Differences

This shows you the differences between two versions of the page.

adminhelp:crmintegrationsetup:settinglinkfromsalesforcetocpqforsalesforceusersonly:settinglinkfromsalesforcetocpqforsalesforceusersonly [2018/08/08 02:18]
mnikolic
adminhelp:crmintegrationsetup:settinglinkfromsalesforcetocpqforsalesforceusersonly:settinglinkfromsalesforcetocpqforsalesforceusersonly [2019/03/22 04:15] (current)
mnikolic
Line 1: Line 1:
 ====== Salesforce Integration Instructions ====== ====== Salesforce Integration Instructions ======
  
-This guide is to help you setup the integration between CallidusCloud CPQ and Salesforce.com (SFDC) so an end-user can create quotes within the SFDC environment as well as populate the quote back into the SFDC sales opportunity.+This guide is to help you setup the integration between SAP Sales Cloud CPQ and Salesforce.com (SFDC) so an end-user can create quotes within the SFDC environment as well as populate the quote back into the SFDC sales opportunity.
  
 If you haven’t already, you need to create a developers account at SFDC. Go to the following website and sign up: If you haven’t already, you need to create a developers account at SFDC. Go to the following website and sign up:
Line 7: Line 7:
 https://developer.salesforce.com   https://developer.salesforce.com  
  
-You will also need your CPQ tenant info.  If you are embarking on this setup, you most likely have a tenant. If not, you should contact your manager to get a tenant. +You will also need your SAP CPQ tenant info.  If you are embarking on this setup, you most likely have a tenant. If not, you should contact your manager to get a tenant. 
  
 +<note>For a successful integration, you should enable cookies in the browser, whether on your computer or the mobile device.</note>
  
 ===== Salesforce Setup ===== ===== Salesforce Setup =====
  
-There are 6 essential steps to setup the CPQ-SFDC integration.  Read over the concepts first as they will assist you in the task.+There are 6 essential steps to setup the SAP CPQ-SFDC integration.  Read over the concepts first as they will assist you in the task.
  
 First you need to create a custom object in SFDC for the quote First you need to create a custom object in SFDC for the quote
Line 70: Line 71:
 ==== Step 2: Add Custom Fields to Quote Object ==== ==== Step 2: Add Custom Fields to Quote Object ====
  
-Now that you defined the Quote object you need to define the fields in SFDC that we will eventually match up to CPQ.+Now that you defined the Quote object you need to define the fields in SFDC that we will eventually match up to SAP CPQ.
  
 To add custom fields, click on //new// link under //Custom Fields & Relationships// submenu from the top menu.//(See figure 8)//. To add custom fields, click on //new// link under //Custom Fields & Relationships// submenu from the top menu.//(See figure 8)//.
Line 185: Line 186:
 <note>Select the **Available for Lightning Experience, Lightning Communities, and the mobile app** checkbox. This makes the page available in the lightning design and on mobile devices.</note> <note>Select the **Available for Lightning Experience, Lightning Communities, and the mobile app** checkbox. This makes the page available in the lightning design and on mobile devices.</note>
 \\ \\
-Cut and Paste the apex code provided below in //Codebox 1//, and paste into text box under //Visualforce Markup// tab. You must replace the URL with the URL of the CPQ website you want to connect to, as well as the domain name.+Cut and Paste the apex code provided below in //Codebox 1//, and paste into text box under //Visualforce Markup// tab. You must replace the URL with the URL of the SAP CPQ website you want to connect to, as well as the domain name.
  
 <code XML> <code XML>
Line 195: Line 196:
         var parentPaddingTop = parseInt(parentStyle.paddingTop);         var parentPaddingTop = parseInt(parentStyle.paddingTop);
         var parentPaddingBottom = parseInt(parentStyle.paddingBottom);         var parentPaddingBottom = parseInt(parentStyle.paddingBottom);
-        var iframeBorder = parseInt(window.getComputedStyle(iframeElm).borderWidth);+        var iframeBorder = parseInt(window.getComputedStyle(iframeElm).borderWidth) || 2;
         var iframeParentPadding = parentPaddingTop + parentPaddingBottom;         var iframeParentPadding = parentPaddingTop + parentPaddingBottom;
                
Line 236: Line 237:
         var newHeight = window.innerHeight - iframeParentPadding - (2 * iframeBorder) + "px";         var newHeight = window.innerHeight - iframeParentPadding - (2 * iframeBorder) + "px";
         iframeElm.style.height = newHeight;         iframeElm.style.height = newHeight;
-        // if not already set set maxHeight to iframe url so that CPQ sets correct size+        // if not already set set maxHeight to iframe url so that SAP CPQ sets correct size
         if (iframeElm.src.indexOf("maxHeight") === -1) {         if (iframeElm.src.indexOf("maxHeight") === -1) {
             iframeElm.src = iframeElm.src + "&maxHeight=" + newHeight;             iframeElm.src = iframeElm.src + "&maxHeight=" + newHeight;
Line 280: Line 281:
         var parentPaddingTop = parseInt(parentStyle.paddingTop);         var parentPaddingTop = parseInt(parentStyle.paddingTop);
         var parentPaddingBottom = parseInt(parentStyle.paddingBottom);         var parentPaddingBottom = parseInt(parentStyle.paddingBottom);
-        var iframeBorder = parseInt(window.getComputedStyle(iframeElm).borderWidth);+        var iframeBorder = parseInt(window.getComputedStyle(iframeElm).borderWidth) || 2;
         var iframeParentPadding = parentPaddingTop + parentPaddingBottom;         var iframeParentPadding = parentPaddingTop + parentPaddingBottom;
                
