Article

Deprecated rules and table changes in Pega Sales Automation

In Pega Sales Automation™, some rules have been deprecated and additional columns have been added in some 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

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

Tags:

Published April 18, 2018 — Updated April 1, 2019

Have a question? Get answers now.

Visit the Pega Support Community to ask questions, engage in discussions, and help others.