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Cloud for Customer (C4C) - Q&A on Email-Security

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Dear Customers, partners and colleagues,

as you might know C4C can also be used with email-channels for inbound and outbound communication with your customers & employees in service-related scenarios (e.g. ticket-processing).

 

How to set up email-channels and run successfully email-related communication is well documented in the online-help of C4C.

In addition to the online-help of C4C you will find below some information to email-related security mechanisms in C4C and furthermore how it is technically realised.

 

1. What are the security measures in place for email servers on C4C?

SAP C4C uses TLS encrypted Mail sending. Our Mail server is not reachable from the outside, we have a Mail provider in between that is finally sending the Emails to the Customer.

Who is the Mail provider? Do SAP wholly manage this environment, or is this managed by a 3rd party Supplier?

Email communication is realised via a trusted3rd party provider.


2. How can we be sure that the emails sent from C4C SMTP servers cannot be compromised?

Emails are being sent TLS encrypted, if the customer supports it. If not, we have to fall back to raw smtp.
We send mails on TLS. If the destination mailbox does not support TLS, we use Smtp


3. How can we be sure that no one without authorization can send emails with customer email domain through C4C Email servers?

The customer has to delegate his domain to our Email provider. Combined with the placed DKIM, only our Provider will be able to use his domain.

If we did support DKIM we would presumably need to provide the Mail Provider with customers private DKIM key. What controls exist within the provider to ensure that the key is properly managed.

If the Mail provider supports multiple sources, or is a multi-tenanted/shared mail relay service, how will the mail provider ensure that mail domain was not used by unauthorised sources, who use their service?

The security-key is attached by the SAP Application and then verified by the Mail Provider. No third party ever see's the key.

 

SAP has controls and procedures in place on key management. SAP follows recommendations provided by NIST whenever technically feasible. For symmetric, the key is at least 128 bits. For asymmetric, it is at least 2048 bits. Keys are created and distributed using a secure channel. In addition, segregation of duties is required in master key creation if key split of the master key and key parts are not done by different person. Public keys must be stored in a central register while private keys may only be made accessible to the specific user. SAP has procedures in place to ensure key storage follows confidentiality and integrity principles. Keys are revoked when it reaches the end of the lifetime. Keys are also required to be revoked with no delays if the key has been compromised or contains incorrect data.


4. Who from SAP Hosting has access to these SMTP servers? What can they do with their access?

Only the Network Team has access. All we can do is monitor the size of the mail queue and the device themselves. Only the L3 Administrators can see the Email content in case they would need to. All of these employees have NDA contracts signed which forbid them to take any information they learn/see in their work to the outside world.

Who in the 3rd party mail provider has access to the email environment and what access do they have to our users emails?


They have no access to the Mail Bodies. They only have the Mail header within their logs so they can act in case of issues or support cases. SAP has policy in place for logging and monitoring. Logging activities include user administration, changing user permissions, logon attempts and failed logon attempts. Log information includes activities, time and location. They are logged for diagnosis and security purposes. This is documented in SOC2 report.

 

 

Best regards,
Markus


Another Reason to Adopt SAP C4C as Your PA - Recurring Visits

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SAP Cloud for Customer, November 2015 release, is now able to propose recurring visit(s) within the Start Date and End Date of a Route. The number of recurrences is based on the Recommended Frequency maintained for that particular Account and the date of the last completed Visit. SAP C4C will not be able to propose recurring visit if:

 

  • The user is not the Owner of the Account
  • The Recommended Frequency is not maintained for the Account
  • The Account has no visit which has been set to completed
  • The Visit Before date for the Account is today or earlier

 

 

Below is the extract on recurring visit proposal which is available from SAP What’s New Documentation at this link https://cp.hana.ondemand.com/dps/d/preview/4c39977127c74548ab91b1e3b90497ef/1511/en-US/frameset.htm?bdbcb31a5c4b4fc3b86a01a2c6031b62.html:

Img1.png

 

 

Below are the steps and explanation for setting up recurring visits:


Before that, I have set up 5 Accounts to illustrate this functionality:

Img2.png

 

Taking Scuba Diving Hub Account for example,

Img3.png



With all the Accounts set up, we are good to start creating the recurring visit:


Go to Visits -> Routes -> New Route (Note the Start Date is today 28.10.2015 and I have set Saturday and Sunday as No Visits Day) -> Save and Open:

Img4.png


Click Add:

Img5.png



Note only 3 of the Accounts appear under the query “Visits Due for Owner” with their respective Visit-By Date. Snorkeling Hub and Football Hub did not appear here because no Visit was created for them and therefore the Recurring Visit feature should not be available for both of these Accounts. We are now going to create the last Visit for this Route -> Click on Show Advanced Filter:

Img6.png


Check the Add Recurrence checkbox -> Select the Account for this Visit -> Click Add to Date:

Img7.png


Then, select the date for this Visit -> OK:

Img8.png


Click Save:

Img9.png



We will start adding the recurring Visits now:


Click Add:

Img10.png


Note the End Date for this Route was updated to 05.11.2015 based on the Visit we have just created. Recurrence in Time Period column shows the number of Visit that should occur from the Start Date (28.10.2015) till the End Date (05.11.2015). Select an Account -> Click Add:

Img11.png


The recurring Visits are added into the Proposed Visits:

Img12.png


The calendar view of the dates in this period:

Img13.png



Referring back to the Account, the Visit Before field of Scuba Diving Hub is 29.10.2015, the Recommended Frequency is 2 Days and the End Date for this Route is on 05.11.2015. Therefore:

  • The 1st Proposed Visit for Scuba Diving Hub is on 29.10.2015
  • The 2nd Proposed Visit for Scuba Diving Hub is supposedly on 31.10.2015. However, I have set Saturday and Sunday as No Visit Day. Therefore, 2nd Proposed Visit falls on the next visit day, 02.11.2015
  • The 3rd Proposed Visit for Scuba Diving Hub is on 02.11.2015 (4 Days after 1st Proposed Visit). The Start Time for 3rd Proposed Visit is at 10:00AM as the preceding Visit ends at 09:00AM and the Prep Time is set to 1 Hour. User will have to decide on their own whether to delete or reschedule one of the Proposed Visit on 02.11.2015
  • The 4th Proposed Visit for Scuba Diving Hub is on 04.11.2015 (6 Days after 1st Proposed Visit). This is the last recurring Visit for this Route as the End Date is on 05.11.2015, therefore there is no more recurring Proposed Visit for Scuba Diving Hub under this Route



Click Save to confirm the recurring Proposed Visit (Activate and Generate Visits if the user is done here, proceed to the next step if otherwise):

Img14.png



We are now going to add recurring Visit for Badminton Hub into the same Route:


Click Add:

Img15.png


Select Badminton Hub -> Click Add:

Img16.png


The recurring Visits are added into the Proposed Visits:

Img17.png



Referring back to the Account, the Visit Before field of Badminton Hub is 31.10.2015, the Recommended Frequency is 3 Days and the End Date for this Route is on 05.11.2015. Therefore:

  • The 1st Proposed Visit for Badminton Hub is supposedly on 31.10.2015. However, I have set Saturday and Sunday as No Visit Day. Therefore, 1st Proposed Visit falls on the next visit day, 02.11.2015. The Start Time for 1st Proposed Visit is at 12:00PM as the preceding Visit ends at 11:00AM and the Prep Time is set to 1 Hour.
  • The 2nd Proposed Visit for Badminton Hub is on 03.11.2015 (3 Days after 1st original Proposed Visit, 31.10.2015). This is the last recurring Visit for this Route as the End Date is on 05.11.2015, therefore there is no more recurring Proposed Visit for Badminton Hub under this Route (3 Days x 2 = 6 Days = 06.11.2015). User will have to decide if the 2 Proposed Visits are fine for them.



