C_C4H47I_34 Exam Dumps - SAP Certified Application Associate - SAP Sales Cloud Version 2

Sales Representatives can access different email channels depending on the salesdocument they are working on. For example, when they are working on a Lead, they can access the Lead email channel, which is configured to send emails from a specific email address and template. However, they can also access the General email channel, which is a default channel that can be used for any sales document. The General email channel is configured to send emails from the user’s own email address and template. Sales Representatives cannot access the Opportunity email channel when working on a Lead, as this channel is only available for Opportunities. References = Configuring Email - SAP Learning, SAP Service Cloud Version 2 Communication Channels: Mail, Phone and Knowledge Base Integration - SAP Learning

 A Playbook is a set of best practices that guide sales representatives through the sales process. A Playbook consists of Actions and Activities that are triggered by certain conditions, such as sales phase, lead source, or product category. Actions are tasks that sales representatives must perform, such as updating a field, sending an email, or creating a quote. Activities are events that sales representatives can schedule, such as calls, meetings, or demos.

To require the sales representatives to update the Revenue End Date when Opportunities are in the “Close” sales phase, the best approach is to configure a Playbook with a mandatory Action to update the field. This way, the sales representatives will see a notification on the Opportunity header that reminds them to complete the Action before they can change the sales phase. The Action will also appear in the Playbook pane, where the sales representatives can mark it as done after updating the field.

References = Playbooks, Configuring Playbooks, Viewing and Completing Playbook Actions and Activities

Deal Intelligence is a feature of SAP Sales Cloud Version 2 that uses machine learning to score opportunities based on various factors, such as deal size, customer engagement, sales stage, and competitor presence. The score indicates the likelihood of winning the opportunity and helps sales reps prioritize their actions and focus on the most promising deals. Deal Intelligence also provides insights and recommendations on how to improve the score and increase the win probability. References = SAP Sales Cloud Version 2 Feature Scope Description, page 28; Business End User SAP Sales Cloud Version 2 - openSAP, video “Deal Intelligence - SAP Sales Cloud”; [ARCHIVED] Relationship Intelligence - SAP Sales Cloud, video “Relationship Intelligence - SAP Sales Cloud”.

The Insight section of Lead Overview provides you with valuable information about the Lead, such as:

• Calculated Key Factors: These are the factors that influence the Lead score, such as Lead Source, Industry, Revenue, etc. You can configure these factors in the Customer Insights settings1.
• Lead Conversion Trend: This shows you the historical trend of the Lead conversion rate, based on the number of Leads that were converted to Opportunities over time. You can use this to compare the performance of different Leads and identify the best practices for conversion2.
• Score Trend: This shows you the historical trend of the Lead score, based on the calculated key factors and the dynamic key factors. You can use this to monitor the progress and potential of the Lead over time2.
• Dynamic Key Factors: These are the factors that are updated automatically based on the interactions with the Lead, such as Email Opens, Clicks, Website Visits, etc. You can view these factors in the Engagement section of Lead Overview, not in the Insight section2.
• Static Key Factors: These are the factors that are fixed and do not change over time, such as Lead ID, Name, Status, etc. You can view these factors in the Details section of Lead Overview, not in the Insight section2. References = 1: In Version 2, Configure Customer Insights by defining personalized Key Metrics, section “Create a New Key Metric”2: Introducing SAP Sales Cloud Version 2, section “Lead engagement and insights”.

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

The valid Master Data entities for a B2B scenario in SAP Sales Cloud Version 2 are Account and Individual Customer. An Account represents a company or organization that your company has a business relationship with. An Individual Customer represents a single person who is a customer of your company. These entities are crucial for managing customer relationships and sales processes in a B2B scenario. 

