A fully bi-directional REST integration between Salesforce Conga Apttus CPQ and Microsoft Dynamics 365 CRM — syncing Quotes and Orders automatically, secured by OAuth 2.0, with enterprise-grade error handling.
Quotes flow from Dynamics 365 into Salesforce Conga Apttus CPQ. Accepted Quotes trigger Order creation back in Dynamics 365. All secured via OAuth 2.0.
The integration handles two distinct data flows — Dynamics 365 managing Quotes in Salesforcer Conga Apttus CPQ, and Conga Apttus CPQ pushing Orders back to Dynamics 365.
Custom Apex REST endpoints exposed to Microsoft Dynamics 365 — enabling D365 to create, update, and delete Quotes directly in Conga Apttus CPQ via secure API calls.
When a Quote is Accepted in Conga Apttus CPQ, Apex REST callout services automatically create Orders and Order Line Items in Dynamics 365 — and propagate any subsequent order updates in near real time.
Salesforce Connected App configured with OAuth 2.0 — external systems generate access tokens using Consumer Key and Secret, with dynamic token refresh for every API call.
Dedicated Apex REST classes expose @HttpPost, @HttpPatch, and @HttpDelete endpoints — covering the complete Quote lifecycle for inbound requests from Dynamics 365.
A custom parser layer handles JSON deserialization, data validation, field mapping, and transformation — converting D365 payloads into Apttus CPQ objects and vice versa.
OAuth token validation, integration-specific Permission Sets, and object-level and field-level security enforcement ensure every API transaction meets enterprise security standards.
Orders and Order Line Items created on Quote Acceptance are automatically pushed to Dynamics 365. Any CPQ order updates propagate in near real time, keeping both systems in sync.
Structured HTTP status code evaluation, meaningful error responses, and transaction logging ensure every failure is captured, diagnosed, and traceable — no silent data loss.
Enterprise-grade security — OAuth 2.0, FLS/OLS enforcement, and Permission Set-based access control throughout
Fault-tolerant by design — no silent failures; every error is caught, structured, and logged for rapid diagnosis
Fully scalable — Apex REST framework and JSON parser layer are extensible to additional objects and endpoints