to the Standard Price Book of Salesforce.2.Replace the default Salesforce ID in the SFDC_ID column with your Salesforce instance's Standard Price Book Salesforce ID.For more information on how to identify the Salesforce ID of your Salesforce instance, see step 5 in Configure Salesforce .3.Click Save .If prompted, click Save for a second time.4.Click Back to return to the Configuration Editor page.Configure the Integration Configure the integration so that Oracle Integration susbcribes to Salesforce platform events that are published, and processes the appropriate platform event that you have created for this recipe.1.On the Configuration Editor page, select Oracle Salesforce CPQ Quote2Transaction Sync integration.2.Click Edit .Appendix A Customer Relationship Management (CRM) Recipes A-1263.Click the Salesforce trigger (GetQuote_PE), and then click Edit .The Configure Salesforce.com Endpoint wizard appears.
Click Save again if prompted.Configure the Lookup Table Configure the ORCL-BRT-SFDC_CPQ_CONSTANTS lookup table to replace the default Salesforce ID value with the specific Salesforce ID for the Standard Book Price of your Salesforce instance.. 1.On the Configuration Editor page, select the lookup table and click Edit .The ORCL-BRT-SFDC_CPQ_CONSTANTS lookup table appears.The lookup table contains a mapping of constant values used internally by the system, and names that you can associate with these constants.Additionally, it contains a default value (Salesforce ID) that is mapped to the Standard Price Book of Salesforce.2.Replace the default Salesforce ID in the SFDC_ID column with your Salesforce instance's Standard Price Book Salesforce ID.For more information on how to identify the Salesforce ID of your Salesforce instance, see step 5 in Configure Salesforce .3.Click Save .If prompted, click Save for a second time.4.Click Back to return to the Configuration Editor page.Configure the Integration Configure the integration so that Oracle Integration susbcribes to Salesforce platform events that are published, and processes the appropriate platform event that you have created for this recipe.1.On the Configuration Editor page, select Oracle Salesforce CPQ Quote2Transaction Sync integration.2.Click Edit .Appendix A Customer Relationship Management (CRM) Recipes A-1263.Click the Salesforce trigger (GetQuote_PE), and then click Edit .The Configure Salesforce.com Endpoint wizard appears.4.Click Next .
Configure the Lookup Table Configure the ORCL-BRT-SFDC_CPQ_CONSTANTS lookup table to replace the default Salesforce ID value with the specific Salesforce ID for the Standard Book Price of your Salesforce instance.. 1.On the Configuration Editor page, select the lookup table and click Edit .The ORCL-BRT-SFDC_CPQ_CONSTANTS lookup table appears.The lookup table contains a mapping of constant values used internally by the system, and names that you can associate with these constants.Additionally, it contains a default value (Salesforce ID) that is mapped to the Standard Price Book of Salesforce.2.Replace the default Salesforce ID in the SFDC_ID column with your Salesforce instance's Standard Price Book Salesforce ID.For more information on how to identify the Salesforce ID of your Salesforce instance, see step 5 in Configure Salesforce .3.Click Save .If prompted, click Save for a second time.4.Click Back to return to the Configuration Editor page.Configure the Integration Configure the integration so that Oracle Integration susbcribes to Salesforce platform events that are published, and processes the appropriate platform event that you have created for this recipe.1.On the Configuration Editor page, select Oracle Salesforce CPQ Quote2Transaction Sync integration.2.Click Edit .Appendix A Customer Relationship Management (CRM) Recipes A-1263.Click the Salesforce trigger (GetQuote_PE), and then click Edit .The Configure Salesforce.com Endpoint wizard appears.4.Click Next .5.On the Salesforce Trigger Action page, select Streaming API , and click Next .
The ORCL-BRT-SFDC_CPQ_CONSTANTS lookup table appears.The lookup table contains a mapping of constant values used internally by the system, and names that you can associate with these constants.Additionally, it contains a default value (Salesforce ID) that is mapped to the Standard Price Book of Salesforce.2.Replace the default Salesforce ID in the SFDC_ID column with your Salesforce instance's Standard Price Book Salesforce ID.For more information on how to identify the Salesforce ID of your Salesforce instance, see step 5 in Configure Salesforce .3.Click Save .If prompted, click Save for a second time.4.Click Back to return to the Configuration Editor page.Configure the Integration Configure the integration so that Oracle Integration susbcribes to Salesforce platform events that are published, and processes the appropriate platform event that you have created for this recipe.1.On the Configuration Editor page, select Oracle Salesforce CPQ Quote2Transaction Sync integration.2.Click Edit .Appendix A Customer Relationship Management (CRM) Recipes A-1263.Click the Salesforce trigger (GetQuote_PE), and then click Edit .The Configure Salesforce.com Endpoint wizard appears.4.Click Next .5.On the Salesforce Trigger Action page, select Streaming API , and click Next .6.On the Streaming API Configuration page, select Subscribe to platform events published on Salesforce.com .
The lookup table contains a mapping of constant values used internally by the system, and names that you can associate with these constants.Additionally, it contains a default value (Salesforce ID) that is mapped to the Standard Price Book of Salesforce.2.Replace the default Salesforce ID in the SFDC_ID column with your Salesforce instance's Standard Price Book Salesforce ID.For more information on how to identify the Salesforce ID of your Salesforce instance, see step 5 in Configure Salesforce .3.Click Save .If prompted, click Save for a second time.4.Click Back to return to the Configuration Editor page.Configure the Integration Configure the integration so that Oracle Integration susbcribes to Salesforce platform events that are published, and processes the appropriate platform event that you have created for this recipe.1.On the Configuration Editor page, select Oracle Salesforce CPQ Quote2Transaction Sync integration.2.Click Edit .Appendix A Customer Relationship Management (CRM) Recipes A-1263.Click the Salesforce trigger (GetQuote_PE), and then click Edit .The Configure Salesforce.com Endpoint wizard appears.4.Click Next .5.On the Salesforce Trigger Action page, select Streaming API , and click Next .6.On the Streaming API Configuration page, select Subscribe to platform events published on Salesforce.com .7.In the Select a platform event text box, select the platform event that you created earlier.
