Oracle CPQ + Magento “Login as Customer” — Internal vs External Users and Service Account Strategy

Context

We are using Oracle CPQ integrated with Magento and Okta for one of our business units.

In CPQ:

• We use Internal CPQ users for CRM access(Dynamics)
• We use External CPQ users for Magento access
• CPQ groups are assigned at user creation and drive:
  • UI visibility
  • Attributes
  • Actions / buttons
• Licensing is based on user type:
  • Internal CPQ license
  • External CPQ license

Magento uses the “Login as Customer” feature, where an internal employee (CSR) acts on behalf of a customer.

Current Implementation

• Magento currently accesses CPQ using External CPQ service accounts
• These service accounts are:
  • External users
  • Assigned to External CPQ groups