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Adopting Pega Sales Automation 8.6 features

After Pega updates your application to 8.6, complete the following tasks to adopt the new Pega Sales Automation features. The tasks vary depending on your starting version.

If updating from version 8.4 or later (a minor update), the update process requires no downtime. For additional information, see Understanding Pega Infinity updates for Pega Cloud Services.

If updating from version: Complete these tasks:
Pega Sales Automation 8.5
  1. Optional: Updating your built-on application

    If you are using the PegaSalesAutomationCosmos.8 built-on application version, then no changes are needed. If you are using the PegaSalesAutomation.8 version and plan to update to the Cosmos-based version, update your built-on application.

Pega Sales Automation 8.4
  1. Updating your built-on application
  2. Checking your Pega Sales Automation access roles for the required privileges
Pega Sales Automation 8.3 or 8.2
  1. Updating your built-on application
  2. Checking your Pega Sales Automation access roles for the required privileges
  3. Adopting the opportunity splits feature
Pega Sales Automation 8.1 or 7.4
  1. Updating your built-on application
  2. Checking your Pega Sales Automation access roles for the required privileges
  3. Adopting the opportunity splits feature
  4. Configuring data loaders extensions for Pega Sales Automation
Pega Sales Automation 7.31
  1. Updating your built-on application
  2. Checking your Pega Sales Automation access roles for the required privileges
  3. Configuring data loaders extensions for Pega Sales Automation
  4. Adopting the opportunity splits feature
  5. Updating from Pega Sales Automation 7.31
  6. Migrating data from Pega Sales Automation 7.31 and earlier
Pega Sales Automation 7.22
  1. Updating your built-on application
  2. Checking your Pega Sales Automation access roles for the required privileges
  3. Configuring data loaders extensions for Pega Sales Automation
  4. Adopting the opportunity splits feature
  5. Updating from Pega Sales Automation 7.22
  6. Migrating data from Pega Sales Automation 7.31 and earlier
Pega Sales Automation 7.21 and earlier For information about updating from version 7.21 and earlier, contact Global Client Services (GCS) as described on Pega Support.
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