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Celonis Product Documentation

Best Practices for SAP Actions

Warning

Never start building on the productive system.

Setup

  1. Request a user on a test/sandbox/development system.

    1. The user needs the standard Celonis Automation Role permissions and the permissions for the function modules required for the identified actions.

    2. The test system should have data consistent with the system data that you want to automate eventually.

  2. Connect a Celonis Agent to your test system.

    1. Activate alerts for the Celonis Agent to be notified when it is disconnected.

  3. Create a simple skill to configure the single action.

    1. Test it.

    2. Observe the effect within the test system.

  4. Build overall automation flow.

    1. Test it.

    2. Observe the effect within the test system.

  5. If you are content with the results, move the action flow to the production system.