SAP C4C Sales - Prospect to Account creation in C4C itself (With Approval)

[Former Member]

Dear Team,

As per our current business requirement our C4C is standalone and want to create Prospect and convert to Account (Sold To) with approval process. Means if the sales rep create a prospect and this need to be sent for sales Manager validation through workflow email notification. After Sales manager Approval there could be one more approval (Finance team or Account Management team) and after all approval the sales rep can able to convert this prospect to Account within C4C.

Can anyone please share your ideas or any SAP best practice documents.

Thanks in advance.

Regards,

Murugesan.

[ankurgodre · Accepted solution]

Hello Murugesan,

You will have to take the approach of Custom development using SDK combined with ADAPTATION, like page layout and business rules and field properties.

Design the process you want, like if a user wants to convert a Prospect to a Customer, there should be a custom field that can capture the conversion status and this field can drive field properties and trigger approval.

Approval can be done using workflow rules and if you need a Custom logic, that custom logic can also be used in workflow rules to trigger emails for approval.Based on the status of approval, the field for Prospect/Approval flag can be either auto updated (try using Field change rule in workflow) or you can have a custom code run via SDK to perform some action.

The important thing is you first should put down a process flow design, validations, actions, triggers, field properties and their behavior - once you do this, you should see how much of this can be accomplished using standard functionality like workflow rules, field properties and business rules and what will need custom code using SDK.

(You will need a SDK developer for this and also someone who can help you design the end to end process as mentioned above)

Hope this helps.

BR

Ankur