Step-by-Step CPQ Integration with Salesforce

Step-by-Step CPQ Integration with Salesforce
On July 27, 2022, Posted by , In Salesforce Integration

A sales tool offered by Salesforce to businesses for accurate pricing with any given product configuration scenario is called Salesforce CPQ, or configure, price, quote. It is entirely cloud-based and fully compatible with mobile devices.

Salesforce CPQ is designed to work with your current branding and sales strategies synergistically. Its features include proposal generation, contract management, invoicing, and subscription billing tools.

CPQ integration connector for Salesforce

This private (not open-sourced) connector is made by elastic.io that integrates with all other connectors in your integration workflows. It was created especially for the elastic.io platform and is a standard component of the platform.

You can use the CPQ Integration with Salesforce to start an event and carry out a specific event after another event because it currently supports both the trigger and action functionality. For instance, you can search the Salesforce data for your company to find specific information or get new or existing accounts that match a particular condition. You can access the connector’s documentation page by clicking the above link to learn more about the triggers and actions offered.

You cannot modify or extend this connector because a proprietary license covers it. You are welcome to contact our pre-sales team at ps[at]elastic. Io, if you have any questions.

Recently, the Gartner magic quadrant named Salesforce CPQ SAP Integration as a Leader. One of the best things about CPQ, in my opinion, is that it is a platform-neutral quoting system that is simple to integrate with a variety of cross-CRM solutions, including SAP C4C, SFDC CRM, and even MS Dynamics CRM. You may have read my earlier blog on C4C and CPQ Integration to see how simple it is to combine the two for a seamless user experience.

Two sections make up the integration.

  1. Configuration in Salesforce CRM
  2. Configuration in SAP CPQ

1. Configuration in Salesforce CRM

  • Access your SFDC instance as the administrator. Go to Setup > Object Manager > New Object to start.
  • Complete all required fields, then select “Save.”
  • Select Fields and Relationships from the menu. Select New field.
  • Choose the appropriate data type. Then select next. I’m setting up a Quote ID field in this instance. A number with a length of 18 makes up the data type for this field. Select next.
  • Click next after entering the field’s label, name, description, and any applicable help information.
  • Include the ability to edit and view fields.
  • Create the fields below by following the exact instructions,
  • We must create a visual force page to replace the default UI behavior. Go to the Setup->Build->Custom Code->Visual Force page to do this. Simply select Create New View.
  • Make a new page specifically for adding new quotes from SFDC to CPQ. Complete all necessary fields and paste the following code into the Visualforce Markup section. Please check the “Available for Lightning Experience, Experience Builder sites, and the mobile app” box in this section.
  • Change the highlighted portion of the code to reflect your system information. I’ve updated the system URL and domain name in this example.
  • For the scenario of editing quotes, add another page. Update the current code with the code shown below and the system URL information.
  • Now that the custom object has been created, we need to change its default behavior. So that each time we create a new instance of the custom object, it will load the CPQ quote. Return to the custom object builder and choose the relevant custom object to do this.
  • Go to the menu for “Button, Links, and Actions” Edit the new button action’s behavior by selecting the “New” button. Make the suggested configuration changes, the edit action, and repeat the same action.
  • Now, we must connect this unique quote object to the common opportunity object in SFDC. Visit Setup -> Object Manager and perform a Search for Opportunity.
  • Go to the page layouts after opening it. Edit the “Opportunity (Sales) Layout” layout. Drop the newly created “Sales Quotes” list into the “Related List” section.
  • Save the design.

2. Configuration in SAP CPQ

  • Use the admin user to access the CPQ system.
  • Go to General under CRM Integration. From the drop-down menu, choose Salesforce. Complete all required fields based on the scenarios to be covered, then hit “save.”
  • To update the SFDC admin user information, go to CRM Integration -> CRM Administrator Account. The security token and the login password are combined to create the password in this instance. For instance, if my password is “Password123” and my security token is “aaaaaaaaa,” I must keep my password in CPQ as “Password123 aaaaaaaaa.”
  • Under User ->Settings -> My Security token, the security token can be copied from Salesforce.
  • The CRM custom object needs to be mapped to the CPQ Quote. One of the crucial steps in this integration is this. By doing this, the CRM will update the sales quote custom object details from CPQ CRM Integration. Navigate to CRM Integration -> CRM Quote to accomplish this. Here, the custom business object we created in step 2 under configurations in the CRM section is referred to by its technical name, CRM Quote Object Name. As seen in the screenshot below, map the quote header fields using the ctx tag.
  • To map the users between these two systems, we must do so immediately. When a user logs in to CPQ inside the SFDC iframe-based quote integration, the CRM user and CPQ user will be automatically mapped. From that point on, access and authentication will happen automatically; the user won’t be asked for their credentials. If you’re an administrator and want to skip the initial credential checks, map the CRM and CPQ users as indicated.
  • Here, we need to map the market and price book in SAP CPQ and Salesforce CRM. Go to CRM Integration -> Price Book Market Mappings to do this. In this instance, the specific CRM price book is mated with one of the CPQ markets. Additionally, you can read the current price books in the Salesforce CRM using the CRM Lookup. Map your data.
  • One key mapping between these two systems is about to be introduced. Customer mapping is also involved. Three customer types, Bill-to, Ship-to, and End Customer, can be used in CPQ Integration Salesforce. Let’s map Bill-to and Ship-to for the creation/updating of quotes in the current example.
  • This is one of the critical mappings between these two systems. The customer mapping is what it is. Bill-to, Ship-to, and End Customer are the three customer types used in Salesforce CPQ DocuSign Integration. Let’s map Bill-to and Ship-to in the current example for the scenario of creating and updating quotes.
  • The same procedure is repeated for Ship to.
  • The opportunity and quote statuses must now be mapped. Go to CRM Integrations->Opportunity Statuses to do this. Create a new mapping; in this case, I’ll use the customer rejected quote status as an example, which is mapped to the closed lost.
  • For Salesforce CPQ Integration Go to the Sales Quotes section of the Salesforce CRM and create an opportunity to test the integration. Make a new quotation. Your request will be automatically forwarded to SAP CPQ, where a new quote will be generated. Enjoy your integration.

 


AwsQuality helps businesses gain competitive edge with solutions on Salesforce cloud and mobile technologies with Offices Noida India, Louisiana focused customers are in the UK, US, Asia, South America and Australia.