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📚 Check out my Tutorial Series for Custom Objects: Part 1: Building a Custom Object | Part 2: Custom Frontend with AI

SSv2 - Extensibility Workshop

Welcome to your first journey in creating side-by-side extensions for SAP Sales and Service Cloud Version 2 as a pro code developer! This guide will provide step-by-step instructions accompanied by live sessions, allowing you to get started with V2 development. After completing these steps, you’ll be able to develop:

  • Basic applications embedded via mashup and generated with AI
  • Microservices with small cloud functions with custom business logic
  • Microservices with small cloud functions to extend the customer 360 with third-party data

This is really a beginners training to provide you with the very fundamentals. There is no rocket science here. :)

A little bit more advanced is my Step by Step Video Guide for Custom Services where I show all steps to create a CAP backend connected to a Hana DB which are used to feed the frontend of a new Custom Object in SAP Sales and Service Cloud V2.

Note: For beginners it is recommended to start with part 1 and not directly jump to any later chapter.

Hint: My advise is to right-click and open all links below in a new tab so that you do not navigate away from the documentation. ;)

📺Video Tutorial If you prefer to watch a video instead of following the instructions below, I recorded every single step in this video: Video Tutorial - SSv2 Extensibility Workshop

Pre-requisites:

  • You should have admin access to a SAP Sales and Service Cloud Version 2 system.

After you completed this guide you will have created and learned the following:

Table of Contents

Part 1: Deploying a Basic Website to BTP

In the first part we will deploy a very basic website to BTP which "symbolizes" a powerful side-by-side application.

Steps:

  1. Create a BTP Trial Account:
  • Create your own BTP Trial, choose your data center, wait a bit and login.
  1. Prepare Your Local Environment:
  • Download the entire repository as a ZIP file and copy it to a location of choice on your computer (we will work from now on all the time with those files and folders)
    • The zip file contains: a pdf with the training overview and 3 folders with sample code which we will use as part of this training (it will also contain the images and read.me but those are not relevant in the next steps)

  1. Unpack the ZIP File:
  • Unpack the ZIP file on your computer.
  1. Edit Manifest File:
  • Open the folder “btp-website” and edit the “manifest.yaml” by adding your own initials (instead of "-JL") in this line "- name: my-web-page-JL". We do this so that we have a unique name across this BTP domain. Later this will be the base for our generated web domain.
  1. Install Cloud Foundry CLI:
  • Download and install the Cloud Foundry Command Line Tool suitable for your OS.
  1. Command Line Setup:
  • Open the command line (cmd for Windows or terminal for Mac) and navigate to the folder using the command cd.
  • i.e.: cd C:\btp extensions\btp-website
  1. Deploy to BTP:
  • Login using cf login, provide the necessary details (see below), and deploy your site using cf push.
  • The api endpoint you find in your btp sub-account in the overview under "Cloud Foundry Enviroment", e-mail and password are the credentials you use for your btp trial (for SAP users, it is the SAP-All).

Until the cf push it should look similar to this:

After the cf push you will see the link under which your new website will be available, this you should copy for the next step.

  1. Test your first web site on BTP
  • After 'cf push' is finished, you will get a link and if you copy this into the browser you see your very first web-site deployed to BTP! This you could now already embedd as a mashup in SSv2.
  1. Create AI-Generated Content:
  • Now let's improve this very simple HTML page a little bit using any AI of your choice.
  • Use any LLM AI platform to create a website and replace the HTML content of your site. If you work at SAP, I recommend you using the AI Launchpad.
  • i.e.: You can just prompt something like:

    Create a website that shows a sample SWOT analysis for a large company from an account managers perspective. Make every quadrant of the SWOT Analysis with a different color. Also add a list of goals to be achieved with this account in the future. Add matching Unicode icons to the different goals. Everything should be included in a single HMTL page."

  1. Edit the index.htm
  • Open your index.htm file with a texteditor that shows you the source code, copy the text from your AI answer starting with and ending with and overwrite everything that is currently in your index.htm.
  1. Deploy Updated Website:
  • Execute cf push again to update your website on BTP. Then test again with the provided link and you should see a wonderful AI generated website running on BTP.

