Knowledge Base - Cloud Connect
Knowledge Base - Cloud Connect
Breadcrumbs

Set up Cloud Connect for Salesforce

Installation

Packages

Experlogix Cloud Connect for Salesforce is a Salesforce 2nd Generation Managed package. 2nd generation packaging allows building modules, and Experlogix Cloud Connect for Salesforce leverages this feature by splitting into a core package and extension packages to enable specific functionality. The core package is designed to have minimum dependency on specific Sales or Service cloud features and can be used using Lightning Platform Starter or Sales/Service Cloud Pro Suite(lower-level editions do not support AppExchange) edition licenses.

See Cloud Connect Installers for links to the most up-to-date release.

Package

Package Type

Contents

Core Package

Managed

Contains all the major features and APIs. Specific contents include:

  • Experlogix CPQ related components and control buttons components

  • Processor API

  • Logging

  • Experlogix Setup page

  • Experlogix Application

  • Copy flow element

  • Basic CPQ, Logging and Administration Permission sets.

  • Inbound API framework classes

  • Outbound API framework classes

Copy Config for Opp & Quote extension

Unlocked

Enables Copy configuration on Opportunity and Quote objects. Specific contents include:

  • Copy to current Opportunity flow template

  • Copy to current Quote flow template

  • QuickActions to call these flows

Aura Quick Actions

Managed

Contains Experlogx CPQ control buttons components in Aura format. Used in some pages that are not LWC enabled. Currently only Experience Cloud pages. Once Experience Cloud pages will support LWC, this package will be obsolete. Specific contents include:

  • Aura components for "open" and "pop-up" CPQ actions.


Installation Procedure

To install the Cloud Connect managed package, follow these steps:

  1. Retrieve the latest installation details by visiting Experlogix Cloud Connect Salesforce. Every package, including extension packages, can be installed using a following link format: https://login.salesforce.com/packaging/installPackage.apexp?p0=PACKAGE_VERSION_ID , where PACKAGE_VERSION_ID has to be changed to a specific package version Id provided with each package.

The core package must be installed before extension packages. Extension packages can be installed in any order.

  1. Select Install for admins only.

    Install Saleforce1.png

  2. The installation might take a few minutes. You will receive an email once it completes.

Service Account Requirements and Setup

Configuration in the Admin Center requires a special user referred as Service User(Service Account). This user is used for all connections to Salesforce via the Cloud Connect Integrations API.

Minimal License and Profile Requirements

User License

Profile

Notes

Salesforce

Standard User, Minimum Access - Salesforce

Use this user license when Standard Sales Cloud objects such as Opportunity, Quote and Product are used. Limitations apply to Minimum Access - Salesforce profile when used with Sales Cloud data model.

Salesforce Platform

Standard Platform User

Use this license when Custom Solution is used that does not involve objects such as Opportunity, Quote, Product and Price Book

Experience Cloud Licenses

Varies per license

Use this license when solution is based on one of Experience Clouds such as Customer Community or Partner community.

Minimum Access profile has limitations—avoid it if you need to write to fields like OpportunityLineItem: Total Price.

Additional Permissions Required for Service Account

Permission type

Name

Notes

Permission Sets

Experlogix CPQ User

Part of managed package

System Permissions

Apex REST services

System permission that allows to use Salesforce REST API

Object Permissions

Varies depending on CPQ setup

Access to every object that is used by CPQ for query or DML operations has to be provided

Field Permissions

Varies depending on CPQ setup

Access to every field that is used by CPQ for query or DML operations has to be provided

For more information, see the following Salesforce documentation:

Standard User Licenses

User Platform Access Overview for Custom Applications

Experience Cloud User Licenses

Create a Permission Set for Experlogix CPQ Service Account

  1. Navigate to Setup > Permission Sets.

    Permission Sets SF.png

  2. Select New.

  3. In the Label field, enter Experlogix CPQ Service Account. The API Name field is populated automatically.

    Label Field.png

  4. Select Save.

Add Object and Field Permissions

  1. Within the Experlogix CPQ Service Account permission set, navigate to Object Settings.

    ObjectSettings.png

  2. Select the required Object (e.g. Quotes).

    Quotes Object.png

  3. Select Edit.

    Edit Permissions.png

  4. Select the checkboxes to add permissions.

  5. Select Save.

  6. Repeat Steps 2-5 for each Object used by Experlogix. For standard Sales Cloud setup, the Object list would be as follows:

    • Product

    • Price Book

    • Price Book Entry

    • Opportunity

    • Opportunity Product

    • Quote

    • Quote Line Item

Create a Service Account User and Assign Necessary Permissions

  1. Navigate to Setup > Users.

    Users SF.png

  2. Select New User.

  3. In the First Name field, enter a name.

    New User SF.png

  4. In the Last Name field, enter a name.

  5. In the Email field, enter an email.

  6. In the Username field enter the desired username.

Don't use an Email as a username. Instead, it's recommended to follow a naming convention throughout the environment.

  1. In the Role field, verify it is set to None Specified.

  2. In the User License field, select the required license. If standard Sales Cloud Objects will be used by CPQ, select Salesforce.

  3. In the Profile field, select one of the following

    • Standard User

    • Minimum Access - Salesforce

Minimum Access profile has limitations — avoid it if you need to write to fields like OpportunityLineItem: Total Price.

Users with minimum access must further modify their permission set. See Additional Permissions for Minimum Access Users for more information.

  1. Select Save.

  2. Scroll to the Permission Set Assignments section at the bottom of the page and select Edit Assignments.

    Permission Assignements for User.png

  3. Assign the Experlogix CPQ User and the newly created Experlogix CPQ Service Account permission sets.

  4. Select Save.

Additional Permissions for Minimum Access Users

The following section guides you through updates required to the permission set if you're using a service account user with the minimum access profile.

  1. Navigate to Setup > Permission Sets.

    Permission Sets SF.png

  2. Select New.

  3. In the Label field, enter Experlogix CPQ Service Account Minimum. The API Name field is automatically populated.

    Minimum.png

  4. Scroll to the System section at the bottom of the page and select System Permissions.

    System Permissions.png

  5. Select Edit.

    Adding additional minimum permissions.png

  6. Check the following checkboxes:

    • Apex REST Services

    • View Roles and Role Hierarchy

    • View Setup and Configuration

  7. Select Save.

  8. Back on the Permission Set screen, select App Permissions.

  9. Select Edit.

    Edit App Permissions.png

  10. Check the Edit Opportunity Product Sales Price permission.

This is only required if the standard Sales Cloud data model is used.

  1. Select Save.

  2. Proceed to add normal permission as needed as outlined in Add Object and Field Permissions.