Skip to main content
LinkedIn
Copied!

Table of Contents

Pega Sales Automation data model

Version:

Only available versions of this content are shown in the dropdown

The Pega Sales Automation data model consists of a set of standard business objects that support the sales process. The business objects have unique attributes, for example, account numbers, contact names, or operator IDs, and they interact with other business objects as they move through the sales life cycle.

To view industry-specific data models, see each application chapter at the end of this book.

Pega Sales Automation includes the following business objects:

  • Account
  • Activity
  • Appointment
  • Contact
  • Household
  • Lead
  • Opportunity
  • Organization
  • Task

Business objects depend on the selling mode that you select for your implementation. In Pega Sales Automation, you can use the following selling modes:

  • Business-to-business (B2B) – if you are selling products and services to other businesses.
  • Business-to-consumer (B2C) – if you are selling products and services directly to individual consumers.
  • Mixed mode – if you are selling products to both individual consumers and to other businesses.
Business objects that Pega Sales Automation uses in the B2B selling mode and the relationships between these objects
Pega Sales Automation business objects in the B2B selling mode.
Business objects that Pega Sales Automation uses in the B2C selling mode and the relationships between the objects
Pega Sales Automation business objects in the B2C selling mode.
Pega Sales Automation core entities and the class inheritance relationships between the objects
Pega Sales Automation class inheritance relationships between the core
                    objects.

Viewing the data model

You can use the Pega Sales Automation data model to see a graphical presentation of all of the case types and data classes in your application. This visualization of the relationships between the entities can help you to understand all of the dependencies between the elements of Pega Sales Automation,and decide how to customize your application.

For more information about the data model, see Data modeling.

  1. To view the data model, in the navigation pane of App Studio, click Data View next to the Data model header.

  2. To view the dependencies visualization as shown in the figure below, in the left list view, click an object. For example, Household.

    A circle with one line indicates a page property. A circle with three lines indicates a page list property.

    Household view in the data model
  3. To expanded your view with page list properties, on the graphic, click an object. For example, Business Opportunity.

    Business opportunity view in the data model
  4. To view a list of relevant records, in the header of Dev Studio, click Configure Application Inventory Relevant Records .

    Properties that are defined as relevant records can be inherited. For more information, see Managing relevant records and components.
Did you find this content helpful?

Have a question? Get answers now.

Visit the Collaboration Center to ask questions, engage in discussions, share ideas, and help others.

Ready to crush complexity?

Experience the benefits of Pega Community when you log in.

We'd prefer it if you saw us at our best.

Pega Community has detected you are using a browser which may prevent you from experiencing the site as intended. To improve your experience, please update your browser.

Close Deprecation Notice
Contact us