Setting up SAP Sales & Service Cloud V2 for integration with Donna

Provide Donna access to SAP C4C V2 to enhance meeting insights and automatically push notes and activities to your CRM.

This guide walks you through:

1. Creating the required users in SAP C4C V2

2. Assigning the correct permissions

3. Connecting SAP C4C V2 to Donna

4. Verifying the integration

Prerequisites

Before you begin, make sure you have:

• Admin access to your SAP C4C V2 tenant

• A sandbox environment (recommended for initial setup)

• Permission to create users and assign roles in SAP C4C

1. Create users in SAP C4C V2

Sandbox setup

For sandbox environments, we recommend creating two users:

1. Frontend user (recommended)

   • Used for UI access, validation, and troubleshooting

   • Can be a standard SAP C4C user with appropriate CRM permissions

2. Integration (technical) user (required)

   • Used by Donna to access SAP APIs

   • This user’s credentials will be entered in Donna

   • Should be a dedicated, non-human user

Production setup

For production environments, typically only the integration (technical) user is required.

Best practice

Always use a dedicated integration user for Donna. This makes auditing, permission management, and credential rotation safer and easier.

2. Assign required permissions

Ensure the integration user has access to the required SAP C4C V2 entities.

Core Objects:

sap.crm.md.accountservice.entity.account,
sap.crm.md.contactpersonservice.entity.contactPerson,
sap.crm.md.employeeservice.entity.employee,
sap.crm.md.productservice.entity.product,
sap.crm.md.businesspartnerservice.entity.customerRole,
sap.crm.leadservice.entity.lead

Activity & Communication:

sap.crm.appointmentservice.entity.appointment,
sap.crm.taskservice.entity.task,
sap.crm.visitservice.entity.visit,
sap.crm.noteservice.entity.note,
sap.crm.personinteractionservice.entity.personInteraction

Opportunity Details:

sap.crm.opportunityservice.entity.opportunity,
sap.crm.opportunityservice.entity.opportunitySalesPhase

Please ensure read access is granted to all of the above, and write access where appropriate (based on business needs).

3. Connect SAP C4C V2 to Donna

Once the integration user is ready, connect SAP to Donna.

In Donna:

1. Go to Settings → Integrations

2. Select SAP C4C V2

3. Enter the following details:

   

   • SAP C4C tenant URL

   • Username (integration user)

   • Password (integration user’s password)

4. Click Connect

Donna will immediately attempt to authenticate and validate access.

4. Testing and Moving to Production (if sandbox)

Once configuration is complete:

• Test the setup in your sandbox environment.

• When confirmed working, allocate time and resources to move the setup to production.

• If a temporary frontend user was used, you may deactivate it after onboarding is finalized.