Salesforce CPQ
by Salesforce
Configure-price-quote on Salesforce (Revenue Cloud) for quotes, product rules and contracts.
- Category
- CRM & Sales
- Type
- CPQ & quoting
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
02Data
What you can sync.
- Quotes
- Quote lines
- Products
- Contracts
- Subscriptions
Model Salesforce CPQ quotes once in the Warehouse, then forecast, report and ask questions about the pipeline from any app.
Need more? Name any other Salesforce CPQ data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
Salesforce CPQ uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Salesforce if you need help.
04How it works
How it works in DataMind.
-
Pick Salesforce CPQ.
Open Lake, pick Salesforce CPQ in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Salesforce CPQ API docs.
-
Answer a few questions.
The AI reads the Salesforce CPQ documentation, then asks which credentials you will use, which data to sync (for example quotes and quote lines), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Salesforce CPQ data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