 NLP Classification is a machine learning scenario that can identify the language, sentiment, and other entities of tickets created from surveys and emails. It can also automatically populate the relevant fields in the ticket based on the extracted information. NLP Classification is part of the Machine Learning in SAP Cloud for Customer feature, which requires an SAP Service Cloud enterprise license or an Agent Console Add-On license. References = Machine Learning in SAP Cloud for Customer - SAP Online Help, Ticket NLP Classification section; How to set up Machine Learning Scenarios - SAP Service Cloud Version 2 - openSAP Microlearning, video transcript.

Call list configuration is a process that enables sales representatives to manage outbound calls to customers or prospects using SAP Service Cloud Version 2. Call list configuration involves the following steps:

• The administrator creates call list categories: Call list categories are used to group call lists based on different criteria, such as product, industry, or region. The administrator can create call list categories using the fine-tuning activity Configure Call List Categories. In this activity, the administrator can define the name, description, and color of each call list category, and assign them to business roles or organizational units.
• The sales manager creates call lists: Call lists are used to store the details of the customers or prospects that need to be contacted by sales representatives. The sales manager can create call lists using the app Call Lists. In this app, the sales manager can enter the name, description, and category of the call list, and add accounts or contacts to the call list. The sales manager can also assign the call list to a sales representative or a team, and set the start and end dates for the call list.
• The sales manager creates call list categories: Call list categories are also used to filter the accounts or contacts that can be added to a call list. The sales manager can create call list categories using the app Call List Categories. In this app, the sales manager can define the name, description, and color of each call list category, and specify the conditions that the accounts or contacts must meet to be included in the call list category. For example, the sales manager can create a call list category for customers who have purchased a certain product in the last six months.
• The administrator creates call lists: This step is not part of call list configuration. The administrator does not create call lists, but only configures the call list categories and the integration with SAP Contact Center or third-party telephony systems.
• The sales manager creates copies of call lists: This step is not part of call list configuration. The sales manager does not create copies of call lists, but only creates new call lists or edits existing call lists.

References = Configure Call Lists, Configure Call List Categories, Call Lists, Call List Categories

 You can perform the following configurations for Leads as an Administrator of the SAP Sales Cloud Version 2 system:

• Create and manage custom Statuses: You can define custom statuses for Leads to reflect your business process and track the progress of each Lead. You can also specify the default status for new Leads and the status that indicates a qualified Lead1
• Maintain Routing Rules: You can create and assign routing rules for Leads to automatically distribute them to the appropriate sales representatives based on criteria such as territory, product, or source. You can also define the priority and validity of each rule2

You cannot perform the following configurations for Leads as an Administrator of the SAP Sales Cloud Version 2 system:

• Create and manage Forecast Categories: Forecast Categories are used to classify Opportunities based on their likelihood of closing and their impact on the sales pipeline. They are not applicable for Leads, which are potential customers who have not yet expressed interest in buying3
• Maintain Probability: Probability is a percentage value that indicates the chance of winning an Opportunity. It is calculated based on the Forecast Category and the Sales Methodology. It is not applicable for Leads, which are not yet Opportunities.

References = 1: Maintaining Lead Statuses 2: Maintaining Routing Rules for Leads 3: Maintaining Forecast Categories : [Maintaining Probability]

• Embedded Machine Learning Insights are a brand new capability in SAP Sales Cloud Version 2 that provide AI-based pattern and trend analysis to make recommendations and sales predictions such as predictive scores for leads and opportunities and sentiment analysis for business texts1.
• Digital Selling Workspace is a brand new capability in SAP Sales Cloud Version 2 that allows users to set up an optimal user-centric workspace to access to all their tasks and sales tools2.
• Playbooks are a brand new capability in SAP Sales Cloud Version 2 that guide sales reps to closed deals by providing them with best practices, tips, and resources for each stage of the sales cycle2.
• Pricing and Revenue Splitting are not brand new capabilities in SAP Sales Cloud Version 2, but rather existing features that have been enhanced or improved in the new version34.

