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Deprecated and withdrawn rules and table changes in Pega Sales Automation (7.4-'23)

Updated on March 25, 2024

In Pega Sales Automation™, some rules have been deprecated or withdrawn, and additional columns have been added to some of the tables.

Deprecated rules in 8.1

The following table lists the deprecated rules in Pega Sales Automation 8.1:

ClassRulesetRule nameKey
PegaCRM-Work-SFA-Opportunity-IndCSForSAGetOpenOpportunityCasesRULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-SFA-OPPORTUNITY-IND GETOPENOPPORTUNITYCASES #20180613T130542.104 GMT
PegaCRM-Entity-ContactPegaCRMDateOfBirthRULE-OBJ-PROPERTY PEGACRM-ENTITY-CONTACT DATEOFBIRTH #20180613T142256.491 GMT
PegaCRM-Entity-ContactPegaCRMcrmContactListC2ARULE-OBJ-REPORT-DEFINITION PEGACRM-ENTITY-CONTACT CRMCONTACTLISTC2A #20180613T142559.063 GMT
PegaCRM-Data-SalesPlayPegaCRMD_SalesPlayRULE-DECLARE-PAGES D_SALESPLAY #20180613T142319.011 GMT
PegaCRM-Data-SalesPlayPegaCRMD_SalesPlayByIDRULE-DECLARE-PAGES D_SALESPLAYBYID #20180613T142319.043 GMT
PegaCRM-Data-ProductPegaCRMGetProductDetailsRULE-OBJ-ACTIVITY PEGACRM-DATA-PRODUCT GETPRODUCTDETAILS #20180613T142428.879 GMT
PegaCRM-Work-PegaCRMcrmCancelWorkRULE-OBJ-ACTIVITY PEGACRM-WORK- CRMCANCELWORK #20180613T142446.173 GMT
PegaCRM-Work-PegaCRMcrmClearWorkbasketRULE-OBJ-ACTIVITY PEGACRM-WORK- CRMCLEARWORKBASKET #20180613T142446.239 GMT
PegaCRM-Work-PegaCRMcrmClearWorkbasketRULE-OBJ-SERVICELEVEL PEGACRM-WORK- CRMCLEARWORKBASKET #20180613T142605.995 GMT
PegaCRM-PegaCRMcrmCancelClearRULE-OBJ-ACTIVITY PEGACRM- CRMCANCELCLEAR #20180613T142428.202 GMT
PegaCRM-Work-PegaCRMcrmStagesRULE-OBJ-MODEL PEGACRM-WORK- CRMSTAGES #20180613T142555.308 GMT
 PegaCRMPegaCRM-SFA:SuggestedVisitsRULE-ACCESS-ROLE-NAME PEGACRM-SFA:SUGGESTEDVISITS #20180613T142312.041 GMT
PegaCRM-Data-ProductPegaCRMD_crmProductsRULE-DECLARE-PAGES D_CRMPRODUCTS #20180613T142318.047 GMT
PegaCRM-Data-AirportCodePegaCRMDeclare_crmAirportCodesRULE-DECLARE-PAGES DECLARE_CRMAIRPORTCODES #20180613T142318.273 GMT
PegaFW-Data-EWSTimezonesPegaCRMFW-ExchangeImplD_EWSTimezoneIdsRULE-DECLARE-PAGES D_EWSTIMEZONEIDS #20180613T151046.420 GMT
PegaFW-Data-EWSTimezonesPegaCRMFW-ExchangeImplTimezoneIDRULE-OBJ-PROPERTY PEGAFW-DATA-EWSTIMEZONES TIMEZONEID #20180613T151033.454 GMT
Data-PortalPegaCRMFW-ExchangeImplpyCMEvents7RULE-HTML-SECTION DATA-PORTAL PYCMEVENTS7 #20180613T151048.508 GMT
PegaFW-Data-EWSTimezonesPegaCRMFW-ExchangeImplDataTableEditorReportRULE-OBJ-REPORT-DEFINITION PEGAFW-DATA-EWSTIMEZONES DATATABLEEDITORREPORT #20180613T151114.219 GMT
PegaFW-Data-EWSTimezonesPegaCRMFW-ExchangeImplD_EWSTimezoneIdsListRULE-DECLARE-PAGES D_EWSTIMEZONEIDSLIST #20180613T151046.450 GMT
PegaCRM-Work-SFA-Lead-IndPegaCRM-SFAcrmConvertLead_ContactRULE-HTML-SECTION PEGACRM-WORK-SFA-LEAD-IND CRMCONVERTLEAD_CONTACT #20180613T140028.617 GMT
PegaCRM-Work-SFA-Lead-IndPegaCRM-SFAcrmConvertLead_CreateNewContactRULE-HTML-SECTION PEGACRM-WORK-SFA-LEAD-IND CRMCONVERTLEAD_CREATENEWCONTACT #20180613T140028.682 GMT