Additionally, it contains a default value (Salesforce ID) that is mapped to the Standard Price Book of Salesforce.2.Replace the default Salesforce ID in the SFDC_ID column with your Salesforce instance's Standard Price Book Salesforce ID.For more information on how to identify the Salesforce ID of your Salesforce instance, see step 5 in Configure Salesforce .3.Click Save .If prompted, click Save for a second time.4.Click Back to return to the Configuration Editor page.Configure the Integration Configure the integration so that Oracle Integration susbcribes to Salesforce platform events that are published, and processes the appropriate platform event that you have created for this recipe.1.On the Configuration Editor page, select Oracle Salesforce CPQ Quote2Transaction Sync integration.2.Click Edit .Appendix A Customer Relationship Management (CRM) Recipes A-1263.Click the Salesforce trigger (GetQuote_PE), and then click Edit .The Configure Salesforce.com Endpoint wizard appears.4.Click Next .5.On the Salesforce Trigger Action page, select Streaming API , and click Next .6.On the Streaming API Configuration page, select Subscribe to platform events published on Salesforce.com .7.In the Select a platform event text box, select the platform event that you created earlier.See step 7 in Configure Salesforce .
2.Replace the default Salesforce ID in the SFDC_ID column with your Salesforce instance's Standard Price Book Salesforce ID.For more information on how to identify the Salesforce ID of your Salesforce instance, see step 5 in Configure Salesforce .3.Click Save .If prompted, click Save for a second time.4.Click Back to return to the Configuration Editor page.Configure the Integration Configure the integration so that Oracle Integration susbcribes to Salesforce platform events that are published, and processes the appropriate platform event that you have created for this recipe.1.On the Configuration Editor page, select Oracle Salesforce CPQ Quote2Transaction Sync integration.2.Click Edit .Appendix A Customer Relationship Management (CRM) Recipes A-1263.Click the Salesforce trigger (GetQuote_PE), and then click Edit .The Configure Salesforce.com Endpoint wizard appears.4.Click Next .5.On the Salesforce Trigger Action page, select Streaming API , and click Next .6.On the Streaming API Configuration page, select Subscribe to platform events published on Salesforce.com .7.In the Select a platform event text box, select the platform event that you created earlier.See step 7 in Configure Salesforce .8.Click Next .
For more information on how to identify the Salesforce ID of your Salesforce instance, see step 5 in Configure Salesforce .3.Click Save .If prompted, click Save for a second time.4.Click Back to return to the Configuration Editor page.Configure the Integration Configure the integration so that Oracle Integration susbcribes to Salesforce platform events that are published, and processes the appropriate platform event that you have created for this recipe.1.On the Configuration Editor page, select Oracle Salesforce CPQ Quote2Transaction Sync integration.2.Click Edit .Appendix A Customer Relationship Management (CRM) Recipes A-1263.Click the Salesforce trigger (GetQuote_PE), and then click Edit .The Configure Salesforce.com Endpoint wizard appears.4.Click Next .5.On the Salesforce Trigger Action page, select Streaming API , and click Next .6.On the Streaming API Configuration page, select Subscribe to platform events published on Salesforce.com .7.In the Select a platform event text box, select the platform event that you created earlier.See step 7 in Configure Salesforce .8.Click Next .The Salesforce.com Endpoint Configuration Summary dialog appears.
3.Click Save .If prompted, click Save for a second time.4.Click Back to return to the Configuration Editor page.Configure the Integration Configure the integration so that Oracle Integration susbcribes to Salesforce platform events that are published, and processes the appropriate platform event that you have created for this recipe.1.On the Configuration Editor page, select Oracle Salesforce CPQ Quote2Transaction Sync integration.2.Click Edit .Appendix A Customer Relationship Management (CRM) Recipes A-1263.Click the Salesforce trigger (GetQuote_PE), and then click Edit .The Configure Salesforce.com Endpoint wizard appears.4.Click Next .5.On the Salesforce Trigger Action page, select Streaming API , and click Next .6.On the Streaming API Configuration page, select Subscribe to platform events published on Salesforce.com .7.In the Select a platform event text box, select the platform event that you created earlier.See step 7 in Configure Salesforce .8.Click Next .The Salesforce.com Endpoint Configuration Summary dialog appears.9.Click Done .
If prompted, click Save for a second time.4.Click Back to return to the Configuration Editor page.Configure the Integration Configure the integration so that Oracle Integration susbcribes to Salesforce platform events that are published, and processes the appropriate platform event that you have created for this recipe.1.On the Configuration Editor page, select Oracle Salesforce CPQ Quote2Transaction Sync integration.2.Click Edit .Appendix A Customer Relationship Management (CRM) Recipes A-1263.Click the Salesforce trigger (GetQuote_PE), and then click Edit .The Configure Salesforce.com Endpoint wizard appears.4.Click Next .5.On the Salesforce Trigger Action page, select Streaming API , and click Next .6.On the Streaming API Configuration page, select Subscribe to platform events published on Salesforce.com .7.In the Select a platform event text box, select the platform event that you created earlier.See step 7 in Configure Salesforce .8.Click Next .The Salesforce.com Endpoint Configuration Summary dialog appears.9.Click Done .10.Click Save .
4.Click Back to return to the Configuration Editor page.Configure the Integration Configure the integration so that Oracle Integration susbcribes to Salesforce platform events that are published, and processes the appropriate platform event that you have created for this recipe.1.On the Configuration Editor page, select Oracle Salesforce CPQ Quote2Transaction Sync integration.2.Click Edit .Appendix A Customer Relationship Management (CRM) Recipes A-1263.Click the Salesforce trigger (GetQuote_PE), and then click Edit .The Configure Salesforce.com Endpoint wizard appears.4.Click Next .5.On the Salesforce Trigger Action page, select Streaming API , and click Next .6.On the Streaming API Configuration page, select Subscribe to platform events published on Salesforce.com .7.In the Select a platform event text box, select the platform event that you created earlier.See step 7 in Configure Salesforce .8.Click Next .The Salesforce.com Endpoint Configuration Summary dialog appears.9.Click Done .10.Click Save .If prompted, click Save for a second time.
Configure the Integration Configure the integration so that Oracle Integration susbcribes to Salesforce platform events that are published, and processes the appropriate platform event that you have created for this recipe.1.On the Configuration Editor page, select Oracle Salesforce CPQ Quote2Transaction Sync integration.2.Click Edit .Appendix A Customer Relationship Management (CRM) Recipes A-1263.Click the Salesforce trigger (GetQuote_PE), and then click Edit .The Configure Salesforce.com Endpoint wizard appears.4.Click Next .5.On the Salesforce Trigger Action page, select Streaming API , and click Next .6.On the Streaming API Configuration page, select Subscribe to platform events published on Salesforce.com .7.In the Select a platform event text box, select the platform event that you created earlier.See step 7 in Configure Salesforce .8.Click Next .The Salesforce.com Endpoint Configuration Summary dialog appears.9.Click Done .10.Click Save .If prompted, click Save for a second time.Oracle Integration displays a message indicating that the save operation is successful.
