Table of Contents

Article

Importing the Pega Sales Automation sample application package

Pega Sales Automation includes a sample application package that you can use to demonstrate the application's features. The sample application package consists of a sales manager, Sarah Kendall, and her ten direct reportees as sales representatives. It also includes the following data types and tools:

  • Sample data for organizations, accounts, contacts, leads, opportunities, sales teams (operators and their sales goals), engagement maps, and tasks
  • Utilities to reset the sample data
  • A Pega Web Mashup gadget for leads
  • Sample vendor information to demonstrate the creation of contacts from business cards

To import the sample application package, complete the following steps:

Importing the sample application package

You must import the sample application and the sample data that it contains into the Pega Platform instance that includes the Pega Sales Automation code base. The RAP file PegaCRMSample_DDL.jar includes Rule-Application: SAPlus01.01. The rules that are related to the sample implementation are in the SAPlus:01-01 ruleset.

  1. Log in to the Pega Platform by entering the administrator credentials for your implementation.
  2. In Dev Studio, click Configure > Application > Distribution > Import.
  3. Click Choose File and browse for the the PegaCRMSample_DDL.jar file from the Sample folder on your distribution media.
  4. After the file is uploaded, click Next.
  5. Log out of the Pega Platform and log in to the sample application by entering the credentials for the sfasamplesysadmin operator ID.
  6. In Dev Studio, click Configure > Application > Distribution > Import.
  7. Click Choose File and browse for the PegaCRMSample_DML.jar file from the Sample folder on your distribution media.
  8. After the file is uploaded, click Next.

Verifying the sample application package

To verify that the sample package is installed correctly, log in to Pega Sales Automation and confirm the presence of sample data for accounts, contacts, leads, opportunities, sales teams (operators and their sales goals), engagement maps, and tasks.

To verify data in the Sales Rep portal, complete the following steps:

  1. Log in to Pega Sales Automation by entering the credentials for the operator tmason.
  2. In the Sales Rep portal navigation pane, click a menu item to confirm the presence of the sample data.
    For example, to confirm the presence of sample data for opportunities, click Opportunities. The list of sample opportunities should be displayed in the Opportunity screen.

To verify data in the Sales Manager portal, complete the following steps:

  1. Log in to Pega Sales Automation by entering the credentials for the operator skendall.
  2. In the Sales Manager portal navigation pane, click a menu item to confirm the presence of the sample data.
    For example, to confirm the presence of sample data for opportunities, click Opportunities. The list of sample opportunities should be displayed in the Opportunity screen.

Resetting the sample data

The provided sample data uses default time periods. Many dashboard widgets in Pega Sales Automation require that data be in the current quarter or within the six month period that is immediately prior to the current date. You can use the Reset Sample Data utility to update the default time periods so that your dashboards and forecasts display current data.

  1. Log in to the Pega Platform by entering the credentials for the sfasamplesysadmin operator ID.
  2. Click Launch web interface > SFA for Sales Ops.
  3. In the navigation pane, click Tools.
  4. Click Reset Sample Data.

When you run the Reset Sample Data utility, the application invokes the PrepareDemoData activity rule to compare the sample time periods that are provided with the current system date. Verify that time periods are created.

  • The SampleDataEndDate dynamic system setting in Pega Sales Automation stores the end date of the sample data. This setting changes for each release as the sample data is updated. The Reset Sample Data utility uses the current system date and the dynamic system setting date to compute the number of days to add to make the sample data current. For example, if the current system date is June 30, 2017 and the SampleDataEndDate value is March 31, 2017, the Reset Sample Data utility adds 90 days to the SampleDataEndDate setting to make the time periods current.
  • The logic moves created dates and closed dates.

Generating timeline data for sample contacts

After you reset the sample data, you can generate timeline data for the sample contacts.

  1. Log in to the Pega Platform by entering the credentials for the sfasamplesysadmin operator ID.
  2. Click Launch web interface > SFA for Sales Ops.
  3. In the navigation pane, click Tools.
  4. Click Populate Customer Movie.
  5. On the Execute Populate Customer Movie dialog box, in the Populate for field, select one of the following options:
    • To generate timeline data for all sample contacts, select ALL.
    • To generate timeline data for a specific sample contact, select One. You are then prompted to enter a Contact ID.
  6. Click OK.

Resetting the artificial intelligence data

If you have activated and trained the Pega Sales Automation adaptive models for artificial intelligence (AI), you can use the Reset AI Data utility in the application to display AI data for your leads, opportunities, and dashboards. For more information, see Activating and training Pega Sales Automation adaptive models for artificial intelligence.

  1. Log in to the Pega Platform by entering the credentials for the sfasamplesysadmin operator ID.
  2. Click Launch web interface > SA for Sales Ops.
  3. In the navigation pane, click Tools.
  4. Click Reset AI Data.

When you run the Reset AI Data utility, the application performs the following activities:

  • Resets the NBA Quadrant data
  • Resets the hiring date details for sales representatives between 3 months to 18 months
  • Resets the create date time for leads and the date of birth for contacts to get Call contact and Convey birthday wishes to contact next-best-action recommendations
  • Sets trend data for opportunities and organizations for opportunity insights and next-best-action recommendations
  • Takes a snapshot of opportunities and updates predictor tables
  • Resets the create date of leads to set the lead age and average time to convert leads predictors

You can update the Pega-provided sample data by using the Pega Sales Automation Data Import wizard. For more information, see Importing the Pega Sales Automation sample data.

Because the application maintains unique IDs for sample data, when you update the sample data, in the Data Import wizard, in the Purpose field, you must select the Add or update option.

Published November 3, 2017 — Updated September 14, 2018


100% found this useful

Related Content

Have a question? Get answers now.

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