Click Save to confirm the recurring Proposed Visit. Activate and Generate Visits to create these recurring Visits on your calendar.



In case you are curious about the Proposed Visit for Basketball Hub, the end result is as follows:

Img18.png




*The behaviour of this feature described above is as of the time of this writing*



Social Setup - Simplified

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As part of simplification, we have developed a new way on how a social channel can be added in Digital for Customer.

Now a new channel can be added in just 2 clicks!

 

- Go to Settings and then to Social facet

- Click on Add and complete the authentication

     Settings.png

   

- Click on Refresh to see a new Twitter channel added into the system!

 

Now sit back and relax. System will pull all new tweets every 5 minutes and convert them into Tickets. Isn't this simple?

 

Got any questions on this?  Comment below, we will try to respond asap..

Social Profile Extractor - Part 1

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Each person leaves behind a social footprint when you upload a photo on Instagram, tweet on Twitter, like a post in Facebook or pin a page in Pinterest. All these information help us to understand what are the likes/dislikes of an individual. From a Sales Rep point of view, this information would be a deal breaker if he knows his customer better. There are many vendors in the market which can give the social profile of an individual by searching on the email address.


Here is a small proof of concept on how to enrich your C4C Individual Customer master data with the social profiles.


Use case: 


There is a customer data in C4C with only basic Information – Name, Email.  Sales Agent would like to know the social imprint of this customer master

Picture1.png

Picture2.png

 

After verifying the result from the 3rd party service, the user can write back the data into C4C, there by enriching the customer master data with the social information.
Picture3.png

So this a simple way of how you can enrich a customer master data. For my prototype I am searching the data from vendor pipl.com. You can check other service providers like clearbit, Full Contact.


In my next blog, I will touch upon the technical aspects of this proof of concept. In a nut shell, C4C calls an app passing the email hosted in HCP. HCP app calls PIPL APIs to get the information of social profiles. Data is sent back to C4C. A small PDI implementation can gather this information and displays the data in C4C and write back the data to C4C.

Guide: How To Mass Upload attachments to Accounts in Cloud for Customer

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Business Context

In Cloud for Customer projects the migration of data is an important aspect. C4C provides the tooling to migrate data from legacy systems into Cloud for Customer. When a customer is moving from their legacy CRM system to C4C, there is usually quite a history of customer information in the form of e-mail messages, contracts, or any other kind of documents. Obviously this history contains valuable information and needs to be available for salesreps to serve their customers.

Documents.jpg

Until recently you had to write your own program and make use of web services in order to mass upload documents and assign them to the accounts in C4C.

 

Recently SAP has added new functionality to C4C to mass upload documents and assign them, in this case, to accounts. This blog describes how to benefit from this Data Workbench functionality.


Before we can actually upload documents we first need to create an OData service to import the attachments.


 

Creating the OData Service


First log on as administrator in the Silverlight client.

 



Go to (Beta) Administrator-> (OData) Service Explorer

  • Select “Custom OData Services” from the “show” drop down
  • Create new OData service
  • Click on “New”
  • On quick create, give the service name and select the checkbox “Data Workbench Enabled”.02 acct attachment create.JPG

 

Click on “Select Business Object”

  • Give the Object and the node a name and click OK


03 object and root.JPG

  • Create Entities
    • Select the line “Root” and check the Root tick box, an entity will be added to  the “OData Service” list on the right

 

    • Expand the “Root”, and select Attachment Folder association, an entity (CustomerAttachmentFolder) will be added to the “OData service” list. This entity name will appear in the Data Workbench “Select an Object” list with the same name.


04 OData editor.JPG

  • Provide Scheme code.
    • Go to “ID Mapping” tab, select the scheme code ERP Account
    • Select the Parent external key i.e. property with name CustomerAttachmentFolderExternalKey
  • Expand the Customer AttachmentFolder entity.

05 ID mapping.JPG

  • Click on Activate


Creating the attachment upload file

 

  • The documents that you want to upload should all be in one zip file. The zip file must contain a manifest file that indicates which document should be attached to which customer in C4C. In this example I have three MS Word documents that I want to attach to three different customers06 zip.JPG


  • I have created a manifest filein Excel. The customers that I use in this file have been replicated from SAP ECC and have an external id. The first column contains the external id. The second column is the default Business Partner Document Type code. The third column is the name of the attachment that will be in the customer attachments tab in C4C.

07 manifest.JPG

  • Depending on the document, each document should contain their own MIME Type. You can find the valid MIME types in fine-tune activity “Allowed MIME Types for Document Upload”. In this example I want to upload three .docx documents so I choose: application/vnd.openxmlformats-officedocument.wordprocessingml.document
  • Save the file as manifest.csv and make sure it uses the UTF-8 encoding
  • Save all the documents and manifest file in one zip file


Mass upload of attachments

  • Go to the C4C HTML web browser (Only Google Chrome is supported) and Import the attachments via the Data Workbench Workcenter
  • On the IMPORT tab, Select “Import Attachment”
  • Select the “Business System ID”. (System from which the Business Object data was replicated, in this case the SAP ECC system
  • From “Select an Object” list, select the entity name created in step 4b above

09 Data Workbench.JPG

  • Click on next and confirm the "Successfully Submitted" message
  • Browse for the zip file and click on Upload and on Submit

 

10 Upload.JPG

Now all documents are uploaded to C4C and attached to the specific accounts. In the Data Migration Workbench go to the Monitor tab to see the status of the upload

11 monitor.JPG
Go to one of the accounts and click on the Attachments tab to see the uploaded document12 account.JPG
The following scenarios for attachment upload are supported by the Data Workbench:

  1. Import of attachment for any business object which was imported via the Data Workbench, just use the Import attachment by providing the valid external key.
  2. The import of attachments for any business object that was created directly in cloud for customer is not supported via Data Workbench, for example prospects
  3. Creation of an OData service is required as explained above
  4. Import of attachments for the business object that was replicated from any other external system like SAP CRM, SAP ERP, only master data objects like Employee, Customer/Account etc. are supported.
  5. The Data Workbench Workcenter is currently (in version 15.11) only supported in the Google Chrome browser.

 

Why Context Is Worth 80 IQ Points

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“Context is worth 80 IQ points.” (Not my words – they belong to renown MIT professor and serial inventor, Alan Kay). His famous quote is particularly relevant for marketers today.  As digital channels have evolved, they’ve opened up new possibilities for reaching customers and prospects.

As marketers, we already know who our customers and prospects are, where they live, and what they like, and now we can garner more transient contextual information.


Contextual marketing is the next step for marketers as we move from mass marketing to segmentation, to personalisation and now contextualisation. We’ve all been on the receiving end of it. Many mainstream news websites run contextual advertising to match ads to the articles being viewed. Social media websites and blogs use keywords in members’ posts and comments to trigger contextual ads. Last summer, an ice tea brand used Facebook to advertise its drinks in areas of the UK experiencing particularly warm weather.


It seems our awareness of contextual marketing isn’t an issue. A recent survey by The Economist Intelligence Unit, sponsored by SAP, found that seventy-three per cent of west European marketers say they routinely collect information about customer behaviour. So if we’ve been on the receiving end of contextual marketing and most of us are routinely collecting it, why aren’t we seeing more of it?

Turns out most companies aren’t doing anything meaningful with it. The same survey found that only thirty-seven per cent use it for marketing purposes. While the proportion of marketers making some use of contextual information is high, much of the data is just sitting there. Why?


One of the main reasons is that inside many organisations customer data is scattered across multiple disparate systems. This makes is hard to find, almost impossible to pull together in a timely manner or respond in real time with the relevant marketing messages.

