To export an opportunity from C4C to In Mind Cloud Digital Sales Platform (DSP), you can trigger the service via web service menu using the URL Mashup which will bring you to new window or HTML Mashup which will embed the DSP View inside the C4C system. To export HTML Mashup, select the [MX OPPORTUNITY] menu as shown in the image below.
Log in to DSP as shown below if the system was not configured to use SSO
After logging in, the opportunity view with the current opportunity inside C4C will be shown below.
Importing Partners of Opportunity from C4C
The table below shows the list of available partners in C4C and supported partners in DSP:
C4C Partner |
DSP Equivalent |
Quote C4C Import |
Remark/Reason |
---|---|---|---|
SALES_EMPLOYEE_PARTY |
Employee |
Supported |
|
EMPLOYEE_RESPONSIBLE_PARTY |
Employee |
Supported |
|
PROSPECT_PARTY |
Account |
Supported |
|
SALES_UNIT_PARTY |
Not Supported |
Not Supported |
|
SALES_TEAM_PARTY |
Not Supported |
Not Supported |
|
COMPETITOR_PARTY |
Not Supported |
Not Supported |
|
OTHER_PARTY |
Not Supported |
Not Supported |
|
The following setting is defined in application schema and is used to enable the synchronization of partners from imported opportunity. To change the setting,
- Go to Administration -> Setting Boolean
- Search for SettingSyncPartnerOpportunityEnabled
- Set Setting Value Boolean to be Yes
Importing Opportunity with Custom Field from C4C
With Release20/11, DSP supports to import the custom fields to the following SUBJECT_TYPE within an Opportunity dataset.
- Opportunity
Importing Opportunity Header Custom Field from C4C
For Opportunity header custom field mapping, it needs to set the following properties where MX_GRAPH_TYPE_URI, MX_SUBJECT_TYPE_URI and CFC_XPATH are fixed.
FIELD NAME |
FIELD VALUE or EXPLANATION |
FIXED |
---|---|---|
MX_GRAPH_TYPE_URI |
http://www.inmindcloud.com/application/schema.owl#Opportunity |
Yes |
MX_SUBJECT_TYPE_URI |
http://www.inmindcloud.com/application/schema.owl#Opportunity |
Yes |
MX_FIELD_URI |
The DSP field URI is the one that was customized inside the application-schema-ext.owl having the domain as Opportunity. The following is an example URI. http://www.inmindcloud.com/application/application-schema-ext.owl#zOpportunityXxxXxxXxx |
No |
CFC_FIELD_NAME |
The C4C field name is the one that was created in C4C. The following is an example field name. It must start the prefix. a00:zOpportunityXxxXxx |
No |
CFC_FIELD_NAME_SPACE |
The name space of the custom field. The following is an example namespace used for custom field. http://sap.com/xi/AP/CustomerExtension/BYD/A0014 |
No |
CFC_XPATH |
//Opportunity |
Yes |