Line 321: Line 322:
         var newHeight = window.innerHeight - iframeParentPadding - (2 * iframeBorder) + "px";         var newHeight = window.innerHeight - iframeParentPadding - (2 * iframeBorder) + "px";
         iframeElm.style.height = newHeight;         iframeElm.style.height = newHeight;
-        // if not already set set maxHeight to iframe url so that CPQ sets correct size+        // if not already set set maxHeight to iframe url so that SAP CPQ sets correct size
         if (iframeElm.src.indexOf("maxHeight") === -1) {         if (iframeElm.src.indexOf("maxHeight") === -1) {
             iframeElm.src = iframeElm.src + "&maxHeight=" + newHeight;             iframeElm.src = iframeElm.src + "&maxHeight=" + newHeight;
Line 392: Line 393:
 {{:adminhelp:crmintegrationsetup:settinglinkfromsalesforcetocpqforsalesforceusersonly:real_20.png|}} {{:adminhelp:crmintegrationsetup:settinglinkfromsalesforcetocpqforsalesforceusersonly:real_20.png|}}
  
-If this entry is left blank, apiPass from the Visual Force page URL will not be verified upon entrance through the backdoor. However, if this entry is not empty the value written in the Visual Force page URL will be matched with the value written in this entry in CPQ administration upon entering CPQ through SF backdoor. If they don't match, the user will not be able to enter CPQ.  If Security password for verifying entrance to CPQ through the Salesforce backdoor is not empty, replace Password in the Visual Force page with the entry from CPQ.+If this entry is left blank, apiPass from the Visual Force page URL will not be verified upon entrance through the backdoor. However, if this entry is not empty the value written in the Visual Force page URL will be matched with the value written in this entry in SAP CPQ administration upon entering SAP CPQ through SF backdoor. If they don't match, the user will not be able to enter SAP CPQ. If Security password for verifying entrance to SAP CPQ through the Salesforce backdoor is not empty, replace Password in the Visual Force page with the entry from SAP CPQ.
  
 ==== Step 4: Override Quote’s Standard Buttons and Links ==== ==== Step 4: Override Quote’s Standard Buttons and Links ====
Line 461: Line 462:
 \\ \\
  
-==== Step 6: Open the existing CPQ quote page within Salesforce tab ====+==== Step 6: Open the existing SAP CPQ quote page within Salesforce tab ====
  
-To have the CallidusCloud CPQ quote page appear within Salesforce and have one, seamless interface, you must configure the following: +To have the SAP Sales Cloud CPQ quote page appear within Salesforce and have one, seamless interface, you must configure the following: 
  
 Go to //Setup// -> //Build// -> //Create// -> **Tabs** and create a New Tab by clicking the **New** button under the //Custom Object Tabs// section. //(See Figure 29)//. Go to //Setup// -> //Build// -> //Create// -> **Tabs** and create a New Tab by clicking the **New** button under the //Custom Object Tabs// section. //(See Figure 29)//.
Line 480: Line 481:
 Click on next twice (you do not need to change any default settings on next two screens). When the button "Save" shows up, click on it to save your settings. Click on next twice (you do not need to change any default settings on next two screens). When the button "Save" shows up, click on it to save your settings.
 \\ \\
-You should now be able to see the CPQ Quotes tab in the menu bar at the top of the page //(See Figure 31).//+You should now be able to see the SAP CPQ Quotes tab in the menu bar at the top of the page //(See Figure 31).//
  
 {{ :adminhelp:crmintegrationsetup:settinglinkfromsalesforcetocpqforsalesforceusersonly:31.png }} {{ :adminhelp:crmintegrationsetup:settinglinkfromsalesforcetocpqforsalesforceusersonly:31.png }}
 ;#; // Figure 31 - Quote tab in the top menu // ;#; ;#; // Figure 31 - Quote tab in the top menu // ;#;
 \\ \\
-You have now completed the CPQ setup in Salesforce. Now you must setup CPQ to sync with the new Salesforce object you have just created. +You have now completed the SAP CPQ setup in Salesforce. Now you must setup SAP CPQ to sync with the new Salesforce object you have just created. 
  
