SAP CPQ Package for SFDC

The SAP CPQ Package for Salesforce integration enables you to automatize the integration process with minimal additional setup adjustments. The advantages of integrating SAP CPQ and Salesforce via the package are the following:

  • Quote creation is optimized. After you create an opportunity in and land to SAP CPQ by clicking New Quote, you are able to create a new quote and update the opportunity by slicking Create/Update Opportunity.
  • User provisioning is enabled. The first time you land to SAP CPQ a matching user is automatically created. The only prerequisite is your SFDC system administrator having a CRM administrator account in SAP CPQ.
  • Simple and straightforward UI of the integrated environment provides streamlined opportunity/quote management.
  • Single Sign-On authentication service that allows users to use one password and username to access both SFDC and SAP CPQ.

Integration of SAP CPQ and Salesforce is supported by both Quote 1.0 and Quote 2.0.

To integrate SFDC and SAP CPQ instances, you must combine two production or two test instances:

There are more SAP CPQ environments that can be integrated with Salesforce and they are listed in the table:

Package integration is tenant-specific (an account in SFDC corresponds to a tenant in SAP CPQ). Once a package is downloaded and installed and the adjustments in the Setup are finished, the integration is enabled for all users in the tenant. You can always limit the access to all users or to specific profiles in AppExchange. Since the integration requires certain adjustments in Setup, only administrators can integrate SAP CPQ and SFDC properly via the package.

Download the Package

Prerequisite: to have an administrator account created in Salesforce.

For the purposes of the procedures, we will integrate the SFDC development environment with SAP CPQ test environment

  1. Log into Salesforce as administrator. The first time you access the page, you are prompted to download the package. In the future, if a new version of the package is available, the system prompts you to upgrade to the new version.
    A page with three installation options displays:
    Install for Admins Only - enables the integration only for Salesforce administrators.
    Install for All Users - enables the integration for both administrators and their underlying users.
    Install for Specific Profiles… - enables the integration for the selected profiles.

  1. Select Install for All Users. The integration is now enabled for all your underlying users.
  2. Click Install.
  3. When upgrading to a new version, click Upgrade.
  4. Click Done when the process is completed.
    The package is now installed and you are redirected to the Salesforce home page. After you make additional adjustments in Setup, all your users will be able to use the SAP CPQ-SFDC integrated environment.

You can check if the package is installed in Setup > Build > Installed Packages.

Setup Adjustments - SFDC side

After you download the package, you should make additional adjustments in SFDC Setup.

The procedures are applicable to the Salesforce Classic UI design.

Manage Access to Connected Apps

Follow the procedure to limit the access to the application only to users with the appropriate profile or permission set.

  1. In Administer, access Manage Apps > Connected Apps.
    All SAP CPQ instances that can be integrated with SFDC are displayed.

  1. Click Edit next to CPQOAuth2_v60Test.
  2. In OAuth policies > Permitted Users, select Admin approved users are pre-authorized.
    A dialog pops up informing you about the results of the selection.
  3. Click Ok.
  4. Click Save.
    The confirmation pop-up no longer displays to users that are preauthorized.

Allow User Profiles to use CPQOAuth 2.0

OAuth 2.0 authorization framework simplifies all the communications between the client, server, and content provider. Follow the steps to enable a profile to use OAuth 2.0.

  1. In Administer, access Manage Users > Profiles.
    All user profiles in the system display.
  2. Click Edit next to the profile you wish to edit.
    A page where you can edit profile permissions and the page layout displays.
  3. In Connected App Access select CPQAuth2_v60Test.
  4. Click Save.
    The user profile is now able to use CPQOAuth 2.0 authorization.

The user profile is selected while creating the user. You can always double check it in Administer > Manage Users > Users > the Profile column. Additionally, for a successful integration, the same user type needs to exist in SAP CPQ.

Define Custom Settings

Custom settings let you utilize custom data sets across your organization. In addition, custom settings allow distinguishing particular users or profiles based on custom criteria.

