7.1.3 product changes with upgrade impacts

Legacy CPM portals are no longer supported

CPM portals from releases prior to CPM 6.2 (CACSRPortal, CAManagerPortal, CASalesRepPortal, CASalesManagerPortal, and their derivatives) are no longer supported and do not function in this version of CPM.

The legacy CPM end-user portals (CPMCSR_Portal, CPMSalesRep_Portal, CPMSalesManager_Portal) have been deprecated. These portals continue to function in this release, but might be deprecated in a future release of CPM. It is recommended that you instead use the Interaction and Account Manager Portals.

Knowledge Management

Previous CPM knowledge content capabilities have been deprecated in CPM 7.1.3 and are no longer supported.


The CPM Service Process Accelerator feature is no longer supported. To create new service processes to use with CPM, use the Application Accelerator or the Pega 7 Case Designer.

CPM Social Engagement

CPM Social Intercept, a feature available in prior CPM releases, has been deprecated in CPM 7.1.3. CPM Social Engagement provides similar capabilities and is available as a separately licensed product. For licensing information, contact your Account Executive.

Pega Sales Automation

Support for B2B and B2C Selling modes have introduced additional case types.

Styles and formats are inherited from UI-Kit-7.

Contacts in SA have a new attribute (TerritoryID), and leads/opportunities have a new attribute (selling mode). This is required for the OOTB security model to work. For more information on upgrading the data instances, see the Pega Sales Automation Upgrade Guide.

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