Salesforce Integration (Single Quote Method)

In order to set up a link from Salesforce opportunity that points to the CPQ application, administrator should perform following steps:

  • Login to Salesforce and go to Setup (link is on the top of the page)
  • In the menu on the left, click ‘App Setup’ → Develop - > Pages

Controls and then click on ‘New’

  • Fill the ‘Label’ and ‘Name’ (for example with the text ‘Generate Quote’)
  • In the field ‘Content’ copy and paste :
<apex:page standardController="Opportunity" tabStyle="Opportunity">
<apex:iframe scrolling="true" height="1000" src="https://CPQInstallation/salesforce/SfLogin.aspx?sfauthUserID={!$User.Username}&sfqpOpportunityID={!}&apiPartnerURL={!$Api.Partner_Server_URL_290}&apiSessionID={!$Api.Session_ID}&domain_name=DomainName&apiPass=Password" />
  • Make the following 3 changes to the above URL :
    • Replace CPQInstallation with the URL for your installation, for example or
    • Replace DomainName in the above URL with the name of your CPQ domain (tenant).
    • Optionally you can use apiPass. This is the security measure. In CPQ admin, under CRM Integration Setup → General , there is an entry 'Security password for verifying entrance to CPQ through Salesforce backdoor:' . If this entry is left blank , apiPass from the Visual Force page is not verified upon entrance through backdoor. However, if this entry is not empty, upon entering CPQ through SF backdoor, value written in the vf page will be matched with the value written in this entry in CPQ administration. If they don't match, user will not be able to enter CPQ.
  • click on ‘Save’
  • in the menu on the left, click on ‘App Setup’ - > Customize →‘Opportunities’ → ‘Buttons and Links’
  • under ‘Custom Buttons and Links’ click on ‘New’
  • enter ‘Label’ and ‘Name’ (for example you could write ‘Generate Quote’ - this label be displayed on Opportunity tab)
  • under ‘Behavior’ select 'Display in existing window without sidebar'
  • under ‘Content Source’ choose ‘VisualForce Page’ and find the visual force page you’ve created previously
  • click on Save
  • in the left menu click on ‘App Setup’ - > Customize - > ‘Opportunities’ - > ‘Page Layouts’
  • find the page layout that is used for displaying opportunities and click on ‘Edit’
  • on the right you will see drop-down menu labeled ‘View’ . Choose ‘Opportunity Custom Links’
  • under this drop down the list of custom links will appear
  • select the custom link you’ve previously created and drag and drop it to the area in the middle of the page labeled ‘Custom Links’ (this section may also be called 'Useful links')
  • click on ‘Save’
  • Go to Opportunity tab
  • Select existing opportunity or create new opportunity
  • In the opportunity you've selected there should be custom link that you have created. Click on this link and you should be presented with CPQ application.

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