Table of Contents

Deprecated rules and table changes in Pega Sales Automation

In Pega Sales Automation™, some rules have been deprecated and additional columns have been added in some tables.

Deprecated rules in 8.1

The following table lists the deprecated rules in Pega Sales Automation 8.1:

Class Ruleset Rule name Key
PegaCRM-Work-SFA-Opportunity-Ind CSForSA GetOpenOpportunityCases RULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-SFA-OPPORTUNITY-IND GETOPENOPPORTUNITYCASES #20180613T130542.104 GMT
PegaCRM-Entity-Contact PegaCRM DateOfBirth RULE-OBJ-PROPERTY PEGACRM-ENTITY-CONTACT DATEOFBIRTH #20180613T142256.491 GMT
PegaCRM-Entity-Contact PegaCRM crmContactListC2A RULE-OBJ-REPORT-DEFINITION PEGACRM-ENTITY-CONTACT CRMCONTACTLISTC2A #20180613T142559.063 GMT
PegaCRM-Data-SalesPlay PegaCRM D_SalesPlay RULE-DECLARE-PAGES D_SALESPLAY #20180613T142319.011 GMT
PegaCRM-Data-SalesPlay PegaCRM D_SalesPlayByID RULE-DECLARE-PAGES D_SALESPLAYBYID #20180613T142319.043 GMT
PegaCRM-Data-Product PegaCRM GetProductDetails RULE-OBJ-ACTIVITY PEGACRM-DATA-PRODUCT GETPRODUCTDETAILS #20180613T142428.879 GMT
PegaCRM-Work- PegaCRM crmCancelWork RULE-OBJ-ACTIVITY PEGACRM-WORK- CRMCANCELWORK #20180613T142446.173 GMT
PegaCRM-Work- PegaCRM crmClearWorkbasket RULE-OBJ-ACTIVITY PEGACRM-WORK- CRMCLEARWORKBASKET #20180613T142446.239 GMT
PegaCRM-Work- PegaCRM crmClearWorkbasket RULE-OBJ-SERVICELEVEL PEGACRM-WORK- CRMCLEARWORKBASKET #20180613T142605.995 GMT
PegaCRM- PegaCRM crmCancelClear RULE-OBJ-ACTIVITY PEGACRM- CRMCANCELCLEAR #20180613T142428.202 GMT
PegaCRM-Work- PegaCRM crmStages RULE-OBJ-MODEL PEGACRM-WORK- CRMSTAGES #20180613T142555.308 GMT
  PegaCRM PegaCRM-SFA:SuggestedVisits RULE-ACCESS-ROLE-NAME PEGACRM-SFA:SUGGESTEDVISITS #20180613T142312.041 GMT
PegaCRM-Data-Product PegaCRM D_crmProducts RULE-DECLARE-PAGES D_CRMPRODUCTS #20180613T142318.047 GMT
PegaCRM-Data-AirportCode PegaCRM Declare_crmAirportCodes RULE-DECLARE-PAGES DECLARE_CRMAIRPORTCODES #20180613T142318.273 GMT
PegaFW-Data-EWSTimezones PegaCRMFW-ExchangeImpl D_EWSTimezoneIds RULE-DECLARE-PAGES D_EWSTIMEZONEIDS #20180613T151046.420 GMT
PegaFW-Data-EWSTimezones PegaCRMFW-ExchangeImpl TimezoneID RULE-OBJ-PROPERTY PEGAFW-DATA-EWSTIMEZONES TIMEZONEID #20180613T151033.454 GMT
Data-Portal PegaCRMFW-ExchangeImpl pyCMEvents7 RULE-HTML-SECTION DATA-PORTAL PYCMEVENTS7 #20180613T151048.508 GMT
PegaFW-Data-EWSTimezones PegaCRMFW-ExchangeImpl DataTableEditorReport RULE-OBJ-REPORT-DEFINITION PEGAFW-DATA-EWSTIMEZONES DATATABLEEDITORREPORT #20180613T151114.219 GMT
PegaFW-Data-EWSTimezones PegaCRMFW-ExchangeImpl D_EWSTimezoneIdsList RULE-DECLARE-PAGES D_EWSTIMEZONEIDSLIST #20180613T151046.450 GMT
PegaCRM-Work-SFA-Lead-Ind PegaCRM-SFA crmConvertLead_Contact RULE-HTML-SECTION PEGACRM-WORK-SFA-LEAD-IND CRMCONVERTLEAD_CONTACT #20180613T140028.617 GMT
