Leveraging new features for SAP Sales and Service Cloud Version 2

Objective

After completing this lesson, you will be able to describe the new changes and features in SAP Sales and Service Cloud

Spotlighting SAP Sales Cloud Version 2 Changes and New Major Features

SAP Sales Cloud version 2

SAP Sales Cloud Version 2 is a cloud-based CRM that streamlines sales workflows, boosts performance, and helps deliver exceptional customer experiences. It provides a unified platform for sales automation, customer engagement, and revenue management, and integrates with SAP CX AI Toolkit and related CX solutions, enabling AI-assisted quote generation from Office 365 attachments, draft email creation in Outlook Web, intelligent Q&A across enterprise data, and seamless access via principal propagation, so sales teams can work more efficiently and close deals faster.

Here's a list of the major changes and new features:

ComponentFeatures
Sales Quotes
  • Product selection & recommendations: add products from past sales quotes and view AI-based product recommendations for cross-/upsell during quote creation.
  • Approval & pricing control: submit/withdraw quotes for approval; admins can configure which pricing elements are visible/editable at header and item levels..
  • Export & extensibility: export sales quotes to Excel and apply new adaptation/extensibility features to customize quotes.
Sales Orders
  • Order handling: create follow-up sales orders from sales quotes and from visits; link tasks/appointments to sales orders.
  • Insights: AI-generated order fulfillment summary provides order-related insights.
Guided Selling & Opportunities
  • Collaboration enhancements: Copy deep links to Opportunities to share direct access; account plans accessible from opportunities.
  • Playbooks & product help: value-help for product selection during opportunity creation and support for custom playbook product definitions..
  • Sales team UX: expanded Sales Team view and custom KPI cards on the home page.
Leads & Marketing Signals
  • Flexibility: create leads for individual customers, configure dynamic properties and scheduled autoflow rules, and apply time-based timeline filters.
  • Worklist improvements: resize table columns and set default sort order in Leads worklist.
Visits & Activities
  • Visit enhancements: add attendees and territories to visits, create follow-up sales orders from visits, and generate follow-up emails from visits.
  • Appointments & notes: improved hypernotes, new standard note types, and better sync for appointment notes.
Integration & Data Replication
  • SAP S/4HANA / ERP / CPQ: replicate sales quotes and view sales contracts from SAP S/4HANA; retrieve document flow from external SAP systems; pricing configuration import from SAP S/4HANA and SAP ECC.
  • Standard events: lead business events published to API Hub for external integration.
Products & Pricing
  • Product data & sales: migrate product group external IDs and product sales data notes from V1; support extensibility in product plants.
  • Pricing precision: currency-based decimal places in pricing and sales orders; admins can import pricing configurations from SAP systems.
  • Product lists & filters: new filter fields (Type, Category, Status) and product lists for individual customers.
Analytics & Target Planning
  • Pipeline & forecasting: Volume Pipeline Manager for health of pipeline by quantity; forecast visibility across hierarchies.
  • Territory-based planning: new Territory dimension and ability to create target plans for subordinate territories; territory logical deletion supported.
  • Intent-based navigation: navigate from analytics stories to UI instances of business entities.

Summary

  • AI & automation: Use AI-driven features to speed routine work — draft emails in Outlook Web, Intelligent Q&A that ingests email attachments, and Quote Creation automation (parses Office 365 attachments) to reduce manual quote entry.
  • Quotes & orders: Faster quote/order handling with submit/withdraw/resubmit approvals, add products from past quotes/orders, ATP visibility in quotes, Excel export/print options, and create follow-up sales orders directly from quotes or visits.
  • Guided selling & opportunity management: Get phase-based recommendations in the opportunity progress bar, search faster with multi-value fields, share deep links to opportunities, generate PDF opportunity summaries, and create contacts from opportunities to keep pipelines accurate.
  • Visibility & integrations: See replicated sales contracts and stock/ATP from SAP S/4HANA, use custom KPI cards and the Volume Pipeline Manager for pipeline health, and rely on improved timeline/filter consistency for clearer activity tracking.

