Setting Up the Mobile App Features

Objective

After completing this lesson, you will be able to set up mobile app features to improve the user experience

Mobile App Administration

An administrator accesses all settings in mobile administration to change default mobile configurations. The system embeds mashups and widgets and configures how it shows data, such as leads, opportunities, quotes, and appointments, on the screen.

Administrators configure headers and list fields to control what data shows on the screen when viewing sales transaction details and in list view.

The mobile administrators adapt the following user experiences using the path User Menu→Settings→All Settings, then search for Mobile.

The Settings page highlights the Mobile Administration Card, including the options for General, Home Page, Opportunity, Appointment, and more.
  • Mashups/Widgets/Navigation
  • Home Page
  • Opportunity
  • Appointment
  • Lead
  • Account
  • Contact
  • Sales Quote
  • Visit
  • Case
  • Task
  • Registered Products
  • Individual customers

Configure a Visit

 As an administrator, maximize the Visit management experience for sales representatives who mainly work on mobile devices.

The Visit Page Highlights the configuration for the Header, Display Fields, and General information, allowing you to drag and drop different functionalities and add or remove new fields.
  1. Configure the following fields for the Visit under:
    • Header: Configure fields and see them in the expanded header details of the Visit.
    • List: Configure fields and see them on cards in the list view, the Visit. Also, manage the Quick Filters for the Visits page.
    • Create: Configure the fields while creating a Visit on the mobile.
    • Visit KPI: Use the switches to show or hide the KPI Fields Before Visit and KPI Fields After Visit in the mobile app.
  2. Configure different fields to show for each tab.
  3. Use the drag and drop functionality to set the order of fields.
  4. Add new fields from the list of available fields.
  5. Remove fields from the display.

Configure Cases

As an administrator, configure the view cases so that service team members can follow up on any customer issues related to opportunities.

The Case Page Highlights the configuration for the Header, Display Fields, and General information, allowing you to drag and drop different functionalities and add or remove new fields.
  1. Configure the following fields for Cases under:
    • Header: Configure fields and see them in the expanded header details of the Case.
    • List: Configure fields and see them on cards in the list view of the Case. Also, manage the Quick Filters for the Cases page.
    • Tabs: Show, hide, or rearrange the tabs that the mobile users see in the detailed view of a Case.
  2. Configure different fields to show for different tabs.
  3. Use the drag and drop functionality to set the order of fields.
  4. Add new fields from the list of available fields.
  5. Remove fields from the display.

Configure a Task

The Task page highlights the configuration for the Header, Display Fields, and General information, allowing you to drag and drop different functionalities and add or remove new fields.
  1. Configure the following fields for the Task under:
    • Header: Configure fields and see them in the expanded header details of the Task.
    • List: Configure fields and see them on cards in the list view of the Task. Also, manage Quick Filters for the Tasks page.
    • Create: Configure the fields while creating a Task on your mobile.
    • Tabs:Show, hide, or rearrange the tabs that the mobile users see in the detailed view of a Task.
  2. Configure different fields to display for each tab.
  3. Use the drag and drop functionality to set the order of fields.
  4. Add new fields from the list of available fields.
  5. Remove fields from the display.

Configure a Registered Product

The Registered Product page highlights the configuration for the Header, Display Fields, and General information, allowing you to drag and drop different functionalities and add or remove new fields.
  1. Configure the following fields for a Registered Product under:
    • Header: Configure fields and see them in the expanded header details of the Registered Product.
    • List: Configure fields and see on cards in the list view of the Registered Product. Also, manage Quick Filters for the Registered Products page.
    • Create: Configure the fields and see them while creating a Registered Product on your mobile.
    • Tabs: Show, hide, or rearrange the tabs that the mobile users see in the detailed view of a Registered Product.
  2. Configure different fields to display for each tab.
  3. Use the drag and drop functionality to set the order of fields.
  4. Add new fields from the list of available fields.
  5. Remove fields from the display.

Configure the Individual Customer

The Individual Customer page highlights the configuration for the Header, Display Fields, and General information, allowing you to drag and drop different functionalities and add or remove new fields.