-====== CPQ side Setup ======+====== SAP CPQ side Setup ======
  
- Log into your CPQ domain and go to the Setup section //(See Figure 32).//+ Log into your SAP CPQ domain and go to the Setup section //(See Figure 32).//
  
 {{ :adminhelp:crmintegrationsetup:settinglinkfromsalesforcetocpqforsalesforceusersonly:32.png }} {{ :adminhelp:crmintegrationsetup:settinglinkfromsalesforcetocpqforsalesforceusersonly:32.png }}
-;#; // Figure 32 - CPQ setup // ;#;+;#; // Figure 32 - SAP CPQ setup // ;#;
 \\ \\
-Frist of, you must enable Salesforce integration in CPQ setup, in order to get the additional menu options under //CRM Integration// submenu. To do so, go to //Setup//-> //CRM Integration// -> **General** //(See Figures 33 and 34)//.+Frist of, you must enable Salesforce integration in SAP CPQ setup, in order to get the additional menu options under //CRM Integration// submenu. To do so, go to //Setup//-> //CRM Integration// -> **General** //(See Figures 33 and 34)//.
 \\ \\
 {{ :adminhelp:crmintegrationsetup:settinglinkfromsalesforcetocpqforsalesforceusersonly:33.png }} {{ :adminhelp:crmintegrationsetup:settinglinkfromsalesforcetocpqforsalesforceusersonly:33.png }}
-;#; // Figure 33 - CPQ setup (General) // ;#;+;#; // Figure 33 - SAP CPQ setup (General) // ;#;
 \\ \\
 {{ :adminhelp:crmintegrationsetup:settinglinkfromsalesforcetocpqforsalesforceusersonly:34.png }} {{ :adminhelp:crmintegrationsetup:settinglinkfromsalesforcetocpqforsalesforceusersonly:34.png }}
-;#; // Figure 34 - CPQ setup (Choose Salesforce as integration CRM) // ;#;+;#; // Figure 34 - SAP CPQ setup (Choose Salesforce as integration CRM) // ;#;
 \\ \\
 Now, go to //Setup// -> //CRM Integration Setup// -> **CRM Quote** (//See Figure 35//) Now, go to //Setup// -> //CRM Integration Setup// -> **CRM Quote** (//See Figure 35//)
Line 564: Line 565:
 <note>This feature is available only in Responsive Design </note> <note>This feature is available only in Responsive Design </note>
 \\ \\
-Salesforce announced their Lightning design recently, so CPQ started to support it. Administrators can turn a //„Lightning“// design on by setting the system parameter **"Enable Lightning UI"** to //true//. This parameter can be found under **Setup**->//General//->**Application Parameters**.+Salesforce announced their Lightning design recently, so SAP CPQ started to support it. Administrators can turn a //„Lightning“// design on by setting the system parameter **"Enable Lightning UI"** to //true//. This parameter can be found under **Setup**->//General//->**Application Parameters**.
 \\ \\
-Depending on this parameter and if you have turned on Lightning UI in your Salesforce environment, then upon landing into CPQ from Salesforce, CPQ look and feel will adjust to the Salesforce Lightning look and feel. +Depending on this parameter and if you have turned on Lightning UI in your Salesforce environment, then upon landing into SAP CPQ from Salesforce, SAP CPQ look and feel will adjust to the Salesforce Lightning look and feel. 
 \\ \\
-If you want your design to be in accordance with the SFDC Lightning UI then you can select two different action icons for the Lightning and standard CPQ look and feel. (See Figure A) +If you want your design to be in accordance with the SFDC Lightning UI then you can select two different action icons for the Lightning and standard SAP CPQ look and feel. (See Figure A) 
  
 {{ :adminhelp:crmintegrationsetup:settinglinkfromsalesforcetocpqforsalesforceusersonly:a.png }} {{ :adminhelp:crmintegrationsetup:settinglinkfromsalesforcetocpqforsalesforceusersonly:a.png }}
Line 575: Line 576:
 ==== Troubleshooting ==== ==== Troubleshooting ====
  
-     * If you are not able to connect to CPQ and it advises you to contact CPQ administrator, check the VisualForce Page and ensure everything is correct, especially domain name.  +     * If you are not able to connect to SAP CPQ and it advises you to contact SAP CPQ administrator, check the VisualForce Page and ensure everything is correct, especially domain name.  
      * Also check the Quote identifiers (e.g. Quote_ID<nowiki>__c</nowiki>).  Make sure they match exactly, remember they are case sensitive and it is a double underscore, <nowiki>__c</nowiki>.      * Also check the Quote identifiers (e.g. Quote_ID<nowiki>__c</nowiki>).  Make sure they match exactly, remember they are case sensitive and it is a double underscore, <nowiki>__c</nowiki>.
-     * If it connects to CPQ but doesn’t log you in, check the user mapping and the password in CRM integration > General.  Try removing the password and/or entering it.+     * If it connects to SAP CPQ but doesn’t log you in, check the user mapping and the password in CRM integration > General.  Try removing the password and/or entering it.
You are here: SAP Sales Cloud CPQ Online HelpAdmin Page HelpIntegrationsSalesforce Integration Instructions