To create business users

To assign accounts to business users

To restore system default settings

To scope the system

Employees need to be assigned directly to the organizational structure; business users must not

Business users can be created using the data migration template; employees cannot.

Business users can be assigned access rights and business roles; employees cannot.

Employees can be assigned access rights and business roles; business users cannot.

Respond to the requestor.

Forward the incident to the provider.

Confirm the incident.

Take over the incident.

Task

Visit

E-mail

Service request

Appointment

Define periodic scheduling.

Enter broadcast recipients.

Select a broadcast channel.

Choose a report source.

Create a new report view.

Set up work distribution.

Set up territories.

Set up the organizational structure.

Set up integration.

Business Configuration work center

Service control center

Help center

Administrator work center

Complete fine-tuning activities.

Define the organizational structure.

Create extension fields.

Set up scoping.

Assign reports to work center views.

To test tenants only

To a set of tenants

To production tenants only

To an individual customer tenant only

Assign activities -> Sales Phase -> Sales Cycle

Sales Phase -> Assign activities -> Sales Cycle

Sales Phase -> Sales Cycle -> Assign activities

Sales Cycle -> Sales Phase -> Assign activities

Contacts

Accounts

Employees

Owners

Business users

When integration has been scoped

When the data volume is low

When data must be loaded quickly

When data is loaded from multiple applications

Escalation status

Employee availability

Order amount

Product category

Channel type

Invoke the Adaption mode.

Invoke the Edit mode.

Import a page layout.

Select a business role.

Change the home page settings.

Job definitions

Party role determination

Work distribution rules

Approvals

Assign the business object to other work centers.

Define business object actions that can be executed by the end user.

Add simple business logic.

Enhance script files for the custom business object.

Opportunity

Product

Library

Visit

Competitor

Assign the business user to the organizational structure.

Use business scoping to activate the work center containing the view.

Create a business role that has access to the work center view and assign it to the business user.

Copy the access right from a business user who already has access to the work center view.

Screen Personalization

Business Task Management

Layout Adaption

Master Template Maintenance

Assign tickets to the last processor.

Manage business tasks for employee support.

Disable the profanity check for outbound response.

Define party roles for ticket handlers.

Create or delete custom channels.

When you are an administrator wanting to make a change for all users of the report.

When you are an end user wanting to save a variation of the report that you can use.

When you are an end user wanting to save a variation of the report that your team members can use.

When you are an administrator wanting to make a change for a specific user of the report.

You want to perform fine-tuning acitivities.

You want to standardize system access.

You want to set up a service agent for an administrator.

You want to make custom reports available on the home page.

You want to restrict drop-down list values for a specific group of users.

Update the business configuration.

Request new tenants.

Apply SDK solution.

Update fine tuning.

Hide an extension field from the master template.

Add an extension field to a data source.

Add an extension field to the page layout.

Add an extension field to a form template.

You want the direct approver of a business object to be the reporting line manager.

You want different reviewers for a business object based on different conditions.

You want another user to review a business object before it can be processed further.

You want to define multiple review processes for the same business object.

You want to define multiple review steps for the same business object.

Ticket

Visit

Opportunity

Account

Campaign

User interface text

Help text

Extension field text

Message text

Fine tuning text

Business Configuration

Administrator

Service control center

Application and User Management

Translate notes entered by a user.

Translate work center and view labels

Export and import texts in SAP Cloud for Customer.

Translate extension field labels.

Contacts

Visits

Employees

Appointments

The Define Exceptions step is unavailable.

The system uses the first rule that applies when making territory assignment.

Additional fields become available for territory determination.

More than one set of territory rules becomes active.

Business configuration

Approval process

Work center view

Code list restrictions

Business role

Opportunities

Social media profiles

Currency conversion rates

Service requests

Recent orders

Solution Design

Integration Preparation

Cloud Integration

Solution Testing

Business configuration

Discount lists

Campaigns

Account hierarchies

Personal addresses and contacts

Define the rule type as an alert.

Define notification placeholders.

Define a condition for the Agent field.

Define a rule for the individual Customer business object.

You can upload the data only once.

You need to identify the data dependencies for the migration template.

The template structure is predefined and cannot be changed.

There is a template available for each object that allows tool-supported migration.

You need to know the definitions of each of the field.