PegaCRM-Work-SFA-Lead-IndPegaCRM-SFAcrmConvertLead_ExistingAccountRULE-HTML-SECTION PEGACRM-WORK-SFA-LEAD-IND CRMCONVERTLEAD_EXISTINGACCOUNT #20180613T140028.722 GMT
PegaCRM-Work-SFA-Lead-IndPegaCRM-SFACrmConvertLead_OpportunityTabRULE-HTML-SECTION PEGACRM-WORK-SFA-LEAD-IND CRMCONVERTLEAD_OPPORTUNITYTAB #20180613T140028.764 GMT
PegaCRM-Work-SFA-Lead-IndPegaCRM-SFAcrmConvertLeadTabRULE-HTML-SECTION PEGACRM-WORK-SFA-LEAD-IND CRMCONVERTLEADTAB #20180613T140028.790 GMT
PegaCRM-Work-SFA-Lead-IndPegaCRM-SFAcrmConvertLeadToContactRULE-HTML-SECTION PEGACRM-WORK-SFA-LEAD-IND CRMCONVERTLEADTOCONTACT #20180613T140028.812 GMT
PegaCRM-Work-SFA-Opportunity-IndPegaCRM-SFAWorkSummaryleadConvRULE-HTML-SECTION PEGACRM-WORK-SFA-OPPORTUNITY-IND WORKSUMMARYLEADCONV #20180613T140100.814 GMT
PegaCRM-Work-SFA-OpportunityPegaCRM-SFAWorkPrimaryDetailsLeadConvRULE-HTML-SECTION PEGACRM-WORK-SFA-OPPORTUNITY WORKPRIMARYDETAILSLEADCONV #20180613T140114.325 GMT
@baseclassPegaCRM-SFASalesGoalAttainmentRULE-OBJ-ACTIVITY @BASECLASS SALESGOALATTAINMENT #20180613T140159.792 GMT
Code-Pega-ListPegaCRM-SFAGetSourceRULE-OBJ-ACTIVITY CODE-PEGA-LIST GETSOURCE #20180613T140209.513 GMT
 PegaCRM-SFApySFASkinRULE-PORTALSKIN PYSFASKIN #20180613T140840.177 GMT
Embed-StagePegaCRM-SFAcrmLoadStageStatusDPRULE-OBJ-ACTIVITY EMBED-STAGE CRMLOADSTAGESTATUSDP #20180613T140220.572 GMT
PegaCRM-Data-ProductPegaCRM-SFAcrmProductsRULE-OBJ-ACTIVITY PEGACRM-DATA-PRODUCT CRMPRODUCTS #20180613T140222.588 GMT
PegaCRM-Work-SFA-LeadPegaCRM-SFAcrmConvertRULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-LEAD CRMCONVERT #20180613T140317.865 GMT
PegaCRM-Work-SFA-LeadPegaCRM-SFAcrmConvertLeadToNewContactRULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-LEAD CRMCONVERTLEADTONEWCONTACT #20180613T140317.948 GMT
PegaCRM-Work-SFA-LeadPegaCRM-SFAcrmConvertOpportunityRULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-LEAD CRMCONVERTOPPORTUNITY #20180613T140318.025 GMT
PegaCRM-Work-SFA-LeadPegaCRM-SFAcrmCreateOpportunityRULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-LEAD CRMCREATEOPPORTUNITY #20180613T140318.086 GMT
PegaCRM-Work-AppointmentPegaCRM-SFASaveAppointmentRULE-OBJ-ACTIVITY PEGACRM-WORK-APPOINTMENT SAVEAPPOINTMENT #20180613T140308.913 GMT
PegaCRM-Work-PegaCRM-SFAcrmCancelFlowActionRULE-OBJ-ACTIVITY PEGACRM-WORK- CRMCANCELFLOWACTION #20180613T140309.831 GMT
PegaCRM-Work-SFA-LeadPegaCRM-SFAcrmPostConvertRULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-LEAD CRMPOSTCONVERT #20180613T140318.464 GMT
PegaCRM-Work-SFA-LeadPegaCRM-SFAcrmPostCreateOpportunityRULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-LEAD CRMPOSTCREATEOPPORTUNITY #20180613T140318.508 GMT
PegaCRM-Work-SFA-LeadPegaCRM-SFAcrmPreConvertOpportunitySetupRULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-LEAD CRMPRECONVERTOPPORTUNITYSETUP #20180613T140318.664 GMT
PegaCRM-Work-SFA-LeadPegaCRM-SFAcrmResolveConvertedLeadRULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-LEAD CRMRESOLVECONVERTEDLEAD #20180613T140318.982 GMT
PegaCRM-Work-SFA-LeadPegaCRM-SFAcrmSetWorkStatusRULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-LEAD CRMSETWORKSTATUS #20180613T140319.118 GMT
