SAP Cloud for Customer Mobile Apps
PUBLIC SAP Cloud for Customer Document Version: CLOUD ? 2024-05-30
SAP Cloud for Customer Mobile Apps
THE BEST RUN
? 2024 SAP SE or an SAP affiliate company. All rights reserved.
Content
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About Mobile Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
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Extended Apps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
2.1 Mobile Device Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Minimum Network Requirements for Mobile Devices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6
Mobile Device Performance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
SAP Cloud for Customer Applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
2.2 Features Supported by Platform. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
2.3 Download and Install App. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
Single Sign-on. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Proxy Settings in Android. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Proxy Settings in Windows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
2.4 Mobile App Updates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
2.5 Emergency Corrections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
2.6 What's Supported and What's Not. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Limitations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
2.7 Offline Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Offline Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
FAQs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Troubleshooting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
2.8 Offline Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Sales Orders Offline. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Sales Quotes Offline. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Visits Offline. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Activities Offline. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .72
Promotions Offline. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Collections Offline. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Opportunities Offline. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Accounts Offline. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Contacts Offline. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Leads Offline. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
2.9 Settings, Security, and Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134
Advanced Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134
Mobile Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
Smartphone Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
Working with Android Permissions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
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SAP Cloud for Customer Mobile Apps Content
Managed App Configuration support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143 Defining External iOS/Android/ Windows App Navigation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145 Security. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .147 Report a Case. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .147 Impact of Network Switch. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148 In-App Auto Updates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148 App Version Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148 2.10 How-to's. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .152 Export to Microsoft Excel for Android (Samsung tablet) and iPad . . . . . . . . . . . . . . . . . . . . . . . 152 Upload Files from iCloud. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153 Work with Attachments in Offline. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153 Work With Maps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154 Open URLs in the App Instead of the Browser. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156 Action Buttons in Push Notification not Working. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156 Set-up Face ID in iOS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156 Receive Push Notification for Workflow Rules( iOS and Android). . . . . . . . . . . . . . . . . . . . . . . . 157 Upload a Large Number of Images as Attachments (iOS). . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157 Use One-Click Dial-in for Phone Links With Extensions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157 Upload Multiple Photo Attachments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .158 Calling and Messaging from Various Applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159 2.11 Conversational Sales Assistant. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159 Scope and Configure Sales Assistant. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163 2.12 Privacy Policy - SAP Cloud for Customer Mobile Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
SAP Cloud for Customer Mobile Apps Content
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1 About Mobile Options
Learn how to use the solution features and capabilities on the go, on mobile devices.
Each of the categories of devices are described for you choose from the respective stores. The different mobile product offerings are:
? SAP Cloud for Customer for iPad ? SAP Cloud for Customer for Android ? SAP Cloud for Customer for Windows Tablet
Note
For a business user to use SAP Cloud for Customer mobile version, they must have a valid license of the solution and login credentials. As an administrator, you will need to enable mobile services as the data and business processes available on the app, depend on the business user's role in the back-end system.
Mobile edition leverages responsive UI technology to provide the same experience across different devices and platforms. You can access the main functions of the solution anytime, anywhere and on any device. You enjoy the same feature function level across platforms and devices, including access to device capabilities with minimal configuration and mobile-only effort.
You can also work in the offline mode to add, modify, or delete items. All changes made on your device are either queued or automatically updated in the system over the Internet in real time.
SAP Cloud for Customer provides you with instant access to the solution data from a phone or tablet. Here are some of the reasons to consider the app.
? Mobile edition is included with the solution license. ? Plug-and-play app that just requires download from the App Store and you are ready to go. ? Offline capability to add, modify, or delete items in offline mode, that are saved locally and synchronized,
when you connect to the network.
? Compact, configurable layout of content and the intuitive user experience. ? Easy drilldown into data points or document to gain a 360 degree view. ? Integrated device functions with the ability to access native capabilities such as camera for scanning
business cards and bar codes on the fly.
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SAP Cloud for Customer Mobile Apps About Mobile Options
2 Extended Apps
Graphical navigation for SAP Cloud for Customer mobile apps.
? Features Supported by Platform [page 8] ? Mobile Device Requirements [page 6] ? Download and Install App [page 10] ? What's Supported and What's Not [page 16] ? Offline Mode [page 26] ? Offline Features [page 43] ? Settings, Security, and Support [page 134] ? How-to's [page 152]
SAP Cloud for Customer Mobile Apps Extended Apps
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