Define the ticket priority with the social media channel provider.

Create and schedule a social media import run.

Select the social media channel service level.

Set up access to your social media account.

Select the channel type.

Add custom validation rules to a field.

Make a field visible.

Add a field.

Create join fields.

Select data sources.

Define key figure exceptions.

Select report variants.

Define access by business role.

Define chart interaction.

Custom report creation is supported with a guided procedure.

Variable selection is possible.

Direct assignment of a report to a business user is supported.

Custom calculated key figures are allowed.

Custom reports can be created by all users.

When users need to be informed about a task to be processed

When users need to be informed about a customizing change

When users need to be informed about a changed item

When users need to be informed about an approval process

When users need to be informed about new SAP Cloud for Customer features.

Define the contact person in the Administration work center.

Define the contact person in the Service Control Center.

Define a new service agent.

Update the contact details in your organization structure.

Key figures

Sources

Characteristics

Connections

Layout

Product master data

Opportunities

Account master data

Territory Management data

Interactive dashboard

Standard report

Custom report

Scorecard

KPI

Processor

Employee responsible

Account team member

Primary contact

Service technician

Service ticket priorities

Service levels

Ticket templates

Organizational work distribution

Ticket routing rules

Upload data from the template file.

Export data to a local file

Realign territory data

Align data fields with input fields

Find and fix errors in the data file

Adaptation

Code list restriction

Business configuration

Personalization

Enter default extension field values based on business logic

Validate values for an extension field based on another field

Create extension field and define its properties.

Create a code list restriction for standard and extension fields.

Report Incident

Personalization

Glossary

Password Change

Make SAP Cloud for Customer Better

User

Job function

Business role

Work center

Account hierarchy

Sales territory hierarchy level

Routing rules

Sales assistant

Configure pre-packaged integration content.

Include SAP Business Warehouse integration requirements early in the project.

Decide to use point-to-point or middleware integration.

Ensure the project team includes functional and technical resources.

Determine the number of custom fields early in the project.

Select accounts using nested decision tables.

Flag relevant accounts within the master data view.

Select accounts manually from a list in the wizard.

Define a selection for the Account Selection report.

Assign the report to a role.

Assign the report to a work center.

Choose a data source.

Maintain a condition.

Create a key figure.

Define integration to external IT systems.

Select business processes.

Determine the relevant countries.

Define the organizational structure.

Define global access restrictions.

Define a condition for the account classification in the approval process.

Maintain the user ID of the approver in the approval process.

Create a copy of the default approval process and maintain the copy.

Define a condition to determine the approver in the approval process.

Set up root node information.

Assign territories to accounts.

Add sub-nodes to the hierarchy.

Define hierarchy levels.

A sales manager wants different screen layouts assigned to two different business roles.

An administrator wants to change a standard field label to a new value.

A service manager wants to arrange the ticket queue with Assigned To as the first column.

A sales representative wants to modify the screen layout.

Employee

Organizational unit

Business user

Territory manager

Insert SAP Cloud for Customer reports into Microsoft Excel spreadsheets.

Upload Microsoft Excel workbooks to SAP Cloud for Customer.

Publish Microsoft Excel workbooks to the Microsoft Sharepoint from SAP Cloud for Customer.

Share SAP Cloud for Customer report data using Object Linking and Embedding (OLE).

Bing Maps

Hotmail

Google Maps

InsideView

SAP Jam

KPIs

Scorecard

Data sources

Mashups

Key figures

In the territory hierarchy nodes

In the activity list

In users and access management

In the organizational structure

To enable real-time pricing for SAP Cloud from SAP on-premise solutions.

To improve the system performance of SAP cloud and SAP on-premise solutions.

To run subsidiaries through SAP cloud solutions with shared master data.

To update products and customer data from SAP cloud to SAP on-premise solutions.

Change to data sources

Change to layout adaptations

Changes to form templates

Changes to master data

Business role

Business document

Extension field

Business field

Access rights

SAP BusinessObjects Business Intelligence

SAP HANA Cloud Integration

SAP Data Services

SAP NetWeaver Process Integration

To define and activate an approval process

To set up the organizational work distribution

To set up automatic e-mail notification

To define and activate rules for automatic field updates

Business Configuration work center

Application and User Management work center

Service Control work center

Administrator work center