The company knows the data has been collected, it just can’t aggregate it or apply it very easily into one-to-one personalised and contextualised messages back to the customer.


Yet with every search, browse or email opening, your customers are telling you exactly what they want. They’re making your job incredibly easy by giving you signals of their intentions and interests so you can connect with them directly at the right time, through their nominated channel of choice and with the right set of messages. Why would you want to miss such a wide open window of opportunity?


One of the other reasons marketers aren’t fully leveraging contextual marketing is because their channels are too narrow. Most organisations are still relying on first generation digital channels to collect contextual information (think company websites and email).

Newer channels, such as social media and mobile apps are often overlooked or used less frequently by marketers for contextual gathering. But these newer channels have the potential to offer more fine grained contextual insights than conventional channels. In other words, mobile apps can reveal precise locations or current activities of prospects, while social media channels give unique insights into an individual’s mood or wider social network.


If you’re not able to easily gather, harness and monetise the contextual data that your prospects and customers are offering, you have a very big hole in your marketing strategy. I’d strongly urge you take a fresh look - not just at what type of data your organisation is collecting and from which channels - but how it’s being collected and centralised, and whether or not you’re actually able to act on it.


Start now by reading The Economist Intelligence Unit summary report, Beyond personalisation: a European perspective on contextual marketing.

Getting started with SAP Jam for C4C

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I recently switched to the SAP Jam team within SAP and, of course, my first questions were around SAP Jam use with C4C.  In this blog I’ll explain why you might be interested in extending your C4C knowledge with SAP Jam, then I’ll discuss how you can ‘kick-the-tires’ with the SAP Jam developer tenant.

 

Before jumping in to reasons to use SAP Jam with C4C, let’s first discuss some reasons to use SAP Jam, who the users would be, and why.

 

As any employee within a company, there are company-wide processes that impact the employee.  The most basic is company communication. Whether it be information that is pushed to the employee, or information the employee pulls. There is learning/research the employee must do, as well as on-boarding for new employees or transferred employees. All of these require some type of interaction with another person or department within the company.   Examples of usage for SAP Jam for every employee may include:

 

  • Enroll in benefits
  • Jam as the intranet where, as an employee, I get to any information within the company
  • Within my department, access to information and knowledge needed to do my job.  Creation of my own jam rooms to collaborate with colleagues on projects.
  • As a new employee, Jam for onboarding and learning

 

Now, let’s take those general scenarios and add-in the collaboration based on business data from applications.  So, in the case of sales, SAP Jam, when integrating with C4C will know the context for business data: for example SAP Jam will know data that is accounts versus opportunities.  C4C data can be a launch for collaboration in SAP Jam.  Example:  A chip manufacturer had a problem accepting orders that could not be fulfilled on-time due to the limitations of the fabrication plant for delivery.   A collaborative process is required to know if the chemicals are ready, the machine is booked, and the experts have agreed this order can be fulfilled on time.  SAP Jam is used to do the collaboration for the order prior to the order being booked

 

If you’re trying to figure out if SAP Jam integration makes sense for your sales and/or service teams, here are some of the questions you can ask:

  • What is the nature of the sales team?  Does the sales rep handle the opportunities completely on their own, or does the sales rep have to talk with disparate teams, maybe rely on partners?   Are the goods sold complex or all simple single products? How often does the sales force change? Is the average tenure a few months or years or decades?
    • The more simple the sales deals and the longer the sales rep, it could be SAP Jam will not add a lot of value.  But, if there is a lot of email exchange, the deals are complex where multiple people are needed, or the products sold are complicated, then Jam for specific deal support makes sense.   In addition to supporting the deal, all the documentation can be reused for the next complex deal. 
  • How often do you have opportunities to shape RFP for your customer – could you influence the RFP with collaboration with the customer? For example: create a deal room in Jam,  invite customer, provide videos and other content.
  • From the perspective of support, how often are service tickets escalated to experts?  Do you have a knowledge base that collects the ‘wisdom of the crowd’ to respond to issues?

 

As you can see from the questions above, any sales or service process that requires the input from experts, advice from the collective wisdom, integration with business systems so the business data is included in the collaboration, anytime information/collaboration should be saved to reuse in another deal, then it's an opportunity to use SAP Jam.

 

If you are part of IT, then SAP Jam could make sense for you as well.   You can bring in data/content from CMIS systems such as Sharepoint, and business systems such as Jira.  When IT uses Jam for the business users to collaborate, those business users can self-manage, not requiring administration by IT.  IT puts in place rules on who can create groups, determine if external users are allowed.  IT additionally can block particular external users (for example, no users with the email domain of your top competitor can be invited).  SAP Jam can be used to communicate to all employees.  Examples include servicing as an intranet and/or an IT help desk.

If you’re still reading then maybe you’re ready to try out SAP Jam.  Hopefully if you have C4C, you’ve either purchased SAP Jam or you plan to purchase soon. However, if you’re not there yet, you can use the SAP HANA Cloud trial to try-out SAP Jam.  This gives you a developer tenant. The developer tenant is not intended for POC’s or complex scenarios, it is just intended to try out all the major functions/features. You can try whatever you like, but you cannot create any support tickets.  There is a social software community on SCN, so you can post your questions there.

 

First,  let’s start with access.   Go to https://hanatrial.ondemand.com.  If you already have an account, then sign in.  Otherwise, register to create yourself an account.    Select the “Services” and see if SAP Jam is enabled. If not, just select it to enable it.

 

HCP1_4Jam.PNG

 

Once this is done, select SAP Jam and select “Go to Service”.

 

 

HCP2_4Jam.PNG

This takes you to your developer edition – now you are in SAP Jam!

 

HCP3_4Jam.png

 

Now you can do some reading in the Social Software community in Jam. You can also use the Admin feature to start to configure Jam.

 

HCP4_4jam.PNG

 

 

Actually, I started here by just reading the Admin guide .

 

So, get yourself an account and download out the admin guide from help.sap.com. In later blogs I’ll discuss the parts I just learned:

  • Using OData for HCP app to call SAP Jam
  • Embed 3rd party application into SAP Jam
  • Embed SAP Jam into HCP application
  • Consume 3rd party app inside of SAP Jam using OData

 

I hope to be integrating SAP Jam with C4C soon.  I'll use this blog to help me.  I know there is a guide at https://service.sap.com/cloud4customer.  So far I've read it, but have not tried anything.  Also, here is a good overview of how SAP Jam is used with service tickets.

 

 

Here is the next blog that describes my first experiences in setting it up - this includes using the Jam developer tenant:

 

My first experiences integrating SAP Cloud for Customer with SAP Jam

How to convert key figure type "Duration(s)" into a meaningful format

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This blog explains how you can convert a key figure which defines a duration in seconds into more meaningful format. This comes handy when the duration measure goes into a big figure and it becomes inconvenient for an end user to interpret.

 

The assumption here is that you have a key figure which gives you duration in seconds or in some other unit, i.e. minutes, hours etc. The approach I am explaining here will break this time period into two different key figures. The first key figure will define the number of days in that duration and the second key figure will define the hours/minutes/seconds of the remaining period of that duration (after deducting the days out of it). An example below further explains the approach.

 

1.jpg

 

To create custom key figure 1, the formula would be = DIV(NODIM("original duration key figure"),86400)

NODIM is used in above formula as DIV only work on numbers and the duration key figure includes a unit. Therefore to perform DIV, we need to remove the unit from the duration key figure.

 

To create custom key figure 2, the formula would be = TIME("original duration key figure")

TIME function works only on the remainder duration after deducting the whole days out. This is the reason that we need not use MOD in the formula calculation.

 

The below picture shows the above two custom key figures along with the original duration key figure to provide a better understanding of how the final outcome would look like.

