Integrating SAP CPQ with Salesforce

SAP CPQ offers seamless integration with, in a way that users have one point of entry to create and manage all sales opportunities for existing or prospective customers.

Typically, integration can be used in two ways – when users start their sessions in Salesforce and then come to the SAP CPQ (this may be used for sales people with access to the Salesforce tool), or when users start sessions in SAP CPQ (this may be used for channel sales, when these sales people do not have access to the Saleforce application). Wherever the users start their sessions, it is possible to implement appropriate data transfer between two systems, base on the SAP CPQ setup.

If users start their sessions in Salesforce, they may select appropriate account and opportunity, populate the opportunity fields, and then by following the link on this opportunity, come to the SAP CPQ tool. From there user can create a new quote and base on the settings in SAP CPQ administration, certain opportunity fields will be mapped to the SAP CPQ quote custom fields, as well as the appropriate accounts and contacts that will be mapped to the quote customers. Upon activating the ‘Create/Update Opportunity’ action on the quote, informations containing quote products data will be sent to the Salesforce opportunity. If the selected products do not exist in the Saleforce pricebook, these products will be added there. On the customer pages, it is possible for users to search for accounts and contacts in Salesforce, and to import them to the SAP CPQ. Also, when users generate the quote document, they may attach it to the opportunity in Saleforce. After the quote has been attached to the Salesforce opportunity (this is done by executing the Create/Update Opportunity action on the quote), users will be redirected to that same quote, when they click on the link in this opportunity that leads to SAP CPQ tool. Users will be prompted for their SAP CPQ credentials only the first time they come from Saleforce to SAP CPQ. After that, they will no longer need to log in when arriving from SF.

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