The Sugar Professional element is available in the helpdesk hub.
Authentication Prerequisites
The Sugar Professional element uses the OAuth2password authentication workflow. Before you can authenticate an instance of the Sugar Professional element, you require the following:
Provider sandbox
A Sugar Professional account and sandbox are required to authenticate. Only Administrator accounts can generate the credentials required to authenticate with the element. The parameters required by the user are:
- Sugar Enterprise Site URL
- Username
- Password
- Navigate to Admin > System Settings.
- Scroll to the Advanced section at the bottom of the page.
- Uncheck "Validate user IP address".
- Click "Save"to preserve the changes.
Required Authentication Parameters
You can authenticate an element instance using the UI or via API calls. For detailed information on how to authenticate an instance, see our related documentation:
To authenticate an instance of the Sugar Professional element, you will need the following parameters:
| Parameter Name/UI Value | API Value/Key | Description | Source |
|---|---|---|---|
| Sugar Professional site URL | site.url | The unique URL established for your Sugar Professional site. | This is the same URL that you use to sign in to your Sugar Professional platform. Contact your Sugar admin for assistance. |
| Username | username | The username you use to sign in to your Sugar Professional site. | Contact your Sugar admin for assistance. |
| Password | password | The password you use to sign in to your Sugar Professional site. | Contact your Sugar admin for assistance. |
Sample Configuration JSON
"configuration": {
"site.url": "http://my-sugar-professional-url.com",
"username": "MyUsername",
"password": "MyPassw0rd"
}Element Fact Sheet and Reference
Authentication and Configuration Parameters
To see all authentication parameters for the Sugar Professional element, follow these steps:
- Sign in to Cloud Elements and navigate to Elements.
- Hover over the card for an element, and then click My Resources.
- In the top navigation toolbar, click Setup.
- From the Setup page, you can view a complete list of the element's authentication and configuration parameters.
Events and Supported Resources
The Sugar Professional element supports events via polling. For detailed information about our Events framework and how to configure an element instance with events, see our documentation:
You can set up polling events for the following resources of the Sugar Professional element:
- accounts
- contacts
- calls
- meetings
- tasks
- users
- documents
- emails
- tags
- incidents
- cases
Queryable Endpoints
You can use CEQL to query the following endpoints of the Sugar Professional element:
- GET /accounts
- GET /activities
- GET /articles
- GET /bulk/jobs
- GET /calls
- GET /campaigns
- GET /cases
- GET /contacts
- GET /contracts
- GET /documents
- GET /emails
- GET /leads
- GET /meetings
- GET /notes
- GET /{objectName}
- GET /{objectName}/{objectId}/{childObjectName}
- GET /opportunities
- GET /product-groups
- GET /products
- GET /prospect-lists
- GET /quotes
- GET /shippers
- GET /tasks
- GET /tax-rates
- GET /users
{{Snippet.termelementucsingular}} API Documentation
Read more in the Sugar Professional API Documentation.
