Módulo CRM Customizing SAP CRM & SAP C4C

05/16/2017

SAP Hybris C4C vs SalesForce CRM

Filed under: SalesForce,SAP Cloud for Customer — Tags: , , , , — cjsgoulart @ 2:24 PM

Hi Guys,

From now on, the CRM Module Site will also talk about SalesForce, as well as some differences between SAP Hybrys C4C and the SalesForce CRM.

Regards

Cláudio Goulart

 

03/27/2017

SAP Hybris C4C – Cloud Aplication Studio using Modal Screen

Filed under: SAP Cloud for Customer,SAP Cloud for Customer - Techie — Tags: , , , , , — cjsgoulart @ 6:55 PM

On this article, I will talk about Modal Screen used in Cloud Application Studio. In our document, I will create a simple Business Object, with some fields, and among them a transient field, which will be used to call a web service, or give some intelligence to our example. Remember that, that transient field will be present in a Modal Screen and it not be save on our record.

Content
1. Customization
1.1. Description
1.2. Creating a Code List
1.3. Creating a Business Object
1.4. Creating Modal Screen
1.5. Creating an Action to call the Modal Screen
1.6. Testing the Modal Dialog Screen

Article: SAP Hybris C4C – Cloud Aplication Studio using Modal Screen

Important: If you want get every new article, register on ModuloCRM site. I will send it by email to you!!

03/22/2017

SAP Hybris C4C – Using Z fields created by KUT in Cloud Application Studio

Filed under: SAP Cloud for Customer,SAP Cloud for Customer - Techie — cjsgoulart @ 6:03 PM

In Cloud Application Studio, it is possible to create Z fields without any influence of Functional Consultants and most of time it is used by developers. In SAP C4C – KUT, it is possible to create Z fields without any influence of Developers and most of time it is used by Functional Consultants.
Despite of possibilities of any of them, I prefer to do it in KUT, directly on SAP C4C. Since 1702 version, SAP is creating more and more functionality to allow Functional Consultants to do a lot of checks on C4C Solutions without any interference of developers, including complex validations.

Content
1. Customization
1.1. Description
1.2. BO Created in Cloud Application Studio
1.3. Creating Z fields in C4C – KUT
1.4. Using Z Field (KUT) in a Project in Cloud Application Studio
1.5. Testing the business logic

Article: SAP Hybris C4C – Using Z fields created by KUT in Cloud Application Studio

Important: If you want get every new article, register on ModuloCRM site. I will send it by email to yo

03/17/2017

SAP Hybris C4C – Using Business Configuration Object into Project Implementation

On this article, I will talk about parameter storage in cloud used to make the corporative decisions more flexible. During every I.T. Project, is requested to Consultants make things more flexible, considering change of processes in the future.

In SAP Hybris C4C, there is a specific location to determine all parameters and system configuration. I am talk about “BUSINESS CONFIGURATION”, where every C4C configuration is located.

Following the same directrix of SAP Hybris C4C, I will create a Business Configuration and make it available in same place, “BUSINESS CONFIGURATION”, keeping your solutions parameters in the right place.
Content
1. Customization
1.1. Description
1.2. Creating Business Configuration Object
1.3. Creating Business Configuration Set
1.4. Creating Business Configuration View
1.5. Editing the Business Configuration View
1.6. Creating BAC Elements
1.7. Enabling the parameter on Implementation Project
1.8. Testing the configuration

Article : SAP Hybris C4C – Using Business Configuration Object in Project Implementation

Important: If you want get every new article, register on ModuloCRM site. I will send it by email to you.

03/16/2017

SAP Hybris C4C – Creating Batch Processing File using BOX.COM in Cloud

On this article, I will detail the integration between SAP Hybris C4C and BOX.COM, using WEBDAV Communication Arrangement to do it. The BOX.COM is a repository in cloud to share, and edit files.

And then, in our example, I will start in a Business Object already created in Application Studio, and available on C4C. The scenario is, I will create a JOB to periodically read a file(s) on BOX.COM and insert new records on this Object.

Despite of simplicity of this BO, the possibility to read a repository that you can feed when you need, and C4C read it and process in cloud, it is something very cool and quite useful.
Content
1. Customization
1.1. Description
1.2. What is BOX.COM?
1.3. WEBDAV – Communication Arrangements
1.4. Business Object (Activity)
1.5. Creating XML File Input on Application Studio
1.6. Create a XML File
1.7. Upload file on BOX.COM
1.8. Scheduling Process
1.9. Results

Article: SAP Hybris C4C – XML Input using WEBDAV

Important: If you want get every new article, register on ModuloCRM site. I will send it by email to you.

