How to configure DataAgents to use shared CRM connections for SAP

Shared CRM connections for SAP utilize the "Communication User" of an SAP "Communication Service" as service principal to establish connections with your CRM. 

To configure this setup, it's necessary to create a "Communication System" and a related "Communication Arrangement" and authentication for it in SAP.
The following sections will provide a step-by-step guide on how to accomplish this.

Create a "Communication System" in SAP

1. Login to SAP Sales Cloud and go to "Communication Systems"
   (Administrator Workcenter -> General Settings -> Communication Systems)
   
2. Click "New" to create a new Communication System and fill out the required "Basic Information."
   • Hostname: *.snapaddy.com
     System Access Type: Internet
   • Scroll down and add row and the "System Instances" table. Set the Preferred Application Protocol to 6 - Http
   •  Activate the communication system via the "Actions" dropdown in the top right corner
   • After inserting the basic information click "Save" to save the Communication System
3. Create a new "Communication Arrangement"
   (Administrator Workcenter -> General Settings -> Communication Arrangements)
   • Click "New" to create a new arrangement
   •  Choose "OData Services for Business Objects" as the "Communication Scenario" which should be used by snapAddy DataAgents
   •  Click "Next"
   •  Choose the "Communication System" created in the previous step to connect the arrangement to this system  (If you cannot see the previous created system, make sure that you set the system to active and saved afterwards.
   • Click "Next"

1. •  Choose "SSL Client Certificate" as "Authentication Method"
     
     
   •  Clicking "Edit Credentials" will open a modal to edit the "Communication User" (= service principal used by snapAddy to connect)
     •  In this modal choose "Certificate" as authentication method and click on "Create and Download Key Pair" to create a certificate file.  The *.p12 file that will be downloaded is encrypted by the password you enter during the creation. 
     • Both, the *.p12 file and the password need to be provided in the snapAddy settings later on 
     • Click "OK" to close the certificate modal
     
     
     
   • Choose the services you want the "Communication System" (and therefore snapAddy DataAgents) to use (e.g. "lead"*, "contact", "customer"). You can also adjust these later.
     *Lead is required for a successful connection check.
   • Click "Next"
   • Click "Finish" after reviewing your settings and "Close" in the "Confirmation" section afterwards
   • Now you should be able to see the new Communication Arrangement with the previous created "Communication System" as "Communication Partner" in the "All Communication Arrangements" table.

Configure the organization-wide SAP connection in the snapAddy Dashboard

1. Open the snapAddy Dashboard settings. 
2. Navigate to "Organization" -> "System integration".
3. If "SAP Sales Cloud" is not in the list of configured CRM Systems, click on "Add another CRM System" and select "SAP Sales Cloud".
4. Enter your "SAP Sales Cloud"-URL and upload the previous create certificate by clicking on the "Upload Certificate"
   
   
5. In the "Upload Certificate" modal upload the previously downloaded p12 file and provide the related password
   
   
6. Click Save
7. Back in the settings modal the connection can be tested via the "Test connection" button below the organization-wide settings
8. Click Save

Configure DataAgents to use the created application credentials

1. Open the "Workflows" section in snapAddy DataAgents. 
   
   
2. Click “Create Workflow” and select “From Template” in the modal that opens
   
   
3. Open the "SAP Sales Cloud" category, then select “Default SAP workflow for incoming emails” and create the workflow by clicking “Create Workflow”
4. Click on the three dots and then on "Edit".
   
   
5. Select the "Use shared CRM connection" checkbox. This feature is only visible if a shared connection has been set up for the selected CRM

That's it, you're all set up now. We're now using your shared CRM connection whenever this workflow is executed based on an incoming email.