Symptom
Sales assistant activities are configured for opportunity. Few configured activities are missing in newly created opportunity.
Environment
SAP Cloud for Customer
Reproducing the Issue
Prerequisite: Sales assistance is configured for using activities in Opportunity.
- Go to Sales work center.
- Go to opportunities work center view.
- Search and open any opportunity.
- Navigate to sales activities facet.
- Activity with text description XXXXXX, is configured in fine tunning using sales assistance. Here XXXXXX is the description used for an activity of sales activity in sales assistant.
Cause
Both Description XXXXXX and detailed description can be maintained in fine tuning activity of Sales Assistant business configuration for the activities in opportunity.
When detailed description is maintained for a sales activity in the configuration, then detailed description is seen in the opportunity as sales activity as a subject instead of description XXXXXX.
Resolution
Sales activity created for an opportunity using sales assistance, if has new subject entered manually, then it its is seen in the sales activities subject instead of detailed description XXXXXX configured in fine tunning sales activity in opportunity. This is current behaviour
Note: To avoid confusion on missing sales assistance activity, recommendation is to keep detailed description empty or the same as the description, except you really want to use sales assistant feature as designed in SAP Cloud for Cutsomer.
Keywords
Missing sales assistant activity, opportunity, description, activities , KBA , LOD-CRM-OPP , Opportunity Management , Problem