In my last test with the LLM Mistral the generated website looked like below. Not very pretty, still static but for the effort we spend quite nice.

Part 2: Deploying a Microservice with Cloud Functions

Note: If you directly jumped here, there are a few pre-required steps described in part 1 like getting your BTP access, downloading the github repository as a ZIP file to your local computer and installing the cloud foundry command line tool.

Now that you know how to deploy applications to the BTP Cloud Foundry environment, follow these steps to create one microservice with two cloud functions.

  • The first cloud function will have a "custom business logic" which can be called via an autoflow on save
  • The second cloud function will contain the data stream necessary to feed the "custom key metrics" on the account overview
  1. Edit Your Manifest File:
  • Open the "btp-microservice" folder and edit the "manifest.yaml" file. This time you need to change a few things: add again your initials after the name, add your user, pw and SSv2 tenant url to the file

These attributes need to be adjusted by you:

  1. Deploy Microservice:
  • Open the command line, use cd to navigate to the folder and deploy your microservice with cf push. Copy the hostname of your application for the next step. Just that you know, the magic happens in the app.js file where we have defined two cloud functions (endpoints). One is called /onCreateSubCase and the other one is called /customPieChart. We will connect those two in the next step to our SAP Sales and Service Cloud Version 2.

After the cf push you should see a screen similar to this.

  1. Configure in Sales & Service Cloud:
  • Follow live instructions or refer to my how-to video starting with minute 6:25.
    • In short: For "custom logic" part: Go to Admin Settings, create a new communication system with your service url and an outbound configuration, create an autoflow, specifiy a condition and add an event notification to it where you provide the /onCreateSubCase as the path. Save and activate the autoflow.
    • In short: For the “custom key metrics” part: Go to Admin Settings, create a custom key metric, select the above created communication system and provide the /customPieChart endpoint of your microservice as a path.

After you have done the above steps you can test both functions. The custom logic happens when you create a new case and will automatically create a sub-case. The custom pie chart will be visible in your account overview.

Part 3: Deploying the Mashup-Sample Website

Note: If you directly jumped here, there are a few pre-required steps described in part 1 like getting your BTP access, downloading the github repository as a ZIP file to your local computer and installing the cloud foundry command line tool.

You find also again detailed in structions in my how-to video starting with minute 11:15.

The mashup-sample website contains a few nice tipps and tricks what you can do to make your side-by-side applications nicer. It only works properly if you also embedd it as a mashup.

  1. Edit Your Manifest File:
  • Open the "btp-mashup-sample" folder and edit the "manifest.yaml" file by adding your own initials (instead of "-JL") in this line - name: my-mashup-sample-JL.
  1. Prepare and Deploy:
  • Use cd to navigate to the folder “btp-mashup-sample” and deploy using cf push.
  1. Configure Mashup:
  • Create a new mashup, add the URL given after the deployment and add two mashup parameters "param1" and "param2".
  1. Binding Parameters:
  • You can either bind system variables in the mashup configuration (like logged user) or object variables during the UI adaptation (like account ID).
  • Assumption: You know how to create new tabs in the adaptation mode and add mashups there.

Additional Resources

We plan to add in the future more usefull ressources regarding the upcoming "custom services feature" and also on how to develop full CAP applications which is the recommended way to build side-by-side applications.

🚀 Extensions - Wanna Know More?

Are you interested how you can extend SAP Sales and Service Cloud Version 2? I cover each recommended possibility from in-app to pro-code in my videos and hands-on tutorials!

The videos show you step-by-step how to do it and not only the "finished" extensions and the tutorials complement those by giving you each single step in order to try it out yourself or to use it for a hands-on workshop! All you need is the curiosity to learn something new 😊

Topics:

New to SAP Sales and Service Cloud Version 2? - check out this video microsite where I show many of the solution capabilities but also some more tech deep dives in short, hands-on and non-marketing videos :)

New to SAP Sales and Service Cloud Version 2? - check out this video microsite where I show many of the solution capabilities but also some more tech deep dives in short, hands-on and non-marketing videos :)

Contact

Jens Limbach @ SAP :)

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