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Pega CRM for Financial Services 8.6 Upgrade Guide

This document describes how to upgrade the Pega Customer Service for Financial Services and Pega Sales Automation for Financial Services applications that are part of the Pega CRM for Financial Services suite of applications. For each suite, there is a single installer for the Pega Customer Service for Financial Services and Pega Sales Automation for Financial Services application, but each application is licensed separately.

This document applies only to Pega customers who are running the applications on the premises or in a third-party cloud installation. For information about feature adoption steps for Pega Cloud Services environments, see the CRM for Financial Services 8.6 Feature Adoption for Pega Cloud guide on Pega Community.

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