As part of the integration with In Mind Cloud Digital Sales Platform (DSP), the followings set ups within C4C are necessary:
- Setting up the HTML mashup or URL mashup to define the point of entry to DSP, based on customer’s requirements.
- Activating web services
- Downloading the Keystore file and uploading it to DSP
- Embedding the DSP Application inside Account/Opportunity/Quote
Setting up in C4C to export Account to DSP
To create the HTML mashup for the Account, the following URL is needed to export the Account to DSP.
- URL
- Select With Port Binding as Port Binding Type
- Select Port Binding
- Choose Additional Account Information as Port Binding
- Choose Account Internal ID as Import Field
- Choose Account Details as Screens
- Give a Mashup Name (For example, DSP Account)
- Under the Configuration Information
- Place URL and replace the domain with the customer’s DSP URI
- Set the Height
- Click Extract Parameters
- Change accountID parameter not to use Constant
- Select AccountInternalID
- Once all are done, click Preview to see the login page of DSP
- Click Activate
- Click Save and Close
Setting up in C4C to export Opportunity to DSP
To create the HTML mashup for the Opportunity, the following URL is needed to export the Opportunity to DSP.
- URL:
- Select With Port Binding as Port Binding Type
- Select Port Binding
- Choose Opportunity Info as Port Binding
- Choose OpportunityID as Import Field
- Choose Opportunities Details as Screens
- Click OK
- Once all are done, click Preview to see the login page of DSP
- Click Activate
- Click Save and Close
Setting up in C4C to export Quote to DSP
To create the HTML mashup for the Quote export to DSP, the following URL is needed to export the Account to DSP, where you can then set uiModeEmbedded=true if you want to show the DSP view inside the C4C.
- URL
- Select With Port Binding as Port Binding Type
- Select Port Binding
- Select Quote Services as Port Name
- Select Object ID as Import Field
- Select Sales Quotes Details as Screens
- Give a Mashup Name (For example, Cloud C P Q Express)
- Under the Configuration Information
- Select URL as Type
- Put the above URL
- Set the Height as 1024
- Click Extract Parameters
- Change quoteID parameter not to use Constant value
- Select ObjectID
- Once all are done, click Preview to see the login page of DSP
- Click Activate
- Click Save and Close
The image below shows Quote Integration Mashup: Port Binding.
The image below shows Quote Integration Mashup: Configuration Information.
Once the mashup authoring is done, the Account, Opportunity, and Quote pages can be personalised. HTML Mashup can be an embedded DSP component inside the Account details view, Opportunity details view, or Quote details view of C4C.
Activating the web services in C4C
Before activating the web services, it is necessary to create one Communication System which will create a technical user that can be used to access web services.
- Go to 'Administrator' -> 'General Settings -> 'Integration' -> 'Communication Systems'
- Enter the ID (Example DSP)
- Set No as SAP Business Suite
- Enter https://www.inmindcloud.com/ as Host Name
- Set Internet as System Access Type
- Enter the other information such as First Name, Last Name, Email, Phone, etc
- Set to Active
- Click Save and Close
The next step is to add a communication arrangement to the above communication system. The DSP will consume the following web services from C4C:
- Query Accounts
- Query Contacts
- Query Opportunities
- Sales Quote Integration
- Manage Sales Quote In
- Query Sales Quote In
- Query Materials
- Query Code Lists
- Query Employee
- Query Business Partners
- Query Organizational Unit
- Query Object Identifier Mapping
The communication arrangements can be configured under
'Administrator' -> 'General Settings' -> 'Communication Arrangements'.
- Click New
- Select one Communication Scenario (Example Query Code Lists)
- Click Next to define Business Data
- Select the System Instance ID (This is the System Instance ID that was assigned above)
- Click Next to Define Technical Data
- Select the Direct Connection as Communication Method
- Select Yes as Inbound Communication Enabled
- Select Web Service as Application Protocol
- Select SSL Client Certificate as Authentication Method
- Take note of the User ID (_MX, which was automatically created, and later this User ID will be used to generate the key store file to upload to DSP).
- Click Check Completeness to see if the definition is complete
- Click Next to Review
- Review the communication arrangement
- Click Finish
- Refresh the Page and the Query Code Lists has been added to Communication Partner DSP.
- Continue the same steps for other web services used by DSP, except for the web service Sales Quote Integration which is pre-delivered by SAP.
- If you cannot see it, please follow the SAP documentation to enable the integration in the Implementation Project Scoping: https://help.sap.com/docs/SAP_CLOUD_FOR_CUSTOMER/97f5b6f7272b4501b99c693e53bd8474/10ee2baab20a4fcf800200da79335593.html
Downloading C4C Keystore Files
It is important to check the certificate of web services in C4C used in DSP regularly.
Currently, DSP needs the following two certificates to be installed inside the Keystore folder of CMIS to import, export, and synchronize the Account, Opportunity, and Quote.
- Query_Opportunity_Imported
- This is used to import Account, Opportunity, and Quote from DSP.
- Manage_Quote_Imported
- This is used to export the quote back to the C4C from DSP.
Downloading C4C Keystore Files for Query_Opportunity_Imported
The following section will explain how to generate the above Keystore file for Query_Opportunity_Imported from C4C which will be mostly used for most of the web services communication except for the web service Sales Quote Integration which needs another key store file.
- Go to 'Administrator' -> 'General Settings' -> 'Communication Arrangements'
- Select one of the Communication Scenario setups for DSP (Example Query Code Lists)
- Click Edit
- Select Technical Data Tab
- Click Edit Credentials
- Click Certification
- Enter the Password (Take note of this password as this needs to used in the application.properties file inside DSP)
- Click OK to download the Keystore file for Query_Opportunity_Imported
- Click Save and Reactivate
The image below refers to defining the password for Keystore.