1.On the Configuration Editor page, select Oracle Salesforce CPQ Quote2Transaction Sync integration.2.Click Edit .Appendix A Customer Relationship Management (CRM) Recipes A-1263.Click the Salesforce trigger (GetQuote_PE), and then click Edit .The Configure Salesforce.com Endpoint wizard appears.4.Click Next .5.On the Salesforce Trigger Action page, select Streaming API , and click Next .6.On the Streaming API Configuration page, select Subscribe to platform events published on Salesforce.com .7.In the Select a platform event text box, select the platform event that you created earlier.See step 7 in Configure Salesforce .8.Click Next .The Salesforce.com Endpoint Configuration Summary dialog appears.9.Click Done .10.Click Save .If prompted, click Save for a second time.Oracle Integration displays a message indicating that the save operation is successful.11.Click Close .
2.Click Edit .Appendix A Customer Relationship Management (CRM) Recipes A-1263.Click the Salesforce trigger (GetQuote_PE), and then click Edit .The Configure Salesforce.com Endpoint wizard appears.4.Click Next .5.On the Salesforce Trigger Action page, select Streaming API , and click Next .6.On the Streaming API Configuration page, select Subscribe to platform events published on Salesforce.com .7.In the Select a platform event text box, select the platform event that you created earlier.See step 7 in Configure Salesforce .8.Click Next .The Salesforce.com Endpoint Configuration Summary dialog appears.9.Click Done .10.Click Save .If prompted, click Save for a second time.Oracle Integration displays a message indicating that the save operation is successful.11.Click Close .Activate and Run the Recipe After you've configured the connections and other resources, activate the recipe package and run it.
The Configure Salesforce.com Endpoint wizard appears.4.Click Next .5.On the Salesforce Trigger Action page, select Streaming API , and click Next .6.On the Streaming API Configuration page, select Subscribe to platform events published on Salesforce.com .7.In the Select a platform event text box, select the platform event that you created earlier.See step 7 in Configure Salesforce .8.Click Next .The Salesforce.com Endpoint Configuration Summary dialog appears.9.Click Done .10.Click Save .If prompted, click Save for a second time.Oracle Integration displays a message indicating that the save operation is successful.11.Click Close .Activate and Run the Recipe After you've configured the connections and other resources, activate the recipe package and run it.Note that before testing the integration flows, ensure that you've an opportunity created in your Oracle CPQ instance as well as in your Salesforce instance.
4.Click Next .5.On the Salesforce Trigger Action page, select Streaming API , and click Next .6.On the Streaming API Configuration page, select Subscribe to platform events published on Salesforce.com .7.In the Select a platform event text box, select the platform event that you created earlier.See step 7 in Configure Salesforce .8.Click Next .The Salesforce.com Endpoint Configuration Summary dialog appears.9.Click Done .10.Click Save .If prompted, click Save for a second time.Oracle Integration displays a message indicating that the save operation is successful.11.Click Close .Activate and Run the Recipe After you've configured the connections and other resources, activate the recipe package and run it.Note that before testing the integration flows, ensure that you've an opportunity created in your Oracle CPQ instance as well as in your Salesforce instance.Transactions in Oracle CPQ and quotes in Salesforce can only be created for an opportunity.
5.On the Salesforce Trigger Action page, select Streaming API , and click Next .6.On the Streaming API Configuration page, select Subscribe to platform events published on Salesforce.com .7.In the Select a platform event text box, select the platform event that you created earlier.See step 7 in Configure Salesforce .8.Click Next .The Salesforce.com Endpoint Configuration Summary dialog appears.9.Click Done .10.Click Save .If prompted, click Save for a second time.Oracle Integration displays a message indicating that the save operation is successful.11.Click Close .Activate and Run the Recipe After you've configured the connections and other resources, activate the recipe package and run it.Note that before testing the integration flows, ensure that you've an opportunity created in your Oracle CPQ instance as well as in your Salesforce instance.Transactions in Oracle CPQ and quotes in Salesforce can only be created for an opportunity.1.On the Configuration Editor page, click Activate in the title bar.
6.On the Streaming API Configuration page, select Subscribe to platform events published on Salesforce.com .7.In the Select a platform event text box, select the platform event that you created earlier.See step 7 in Configure Salesforce .8.Click Next .The Salesforce.com Endpoint Configuration Summary dialog appears.9.Click Done .10.Click Save .If prompted, click Save for a second time.Oracle Integration displays a message indicating that the save operation is successful.11.Click Close .Activate and Run the Recipe After you've configured the connections and other resources, activate the recipe package and run it.Note that before testing the integration flows, ensure that you've an opportunity created in your Oracle CPQ instance as well as in your Salesforce instance.Transactions in Oracle CPQ and quotes in Salesforce can only be created for an opportunity.1.On the Configuration Editor page, click Activate in the title bar.In the Activate Package dialog, click Activate again.
7.In the Select a platform event text box, select the platform event that you created earlier.See step 7 in Configure Salesforce .8.Click Next .The Salesforce.com Endpoint Configuration Summary dialog appears.9.Click Done .10.Click Save .If prompted, click Save for a second time.Oracle Integration displays a message indicating that the save operation is successful.11.Click Close .Activate and Run the Recipe After you've configured the connections and other resources, activate the recipe package and run it.Note that before testing the integration flows, ensure that you've an opportunity created in your Oracle CPQ instance as well as in your Salesforce instance.Transactions in Oracle CPQ and quotes in Salesforce can only be created for an opportunity.1.On the Configuration Editor page, click Activate in the title bar.In the Activate Package dialog, click Activate again.A confirmation message is displayed informing that the integration has been submitted for activation.
See step 7 in Configure Salesforce .8.Click Next .The Salesforce.com Endpoint Configuration Summary dialog appears.9.Click Done .10.Click Save .If prompted, click Save for a second time.Oracle Integration displays a message indicating that the save operation is successful.11.Click Close .Activate and Run the Recipe After you've configured the connections and other resources, activate the recipe package and run it.Note that before testing the integration flows, ensure that you've an opportunity created in your Oracle CPQ instance as well as in your Salesforce instance.Transactions in Oracle CPQ and quotes in Salesforce can only be created for an opportunity.1.On the Configuration Editor page, click Activate in the title bar.In the Activate Package dialog, click Activate again.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.
8.Click Next .The Salesforce.com Endpoint Configuration Summary dialog appears.9.Click Done .10.Click Save .If prompted, click Save for a second time.Oracle Integration displays a message indicating that the save operation is successful.11.Click Close .Activate and Run the Recipe After you've configured the connections and other resources, activate the recipe package and run it.Note that before testing the integration flows, ensure that you've an opportunity created in your Oracle CPQ instance as well as in your Salesforce instance.Transactions in Oracle CPQ and quotes in Salesforce can only be created for an opportunity.1.On the Configuration Editor page, click Activate in the title bar.In the Activate Package dialog, click Activate again.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Test the Oracle CPQ to Salesforce integration flow.
