Facilitating the Integration Between Salesforce & Oracle CPQ

Improving user experience and workflow with critical integrations and enhancements

The client is the world’s leading provider of integrated travel and expense management services and solutions. Their cloud-based solutions deliver total transparency into travel spending.

Business Objectives

The client needed Salesforce and Oracle Configure-Price-Quote (CPQ) development work done for Sales Cloud, Customer Service and Support, Professional Services, Oracle Product Configurator, and Pricing Engine.

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What services did DataCore Systems provide?

  • Implemented integration between Sales Cloud and Oracle CPQ, which resulted in auto creation of additional orders in CPQ, opportunity and quote synchronization.
  • Implemented the custom commissions framework in Sales Cloud where reps could submit opportunities, which would then be approved by the commissions team.
  • Enhancements were completed on Professional Services application in Salesforce including Project, Budget and Timesheet management.
  • Enhancements were completed on Customer Service and Advocacy application including custom components on Customer Portal and implementation of Single Sign On using OAuth 2.0 with the company portal.
  • Built product configurators on Oracle CPQ.
  • Multiple enhancements were completed on pricing and approval engines in Oracle CPQ Commerce.
  • Built various document outputs in pdf and word using Document Engine of Oracle CPQ.

Strategic Benefits

Data-Core Systems successfully developed integrations and enhancements which significantly improved user experience and workflow.

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