System Setup in SAP Sales Cloud (C4C) – In Mind Cloud

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
- https://xxx.xxx.com/iss/?entryPoint=CFC&action=importAccount&accountID=#######&uiModeEmbedded=true
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:
- https://xxx.xxx.com/iss/?entryPoint=CFC&action=importOpportunity&opportunityID=OpportunityID&uiModeEmbedded=true
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
- https://xxx.xxx.com/iss/?entryPoint=CFC&action=importQuoteLight&quoteID=ObjectID&uiModeEmbedded=true
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.