Adding an Instance Full Process Instructions

Video tutorial here: https://www.youtube.com/watch?v=JNhKBeVtwO8&t=2s

PART ONE - In SAP SuccessFactors, please create the following.

1. Create a CodeBot Role - the typical name is "CodeBot Role"

• Permissions here: https://help.sfcodebot.com/en/article/codebot-role-permission-ver-10-kn05ex/

2. Create the CodeBot Group - the typical name is "CodeBot Group"

3. Create the CodeBot user - the typical user name is "codebotuser"

• Set API User login exceptions for IP Address restrictions (if necessary)

• Set API User password (regardless of IAS and SSO)

PART TWO If SSO is enabled via an IAS link.

1. Please instruct the IAS Admin to add CodeBot to the Corporate Identity Providers. Instructions here!

PART THREE - In CodeBot, In the Company Admin, navigate to Instances.

1. Select the Company

2. Select the Instance Type

3. Add Host Address

4. IAS Address (if necessary)

5. Instance Title - This is what you'll call the instance

6. Instance ID = SAP SF Company ID

7. Leave SFSF Username blank

8. Leave the S-User ID blank

9. Login Via Provisioning = NO

10. Use Proxy Server = NO

11. If SSO is enabled in your instance, please select yes from the dropdown.

1. Authorized SF User ID = codebotuser (The user you've created in Part One of these instructions)

2. Client Secret Key (API Key)

3. Private Key (pem Certificate)

4. SFAPI Username and Password (This should be the same as the Authorized SF User ID... the user and password we created in part one)

• Test Odata Credentials

• Test SF API credentials

• Submit the Form

PART FOUR test CodeBot executions

1. Run a small portion of a workbook (typically Event Reasons from EC)

2. Ensure the Bot logs in and writes the configuration to the workbook.

• How to Generate Workbooks - (Don't "select all" here. It is best to just select "Event Reasons")

If you need help with any of these steps, please book a meeting with Rob.

Updated on: 28/01/2025