1. Configure the following fields for an Individual Customer under:

  • Header: Configure fields and see them in the expanded header details of the Individual Customer.
  • List: Configure fields and see on cards in the list view of the Individual Customer. Also, manage Quick Filters for the Individual Customers page.
  • Create: Configure the fields and see them while creating an Individual Customer on your mobile.
  • Tabs: Show, hide, or rearrange the tabs that the mobile users see in the detailed view of an Individual Customer.

2. Configure different fields to display for each tab.

3. Use the drag and drop functionality to set the order of fields.

4. Add new fields from the list of available fields.

5. Remove fields from the display.

Configure Mashups, Widgets, and Navigation

Mashups:

The following demonstration shows how to create mashups and enable them.

ExerciseStart Exercise

Widgets:

The SAP Sales Cloud mobile application comes with widget support.

As a sales representative, adds the mobile application as a widget to the home screen by searching the app name "SAP Sales Cloud." The widgets are available in various sizes. Place them in a relevant area, and look at deal information quickly without opening the app. Navigate to a specific activity, appointment, or task from the widget.

On iOS and Android, there are three different sizes available. The information on upcoming activities showed in each of these widgets differs. Choose the one that you need. Also, navigate to a specific activity's details, appointment, or task from the widget.

The system keeps and uses business users and business roles in the system tenant and in the mobile application, without any further administration.

Navigation Overview

Manage business entities, show them on the tab bar in the mobile application, and navigate the application.

The General page highlights the Navigation and options the mobile shows, including Home, Search, Guided Selling, Leads, Task Manager, and Scheduler.

Configure the Home Page

The Mobile Home page highlights information such as Lead and Task Manager Highlights, including Qualification and My Task Summary.

The system configures the mobile app Home Page and shows important details of the sales teams.

The Home Page highlights how to manage the Home Page Cards and the option to activate or deactivate them.

The administrator adjusts the order and visibility of sections in the Home Page layout so sales employees can view the important data in the screen area available on the mobile device.

Configure an Opportunity

 As an administrator, configure what the system shows for the Opportunity in the mobile app.

The Opportunity page highlights the configuration for the Header, Display Fields, and General information, allowing you to drag and drop different functionalities and add or remove new fields.
  1. Configure the following fields for an Opportunity under:
    • Header: Configure fields and see them in the expanded header details of the Opportunity.
    • List: Configure fields and see on cards in the list view of the Opportunity. Also, manage Quick Filters for the Guided Selling page.
    • Create: Configure what fields the system shows in the "Create" Opportunity page on the mobile.
    • Product Fields: Define the fields and see them in the product "add/edit" form of an Opportunity. 
    • Product Fields: Show, hide, or rearrange the tabs that the mobile users see in the detailed view of an Opportunity.
  2. Configure different fields to show for each tab.
  3. Use the drag and drop functionality to set the order of fields.
  4. Add new fields from the list of available fields.
  5. Remove fields from the display.

Let's watch the video to get familiar with the mobile app configuration in SAP Sales Cloud Version 2.

Configure an Appointment

The Appointment page highlights the configuration for the Header, Display Fields, and General information, allowing you to drag and drop different functionalities and add or remove new fields.
  1. Configure the following fields for an Appointment under:
    • Header: Configure fields and see them in the expanded header details of the Appointment.
    • List: Configure fields and see on cards in the list view of the Appointment. Also, manage Quick Filters for the Appointments page.
    • Create: Configure the fields and see them while creating an Appointment on your mobile.
    • Tabs: Show, hide, or rearrange the tabs that the mobile users see in the detailed view of an Appointment.
  2. Configure different fields to show for each tab.
  3. Use the drag and drop functionality to set the order of fields.
  4. Add new fields from the list of available fields.
  5. Remove fields from the display.

