Existing CPQ sites typically have a set of integrations that are used to sync Product and Price Book data between Salesforce and CPQ Cloud. These integrations can be of two types, Export integrations which are used when CPQ Cloud is designated as the Parts Master, and Import Integrations which are used when Salesforce is designated as the Parts Master. A given CPQ site can only use one of these integrations modes at a time.
Parts, Parts Extended Descriptions, and Price Book Entry integrations are lightly dependent on the managed package because only one packaged field is used to support these integrations. This field is called the Oracle CPQ Part Number and is included in both managed packages version 7 and 8.
IMPORTANT: In most cases, we recommend simply changing the namespace prefix for Oracle CPQ Part Number field in your XSL file on your existing integrations. Refer to Modify Existing Integration XSLs. This section provides the steps required to update the Parts Integrations, if needed, for the latest managed package.
IMPORTANT: The Integration names mentioned below may not precisely match the Integration names that exist in your environment.
MODIFY EXISTING INTEGRATION XSLS
We recommend that you modify your existing Parts, Parts Extended Description, and Price Book Entry integrations as opposed to replacing them. This process requires minimal changes for each of the three integrations.
Because the Oracle CPQ Connector for Salesforce is a new managed package, existing XSLs needs to be updated so that these queries point at a new field called Oracle CPQ Part Number on the Product object. The field’s API name has not changed, but the namespace has changed.
The table below shows the namespace and API name for the older and current package version. Package Version Namespace Oracle CPQ Cloud Part Number Field API Name
7.2 and earlier BigMachines__ Part_Number__c 8.0 and later cafsl__ Part_Number__c
UPDATE THE IMPORT/EXPORT PARTS INTEGRATION XSLS
Most Salesforce to CPQ integrations have a process by which Parts data is periodically synced between Salesforce and CPQ. Depending on which system is designated as the Parts Master these integrations may be of the type Import or Export, and contain the SOAP Generator XSL and the Result Parser XSL that must be uploaded. The steps to update these integrations is the same for both options.
The SOAP Generator constructs the query which either retrieves or upserts the Parts.
The Result Parser transforms the response into a XML document which maps the results of the query to each Part in CPQ.
To update the Integration, complete the following steps: 1. Navigate to the Admin Home page.
2. Click on Parts under Products. The Part Administration page displays.
4. Click Import Parts or Export Parts link under the Name column in the List Integrations section. The Edit Integration page displays.
5. Review the connection information for the fields. Refer to the table below for field information.
Edit Integration Field Purpose/Description
Name (Required) Enter a descriptive Name for this integration. For example, Import Parts or Export Parts
Variable Name The variable name for this integration. For example, _import_parts_xsl or _export_parts_xsl
Description Enter a description of the integration. For example, When Salesforce is the Parts Master, creates new Parts/Items in CPQ for each new Product and updates existing Parts with any new Product details.
ID Field Specifies the ID field for this integration. For example, _partner_part_id
6. Click Choose File next to SOAP Generator XSL. Browse to the location of the file and select the file. The file name is import_parts_soap_generator.xsl or export_parts_soap_generator.xsl and click Open.
7. Click Choose File next to Result Parser XSL. Browse to the location of the file and select the file. The file name is import_parts_result_parser.xsl or export_parts_result_parser.xsl and click Open.
8. Click Update. IMPORTANT:
• If you experience issues with the Integration files, click Preview SOAP XML to view the XML result. • Each provided XSL file includes comments which provide guidance on how to modify these files to
suit your needs. Open these files in the text editor of your choice, make your desired changes, save and re-upload to CPQ.
UPDATE THE IMPORT/EXPORT PARTS EXTENDED DESCRIPIONS INTEGRATION XSLS
Some Salesforce to CPQ integrations have a process by which Part Extended Descriptions are periodically synced between Salesforce and CPQ. Depending on which system is designated as the Parts Master these integrations may be of the type Import or Export, and contain the SOAP Generator XSL and the Result Parser XSL that must be uploaded. The steps to update these integrations is the same for both options. The SOAP Generator constructs the query which either retrieves or upserts the Extended Descriptions for each part.
