Author: Claudio Goulart

Cláudio Goulart has been working since 1992 with the implementation of corporate solutions. Since 1999, he began his career with CRM deployments, with the most widely used Market Suites such as Vantive, PeopleSoft and Siebel. And since 2006, it has been active with SAP CRM On Premise (Interaction Center, Services, Sales, Marketing and Middleware with ECC) Specialist in evaluation, process definition, and adherence of customer needs to SAP S4hana on Premise and Cloud solutions C4Hana. Extensive knowledge in implementations of SAP S4hana and C4hana solutions in the areas of Call Center, Services, Marketing and Sales. Experienced integrator of SAP on Premise Solutions (S4Hana CRM) and SAP C4Hana (Sales, Services, Marketing and Qualtrics), using SAP Cloud Platform to integrate S4hana process.

SAP CDC / Gigya Improving Customer Identity Security using RBA (Risk-Based Authentication)

. SAP CDC by Claudio Goulart . Leave a comment

Brief Description
This document has the objective to exemplify how SAP CDC/Gigya improve Customer Identity Security using RBA (Risk-Based Authentication).
The RBA is a layer of account security that can prevent malicious attacks and hacking attempts on your site.

I hope you enjoy it!!

Content

  1. Customization
    1.1. Description
    1.2. Customizing
    1.3. Checking the Identity Access
    1.4. Registering a new User into your Web Site (Computer)
    1.5. Checking the Account Activation (Email)
    1.6. Accessing the Web Site from a different device (Mobile)

Article: SAP CDC Gigya – Improving Customer Identity Security using RBA (Risk-Based Authentication)

SAP CDC/Gigya – Exporting and Importing User Data using IdentitySync (ETL)

. SAP CDC by Claudio Goulart . Leave a comment

Brief Description
IdentitySync is the functionality from SAP CDC/Gigya responsible for import or export user data from different sources. A common use of this tool is during the implementation phase when it is necessary to import the user data from another customer identity solution.

The objective of this document is to give an overview of this powerful ETL Solution.

Content

  1. Customization
    1.1. Description
    1.2. FTP Area
    1.3. Creating an IdentitySync Dataflow
    1.4. Describing every Dataflow component
    1.5. Configuring the FTP Component
    1.6. Scheduling the export User data
    1.7. Checking the LOG
    1.8. Checking the file exported
    1.9. General Information

Article: SAP CDC/Gigya – Exporting and Importing User Data using IdentitySync (ETL)

SAP CDC/Gigya – Manipulating User Data inside of your WebSite using JavaScript

. Uncategorized by Claudio Goulart . Leave a comment

Brief Description
Into the Article “SAP CDC / Gigya – Integrating your Web Site with JavaScript” was described how to use SAP CDC and it integrates with your Web Site home solution using JavaScript. The proposal of this document now provides an advanced understanding of how to access the
user data after the user logging.

Content

  1. Customization
    1.1. Description
    1.2. SAP CDC’s Schema
    1.3. Opening the SAP CDC’s Debugging Window
    1.4. Creating an SAP CDC’s Logout event into your Web Page
    1.5. Showing the user data stored into the SAP CDC’s database

Article: SAP CDC/Gigya – Manipulating User Data inside of your WebSite using JavaScript

SAP CDC / Gigya – Integrating your Web Site with JavaScript

. SAP CDC by Claudio Goulart . Leave a comment

Brief Description
The SAP CDC (Gigya) is fully integrated by standard with many Solutions using GConnectors.
However, SAP CDC is extremely flexible to integrate your Ecommerce or Web Site home solutions
using JavaScript or other programming language used by you.

That´s the proposal of this document, provide a basic understanding of how to integrate your
Web Site and SAP CDC using a simple JavaScript code.

Content

  1. Customization
    1.1. Description
    1.2. Site´s Application Key
    1.3. Creating a Web Page to call the SAP CDC.
    1.4. Testing our first page
    1.5. Checking the Facebook User Data

Article: http://www.modulocrm.com.br/wp-content/uploads/2020/09/SAP-CDC-Integrating-your-Web-Site-with-JavaScript.pdf

SAP CDC / Gigya – Validating Data with REGEX

. SAP CDC by Claudio Goulart . Leave a comment

Brief Description

The objective of this document is to give a brief of how to validate data into SAP CDC Screen-Sets using REGEX.

REGEX is highly power functionality to allow the SAP CDC Consultant to validate data without programming, and keep your data trustable

Content

  1. Customization
    1.1. Description
    1.2. Create a new Field into Site´s Schema
    1.3. Adding the new field into the Registration Screen-Set
    1.4. Testing field without any validation
    1.5. Using REGEX during into the Schema
    1.6. Testing the REGEX Validation

Article: http://www.modulocrm.com.br/wp-content/uploads/2020/09/SAP-CDC-Validating-Data-with-REGEX.pdf

SAP C4hana(C4C) and ERP – Assigning the same sales group to multiple sales offices

. Integração On Premise • Sales • SAP Cloud for Customer - Techie by Claudio Goulart . Leave a comment

I have done many projects using the platform SAP C4hana, SAP ECC and SAP S4hana and the integration is always a hard challenge.

