Articles on: Platform & Setup

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.


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

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

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

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.

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.




Select the Company

Select the Instance Type

Add Host Address

IAS Address (if necessary)

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

Instance ID = SAP SF Company ID

Leave SFSF Username blank

Leave the S-User ID blank

Login Via Provisioning = NO

Use Proxy Server = NO





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

Client Secret Key (API Key)

Private Key (pem Certificate)

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

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

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: 22/10/2024

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