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MLP checklist

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To implement a minimum loveable product (MLP), complete the basic configuration steps listed below. You can also use the guided implementation steps within Pega Sales Automation by using the built-in Application Guides.

To access the Application Guides, in the top-right corner of Dev Studio or App Studio, click Resources Application Guides . Application Guides guide you through the MLP product implementation without the need to navigate the application, as well as include some optional configuration settings you might consider important for your business needs.

Application Guides in Dev Studio
App Guides list in Dev Studio
  1. Create your application.

  2. Set up your sales team structure.

  3. Modify the lead and opportunity case types.

  4. Configure the User portal.

  5. Import your data.

  6. Build your mobile app.

  7. Connect to Microsoft Outlook or Gmail.

  8. Test and deploy your application.

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