Setup Prerequisites – CPQ Online Help

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adminhelp:crmintegrationsetup:cpqc:setup_prerequsites [2018/08/06 09:10]
mnikolic created
adminhelp:crmintegrationsetup:cpqc:setup_prerequsites [2018/08/06 09:19] (current)
mnikolic
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 The integration user should at least have the permission to view quotes. Additional actions (e.g. quote editing) can be enabled for the user as well, depending on the CPQ model. The integration user should at least have the permission to view quotes. Additional actions (e.g. quote editing) can be enabled for the user as well, depending on the CPQ model.
 Users are matched by the email/username (the username of the CLM user must match the email of the CPQ user). Please contact CLM support team to have them create an integration user for your CPQC. You will receive integration details that you must enter in the provider settings in CPQ.\\ Users are matched by the email/username (the username of the CLM user must match the email of the CPQ user). Please contact CLM support team to have them create an integration user for your CPQC. You will receive integration details that you must enter in the provider settings in CPQ.\\
-  * [[adminhelp:cpqc_integration:setup_prerequisites:actions_and_workflow|Actions and Workflow]] +  * [[adminhelp:crmintegrationsetup:cpqc:setup_prerequsites:actions_and_workflow|Actions and Workflow]] 
-  * [[adminhelp:cpqc_integration:setup_prerequisites:provider_settings|Provider Settings]] +  * [[adminhelp:crmintegrationsetup:cpqc:setup_prerequsites:provider_settings|Provider Settings]]
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