References = 1: SAP Sales Cloud Version 2 Features | SAP Help Portal 2: Introducing SAP Sales Cloud Version 2 - openSAP Microlearning 3: SAP Sales Cloud Version 2 Feature Scope Description 4: What’s New in SAP Sales Cloud Version 2

The Digital Selling Workspace is a new capability in SAP Sales Cloud Version 2 that provides a unified view of all the to-do items for a sales representative. It allows the sales representative to easily access and manage their Tasks, Leads, Opportunities and Call Lists from one place. It also provides insights and recommendations based on artificial intelligence and machine learning to help the sales representative prioritize and execute their activities effectively. The Digital Selling Workspace is designed to improve the productivity and efficiency of the sales representative and help them close deals faster. References = SAP Sales Cloud Version 2 - Deep Dive Part 2, Solution Guide for SAP Sales Cloud Version 2 (Section: Digital Selling Workspace)

 According to the SAP Sales Cloud Version 2 Solution Guide1, surveys are used to collect feedback from customers or prospects on various topics, such as product satisfaction, service quality, or marketing campaigns. Surveys can be created and assigned to different categories, which help to organize and filter them. The default survey categories that are pre-delivered with the SAP Sales Cloud Version 2 tenant are Checklist and Call Script1. These categories are suitable for the sales team to use in a new call list, as they allow them to follow a predefined set of questions or actions during a phone call with a customer or prospect. Checklist surveys can be used to verify certain information or requirements, while call script surveys can be used to guide the conversation and capture the responses2. Promotion and Sentiment Score are not default survey categories, but they can be created as custom categories if needed1. References = 1 Solution Guide for SAP Sales Cloud | SAP Help Portal 2 Creating Surveys - SAP Sales Cloud Version 2 - openSAP Microlearning

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The SAP Business Accelerator Hub is a web portal that provides access to REST APIs for SAP Sales Cloud and SAP Service Cloud Version 2. These APIs can be used to integrate SAP Sales Cloud Version 2 with other SAP applications, such as SAP S/4HANA, SAP ERP, SAP CRM, and SAP SuccessFactors. The SAP Business Accelerator Hub also offers documentation, tutorials, and testing tools for the APIs. References = SAP Service Cloud Version 2 | SAP Help Portal, Outlining the Integration of Version 2 into SAP Software and Tech, SAP Business Accelerator Hub

 Inactive users are users who have not logged in to the system for a long time or have never logged in. They pose a security risk as they may have outdated or unauthorized access to the system. To prevent security risks while monitoring inactive users in SAP Sales Cloud Version 2, you can use the following methods:

• By using the auto sign out, users are automatically logged off after a specified period of inactivity. This prevents unauthorized access to the system by someone who may use the user’s device or session. You can configure the auto sign out time in the Security Policy settings.
• By scheduling the dedicated auto sign out background job, you can automatically deactivate the user accounts that have not logged in for a certain number of days. This reduces the number of inactive users in the system and frees up the licenses for other users. You can schedule the auto sign out background job in the Administrator work center. References = Security Guide for SAP Sales Cloud Version 2, page 15-16. User Management in SAP Sales Cloud Version 2, 1:40-2:00. Inactive User Accounts – Risks and Best Practices.

• Configure a new Document Type for Cyclo Clothing: This is a correct answer because document types are used to define different types of opportunities and their attributes, such as sales cycle, sales phases, and pricing procedure1. Since Best Run Bikes and Cyclo Clothing have different sales lifecycles, they need different document types for their opportunities.
• Configure a new Sales Cycle with Sales Phases for Cyclo Clothing: This is a correct answer because sales cycles and sales phases are used to define the stages and steps of an opportunity, such as qualification, proposal, and closure2. Since Best Run Bikes and Cyclo Clothing have different sales lifecycles, they need different sales cycles and sales phases for their opportunities.
• Configure Routing Rules for Cyclo Clothing: This is not a correct answer because routing rules are used to assign leads and tickets to the appropriate sales or service agents based on criteria such as territory, product, or priority. Routing rules are not related to the configuration of opportunities or their sales lifecycles.
• Configure a new Party Schema for Cyclo Clothing: This is not a correct answer because party schemas are used to define the roles and relationships of the parties involved in a business transaction, such as account, contact, employee, or partner. Party schemas are not related to the configuration of opportunities or their sales lifecycles.

