I’ll use a sample use case throughout this training to walk you through the steps for extending SAP Sales and Service Cloud Version 2 using SAP Build Apps.
Use Case:
Best Run Manufacturing, Inc. is the fictional company in our use case. This company closely aligns with its customers to provide highly customizable products. Best Run Manufacturing uses SAP Sales and Service Cloud Version 2 as a sales tool for its manufacturing business. Their sales approach requires several on-site appointments to get to know the customer and their requirements.
Scheduling meetings with the client is a repetitive process and it requires copying agendas and attachments. To reduce this repetitive and time-consuming task, the company would like to enhance SAP Sales and Service Cloud Version 2 with an extension app that will embed a new tab in the accounts screen. This will allow sales employees to enter multiple appointment dates and times, and schedule them all with a single click of a button, greatly enhancing efficiency.
Best Run Manufacturing, Inc. decided to use SAP Build Apps to create the extension app that will be embedded as a mashup within the account screen of SAP Sales and Service Cloud Version 2. The app will receive the ID of the currently displayed account as a parameter and will load additional account data via API integration. Appointments will be created similarly via the same integration setup.
Additionally, the app will connect to a generative AI service to translate the appointment invitation texts, demonstrating how easy it is to integrate with AI services. The following screen capture illustrates the final look of the extension app (highlighted box). For simplicity, the app developed during this course will only support the creation of the first appointment.
