Enabling Showpad and SAP Sales Cloud (previously C4C) integration

SAP Sales Cloud (previously Cloud for Customer - C4C) is part of SAP's cloud solution and it manages customer sales, customer services, and marketing activities. Connecting your favorite CRM tool with the relevant Showpad sharing activities is a powerful combination. It keeps your sales reps engaged in C4C while still seeing the Showpad sharing activities. Enabling this integration gives your users a helpful overview of all interactions with their prospects in this cloud CRM solution.

Note: Cooperate with your SAP Sales Cloud administrator and Showpad's Professional Services team to set up authentication specifically for your environment.

Key features

• Enable Showpad sharing activities for your users in SAP Sales Cloud
• Keep sales reps engaged in C4C while seeing Showpad activities
• Help your users understand how their prospects interact with shared content with the Sharing Insights app in SAP Sales Cloud
• We log the activity to SAP Sales Cloud and don't install custom objects
• Works with Showpad's Web app, iOS  and Android app

You need this to succeed

The quick way

• Enabling Showpad activity logging for C4C
• Enable logging by default
• Installing the Showpad Insights App in C4C

Do this step by step

Enabling Showpad activity logging for C4C

1. Log into the Showpad’s Admin App and click the gear icon. 
    
2. From the Integrations from the left side menu, click CRM. 
    
3. Select CRM in the Integrations section, then click Connect to CRM. 
4. Give the instance an Alias name, and select SAP C4C from the CRM Instance dropdown menu.
5. Provide the SAP Sales Cloud Tenant URL. : This is the URL you use to visit your SAP Sales Cloud instance. The format is as follows: https://my123456.crm.ondemand.com.
6. We support two ways of authentication.
   • Email & Password, with basic authentication via HTTP, mostly used for testing purposes.
   • More secure via Entra ID (formally Azure Active Directory), using an OAuth client in SAP Sales Cloud. For more information, see this article on SAP's website.   
   • Reach out to your Professional Services contact at Showpad to set up authentication specifically for your environment or contact support for more information. 
7. Authenticate with the SAP Sales Cloud account to finalize the integration.
8. The connection will be verified and added to the CRM configuration.
9. Your users will now have the ability to log any email Share and Shared Space they create to a SAP Sales Cloud object using the Web app or Showpad's iOS app. (An opportunity, account, contact, lead)

Logging by default

You can streamline the logging of Share activity to SAP Sales Cloud and make it easier to ensure that sellers consistently log their interactions by enabling automatic logging by default.

1. Log into the Showpad’s Admin App and click the gear icon.
2. From the Integrations from the left side menu, click CRM.
3. Select CRM in the Integrations section, then click Settings.
4. Click the checkbox for Enable CRM logging by default.
5. Click Save.

Once enabled, Shares are automatically set up to be recorded in SAP Sales Cloud by default. If your sellers haven’t signed into the CRM, they’ll be prompted to do so. If they’re already signed in, they’ll only need to add the opportunity, account, contact, or lead information. 

Note: This setting is for the Web App only.

Installing the Showpad Insights App in C4C

Installing the Sharing Insight app in SAP Sales Cloud will help your users understand how their prospects interact with content shared with them, directly from SAP Sales Cloud. 

The app can be installed in an opportunity, account, contact, and lead object.

To install the Showpad Insights App, reach out to your Professional Services contact at Showpad.

To learn more about Sharing Insight, read this article.