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Introduction: How to Use the Add-In

 

 

Server-Side Integration (“SSI” onwards) brings all power of SAP Cloud or Customer seamlessly into your mailbox, making it easy for you to process data between your e-mail client running on any platform and SAP Cloud for Customer on several intuitive clicks. SSI data handling is performed fully automatically or selectively; the solution excludes the necessity to switch back and forth between applications and data copy-pasting.

 

Note

SSI is not a standalone application, it is an Add-In installed in your MS Outlook App or on the Web version, also available as a Chrome Extension for Gmail. The Sidebar’s look and functions are mostly identical on all platforms

 

After SSI has been installed for you:

  • Server-Side Integration tabs appear in your SAP Cloud for Customer profile. See this article for complete information
  • Several custom categories and/or folders appear in your mail client:
       A. SAP E-Mails for e-mails
       B. SAP Cloud for Customer for calendar items
       C. SAP Contacts, SAP Accounts, SAP Individual Customers for Outlook Contacts
       D. SAP Tasks for Outlook Tasks
  • An SSI icon is added to your MS Outlook Desktop ribbon and MS Outlook on the Web context actions menu. The icon reads “View context of SAP Cloud for Customer”; in Outlook on the Web the SAP icon is available in the actions menu next to a viewed or composed e-mail

 

After you click on the icon in MS Outlook Desktop ribbon, in Outlook on the Web context menu, or in Gmail web interface, you will see SSI Sidebar:

>>> Expand to see how to open SSI Sidebar <<<

Outlook (Desktop) ribbon

Outlook.com / Office.com See this article.

 

Tip

You can “zoom in” the Sidebar to make its text bigger the way you zoom in web pages. To do that, click on the Sidebar, press the Control (Ctrl) button and scroll the mouse wheel up. All Sidebar components will be expanded and slightly re-arranged. To accommodate the expanded controls in the Sidebar’s pane, you can also stretch the Sidebar sideways: hover the cursor over the left-hand edge of the Sidebar so it looks like this ⇼, then hold the left mouse button and stretch the Sidebar leftwards

 

 

1. The Refresh icon. Click this icon to actualize data in the Sidebar after configuration updates
2. Object card’s header; the card is expanded for CRM data reference. To collapse a card, click on the header
3. Basic object card listing the record’s key fields. The SAP objects are retrieved based on addresses in the e-mail’s To/CC or From fields
4. The button Show Related Items: click it to view the list of SAP Cloud for Customer items related to this object
5. The button i Details: click to view the detailed card that includes the all object fields
6. Another related Contact’s card header, the card is collapsed. To expand a card, click on the header
7. Another related object, an Account retrieved based on an a Contact’s association
8. The 📌 (Pin) icon in the Sidebar’s header, used to define whether SSI Sidebar should be set for auto-opening (pinned) in the e-mail client
9. The x (Close) icon used to close the Sidebar. See this article to learn how to open it again
10. The ⊕ (Add) icon used to create new SAP Cloud for Customer objects. See this article to learn how to use this function
11. The ⚙ (Menu) icon; the menu includes three items: Profile, Force Sync, About

  • Clicking on Profile opens SAP Cloud for Customer user account in web browser
  • Clicking on About displays the following information: SSI Cloud for Customer version and ID of the SAP tenant the logged in user belongs to
  • Clicking on Force Sync allows to initiate an SSI Sync session ahead of the standard 30 minute interval. This allows to reduce SAP saving span for Calendar items or composed e‑mails to 2-3 minutes. Besides that, forcing is used to relaunch Sync after resolving a sync issue

12. The .... (More Actions) icon that opens the extra actions menu. Presently, the menu contains the action Open the object directly in SAP Cloud for Customer. Use e-mail templates action will also be added to this menu
13. The 📌 (Pin) icon in an object’s header, used to define the order of object cards on the list. Pinned cards go to the top in the Sidebar
14. The Search field with the icons Filters and Perform search next to it. See this article to learn how to use SSI SAP objects search
15. The button Save this E-Mail: click this button to save selected e-mail to SAP Cloud for Customer, linked to this object. See this article to learn more

 

 

Key SSI features

 

  • Get Contextual Cloud for Customer Data. SSI instantly brings relevant and actualized Cloud for Customer data for any selected e-mail, calendar item, contact, or task. This data is displayed right in your MS Outlook or Gmail next to a selected item; it includes the list of associated Cloud for Customer objects, related activities, and much more
     

  • Synchronize Contacts, Calendar, and Tasks. Automatically synchronize your Contacts, Calendar items, and Tasks between Cloud for Customer and your e-mail client

 

 

  • Tune It the Way You Want. SSI is easily customized to fit specific business needs: choose which Cloud for Customer objects and object fields you want to view and edit via the Sidebar, or which criteria should be applied on relevant records retrieval from Cloud for Customer. Tailored Profile templates pre-configured by a Key user can be applied in bulk for group of users that perform different roles in the CRM

 

 

SSI User Interface Localizations

Different language localizations are available for our users. SSI interface, dashboards, and settings are available in 12 world languages. Refer to this article for more information on SSI localization configuring.

  • Chinese (Simplified, People’s Republic of China)
  • Czech (Czechia)
  • Dutch (Netherlands)
  • English (United States)
  • French (France)
  • German (Germany)
  • Italian (Italy)
  • Japanese (Japan)
  • Polish (Poland)
  • Portuguese (Brazil)
  • Russian (Russia)
  • Spanish (Spain)