Differences

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

adminhelp:crmintegrationsetup:salesforce:salesforce_chatter_integration [2017/05/26 07:39] (current)
Line 1: Line 1:
 +====== Salesforce Chatter Integration ======
 +\\
 +
 +CPQ is integrated with Salesforce Chatter which enables CPQ to post quotes comment to Salesforce //Account// or //Opportunity// chatter. For this purpore two standard quote actions can be found under **Setup** > **Workflow/Approval** > **Actions**:
 +
 +  * //Post Quote Notes Into Opportunity Chatter//
 +  * //Post Quote Notes Into Account Chatter//
 +
 +\\
 +These two actions can be set in Workflow as a post action to any other standard CPQ action, based on your needs. Usually, one or both actions are set as post actions for //CreateUpdateOpportunity// CPQ action, that guarantee that quote comments will be refreshed in Salesforce after every Opportunity update or creation.
 +\\
 +To set a post action for //CreateUpdateOpportunity// action go to **Setup** > **Workflow/Approval** > **Workflow**. In the Workflow matrix, find the desired Start and End status intersection and click the edit button. See Figure 1.
 +\\
 +{{ :adminhelp:crmintegrationsetup:salesforce:chatter1.png }}
 +;#;// Figure 1 -  Edit workflow //;#;
 +\\
 +
 +On the next page, select the //Create Update Opportunity// action and click the //edit// button in the //Post Actions// column to add the post action. See Figure 2.
 +\\
 +{{ :adminhelp:crmintegrationsetup:salesforce:chatter2.png }}
 +;#;// Figure 2 -  Setting the post action //;#;
 +\\
 +\\
 +On the next screen, from the list of available actions, choose the desired one (e.g. Post Quote Notes into Account Chatter) and click **Update**. See Figure 3.
 +\\
 +{{ :adminhelp:crmintegrationsetup:salesforce:chatter3.png }}
 +;#;// Figure 3 -  Selecting the post action //;#;
 +\\
 +Click **Save**. See Figure 4. 
 +\\
 +{{ :adminhelp:crmintegrationsetup:salesforce:chatter4.png }}
 +;#;// Figure 4 -  Saving changes //;#;
 +\\
 +
 +When you are on quote, each time the action //Create Update Opportunity// is triggered, the post action is triggered as well, and comment posted to the Salesforce account chatter. See Figure 5 and Figure 6.
 +\\
 +
 +{{ :adminhelp:crmintegrationsetup:salesforce:salesforce-chatter-1.png }}
 +;#;// Figure 5 -  Comment in CPQ quote //;#;
 +\\
 +
 +{{ :adminhelp:crmintegrationsetup:salesforce:salesforce-chatter-2.png }}
 +;#;// Figure 6 -  Comment in Salesforce account chatter //;#;
 +\\
 +
 +
  
You are here: SAP CPQ Online HelpAdmin Page HelpCRM Integration SetupSalesforce integrationSalesforce Chatter Integration