Integrations Settings

Integrations settings control how the Epicor CPQ platform connects to your other resources.

Learn more about the types of integrations available with Epicor applications and external systems.

Setting	Description
General
Auto-create New Logins for CRM Users	If you are using a CRM integration (such as one of the Salesforce.com integrations), some of your CRM users may use Epicor CPQ as a tool embedded into another web page.  Rather than have those users authenticate twice – first in that CRM tool and then a second time in Epicor CPQ – turn this feature on. Default: off
Assign User's Role Based on Email Domain	If the previous box is checked, then this option appears to help you control what these CRM users can see and do by assigning them a role. There are two ways to assign native Epicor CPQ roles to visiting CRM users. Set to "false" for each CRM user to be assigned the same roles as they login from the CRM. Set to "true" for each CRM user to be assigned one or more specific roles based on their email domain. Examples: If your company uses something like Salesforce Cloud or Salesforce CPQ, and all salesforce users interact with Epicor CPQ in the same way, you may want to leave this set to false, and assign a simple Epicor CPQ "salesperson" role to these users. If your company uses something like Salesforce Communities, where some users may not be directly employed with the corporation and thus have different email domains, you may want to assign roles based on their email domain.
Roles for new CRM users	If "Assign User's Role Based on Email Domain" is unchecked, this is a simple list of roles each new user connecting from the CRM will be assigned.
Group Mappings	If "Assign User's Role Based on Email Domain" is checked, this allows you to select which email domains map to which roles. Click "Add New Mapping" to enter an email domain (e.g. example.com) and select which roles users coming in via that email domain that will map to.
Single Sign-On
Enable SSO	Allow some users to authenticate to Epicor CPQ through your own federated authentication service. Default: off We suggest at least one Epicor CPQ User with the company administrator role be created in Epicor CPQ directly, through Settings > Users, not through SSO.  In this way, if there is a problem with your SSO service at least one Epicor CPQ company administrator will still be able to do their work. More info on Single Sign-On
Tenant ID	The SSO tenant ID provided to you.  Click the "Sign Up" button to begin the provisioning process. Default: blank
Group Mappings	After SSO is fully connected, you have the opportunity to map Azure AD groups to Epicor CPQ roles. As users sign in via SSO, they will be assigned their roles accordingly.
Epicor Kinetic ERP
Enable Kinetic Integration	Check this box to activate a connection between this Epicor CPQ org and a specific instance of Epicor Kinetic.
Kinetic Base URL	Enter the path to your kinetic instance.
Kinetic Username Kinetic Password	Enter the credentials for the kinetic user who will be transacting on behalf of the integration process. This is usually a dedicated role, like "Integration Service" or "Data Robot", and not a specific person.
Test Connection	Use this button to confirm your URL and credentials work.
Salesforce
Enable Salesforce Integration	If your company uses Salesforce.com, and you've installed the Epicor CPQ App from the AppExchange, enter the correct settings here to activate the integration.  Step-by-step instructions are available. Default: off
Integrate with Salesforce CPQ	Check here to activate the Salesforce CPQ integration. Default: off
Salesforce API Username Salesforce API Password Salesforce API Token	Epicor CPQ needs a way to log into your Salesforce data.  After you create a Epicor CPQ user in your salesforce org, gather up the username, password, and token and enter these three credentials here.  Step-by-step instructions are available.
Salesforce Canvas App Consumer Key Salesforce Canvas App Consumer Secret	Epicor CPQ needs a way to insert its information into the salesforce.com web page where your users work.  After installing the Epicor CPQ App from the Salesforce.com AppExchange, you'll see these two parameters in salesforce.  Copy and paste them here.
Use Salesforce Files instead of Attachments	Earlier versions of Salesforce used Attachments to store PDFs, images, and other large files. We suggest you use the more modern Salesforce storage object, called Files. For backwards compatibility with legacy salesforce orgs, you can turn this off.
Use Salesforce Sandbox	If you intend to connect to a sandbox on test.salesforce.com, check this box.  For example, your DEV and TEST instances may connect to a salesforce sandbox, so this would be turned on, and your PROD instance may connect to production salesforce (so this would be turned off).
Oracle CPQ
Enable Oracle CPQ Integration	If you use this integration, activate it by checking this box.
Oracle CPQ Company Domain Oracle CPQ API Username Oracle CPQ API Password	Epicor CPQ needs a way to log into your Oracle data.  After you create a Epicor CPQ user in your Oracle instance, gather up the username, password, and company domain and enter these three credentials here.
Check Credentials	Use this button to confirm your Oracle domain and credentials work.

Depending on the features your company has activated, some choices listed here may not appear.