  1. In Build, access Develop > Custom Settings.
  2. Click Manage next to CPQ Settings.
  3. Click New.
  4. Enter the data in the dedicated fields:
    1. Name - Name of the data set (the name is not conditioned by other settings. You can enter CPQ, e.g.)
    2. CPQ URL - URL of the SAP CPQ environment you wish to integrate SFDC with:, or
    3. TenantKey - Automatically populated by the system. Not a required field.
    4. TenantName - Name of the SAP CPQ domain.
  5. Click Save.
    The custom settings are now defined.

Add Quote to Opportunity Level

In order to access Quotes from Opportunities in SFDC, you need to make adjustments of the SFDC user interface.

  1. In Build, access Customize > Opportunities.
  2. Click Page Layouts.
    All opportunity page layouts in the system display.
  3. Click Edit next to the opportunity layout you wish to edit. Not all layouts are available for all user profiles.
  4. In the Opportunity Layout pallet, in the list on the left, click Related Lists.
  5. Drag Quotes from the pallet and drop it into Opportunity Sample under Related Lists.
  6. Click Save in the pallet.
    The user interface is now adjusted and you can move from opportunities to quotes.

In case the customization differs from the users' personal customization, the Overwrite Users' Related List Customizations? pop-up will display. Click Yes to apply your customization.

Add Company and Brand to User Layout

For a successful integration, the user in SFDC should have the company and the brand available in SAP CPQ.

  1. In Build, access Customize > Users.
  2. Click Page Layouts.
    All user page and user profile page layouts display.
  3. In User Page Layouts, click Edit next to User Layout.
  4. From the pallet, drag Brand and Company Name and drop them into Additional Information.
  5. Click Save in the pallet.

To define the company and the brand:

  1. In Administer, access Manage Users > Users.
  2. Click Edit next to the user whose data you wish to edit.
  3. Enter the company name and the brand in Additional Information.
  4. Click Save.
    The brand and the company of the user are defined.

Setup Adjustments – SAP CPQ side

To integrate SAP CPQ with SFDC successfully, you should log into SAP CPQ using the tenant that will be integrated and make additional adjustments in Setup.

All Salesforce users can land to SAP CPQ as long as their SFDC system administrator has a CRM administrator account in SAP CPQ. A CRM administrator account can be created in CRM Administrator Account part of Setup.

General Adjustments

  1. Copy the domain secret key from Salesforce and define the value of two general parameters.
    The domain secret key is available in Salesforce under Build > Develop > Custom Settings > Manage > Edit > TenantKey.
  2. Access CRM Integration > General.
  3. In the CPQ is integrated with list, select SalesForce.
  4. Click Save.
    The page and the menu are refreshed.
  5. Enter the value in Domain secret key.

  6. Update the parameters:
  7. Remove the value from Security password for verifying entrance to SAP CPQ through CRM backdoor.
    This parameter needs to be empty.
  8. In CRM Quote Opportunity API Name (SF Package Only) enter the following value:

    Please note that the value is the same for test, sandbox and production environments. Make sure to copy/paste the value to avoid any typos.

  9. Set Allow SF Package Integration to True if not set by default.
  10. Click Save.

Add Quote object names

Map the opportunity and quote fields so you can create a quote from the opportunity.

  1. Access CRM Integration > CRM Quote.
  2. Fill out the fields with the following values.
    1. CRM Quote Object Name:
    2. CRM Field For Persisting Quote Id:
    3. CRM Field For Persisting Quote Owner Id:
    4. CRM Field For Persisting Information About Primary Quote:
  3. Click Save.
    You are now able to create a quote from the SFDC opportunity.

The same value should be assigned to the fields regardless of which SAP CPQ environment (test, sandbox and production) is being integrated. Please make sure to copy/paste the values to avoid any typos.

Once the setup adjustments are completed, you can start using the integrated SFDC-SAP CPQ environment. When you create an opportunity and click New Quote, the system redirects you to SAP CPQ. The first time you land to SAP CPQ, a matching user is automatically created, no additional setup is needed. Clicking Create/Update Opportunity on the quote updates the existing opportunity in SFDC.

The product should have a part number for the system to successfully create a quote from an opportunity.

More Information

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