Talkdesk SAP C4C Connector: Integration Activation

The Talkdesk SAP C4C Connector integrates your Talkdesk account with your SAP C4C instance, embedding Talkdesk directly into the SAP C4C interface to provide a unified “single pane of glass” for agents. Featuring data synchronization and automation capabilities, this connector simplifies workflows and elevates the efficiency of customer service operations.

Talkdesk SAP C4C Connector supports integration with the following SAP products:

  • SAP C4C (Cloud for Customer)
  • SAP Service Cloud
  • SAP Sales Cloud

Note: This Connector requires additional licensing. Contact your Talkdesk representative for more information.

 

Table of Contents

 

Activating SAP C4C

Follow these steps to activate SAP C4C integration.

  1. Log in to your Talkdesk account as an Administrator and navigate to Builder [1] > Integrations [2] > My Integrations [3].
  2. Use the search box [4] to find the SAP C4C integration.
  3. Click the Edit icon [5] 

  1. Fill out the fields [6] according to the following table.

 

SAP C4C Connector configuration in Talkdesk

Field Name/Feature Configuration Notes
Instance url E.g.: my77777.crm.ondemand.com

This field is required to enable data synchronization and automation capabilities. 

Refers to the URL of your SAP C4C instance

Username   This field is required to enable data synchronization and automation capabilities. Username and User password should be for an user with access to this API in SAP
User password   This field is required to enable data synchronization and automation capabilities. Username and User password should be for an user with access to this API in SAP
Agent collection E.g.: EmployeeCollection

Choose the respective Collection name to be used to import the Agents (check Collections supported to validate the supported collections). If empty then it defaults to BusinessUserCollection

Note that only 1 collection can be selected.

Connect to cti Recommended to have it activated

Required to have a proper CTI connection.

The default integration of your agents also needs to be set to SAP C4C

Synchronize contacts Recommended to have it activated

Enables contacts synchronization from SAP C4C to Talkdesk.

If selected, please review the Contact Types selected.

Synchronize agents Recommended to have it activated

Enables agent synchronization from SAP C4C to Talkdesk.

If selected, please review the Agent collection selected.

Contact Types E.g.: Contact (that refers to ContactCollection) Select which contact collection to import (check Collections supported to validate the supported collections). If none is chosen it defaults to Contact (ContactCollection). Note that only 1 collection can be selected.
  1. Click Save [7]

  1. Log in to your SAP instance and navigate to Administrator [8] > Service and Social [9] > Live Activity Configuration [10]

  1. Fill out the required settings, according to the following table.


Live Activity configuration in SAP: Required Fields

Field Name Configuration Notes
Provider External Provider  
CTI Vendor TalkDesk  
Provider ID TALKDESK  
Provider URL https://prd-cdn-talkdesk.talkdesk.com/cti-integration/latest/int/sap/talkdesk-cti-widget.html?env=prd-us&cti=workspace

The “env” and “cti” variables in the URL represent the Talkdesk region environment and the type of CTI respectively.

For "env", write down one of the following:

  • prd-us, if your Talkdesk account is on US regional cloud
  • prd-eu, if your Talkdesk account is on Europe regional cloud
  • prd-ca, if your Talkdesk account is on Canada regional cloud

For "cti", write down one of the following:

  • “conversations”, to use the Conversations app embedded in the 3rd-party system)
  • “external”, to use an external Callbar or Conversations.
  • “headless”, to use the headless version of the Conversations App embedded in the in the 3rd-party system.
Comm. System ID TALKDESK  

The next steps refer to the configuration of a HTML Mashup on the Home Screen, so the user can check the CTI status.

  1. Navigate to Administrator > Mashup Authoring [12]
  2. Click New, and select HTML Mashup [13]

  1. Fill out the required settings on the HTML Mashup form, according to the following table.

 

HTML Mashup configuration in SAP: Required Fields

Field Name Configuration Notes
Port Binding Type Without Port Biding  
Mashup Category Application Integration  
Type URL  
URL https://prd-cdn-talkdesk.talkdesk.com/cti-integration/latest/int/sap/talkdesk-cti-mashup.html  
Request Parameter Parameter information:
  • Parameter = aid
  • Parameter Biding = /$System/EmployeeUserName
  • Select the Mandatory checkbox
To add a new parameter, click on Add row action

  1. To add the HTML Mashup to the Home page, navigate to the Home page [14], click the Edit button [15] and then select Adapt for User Role [16]
  2. Select the desired role and then click on the icon to create a Custom Card.

  1. Fill out the required settings on the Custom card form, according to the following table.
Field Name Configuration Notes
Type HTML Mashup  
HTML Mashup   Select the previously created HTML Mashup
Navigation Type URL  
Navigate to URL https://prd-cdn-talkdesk.talkdesk.com/cti-integration/latest/int/sap/talkdesk-cti-navigation.html?env=prd-us The “env” variable in the URL represents the Talkdesk region environment. Write down one of the following:
  • prd-us, if your Talkdesk account is on US regional cloud.
  • prd-eu, if your Talkdesk account is on Europe regional cloud.
  • prd-ca, if your Talkdesk account is on Canada regional cloud.

After this step, you can start using Talkdesk Embedded with an active CTI connection (check the example below). To configure automations, please consult this article.

 

SAP C4C Collections supported 

For Contact Sync we are able to retrieve the data from these SAP C4C collections:

Collection / Type ID Name Title Phones Email Address Company
ContactCollection  ContactID Name JobTitle

NormalisedPhone

NormalisedMobile

Email FormattedPostalAddressDescription AccountFormattedName
IndividualCustomerCollection CustomerID FormattedName TitleCodeText

NormalisedPhone

NormalisedMobile

Email FormattedPostalAddressDescription -
PartnerContactCollection  PartnerContactID BusinessPartnerFormattedName JobTitle

NormalisedPhone

NormalisedMobile

Email FormattedPostalAddressDescription -
CorporateAccountCollection AccountID BusinessPartnerFormattedName RoleCodeText

NormalisedPhone

NormalisedMobile

Email FormattedPostalAddressDescription -

The filters used to obtain valid contacts are the following:

Collection Filter
ContactCollection  ChangedOn gt datetimeoffset'{checkpoint}' and StatusCode eq '2' and Name ne null and ContactID ne null
IndividualCustomerCollection ChangedOn gt datetimeoffset'{checkpoint}' and LifeCycleStatusCode eq '2' and FormattedName ne null and CustomerID ne null
PartnerContactCollection  ChangedOn gt datetimeoffset'{checkpoint}' and StatusCode eq '2' and BusinessPartnerFormattedName ne null and PartnerContactID ne null
CorporateAccountCollection ChangedOn gt datetimeoffset'{checkpoint}' and LifeCycleStatusCode eq '2' and BusinessPartnerFormattedName ne null and AccountID ne null

For Agent Sync we are able to retrieve the data from these SAP C4C collections:

Collection ID Name Email
EmployeeCollection UserID BusinessPartnerFormattedName Email
EmployeeBasicDataCollection UserID FormattedName Email
BusinessUserCollection UserID BusinessPartnerFormattedName EmailURI

The filters used to obtain valid agents are as follows:

Collection Filter
EmployeeCollection UserID ne null and Email ne null and BusinessPartnerFormattedName ne null
EmployeeBasicDataCollection UserID ne null and Email ne null and FormattedName ne null
BusinessUserCollection UserID ne null and EmailURI ne null and BusinessPartnerFormattedName ne null
All Articles ""
Please sign in to submit a request.