PegaCRM-Work-SFA-Lead-IndPegaCRM-SFAcrmConvertRULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-LEAD-IND CRMCONVERT #20180613T140319.766 GMT
PegaCRM-Work-SFA-Lead-IndPegaCRM-SFAcrmConvertLeadToNewContactRULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-LEAD-IND CRMCONVERTLEADTONEWCONTACT #20180613T140319.808 GMT
PegaCRM-Work-SFA-Lead-IndPegaCRM-SFAcrmConvertLeadToNewOppRULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-LEAD-IND CRMCONVERTLEADTONEWOPP #20180613T140319.852 GMT
PegaCRM-Work-SFA-Lead-IndPegaCRM-SFAcrmPostConvertRULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-LEAD-IND CRMPOSTCONVERT #20180613T140319.946 GMT
PegaCRM-Work-SFA-Lead-IndPegaCRM-SFAcrmPostCreateOpportunityRULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-LEAD-IND CRMPOSTCREATEOPPORTUNITY #20180613T140319.990 GMT
PegaCRM-Work-SFA-LeadPegaCRM-SFAcrmConvertLeadRULE-OBJ-FLOW PEGACRM-WORK-SFA-LEAD CRMCONVERTLEAD #20180613T140438.069 GMT
PegaCRM-Work-SFA-Lead-IndPegaCRM-SFAContactExists Create NewRULE-OBJ-FIELDVALUE PEGACRM-WORK-SFA-LEAD-IND CONTACTEXISTS!CREATE NEW #20180613T140418.631 GMT
PegaCRM-Work-SFA-Lead-IndPegaCRM-SFAContactExists Select ExistingRULE-OBJ-FIELDVALUE PEGACRM-WORK-SFA-LEAD-IND CONTACTEXISTS!SELECT EXISTING #20180613T140418.653 GMT
PegaCRM-Work-SFA-Lead-IndPegaCRM-SFAcrmConvertLeadRULE-OBJ-FLOW PEGACRM-WORK-SFA-LEAD-IND CRMCONVERTLEAD #20180613T140438.838 GMT
PegaCRM-Work-SFA-LeadPegaCRM-SFAcrmConvertLeadRULE-OBJ-FLOWACTION PEGACRM-WORK-SFA-LEAD CRMCONVERTLEAD #20180613T140512.264 GMT
PegaCRM-Work-SFA-Lead-IndPegaCRM-SFAcrmConvertLeadRULE-OBJ-FLOWACTION PEGACRM-WORK-SFA-LEAD-IND CRMCONVERTLEAD #20180613T140512.504 GMT
Code-Pega-ListPegaCRM-SFAGetSourceFromRDRULE-OBJ-MODEL CODE-PEGA-LIST GETSOURCEFROMRD #20180613T140525.897 GMT
PegaCRM-Work-SFA-LeadPegaCRM-SFAcrmConvertLeadRULE-OBJ-MODEL PEGACRM-WORK-SFA-LEAD CRMCONVERTLEAD #20180613T140604.829 GMT
PegaCRM-Work-SFA-Lead-IndPegaCRM-SFAcrmConvertLeadRULE-OBJ-MODEL PEGACRM-WORK-SFA-LEAD-IND CRMCONVERTLEAD #20180613T140606.216 GMT
PegaCRM-Work-SFA-OpportunityPegaCRM-SFASetOpptyStagesRULE-OBJ-MODEL PEGACRM-WORK-SFA-OPPORTUNITY SETOPPTYSTAGES #20180613T140612.734 GMT
PegaCRM-Work-SFA-OpportunityPegaCRM-SFACrmGetOppAccOrgRULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-SFA-OPPORTUNITY CRMGETOPPACCORG #20180613T140711.225 GMT
PegaCRM-Work-SFA-OpportunityPegaCRM-SFACrmGetOppTrendPredictorsRULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-SFA-OPPORTUNITY CRMGETOPPTRENDPREDICTORS #20180613T140711.264 GMT
PegaCRM-Work-Task-CustActPegaCRM-SFACallReportsByContactRULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK-CUSTACT CALLREPORTSBYCONTACT #20180613T140734.555 GMT
PegaCRM-Work-Task-CustActPegaCRM-SFACallReportsByOrgRULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK-CUSTACT CALLREPORTSBYORG #20180613T140734.609 GMT
PegaCRM-Work-Task-CustActPegaCRM-SFACallReportsPerMonthRULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK-CUSTACT CALLREPORTSPERMONTH #20180613T140734.665 GMT
PegaCRM-Work-Task-CustActPegaCRM-SFAcrmSalesActivitiesRULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK-CUSTACT CRMSALESACTIVITIES #20180613T140735.565 GMT