During those projects, I have facing many problems with Sales Organization replication.

In SAP ERP it is possible to assign the same sales group to multiple sales offices. Or worse, the same sales office to multiple sales organizations.

Considering that scenario in SAP C4hana-C4C, the standard replication is not possible.

The objective of this document is to provide a workaround to this problem without enhancement in C4C or ERP or less impact on the CRM processes.

Content

  1. Customization
    1.1. Overview
    1.2. Uploading the Sales Organization (Partial) into SAP C4hana
    1.3. Adjusting the Sales Organization in SAP C4hana – C4C
    1.4. Adjusting the Sales Organization in Cloud Platform Integration

Article: http://www.modulocrm.com.br/wp-content/uploads/2020/03/SAP-C4hanaC4C-and-ERP-Assigning-the-same-sales-group-to-multiple-sales-offices.pdf

SAP C4hana – C4C – Assigning Customer and Competitor role into the same Business Partner

. Tips by Claudio Goulart . Leave a comment

Until the ends of 2019, it was not possible to assign to the same customer the role Customer and Competitor. It was a big problem because a Customer could be a Competitor in different business areas. To solve this kind of problem it would be necessary to create 2 records (Customer and Competitor).

This document has the objective to explain how to assign 2 roles (Customer and Competitor) into the same Business Partner in SAP C4C.
Honestly, it´s very easy to do it right now, however, it was a huge problem to explain to the Customer that weakness in a workshop meeting.

I hope you enjoy it!!

Content

  1. Customization
    1.1. Overview
    1.2. Create a Customer
    1.3. Create a Competitor
    1.4. Demonstrating

Link: http://www.modulocrm.com.br/wp-content/uploads/2020/02/SAP-C4hana-C4C-Assigning-Customer-and-Competitor-role-into-the-same-Business-Partner.pdf

SAP Marketing Cloud – Monitoring Data Replication

. SAP Marketing Cloud by Claudio Goulart . Leave a comment

I am passionate about system integration, that´s why I have spoken so much about SAP´s and non-SAP integration so far. I truly believe the power of C4hana is how to know work with Marketing, C4Sales, C4Services, Qualtrics, Customer Data, Ecommerce and identify the best of each one.
This document details the monitoring of the inbound messages coming from SAP S4hana, as Business Partners, Material, Sales Orders, Sales Quotes, etc.
SAP Marketing Cloud has some tools to monitor the inbound messages and I will show you some tips of this functionality.

I hope you enjoy it!!

Content

  1. Customization
    1.1. Overview
    1.2. Replicating data from S4hana
    1.3. Monitoring data replication into SAP Marketing Cloud
    1.4. Evaluating the replicated data into Import Monitor
    1.5. Using Data Load Monitor to consolidate all Inbound data replication

Article: http://www.modulocrm.com.br/wp-content/uploads/2019/11/SAP-Marketing-Cloud-Monitoring-Data-Replication.pdf

SAP Marketing Cloud – Trace Object Authorizations

. SAP Marketing Cloud by Claudio Goulart . Leave a comment

During a project in Marketing Cloud, it´s necessary to define the Business Roles, and then you create a copy of standard roles and define your rules.

The problem comes up when something goes wrong, and then you need to check what happened. Because a specific group of people, should have access
to functionality and right now they cannot access anything you planned before.

The objective of this article is given to you a minimum of knowledge to beginning the search and identify what happened with your wonderful group of Business Roles.

I hope you enjoy it!!

Content

  1. Marketing Cloud
    1.1. Description
    1.2. Activating the Authorization Trace
    1.3. Logging into Marketing Cloud with the User Id
    1.4. Checking the Authorization Trace
    1.5. Evaluating the Business Roles
    1.6. Adjusting the Business Roles
    1.7. Testing the Business Roles

Article: http://www.modulocrm.com.br/wp-content/uploads/2019/11/SAP-Marketing-Cloud-Trace-Object-Authorizations.pdf

SAP Qualtrics – Passing parameters from Marketing Cloud to Survey

. SAP Qualtrics by Claudio Goulart . Leave a comment

This document has the objective of demonstrating how to pass some parameters from the Marketing Cloud to Qualtrics.
It will focus on sending an email to the Customer with Survey URL, with parameters as Customer ID or others.
The proposal of this approach is complementing the article “SAP Qualtrics – Survey integrated with Marketing Cloud”,
and you can find it in “Modulo CRM”.

I hope you enjoy it!!

Content

  1. Customization
    1.1. Overview
    1.2. Creating a Qualtrics Survey
    1.3. Testing the Survey with parameters
    1.4. Download the Survey data
    1.5. Analyzing the Survey data

Article: http://www.modulocrm.com.br/wp-content/uploads/2019/10/SAP-Qualtrics-Passing-parameters-from-Marketing-Cloud-to-Survey.pdf