 

2.jpg 


My first experiences integrating SAP Cloud for Customer with SAP Jam

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Recently I configured SAP Cloud for Customer  integration with SAP Jam.  In this blog I'll share my experiences and provide a few tips.    I performed configuration for two scenarios, described below.  Thanks to Ratish Parameshwara Kaimal for his guidance in getting it all working!

 

Scenario 1: Jam with SFSF foundation + C4C

Jam tenant that uses SFSF foundation for user provisioning + C4C tenant.    First integrated feeds only, then configured work pattern integration.  (Note: Work pattern integration provides the deep integration with rendering business records in Jam, ability to create groups based on accounts, opportunities, view latest opportunities, etc.)

 

Scenario 2: Jam developer + C4C

Jam developer tenant from hanatrial.ondemand.com + C4C tenant.  First integrated feeds only, then configured work pattern integration.

 

Resources used:

C4C & Jam integration guide at https://service.sap.com/cloud4customer

Enabling SAP JAM integration with Cloud for Customer  Note: In the blog, I did not use step 6.   For the first scenario the company ID is available in the "General" settings in the Admin area of Jam.  For the second scenario I left "Company ID" blank when asked.

 

The integration guide on SMP is the most important resource.  The blog is very helpful because it shows some example screenshots.   Use it as a secondary resource.

 

Prereqs: 

Before starting, ensure you one or two user ID's with the same email in both SFSF foundation and C4C.   There is a best practice document in the RDS at https://service.sap.com/rds-cfc-int that walks you through user provisioning.  But, if you are doing this just as a test, just ensure 1-2 users in SFSF foundation have the same email as 1-2 user ID's in C4C.   Your Jam tenant should be provisioned to already be integrated with SFSF foundation, so just add a user in SFSF foundation that exists in your C4C test tenant and ensure the emails match.   Depending on your settings, it may take some time for a new user in SFSF foundation to be available in Jam.  For the purposes of this test, it will be easier if you make the Jam user a company admin user in Jam. 

 

Details on scenario 1

The integration guide first walks you through configuring the feeds, then the work patterns.  You really can follow it step-by-step.   I ran into only 2 minor issues:

 

Step 3.1, Scoping

In the guide there was one scoping question for Jam integration. In my 1511 there were two questions.  The second question asked "Do you want to use C4C SSO URL for Jam integration".   The first time I selected yes, but at the end I couldn't link from Jam back to C4C when doing the work pattern integration, so leave this question unscoped.

 

Step 3.3, Register SAP Jam in C4C

This is where you go into the Open Activity list in the Business Configuration work center in C4C and register Jam.  In this step you provide your jam URL.  I had two problems:  knowing what my Jam URL was, and then once I entered it, it didn't seem to 'take'.   Let me explain:

In step 3.3 you enter the Jam application server URL and the Jam API server URL.  The best place to get this is from the General settings in the Admin screen of jam.  The host name is used for the server and the api URL.  (The guide tells you the required format.)

jamconfig3.PNG

 

 

In step 3.5 you do a test to see if it worked.  This test is logging in C4C and opening the feed.  Here I got the message: "You can't access SAP JAM because configuration of your user is incomplete. Please contact your system administrator".   I then noticed then when logging out I received a message like the one below.  This is fine, but my problem was that the Trusted Site didn't have my Jam URL, it had "integration5.sapjam.com" - which did not match what was in my Admin General settings. 

jamconfig2.PNG

 

I went back into the details of step 3.3 and realized when I registered Jam for C4C, the URL's had converted back to the original URL's, not the ones for my Jam tenant, so I had to re-do step 3.3

 

After that it worked.  Once you get through step 3.5, you can see feed of C4C in Jam and Jam feed in C4C.

 

Once you get the feeds working, the next configuration is for the work patterns. The step-by-step for this is in section 5 of the guide.

 

Step 5.7.3.2, Manage Record Types

When doing the work pattern integration, from SAP Jam you link to the oData API's within C4C.  You provide the URL's for the metadata and the annotations in step 5.7.3.2, Manage Record Types.   When adding the annotations URL, the save only works if the user is also in C4C.  This means, your Jam user that matches the C4C user, also needs company admin in Jam.  In the Jam admin is where the oData URL's are provided. The guide tells you exactly what to add, but it doesn't tell you that you need to be doing this as a user that has a matching email to a C4C user.

 

That's it!  Everything else is easy to follow.

 

Details on scenario 2

The SAP Jam developer tenant is not automatically provisioned with SFSF foundation so the users work a bit different.  Ensure your user in the Jam developer tenant matches a C4C user with the same email.    

 

The steps work the same in scenario 2 as in scenario 1, so just follow the guides again.     The feed integration works the same.

 

Because of the difference in the user provisioning I had problems with the annotations again.

 

Step 5.7.3.1, SAP Jam: Add  a new External Application

Since I could not get the annotations to work correctly, I am assuming this is due to the difference in user provisioning in the developer tenant, I changed the external application to use a "Common User".  I used the user I had in both the Jam developer tenant and my C4C tenant.   Of course, this is not what you would do in the real-world, I only did it due to using the developer tenant, which is only used for prototyping, so it was fine for my experiment.  jamconfig4.PNG

 

Other than that one change, the integrating to the developer tenant worked the same.

 

So, let's do some SAP Jam integration with SAP Cloud for Customer!

 

Other helpful Jam/C4C blogs:

Using the Group (Jam) feature within C4C - eg: Accounts, Opportunities, Service Tickets

Getting started with SAP Jam for C4C

Performing YouTube Integration with Cloud for Customer

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As an administrator you can create Social Media Channel for YouTube and import the Comments posted on your YouTube video as Tickets in Cloud for Customer and have your support team address the same.

 

Before you begin


Before you configure YouTube channel in C4C, You need

 

1. A verified Gmail user registered in Google Developer Console.

2. The promotional Video which needs to be uploaded in YouTube.

 

Creating a New Project in Google Developer Console


  1. Login to Google Developer Console
  2. Click on Select a Project and Choose "Create ProjectCreate Project Screen.jpg
  3. Enter a Project Name and Click "Create".

Name of Project.jpg

    4. Once the Project is created the Console Page Loads and Dashboard is seen.

Dashboard.jpg

  5. Click on Enable and Manage APIs Hyperlink as shown under Use Google APIs.

Enable and Manage APIs.jpg

  6. Navigate to Credentials screen and choose OAuth Consent Screen. Now, Enter Product Name Shown to Users and Save.

API Manager.jpg

    7. Navigate to Credentials Tab and Choose OAuth client ID from New Credentials.

Client ID.jpg     

  8. Select Application Type as Web application and Enter a Name for the Web application and Enter the Authorized redirect URL as https://myxxxxxx.crm.ondemand.com/sap/byd/oauth/google (myxxxxxx - Your Tenant) and Click Create.

Webapplication.jpg 

  9. Upon creating you will have your Client ID and Secret. Copy the same which will be required during channel creation in Cloud for Customer.Client Secret.jpg

10. Go to Overview and Under Google APIs, Enable Google+ API and YouTube Data API by clicking on them and Click Enable API button.

Enable API.jpg

 

Creating Channel in YouTube and Uploading the Video


  1. Login to YouTube with the same credentials used to Login to Google Developer console.
  2. Go to YouTube settings.

       

Youtube Settings.jpg

 

    3. Click on Create a New Channel and Upload the Promotional Video.


  New Channel.jpg

Configure a YouTube  Channel in Cloud for Customer


  1. Log in as an administrator and go to Service and Social Settings.
  2. Click on Social Media Channels and create a "New" channel.
  3. Select channel type as YouTube, provide the Client ID and Secret for the Project you created.
  4. Select the Log Level as required.
  5. Click on "Connect with Channel", enter the administrator credentials and allow access to the Channel.
  6. Click on "Get Account Details" and the screen will show the Channel you created.
  7. Provide an ID and save.
  8. Go back to the list view of channels, refresh and make sure the new channel you created appears there.
  9. Click and open the channel for editing, and here you can create an import run for the Comments from the YouTube and define the frequency at which you want the messages to be extracted.