Pointing out SAP Service Cloud Version 2 Enhancements

SAP Service Cloud version 2

SAP Service Cloud version 2 is a cloud-based customer service management solution that helps organizations deliver outstanding support, streamline operations, and strengthen customer loyalty. Its unified platform consolidates customer interactions, field-service workflows, and service analytics so teams can resolve issues faster, act proactively, and make smarter, data-driven decisions.

Here's a breakdown of the major changes and new features added during 2025:

ComponentFeatures
Cases
  • Page Navigation: Quickly navigate through case lists using the new page number input field. This enhancement streamlines the process of finding specific cases, especially when dealing with large volumes of data.
  • Email Threading: Prevent irrelevant cases from cluttering your inbox. When a case is marked as irrelevant, follow-up emails will now create a new case, ensuring that valid customer responses are not mistakenly linked to closed issues.
  • Outbound Phone Calls: Agents can now initiate phone calls directly from cases to contacts or supplier contacts using Computer Telephony Integration (CTI) or Microsoft Teams. This feature fosters better communication and collaboration within the case management process.
Utilities

SAP Service Cloud V2 for Utilities has received significant updates to enhance its capabilities:

  • Integration with SAP S/4HANA: The integration flows between SAP Service Cloud V2 and SAP S/4HANA have been updated. This includes new and enhanced integration flows (iFlows) for premise and contract account integration. You'll need to copy the new communication configuration and update existing ones as described in the release notes.
  • Reverse Invoices: You can now reverse invoices of contract accounts, either fully or partially, to adjust billing documents. This provides greater flexibility in managing financial transactions.
  • View Disconnection Documents: Access disconnection documents directly from the premise details view. This feature provides quick access to important information related to service disconnections.
  • Locks in Contract Accounts: Create and manage locks for contract accounts and individual contracts, including billing blocks. This helps prevent unauthorized changes or actions.
  • Installment Plans Enhancements: The installment plan card now includes more details, such as total unpaid invoiced installments, past due amounts, open amounts, and paid amounts. A status is also available in the card, table view, and detail view.
  • Open Items Enhancements: A new category for "Future Due" open items is now available, displaying items with due dates in the future. You may need to implement an enhancement section in the backend to activate this functionality.
Integration
  • Determine Communication Systems: For outbound configurations, you can now determine the receiver of the message based on logic and attributes of the integrated entity. This allows for more dynamic and intelligent message routing.
  • Default Value Mapping Groups: Default value mapping groups are now available for integration with SAP ERP, SAP S/4HANA, and SAP S/4HANA Cloud Public Edition. These groups simplify the process of mapping values between systems.
Timeline
  • View Change History: You can now view all changes made to Timeline Configuration in the Changes tab. This provides an audit trail of configuration changes.
  • Timeline Card: View details of custom timeline events retrieved from custom services directly within the timeline.
Extensibility and Autoflows
  • Navigate to Custom UIs from Mashups: Mashups now support navigation to Custom UIs in SAP Sales Cloud and SAP Service Cloud Version 2.
  • Object-Based Navigation in Mashups: Enable Object-Based Navigation when creating URL mashups to allow navigation using parameters aliasing such as Object ID and Object Display ID.
  • Enhancements to Autoflow in Accounts and Individual Customers: Configure autoflows to send email notifications to role-based recipients and specific recipients when an account or individual customer is created or updated
  • Approver Selection: The approval workflow in Autoflow now allows the selection of multiple Responsibles and Direct Approvers.

Summary

  • SAP Service Cloud V2 introduces enhancements across various modules, including Cases, Utilities, Integration, and Autoflow, to improve efficiency and customer service.
  • Key updates include improved case management features, enhanced integration flows for Utilities, and more flexible automation options with Autoflow.