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SAP Learning

Discovering SAP Sales and Service Cloud Administration

via SAP Learning

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Overview

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This learning journey teaches you to configure features of SAP Sales and Service Cloud such as setting up the system, configuring fine tuning, personalizing features and getting ready for Go Live.

Syllabus

  • Introducing SAP Sales and Service Cloud
    • Uncovering features and functions of SAP Sales and Service Cloud
    • Discovering resources
    • Introducing SAP Sales and Service Cloud
  • Preparing for the implementation project
    • Configuring initial set up
    • Identifying Q-Gates steps
    • Preparing for the implementation project
  • Preparing SAP Sales and Service Cloud to meet the customer's needs
    • Managing fine-tuning activities
    • Setting up the sales cycles and phases
    • Setting up the sales assistant
    • Preparing SAP Sales and Service Cloud to meet the customer's needs
  • Creating and managing business roles
    • Creating a new employee
    • Managing business roles
    • Setting up user access rights and restrictions
    • Creating and managing business roles
  • Managing master data
    • Discovering accounts and contacts
    • Discovering products and internal price lists
    • Setting up an organizational structure
    • Defining complex territory hierarchy structures
    • Managing master data
  • Discovering integration
    • Integration with SAP S/4HANA and SAP CRM
    • Integration with Groupware
    • Integration with social media
    • Integration with SAP Field Service Management (SAP FSM)
    • Discovering integration
  • Transferring data to SAP Sales and Service Cloud
    • Utilizing data migration templates
    • Transferring data to SAP Sales and Service Cloud
  • Configuring personalization and extensions
    • Setting up workflows and approval processes
    • Customizing screens
    • Discovering mashups
    • Creating extension fields
    • Modifying page layouts
    • Configuring personalization and extensions
  • Integrating mobile devices with SAP Sales and Service Cloud
    • Discovering different mobile access options
    • Integrating mobile devices with SAP Sales and Service Cloud
  • Utilizing reports and analytics
    • Exploring the opportunity analysis report and viewing dashboards with KPIs
    • Creating custom reports
    • Utilizing reports and analytics
  • Preparing to Go Live
    • Determining go live activities
    • After Go-Live
    • Preparing to Go Live

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