Configure the Lead

The Lead page highlights the configuration for the Header, Display Fields, and General information, allowing you to drag and drop different functionalities and add or remove new fields.
  1. Configure the following fields for the Lead under:
    • Header: Configure fields and see them in the expanded header details of the Lead.
    • List: Configure fields and see on cards in the list view of the Lead. Also, manage Quick Filters for the Leads page.
    • Create: Configure the fields and see them while creating a Lead on your mobile.
    • Product Fields: Define the fields and see them in the product "add/edit" form of a Lead.
    • Tabs: Show, hide, or rearrange the tabs that the mobile users see in the detailed view of a Lead.
  2. Configure different fields to show for each tab.
  3. Use the drag and drop functionality to set the order of fields.
  4. Add new fields from the list of available fields.
  5. Remove fields from the display.

Configure an Account

The Account page highlights the configuration for the Header, Display Fields, and General information, allowing you to drag and drop different functionalities and add or remove new fields.
  1. Configure the following fields for the Account under:
    • Header: Configure and see them in the expanded header details of the Account.
    • List: Configure fields and see on cards in the list view of the Account. Also, manage Quick Filters for the Accounts page.
    • Create: Configure the fields and see them while creating an Account on your mobile.
    • Tabs: Show, hide, or rearrange the tabs that the mobile users see in the detailed view of an Account.
  2. Configure different fields to show for each tab.
  3. Use the drag and drop functionality to set the order of fields.
  4. Add a new field from the list of available fields.
  5. Remove fields from the display.

Configure a Contact

The Contact page highlights the configuration for the Header, Display Fields, and General information, allowing you to drag and drop different functionalities and add or remove new fields.
  1. Configure the following fields for the Contact under:
    • Header: Configure fields and see them in the expanded header details of the Contact.
    • List: Configure fields and see on cards in the list view of the Contact. Also, manage Quick Filters for the Contacts page.
    • Create: Configure the fields and see them while creating a Contact on the mobile.
    • Tabs: Show, hide, or rearrange the tabs that the mobile users see in the detailed view of a Contact.
  2. Configure different fields to show for each tab.
  3. Use the drag and drop functionality to set the order of fields.
  4. Add new fields from the list of available fields.
  5. Remove fields from the display.

Configure Sales Quotes

The mobile screen configuration focuses on adapting the quote functionality for mobile devices. By customizing the mobile screens, businesses optimize the quote management experience for sales representatives who primarily work on mobile devices.

The Sales Quote page highlights the configuration for the Header, Display Fields, and General information, allowing you to drag and drop different functionalities and add or remove new fields.
  1. Configure the following fields for the Quote under:
    • Header: Configure fields and see them in the expanded header details of the Quote.
    • List: Configure fields and see on cards in the list view of the Quote. Also, manage the Quick Filters for the Quotes page.
    • Product Fields: Define the fields and see them in the product "add/edit" form of a Quote.
  2. Configure different fields to show for each tab.
  3. Use the drag and drop functionality to set the order of fields.
  4. Add new fields from the list of available fields.
  5. Remove fields from the display.

Summary

You learned the configuration of these important areas:

  • Mobile Administration Overview: It accesses all mobile app settings, configures default views, embeds mashups and widgets, and manages how the system shows data such as leads, opportunities, quotes, and appointments.
  • Mashups, Widgets, and Navigation: It enables mashups, configures widgets of various sizes for quick activity access, and manages which business entities appear on the mobile app’s navigation bar.
  • Customizing Home Page and List Views: The Home Page layout, the section order, and data visibility tailor and highlight the important information for sales teams.
  • Entity-Specific Configuration: It configures which fields appear in headers, lists, create forms, product forms, and tabs. Each key entity includes Opportunity, Appointment, Lead, Account, Contact, Sales Quote, Visit, Case, Task, Registered Product, and Individual Customer.
  • Tabs and Field Management: The system adds or removes fields for each tab and view. It also shows tabs within detailed views, hides, and rearranges them using the drag-and-drop functionality.
  • Quick Filters and KPI Settings: It sets up quick filters for list pages and, where applicable. Also, it configures KPI fields, such as before/after the visit, and further improves the mobile user experience.

Learning

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