Once the Above steps are completed the Comments are extracted into C4C and Support Team will be able to address them via Tickets.

 

Hope this Blog helps you all getting started with YouTube Integration with Cloud for Customer.

Opportunity hierarchy and reporting

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In C4C 1511 we received new functionality – “Opportunity Hierarchy”. This is different than normal related documents view as it helps building full structure of opportunities. Ideal example would be a construction project for which we are trying to sell things in different areas (like product’s areas or for different build phases). Then we would create one top level opportunity to group others, and below it all those for specific deals – like below.

opphier.jpg

We would also like to report using this hierarchy – like to see pipeline only for top or bottom projects. And here we have a specific data source for that:

“Opportunity BTD Reference”, which contains such characteristics group:

datasourcerefs.jpg

Using it we can see what roles opportunities play in this relation, like below “Child” and “Parent” says about using opportunity hierarchy for linking opportunities.

datasource-preview.jpg

We can imagine for example that we want to see the pipeline only for sub projects (opportunities which are on bottom level – so to exclude those top ones). Using analytics tools in C4C we can with ease build joined data source for opportunities data and its hierarchy (with our “Opportunity BTD reference” data source). We only need to remember to include only opportunities with role “Parent” in our example:

 

datasource-filtering.jpg

And based on this source we can build up later nice dashboard with expected and weighed values for our subprojects. With that manager could have a clear view of the pipeline per month taking into account only sub projects – to not have doubled values.

dashboard.jpg

BusinessPartnerERPReplicationIn - blocking error message DEBMAS_CFS

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Hello,

I'm implementing the new interfaces between ECC and C4C.

 

I'm having the following blocking error message: ID mapping for external value (ID of customer in ECC) missing.

 

If I go in application and user management --> edit id mapping for integration -->mapping of ERP account the mapping is missing.

 

This mapping should be done automatically based upon a rule, right?

 

If yes, could somebody tell me what is this rule?

 

How can I solve this issue?

 

Thanks,

Barbara.

How to Design Multi-Stage Campaigns in SAP Cloud for Customer

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With SAP Cloud for Customer 1602 release, marketing administrator can design multi-stage campaigns.

Today many organization use marketing campaigns to reach out to the right set of customer with the right content/message. One of the most commonly used method of reaching out to the right target audience is executing multi stage campaigns.

 

Let us take a use case; an automobile manufacturer is launching a new variant of a vehicle which was launched some years back. Marketing manager would like to reach out to customers who are interested in upgrading to the new variant.

 

To allocate resources rationally he wants to divide the campaign into several stages. Besides he is also planning to benefit using several communication channels. Every channel is unique in its own way and he would like to leverage the right channels for each stage when planning this multi-stage marketing campaign. 

 

Leveraging SAP Cloud for Customer marketing capabilities, the marketing administrator can design the following stages: -


Stage 1:-   To inform the target customer who own the older variant, about the launch of the new variant.

Goal     : - To inform and check if existing customer would like to upgrade to the new variant.Additionally he would like to filter out customers who might be interested in the new variant.

Interaction: -Customers are informed about the new launch through an email campaign. The administrator has also attach a link to the email template and would like to filter customers who have clicked on the link to explore the new model online.

With new action 'Update Target Group' in the campaign design the marketing administrator would like to automatically assign members who have clicked on the link to TG2.

1.jpg

 

Stage 2:-   To contact members who clicked on the new modelxx web page and check if they are interested to take a test drive.

Goal     : - To contact filtered customers who explored the new model variant and Create a new Tele-campaign for these members.

Interaction: -Customer who clicked on the new model XX web page  were automatically added to the new target group. Marketing administrator would then like to create a new tele-campaign for these members. Phone call activities are created automatically for each member in the target group and then assigned to respective account owners/telesales representative. Telesales representative then checks his assigned phone calls activities in the system and capture response.



2.jpg


Marketing administrator can either assign the calls to respective customer owner ( if the party determination for phone call activity is configured correctly) or can assign the call to a particular employee.

 

Stage 3:- To add members who responded positively after the test drive to be contacted by the sales representative and close the sales. 

Goal     : - To filter customers have reacted positively after the test drive and then handover these leads to respective sales representatives.

Interaction: - Customers who reacted positively to the test drive should be contacted separately by sales representatives via phone call and leads should be created for these customers.

 

From SAP Cloud for Customer 1602 release you can filter respondents from a campaign and create a new Target group .

3.jpg

 

With an example illustrated above , you can now design and execute complex multi stage campaigns in SAP Cloud for Customer.

Tenant Request from Service Control Center

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The initial tenant provided to the customer is the Test Tenant. Once the relevant stage is reached in implementation, the Production Tenant can be requested from the Service Control Center Workcenter (WoC) -> Systems WoC View

 

[

 

    Explanation for the different kind of data mentioned in the Blog Post are as follows

          1) Configuration Data : Scoping and Fine Tuning stored in the Implementation Project in the Business Configuration WoC.

          2) Level 0 Data ; Master Data incluidng the following objects

                    I.    Locations

                    ii.    Job Definitions

                    III.  Organization Structure

                    IV.  Transport Lanes

                    V.    Transport Zones

                    VI.  Bank Directory

                    VII.  Product Category Hierarchy

          3) Flexibility data : Customizations such as extension fields

]


Tenant options for Production Tenant Request


    1. Initial Production System

        1.png

In this case, data (Configuration, Level 0 and Flexibility) is not copied from the Source system (Test Tenant) to the Target system          (Production Tenant). No transactional data is copied.


PDI Solutions :PDI Solutions created in the test tenant have to be uploaded again in the Production Tenant.


  2. Production Tenant with Solution Profile Copy from Test Tenant.

              2.png

In this case, data (Configuration, Level 0 and Flexibility) is copied from the Source system (Test Tenant) to the Target system (Production Tenant). No transactional data is copied


PDI Solutions : PDI solutions created in the Test Tenant have to be uploaded again in the Production Tenantand scoped in Business Configuration. They are not copied automatically.


Tenant Options for Test Tenant Request


1. Initial Test Tenant


          3.png

                    In this case, data (Configuration, Level 0 and Flexibility) is not copied from Source system [Test Tenant] to Target system [Test Tenant].

                    No transactional data is copied.


                    PDISolutions : PDI solutions present in the Source Tenant have to be uploaded again in the Target Tenant.


        2. Initial Test Tenant with Solution Profile

              4.png

In this case, Level 0 data and Flexibility data is not copied from the Source system [Test Tenant] to the Target system [Test Tenant]. However, the Configuration data is copied from the 'Solution Profile Id' mentioned in the request. The 'Solution Profile Id' corresponds to the 'Implementation Project' in the Business Configuration WoC that is to be copied. This 'Solution Profile' is deployed into the Target tenant, i.e the scoping and fine tuning done in the 'Solution Profile' is activated in the Target tenant.

No transactional data is copied.


PDI Solutions : PDI solutions present in the Source test tenant have to be uploaded again in the Target test tenant.


3. Copy of Source System

              

               5.png

This is a complete copy of the Source system [Test/Production] (ie Configuration, Level 0 and Flexibility data) to the Target Test Tenant.

Transaction data is also copied from the Source to the Target tenant.


PDISolutions : PDI solutions present in the Test/Production are also copied to the Target Test tenant.



