Enterprise System Nodes

6. Enterprise System Nodes​

Enterprise system nodes connect SkyStudio workflows to your company's ERP and CRM systems. Dedicated nodes are provided for Salesforce, SAP and CANIAS ERP. These nodes are usually configured together with your IT department.

They are listed at the bottom of the Nodes tab in the node catalog, grouped by system name.

Salesforce Node​

The Salesforce node lets you query and manage the records in your Salesforce CRM. The connection uses a username, a password and a security token.

Connection Setup and Management​

Obtaining a Security Token​

In addition to your password, Salesforce requires a Security Token for API access.

1. Sign in to Salesforce.

2. Click your profile picture in the top right and select Settings.

3. In the left menu, go to My Personal Information → Reset My Security Token.

4. Click the Reset Security Token button.

5. The token is sent to the email address registered to your account.

6. Copy the token value from the email.

Note: The security token is only delivered by email; it is never displayed on screen. It is reset every time you change your password, and the SkyStudio connection must be updated accordingly.

Verifying API Access​

The user account must have API access permission.

1. Go to Setup → Users and open the relevant user.

2. Click the profile listed under Profile.

3. Under Administrative Permissions, confirm that API Enabled is selected.

Note: API access is not offered in some Salesforce editions (for example, Essentials). If you cannot find the permission, contact your Salesforce administrator.

Choosing the Login URL​

Adding the Connection in SkyStudio​

1. Click the chain icon (App Connections) in the bottom toolbar of the workflow canvas.

2. Click + New connection.

3. Select Salesforce from the provider list (listed under the CRM & Support category).

4. Fill in the following fields:

5. Click Add connection.

Note: The password and the security token are entered in separate fields; unlike some integrations, they are not concatenated.

Operations​

The Salesforce node offers a single operation:

Parameters​

Commonly Used Objects​

SAP Node​

The SAP nodes give you three different ways to reach the data in your SAP system: SAP HANA Query (direct database queries), SAP SOAP (classic SAP services) and SAP REST (OData services).

Connection Setup and Management​

Before You Start​

SAP connections are subject to corporate security policies. Request the following information from your IT / SAP Basis team:

Note: Do not use your personal SAP account for an integration. Ask your IT team for a dedicated service user that holds only the permissions the integration needs.

Adding the Connection in SkyStudio​

1. Click the chain icon in the bottom toolbar of the workflow canvas.

2. Click + New connection.

3. Select SAP HANA, SAP SOAP or SAP REST from the provider list (listed under the Database & ERP category).

4. Fill in the following fields:

5. Click Add connection.

Note: Define separate connections for production and test environments. Naming the environment in the connection name ("SAP Test", "SAP Production") helps prevent operations from running against the wrong system.

SAP HANA Query​

Sends SQL queries directly to the SAP HANA database. Used for reporting and data retrieval.

Parameters​

Example Use​

SELECT MATNR, MAKTX, MEINS
FROM MARA
WHERE MTART = 'FERT'
LIMIT 100

Note: Run only SELECT queries against a production database. For write operations, use the official services through SAP SOAP or SAP REST; writing directly to tables can compromise data integrity.

SAP SOAP​

Calls SAP web services over the SOAP protocol. Used to invoke BAPI and RFC functions.

Parameters​

Note: You can derive the structure of the SOAP envelope from the WSDL file on the SAP side. Ask your IT team for the WSDL address of the relevant service.

SAP REST​

Sends requests to SAP OData or REST services. This is the preferred method on modern SAP installations (S/4HANA).

Parameters​

OData Parameter Examples​

CANIAS ERP Node​

The CANIAS ERP node lets you connect to your CANIAS system over WSDL.

Connection Setup and Management​

Before You Start​

Request the following information from your IT team for a CANIAS connection:

Adding the Connection in SkyStudio​

1. Click the chain icon in the bottom toolbar.

2. Click + New connection.

3. Select CANIAS (WSDL) from the provider list (listed under the Database & ERP category).

4. Fill in the following fields:

5. Click Add connection.

Canias Request​

Sends a request to the CANIAS ERP service.

Parameters​

Quick Start Examples​

Example 1: Salesforce Opportunity Report​

A workflow that reports open sales opportunities every week:

Webhook (every Monday) → Salesforce → Anthropic API Call → Send Mail (Outlook)

Salesforce settings:

• Operation Type: Query
• SOQL: SELECT Name, Amount, CloseDate FROM Opportunity WHERE IsClosed = false ORDER BY Amount DESC LIMIT 20

Example 2: SAP Stock Alert​

A workflow that reports products that have dropped to a critical stock level:

Webhook (every morning) → SAP HANA Query → If-Else Condition → Send Message (Slack)

Example 3: Dashboard from ERP Data​

A workflow that analyzes ERP data and produces a visual report:

Webhook (1st of the month) → SAP REST → JSON to Table → Data Analysis (Python) → Artifact → Send Mail

Example 4: Salesforce Record from a Form​

A workflow that records a web form submission in the CRM:

Webhook → Text2data → Transform → Salesforce (Create) → Send Message (Slack)

Example 5: ERP Query Chatbot​

A chatbot that lets the team query ERP data in natural language:

Text Input → LLM (generate SQL) → SAP HANA Query → LLM (answer) → Text Output

Common Errors​

Notes​

• Enterprise system connections are usually set up together with your IT department; request the required information and network permissions from them.
• Use a service user rather than a personal account for integrations; personal password changes break the integration.
• The Salesforce Security Token is reset every time your password changes; remember to update the connection.
• Salesforce production and sandbox environments use different Login URLs — take care not to connect to the wrong environment.
• Send only SELECT queries to a production SAP HANA database; use the official SAP services (SOAP / REST) for write operations.
• SAP REST is preferred on modern SAP installations (S/4HANA), SAP SOAP on older ones.
• Define separate connections for test and production environments, and state the environment in the connection name.
• Always use limiting parameters such as LIMIT and $top on large data sets; ERP queries consume significant system resources.
• Test workflows that write to enterprise systems in a test environment first.