The Salesforce.com Endpoint Configuration Summary dialog appears.9.Click Done .10.Click Save .If prompted, click Save for a second time.Oracle Integration displays a message indicating that the save operation is successful.11.Click Close .Activate and Run the Recipe After you've configured the connections and other resources, activate the recipe package and run it.Note that before testing the integration flows, ensure that you've an opportunity created in your Oracle CPQ instance as well as in your Salesforce instance.Transactions in Oracle CPQ and quotes in Salesforce can only be created for an opportunity.1.On the Configuration Editor page, click Activate in the title bar.In the Activate Package dialog, click Activate again.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Test the Oracle CPQ to Salesforce integration flow.a.Create a transaction in Oracle CPQ Cloud.
9.Click Done .10.Click Save .If prompted, click Save for a second time.Oracle Integration displays a message indicating that the save operation is successful.11.Click Close .Activate and Run the Recipe After you've configured the connections and other resources, activate the recipe package and run it.Note that before testing the integration flows, ensure that you've an opportunity created in your Oracle CPQ instance as well as in your Salesforce instance.Transactions in Oracle CPQ and quotes in Salesforce can only be created for an opportunity.1.On the Configuration Editor page, click Activate in the title bar.In the Activate Package dialog, click Activate again.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Test the Oracle CPQ to Salesforce integration flow.a.Create a transaction in Oracle CPQ Cloud.i.Log in to the Oracle CPQ Cloud instance.
10.Click Save .If prompted, click Save for a second time.Oracle Integration displays a message indicating that the save operation is successful.11.Click Close .Activate and Run the Recipe After you've configured the connections and other resources, activate the recipe package and run it.Note that before testing the integration flows, ensure that you've an opportunity created in your Oracle CPQ instance as well as in your Salesforce instance.Transactions in Oracle CPQ and quotes in Salesforce can only be created for an opportunity.1.On the Configuration Editor page, click Activate in the title bar.In the Activate Package dialog, click Activate again.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Test the Oracle CPQ to Salesforce integration flow.a.Create a transaction in Oracle CPQ Cloud.i.Log in to the Oracle CPQ Cloud instance.ii.Click the user icon on the top right of the page, and select the opportunity where you want to create the new transaction.
If prompted, click Save for a second time.Oracle Integration displays a message indicating that the save operation is successful.11.Click Close .Activate and Run the Recipe After you've configured the connections and other resources, activate the recipe package and run it.Note that before testing the integration flows, ensure that you've an opportunity created in your Oracle CPQ instance as well as in your Salesforce instance.Transactions in Oracle CPQ and quotes in Salesforce can only be created for an opportunity.1.On the Configuration Editor page, click Activate in the title bar.In the Activate Package dialog, click Activate again.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Test the Oracle CPQ to Salesforce integration flow.a.Create a transaction in Oracle CPQ Cloud.i.Log in to the Oracle CPQ Cloud instance.ii.Click the user icon on the top right of the page, and select the opportunity where you want to create the new transaction.iii.In the resulting page, click New Transaction.
Oracle Integration displays a message indicating that the save operation is successful.11.Click Close .Activate and Run the Recipe After you've configured the connections and other resources, activate the recipe package and run it.Note that before testing the integration flows, ensure that you've an opportunity created in your Oracle CPQ instance as well as in your Salesforce instance.Transactions in Oracle CPQ and quotes in Salesforce can only be created for an opportunity.1.On the Configuration Editor page, click Activate in the title bar.In the Activate Package dialog, click Activate again.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Test the Oracle CPQ to Salesforce integration flow.a.Create a transaction in Oracle CPQ Cloud.i.Log in to the Oracle CPQ Cloud instance.ii.Click the user icon on the top right of the page, and select the opportunity where you want to create the new transaction.iii.In the resulting page, click New Transaction.iv.In the Line Iten Details tab, click Quick Add .
11.Click Close .Activate and Run the Recipe After you've configured the connections and other resources, activate the recipe package and run it.Note that before testing the integration flows, ensure that you've an opportunity created in your Oracle CPQ instance as well as in your Salesforce instance.Transactions in Oracle CPQ and quotes in Salesforce can only be created for an opportunity.1.On the Configuration Editor page, click Activate in the title bar.In the Activate Package dialog, click Activate again.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Test the Oracle CPQ to Salesforce integration flow.a.Create a transaction in Oracle CPQ Cloud.i.Log in to the Oracle CPQ Cloud instance.ii.Click the user icon on the top right of the page, and select the opportunity where you want to create the new transaction.iii.In the resulting page, click New Transaction.iv.In the Line Iten Details tab, click Quick Add .v.In the Quick Add dialog, search for an item with the product code.
Activate and Run the Recipe After you've configured the connections and other resources, activate the recipe package and run it.Note that before testing the integration flows, ensure that you've an opportunity created in your Oracle CPQ instance as well as in your Salesforce instance.Transactions in Oracle CPQ and quotes in Salesforce can only be created for an opportunity.1.On the Configuration Editor page, click Activate in the title bar.In the Activate Package dialog, click Activate again.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Test the Oracle CPQ to Salesforce integration flow.a.Create a transaction in Oracle CPQ Cloud.i.Log in to the Oracle CPQ Cloud instance.ii.Click the user icon on the top right of the page, and select the opportunity where you want to create the new transaction.iii.In the resulting page, click New Transaction.iv.In the Line Iten Details tab, click Quick Add .v.In the Quick Add dialog, search for an item with the product code.vi.Select the product and click OK. vii.Finally, click Submit_to_SFDC .
Note that before testing the integration flows, ensure that you've an opportunity created in your Oracle CPQ instance as well as in your Salesforce instance.Transactions in Oracle CPQ and quotes in Salesforce can only be created for an opportunity.1.On the Configuration Editor page, click Activate in the title bar.In the Activate Package dialog, click Activate again.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Test the Oracle CPQ to Salesforce integration flow.a.Create a transaction in Oracle CPQ Cloud.i.Log in to the Oracle CPQ Cloud instance.ii.Click the user icon on the top right of the page, and select the opportunity where you want to create the new transaction.iii.In the resulting page, click New Transaction.iv.In the Line Iten Details tab, click Quick Add .v.In the Quick Add dialog, search for an item with the product code.vi.Select the product and click OK. vii.Finally, click Submit_to_SFDC .b.Monitor the execution of the integration flow in Oracle Integration.