The image below shows the Keystore file information.
- Go to the file location where the downloaded file are kept
- Rename the Download.p12 to Query_Opportunity_Imported.p12
- Upload this file to DSP under the following folder
- 'Content Management' -> 'root' -> 'Keystore' ->'Query_Opportunity_Imported.p12'
Note: Take note of the "Valid To" as it needs to regenerate the Keystore file by removing the certificate and following the same steps if expired or for any security reason.
Embedding the HTML Mashup in Account/Opportunity/Quote Details View
- Navigate to the screen where the DSP Application will be embedded
- Select User Profile -> Start Adaptation
- Click Pencil icon on top tabs to see as shown below
- Click Add Tab
- Enter Title of Tab (For example, MX)
- Enter Section Title (Account)
- Click Apply
- Select the DSP menu from the drop down or scroll to the right
- Click Add and Select Mashup
- Select the HTML Mashup that was configured to integrate with DSP Account using URL (Refer to 'Setting Up in C4C to export Account to DSP' for additional information)
- Select the Full Width
- Set 90% as Height
- Click Apply
- Select User Profile and Click End Adaptation to complete the task
This similar setup can be done for other details view such as Opportunity and Quote as well by just selecting the right HTML mashup that was configured to integrate with DSP.
For additional information, please also refer to:
https://help.sap.com/viewer/32be769e59aa4d7fa4a9ae7241a900d0/2002/en-US/98b729dd6d8e1014821a8a1b078819be.html
How to add Extension Fields and create WSDL that include these fields?
In 1602, the following custom fields are customized in C4C and enable them to include in the web services.
- CPQQuoteStatus
- CPQQuoteDiscount
- CPQSalesItemDiscount
To add the extension field, you need to be in the adaptation mode. Please follow the steps below to change into adaptation mode.
- Open the one of the Quote in C4C
- Click Enter Adaptation Mode under User Profile Menu
Once the adaptation mode is on, click edit screen.
Adding the CPQQuoteStatus Field
- Click Overview Tab
- Select the pencil icon under it
- Select Header on the left panel
- Click Add Field
- Click Create Fields
- Choose Sales Quote – General Information as Business Context
- Enter CPQQuoteStatus as the Technical Name
- Select Text as Type
- Select Short Text (40) as Sub Type
- Enter Label to display as tooltip
- Click Save and Close
Once the new extension fields are added to the UI, it still needs to add those new extension fields to be included in web service responses.
To make the CPQQuoteStatus field to be inside the web service,
- Select one of the Quote
- Set the Adaptation Mode in C4C
- Select Overview Tab
- Select the pencil icon to select Header
- Select CPQ Quote Status
- Set the following property
- Hide
- Set as Mandatory
- Set as Read-Only
- Set as Visible
- Click Edit to edit the CPQ Quote Status Field
- Select the Services tab
- Click Edit
- Check Field Added to the following service description
- Sales Quote – General Information
- Sales Quote – General Information
- Click Save
Adding the CPQQuoteDiscount Field
- Click Overview Tab
- Select the pencil icon under it
- Select Header on the left panel
- Click Add Field
- Click Create Fields
- Choose Sales Quote – General Information as Business Context
- Enter CPQQuoteDiscount as Technical Name
- Select Decimal Number as Type
- Define 3 as Length and 2 as Decimal Places
- Enter Label to display as tooltip
- Click Save and Close
Once the new extension fields are added to the UI, it still needs to add those new extension fields to be included in web service responses.
To make the CPQQuoteDiscount field to be inside the web service, do the following:
- Select one of the Quote
- Set the Adaptation Mode in C4C
- Select Overview Tab
- Select the pencil icon to select Header
- Select CPQ Quote Discount
- Set the following property
- Hide
- Set as Mandatory
- Set as Read-Only
- Set as Visible
- Click Edit to edit the CPQ Quote Discount Field
- Select the Services tab
- Click Edit
- Check Field Added to the following service description
- Sales Quote – General Information
- Sales Quote – General Information
- Click Save
Adding the CPQLineItemDiscount Field
- Click Products Tab
- Select the pencil icon under it
- Click Add Field
- Click Create Fields
- Choose Sales Quote – Item as Business Context
- Enter CPQLineItemDiscount as Technical Name
- Select Decimal Number as Type
- Define 3 as Length and 2 as Decimal Places
- Enter Label to display as tooltip
- Click Save and Close
To make the CPQLineItemDiscount extension field to be inside the web service,
- Select one of the Quote
- Select Products Tab
- Set the Adaptation Mode in C4C
- Select the pencil icon
- Select CPQ LineItem Discount
- Set the following property
- Hide
- Set as Visible
- Set as Read-Only
- Click Edit to edit the CPQ Line Item Discount Field
- Select the Services tab
- Click Edit
- Check Field Added to the following service description
- Sales Quote – Item
- Sales Quote – Item
- Click Save
Click End Adaptation under User Profile if all the extension fields supported by DSP has been configured completely.
How to show Line-Item Price in C4C (for External Quote)?
When a quote is created inside DSP and exported to CFC, that quote is considered an external quote within C4C. Therefore, the line-item prices of such quotes in C4C are maintained under adjusted item price and adjusted item value.
Assign and Update Owner Field
For seamless integration, when the Owner is assigned or deleted in SAP Sales Cloud after quote creation, the field is automatically updated in IMC to reflect the changes. This ensures that the information stays synchronized between both systems, providing real-time updates for a streamlined and consistent experience.
When the Owner is assigned or deleted in SAP Sales Cloud after quote creation, the field will then be updated in IMC accordingly.
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