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Creating your Pega Sales Automation implementation application

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In order to configure and extend the out-of-the-box application to meet your business needs, you must create a new application on top of the installed application. The new application, known as the implementation application, is where you will configure the features that differ from the installed application.

An organization that consists of multiple companies or entities might require more than one implementation application. For example, one company might require different case types or have different workflows. In that situation, you create a framework application that contains the features that are common to all parts of the organization, and then you build the implementation applications on top of the framework application.

The following figure compares these two configurations:

Implementation application with and without a framework layer
Implementation application with and without a framework layer

Creating the implementation application only

Run the New Application wizard to create your application. If you are creating your implementation application on top of a framework application, follow the instructions in Using a framework application for Pega Sales Automation for Insurance.

On the Organization landing page, create a customer organizational structure. The organization structure is required so that the new application has the appropriate class structure. For more information, see, Updating the organizational structure by using the organizational chart.
  1. To create a new operator ID for running the New Application wizard, complete the following steps:

    1. Log in to Dev Studio by using the operator ID administrator@pega.com and the password that you specified for that operator.

    2. Save a copy of the existing administrator@pega.com operator, and give it a name that identifies it as an Application Setup operator.

    3. Add the PegaCRM-SFACosmos:AppSetup access group to the new operator record, and then click the radio button to the left of the access group to select it as the default access group.

      In Pega Sales Automation for Healthcare:
      • Use the PegaHCSPM_Cosmos:AppSetup access group.
      • If you want to continue using the UI Kit-based application, add the PegaCRM-SFA:AppSetup access group.
    4. Save the new Application Setup operator.

  2. Log in as the Application Setup operator.

  3. Follow the New Application wizard instructions until the Name your application page opens, and then follow the steps below.

  4. On the Name your application page, enter the name of the application.

  5. To select the framework application and provide the organization details, click Advanced configuration.

    1. In the Organization settings section, enter the Organization name, Division name, and Unit name for this application.

      The New Application wizard creates the application class structure for you based on the organization settings that you enter. For more information, see Understanding class layers and Understanding class hierarchy and inheritance.

      If you have not already defined the organization entities (for example, if you have not already defined the division), type the name of the new entity in the appropriate field. The application saves the new values when you create the new application.

    2. Click Save.

  6. Click Create application.

    The New Application wizard creates the implementation application. The signed-in operator is listed as an author persona. You can add more users as either administrator or author personas.

  7. To open the new application, click Go to app.

After you create your application, review the minimum loveable product (MLP) checklist to start implementing your application. For more information, see MLP checklist.
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