References = 1: Set Up Guide for SAP Service Cloud Version 2 | SAP Help Portal - Configure Document Types 2: Set Up Guide for SAP Service Cloud Version 2 | SAP Help Portal - Configure Sales Cycles and Sales Phases : Set Up Guide for SAP Service Cloud Version 2 | SAP Help Portal - Configure Routing Rules : Set Up Guide for SAP Service Cloud Version 2 | SAP Help Portal - Configure Party Schemas

 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”.

A Playbook for Opportunities is a set of activities that guide sales representatives to progress their opportunities through the sales cycle. A Playbook can be configured by a Sales Manager using the fine-tuning activity Configure Playbooks for Opportunities. In this activity, a Sales Manager can create different Playbooks for different scenarios, such as industry, product, or revenue. Each Playbook can have one or more activity types, which are the tasks that sales representatives need to complete for each opportunity. The activity types that can be created for a Playbook are:

• Appointment: This activity type allows sales representatives to schedule a meeting with the customer, such as a demo, presentation, or negotiation. The appointment can be created in the calendar of the sales representative and the customer, and can be synced with Microsoft Outlook or Google Calendar.
• Email: This activity type allows sales representatives to send an email to the customer, such as a follow-up, proposal, or quotation. The email can be composed using predefined templates or custom text, and can be tracked for open and click rates.
• Update Field: This activity type allows sales representatives to update a field in the opportunity, such as the sales phase, probability, or expected close date. The update field activity can help sales representatives to keep their opportunities up to date and accurate.
• Survey: This activity type is not available for Playbooks for Opportunities. Surveys are used to collect feedback from customers or prospects, and can be created using the fine-tuning activity Configure Surveys. Surveys can be sent to customers or prospects via email, SMS, or web link, and can be analyzed using the Survey Dashboard app.
• Call List: This activity type is not available for Playbooks for Opportunities. Call Lists are used to manage outbound calls to customers or prospects, and can be created using the fine-tuning activity Configure Call Lists. Call Lists can help sales representatives to prioritize and track their calls, and can be integrated with SAP Contact Center or third-party telephony systems.

References = Using Guided Selling to Work with Opportunities, Enhance Sales Effectiveness with Guided Selling in SAP Sales Cloud Version 2 - Webcast

As a Sales Manager, when you create multiple Playbooks for Opportunities based on existing Account IDs and Expected Revenue, you would find the Playbooks applied for the newly created Opportunity in the Overview section. The opportunities in this Playbook are assigned based on the expected revenue being greater than 100.000 USD. As a result, any newly created Opportunity associated with an expected revenue greater than 100.000 USD will automatically receive suggestions from the Playbook

When configuring KPI Definitions in SAP Sales Cloud Version 2, you can group your aggregated totals by different dimensions, such as forecast category, expected value, sales unit, sales employee, etc. You can also choose to display the cumulative sum across forecast categories, which shows the total amount of all forecast categories up to the selected one. For example, if you select the forecast category “Commit”, the cumulative sum will include the amounts from “Closed Won”, “Best Case”, and “Commit”. Alternatively, you can choose to display the sum by forecast category, which shows the amount of each forecast category separately. For example, if you select the forecast category “Commit”, the sum will only include the amount from “Commit”. References = SAP Sales Cloud Version 2 Solution Guide, page 72-73; Sales Cloud KPIs – Visits Conversion Rate 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.

As an Administrator, you can unlock the respective User and reset the password by following these steps:

• Go to the Administrator work center and select the Users view.
• Search for the locked User and select the Edit button.
• In the General tab, uncheck the Locked checkbox and enter a new password in the Password and Confirm Password fields.
• Save the changes and inform the User about the new password. References = Security Guide for SAP Sales Cloud Version 2, page 24. SAP Sales Cloud Version 2 | SAP Help Portal, section Users.