Marco Meijs
Read all my blogsIn August the new SAP Sales and Service Cloud version with new functionalities, improvements and bug fixes will be made available for us. Therefore we present you in this blog the highlights of these different topics.
As you can see in below picture the timing of the release is as follows:
– Test tenants are upgraded on the 6th of August and,
– Production tenants are upgraded on the 20th of August.
General improvements
Assignment of Code List Restrictions to multiple Business Roles
The first improvement certainly will make consultants and administrators/key-users happy as it will limit the amount of time needed to setup Code List Restrictions. In the new release it is now possible to setup a code restriction once and assign it to multiple Business Roles.
Usage of Global Data type fields in SDK ABSL
This improvement is probably more interesting for developers, but the GDT fields created via the Key User Tool can be used in ABSL. This way the Key User Tool fields can be reused in SDK. Before, it was not possible to refer to these GDT fields in your ABSL coding. But fortunately this will be a thing of the past.
Support Assistant
When you want to create a new incident for SAP there is a new “wizard” available that will guide you through the process. It will first, based on some questions, try to navigate you to knowledge articles to see if you can find the answer you are looking for. The goal of this is to help find a resolution for you as quickly as possible.
SAP Sales Cloud improvements
Archiving
It is now also possible to archive opportunities and quotes. Enabling is done in the fine-tune activity for archiving. By removing the business checks you can even remove:
– Opportunities that are not won, lost or stopped;
– Quotes independently of their life cycle status.
Business Partners
During the creation of an account (or individual customer) it is now possible to pre-populate the sales area data based on the default sales area of the employee. The feature can be enabled via scoping activity: General Business data -> Business Partners -> Handling of Business Partners.
Sales area related data such as payment terms are defaulted based on what is maintained in the Code List Restrictions for the specific sales area.
Manage Tasks from the calendar
Tasks can now be created, rescheduled and filtered from the calendar. They need to be configured as relevant for the calendar. Different colours can be assigned to the tasks based on priority, status and category.
Intelligent Sales Add-On
As part of the SAP Sales Cloud proposition the Intelligent Sales Add-On, which requires additional licences, also has some nice improvements. SAP has been putting a lot of effort in it to make it as user friendly as possible. That’s why they introduced new features like:
Configuration of Recommended Insights and Highlights
With this feature administrators can enable or disable contextual highlights. This improves the decision-making process by giving the correct data at the correct time.
Guided selling
- It is now possible to add the Sales Organization as criteria in your playbook
- In the opportunity workspace you can also see the completed activities
- In the Pipeline manager you can now have a Bar-Line combination Chart
- You can now expand and collapse the header area of opportunities. It will automatically show more detailed information when fully expanded
SAP Service Cloud improvements
E-Mail channel
When sending an email via a ticket it is now possible to default the “Send later” functionality. This feature is added to the ticket configuration.
Also a BADI is made available so you can add email addresses to the CC or BCC.
Machine learning
Via Machine Learning you can now extract the Customer ID. This is useful when multiple customers use the same email address to communicate with you. If the customer ID is part of the subject or body of the email the system will be able to assign it to the correct account.