PegaCRM-Work-Task-CustActPegaCRM-SFAGetActivitiesByContactRULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK-CUSTACT GETACTIVITIESBYCONTACT #20180613T140735.667 GMT
PegaCRM-Work-Task-CustActPegaCRM-SFAListOfCustomerActivitiesRULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK-CUSTACT LISTOFCUSTOMERACTIVITIES #20180613T140735.786 GMT
PegaCRM-Work-TaskPegaCRM-SFAUpcomingTasksRULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK UPCOMINGTASKS #20180613T140736.573 GMT
PegaCRM-Work-TaskPegaCRM-SFATasksRelatedToContactRULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK TASKSRELATEDTOCONTACT #20180613T140736.428 GMT
Embed-UserFunctionPegaCRM-SFAStageDisplayOrderWithClosedRULE-ALIAS-FUNCTION EMBED-USERFUNCTION STAGEDISPLAYORDERWITHCLOSED #20180613T135433.644 GMT
PegaCRM-Work-SFA-OpportunityPegaCRM-SFACountOfOppByProdRULE-OBJ-PROPERTY PEGACRM-WORK-SFA-OPPORTUNITY COUNTOFOPPBYPROD #20180613T135420.401 GMT
PegaCRM-Work-SFA-OpportunityPegaCRM-SFASumOfAmounttByProdRULE-OBJ-PROPERTY PEGACRM-WORK-SFA-OPPORTUNITY SUMOFAMOUNTTBYPROD #20180613T135421.971 GMT
Embed-StagePegaCRM-SFAD_crmCaseStagesAllStepsRULE-DECLARE-PAGES D_CRMCASESTAGESALLSTEPS #20180613T135507.630 GMT
PegaCRM-Data-ProductPegaCRM-SFAD_crmProductOpenRULE-DECLARE-PAGES D_CRMPRODUCTOPEN #20180613T135509.708 GMT
PegaCRM-Data-SalesGoalPegaCRM-SFAD_GoalAttainmentsRULE-DECLARE-PAGES D_GOALATTAINMENTS #20180613T135515.105 GMT
PegaCRM-Work-SFA-LeadPegaCRM-SFAD_LeadSourceRULE-DECLARE-PAGES D_LEADSOURCE #20180613T135518.534 GMT
PegaCRM-Work-SFA-OpportunityPegaCRM-SFAD_OpportunitySourceRULE-DECLARE-PAGES D_OPPORTUNITYSOURCE #20180613T135519.573 GMT
PegaCRM-Data-SalesPlayPegaCRM-SFAD_SelectSalesPlayRULE-DECLARE-PAGES D_SELECTSALESPLAY #20180613T135521.509 GMT
Data-PortalPegaCRM-SFADashboard_OpportunitiesByStageWidgetRULE-HTML-SECTION DATA-PORTAL DASHBOARD_OPPORTUNITIESBYSTAGEWIDGET #20180613T135651.175 GMT
Data-PortalPegaCRM-SFADashboard_OpprtunitiesByProductRULE-HTML-SECTION DATA-PORTAL DASHBOARD_OPPRTUNITIESBYPRODUCT #20180613T135651.261 GMT
Data-PortalPegaCRM-SFAWonLostDealsWidgetRULE-HTML-SECTION DATA-PORTAL WONLOSTDEALSWIDGET #20180613T135729.415 GMT
PegaCRM-Entity-ContactPegaCRM-SFAcrmConvertLead_CreateIndAccountRULE-HTML-SECTION PEGACRM-ENTITY-CONTACT CRMCONVERTLEAD_CREATEINDACCOUNT #20180613T135819.967 GMT
PegaCRM-Work-SFA-LeadPegaCRM-SFAcrmConvertLeadRULE-HTML-SECTION PEGACRM-WORK-SFA-LEAD CRMCONVERTLEAD #20180613T140026.279 GMT
PegaCRM-Work-SFA-LeadPegaCRM-SFAcrmConvertLeadContactRULE-HTML-SECTION PEGACRM-WORK-SFA-LEAD CRMCONVERTLEADCONTACT #20180613T140026.351 GMT
PegaCRM-Work-SFA-LeadPegaCRM-SFAcrmConvertLeadTabRULE-HTML-SECTION PEGACRM-WORK-SFA-LEAD CRMCONVERTLEADTAB #20180613T140026.389 GMT
PegaCRM-Work-SFA-LeadPegaCRM-SFAcrmConvertLeadToContactRULE-HTML-SECTION PEGACRM-WORK-SFA-LEAD CRMCONVERTLEADTOCONTACT #20180613T140026.428 GMT
PegaCRM-Work-SFA-Lead-IndPegaCRM-SFAcrmConvertLeadRULE-HTML-SECTION PEGACRM-WORK-SFA-LEAD-IND CRMCONVERTLEAD #20180613T140028.547 GMT
PegaCRM-Work-SFA-OpportunityPegaCRM-SFAcrmPopulateStagesRULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-OPPORTUNITY CRMPOPULATESTAGES #20180705T122419.539 GMT
