3168080 - Opportunity and Activity synch to Guided Selling View

You notice that certain actions performed in the Opportunity or Activities work centre views do not appear or reflect in the Guided Selling view until a few seconds later.

SAP Cloud for Customer

The same behviour is true for several actions in the system.

Examples:

1. Create a new opportunity in the Sales work centre, Opportunities view. Go to the Guided Selling view. The opportunity will only show after a few seconds or after a refresh. It does not appear in real-time.
2. For an existing opportunity, make a change within the Sales work centre, Opportunities view > Opportunity TI. For example, change the status. Again, the status change will not be reflected to the Guided selling view in real time, but with a few seconds delay.

This is the expected system behaviour.

The Sync between Opp and GS views happens after some time, a few seconds, a refresh on the GS view can help.

If any changes are made in the regular C4C screens (either for opportunity or activity) then it takes a few seconds to synch to the Guided Selling view.

So for example when you set an object status to completed, or create a new object as in the described use-case here, it takes few seconds for data to synch to Guided Selling

KBA , LOD-CRM-SBS-GS , Guided Selling and Playbook , How To

SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications 2202