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CPQ Cloud & Oracle Sales Cloud Integration Implementation Overview
Oracle CPQ Cloud Product Management April 1, 2015
Oracle Confidential – Internal/Restricted/Highly Restricted
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
Program Agenda
Overview of the Integration
User Experience
How It Works
Steps to Implement
Planned Enhancements
1
2
3
4
5
Oracle Confidential – Internal/Restricted/Highly Restricted 4
OSC CPQ
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
Program Agenda
Overview of the Integration
User Experience
How It Works
Steps to Implement
Planned Enhancements
1
2
3
4
5
Oracle Confidential – Internal/Restricted/Highly Restricted 5
OSC CPQ
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
Integrating Sales Cloud with CPQ Cloud provides customers seamless support for the entire selling cycle. The integration allows users to create quotes and sales orders for an opportunity and/or sales account with a consistent UI flow originating in Oracle Sales Cloud.
Oracle Sales & CPQ Cloud Integration Overview
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Update Revenue & Status
Sales Opportunity Sales Transaction
Create Transaction
OSC CPQ
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CPQ
Select Products Price, Discount, Approvals,
Generate Proposal
OSC CPQ
Sample Transaction Life Cycle (1 of 3)
1. User creates a Sales Transaction from OSC for an opportunity or account.
1.
2. User works on the Transaction in CPQ.
1.
2.
3. Changes made to the Transaction in CPQ Cloud are synced back to OSC.
Note: Transactions can be modified and synced between applications
as many times as necessary.
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OSC CPQ Create
Transaction Update
Revenue, Status,
Proposal Link
OSC CPQ
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Sample Transaction Life Cycle (2 of 3) 1.
2.
3.
4. User creates a new version of the transaction for the opportunity from OSC.
1.
2.
3.
4.
5. User modifies the new transaction version.
1.
2.
3.
4.
5.
6. User saves the new version and updates the opportunity to make this version ‘Active’.
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CPQ
Changes made
OSC CPQ Create Version
OSC CPQ
Update Revenue,
Status
OSC CPQ
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Sample Transaction Life Cycle (3 of 3) 1.
2.
3.
7. User selects to edit the new version of the transaction from the opportunity or account in OSC.
1.
2.
3.
4.
8. User modifies the transaction version and generates proposal.
1.
2.
3.
4.
5.
9. User saves the updated transaction. The proposal can now be viewed from OSC.
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CPQ
Changes made, Proposal created
OSC CPQ Edit
OSC CPQ
Update, Proposal
Link
OSC CPQ
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Supported Use Cases
• Create a CPQ transaction for an OSC opportunity
• Create a CPQ transaction for an OSC account
• For an OSC opportunity or account
– Edit a CPQ transaction
– Copy a CPQ transaction
– Create new version of a CPQ transaction
– Create / View a CPQ Proposal
– Delete a CPQ transaction
– Cancel a CPQ transaction
• Update an opportunity’s revenue from a CPQ transaction (‘Active’)
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OSC CPQ
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Features
• Multiple transactions for an opportunity
• Multiple versions of a transaction
• Update an opportunity’s revenue from a CPQ transaction (‘Active’)
• One ‘Active’ transaction version for an opportunity
• Leverage customer information from OSC
• View proposal document without leaving OSC
• Extensible Transaction object
• Multi-currency, multi-language
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OSC CPQ
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
What’s Included
• Fusion Setup Manager Page to configure UI integration endpoints
• Quotes and Sales Orders list tab on Opportunities and Accounts
– UI to initiate Create, Edit, Copy, and Version transactions
– Link to view Proposal document
• Top-level Sales Order object (transaction/quote/sales order) – Replicates CPQ Transaction header information
– Stores CPQ and OSC-specific transaction statuses
– Foreign keys to Opportunity and Account
Oracle Sales Cloud
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OSC CPQ
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What’s Included CPQ - Base Reference Application
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OSC CPQ
• A pre-built Commerce Process with baseline, standard features used by virtually all customer implementations
• Basis for CPQ’s planned modularized features delivery
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What’s Included
• Attributes
• Actions
• Steps
• User Groups
– Technical Admin
– Sales User
– Business Admin
• Rules
• Formulas
• Library Functions
• Data Table for transaction status
• UI Layouts
– Desktop
– Mobile
• Translations
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CPQ - Base Reference Application Commerce Process
OSC CPQ
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What’s Included CPQ – OSC Reference Ap Module
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OSC CPQ
• Deployed as an additive module to the Base Ref Application image
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What’s Included
• Attributes specific to OSC
• Actions
– Return to Sales Cloud
– Update Opportunity
– Delete
• Step – Deleted
• Data Table for Mapping OSC to CPQ Transaction Status
• Library Functions
– Name the transaction
– URL to Return to OSC
• Stylesheet for consistent look-and-feel
• Placeholder Proposal Document
• Integration XSLs
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CPQ – OSC Reference Ap Module
OSC CPQ
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
Program Agenda
Overview of the Integration
User Experience
How It Works
Steps to Implement
Planned Enhancements
1
2
3
4
5
Oracle Confidential – Internal/Restricted/Highly Restricted 17
OSC CPQ
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
User Experience at Runtime
• Quote and sales order transactions associated with an opportunity or account are listed with actions to create, edit, create version, duplicate a transaction, and view a proposal.
