C_C4H47I_34 SAP Certified Application Associate - SAP Sales Cloud Version 2 Questions and Answers

Lead Routing to Employee is the setting that allows you to assign Leads to a specific sales employee based on certain attributes, such as the source of the Lead. This feature is part of the Digital Sales Engagement for Business Users capability in SAP Service Cloud Version 21. You can configure Lead Routing to Employee rules in the following path: Settings → Leads → Lead Routing to Employee2. The other options are not related to this setting. Qualifications are the criteria that determine the quality of a Lead3. Status is the current stage of a Lead in the sales process. Party Schema is the structure that defines theparties involved in a Lead, such as the account, contact, or partner. References = 1: SAP Service Cloud Version 2 Features | SAP Help Portal 2: Configuring Lead Routing Rules - SAP Learning 3: Solution Guide for SAP Service Cloud - SAP Online Help : [Lead Status - SAP Online Help] : [Party Schema - SAP Online Help]

To display a warning message based on a certain condition, you need to create an action and a validation rule in SAP Sales Cloud Version 2. An action is a user-defined function that can be triggered by a button, a workflow, or a script. A validation rule is a custom logic that can check the data entered by the user and display an error or a warning message if the data does not meet the specified criteria. For example, you can create an action called “Check Revenue” that calls a validation rule to check if the expected revenue of an opportunity is greater than 500,000 US dollars. If the condition is true, the validation rule can display a warning message that an approval process must be applied for that opportunity. You can also configure the action to be executed automatically when the opportunity is saved or submitted. References = Create Actions, Create Validation Rules

You can help the customer start the procedure for the system provisioning by following the Onboarding Guide on the SAP Help Portal. The Onboarding Guide provides a step-by-step checklist for activating the tenant, configuring the settings, and accessing the solution. The guide also explains how to use the Data Import Tool, the SAP for Me portal, and the SAP Support Launchpad1

You cannot help the customer start the procedure for the system provisioning by raising a Support Ticket, asking for support from product development, or requesting admin access to their tenant. These options are not relevant or necessary for the system provisioning process23

References = 1: SAP Service Cloud Version 2 Onboarding Guide 2: SAP Sales Cloud and SAP Service Cloud v2 Onboarding Resource Center 3: Identifying Provisioning Services Operations : SAP Service Cloud Version 2 Set Up Guide

Hugrank is a parameter that indicates the strength of a relationship between an employee and a contact or an account, based on the recency and frequency of email and calendar exchanges. Hugrank is calculated for contacts, accounts, employees, and relationships that are available in Relationship Intelligence, a feature of SAP Sales Cloud Version 2 that helps uncover hidden relationships and gain deeper insights into the level of engagement with external customers. References = Setting up Relationship Intelligence - SAP Learning, Relationship Intelligence - SAP Online Help, Relationship Intelligence | SAP Help Portal

 A security policy is a set of rules and guidelines that define the security requirements for your organization. It specifies the password policy, the session timeout, the login attempts, the IP address restrictions, and the two-factor authentication settings for your end users. By configuring these settings, you can increase the level of login protection for end user passwords and prevent unauthorized access to your SAP Service Cloud Version 2 solution. References = Security Guide for SAP Service Cloud Version 2, Setting Up Employees for Service

To create a new Business User, you need to have an existing Employee and a unique Email ID for the Business User. The Employee is the person who will use the system and the Email ID is the login credential for the Business User. The Organizational Structure and the security policy are not required for creating a new Business User, but they can be assigned later to define the roles and authorizations of the Business User. References = Version 2 Onboarding Guide for SAP Service Cloud, page 9-10. User Management in SAP Service Cloud Version 2, 0:40-1:20.

 To assign a Playbook to Leads based on a specific attribute, such as Lead Source, you need to create a rule for that attribute in the Playbook configuration. In this case, you want to assign the Playbook with Lead Qualification Survey to all the Leads that have Cyclo Clothing as their Lead Source, which indicates that they are potential customers of the newly acquired company. Therefore, you need to create a rule for Lead Source as Cyclo Clothing in the Playbook settings. References = Using Guided Selling to Work with Opportunities, section “Rules for Playbook Assignment”.