4. Copy of Source system with Solution Profile.


6.png



In this case, Level 0 data and Flexibility data is copied from the Source system [Test/Production Tenant] to the Target system [Test Tenant]. However, the configuration data is copied from the 'Solution Profile Id' mentioned in the request. The 'Solution Profile Id' corresponds to the 'Implementation Project' in the Business Configuration WoC that is to be copied. The 'Solution Profile' is deployed to the Target tenant, i.e. the scoping and fine tuning done in the selected 'Solution Profile' is activated in the Target tenant.

Transactional data is also copied from the Source to the Target tenant.


PDI Solutions: PDI solutions present in the Source Tenant have to be uploaded again to the Target Tenant.


This option is used after Go-Live for Remote Change Projects.The Change Project 'Implementation Project' should be provided in the 'Source Solution Profile Id' during request. On completion of the configuration and testing in the Test tenant, the Change Project is merged back to the Production.



This blog is just an overview of what is possible from Service Control Center.For more details regarding the Tenant Provisioning, please refet to the Infrastructure Wikiand System Landscape Presentation in Service Market Place.

SAP Cloud for Customer Integration with SAP Business One (Overview)

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18 DAYS TO GO

Dear customers and partners,

 

We’re happy to inform you about the planned availability of a prepackaged integration between SAP Cloud for Sales (C4C) and SAP Business One (B1). Below we want to provide a first glimpse of the functional scenarios, technical prerequisites and also the way how deployment and setup are planned to look like. Please consider all information in this blog still as subject to change and consider the SAP disclaimer. Thank you.

 

Blog-Pic01-Disclaimer.jpg

 

Before we start with the C4C integration, please find below a short introduction to SAP Business One and its role in SAP’s overall ERP solution portfolio for small and medium-sized enterprises (SME).

 

Blog-Pic02-B1-Market-Positioning.jpg

 

SAP Business One was initially launched in Israel in 1996 under the name "Menahel" or "TopManage" in English. In March 2002, SAP purchased TopManage Financial Systems and branded their system as SAP Business One. Since this time SAP Business One has been growing constantly in the SME space. Currently more than 50000 customers trust in SAP B1 and use it every day. Please find more facts and figures of B1 below.

 

Blog-Pic03-B1-KeyFacts.jpg

 

Today SAP B1 is used in more than 150 countries and can be accessed in many different languages.

 

Blog-Pic04-B1-Countries-Languages.jpg

 

For SME companies (and LE-subsidiaries) SAP Business One provides a comprehensive set of core business processes e.g. financials, sales and distribution, purchasing, production with MRP and forecasting, service, project management and human resources. In general SAP Business One is a client-server application which runs on Microsoft SQL server or a SAP HANA database. Integration scenarios are typically set-up within the so-called Integration Framework of SAP Business One (B1i). B1i is a lean middleware which enables SAP B1 to publish or send data to external systems, and to consume or access data from external data providers using standard protocols.

 

Blog-Pic04-B1-KeyPlatform.jpg

 

Over the last months we’ve received customer requests regarding more sophisticated lead and opportunity management scenarios in SAP B1. Most of these customers wanted to have a cloud-based sales extension which should smoothly integrate with their B1 system (keep consistency in the core), but should provide state-of-the-art, mobile-ready use cases for their sales professionals. This is where SAP Cloud for Sales came into play and actually was the starting point, why we decided to run an internal prototype together with a few SAP B1 customers. The feedback from the group was amazing and very positive. As mentioned above, the immediate need of those customers was mainly around account and contact management as well as the quotation-to-order process with real-time access to the B1. Please find the result of this co-innovation project below.

 

Blog-Pic05-C4C-B1-Integration-SubjectToChange.jpg

 

As mentioned above the integration comes with prepackaged content for the B1 Integration Framework (B1i). Hence B1i mainly does the technical message mapping between the SAP B1 and SAP C4C. As you can see below the technical prerequisite for such an integration is B1 version 9.1 and SAP Cloud for Sales release 1602.

 

Blog-Pic06-C4C-B1-integration-architecture.jpg

 

The integration content consists of 2 parts: the B1i content shipped via the SAP note 2221527 and a comprehensive How-To Guide available as download within the SAP Cloud for Customer Integration best-practice package, which we plan to make available on March 7th.

 

Blog-Pic07-C4C-B1-download-content.jpg

 

On behalf of the SAP Business One and SAP Hybris / Cloud for Customer team, we want to THANK ALL our customers and partners who gave us their early, valuable feedback and contributed to the prototype / best practice package. If you're interested in more details please register for the partner webinar sessions on March 10th (APJ/EMEA) and March 15th (NA/LATAM). Please find more more information in the C4C Academy (login required, in case  of no access please contact Pushkar Ranjan, pushkar.ranjan@sap.com).

 

Thank you.


Getting started with SAP Jam for C4C

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I recently switched to the SAP Jam team within SAP and, of course, my first questions were around SAP Jam use with C4C.  In this blog I’ll explain why you might be interested in extending your C4C knowledge with SAP Jam, then I’ll discuss how you can ‘kick-the-tires’ with the SAP Jam developer tenant.

 

Before jumping in to reasons to use SAP Jam with C4C, let’s first discuss some reasons to use SAP Jam, who the users would be, and why.

 

As any employee within a company, there are company-wide processes that impact the employee.  The most basic is company communication. Whether it be information that is pushed to the employee, or information the employee pulls. There is learning/research the employee must do, as well as on-boarding for new employees or transferred employees. All of these require some type of interaction with another person or department within the company.   Examples of usage for SAP Jam for every employee may include:

 

  • Enroll in benefits
  • Jam as the intranet where, as an employee, I get to any information within the company
  • Within my department, access to information and knowledge needed to do my job.  Creation of my own jam rooms to collaborate with colleagues on projects.
  • As a new employee, Jam for onboarding and learning

 

Now, let’s take those general scenarios and add-in the collaboration based on business data from applications.  So, in the case of sales, SAP Jam, when integrating with C4C will know the context for business data: for example SAP Jam will know data that is accounts versus opportunities.  C4C data can be a launch for collaboration in SAP Jam.  Example:  A chip manufacturer had a problem accepting orders that could not be fulfilled on-time due to the limitations of the fabrication plant for delivery.   A collaborative process is required to know if the chemicals are ready, the machine is booked, and the experts have agreed this order can be fulfilled on time.  SAP Jam is used to do the collaboration for the order prior to the order being booked

 

If you’re trying to figure out if SAP Jam integration makes sense for your sales and/or service teams, here are some of the questions you can ask:

  • What is the nature of the sales team?  Does the sales rep handle the opportunities completely on their own, or does the sales rep have to talk with disparate teams, maybe rely on partners?   Are the goods sold complex or all simple single products? How often does the sales force change? Is the average tenure a few months or years or decades?
    • The more simple the sales deals and the longer the sales rep, it could be SAP Jam will not add a lot of value.  But, if there is a lot of email exchange, the deals are complex where multiple people are needed, or the products sold are complicated, then Jam for specific deal support makes sense.   In addition to supporting the deal, all the documentation can be reused for the next complex deal. 
  • How often do you have opportunities to shape RFP for your customer – could you influence the RFP with collaboration with the customer? For example: create a deal room in Jam,  invite customer, provide videos and other content.
  • From the perspective of support, how often are service tickets escalated to experts?  Do you have a knowledge base that collects the ‘wisdom of the crowd’ to respond to issues?

 

As you can see from the questions above, any sales or service process that requires the input from experts, advice from the collective wisdom, integration with business systems so the business data is included in the collaboration, anytime information/collaboration should be saved to reuse in another deal, then it's an opportunity to use SAP Jam.

