Core Responsibilities and Tools for Administrators

SAP Sales Cloud Version 2 has made the role of Administrator easier to complete their daily tasks.

Let's watch the following video about Alan the Admin and the daily tasks he will complete for his business with this new version:

Alan will need ensure he and his team can: 

• Access the system to maintain the basic settings of the system.
• Search and find all the items and entities needed to configure the new tenant to meet project requirements.  ​
• Assist in the configurations and incident reports that support the process.​
• Customize settings to maintain new employees, new business users, and the organizational structure of the business.
• Support his company with the data migration and the master data maintenance.​
• Learn how to perform system extensions using the requirements for new fields, mashups, and other extensions.  ​
• Configure machine learning and train the system to enable lead and opportunity scoring and many AI powered real time analytics.
• Enable and configure Generative AI features.

Version 2 allows the Admin to set up basic and custom configurations to fit their business needs using the Administration Console.

The Admin will use the features and capabilities via the Settings available in this page.

On this page, an Admin can:

• search for the relevant settings using the Quick Search functionality
• "pin" the Most Used settings
• quickly access those from the Recently Visited items dashboard
• grant access to business users by creating New Employees
• link employees to their respective Business User and Business Role

With the current release, there is not "Change Project" capability yet, but this will be released win the following releases of SAP Sales Cloud Version 2.

Administrator's like Alan will access and perform some basic configuration via the dedicated System Preferences tab.

In the System Preferences, Alan can maintain the following:

• Appearance and Behavior: customize the appearance and branding of the system and some behaviors, such as auto sign out time (for security reasons) and tab configuration.
• Language, Region and Currency: customize local settings such as currency, language, time zone, country/region, fiscal period and exchange rates.
• Content Security Policy: configure a security standard that provides an additional layer of protection from cross-site scripting (XSS), clickjacking, and other code injection attacks.
• Home Page: customize the appearance of the home page.

As an administrator, Alan will access and customize configurations in the Company tab to manage employees and the organizational structure. He will also use the Users and Control tab to manage users, business roles, and security policies in the system.

Using the Admin Console, Alan can customize the following:

• employees, users, and their roles
• user security rights and restrictions

Employees: A group of people who contribute to creating goods or services in a company, based on a work contract or a contract for services. Unlike externals, internal employees are bound by instructions and obliged to adhere to the company's policies and regulations.

Users: Refer to employees, business users, and other users such as partner contacts. Users are assigned to business roles and technically, access controls in your system are implemented on the business roles.

Business Roles: Represents a set of authorizations to access your solution within your organization and system landscape. In the system, a business role defines a hierarchy of access controls that you can assign to application users in your organization. You can use roles to assign access to a large number of users at a time. As roles change, you need to update only the access rights within a role and the rights apply for all assigned users.

Security Policies: A set of rules that defines password complexity, such as including numerical digits and password validity, like requiring a password change after a certain period.

The Account and Contact Management capability in SAP Sales Cloud Version 2 delivers a holistic view of the customer to keep everyone working on the same page. It offers the capability to capture, monitor, store and track all critical information about customers, prospects and partners.

There are three main types of customers to identify:

• B2B customers
• Contact customers
• Individual accounts or B2C customers

The B2B customers are the Sold-To-Party in business transactions, and are represented by Accounts, in SAP Sales Cloud v2. Each account can have one or more contact persons associated with it.

1. The list of Accounts can be accessed from the Navigation Menu.
2. From the list, you can use the Create (+) button to create a new account.
3. You can click on any account's name to open it in the quick view, or click on the arrow at the right side of the account's name to open it in the detail view.

Through the maintenance of corporate and individual accounts features, administrators like Alan can also perform the following:

• Upload Accounts via the Data Import Tool
• Maintain account sales team
• View Account Insights and Key Metrics

The Contacts represent the individuals at the Customer Account that we do business with. All calendar invites and email correspondence with an account goes through contacts.

1. The list of Contacts can be accessed from the Navigation Menu.
2. From the list, you can use the Create (+) button to create a new contact.
3. You can click on any contact's name to open it in the quick view, or click on the arrow at the right side of the contact's name to open it in the detail view.

The Individual Customers are individual accounts, also known as B2C Customers, and do not represent any company. They are buying a product or a service as themselves.

1. The list of Individual Customers can be accessed from the Navigation Menu.
2. From the list, you can use the Create (+) button to create a new Individual Customer.
3. You can click on any individual customer's name to open it in the quick view, or click on the arrow at the right side of the name to open it in the detail view.

Alan, as an administrator, can also configure what data his company wants to display as part of Customer Insights. 

The following settings are available:

1. Key Metrics: External or internal KPIs which can be visualized in the Customer overview screen.
2. Highlights: Visualization in the Customer overview screen of the latest Appointments, Opportunities, Quotes, Leads and Signals.
3. Timeline Filters: Selection of which objects should be visualized in the Customer Timeline view:
   • Interaction Filters (Appointments, Tasks, Phone Calls, Emails, Chats)
   • Entity filters (Cases, Opportunities, Leads, Sales Quotes)
4. Integration: Leverage standard integration with SAP S/4HANA and provide a full 360 customer overview.
5. Custom Highlights: Configure and customize the activities (Appointments, Opportunities, Expiring Quotes, Leads, Cases, Overdue Invoices, and Signals) displayed in the highlights section of the feature.

Products in SAP Sales Cloud Version 2 can assume different meanings depending on which business context they are applied to. 

As an Administrator it is important that Alan understands the following key concepts:

Material is a tangible product that can be created and then represents a business value. A material can be traded, consumed, or used with other products.

Service is an intangible product that describes the provision of a service. A service is provided at the time of its use.

Entitlement Product is a sellable product that describes the right to use a material or service.

Warranty is a guarantee to vouch for defects or faults for the product purchased that is valid for a specific period of time. The type and scope of the service covered, such as repairing a defect for free or taking the product back, are defined in the warranty.

Individual Product is a registered product that occurs only once in the real world and is therefore uniquely identifiable. 

Key Product Components

To help with inputting the correct data, Administrator's need to know that a product has the following components: 

Product Groups for product category hierarchy. 

Product Basic Data global master data describing the product, this data will be used to populate business documents in the future.

Price and Discount maintains pricing for products when pricing is local to SAP Sales Cloud Version 2.

Alan will use the Administrative Console to access and manage product settings and registered product settings. These settings can also be found with a quick search.

Alan can configure the following data for the products for his business:

• Product Type
• Units of Measure
• Sales Status Schema
• Number Range for Products
• Product Groups
• GTIN - Global Trade Item Number

Alan can also configure the Registered Product Categories which can be utilized for grouping together individual products (or registered products) into groups and define them as optional or mandatory the Serial ID.  This way, if customers want to register their e-bikes for updates and promotions, Best Run Bikes can track the individual registered product.