Create a New Link

In order to sync data from SAP to Salesforce you must first create a link.
The following steps will walk you through creating an example Customer Sync.

1. Choose to create a new link

2. Select the enosix SAP adapter

When you create a link you need to select the enosix SAP adapter which will allow you to configure necessary required information SAP needs when running the sync.

3. Choose a Named Credential

The named credential you have configured for your SAP system will allow the link to connect to your SAP system to get the list of RIOs to select from depending on the data you want to sync.

4. Choose Customer Sync

For this example we can select the Customer Sync RIO to get the list of SAP Customers into Salesforce. If you have a lot of RIOs you can use the search field to narrow the list.

5. Click Next Step button.

6. Select Local Salesforce

7. Select Account

Because we selected the Customer Sync RIO we want to create and update existing accounts in Salesforce with the Customers in your SAP system.

8. Click Next Step button.

9. Set link details

Now we can set the details of the link for this example.

(For more information about configuration options go to Link Settings)

• Enter Customer Sync as your Link Label.
• Set the Batch Size Limit to 100.
• Toggle Test Mode to On.
  • This allows you to test the sync before actually populating the data in Salesforce
• Set Record Snapshot Logging Level to All
  • This allows you to see data from SAP that will be synced to Salesforce after you run the sync and view the details later in this guide.
• Click on the Create Link button.

10. Link Dashboard

You will now be on your newly created Customer Sync link's dashboard page.

Next we will configure the rest of the Customer Sync link areas starting with the Data Source.