Note: In this article and for the purposes of this documentation, ‘SAP’ refers to SAP Sales and Service Cloud V2.
Before logging in into Donna and connecting SAP, we strongly recommend to create a dedicated SAP integration user and using this integration user to set up the integration, rather than using your own personal Salesforce (admin) user account.
On this page, we describe how to create an integration user. Consider these instructions as a recommendation, rather than a strict guideline. Follow your own company policies while creating this user.
Login to SAP and in the right top corner, click on the profile icon, then click System Settings. On the System Settings page, click on Roles. Click on roles dropdown and select Technical Roles. Click on the plus icon button to create a new role.
Enter a Technical Role Name.
Disable Admin.
Click Add Business Services and add the following business services. Consider the listed business services to be an example. Exact services depend on the use cases covered with Donna.
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
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
sap.crm.opportunityservice.entity.opportunity
sap.crm.opportunityservice.entity.opportunitySalesPhase
Provide Read Access and Write Access as required for the use cases covered with Donna.
Login to SAP and in the right top corner, click on the profile icon, then click System Settings. On the System Settings page, click on Users. Click on users dropdown and select Technical Users. Click on the plus icon button to create a new user.
Enter a User Name.
Take note of the User Name entered in the form on this page, as you will need to enter it in Donna in the next section.
Enter a Display Name.
Enter a Password.
Make sure to remember the password you enter on this page, as you will need to use the same password in Donna in the next section.
Assign the S_TECHNICAL_USER Security Profile.
Assign the newly created role from the previous step.
Open a web browser and go to https://app.askdonna.com
Login with Google, Microsoft or magic sign in link (If you did not yet receive an invite to Donna, please request an invitation from a colleague who did).
Once logged in, click on Organisation settings and then Integrations. You require an admin or owner role in Donna to see the Organisation settings and Integrations pages.
In the SAP Sales & Service Cloud V2 section, enter the Domain, Username and Password and click on Connect.
That's it! The integration is now set up!
