Prerequisites for Configuring InsideView Sales and SAP Hybris Cloud for Customer (C4C) Integration

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To create an integration between InsideView Sales and SAP Hybris C4C, you must complete the following prerequisites:

  • Verify the supported list of Web Browsers and Operating Systems for InsideView Sales. For more information, read the article Supported Operating Systems and Web Browsers for InsideView Sales in our Knowledge Base.

  • The InsideView Sales CRM view might not load and display the following error message in Internet Explorer (IE) web browser:

    "User account identifier is not provided. Add *.insideview.com to the set of trusted sites".

    This issue occurs when about blank, InsideView and SAP websites are not part of the trusted sites in your web browser and the system is unable to keep the session live.

    To resolve this issue, follow these steps:

    Step Description Details
     1 Go to Trusted Sites Go to Internet Explorer > Internet Options > Security tab and select the Trusted Sites.

    ie_settings.png

     2 Add websites On the Trusted site pop-up, add the following sites:
     3 Enable third party access  To enable access to third party cookies, select the Privacy tab and click Advanced.

    ie_settings4.png

    • On the Advanced Privacy Settings dialog, select the Override automatic cookie handling check box.
    • Select the Accept option for both the First-party and Third-party cookies.
    • Select the Always allow session cookies check box.ie_settings5.png
    • Click OK.

    For more information, read Microsoft’s documentation available here: http://windows.microsoft.com/en-us/windows/security-zones-adding-removing-websites.

  • Make sure the following parameters are exposed for InsideView Sales consumption to enable SAP C4C integration:

    Parameter Name Usage Description
    OrganizationID  Org Provision (Required) The parameter represents a user's organization ID. The user must be added to any organization structure for this value.
    OrganizationName  Org Provision The name of the organization structure.
    ServerUrl  Org Provision (Required) The CRM tenant URL of that CRM instance. For example, https://myXXXXX.crm.ondemand.com.
    UserID CRM User Provision (Required)  The unique user ID of the SAP C4C user who logged to the SAP C4C instance.
    UserFirstName CRM User Provision The first name of the SAP C4C instance user.
    UserLastName  CRM User Provision  The last name of the SAP C4C instance user. 
    UserEmail  CRM User Provision The email address of the SAP C4C instance user.
    AccountID  Account Mapping (Required) The account ID of the SAP C4C account, which is used to create a unique company mapping in InsideView.
    AccountName  Account Mapping (Required)  The name of the SAP C4C account used for matching with company name in InsideView.
    AccountWebsite  Account Mapping The website URL of a SAP C4C account.
    ContactObjectID  Contact Mapping (Required) The contact ID of the SAP C4C contact, which is used to create a unique contact mapping in InsideView.
    ContactFirstName  Contact Mapping (Required) The first name of the contact in SAP C4C instance.
    ContactLastName  Contact Mapping (Required) The last name of the contact in SAP C4C instance.
    ContactEmail  Contact Mapping (Required) The email address of the contact in SAP C4C instance.
    ContactAccountID  Contact Mapping (Required) The SAP C4C account ID of the contact. 
    ContactAccountName  Contact Mapping (Required) The SAP C4C account name of the contact.  
    ContactAccountWebsite Contact Mapping The SAP C4C account website URL of the contact.  

    Note: The combination of OrganizationID and ServerURL uniquely identifies a SAP C4C instance in InsideView. Any changes to these parameters will generate a new organization mapping in InsideView integration.

  • To configure SAML SSO, InsideView must be configured as a service provider in the third-party identifier provider for creating an integration. The identity provider metadata URL should be hosted on https and should not be restricted (publicly available). For more information, read the article Configuring InsideView as a Service Provider in our Knowledge Base.
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