03/09/2017

SAP Hybris C4C – How to change Account Data Massively ??

Filed under: Migration Data,SAP Cloud for Customer,Tips — cjsgoulart @ 10:35 PM

Always after Data Migration process, someone just forget to create a field, or fulfill some data, our just change something already update. And then, you have to create a development to update that data on Account records.

On SAP C4C, there is a feature which can change Account Data massively without any code. I am talk about “Mass Change Account Data” SAP Cloud for Customer feature.

That´s pretty cool, because you can update standard, and also Z Fields. On this article, I will create a Z Field on Accounts already created, and then change that field.

Content
1. Customization
1.1. Description
1.2. Creating a Z Field on C4C
1.3. Make Z Field available on C4C Feature
1.4. Testing the functionality
1.5. Check Account data up

Article: SAP Hybris C4C – How to change Account Data Massively

Important: If you want get every new article, register on ModuloCRM site. I will send it by email to you.

03/08/2017

SAP Hybris C4C – Data Access Restrictions using Sales Territory

Filed under: Sales,SAP Cloud for Customer,Tips — Tags: , , , , , , — cjsgoulart @ 2:30 PM

On this article the subject will be Data Restrictions using Sales Territories on SAP C4C. This feature is quite useful to Sales Solutions to implement data segregations, allowing the Sales Reps view only their Customers.

Content
1. Customization
1.1. Description
1.2. Sales Territory definition
1.3. Configuring Business Role and Territories
1.4. Setting Users as Sales Employee from Territories
1.5. Testing Data Restriction

Article: SAP Hybris C4C – Data Access Restrictions using Sales Territory

03/06/2017

SAP Hybris C4C – Integrating and replicating data from Cloud for Customer to Outlook

Filed under: SAP Cloud for Customer,Tips — Tags: , , , , — cjsgoulart @ 10:22 PM

Nowadays the integration of any CRM Environment and E-mail software it crucial. Specially for Sales Team, Sales Rep and son on.
Thinking about it, I created an article of SAP C4C integrated with Microsoft Outlook. Describing step by step, how to configure, and mention the most important functionality of this integration.

Content
1. Customization
1.1. Description
1.2. Downloading Microsoft Outlook Add-in
1.3. Editing C4C Project’s Scope
1.4. Accessing Microsoft Outlook
1.5. Synchronizing Contacts with Outlook
1.6. Checking Synchronized Data (Shelf)
1.7. Checking Synchronized Data (Accounts)
1.8. Creating an Activity in SAP C4C
1.9. Sending E-mails
1.10. Microsoft Outlook disconnect from SAP C4C

Article : SAP Hybris C4C – Integrating Microsoft Outlook

03/04/2017

SAP Hybris C4C – Editing Form Template with Adobe LiveCycle

Filed under: Analytics,SAP Cloud for Customer,Tips — Tags: , , , — cjsgoulart @ 11:51 PM

At last article, I talked about Easy Form Editor, and it make possible to change a feel things on Form. With Adobe LiveCycle bring us into a next level. Give to us more flexibility to change and manipulating data. And, using Java Script language to make things more interesting. The objective this article, is give an overview about the integration of SAP C4C and Adobe LiveCycle.

Content
1. Customization
1.1. Description
1.2. Downloading Adobe LiveCycle
1.3. Demonstrating the Form Functionality
1.4. Adobe LiveCycle embedded on SAP C4C
1.5. Download the Form Template Locally
1.6. Change the LiveCycle C4C Template
1.7. Upload the C4C Template
1.8. Checking the C4C Template

Article : SAP Hybris C4C – Adobe LiveCycle

03/02/2017

SAP Hybris C4C – Easy Form Editor

Filed under: SAP Cloud for Customer,Tips — Tags: , , , , , — cjsgoulart @ 1:02 AM

A Form is a representation pressed of a Business Object (Account, Sales Order, Sales Quote) and it can be change easily by SAP C4C. On those BOs, forms can be used to consolidate all pertinent data, for example Order Form, Quote Form and so on.

This article talk about Easy Form Editor. It´s a Feature of SAP C4C to take a standard form e change it as better fit to the customer´s process.

Content
1. Customization
1.1. Description
1.2. Standard Form demonstration
1.3. Changing the Account Form
1.4. Testing the Account Form

Article : SAP Hybris C4C – Easy Form Editor

Older Posts »

Powered by WordPress