OSC Opportunity / Account Quotes and Sales Orders Tab
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OSC CPQ
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User Experience at Runtime
• Actions specific to the OSC integration allow users to save the transaction in both CPQ and OSC, return to the OSC Quotes tab, update the opportunity revenue, generate a proposal that may be viewed in OSC, and delete a transaction.
CPQ Commerce Transaction
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OSC CPQ
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
Runtime UI Demo….
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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
Program Agenda
Overview of the Integration
User Experience
How It Works
Steps to Implement
Planned Enhancements
1
2
3
4
5
Oracle Confidential – Internal/Restricted/Highly Restricted 22
OSC CPQ
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
OSC and CPQ are set up as Service Providers
using a SAML Identity Provider service.
Users are administered in OSC and CPQ.
Products are synchronized using
either OSC or CPQ as the product master.
Customer-specific data such as prices are setup
in CPQ.
OSC web services (SOAP) are invoked by CPQ integrations using XSLs to define the input and to parse the output
payloads.
CPQ UIs are implemented as
embedded iframes invoked from OSC. URLs
for the iframes are setup in OSC’s Fusion
Setup Manager.
How It Works Integration of OSC and CPQ Cloud
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UI Integration Runtime Web Services
Integration Common Data Single Sign-On
OSC CPQ
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How It Works – OSC Invokes Embedded CPQ UIs and Service
Create the quote or sales order
Edit the quote or sales order
Copy the quote or sales order
Create new version of the quote or sales
order
Return pdf of the Proposal
Start
New Transaction Process Action Open Transaction Process Action Copy Transaction Process Action Version/Save Transaction Action Get Proposal REST Service
Request for the Proposal Document
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How It Works – CPQ Invokes OSC Web Services
Request for Opportunity Header info
Return: • Opportunity Id • Opportunity Name • Customer ID • Owner • Primary Contact Id
Request for Account info
Return: • Account Name • Account Address • Primary Contact
Name • Primary Contact
Phone Number
Request to: • Delete existing
Revenue Items on the Opportunity
• Create new Revenue Items on the Opportunity
Return: • Success
Request to: • Create or Update
the transaction (aka Sales Order)
• Flag the transaction as ‘Active’ (optional)
Return: • OSC Sales Order Id
Start
Opportunity Service Account Service Opportunity Service Sales Order Service
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Program Agenda
Overview of the Integration
User Experience
How It Works
Steps to Implement
Integration Resources
1
2
3
4
5
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OSC CPQ
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
Preparing for the Integration
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• Oracle Sales Cloud R9.0 or later
• CPQ Cloud version 2014 R1 or later
• Base Reference Application and OSC Reference Integration deployed on the environment
– Customers with QuickStart sites can still perform the integration, but many integration files will need to be manually modified.
Important Note: This document gives a high-level overview of what must be created in OSC and CPQ Cloud to enable integration but it does not included detailed instructions for how to create each component.
Refer to the Integration White Paper (linked to at the end of this document) for detailed administration instructions.
Requirements
OSC CPQ
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Preparing for the Integration
• Endpoint URL Path Names for OSC web services
• Endpoint URL Path Names for Opportunity and Account Quotes and Sales Orders Tab
• OSC Sales Products Inventory Org Id (aka ‘Item Organization’)
• OSC Primary UOM Code (ex. Ea)
• OSC web service integration user credentials (i.e. ‘Partner Login’)
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Obtain Input Values from OSC
Important Note: These values should be provided by either Oracle Operations, Oracle Support, or will be discoverable during implementation of OSC.
OSC CPQ
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Preparing for the Integration
• Requested Name Identifier Format
• Identity Provider metadata URL
• Single Logout Endpoint for the IdP
• Whether CPQ username or external Id will be used in the identity assertion
• Whether the user Id will be passed in the Subject statement or as an attribute of the identity assertion
• (optional) The attribute name if the user Id is passed as an attribute
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Obtain Input Values for the SSO SAML Identity Provider
OSC CPQ
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Preparing for the Integration
• Ids for the Commerce Process and its Version
• Document Id for the transaction header
• Ids for CPQ Actions
– (Create) New Version Quote Action
– Edit Quote Action
– Copy Quote Action
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Obtain Input Values from CPQ
Important Note: These values are discoverable using CPQ UI. Refer to the Integration White Paper (linked to at the end of this document) for detailed instructions.
