Implementing Custom Logic

Objective

After completing this lesson, you will be able to implement custom logic using validations and determinations in SAP Sales Cloud and SAP Service Cloud Version 2.

Business Expression-Based Custom Logic

In this lesson, you will learn how to implement custom logic in SAP Sales Cloud and SAP Service Cloud Version 2 using validations and determinations.

Custom logic initiates a specific process within the system that does not already occur by default. It enables key users to create their own implementations to customize application functionalities. Custom logic in SAP Sales Cloud and SAP Service Cloud Version 2 provides powerful extensibility capabilities that allow organizations to implement business-specific rules without modifying the core system.

Validations and determinations are based on simple expressions and configured using built-in tools. These custom logic expressions are simple logic and are limited by the capabilities of business expressions and custom logic tools.

Validations

Validations in SAP Sales Cloud and SAP Service Cloud Version 2 are an in-app custom logic to check record data at specific points in the entity lifecycle. It then returns messages to block, warn, or inform the user before saving the record.

They are your essential tool for enforcing data quality and guiding users directly at the point of saving a business entity. As an administrator or key user, you will implement this custom logic to check for specific conditions when a record is saved.

Validations consist of three building blocks:

  • Header: Name and description of the validation
  • Condition: Evaluating the required conditions using a flow-based condition editor
  • Action: Decide if an error message or a warning should be displayed

The following video demonstrates how to set up field validations in SAP Sales Cloud and SAP Service Cloud Version 2. It shows how to define validation criteria and configure custom error messages to ensure your data meets specific business requirements.

Determinations

In SAP Sales Cloud and SAP Service Cloud Version 2, Determinations are an in-app custom logic that administrators and key users can use to automatically calculate and set field values for a business entity.

They can either serve as Pre Hooks to populate a field before the user edits the entity or as Post Hooks to set a value that cannot be changed by the user. This value can be based on user input; for example, set the probability of an opportunity based on progress, activities, or other inputs.

In the following video, you will learn how to automate field value calculations in SAP Sales Cloud and SAP Service Cloud Version 2 using Determinations. You will also learn how to navigate system settings, configure conditions, and set up formulas to calculate opportunity probabilities based on sales phase, thereby streamlining your business processes.

Disabling Custom Logic

As an administrator, you can disable the custom logic you have previously configured or added to meet specific requirements. This includes disabling validations and determinations for single users during debugging or testing.

Note

The feature is only available in the test landscape and supports activation for up to five users.

To disable custom logic for specific users, navigate to All SettingsExtensibility and choose Custom Logic Administration.

SAP Sales Cloud and SAP Service Cloud Version 2 System Settings dashboard highlighting All Settings and Custom Logic Administration for system configuration and extensibility tasks.

The system opens the Disable Custom Logic screen and displays the list of all users whose custom logic will be disabled or suspended.

The Disable Custom Logic screen showing a list of all users whose custom logic is disabled. The Search and Add button is highlighted to add more users to the list.

To add more users to the list, choose the Search and Add button in the top-right corner, then in the Users drop-down list, select the target user or users whose custom logic should be disabled or suspended.

The users drop-down list to choose the target user or users whose custom logic should be disabled.

Lesson Summary

  • Custom logic in SAP Sales Cloud and SAP Service Cloud Version 2 allows organizations to implement business-specific rules without modifying the core system, ensuring flexibility while keeping upgrades safe.
  • Validations control data entry by enforcing data integrity rules during save operations. They help ensure data quality by generating error or warning messages based on defined conditions.
  • Determinations automatically calculate or update field values using predefined logic. They are typically used for field derivation, defaulting, and automating business rules.
  • Administrators can disable custom logic for specific users, which is useful during testing or troubleshooting.