 

If you are part of IT, then SAP Jam could make sense for you as well.   You can bring in data/content from CMIS systems such as Sharepoint, and business systems such as Jira.  When IT uses Jam for the business users to collaborate, those business users can self-manage, not requiring administration by IT.  IT puts in place rules on who can create groups, determine if external users are allowed.  IT additionally can block particular external users (for example, no users with the email domain of your top competitor can be invited).  SAP Jam can be used to communicate to all employees.  Examples include servicing as an intranet and/or an IT help desk.

If you’re still reading then maybe you’re ready to try out SAP Jam.  Hopefully if you have C4C, you’ve either purchased SAP Jam or you plan to purchase soon. However, if you’re not there yet, you can use the SAP HANA Cloud trial to try-out SAP Jam.  This gives you a developer tenant. The developer tenant is not intended for POC’s or complex scenarios, it is just intended to try out all the major functions/features. You can try whatever you like, but you cannot create any support tickets.  There is a social software community on SCN, so you can post your questions there.

 

First,  let’s start with access.   Go to https://hanatrial.ondemand.com.  If you already have an account, then sign in.  Otherwise, register to create yourself an account.    Select the “Services” and see if SAP Jam is enabled. If not, just select it to enable it.

 

HCP1_4Jam.PNG

 

Once this is done, select SAP Jam and select “Go to Service”.

 

 

HCP2_4Jam.PNG

This takes you to your developer edition – now you are in SAP Jam!

 

HCP3_4Jam.png

 

Now you can do some reading in the Social Software community in Jam. You can also use the Admin feature to start to configure Jam.

 

HCP4_4jam.PNG

 

 

Actually, I started here by just reading the Admin guide .

 

So, get yourself an account and download out the admin guide from help.sap.com. In later blogs I’ll discuss the parts I just learned:

  • Using OData for HCP app to call SAP Jam
  • Embed 3rd party application into SAP Jam
  • Embed SAP Jam into HCP application
  • Consume 3rd party app inside of SAP Jam using OData

 

I hope to be integrating SAP Jam with C4C soon.  I'll use this blog to help me.  I know there is a guide at https://service.sap.com/cloud4customer.  So far I've read it, but have not tried anything.  Also, here is a good overview of how SAP Jam is used with service tickets.

 

 

Here is the next blog that describes my first experiences in setting it up - this includes using the Jam developer tenant:

 

My first experiences integrating SAP Cloud for Customer with SAP Jam

My first SAP certification experience- SAP C4C10 certification

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It was really a nice experience preparing for this certification. As I was not having any project experience on this, it gave me lot of struggling points initially but eventually opened a plenty of learning opportunity to me and I really enjoyed that preparation period. It really took good amount of effort to get me familiarized with the cloud solutions

We have to plan really well and have to understand thoroughly the concepts used in C4C solutions. Once you have the learning hub access, search for the SAP C4C10 certification learning material, you will find 3 versions there 92, 93 and 94, go and study the version 94 as it is the latest edition as of now.

The learning material is organized into modules and after each module we will have the exercises to do. Please understand the right weightages of each module and plan your learning accordingly. Given below is the weightage of each module for C4C10 certification.

  1. Implementation Basics > 12%
  2. Fine Tuning > 12%
  3. Personalization and Extensibility > 12%
  4. Reporting > 12%
  5. User Management 8%
  6. Integration 8%
  7. Notification Process 8%
  8. Data Migration < 8%

Among the above modules I felt Reporting and Personalization & Extensibility are more important and easy to study.

                There will be single answer questions and multiple answer questions, so please go through the questions at least twice to have the right answers marked. All options may look same. Once you are ready and purchased the certification package, you can go ahead and schedule the exam in training.sap.com. Please make sure that you are selected the right time zone.

Once you schedule the exam successfully, you will get the confirmation mail, if you want, you can re schedule the exam any time. There will be a proctor assigned to you for the exam. You should have a good internet connection speed to take the exam online. The proctor will ask you to show any of your photo ID and also the surroundings.

I took the exam early morning (3AM), because I like the early mornings, it is calm and I believe I can concentrate more on those timings to anything than any other time.

If you are not having any prior experience in C4C I strongly recommend to do the exercises, which are mentioned  in the learning material, as many times as possible. The questions will come in a way that we can answer, only if we are in that screen for many times.

Understand more about the SAP Launch methodology which is used in cloud implementations. It is somewhat similar to ASAP methodology but more tailored to the cloud implementation scenarios.

Hope these points will help those who are looking for the C4C10 certification.. and I wish all those aspirants should complete their journey for the C4C10 certification..

Please let me know if you need any more information on the certification processes.

SAP Cloud for Customer Integration with SAP Business One (Part 2: Scenarios and Configuration)

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10 DAYS TO GO

Dear Community,


As mentioned in the previous blog we would now like to give further insights in the integration scenarios between SAP Cloud for Sales (C4C) and SAP Business Ones (B1). Please again consider all information in this blog as subject to change and see the SAP disclaimer underneath.


Blog-Pic01-Disclaimer.jpg


But first of all, let’s have a closer look at the integration scenarios which we plan to deliver between SAP Cloud for Customer (especially the sales part) and SAP Business One (B1).


Blog-Pic05-C4C-B1-Integration-SubjectToChange.jpg


The first process is about the synchronization of product master between B1 and C4C. In B1 terminology products are called ‘items’. The scenario is unidirectional, which means B1 is still the leading system for items. Once an item is getting created or updated in B1, C4C receives a corresponding product master record (creation/update). Please see the scenario in the video.



Between both systems we also offer a bidirectional synchronization of business partners and contacts. Please see how a business partner and contact are created in B1 and how the replication to C4C works (same is possible from C4C to B1).



The transactional scenario is about the creation of a quote in C4C with real-time pricing details from SAP B1. Once a quote in C4C is approved (can be configured) by a sales manager and accepted by the customer (perhaps with signature on the mobile device), the quote can be transferred to B1 as a sales order. The quote in C4C gets this information populated by B1 as shown in a graphical document flow in the video.



Now let’s also look behind the scenes to understand how you can set-up and configure these integration scenarios. First of all please download the B1i integration package (zip file) from the SAP Business One Note (https://service.sap.com/sap/support/notes/2221527) and then upload it into your B1i integration framework. See video for more details (planned to be available on March 7th 2016).



In addition please also download the SAP Best-Practices for SAP Cloud for Customer Integration package from the SAP Service Marketplace: http://service.sap.com/rds-cfc-int. In the best-practice package you’ll find a comprehensive guide which describes step-by-step how to configure the integration between C4C and B1.

 

Now, let’s again turn towards SAP Cloud for Customer. In your tenant please navigate to the Business Configuration workcenter and activate the SAP ERP Integration in the scoping (step 3). Be aware that we reuse standard SAP ERP services in C4C for the B1 integration. In the question section (step 4), please activate the business partner and product replication as well as the quote-to-order process and integration of external pricing in quotes. As a result, C4C will deploy the corresponding communication scenarios. Please find more details in the video.



Next in B1i please ensure that your SLD system properties are correct and the connection between B1 and C4C is working properly.



Now, it’s time to configure the integration scenarios in B1i. Therefore please follow the instructions in the video. Make sure that the semantic mapping (code list mapping) fits to your individual B1 system settings.



Finally, please configure the communication scenarios in your C4C tenant. Therefore please navigate to the administrator workcenter and define a communication system for B1 and the corresponding communication arrangements for all your communication scenarios. Please find further details in the video and – of course – in the How-To Guide of the RDS package (planned to be available on March 7th).



We hope this helps you to facilitate the integration setup. Please find more information in the C4C Academy (login required, in case  of no access please contact Pushkar Ranjan) or in the C4C course on openSAP. Download the best practice package from SAP's Service Marketplace (planned to be available on March 7th). 


- Thank you very much.