Dynamic Playbook is a feature in SAP Sales Cloud Version 2 that allows sales managers todefine a set of actions and best practices for each stage of the opportunity lifecycle. It helps sales representatives to follow a consistent and effective sales process, and provides them with contextual guidance, embedded insights, and engagement-based recommendations. Dynamic Playbook also enables sales managers to monitor the progress and performance of their teams and identify strategic deals. References = Getting Familiar with SAP Sales Cloud Version 2, Introducing SAP Sales Cloud Version 2, Enhance Sales Effectiveness with Guided Selling in SAP Sales Cloud Version 2 - Webcast

Customer Insights for Accounts is a feature that allows you to view and analyze the interactions and activities of your customers across different channels and systems. As an Administrator, you can configure the interaction filters that display as part of Customer Insights for Accounts. The available interaction filters are: Chats, Phone Calls, Emails, Surveys, and Tickets. Sales Quotes and Opportunities are not interaction filters, but they are part of the Account Metrics that show the sales performance of your customers. References = SAP Service Cloud Version 2 | SAP Help Portal, In Version 2, Configure Customer Insights by defining personalized key … - SAP Community

SAP Sales Cloud Version 2 is a cloud native sales solution that offers several advantages over the previous version, such as:

• Monthly releases that will help fill gaps faster: SAP Sales Cloud Version 2 follows a monthly release cycle that allows for faster delivery of new features, enhancements, and bug fixes. This helps customers to keep up with the changing market demands and customer expectations1.
• Fresh new User Experience with dynamic layouts and faster screen loading: SAP Sales Cloud Version 2 provides a more intuitive and responsive user interface that adapts to different devices and screen sizes. The user interface also leverages the latest web technologies to improve the performance and loading time of the screens2.
• Modern platform that delivers higher speeds, higher availability, and higher agility: SAP Sales Cloud Version 2 is built on a modern cloud platform that leverages microservices, containers, and Kubernetes to provide higher scalability, reliability, and flexibility. The platform also enables faster innovation and integration with other SAP and non-SAP solutions3. References = Introducing SAP Sales Cloud Version 2, What’s New in SAP Sales Cloud Version 2, Solution Guide for SAP Sales Cloud Version 2, SAP Sales Cloud Version 2 - openSAP Microlearning

The administrator feature that involves tracking and reviewing email communications is Email Analyzer. Email Analyzer is a tool that allows administrators to monitor and analyze the email traffic between the system and external email servers. It helps to identify and troubleshoot issues related to email processing, such as failed deliveries, bounced emails, or incorrect routing. Email Analyzer also provides statistics and charts to visualize the email performance and trends. References = Email Analyzer, SAP Sales Cloud Version 2 Features

Playbooks are a set of activities and actions that guide sales representatives through the sales process. Playbooks can be created for Leads and Opportunities, and they can be grouped by Sales Phases or Status. Sales Phases are the stages of the sales cycle, such as Qualification, Proposal, or Negotiation. Status is the current state of the Lead or Opportunity, such as Open, In Progress, or Won. Playbooks can be grouped by Sales Phases for Opportunities, as each phase may require different actions and tasks. Playbooks can also be grouped by Status for Leads, as each status may indicate the level of interest and readiness of the Lead. Playbooks cannot be grouped by Status for Opportunities or by Sales Phases for Leads, as these are not relevant or meaningful criteria for grouping. References = Introducing SAP Sales Cloud Version 2, 2:00-2:40. Playbooks in SAP Sales Cloud Version 2, 0:20-1:10. Set Up Guide for SAP Service Cloud Version 2, page 28-29.

 A Source is a field that indicates where a Lead came from, such as a website, an event, or a referral. You can create custom Sources to track Leads from different channels, such as social media. To create a new Source, you need to access the Business Configuration work center, select the Implementation Projects view, and open the Fine-Tune activity list. Then, you need to find and open the Leads activity, and click on Maintain Sources. Here, you can add a new Source with a name and a description, such as “Social Media”. You can also assign a Source Category to group similar Sources together. After saving your changes, you can use the new Source when creating or editing Leads in the system. You can also use the Source field as a filter or a report parameter to analyze the performance of your Leads from different Sources. References = SAP Service Cloud Version 2 | SAP Help Portal, Creating a Lead in SAP Sales Cloud

 Mobile Administration is a tool that allows administrators to configure the mobile app for SAP Service Cloud Version 2. Administrators can customize the header and list fields for different objects and views, such as calls, leads, opportunities, tasks, and more. Theheader fields are the fields that appear at the top of the object details screen, while the list fields are the fields that appear in the list view of the objects. By configuring the header and list fields, administrators can meet the business requirements of different roles and scenarios.