Rule-Obj-FieldValuePegaCRM-SFAD_crmStages_OpportunityRULE-DECLARE-PAGES D_CRMSTAGES_OPPORTUNITY #20180613T135510.049 GMT
Rule-Obj-FieldValuePegaCRM-SFAD_crmStages_Opportunity_MobileRULE-DECLARE-PAGES D_CRMSTAGES_OPPORTUNITY_MOBILE #20180613T135510.106 GMT
PegaCRM-Work-PegaCRM-SFAcrmPopulateStagesRULE-OBJ-ACTIVITY PEGACRM-WORK- CRMPOPULATESTAGES #20180613T140310.373 GMT
Code-Pega-ListPegaCRM-SFAcrmPopulateStages_CovertLeadRULE-OBJ-ACTIVITY CODE-PEGA-LIST CRMPOPULATESTAGES_COVERTLEAD #20180613T140208.337 GMT
PegaCRM-Work-SFA-OpportunityPegaCRM-SFAcrmPopulateStages_CovertLeadRULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-OPPORTUNITY CRMPOPULATESTAGES_COVERTLEAD #20180613T140327.042 GMT
PegaCRM-Work-PegaCRM-SFAcrmPopulateStagesLeadConvRULE-OBJ-ACTIVITY PEGACRM-WORK- CRMPOPULATESTAGESLEADCONV #20180613T140310.407 GMT
Code-Pega-ListPegaCRM-SFAcrmPopulateStages_OpportunityRULE-OBJ-ACTIVITY CODE-PEGA-LIST CRMPOPULATESTAGES_OPPORTUNITY #20180613T140208.402 GMT
PegaCRM-Work-SFA-OpportunityPegaCRM-SFAcrmUpdateNextStageRULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-OPPORTUNITY CRMUPDATENEXTSTAGE #20180613T140328.103 GMT
PegaCRM-Work-SFA-Opportunity-IndPegaCRM-SFAcrmOpportunityBasicInfo_convertLeadRULE-HTML-SECTION PEGACRM-WORK-SFA-OPPORTUNITY-IND CRMOPPORTUNITYBASICINFO_CONVERTLEAD #20180613T140059.283 GMT
PegaCRM-Work-SFA-Opportunity-IndPegaCRM-SFAWorkPrimaryDetailsLeadConvRULE-HTML-SECTION PEGACRM-WORK-SFA-OPPORTUNITY-IND WORKPRIMARYDETAILSLEADCONV #20180613T140100.735 GMT
PegaCRM-Work-SFA-PegaCRM-SFAcrmConvertLeadIndOpp_MobileRULE-OBJ-MODEL PEGACRM-WORK-SFA- CRMCONVERTLEADINDOPP_MOBILE #20180613T140603.834 GMT
PegaCRM-Work-SFA-LeadPegaCRM-SFAcrmDetermineStageColorRULE-OBJ-MODEL PEGACRM-WORK-SFA-LEAD CRMDETERMINESTAGECOLOR #20180613T140604.960 GMT
PegaCRM-Work-SFA-LeadPegaCRM-SFAcrmStagesRULE-OBJ-MODEL PEGACRM-WORK-SFA-LEAD CRMSTAGES #20180613T140605.348 GMT
PegaCRM-Work-SFA-OpportunityPegaCRM-SFAcrmGetStagesRULE-OBJ-MODEL PEGACRM-WORK-SFA-OPPORTUNITY CRMGETSTAGES #20180705T122436.322 GMT
PegaCRM-Work-SFA-OpportunityPegaCRM-SFAcrmStagesRULE-OBJ-MODEL PEGACRM-WORK-SFA-OPPORTUNITY CRMSTAGES #20180613T140611.784 GMT
Rule-Obj-FieldValuePegaCRM-SFAD_crmStages_Opportunity_dataLoaderRULE-DECLARE-PAGES D_CRMSTAGES_OPPORTUNITY_DATALOADER #20180613T135510.078 GMT
Code-Pega-ListPegaCRM-SFAcrmLoadCaseStagesRULE-OBJ-ACTIVITY CODE-PEGA-LIST CRMLOADCASESTAGES #20180626T112846.424 GMT
Code-Pega-ListPegaCRM-SFAcrmPopulateStagesRULE-OBJ-ACTIVITY CODE-PEGA-LIST CRMPOPULATESTAGES #20180613T140208.307 GMT
Code-Pega-ListPegaCRM-SFAcrmPopulateStagesLeadConvRULE-OBJ-ACTIVITY CODE-PEGA-LIST CRMPOPULATESTAGESLEADCONV #20180613T140208.367 GMT
PegaCRM-Work-SFA-OpportunityPegaCRM-SFAcrmDetermineStageColorRULE-OBJ-MODEL PEGACRM-WORK-SFA-OPPORTUNITY CRMDETERMINESTAGECOLOR #20180613T140611.355 GMT
Embed-StagePegaCRM-SFAD_crmCaseStagesRULE-DECLARE-PAGES D_CRMCASESTAGES #20180626T112852.221 GMT
PegaCRM-Work-PegaCRM-SFAD_crmConvertLeadStagesRULE-DECLARE-PAGES D_CRMCONVERTLEADSTAGES #20180613T135508.032 GMT