Transactions in Oracle CPQ and quotes in Salesforce can only be created for an opportunity.1.On the Configuration Editor page, click Activate in the title bar.In the Activate Package dialog, click Activate again.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Test the Oracle CPQ to Salesforce integration flow.a.Create a transaction in Oracle CPQ Cloud.i.Log in to the Oracle CPQ Cloud instance.ii.Click the user icon on the top right of the page, and select the opportunity where you want to create the new transaction.iii.In the resulting page, click New Transaction.iv.In the Line Iten Details tab, click Quick Add .v.In the Quick Add dialog, search for an item with the product code.vi.Select the product and click OK. vii.Finally, click Submit_to_SFDC .b.Monitor the execution of the integration flow in Oracle Integration.i.On the Configuration Editor page, select the integration.
1.On the Configuration Editor page, click Activate in the title bar.In the Activate Package dialog, click Activate again.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Test the Oracle CPQ to Salesforce integration flow.a.Create a transaction in Oracle CPQ Cloud.i.Log in to the Oracle CPQ Cloud instance.ii.Click the user icon on the top right of the page, and select the opportunity where you want to create the new transaction.iii.In the resulting page, click New Transaction.iv.In the Line Iten Details tab, click Quick Add .v.In the Quick Add dialog, search for an item with the product code.vi.Select the product and click OK. vii.Finally, click Submit_to_SFDC .b.Monitor the execution of the integration flow in Oracle Integration.i.On the Configuration Editor page, select the integration.ii.Click Run , and then click Track Instances .Appendix A Customer Relationship Management (CRM) Recipes A-127On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.
In the Activate Package dialog, click Activate again.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Test the Oracle CPQ to Salesforce integration flow.a.Create a transaction in Oracle CPQ Cloud.i.Log in to the Oracle CPQ Cloud instance.ii.Click the user icon on the top right of the page, and select the opportunity where you want to create the new transaction.iii.In the resulting page, click New Transaction.iv.In the Line Iten Details tab, click Quick Add .v.In the Quick Add dialog, search for an item with the product code.vi.Select the product and click OK. vii.Finally, click Submit_to_SFDC .b.Monitor the execution of the integration flow in Oracle Integration.i.On the Configuration Editor page, select the integration.ii.Click Run , and then click Track Instances .Appendix A Customer Relationship Management (CRM) Recipes A-127On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe fetches the new transaction related information from Oracle CPQ Cloud and triggers the creation of a quote in Salesforce.
A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Test the Oracle CPQ to Salesforce integration flow.a.Create a transaction in Oracle CPQ Cloud.i.Log in to the Oracle CPQ Cloud instance.ii.Click the user icon on the top right of the page, and select the opportunity where you want to create the new transaction.iii.In the resulting page, click New Transaction.iv.In the Line Iten Details tab, click Quick Add .v.In the Quick Add dialog, search for an item with the product code.vi.Select the product and click OK. vii.Finally, click Submit_to_SFDC .b.Monitor the execution of the integration flow in Oracle Integration.i.On the Configuration Editor page, select the integration.ii.Click Run , and then click Track Instances .Appendix A Customer Relationship Management (CRM) Recipes A-127On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe fetches the new transaction related information from Oracle CPQ Cloud and triggers the creation of a quote in Salesforce.c.Check if a corresponding quote is created in Salesforce.
Refresh the page to view the updated status of the integration.2.Test the Oracle CPQ to Salesforce integration flow.a.Create a transaction in Oracle CPQ Cloud.i.Log in to the Oracle CPQ Cloud instance.ii.Click the user icon on the top right of the page, and select the opportunity where you want to create the new transaction.iii.In the resulting page, click New Transaction.iv.In the Line Iten Details tab, click Quick Add .v.In the Quick Add dialog, search for an item with the product code.vi.Select the product and click OK. vii.Finally, click Submit_to_SFDC .b.Monitor the execution of the integration flow in Oracle Integration.i.On the Configuration Editor page, select the integration.ii.Click Run , and then click Track Instances .Appendix A Customer Relationship Management (CRM) Recipes A-127On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe fetches the new transaction related information from Oracle CPQ Cloud and triggers the creation of a quote in Salesforce.c.Check if a corresponding quote is created in Salesforce.i.Log in to your Salesforce instance.
2.Test the Oracle CPQ to Salesforce integration flow.a.Create a transaction in Oracle CPQ Cloud.i.Log in to the Oracle CPQ Cloud instance.ii.Click the user icon on the top right of the page, and select the opportunity where you want to create the new transaction.iii.In the resulting page, click New Transaction.iv.In the Line Iten Details tab, click Quick Add .v.In the Quick Add dialog, search for an item with the product code.vi.Select the product and click OK. vii.Finally, click Submit_to_SFDC .b.Monitor the execution of the integration flow in Oracle Integration.i.On the Configuration Editor page, select the integration.ii.Click Run , and then click Track Instances .Appendix A Customer Relationship Management (CRM) Recipes A-127On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe fetches the new transaction related information from Oracle CPQ Cloud and triggers the creation of a quote in Salesforce.c.Check if a corresponding quote is created in Salesforce.i.Log in to your Salesforce instance.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.
a.Create a transaction in Oracle CPQ Cloud.i.Log in to the Oracle CPQ Cloud instance.ii.Click the user icon on the top right of the page, and select the opportunity where you want to create the new transaction.iii.In the resulting page, click New Transaction.iv.In the Line Iten Details tab, click Quick Add .v.In the Quick Add dialog, search for an item with the product code.vi.Select the product and click OK. vii.Finally, click Submit_to_SFDC .b.Monitor the execution of the integration flow in Oracle Integration.i.On the Configuration Editor page, select the integration.ii.Click Run , and then click Track Instances .Appendix A Customer Relationship Management (CRM) Recipes A-127On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe fetches the new transaction related information from Oracle CPQ Cloud and triggers the creation of a quote in Salesforce.c.Check if a corresponding quote is created in Salesforce.i.Log in to your Salesforce instance.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .
i.Log in to the Oracle CPQ Cloud instance.ii.Click the user icon on the top right of the page, and select the opportunity where you want to create the new transaction.iii.In the resulting page, click New Transaction.iv.In the Line Iten Details tab, click Quick Add .v.In the Quick Add dialog, search for an item with the product code.vi.Select the product and click OK. vii.Finally, click Submit_to_SFDC .b.Monitor the execution of the integration flow in Oracle Integration.i.On the Configuration Editor page, select the integration.ii.Click Run , and then click Track Instances .Appendix A Customer Relationship Management (CRM) Recipes A-127On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe fetches the new transaction related information from Oracle CPQ Cloud and triggers the creation of a quote in Salesforce.c.Check if a corresponding quote is created in Salesforce.i.Log in to your Salesforce instance.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .ii.On the Salesforce Setup page, click the Opportunities tab.
