How do I establish a shared CRM connection for SAP Sales Cloud V2?

The Shared CRM Connection offers advantages for organizations with multiple users: All team members use the same stable connection without each individual user having to perform their own CRM authentication. This significantly simplifies administration and ensures smooth operation.

Step 1: Create a Technical User in SAP Sales Cloud V2

1. Navigate to User Menu →  System Settings.
   
   
2. Go to All Settings → User and Control → Roles.
   
   
   
3. Switch to the Technical Roles tab and create a new technical role.
   
   
   
   
4. Assign a unique name (e.g., "snapAddy_API_user") and add the required Business Services. You can adjust these services later as needed.
   
   • Lead (required for a successful connection check)
   • Contact
   • Customer
   
   
    
5. Click Save to create the technical role.

Step 2: Configure API User

1. Go to All Settings -> User and Control -> Users
2. Create a new technical User ( API User)
   
   
3. Assign a username, display name, and password
4. Add the previously created technical role to this user.
   
   
5. Click Create to finalize the API user.
    
   

Step 3: Enter Credentials in snapAddy

1. Log in to the snapAddy Dashboard
2. Navigate to Settings → Organisation → CRM Connections and click on "Add CRM system"
3. Select SAP Sales Cloud V2 as the CRM system
4. Choose the Shared Connection option
5. Enter the following information:
   • SAP instance URL
   • Credentials from Step 2.3
     
     
6. Test with "Test connection" and save the connection with "Save"

Related Articles

• What are workflows and how do they work?
• What is DataQuality Automation?