PegaCRM-Work-SFA-LeadPegaCRM-SFAD_crmDetermineLeadStageColorRULE-DECLARE-PAGES D_CRMDETERMINELEADSTAGECOLOR #20180613T135508.058 GMT
PegaCRM-Work-SFA-OpportunityPegaCRM-SFAD_crmDetermineOppStageColorRULE-DECLARE-PAGES D_CRMDETERMINEOPPSTAGECOLOR #20180823T180103.792 GMT
PegaCRM-Work-PegaCRM-SFAD_crmStagesRULE-DECLARE-PAGES D_CRMSTAGES #20180613T135509.991 GMT
PegaCRM-Work-PegaCRM-SFAD_crmStagesLeadConvRULE-DECLARE-PAGES D_CRMSTAGESLEADCONV #20180613T135510.020 GMT
PegaCRM-Work-SFA-LeadPegaSA-AdvisorcrmQualifyLeadRULE-OBJ-FLOW PEGACRM-WORK-SFA-LEAD CRMQUALIFYLEAD #20180613T134531.710 GMT
PegaCRM-Work-SFA-LeadPegaSA-AdvisorcrmQualifyLeadToOppRULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-LEAD CRMQUALIFYLEADTOOPP #20180613T134528.153 GMT
PegaCRM-Work-SFA-LeadPegaSA-AdvisorcrmConvertLeadToNewOppRULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-LEAD CRMCONVERTLEADTONEWOPP #20180613T134528.093 GMT
PegaCRM-Work-SFA-LeadPegaSA-AdvisorcrmDetermineStatusRULE-DECLARE-DECISIONTABLE PEGACRM-WORK-SFA-LEAD CRMDETERMINESTATUS #20180613T134517.474 GMT
PegaCRM-Work-SFA-OpportunitySA-ArtifactsWorkPrimaryDetailsLeadConvRULE-HTML-SECTION PEGACRM-WORK-SFA-OPPORTUNITY WORKPRIMARYDETAILSLEADCONV #20180705T122455.083 GMT
PegaCRM-Work-Task-CustActSA-ArtifactsListOfCIsForAnOrgRULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK-CUSTACT LISTOFCISFORANORG #20180613T133832.180 GMT
PegaCRM-Work-Task-CustActSA-ArtifactsGetLastOrgActivityDetailsRULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK-CUSTACT GETLASTORGACTIVITYDETAILS #20180613T133832.119 GMT
PegaCRM-Work-SFA-Lead-IndSA-LocalCampaignscrmCreateOpportunityRULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-LEAD-IND CRMCREATEOPPORTUNITY #20180613T134219.702 GMT

Deprecated rules in 7.4

The following table lists the deprecated rules in Pega Sales Automation 7.4:

Class nameRuleKey
PegaCRM-Work-SFA-Opportunity-IndCSForSARULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-SFA-OPPORTUNITY-IND GETOPENOPPORTUNITYCASES #20180118T084539.408 GMT
PegaCRM-Entity-ContactPegaCRMRULE-OBJ-REPORT-DEFINITION PEGACRM-ENTITY-CONTACT CRMCONTACTLISTC2A #20180104T050917.033 GMT
PegaCRM-Data-AirportCodePegaCRMRULE-OBJ-PROPERTY PEGACRM-DATA-AIRPORTCODE CODE #20171220T033322.811 GMT
PegaCRM-Data-AirportCodePegaCRMRULE-DECLARE-PAGES DECLARE_CRMAIRPORTCODES #20171220T033326.806 GMT
PegaCRM-Data-SalesPlayPegaCRMRULE-DECLARE-PAGES D_SALESPLAYBYID #20171220T033326.762 GMT
PegaCRM-Data-SalesPlayPegaCRMRULE-OBJ-MODEL PEGACRM-DATA-SALESPLAY PYDEFAULT #20171220T033321.883 GMT
PegaCRM-Data-SalesPlayPegaCRMRULE-DECLARE-PAGES D_SALESPLAY #20171220T033326.584 GMT
PegaCRM-Data-SalesPlayPegaCRMRULE-HTML-SECTION PEGACRM-DATA-SALESPLAY DISPLAYSALESPLAY #20171220T033321.648 GMT
PegaCRM-Data-SalesPlayPegaCRMRULE-HTML-SECTION PEGACRM-DATA-SALESPLAY CRMSALESPLAYS #20171220T033321.712 GMT
 PegaCRMRULE-ACCESS-ROLE-NAME PEGACRM-SFA:SUGGESTEDVISITS #20180214T072421.224 GMT
PegaCRM-Data-AirportCodePegaCRMRULE-OBJ-ACTIVITY PEGACRM-DATA-AIRPORTCODE LOADAIRPORTCODES #20171220T033321.332 GMT
PegaCRM-Data-SalesPlayPegaCRMRULE-OBJ-ACTIVITY PEGACRM-DATA-SALESPLAY SAVESALESPLAY #20171220T033321.436 GMT
