SAP C4C - Functional Training (for Beginners)

Explore how cloud features deliver cost efficiency, affordability, scalability, and flexible subscriptions; enable social media integration, collaboration, mobility, omnichannel consistency, and actionable insights for data driven CRM success.

Explore the SAP C4C cloud user interface with the left navigation, work centers, object work lists, quick view, and thing inspector tabs, plus fast type search, sorting, filtering, and exports.

Explore SAP C4C productivity features by marking items as favorites or flags, following items, posting updates, and tagging accounts to quickly access and track key customers.

Begin SAP C4C provisioning by reviewing the welcome email for your tenant url, initial user, and password, then change the password and learn about tenant basics and support options.

Configure SAP cloud for customer via the business configuration work center to set project scope, select countries, and define scoping elements including sales, activity, and territory management.

Navigate the questions step in SAP C4C, linking scoping elements to territory management and SAP s four Hana system, with pre-selected answers that generate the executive summary.

Fine-tune activities by defining the project scope and questions to generate a refined list. Configure service tickets, distribution channels, divisions, and document types within business configuration.

Explore how the organization model in C4C structures master data, including org units and employee assignments, to support approvals, reporting, access restrictions, and region-based work distribution.

Learn the organization model building blocks, including org units and functions such as company, sales org, and service org; assign employees and managers and set reporting lines for workflows.

Explore how to set up the organizational model in SAP C4C, create org units and sub units, map functions and employees, and scope the master organizational model in business configuration.

C4C defines three user types—business, technical, and support—covering interactive logins with password policies, non-interactive integrations, and incident access via a cloud access tool.

Learn how SAP C4C encapsulates access with work centers and views tied to business roles, then to business users, and why a business rule approach aids governance.

Create a new employee, assign a business role with specific work center views, and propagate access to the user while managing activation status and segregation of duties.

This unit outlines recommended IT and business roles for the C4C tenant, including studio developers, configuration and security consultants, basis, and tenant administrator, aligned with work centers and views.

Explore SAP C4C workflows and how they automate business processes with actions, conditions, and multi-step approvals, including notifications, emails, and data updates.

Explore SAP C4C workflows by creating workflow rules in the administrator work center, and learn timing options such as on create, on every save, or scheduled checks for completion overdue.

Configure workflow conditions for tickets using groups and and/or logic to target not completed status and email source, and prepare for actions in the next unit.

Explore how to automate service tickets by selecting actions in workflows, such as escalate, create activity tasks, or send emails, with field updates and review steps.

Explore user-level settings in SAP cloud for customer, including my settings, background image, and email options, time zone, date and number formats, language, and personalization controls.

Explore company wide settings and branding options in SAP C4C, including per business role settings, user personalization, adapter downloads, and themes like Belize and Saphira.

Explore how users personalize SAP C4C views by showing or hiding UI elements, rearranging, and sorting. Changes are saved implicitly when ending personalization.

Master and page layouts enable adaptation in CRM on Prem World by configuring field visibility, editability, and language options, then assign layouts per business role.

Explore how code list restrictions control dropdown values by configuring the ABC classification on accounts, then apply rules to show only selected values for a given business rule.

Organize queries in sap c4c by saving custom views like Denver accounts, using advanced filters, and managing defaults, disabling, and adaptation mode options.

Explore how C4C embeds analytics for reporting, KPIs, and dashboards; empower business users to create insights, share via email, or export to Excel, without a separate bw layer.

Explore access restrictions in SAP C4C analytics, covering report and data visibility by work center and role, and configure admin analytics settings for realistic data and access control.

Explore data sources, key figures, characteristics, reports, and KPIs in SAP C4C, visualizing sales pipelines and service metrics like open incidents through dashboards.

Explore how to visualize data using reports in business analytics, leveraging data sources, key figures, KPIs, and access restrictions to tailor views for specific business roles.

Learn to create a report in SAP C4C using guided navigation, selecting a standard data source for tickets and interactions, choosing key figures and characteristics, and configuring variables.

Design data sources in sap c4c by creating joined and combined sources, mapping characteristics from multiple data sources, and using inner and left outer joins to power reports.

Explore data workbench in C4C to export, update in bulk, and import data via csv or excel, using monitor and upsert for standard and custom objects.