The Agent Desktop lacks native integration for SAP functions like Opportunity, Sales Quote, and Sales Order. To address this gap, we're utilizing custom-built Apps to enable the creation of these business Objects.
Once business Objects are created, it seamlessly appears in the timeline for enhanced visibility and tracking. 😊
Benefits
Prerequisites:
Procedure:
Step 1: Access your Build Apps account and log in.
Step 2: Activate authentication, navigate to the Data section, and enable the data entity associated with Sales Order.
Step 3: Customize the Sales Order page according to your specifications. Repeate this process for both Opportunity and Sales Quote pages.
Step 4: On Save Button write the logic for creating the Order
Step 5: Build your app and get the URL and embedded in C4C as Mashup
Step 6: Input the pertinent information, and upon completion, click the Save button.
Step 7: Timeline View
Conclusion :Utilizing SAP Build Apps, the Agent Desktop seamlessly incorporates SAP functions like Opportunity management, Sales Quote creation, and Sales Order processing, optimizing workflow and empowering agents for efficient sales management within their desktop environment. This integration enhances decision-making and customer service, elevating overall business performance.
Once business Objects are created, it seamlessly appears in the timeline for enhanced visibility and tracking. 😊
Benefits
- Enhanced Efficiency: Custom-built Apps streamline the creation of Opportunities, Sales Quotes, and Sales Orders directly from the Agent Desktop, minimizing the need to switch between systems.
- Unified Workflow: Integrating these functions into the Agent Desktop provides a unified and cohesive workflow, reducing the complexity of managing different systems.
- Real-time Visibility: Transactions created through the custom Apps are instantly reflected in the timeline, allowing agents to monitor and track progress without delays.
- Improved Customer Service: Faster access to crucial information and faster transaction processing lead to quicker response times and better customer service.
- Data Accuracy: By eliminating manual data entry across systems, the integration helps maintain data accuracy and consistency, reducing errors and enhancing decision-making.
Key Capabilities
- Easily integrate with SAP Service Cloud
Prerequisites:
- SAP Cloud for Customer
- SAP Build Apps
Procedure:
Step 1: Access your Build Apps account and log in.
Step 2: Activate authentication, navigate to the Data section, and enable the data entity associated with Sales Order.
Step 3: Customize the Sales Order page according to your specifications. Repeate this process for both Opportunity and Sales Quote pages.
Step 4: On Save Button write the logic for creating the Order
Step 5: Build your app and get the URL and embedded in C4C as Mashup
Step 6: Input the pertinent information, and upon completion, click the Save button.
Step 7: Timeline View
Conclusion :Utilizing SAP Build Apps, the Agent Desktop seamlessly incorporates SAP functions like Opportunity management, Sales Quote creation, and Sales Order processing, optimizing workflow and empowering agents for efficient sales management within their desktop environment. This integration enhances decision-making and customer service, elevating overall business performance.
- SAP Managed Tags:
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