PegaCRM-Data-SalesPlayPegaCRM-SFARULE-OBJ-FLOWACTION PEGACRM-DATA-SALESPLAY CRMSALESPLAYS #20171220T033321.978 GMT
PegaCRM-Data-AirportCodePegaCRM-SFARULE-OBJ-PROPERTY PEGACRM-DATA-AIRPORTCODE AIRPORT #20171220T033322.727 GMT
PegaCRM-Data-SalesPlayPegaCRM-SFARULE-OBJ-PROPERTY PEGACRM-DATA-SALESPLAY SALESPLAYREQUIRED #20171220T033326.485 GMT
PegaCRM-Data-SalesPlayPegaCRM-SFARULE-OBJ-PROPERTY PEGACRM-DATA-SALESPLAY SALESPLAYOBJECTIVE #20171220T033320.231 GMT
PegaCRM-Data-SalesPlayPegaCRM-SFARULE-OBJ-PROPERTY PEGACRM-DATA-SALESPLAY SALESPLAYTYPE #20171220T033320.289 GMT
PegaCRM-Data-SalesPlayPegaCRM-SFARULE-OBJ-PROPERTY PEGACRM-DATA-SALESPLAY SPID #20171220T033320.096 GMT
PegaCRM-Data-SalesPlayPegaCRM-SFARULE-OBJ-MODEL PEGACRM-DATA-SALESPLAY LOADSPLOOKUP #20171220T033313.755 GMT
Data-Admin-Operator-IDPegaCRM-SFARULE-HTML-SECTION DATA-ADMIN-OPERATOR-ID DASHBOARD_LEADERBOARDACTIVITY #20180223T060758.177 GMT
Data-PortalPegaCRM-SFARULE-HTML-SECTION DATA-PORTAL WONLOSTDEALSWIDGET #20180214T072420.570 GMT
PegaCRM-Data-SalesPlayPegaCRM-SFARULE-DECLARE-PAGES D_SELECTSALESPLAY #20171220T033320.727 GMT
PegaCRM-Work-TaskPegaCRM-SFARULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK TASKSRELATEDTOCONTACT #20180118T084519.242 GMT
PegaCRM-Work-Task-CustActPegaCRM-SFARULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK-CUSTACT CRMSALESACTIVITIES #20180118T084531.201 GMT
PegaCRM-Work-Task-CustActPegaCRM-SFARULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK-CUSTACT CALLREPORTSPERMONTH #20180104T050908.203 GMT
PegaCRM-Work-Task-CustActPegaCRM-SFARULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK-CUSTACT CALLREPORTSBYORG #20180104T050908.019 GMT
PegaCRM-Work-Task-CustActPegaCRM-SFARULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK-CUSTACT CALLREPORTSBYCONTACT #20180104T050907.587 GMT
PegaCRM-Work-SFA-OpportunityPegaCRM-SFARULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-SFA-OPPORTUNITY CRMGETOPPACCORG #20180104T050908.680 GMT
PegaCRM-Work-SFA-OpportunityPegaCRM-SFARULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-SFA-OPPORTUNITY CRMGETOPPTRENDPREDICTORS #20180104T050908.792 GMT
PegaCRM-Work-Task-CustActPegaCRM-SFARULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK-CUSTACT GETACTIVITIESBYCONTACT #20180104T050908.917 GMT
PegaCRM-Work-Task-CustActPegaCRM-SFARULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK-CUSTACT LISTOFCUSTOMERACTIVITIES #20180104T050909.215 GMT
PegaCRM-Work-TaskPegaCRM-SFARULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK UPCOMINGTASKS #20180104T050909.908 GMT
PegaFW-Data-EWSTimezonesPegaCRMFW-ExchangeImplRULE-OBJ-REPORT-DEFINITION PEGAFW-DATA-EWSTIMEZONES DATATABLEEDITORREPORT #20171220T033327.521 GMT
PegaFW-Data-EWSTimezonesPegaCRMFW-ExchangeImplRULE-DECLARE-PAGES D_EWSTIMEZONEIDS #20171220T033327.655 GMT
PegaFW-Data-EWSTimezonesPegaCRMFW-ExchangeImplRULE-DECLARE-PAGES D_EWSTIMEZONEIDSLIST #20171220T033327.717 GMT
PegaFW-Data-EWSTimezonesPegaCRMFW-ExchangeImplRULE-OBJ-PROPERTY PEGAFW-DATA-EWSTIMEZONES TIMEZONEID #20171220T033327.601 GMT