How to Send a Mail with Link to the Sales Quote

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Hi guys,

 

I am posting this way to send a Mail to the Approval Party.

 

In this case i need to sent a Mail to the Appover  with the link to the Sales Quote.

 

 

import ABSL;

import AP.FO.Activity.Global as prop;

import AP.Common.GDT as GlobalDataTypes;

import BASIS.Global as globalBasis; //for the pdf

import DocumentServices.Global;

import AP.FO.MOM.Global;

 

 

 

var elEmailRoot : elementsof EmailActivity;

var elEmailParty: elementsof EmailActivity.Party;

var instEmail;

var emailBody;

var emailSubject;

var elEmailTxtColl: elementsof EmailActivity.TextCollection;

var elEmailTxtCollTxt: elementsof EmailActivity.TextCollection.Text;

var elEmailTxtCollTxtCntnt: elementsof EmailActivity.TextCollection.Text.TextContent;

var instEmailTxtColl;

var instEmailTxtCollTxt;

var instEmailTxtCollTxtCntnt;

var instEmailAttFld;    

 

 

 

 

//Email instance creation

emailSubject = "Notificacion Descuento Manual";

elEmailRoot.Name.content = emailSubject;

instEmail = EmailActivity.Create(elEmailRoot);     

 

 

 

var aprobador = this.Party.Where(w=>w.RoleCode=="71").GetFirst();

 

 

if(aprobador.AddressSnapshot.DefaultEMail.IsSet())

{

  elEmailParty.PartyKey.PartyID.content =aprobador.AddressSnapshot.DefaultEMail.URI.content;

}

else{

  elEmailParty.PartyKey.PartyID.content = "donotreply@my308221.mail.crm.ondemand.com";//"8000000102";

}

instEmail.MessageToParty.Create(elEmailParty);

 

 

//Create att folder

instEmailAttFld = instEmail.AttachmentFolder.Create();

 

 

//Add attachment1 (html body)

var doctype : GlobalDataTypes:DocumentTypeCode;

var binaryObject : globalBasis:BinaryObject;

var docDesc : GlobalDataTypes:Description;

var docName : GlobalDataTypes:LANGUAGEINDEPENDENT_Name;

var docAltName : GlobalDataTypes:LANGUAGEINDEPENDENT_Name;

var bin : globalBasis:BinaryObject.content;

 

 

//Sales Quote Data

 

 

var propietario = this.EmployeeResponsibleParty.PartyUUID.content;

 

 

var nroOferta = this.ID.RemoveLeadingZeros();

var cliente = this.Party.Where(w=>w.RoleCode=="1001").GetFirst().Party.CurrentName.PartyFormattedName.content;

 

 

var emailFormatted = "<html><head></head><body>";

 

 

//Append to Mail body

//Add a Customer

emailFormatted = emailFormatted+ "<b> "+ cliente + "</b>" +" ha solicitado la aprobaci&oacute;n de descuento para la Oferta de Ventas <b>#"+nroOferta.content.RemoveLeadingZeros()+"</b><BR><BR>";

emailFormatted = emailFormatted+ "<b>Cliente: </b>"+cliente+" <BR>";

 

 

 

 

 

 

//GET ALL THE PRODUCTS

//Append to mail body

foreach (var product in this.Item)

{

  var prodDescription = product.Description;

  var descManual = product.DiscountValueManual;

  var valueIVA = product.ValueIVA;

  var impConsumo = product.ConsumerTaxValue;

  var totalValue = product.MotorcycleTotalValuePosition;

  var basePrice = product.BasePrice;

  //Armo el producto

  emailFormatted = emailFormatted + "<b>Producto:</b> " + prodDescription.content+" <BR>";

  emailFormatted = emailFormatted + "<b>Precio de Lista:</b> " + basePrice.content.RoundToString(2)+" <BR>";

  emailFormatted = emailFormatted + "<b>Descuento Manual:</b> " + descManual.content.RoundToString(2)+" <BR>";

  emailFormatted = emailFormatted + "<b>IVA:</b> " + valueIVA.content.RoundToString(2)+" <BR>";

  emailFormatted = emailFormatted + "<b>Impuesto al Consumo:</b> " + impConsumo.content.RoundToString(2)+" <BR>";

  emailFormatted = emailFormatted + "<b>Valor Total:</b> " + totalValue.content.RoundToString(2)+" <BR><BR>";

 

 

}

 

 

emailFormatted = emailFormatted + "<BR>";

emailFormatted = emailFormatted + "Por favor dirigase a la oferta";

 

 

 

//HERE I AM CREATING THE LINK TO THE SALESQUOTE

 

emailFormatted = emailFormatted + " <a href=\"https://my308221.crm.ondemand.com/sap/public/ap/ui/repository/SAP_UI/HTML5/client.html?";

emailFormatted = emailFormatted +  "app.component=/BYD_COD/SalesOnDemand/Quote/COD_Quote_TI.TI.uicomponent&app.inport=Inspect&hideshell=true&Key=ObnKey$";//%3C?xml version=\"1.0\"%20encoding=\"utf-16\"?%3E";

emailFormatted = emailFormatted +  "&#60;ObnKey&#62;&#60;Source&#62;&#60;SourcePath&#62;/BYD_COD/SalesOnDemand/Quote/COD_Quote_OWL.OWL.uicomponent&#60;/SourcePath&#62;&#60;/Source&#62;&#60;Path&#62;/Root/CustomerQuote[";

emailFormatted = emailFormatted + this.UUID.content.ToString() +"]/ID&#60;/Path&#62;&#60;Data&#62;&#60;ID&#62;"+nroOferta.content.RemoveLeadingZeros()+"&#60;/ID&#62;&#60;/Data&#62;&#60;/ObnKey&#62;\">";

emailFormatted = emailFormatted + nroOferta.content.RemoveLeadingZeros() + "</a>";

 

 

//&#60; <

//&#62; >

 

 

 

 

 

 

//Anexo Link para acceder al

 

 

docName = "body.html";

doctype.content = "10001";

binaryObject.mimeCode = "text/html";

binaryObject.content = Binary.ParseFromString(emailFormatted + "</body></html>"); //"<html><head>"+this.ActivityReference.GetFirst().CustomerQuote.Name.content +"</head><body><div style=\"font-weight:bold;\">test</div></body></html>");

instEmailAttFld.CreateFile(doctype, docName, docAltName, docDesc, binaryObject);

 

 

instEmail.Send();

 

 

Best Regards,

 

Pablo

SAP Launch methodology an overview

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          SAP Launch methodology is designed to have successful implementations of cloud solutions by SAP. All of you may be familiar with the ASAP methodology by SAP for the on premise solution implementation. In compare to that SAP Launch methodology is tailored to accommodate the implementations scenarios of cloud based solutions. Launch methodology has mainly 4 modules 1) Prepare, 2) Realize, 3) Verify and 4) Launch. In this blog I would like to share with you an overview of all these phases.

Launch.jpg

Let me take you through the different phases of SAP Launch methodology

  1. Prepare

In this phase we will do the project kick off meetings and will come up with an agreement on the project scope and solution scope with all stake holders of this project

We also have to prepare for the integration scenarios in this phase. We have to decide what all integrations we have in this implementations

 

  1. Realize

In this phase primarily we will complete all solution configurations and developments as per the solution design

We will have a walk through with all stake holders and will get their consensus on the solution we developed.

  1. Verify

   In this phase we will have all the testing and integration of the solution we developed.

We will also do the cutover preparation and data migration in this phase.

 

 

  1. Launch

This is the application go live phase we will load the application into production tenant with all its integrations. We will execute the cutover. Also will have the post go live support and a handover to the support team for the successful usage of the application

 

SAP Launch methodology have below 4 Q Gates

 

q-gate.jpg

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