We are pleased to announce the release of the SAP Activate Methodology Roadmap for SAP Sales Cloud V2, now publicly available in the SAP Roadmap Viewer. This roadmap is designed to guide project teams, customers and partners alike, through a structured, end-to-end implementation of SAP Sales Cloud V2, from initial discovery all the way through to ongoing operations.
Whether you are embarking on a new implementation or looking to optimize an existing deployment, this roadmap provides a comprehensive framework of phases, deliverables, tasks, and accelerators tailored specifically to the SAP Sales Cloud V2 solution.
The SAP Activate Roadmap for SAP Sales Cloud V2 is a structured implementation guide built on the proven SAP Activate Methodology.
It organizes all project activities into sequential phases and workstreams, with accelerators (templates, guides, learning journeys, and help documentation) linked directly to the relevant tasks, making them easy to access when needed.
The roadmap covers:
- SAP Sales Cloud V2 full implementation lifecycle
- Integration with SAP ERP and SAP CPQ
- Extensibility using SAP Build Apps and side-by-side extensions on SAP BTP
- Ongoing operations, release management, and user adoption post go-live
To access the roadmap:
- Visit the SAP Activate road map Viewer and search for “SAP Activate for SAP Sales Cloud V2”, or visit this link
- Log in to access additional content and accelerators (some accelerators require SAP Customer access)
- Use SAP Cloud ALM to manage your project tasks directly from the roadmap
The roadmap follows the six standard SAP Activate phases, each with activities and deliverables specific to SAP Sales Cloud V2.
Fig: Overview
🔍 Phase 1: Discover
Before the project formally begins, the Discover phase helps organizations evaluate the solution and plan their approach. Key activities include:
- Try SAP Sales Cloud V2: Access a trial or demo environment to explore the solution
- Benchmarking assessment: Evaluate current state and define success criteria
- Data center selection: Choose the appropriate regional data center
- Implementation strategy: Define the phasing approach and effort estimations
- Scope statement: Develop the project scope and select the right cloud partner
🚀 Phase 2: Prepare
The Prepare phase establishes the foundation for a successful project. The focus is on project initiation, governance, and getting the team ready to execute.
- Onboarding and system provisioning: Request the SAP Sales Cloud V2 tenant and set up SAP Cloud ALM
- Customer team self-enablement: Team members self-enable on SAP Sales Cloud V2, SAP Cloud ALM, SAP Signavio, SAP Build, SAP Integration Suite, and WalkMe
- Project governance: Create the project charter, establish governance structures, define project standards, and conduct the kickoff workshop
- Organizational Change Management (OCM): Develop the change concept, change plan, stakeholder analysis, and communication plan
- Fit-to-Standard preparation: Prepare for the upcoming fit-to-standard workshops
- Data migration planning: Develop the data migration approach and plan
💡 Key Accelerator: The Onboarding Resource Center for SAP Sales Cloud V2 is your starting point for quickly getting the project team up to speed. Onboarding Resource Center for SAP Sales Cloud V2
🔎 Phase 3: Explore
The Explore phase is where the solution is validated against business requirements through fit-to-standard analysis. Any gaps and configuration values identified are captured in the project backlog. Key activities include:
- Fit-to-Standard Workshops: Conduct structured workshops covering organizational structure, master data, and sales transactional data — using CX-specific templates for fit-to-standard analysis
- Backlog confirmation: Document business process flows, configuration values, and confirm the project backlog
- Integration planning and design: Hand over integration requirements, determine customer-driven integrations, and review the integration list — including integration with SAP ERP and SAP CPQ
- Extension planning and design: Detail the design for side-by-side extensibility for SAP Sales Cloud V2 on SAP BTP
- Data load preparation: Determine required master and transactional data, download migration templates, and develop the overall load plan
- Test planning: Create the test strategy, test plan, and define the test scope
💡 Key Accelerators: Purpose-built CX templates for SAP Sales Cloud V2: CX Fit-2-Standard Master Data Template | CX Fit-2-Standard Transactional Data Template | CX Backlog Template
⚙️ Phase 4: Realize
The Realize phase is where the solution is built and tested through a series of agile sprints. Configuration, integration, extensions, data migration, and testing all happen here.
- Sprint planning and execution: Iterative 2-week sprint cycles to incrementally configure and test the solution, starting with core settings and organizational structures, then progressing to detailed configuration
- SAP Sales Cloud V2 – SAP CPQ integration: Set up the integration to enable seamless sales quote exchange between the two systems
- SAP Sales Cloud V2 – SAP ERP integration: Configure integration for end-to-end business process continuity
- Extension development: Set up and develop extensions in SAP Sales and Service Cloud V2, including side-by-side extensions built on SAP BTP using SAP Build Apps
- Data migration: Populate data into migration templates for SAP Sales & Service Cloud V2 and execute data migration in the test tenant
- Test execution: Execute test cases, manage defects, and report on test results — supported by SAP Cloud ALM test management capabilities
- Enablement content development and delivery: Create and deliver training materials to prepare end users for go-live
- Production system request: Request the SAP Sales & Service Cloud V2 production tenant and configure the production landscape
💡 Key Accelerators: CX Test Management Guide | Implementing SAP Sales Cloud Version 2 (Learning Journey) | Integration of SAP Sales Cloud V2 with SAP CPQ
🚢 Phase 5: Deploy
The Deploy phase transitions the business to the new system. Key activities include:
- End user learning: Conduct pilot learning sessions and deploy the full end-user training program
- Production cutover: Verify non-transportable setup, execute data migration in the production system, and carry out all cutover tasks per the cutover plan
- Post-production release tests: Validate the production system after go-live
- Handover to support organization: Resolve and close open issues, and formally hand over operations responsibility
🔄 Phase 6: Run
The Run phase ensures the solution continues to deliver value after go-live. Key activities specific to SAP Sales Cloud V2 include:
- Governance model: Establish ongoing governance and manage change requests
- Incident and problem management: Manage incidents and problems through the support organization
- Release and update cycles for SAP Sales Cloud V2: Manage updates and upgrades, and execute regression testing. The Release Navigator for Customer Experience consolidates essential release content organized by Lines of Business, helping teams stay current with new capabilities
- Feature Activation Hub: Evaluate and activate new features delivered through SAP’s continuous delivery model — some features require explicit activation via the Feature Activation Hub app before they become available in the customer landscape
- User adoption analysis: Measure objective user adoption KPIs post go-live, monitor user experience, and develop user adoption plans to drive sustained value
💡 Key Tool: WalkMe — a digital adoption platform integrated into the SAP Sales Cloud V2 journey — helps organizations enhance user onboarding and enablement post go-live through interactive guides, walkthroughs, and insights into user behavior.
We look forward to supporting your SAP Sales Cloud V2 implementation journey. The roadmap will continue to evolve with new content, accelerators, and guidance as the product and methodology mature. Stay tuned for future updates!
For questions about SAP Activate, visit the SAP Activate Community page to find answers or post questions. You can also explore the SAP Activate Minute video playlist for quick, focused guidance on key methodology topics.
