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7.4 product changes with upgrade impacts

Removal of Customer Service Interactions landing page

Enhancements to Pega Express make existing application configurations quicker and less complex. The configurations that were previously handled on the Customer Service Interactions landing page, such as Interaction types, Interaction driver, and Intent tasks, no longer exist in Designer Studio. They are now handled on the Settings page of Express mode and have been renamed to Interactions, Add Task Menu Category, and Case types. Interaction-specific configurations are available on the Interactions page. The settings specific to Intent Task are available on the respective Case types page on the Service request options tab.

Changes on the Customer Service Datasource rule form

The Customer Service Datasource rule page has been modified. The following list details the updates that have been made to the data source page:

  • Details tab – The following field and section have been removed from this tab on the data source rule form:
    • Show news feed field
    • FAVORITE CONFIGURATION section
  • Retrieval tab – Removed from the data source rule form. In addition, the following fields have been moved to the Details tab:
    • Default interaction container
    • Interaction Flow

The previous version of the application still supports the removed fields and tabs.

User-defined functions

In Pega Customer Relationship Management, the user-defined functions (UDFs) for report definitions are no longer supported to make the application secure and cloud-compliant. After an upgrade, you must optimize the properties that previously used UDFs. For more information, see the Customer Relationship Management 7.4 Upgrade Guide on the Pega Customer Service product page.

Pega Customer Service

You must use the Interaction Portal that was introduced in Pega Customer Service 7. CPM/CSR legacy portals are no longer supported and do not function in this version.

Before upgrading to the latest version of Pega Platform, drop triggers.

Pega Sales Automation

The security model in Pega Sales Automation 7.4 has been optimized to use Pega Platform’s attribute-based access control (ABAC) for row-level and column-level security configurations. For more information, see Upgrading Pega Sales Automation to use attribute-based access control (ABAC).

Several rules have been deprecated in Pega Sales Automation. For a list of deprecated rules in this release, see Deprecated rules and schema changes in Pega Sales Automation 7.4.

Database schema changes have been introduced in Pega Sales Automation 7.4. For more information, see Deprecated rules and schema changes in Pega Sales Automation 7.4.

The CollaborationGatherEmails email listener has been replaced by the SyncEmailCalendarContact email listener in Pega Sales Automation 7.4. For information about using the SyncEmailCalendarContact, see the Pega Sales Automation 7.4 Implementation Guide on the Pega Sales Automation product page.

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