Adding Demandbase to your Account and Contact page views is simple. Follow the detailed instructions below to customize your SAP CRM instance.
As an SAP user, you will be using either Silverlight or HTML5 in your SAP CRM. The procedure to configure Demandbase in these two variants is slightly different and this article clearly explains both. However, note that you don't need to download any additional file or package to configure Demandbase in your SAP client. It may be noted that SAP Hybris Sales Cloud is generally referred to the entire suite. Within Sales there is SAP C/4 HANA (C4S - which is cloud/on-demand CRM), Cloud for Customer (C4C), and also includes Cloud for Social, Cloud for Service, Cloud for Marketing. Most often this environment is referred to as C4C.
Prerequisites
Before configuring Demandbase Sales for an account or contact object, you must complete the prerequisites that are required to create a communication channel. For more information, read the article Prerequisites for Configuring Demandbase Sales and SAP C/4 HANA Integration in our Knowledge Base.
Verify in which mode you're currently in - Silverlight or HTML5. To do this, navigate to Adapt -> Company Setting in your SAP session and click the Client tab and click the appropriate links below and follow the instructions to configure Demandbase package:
- Configuring Demandbase for an Account in HTML5 Mode
- Configuring Demandbase for a Contact in HTML5 Mode
- Configuring Demandbase for an Account in Silverlight Mode
- Configuring Demandbase for a Contact in Silverlight Mode
Configuring Demandbase for an Account in HTML5 Mode
To configure the Sales Intelligence CRM view for an Account page within your SAP CRM, perform the steps outlined below.
| Step | Description | Details |
|---|---|---|
| 1 | Replace SAP Org name | Replace XXXXX with your unique org name to open SAP in HTML5 mode. https://myxxxxx.crm.ondemand.com/sap/public/ap/ui/repository/SAP_BYD_UI/HTML5/newclient.html |
| 2 | Log in | Log in to your SAP CRM with your credentials. |
| 3 | Go to Customer Account | Click Customers to view a list of your customer accounts, then click an account. The following screen appears:
|
| 4 | Open an Account | Locate an Account in your SAP C/4 HANA and open it.
|
| 5 | Go to Personalize Section |
Click Personalize, then select Start Personalization.
or, Click Adapt and then select Edit Master Layout.
|
| 6 | Start Personalization | In the Edit mode, click the Grey Bar in the Items Summary section and select the Plus + symbol, as shown in the screen below, then select Add Mashup.
The following screen appears:
Scroll down to the Sales Intelligence for Account(insideview.com) option and select the checkbox. Minimize the Properties window by clicking the minus (-) sign and click Apply. Note: If you want to see the complete Demandbase widget, double-click Mashup and Webservices to display Properties, then check the box adjacent to Full Width. |
| 7 | Go to Adapt | Once changes are completed, go to Personalize> End Personalization.
|
Configuring Demandbase for a Contact in HTML5 Mode
To configure the Sales Intelligence CRM view for a Contact page within your SAP CRM, perform the steps outlined below.
| Step | Description | Details |
|---|---|---|
| 1 | Replace SAP Org name | Replace XXXXX with your unique org name to open SAP in HTML5 mode. https://myxxxxx.crm.ondemand.com/sap/public/ap/ui/repository/SAP_BYD_UI/HTML5/newclient.html |
| 2 | Log in | Log in to your SAP CRM with your credentials. |
| 3 | Go to the Contact page |
Click Customers to view a list of your customer accounts, then select the Contacts tab. The following screen appears:
|
| 4 | Open a Contact |
Locate a Contact in your SAP C/4 HANA and open it.
|
| 4 | Personalize an account |
Click Personalize, then select Start Personalization.
or, Click Adapt and then select Edit Master Layout.
|
| 5 | Start Personalization | This enables Edit mode. Click the + symbol, as shown in the screen below, then select Add Mashup.
The following screen appears:
Scroll down to the Sales Intelligence for Contacts (insideview.com) option and select the checkbox. Minimize the Properties window by clicking the minus (-) sign and click Apply. Note: If you want to see the complete Demandbase widget, double-click Mashup and Webservices to display Properties, then select the check box adjacent to Full Width. |
| 6 | Go to Adapt | Once changes are completed, go to Personalize > End Personalization.
|
Configuring Demandbase for an Account in Silverlight Mode
To configure the Sales Intelligence CRM view for an account within your SAP Sales Cloud, perform the steps outlined below.
| Step | Description | Details |
|---|---|---|
| 1 | Replace the Organization name | Replace XXXXX with your unique org name to enter the SAP Silverlight mode.
Note: If your Administrator has changed the Preferred Client for your organization to HTML in the Company settings tab, then organization name is switched for all users automatically. After that, they can work only in HTML5; they can't switch between Microsoft Silverlight and HTML5. For more information please visit this link :http://help.sap.com/saphelpiis_travelondemand_1405/en/ktp/Products/BYD_ODT/Administration/QG_Intro_Admin_HTML5.html |
| 2 | Log in | Log in to your SAP CRM with your credentials. |
| 3 | Go to Customer Account | Click Customer to view a list of your customer accounts, then click an account. The following screen appears:
|
| 4 | Open an account |
Locate an Account in your SAP C/4 HANA and open it.
|
| 5 | Go to Adapt Section | In the above screen, click Adapt, then select Enter Adaptation Mode, as illustrated below:
Click Yes when the system prompts you for confirmation. The Adapt menu will now display the Edit Screen option. |
| 6 | Start Personalization | Navigate to Adapt -> Edit Screen, then select Mashups and Web Services:
Scroll down to the Sales Intelligence for Accounts option and select the checkbox, as illustrated below.
Click Save. Note: If you want to see the complete Demandbase widget, double-click Mashup and Webservices to display properties, then check the box adjacent to Full Width. |
Configuring Demandbase for a Contact in Silverlight Mode
To configure the Sales Intelligence CRM view for a contact within your SAP C/4 HANA Cloud, perform the steps outlined below.
| Step | Description | Details |
|---|---|---|
| 1 | Replace the Organization name |
Replace XXXXX with your unique org name to enter the SAP Silverlight mode.https://myXXXXXX.crm.ondemand.com/sap/public/ap/ui/repository/SAP_BYD_UI/Runtime/StartPage.html?client_type=sl Note: If your Administrator has changed the Preferred Client for your organization to HTML in the Company settings tab, then the organization name is switched for all users automatically. After that, they can work only in HTML5; they can't switch between Microsoft Silverlight and HTML5. For more information please visit this link:http://help.sap.com/saphelpiis_travelondemand_1405/en/ktp/Products/BYD_ODT/Administration/QG_Intro_Admin_HTML5.html |
| 2 | Log in | Log in to your SAP CRM with your credentials. |
| 3 | Go to Customer Account | Click Customer to view a list of your customer accounts, then select the Contacts tab. The following screen appears:
|
| 4 | Open a contact | Locate a Contact in your SAP C4C and open it, then click Personalize and click the This Screen option as illustrated.
|
| 6 | Start Personalization | In the Tabs section, click the Mashups and Web Services link as illustrated:
Scroll down to the Sales Intelligence for Contacts (insideview.com) option and select the checkbox, as illustrated below.
Click Save. Note: If you want to see the complete Demandbase widget, double-click Mashup, and Webservices to display properties, then check the box adjacent to Full Width. |
Additional Resources