The correct answers are:

• A. Call list fields: Administrators can configure the call list fields to display the relevant information for each call, such as the account name, status, priority, duration, and more. This can help service agents to quickly identify and prioritize the calls they need to handle.
• C. Lead list fields: Administrators can configure the lead list fields to display the relevant information for each lead, such as the lead name, source, status, qualification, and more. This can help sales representatives to quickly identify and follow up on the leads they need to convert.
• E. Home page cards: Administrators can configure the home page cards to display the key information and actions for each role, such as the number of open tasks, calls, leads, opportunities, and more. This can help users to access the most important data and functions from the home screen of the mobile app.

The incorrect answers are:

• B. Target group list fields: Administrators cannot configure the target group list fields, as target groups are not supported in the mobile app for SAP Service Cloud Version 2. Target groups are collections of accounts or contacts that can be used for marketing campaigns or mass activities.
• D. Task header layout: Administrators cannot configure the task header layout, as the header layout is fixed for all objects in the mobile app for SAP Service Cloud Version 2. Administrators can only configure the header fields, but not the layout.

References = SAP Service Cloud Version 2 | SAP Help Portal (page 17), Mobile Administration - SAP Learning (page 4)

Playbook is a feature that helps you guide your sales team through the sales process by providing them with best practices, tips, and tasks for each sales stage. You can create and assign Playbooks to Opportunities based on certain rules and conditions. To achieve your requirement, you need to do the following steps:

• Configure a rule for Expected Value that checks if the deal size is more than 50,000 USD. This will trigger the Playbook assignment when the condition is met.
• Configure an Activity of type Appoint me that instructs the Sales Representative to schedule a meeting with the customer. This will be one of the tasks in the Playbook that the Sales Representative needs to complete.
• Optionally, you can also configure the Activity of type Appoint me as mandatory, which means that the Sales Representative cannot move to the next sales stage until the task is done. References = Playbook, Creating Playbooks, Assigning Playbooks to Opportunities

MS Teams integration in SAP Sales Cloud Version 2 enables the following use cases:

• Share Workspaces and Deal Rooms: You can create and share Teams and Channels to collaborate with your colleagues and customers on sales opportunities and deals. You can also access the SAP Sales Cloud context information from the Teams app.
• Create Appointments with MS Teams collaboration: You can create SAP Sales Cloud appointments and visits with MS Teams as a collaboration channel. You can also access the SAP Sales Cloud application and reference objects from the side panel during the Teams meeting.
• Make outbound calls: You can set MS Teams as the default channel for outbound calls from SAP Sales Cloud. You can also see the call details and outcomes in the SAP Sales Cloud activity timeline. References = Microsoft Teams Integration in SAP Cloud for Customer, Scope and Configure section; SAP Sales and Service Cloud V2 – Integration with Microsoft Teams, Integration Features section; Improve SAP seller productivity with Microsoft Teams and Power Platform, Enable Teams for SAP Sales Cloud section.

• Embedding custom modules created in SAP Build App is a correct answer because SAP Build App (formerly known as SAP AppGyver) is a no-code development environment that allows users to build business applications without the need for pro-code development knowledge1. SAP Build App is part of the SAP Extension Suite, which enables side-by-side extensibility for SAP Sales Cloud Version 22.
• Extending standard delivered applications, Adding custom fields on existing entities, and Enhancing the code baseline without modifying the standard are not correct answers because they are examples of in-app extensibility, not side-by-side extensibility. In-app extensibility allows users to customize and adapt the standard functionality of SAP Sales Cloud Version 2 within the same system, using tools such as fields, layouts, mash-ups, and key user tools3.

