Riva CRM Integration - Documentation and Knowledge Base

Prepare SAP C4C for Riva for Marketo

Article ID: 1471
Last updated: 07 Mar, 2017

Riva for Marketo supports data synchronization of SAP Cloud for Customer (C4C) in several different scenarios.

To prepare SAP C4C for Riva for Marketo:

  1. Meet the SAP C4C requirements.
  2. Confirm network communication.
  3. Create an SAP C4C service agent.
  4. Configure SAP C4C communication arrangements.
  5. Prepare for custom field mapping. (Knowledge Base article 1223.)
  6. Prepare CRM for Marketo Sales Insights.
  7. Provide information for the Riva CRM connection.

Step 1: Meet the SAP C4C Requirements

  1. Ensure that the version of SAP C4C that is configured includes HOT FIX COLLECTION 5 (HFC5) — a patch that includes a fix that SAP recognized was required for Riva to communicate successfully with the C4C.

  2. Contact your SAP C4C Support, and ensure that the For Query Business Partners are enabled. *It can take up to three days for this request to be completed by SAP Support.

Step 2: Confirm Network Communication

Confirm the tenant URL, and confirm access to the tenant from the environment from which the synchronization will occur.

Step 3: Create an SAP C4C Service Agent

In SAP C4C, create a service agent that will be used by the communication arrangement configuration and by the synchronization to authenticate with SAP C4C.

Example: _RIVA -or- _RIVASYNC

Step 4: Configure SAP C4C Communication Arrangements

The following communication arrangements must be added to the SAP C4C environment for the Service Agent that was provisioned for this purpose.

To configure SAP C4C communication arrangements:

  1. Create an Active Communication System:
    • Id: RIVA_COMM
    • Host Name: RIVA
    • System Access Type: Internet
    • System Instance Id: RIVA
    • Preferred Application Protocol: 5 - Web Service
       
  2. Add communication arrangements to the newly created communication system. For each communication arrangement, use the following settings:
    • Scenario: Select a scenario as per the table.
    • Business Data: Define it as
      • System Instance ID (same as the communication system): RIVA
    • Technical Data: Define them as:
      • Communication Method: Direct Connection
      • Inbound Communication Enabled: Checked
      • Application Protocol: Web Service
      • Authentication Method: User ID and Password
      • User ID: Automatically selected.

# Modules SAP Service Communication End Point
1 Accounts Query Accounts /sap/bc/srt/scs/sap/querycustomerin1
2 Manage Accounts /sap/bc/srt/scs/sap/managecustomerin1
3 Contacts Query Contacts /sap/bc/srt/scs/sap/querycontactin
4 Manage Contacts /sap/bc/srt/scs/sap/managecontactin
5 Leads Query Leads /sap/bc/srt/scs/sap/querymarketingleadin
6 Manage Leads /sap/bc/srt/scs/sap/managemarketingleadin
7 Opportunity Query Opportunities /sap/bc/srt/scs/sap/queryopportunityin2

This is what the configuration will look like:

Step 5: Prepare for Custom Field Mapping

Prepare for custom field mapping. (Knowledge Base article 1223.)

Step 6: Prepare CRM for Marketo Sales Insights

Customers interested in including the Riva for Marketo Sales Insights real-time access interface in CRM will need to work with our team to configure the CRM interface to accept the new tab. This process is specific for each supported CRM.

Step 7: Provide Information for the CRM Connection

Prior to the configuration session, the SAP C4C administrator will need to know:

  • Service Account User name and Password: The login name and password of the SAP C4C service account and Marketo account to be used by Riva for Marketo.
  • Primary Email Address: Confirm the primary email address for the C4C service account that will be used by Riva.
  • Address: Confirm the URL of the SAP C4C subscription.

Article ID: 1471
Last updated: 07 Mar, 2017
Revision: 9
Views: 4513