The Result Parser transforms the response into a XML document which maps the results of the query to each Part Extended Description in CPQ.
To update the Integration, complete the following steps: 1. Navigate to the Admin Home page.
4. Click Import Part Extended Descriptions or Export Part Extended Descriptions link under the Name column. The Edit Integration page displays.
5. Review the connection information for the fields. Refer to the table below for field information.
Edit Integration Field Purpose/Description
Name Specifies a descriptive Name for this integration. For example, Import Part Extended Descriptions or Export Part Extended Descriptions Variable Name The variable name for this integration. For example,
_import_part_extended_descriptions_xsl or _export_ part_extended_descriptions_xsl
Description Enter a description of the integration. For example, When Salesforce is the Parts Master, updates Parts Extended Description in CPQ with any new Product details.
ID Field Specifies the ID field for this integration. For example, _partner_part_id
6. Click Choose File next to SOAP Generator XSL. Browse to the location of the file and select the file. The file name is import_part_extended_desc_soap_generator.xsl or
export_part_extended_desc_soap_generator.xsl and click Open.
7. Click Choose File next to Result Parser XSL. Browse to the location of the file and select the file. The file name is import_part_extended_desc_result_parser.xsl or
export_part_extended_desc_result_parser.xsl and click Open. 8. Click Update.
IMPORTANT:
• If you experience issues with the Integration files, click Preview SOAP XML to view the XML result. • Each provided XSL file includes comments which provide guidance on how to modify these files to
suit your needs. Open these files in the text editor of your choice, make your desired changes, save and re-upload to CPQ.
UPDATE THE IMPORT/EXPORT PRICE BOOK ENTRY INTEGRATION XSLS
Most Salesforce to CPQ integrations have a process by which Part Prices are periodically synced between Salesforce and CPQ. Depending on which system is designated as the Parts Master these integrations may be of the type Import or Export, and contain the SOAP Generator XSL and the Result Parser XSL that must be uploaded. The steps to update these integrations is the same for both options.
The SOAP Generator constructs the query which either retrieves or upserts the Price Book Entries for each Part and Price Book combination.
The Result Parser transforms the response into a XML document which maps the results of the query to each Part Price in CPQ.
To update the Integration, complete the following steps: 1. Navigate to the Admin Home page.
2. Click on Parts under Products. The Part Administration page displays.
4. Click Import Price Book Entries or Export Price Book Entries link under the Name column. The Edit Integration page displays.
5. Review the connection information for the fields. Refer to the table below for field information.
Edit Integration Field Purpose/Description
Name Specifies a descriptive Name for this integration. For example, Import Price Book Entries or Export Price Book Entries
Variable Name The variable name for this integration. For example, _import_price_book_entries_xsl or
_export_ price_book_entries_xsl
Description Enter a description of the integration. For example, When Salesforce is the Parts Master, updates Prices on Parts in CPQ with the Price Book Entry from any mapped Price Book.
ID Field Specifies the ID field for this integration. For example, _partner_price_book_entry_id
6. Click Choose File next to SOAP Generator XSL. Browse to the location of the file and select the file. The file name is import_pba_soap_generator.xsl or export_pba_soap_generator.xsl and click Open.
7. Click Choose File next to Result Parser XSL. Browse to the location of the file and select the file. The file name is import_pba_result_parser.xsl or export_pba_result_parser.xsl and click Open. 8. Click Update.
IMPORTANT:
• If you experience issues with the Integration files, click Preview SOAP XML to view the XML result. • Each provided XSL file includes comments which provide guidance on how to modify these files to
suit your needs. Open these files in the text editor of your choice, make your desired changes, save and re-upload to CPQ.