References = 1: Design and Develop Extensions on SAP Service and Sales Cloud Version 2 Using SAP AppGyver 2: Getting Familiar with SAP Sales Cloud Version 2 - SAP Learning 3: SAP Help Portal - SAP Online Help

The Business Configuration is the tool that allows you to adapt the SAP Sales Cloud Version 2 solution to your business needs. It consists of two main working areas: Scoping and Fine Tuning. Scoping is where you activate and deactivate features, and Fine Tuning is where you control how the activated features behave in detail. The Business Configuration is accessed from the Administration Console, which is the central entry point for alladministrative tasks in SAP Sales Cloud Version 2. References = SAP Sales Cloud Version 2 | SAP Help Portal, Set Up Guide for SAP Sales Cloud Version 2 - SAP Online Help, Understanding the Business Configuration Concept - SAP Learning

The Guided Selling Worklist is a feature that helps you manage your opportunities in a more efficient and effective way. It allows you to view and update your opportunities in different views, filter them by various criteria, and access relevant information and actions for each opportunity. The key features of the Guided Selling Worklist are:

• Overview: This is the default view that shows you a summary of your opportunities, such as the number, value, status, and stage of each opportunity. You can also see the key metrics, such as the win rate, conversion rate, and average deal size, for your opportunities. You can use this view to get a quick overview of your pipeline and performance1.
• Kanban view: This is a view that shows you your opportunities in a board-like layout, where each column represents a stage of the sales cycle. You can drag and drop your opportunities from one column to another to update their stage. You can also see the value and count of the opportunities in each column, and the progress bar that indicates the completion percentage of each stage. You can use this view to visualize your sales process and track the progress of your opportunities1.
• Advanced filter: This is a feature that allows you to filter your opportunities by various attributes, such as account, product, territory, owner, priority, etc. You can also create custom filters and save them for future use. You can use this feature to narrow down your opportunities and focus on the ones that matter most1.
• Timeline: This is a view that shows you the history of your interactions with your opportunities, such as calls, emails, meetings, tasks, etc. You can also add new activities and notes to your opportunities from this view. You can use this view to review your past actions and plan your next steps2. This is not a key feature of the Guided Selling Worklist, but a separate feature that you can access from the Opportunity Overview page2.
• KPI cards: These are cards that show you the key performance indicators for your opportunities, such as the expected revenue, weighted revenue, probability, etc. You can also see the trend and forecast of these indicators over time. You can use these cards to monitor and evaluate your opportunities2. These are not a key feature of the Guided Selling Worklist, but a separate feature that you can access from the Opportunity Overview page2.

References = 1: How to use Guided Selling - SAP Sales Cloud, section “Guided Selling Worklist”2: Using Guided Selling to Work with Opportunities, section “Opportunity Overview”.

 A mashup is a web page that integrates data from the SAP Sales and Service Cloud solution with data provided by an online web service or application. To configure a new mashup, you need to specify the following parameters:

• URL: The web address of the online web service or application that provides the data to be integrated. You can also use placeholders to dynamically pass values from the SAP Sales and Service Cloud solution to the URL.
• Name: A unique and descriptive name for the mashup. This name is used to identify the mashup in the system and to assign it to a business object or a work center view.
• Description: A brief explanation of the purpose and functionality of the mashup. This description is displayed in the mashup list and helps users to understand what the mashup does. References = Mashups | SAP Help Portal, Discovering mashups - SAP Learning

To create a new group of Business Users and grant them read only access to sales entities for a specific Sales Area, you need to perform the following steps:

• Create the Business Users: You need to create a Business User for each Employee who needs to access the system. A Business User consists of an Employee ID and a valid email address. You also need to assign a Security Policy to each Business User to ensure the security and integrity of the system1.
• Create the Employees: You need to create an Employee for each person who works for your company. An Employee is an Employee ID, a name, an address, a communication, a language, a working time, and a department. You also need to assign a Business Role to each Employee to define the tasks and operations that they can perform, the data that they can access, and the level of authorization they have2.
• Restrict the Employees Access Rights for that Sales Area: You need to restrict the Employees Access Rights for the specific Sales Area that you want them to have read only access to. You can do this by using the Access Contexts and Access Restrictions features in the system. Access Contexts are predefined sets of criteria that determine the scope of data access for a Business Role. Access Restrictions are rules that further limit the data access for a Business Role based on certain attributes, such as the Sales Area3.

The other options are not correct because they either do not create the Business Users and Employees correctly, or they do not restrict the Access Rights properly. References = 1: Creating Business Users and Assigning a Business Role | SAP Help Portal 2: Creating Business Roles and Assigning a Business User | SAP Learning 3: [Access Contexts and Access Restrictions | SAP Help Portal]