ii.Click the user icon on the top right of the page, and select the opportunity where you want to create the new transaction.iii.In the resulting page, click New Transaction.iv.In the Line Iten Details tab, click Quick Add .v.In the Quick Add dialog, search for an item with the product code.vi.Select the product and click OK. vii.Finally, click Submit_to_SFDC .b.Monitor the execution of the integration flow in Oracle Integration.i.On the Configuration Editor page, select the integration.ii.Click Run , and then click Track Instances .Appendix A Customer Relationship Management (CRM) Recipes A-127On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe fetches the new transaction related information from Oracle CPQ Cloud and triggers the creation of a quote in Salesforce.c.Check if a corresponding quote is created in Salesforce.i.Log in to your Salesforce instance.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .ii.On the Salesforce Setup page, click the Opportunities tab.Note: If you don't see the Opportunities tab on the page, click the Plus icon to the right of your current tabs, and then click Opportunities .
iii.In the resulting page, click New Transaction.iv.In the Line Iten Details tab, click Quick Add .v.In the Quick Add dialog, search for an item with the product code.vi.Select the product and click OK. vii.Finally, click Submit_to_SFDC .b.Monitor the execution of the integration flow in Oracle Integration.i.On the Configuration Editor page, select the integration.ii.Click Run , and then click Track Instances .Appendix A Customer Relationship Management (CRM) Recipes A-127On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe fetches the new transaction related information from Oracle CPQ Cloud and triggers the creation of a quote in Salesforce.c.Check if a corresponding quote is created in Salesforce.i.Log in to your Salesforce instance.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .ii.On the Salesforce Setup page, click the Opportunities tab.Note: If you don't see the Opportunities tab on the page, click the Plus icon to the right of your current tabs, and then click Opportunities .iii.Check if the new quote was created.
iv.In the Line Iten Details tab, click Quick Add .v.In the Quick Add dialog, search for an item with the product code.vi.Select the product and click OK. vii.Finally, click Submit_to_SFDC .b.Monitor the execution of the integration flow in Oracle Integration.i.On the Configuration Editor page, select the integration.ii.Click Run , and then click Track Instances .Appendix A Customer Relationship Management (CRM) Recipes A-127On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe fetches the new transaction related information from Oracle CPQ Cloud and triggers the creation of a quote in Salesforce.c.Check if a corresponding quote is created in Salesforce.i.Log in to your Salesforce instance.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .ii.On the Salesforce Setup page, click the Opportunities tab.Note: If you don't see the Opportunities tab on the page, click the Plus icon to the right of your current tabs, and then click Opportunities .iii.Check if the new quote was created.3.Test the Salesforce to Oracle CPQ Cloud integration flow.
v.In the Quick Add dialog, search for an item with the product code.vi.Select the product and click OK. vii.Finally, click Submit_to_SFDC .b.Monitor the execution of the integration flow in Oracle Integration.i.On the Configuration Editor page, select the integration.ii.Click Run , and then click Track Instances .Appendix A Customer Relationship Management (CRM) Recipes A-127On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe fetches the new transaction related information from Oracle CPQ Cloud and triggers the creation of a quote in Salesforce.c.Check if a corresponding quote is created in Salesforce.i.Log in to your Salesforce instance.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .ii.On the Salesforce Setup page, click the Opportunities tab.Note: If you don't see the Opportunities tab on the page, click the Plus icon to the right of your current tabs, and then click Opportunities .iii.Check if the new quote was created.3.Test the Salesforce to Oracle CPQ Cloud integration flow.a.Create a quote with line-items in Salesforce.
vi.Select the product and click OK. vii.Finally, click Submit_to_SFDC .b.Monitor the execution of the integration flow in Oracle Integration.i.On the Configuration Editor page, select the integration.ii.Click Run , and then click Track Instances .Appendix A Customer Relationship Management (CRM) Recipes A-127On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe fetches the new transaction related information from Oracle CPQ Cloud and triggers the creation of a quote in Salesforce.c.Check if a corresponding quote is created in Salesforce.i.Log in to your Salesforce instance.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .ii.On the Salesforce Setup page, click the Opportunities tab.Note: If you don't see the Opportunities tab on the page, click the Plus icon to the right of your current tabs, and then click Opportunities .iii.Check if the new quote was created.3.Test the Salesforce to Oracle CPQ Cloud integration flow.a.Create a quote with line-items in Salesforce.i.Log in to your Salesforce instance.
b.Monitor the execution of the integration flow in Oracle Integration.i.On the Configuration Editor page, select the integration.ii.Click Run , and then click Track Instances .Appendix A Customer Relationship Management (CRM) Recipes A-127On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe fetches the new transaction related information from Oracle CPQ Cloud and triggers the creation of a quote in Salesforce.c.Check if a corresponding quote is created in Salesforce.i.Log in to your Salesforce instance.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .ii.On the Salesforce Setup page, click the Opportunities tab.Note: If you don't see the Opportunities tab on the page, click the Plus icon to the right of your current tabs, and then click Opportunities .iii.Check if the new quote was created.3.Test the Salesforce to Oracle CPQ Cloud integration flow.a.Create a quote with line-items in Salesforce.i.Log in to your Salesforce instance.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.
i.On the Configuration Editor page, select the integration.ii.Click Run , and then click Track Instances .Appendix A Customer Relationship Management (CRM) Recipes A-127On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe fetches the new transaction related information from Oracle CPQ Cloud and triggers the creation of a quote in Salesforce.c.Check if a corresponding quote is created in Salesforce.i.Log in to your Salesforce instance.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .ii.On the Salesforce Setup page, click the Opportunities tab.Note: If you don't see the Opportunities tab on the page, click the Plus icon to the right of your current tabs, and then click Opportunities .iii.Check if the new quote was created.3.Test the Salesforce to Oracle CPQ Cloud integration flow.a.Create a quote with line-items in Salesforce.i.Log in to your Salesforce instance.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .
ii.Click Run , and then click Track Instances .Appendix A Customer Relationship Management (CRM) Recipes A-127On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe fetches the new transaction related information from Oracle CPQ Cloud and triggers the creation of a quote in Salesforce.c.Check if a corresponding quote is created in Salesforce.i.Log in to your Salesforce instance.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .ii.On the Salesforce Setup page, click the Opportunities tab.Note: If you don't see the Opportunities tab on the page, click the Plus icon to the right of your current tabs, and then click Opportunities .iii.Check if the new quote was created.3.Test the Salesforce to Oracle CPQ Cloud integration flow.a.Create a quote with line-items in Salesforce.i.Log in to your Salesforce instance.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .ii.Create a new quote for an opportunity.
