CPQ Administrators can use this courseto gain proficiency in functionality needed to implement integrations between their CPQ application and other applications.Key topics covered in this learning using SOAP web services to integrate CPQ with other applications, using REST APIs to integrate CPQ with other applications, demonstrating the process of integrating CPQ with Salesforce, demonstrating the process of integrating CPQ with Oracle CX Commerce, and demonstrating the process of integrating CPQ with Oracle Subscription Management.
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Oracle CPQ Integration LVC
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Course Content
Oracle CPQ Introduction to REST APIs
- Objectives
- REST APIs
- Additional REST APIs
- REST API Support for JET Responsive Transaction UI
- Headers in REST Requests
- encodebase64 Function
- Forming REST URLs
- General Pattern of REST URL for Transaction Data
- REST URL: Example
- JSON Response: Example
- Using a JSON Viewer
- Retrieving One Transaction
- Retrieving Line Items of a Transaction
- Summary
Oracle CPQ REST URL Functions in BML
- Objectives
- REST URL Functions in BML
- urldata Function
- makeurlparam Function
- urldatabyget Function
- urldatabypost Function
- Variations of urldatabypost
- Summary
Oracle CPQ Using Configuration REST APIs –
- Configuration Run-Time REST APIs
- Objectives
- Configuration Run Time Endpoints
- REST Endpoint Pattern
- Run-Time REST APIs – POST Changes to a Configuration
- Run-Time REST APIs – What can the APIs do?
- Run-Time REST APIs – Request Details
- Run-Time REST APIs – Understanding the Response
- Example Use Case
- What APIs are Needed?
- In What Order do We Use the APIs?
- _configure REST Call
- _configure REST Call – Request Body
- _update REST Call
- _update REST Call – Request Body
- _interact REST Call
- _interact REST Call – Request Body
- Summary
Oracle CPQ Using Configuration REST APIs –
- Configuration REST API Overview
- Objectives
- REST APIs
- Using REST APIs
- Headless Configuration Access
- What are CPQ Configuration REST APIs
- How are Configuration REST APIs beneficial to you?
- How are Configuration REST API’s beneficial to you?
- Config REST API Hierarchy – Product Family
- Config REST API Hierarchy – Product Line
- Config REST API Hierarchy – Model
- Configuration REST APIs – Features
- Summary
- 5 Oracle CPQ Using Configuration REST APIs –
- Configuration Metadata REST APIs
- Objectives
- Configuration Metadata Endpoints
- REST Endpoint Pattern
- Metadata REST APIs –GET Setup Data
- Metadata REST APIs – Understanding the response
- productFamilies-productLine-models REST Call
- Attributes REST Call
- Array Sets REST Call
- Array Sets Attribute REST Call
- Layout REST Call
- Summary
- 6 Oracle CPQ Using Configuration REST APIs – CPQ Configuration Overview
- Objectives
- CPQ Configuration
- CPQ Configuration – Organization
- CPQ Configuration – Creating the Product Hierarchy
- CPQ Configuration – Configurable Attributes
- CPQ Configuration – Configuration Rules
- CPQ Configuration – Configuration Flow
- CPQ Configuration Training
- Summary
- 7 Oracle CPQ Using Transaction-Based REST APIs
- Objectives
- Transaction Updates and Payloads in REST APIs
- Creating a New Transaction
- Updating Transaction Level Attributes
- json Function
- jsontostr Function
- jsonpathgetsingle Function
- jsonpathgetmultiple Function
- jsonget Function
- Other JSON Functions
- Summary
- 8 Oracle CPQ Performing Commerce Actions via REST APIs
- Objectives
- Saving a Transaction Using a REST API
- Copying a Transaction in a REST Request
- Copying Transaction Lines in a REST Request
- Summary
Oracle CPQ SOAP Web Services
- Objectives
- What is SOAP?
- How Does SOAP Work?
- Accessing SOAP Web Services
- Performing a Get Operation for a Data Table
- Performing an Add Operation for a Data Table
- Performing an Add Operation for Parts
- Copying XML Payload to a File
- Modifying XML Payload Header with Username/Password
- Changing Specific Values in XML Payload to Placeholder Strings
- Read in the Payload File with a URL Function
- Payload File Example: Get From Data Table (Hard-Coded)
- Using Payload File in SOAP Call Example: Get From Data Table
- Payload File Example: Adding Parts (Using Placeholders)
- Using Payload File in SOAP Call Example: Adding Parts
- Using Payload File in SOAP Call Example: Add Parts
- Viewing the Newly Added Part
- replace Function
- Other Helpful Functions to Manipulate Payload XML
- Summary
- 10 Integrating Oracle CPQ and Oracle CX Commerce
- Objectives
- Demonstration-Based Course
- Steps to Prepare Oracle Integration Cloud (OIC)
- Steps to Prepare Oracle CPQ
- Steps to Prepare CX Commerce
- Summary
Integrating Oracle CPQ and Oracle CX Sales
- Objectives
- CPQ / CX Sales Integrations ‘Round Trip’
- Supported Business Flows
- How the Applications Synchronize Data
- CPQ-CX Sales Integration Considerations
- CPQ-CX Sales Implementation Considerations
- Steps to Set Up CX Sales
- Set Up Revenue Reconciliation
- Show Price Type on Revenue Lines
- Get Parameter Values
- Configure the Integration URLs
- Create the Lightning Page for Oracle Quotes and Line Items
- Configure the Integration User
- Configure the New Transaction Action
- Configure the Open Transaction Action
- Configure the Update Sales Action
- Configure Navigation
- Deploy Your Changes
- Parts Source
- Setting CPQ for Parts Source
- Perform the Parts Sync
- Summary
- 12 Integrating Oracle CPQ and Oracle Subscription Management
- Objectives
- Course Prerequisites
- Course Agenda
- Integration Process – Oracle CPQ – Oracle Subscription Management –
- Prepare CPQ
- Integration Process – Oracle CPQ – Oracle Subscription Management –
- Prepare OIC
- Integrating Oracle CPQ and Oracle Subscription Management –
- Prepare OSS
- Summary
- 13 Integrating Oracle CPQ and Salesforce
- Objectives
- Integrating CPQ and Salesforce – The Process
- User Interface Options
- User Interface Combinations
- User Interface Decision Tree
- What is the RefApp
- Base Ref App
- Salesforce Ref App
- Verifying the Ref App Version
- README.txt
- RefAppVersionInfo.txt
- CatalogOfRefAppElements.xlsx
- Salesforce Managed Packages
- Installing the Managed Packages
- Authentication
- Authorize a CPQ Site Within Salesforce
- Setup Salesforce for Oauth 2.0
- Integration User Pairing
- Permissions
- What You Get
- Page Layouts and Action Overrides
- Create the Lightning Page for Oracle Quotes and Line Items
- Update the Opportunity and Account Page Layouts
- Update the User Page Layout
- Setup Mobile Overrides
- CPQ Site Settings
- Obtain CPQ Process Version ID
- CPQ Site Settings in the Salesforce Site
- CPQ Integrations
- Integration Demonstration
- Summary
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