PegaCRM-Work-Task-CustActSA-ArtifactsRULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK-CUSTACT LISTOFCISFORANORG #20180104T050918.763 GMT
PegaCRM-Work-Task-CustActSA-ArtifactsRULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK-CUSTACT GETLASTORGACTIVITYDETAILS #20180118T084539.749 GMT

New columns in 7.4

Note: The following table lists the new columns in the tables in Pega Sales Automation 7.4:
Table nameNew columns
pr_operatorsPRIVATERECORDS, NETWORKID
crm_entity_contactDONTCALL, DONTEMAIL, DEPARTMENT, INFLUENCERATING, RESPONSIBILITYDESCRIPTION, REPORTSTO, PXCURRENTSTAGELABEL, PXCURRENTSTAGE, PXAPPLICATION, PXAPPLICATIONVERSION, PYSLAACTION, MANAGEMENTLEVEL
crm_entity_accountTICKER, ACCOUNTOWNERNAMES, PXCURRENTSTAGELABEL, PXCURRENTSTAGE, PXAPPLICATION, PXAPPLICATIONVERSION, PYSLAACTION
crm_entity_orgSHORTNAME, PARENTID, PXCURRENTSTAGELABEL, PXCURRENTSTAGE, PXAPPLICATION, PXAPPLICATIONVERSION, PYSLAACTION
crm_work_leadSOURCE, SUBSOURCE, REVENUE, LEADFAX, WEBSITE, EMPLOYEECOUNT, PXCURRENTSTAGELABEL, PXCURRENTSTAGE, PXAPPLICATION, PXAPPLICATIONVERSION, PYSLAACTION, DAYSINACTIVE
crm_work_opportunityPXCURRENTSTAGELABEL, PXCURRENTSTAGE, PXAPPLICATION, PXAPPLICATIONVERSION, PYSLAACTION
crm_entity_partnerOFFICEPHONE, FAXNUMBER, WORKEMAIL, PXCURRENTSTAGELABEL, PXCURRENTSTAGE, PXAPPLICATION, PXAPPLICATIONVERSION, PYSLAACTION
CRM_ENTITY_RLTNSHPGRP_HHPXAPPLICATION, PXAPPLICATIONVERSION, PYSLAACTION
crm_link_c2oLINKFIRSTNAME, LINKLASTNAME, PXCOMMITDATETIME,PXSAVEDATETIME, PXCURRENTSTAGELABEL, PXCURRENTSTAGE, PXAPPLICATION, PXAPPLICATIONVERSION, PYOWNERUSERID, PYSLAACTION
CRM_Work_AppointmentPXCURRENTSTAGELABEL, PXCURRENTSTAGE, PXAPPLICATION, PXAPPLICATIONVERSION, PYSLAACTION, ISALLDAYEVENT
fw_work_appointmentPXCURRENTSTAGELABEL, PXCURRENTSTAGE, PXAPPLICATION, PXAPPLICATIONVERSION, PYSLAACTION
crm_audit_lead_stageSTAGELASTCHANGED, PXCURRENTSTAGELABEL, PXCURRENTSTAGE, PXAPPLICATION, PXAPPLICATIONVERSION, PYSLAACTION
sfa_audit_work_ownerPXCOMMITDATETIME, PXSAVEDATETIME, PXCURRENTSTAGELABEL, PXCURRENTSTAGE, PXAPPLICATION, PXAPPLICATIONVERSION, PYOWNERUSERID, PYSLAACTION
sfa_opportunity_predictorsWINPROBABILITY, PYOWNERUSERID, TICKER, ACCOUNTOWNERNAMES, PXCURRENTSTAGELABEL, PXCURRENTSTAGE, PXAPPLICATION, PXAPPLICATIONVERSION, PYSLAACTION
CRM_HIST_ENTITY_RLTNSHPGRPPXSAVEDATETIME, PXCLIENTTIMECREATED
CRM_HIST_ENTITY_RLTNSHPGRP_HHPXSAVEDATETIME, PXRULEACTION, PYHASHISTORYSNAPSHOT
CRM_HIST_RLTNSHP_HHMEMBERPXSAVEDATETIME, PXRULEACTION, PYHASHISTORYSNAPSHOT
CRM_Hist_Work_AppointmentPXCOMMITDATETIME, PXSAVEDATETIME, PXLATITUDE, PXLONGITUDE, PXCLIENTTIMECREATED
crm_hist_work_leadPXCOMMITDATETIME, PXSAVEDATETIME, PXLATITUDE, PXLONGITUDE, PXCLIENTTIMECREATED
crm_hist_work_opportunityPXCOMMITDATETIME, PXSAVEDATETIME, PXLATITUDE, PXLONGITUDE, PXCLIENTTIMECREATED
crm_hist_work_taskPXCOMMITDATETIME, PXSAVEDATETIME, PXLATITUDE, PXLONGITUDE, PXCLIENTTIMECREATED
fw_hist_work_appointmentPXCOMMITDATETIME, PXSAVEDATETIME, PXRULEACTION, PYHASHISTORYSNAPSHOT
  • Previous topic Pega Sales Automation modified rules for BAC prevention (7.4-8.3)
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