OSC CPQ
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Implement UI Integration Endpoints
• Construct the endpoint paths using input values for CPQ Commerce Process and Actions
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OSC Fusion Setup Manager
• Record the integration endpoints in the Fusion Setup Manager ‘Manage Sales Cloud to CPQ Cloud Integration’ task page
OSC CPQ
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Implement UI Integration Endpoints
• Update the Library Function with the OSC UI URL endpoints for the Opportunity, Account and Sales pages
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CPQ ‘Return to Sales Cloud’ Library Function
OSC CPQ
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
Implement Web Service Integrations
• For each of the five runtime integrations, construct updated endpoint paths using the OSC path names
• Replace each integration endpoint in CPQ with the full, corrected URLs
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CPQ ‘Integration XSL Files’ - Endpoints
OSC CPQ
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Implement Web Service Integrations
• Edit the Inventory Org Id value in the Create Revenue Items SOAP Generator XSL file and upload the updated file
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CPQ ‘Integration XSL Files’ – OSC - Create Revenue Items SOAP Generator
OSC CPQ
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
Implement Common Data
• Add the code for the primary unit of measure in OSC to the list of valid values for the transaction line ‘Unit of Measure’ attribute
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Unit of Measure
OSC CPQ
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Implement Common Data
• Synchronize parts/ products between OSC and CPQ using batch import/export or by editing the web service integration in CPQ to invoke OSC’s ‘Item Service’
• Define or upload pricing for parts in CPQ
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Products / Parts
OSC CPQ
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Implement Common Data
• Create users in OSC and in CPQ
• Setup Sales users in CPQ for ‘SSO Only’ and Admin users as ‘SSO Enabled’ to allow direct login and access to administrative UIs
• Enter the ‘External SSO Id’ if an external Id is used (see SSO setup)
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Users
OSC CPQ
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Implement Single Sign-On
• Copy, reformat and upload the certificate string from the IdP metadata URL into the CPQ Identity Provider Certificate file
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Setup in CPQ
• Enter the values obtained for the SAML identity provider, name identifier format, user Id type and location in the CPQ Single Sign-On Settings page
OSC CPQ
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
Additional Tasks Beyond Integration
• Upgrade the seeded Commerce Process
• Add Product Configuration UIs, rules, etc.
• Upgrade or replace the placeholder Proposal Document
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OSC CPQ
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
Hide Other Transactions & Reporting from Sales Users
• When implementation setup and testing is completed, hide the links to the CPQ Transaction Manager (i.e. Quote Manager) and the CPQ Reporting Manager for Sales Users
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Setup in CPQ
OSC CPQ
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Tips and Tricks
• Dropping and recreating mobile layout or fields on the desktop layout will drop the out-of-the-box translations
• Added fields on UI Layouts will require translations
• OSC Oracle Enterprise Repository provides web service ‘cookbooks’
• Embedded CPQ UI can display in the full window using the ‘Occupy entire window’ setting on the CPQ General Site Options page
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Customizing
OSC CPQ
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Tips and Tricks
• Be sure you OSC users have job roles that allow viewing/creating CPQ transactions
• Products in OSC must be associated with a Sales Catalog / Product Group
• The ‘Submit’ action provided is only a stub/starting point for approvals
• Use the preview XSL payload function in CPQ integration to verify
• Use the ‘Printer friendly / History XSL Views to see the XML/values for a CPQ transaction
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Troubleshooting
OSC CPQ
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CPQ-Oracle Sales Cloud Integration White Papers
Oracle Sales Cloud and Oracle CPQ Cloud: FAQs
Integrating Oracle Sales Cloud Release 9 with Oracle CPQ Cloud Release 2014 R2
OSC CPQ
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
Program Agenda
Overview of the Integration
User Experience
How It Works
Steps to Implement
Planned Enhancements
1
2
3
4
5
Oracle Confidential – Internal/Restricted/Highly Restricted 44
OSC CPQ
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
Integration Roadmap
• Integration Cloud Service Support
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OSC CPQ
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
Integration Roadmap
• Continuous improvements…
• Recurring Revenue
• Parameterize Inventory Org Id
• Improve Account Transaction flow
Oracle Confidential – Internal/Restricted/Highly Restricted 46
OSC CPQ
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
Safe Harbor Statement
The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Oracle Confidential – Internal/Restricted/Highly Restricted 47
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 48