Illustration
Serhii Kozub
Consultant SAP CX

Creating a Custom Solution for Mass Task Duplication in SAP Sales Cloud Using SAP BTP and SAP Build Apps

Application Goal and Reason for Choosing SAP BTP

The goal of this solution is to improve task management efficiency in SAP Sales Cloud by enabling managers to duplicate tasks for multiple subordinates simultaneously. Currently, users need to create individual tasks for each subordinate, which is time-consuming and increases the risk of assignment errors.
To address this, we developed a new interface that allows managers to view their subordinates based on the organizational structure and quickly duplicate tasks. The manager gets a hierarchical list of their subordinates and can select those for whom the tasks should be duplicated.
This solution ensures that new tasks are automatically linked to the original one, with their progress displayed in the Follow-Up Items section for easy tracking. Additionally, it creates a connection between the original task and the newly created ones, enabling managers to monitor all related tasks and their progress in one window. With this business process, a manager can create a task for themselves, duplicate it for selected employees, and track the completion of these tasks within the same document.

Standard Functionality Limitations and Justification for Using SAP BTP

Tools like Sales Campaign and Activity Planner in SAP Sales Cloud partially meet our needs but do not allow simultaneous duplication of individual tasks for multiple subordinates with a direct link to the original task.
Given this limitation, we decided to leverage SAP Business Technology Platform (BTP) and SAP Build Apps to develop a custom solution. This approach aligns with SAP’s "Clean Core" philosophy—minimizing customization of standard functions and extending system capabilities through SAP BTP. It ensures system stability and reliability while providing the necessary flexibility and scalability.  

Why We Chose SAP Build Apps

SAP Build Apps is a low-code platform that allows application development with minimal coding. Key advantages:
• Integration with SAP APIs: The app interacts with SAP Sales Cloud, S/4HANA, and other systems via OData and REST APIs.
• Accelerated Development: Visual tools and pre-built components speed up application creation.
• Cost Efficiency: The low-code approach reduces development costs.
• Flexibility and Scalability: The app can adapt to evolving business needs.
• Integration with SAP Work Zone: Provides easy access to apps through a single entry point.

Technical Implementation 

Illustration

SAP Build Apps Logic

During authorization, the app retrieves TaskID and ProcessorID parameters from SAP Sales Cloud via HTML Mashup. These parameters are used to identify the current document and the user’s team hierarchy.
The team hierarchy is determined based on the organizational structure.
The manager selects the relevant employees and clicks Duplicate, triggering a POST request to SAP Sales Cloud to create tasks for the selected employees.
The new tasks are automatically linked to the original and displayed in the Follow-Up Items section, enabling the manager to track their progress.

Configuration and Integration with SAP BTP and SAP Sales Cloud

1. Connecting the SAP Sales Cloud OData Service• Create a Communication System and Communication Arrangement in SAP Sales Cloud to activate the OData API.• Configure the connection to the OData service in SAP BTP under Destinations, specifying the URL, authentication methods, and access permissions.

Illustration

2. Integration with SAP Build Apps• Connect the OData service to SAP Build Apps and configure API calls to retrieve and send data.• The app retrieves task and employee data and sends POST requests to create new tasks.

Illustration

3. HTML Mashup Configuration in SAP Sales Cloud
• Create an HTML Mashup in SAP Sales Cloud and add it to the task object.
• The Mashup passes the current task ID and user data to SAP Build Apps, ensuring proper execution of processes.

Illustration

Challenges Faced

We encountered challenges at every stage but overcame them confidently:• SSO Authorization: Ensuring seamless integration between systems and convenient user access.• Deployment: Maintaining application stability and performance during deployment.Additional resources on the described processes:Creating Custom Business Object with Logic The Best Way to Subscribe to SAP Build Apps Through a BTP Booster Configuring Identity Authentication

Results and Conclusion

Using SAP BTP and SAP Build Apps, we developed an effective custom solution for mass task duplication:• User-Friendly Interface: Managers can quickly duplicate tasks for subordinates.• Seamless Integration: Through HTML Mashup and OData with SAP Sales Cloud.• Task Tracking: All new tasks are automatically linked to the original and displayed in Follow-Up Items.• Flexibility and Scalability: The app can adapt to evolving business needs.This project not only solved the client’s issue but also demonstrated the advantages of SAP BTP for custom development. With the support of an active community and available resources like SAP Help Portal and SAP Community, mastering new technologies becomes much easier and more efficient.

Made with