The recipe fetches the new transaction related information from Oracle CPQ Cloud and triggers the creation of a quote in Salesforce.c.Check if a corresponding quote is created in Salesforce.i.Log in to your Salesforce instance.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .ii.On the Salesforce Setup page, click the Opportunities tab.Note: If you don't see the Opportunities tab on the page, click the Plus icon to the right of your current tabs, and then click Opportunities .iii.Check if the new quote was created.3.Test the Salesforce to Oracle CPQ Cloud integration flow.a.Create a quote with line-items in Salesforce.i.Log in to your Salesforce instance.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .ii.Create a new quote for an opportunity.Open the opportunity.
c.Check if a corresponding quote is created in Salesforce.i.Log in to your Salesforce instance.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .ii.On the Salesforce Setup page, click the Opportunities tab.Note: If you don't see the Opportunities tab on the page, click the Plus icon to the right of your current tabs, and then click Opportunities .iii.Check if the new quote was created.3.Test the Salesforce to Oracle CPQ Cloud integration flow.a.Create a quote with line-items in Salesforce.i.Log in to your Salesforce instance.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .ii.Create a new quote for an opportunity.Open the opportunity.Scroll to the Quotes section and click New Quote .
i.Log in to your Salesforce instance.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .ii.On the Salesforce Setup page, click the Opportunities tab.Note: If you don't see the Opportunities tab on the page, click the Plus icon to the right of your current tabs, and then click Opportunities .iii.Check if the new quote was created.3.Test the Salesforce to Oracle CPQ Cloud integration flow.a.Create a quote with line-items in Salesforce.i.Log in to your Salesforce instance.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .ii.Create a new quote for an opportunity.Open the opportunity.Scroll to the Quotes section and click New Quote .In the Quote Name field, enter a name for the quote.
Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .ii.On the Salesforce Setup page, click the Opportunities tab.Note: If you don't see the Opportunities tab on the page, click the Plus icon to the right of your current tabs, and then click Opportunities .iii.Check if the new quote was created.3.Test the Salesforce to Oracle CPQ Cloud integration flow.a.Create a quote with line-items in Salesforce.i.Log in to your Salesforce instance.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .ii.Create a new quote for an opportunity.Open the opportunity.Scroll to the Quotes section and click New Quote .In the Quote Name field, enter a name for the quote.Click Save .
See Toggle or switch between Lightning Experience and Salesforce Classic .ii.On the Salesforce Setup page, click the Opportunities tab.Note: If you don't see the Opportunities tab on the page, click the Plus icon to the right of your current tabs, and then click Opportunities .iii.Check if the new quote was created.3.Test the Salesforce to Oracle CPQ Cloud integration flow.a.Create a quote with line-items in Salesforce.i.Log in to your Salesforce instance.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .ii.Create a new quote for an opportunity.Open the opportunity.Scroll to the Quotes section and click New Quote .In the Quote Name field, enter a name for the quote.Click Save .iii.Add a line item for the quote.
ii.On the Salesforce Setup page, click the Opportunities tab.Note: If you don't see the Opportunities tab on the page, click the Plus icon to the right of your current tabs, and then click Opportunities .iii.Check if the new quote was created.3.Test the Salesforce to Oracle CPQ Cloud integration flow.a.Create a quote with line-items in Salesforce.i.Log in to your Salesforce instance.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .ii.Create a new quote for an opportunity.Open the opportunity.Scroll to the Quotes section and click New Quote .In the Quote Name field, enter a name for the quote.Click Save .iii.Add a line item for the quote.On the Quote details page, scroll to the Quote Line Items section and click Add Line Item .
Note: If you don't see the Opportunities tab on the page, click the Plus icon to the right of your current tabs, and then click Opportunities .iii.Check if the new quote was created.3.Test the Salesforce to Oracle CPQ Cloud integration flow.a.Create a quote with line-items in Salesforce.i.Log in to your Salesforce instance.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .ii.Create a new quote for an opportunity.Open the opportunity.Scroll to the Quotes section and click New Quote .In the Quote Name field, enter a name for the quote.Click Save .iii.Add a line item for the quote.On the Quote details page, scroll to the Quote Line Items section and click Add Line Item .In the Choose Price Book dialog, select Standard Price Book from the Price Book drop-down list, and click Save .
iii.Check if the new quote was created.3.Test the Salesforce to Oracle CPQ Cloud integration flow.a.Create a quote with line-items in Salesforce.i.Log in to your Salesforce instance.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .ii.Create a new quote for an opportunity.Open the opportunity.Scroll to the Quotes section and click New Quote .In the Quote Name field, enter a name for the quote.Click Save .iii.Add a line item for the quote.On the Quote details page, scroll to the Quote Line Items section and click Add Line Item .In the Choose Price Book dialog, select Standard Price Book from the Price Book drop-down list, and click Save .iv.On the Product Selection for Quote page, select the required product and click Select .Appendix A Customer Relationship Management (CRM) Recipes A-128v.Enter the quantity in the Quantity field.
3.Test the Salesforce to Oracle CPQ Cloud integration flow.a.Create a quote with line-items in Salesforce.i.Log in to your Salesforce instance.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .ii.Create a new quote for an opportunity.Open the opportunity.Scroll to the Quotes section and click New Quote .In the Quote Name field, enter a name for the quote.Click Save .iii.Add a line item for the quote.On the Quote details page, scroll to the Quote Line Items section and click Add Line Item .In the Choose Price Book dialog, select Standard Price Book from the Price Book drop-down list, and click Save .iv.On the Product Selection for Quote page, select the required product and click Select .Appendix A Customer Relationship Management (CRM) Recipes A-128v.Enter the quantity in the Quantity field.vi.Click Save .
a.Create a quote with line-items in Salesforce.i.Log in to your Salesforce instance.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .ii.Create a new quote for an opportunity.Open the opportunity.Scroll to the Quotes section and click New Quote .In the Quote Name field, enter a name for the quote.Click Save .iii.Add a line item for the quote.On the Quote details page, scroll to the Quote Line Items section and click Add Line Item .In the Choose Price Book dialog, select Standard Price Book from the Price Book drop-down list, and click Save .iv.On the Product Selection for Quote page, select the required product and click Select .Appendix A Customer Relationship Management (CRM) Recipes A-128v.Enter the quantity in the Quantity field.vi.Click Save .b.Monitor the execution of the integration flow in Oracle Integration.
i.Log in to your Salesforce instance.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .ii.Create a new quote for an opportunity.Open the opportunity.Scroll to the Quotes section and click New Quote .In the Quote Name field, enter a name for the quote.Click Save .iii.Add a line item for the quote.On the Quote details page, scroll to the Quote Line Items section and click Add Line Item .In the Choose Price Book dialog, select Standard Price Book from the Price Book drop-down list, and click Save .iv.On the Product Selection for Quote page, select the required product and click Select .Appendix A Customer Relationship Management (CRM) Recipes A-128v.Enter the quantity in the Quantity field.vi.Click Save .b.Monitor the execution of the integration flow in Oracle Integration.i.On the Configuration Editor page, select the integration flow.
Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .ii.Create a new quote for an opportunity.Open the opportunity.Scroll to the Quotes section and click New Quote .In the Quote Name field, enter a name for the quote.Click Save .iii.Add a line item for the quote.On the Quote details page, scroll to the Quote Line Items section and click Add Line Item .In the Choose Price Book dialog, select Standard Price Book from the Price Book drop-down list, and click Save .iv.On the Product Selection for Quote page, select the required product and click Select .Appendix A Customer Relationship Management (CRM) Recipes A-128v.Enter the quantity in the Quantity field.vi.Click Save .b.Monitor the execution of the integration flow in Oracle Integration.i.On the Configuration Editor page, select the integration flow.ii.Click Run , then click Track Instances .
See Toggle or switch between Lightning Experience and Salesforce Classic .ii.Create a new quote for an opportunity.Open the opportunity.Scroll to the Quotes section and click New Quote .In the Quote Name field, enter a name for the quote.Click Save .iii.Add a line item for the quote.On the Quote details page, scroll to the Quote Line Items section and click Add Line Item .In the Choose Price Book dialog, select Standard Price Book from the Price Book drop-down list, and click Save .iv.On the Product Selection for Quote page, select the required product and click Select .Appendix A Customer Relationship Management (CRM) Recipes A-128v.Enter the quantity in the Quantity field.vi.Click Save .b.Monitor the execution of the integration flow in Oracle Integration.i.On the Configuration Editor page, select the integration flow.ii.Click Run , then click Track Instances .On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.
ii.Create a new quote for an opportunity.Open the opportunity.Scroll to the Quotes section and click New Quote .In the Quote Name field, enter a name for the quote.Click Save .iii.Add a line item for the quote.On the Quote details page, scroll to the Quote Line Items section and click Add Line Item .In the Choose Price Book dialog, select Standard Price Book from the Price Book drop-down list, and click Save .iv.On the Product Selection for Quote page, select the required product and click Select .Appendix A Customer Relationship Management (CRM) Recipes A-128v.Enter the quantity in the Quantity field.vi.Click Save .b.Monitor the execution of the integration flow in Oracle Integration.i.On the Configuration Editor page, select the integration flow.ii.Click Run , then click Track Instances .On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe fetches all the quote related information from Salesforce and triggers the creation of a transaction in Oracle CPQ Cloud.
Open the opportunity.Scroll to the Quotes section and click New Quote .In the Quote Name field, enter a name for the quote.Click Save .iii.Add a line item for the quote.On the Quote details page, scroll to the Quote Line Items section and click Add Line Item .In the Choose Price Book dialog, select Standard Price Book from the Price Book drop-down list, and click Save .iv.On the Product Selection for Quote page, select the required product and click Select .Appendix A Customer Relationship Management (CRM) Recipes A-128v.Enter the quantity in the Quantity field.vi.Click Save .b.Monitor the execution of the integration flow in Oracle Integration.i.On the Configuration Editor page, select the integration flow.ii.Click Run , then click Track Instances .On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe fetches all the quote related information from Salesforce and triggers the creation of a transaction in Oracle CPQ Cloud.c.Check if the corresponding transaction is created in Oracle CPQ Cloud.
Scroll to the Quotes section and click New Quote .In the Quote Name field, enter a name for the quote.Click Save .iii.Add a line item for the quote.On the Quote details page, scroll to the Quote Line Items section and click Add Line Item .In the Choose Price Book dialog, select Standard Price Book from the Price Book drop-down list, and click Save .iv.On the Product Selection for Quote page, select the required product and click Select .Appendix A Customer Relationship Management (CRM) Recipes A-128v.Enter the quantity in the Quantity field.vi.Click Save .b.Monitor the execution of the integration flow in Oracle Integration.i.On the Configuration Editor page, select the integration flow.ii.Click Run , then click Track Instances .On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe fetches all the quote related information from Salesforce and triggers the creation of a transaction in Oracle CPQ Cloud.c.Check if the corresponding transaction is created in Oracle CPQ Cloud.i.Log in to your Oracle CPQ instance.
In the Quote Name field, enter a name for the quote.Click Save .iii.Add a line item for the quote.On the Quote details page, scroll to the Quote Line Items section and click Add Line Item .In the Choose Price Book dialog, select Standard Price Book from the Price Book drop-down list, and click Save .iv.On the Product Selection for Quote page, select the required product and click Select .Appendix A Customer Relationship Management (CRM) Recipes A-128v.Enter the quantity in the Quantity field.vi.Click Save .b.Monitor the execution of the integration flow in Oracle Integration.i.On the Configuration Editor page, select the integration flow.ii.Click Run , then click Track Instances .On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe fetches all the quote related information from Salesforce and triggers the creation of a transaction in Oracle CPQ Cloud.c.Check if the corresponding transaction is created in Oracle CPQ Cloud.i.Log in to your Oracle CPQ instance.ii.Click the user icon on the top right of the page, and select the opportunity.
Click Save .iii.Add a line item for the quote.On the Quote details page, scroll to the Quote Line Items section and click Add Line Item .In the Choose Price Book dialog, select Standard Price Book from the Price Book drop-down list, and click Save .iv.On the Product Selection for Quote page, select the required product and click Select .Appendix A Customer Relationship Management (CRM) Recipes A-128v.Enter the quantity in the Quantity field.vi.Click Save .b.Monitor the execution of the integration flow in Oracle Integration.i.On the Configuration Editor page, select the integration flow.ii.Click Run , then click Track Instances .On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe fetches all the quote related information from Salesforce and triggers the creation of a transaction in Oracle CPQ Cloud.c.Check if the corresponding transaction is created in Oracle CPQ Cloud.i.Log in to your Oracle CPQ instance.ii.Click the user icon on the top right of the page, and select the opportunity.iii.Check if the new transaction was created.

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