Integrating Symphona with SAP Sales Cloud

This guide is designed to assist small and midsize business owners with the integration of Symphona and SAP Sales Cloud. By following these straightforward steps, you can connect Symphona’s automation with SAP Sales Cloud, enhancing your sales processes with efficiency and precision.

Step 1: Start with Symphona

Log into your Symphona account and create a new workflow by clicking on the “New Process” button, usually found in the top-right area of your dashboard. This initiates the setup of a workflow specifically for use with SAP Sales Cloud.

Step 2: Name and Describe Your Workflow

Give your newly created workflow a descriptive name and a concise explanation to reflect its functionality. Locate this process on your main dashboard, hover over it, and choose “Edit Process” to move forward to the Process Editor.

Step 3: Add Integration Steps

In the Process Editor, look for the “Step Library” on the right side of the screen. Navigate to the “Integration” category and drag the “Invoke REST API (General)” option into the workflow, placing it between the “Start” and “Stop” points.

Step 4: Configure API Calls to SAP Sales Cloud

Integrating Symphona with SAP Sales Cloud requires properly setting up API calls, which involves specifying endpoint URLs and obtaining the correct authentication credentials:

Endpoint URL

• Endpoint URLs are specific to the SAP Sales Cloud service you are accessing. They represent the web address for the API service that your Symphona workflow will call. SAP provides a comprehensive list of endpoint URLs for different services in their API documentation. An example might resemble “https://api.salescloud.sap.com/{service-path}”.

Authentication Credentials

• SAP Sales Cloud requires OAuth 2.0 for secure API access. You will need to register an application within your SAP Sales Cloud instance to get a client ID and client secret to generate an access token.
• Always handle your OAuth credentials with care to ensure the security of your API access.

These details must be included within each API call configuration in Symphona's Process Editor, including the appropriate HTTP method depending on your intention (GET to retrieve data, POST to create data, PUT to update data, or DELETE to remove data).

Step 5: Test and Activate the Integration

After the setup is complete, test the workflow thoroughly to ensure that the data exchange between Symphona and SAP Sales Cloud is functioning as expected. Once you have validated the integration’s performance, you are ready to activate the workflow and leverage the combined power of Symphona automation with SAP Sales Cloud.

Conclusion and Valuable SAP Sales Cloud Resources

The integration of Symphona with SAP Sales Cloud is a strategic move that streamlines your sales workflows and increases operational efficiency. Here are some SAP Sales Cloud resources you may find helpful for API details and authentication guidelines:

• SAP Sales Cloud API Hub Documentation: SAP API Business Hub
• SAP Sales Cloud OAuth 2.0 Authentication Documentation: [SAP Help Portal]( irect89a7c1/index.html)

Be sure to adapt the integration to suit the specific needs of your business processes.

• Integrating Symphona with SAP Sales Cloud
• Step 1: Start with Symphona
• Step 2: Name and Describe Your Workflow
• Step 3: Add Integration Steps
• Step 4: Configure API Calls to SAP Sales Cloud
• Endpoint URL
• Authentication Credentials
• Step 5: Test and Activate the Integration
• Conclusion and Valuable SAP Sales Cloud Resources