PegaCRM-Work-SFA-Lead-Ind PegaCRM-SFA crmConvertLead_CreateNewContact RULE-HTML-SECTION PEGACRM-WORK-SFA-LEAD-IND CRMCONVERTLEAD_CREATENEWCONTACT #20180613T140028.682 GMT
PegaCRM-Work-SFA-Lead-Ind PegaCRM-SFA crmConvertLead_ExistingAccount RULE-HTML-SECTION PEGACRM-WORK-SFA-LEAD-IND CRMCONVERTLEAD_EXISTINGACCOUNT #20180613T140028.722 GMT
PegaCRM-Work-SFA-Lead-Ind PegaCRM-SFA CrmConvertLead_OpportunityTab RULE-HTML-SECTION PEGACRM-WORK-SFA-LEAD-IND CRMCONVERTLEAD_OPPORTUNITYTAB #20180613T140028.764 GMT
PegaCRM-Work-SFA-Lead-Ind PegaCRM-SFA crmConvertLeadTab RULE-HTML-SECTION PEGACRM-WORK-SFA-LEAD-IND CRMCONVERTLEADTAB #20180613T140028.790 GMT
PegaCRM-Work-SFA-Lead-Ind PegaCRM-SFA crmConvertLeadToContact RULE-HTML-SECTION PEGACRM-WORK-SFA-LEAD-IND CRMCONVERTLEADTOCONTACT #20180613T140028.812 GMT
PegaCRM-Work-SFA-Opportunity-Ind PegaCRM-SFA WorkSummaryleadConv RULE-HTML-SECTION PEGACRM-WORK-SFA-OPPORTUNITY-IND WORKSUMMARYLEADCONV #20180613T140100.814 GMT
PegaCRM-Work-SFA-Opportunity PegaCRM-SFA WorkPrimaryDetailsLeadConv RULE-HTML-SECTION PEGACRM-WORK-SFA-OPPORTUNITY WORKPRIMARYDETAILSLEADCONV #20180613T140114.325 GMT
@baseclass PegaCRM-SFA SalesGoalAttainment RULE-OBJ-ACTIVITY @BASECLASS SALESGOALATTAINMENT #20180613T140159.792 GMT
Code-Pega-List PegaCRM-SFA GetSource RULE-OBJ-ACTIVITY CODE-PEGA-LIST GETSOURCE #20180613T140209.513 GMT
  PegaCRM-SFA pySFASkin RULE-PORTALSKIN PYSFASKIN #20180613T140840.177 GMT
Embed-Stage PegaCRM-SFA crmLoadStageStatusDP RULE-OBJ-ACTIVITY EMBED-STAGE CRMLOADSTAGESTATUSDP #20180613T140220.572 GMT
PegaCRM-Data-Product PegaCRM-SFA crmProducts RULE-OBJ-ACTIVITY PEGACRM-DATA-PRODUCT CRMPRODUCTS #20180613T140222.588 GMT
PegaCRM-Work-SFA-Lead PegaCRM-SFA crmConvert RULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-LEAD CRMCONVERT #20180613T140317.865 GMT
PegaCRM-Work-SFA-Lead PegaCRM-SFA crmConvertLeadToNewContact RULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-LEAD CRMCONVERTLEADTONEWCONTACT #20180613T140317.948 GMT
PegaCRM-Work-SFA-Lead PegaCRM-SFA crmConvertOpportunity RULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-LEAD CRMCONVERTOPPORTUNITY #20180613T140318.025 GMT
PegaCRM-Work-SFA-Lead PegaCRM-SFA crmCreateOpportunity RULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-LEAD CRMCREATEOPPORTUNITY #20180613T140318.086 GMT
PegaCRM-Work-Appointment PegaCRM-SFA SaveAppointment RULE-OBJ-ACTIVITY PEGACRM-WORK-APPOINTMENT SAVEAPPOINTMENT #20180613T140308.913 GMT
PegaCRM-Work- PegaCRM-SFA crmCancelFlowAction RULE-OBJ-ACTIVITY PEGACRM-WORK- CRMCANCELFLOWACTION #20180613T140309.831 GMT
PegaCRM-Work-SFA-Lead PegaCRM-SFA crmPostConvert RULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-LEAD CRMPOSTCONVERT #20180613T140318.464 GMT
PegaCRM-Work-SFA-Lead PegaCRM-SFA crmPostCreateOpportunity RULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-LEAD CRMPOSTCREATEOPPORTUNITY #20180613T140318.508 GMT
PegaCRM-Work-SFA-Lead PegaCRM-SFA crmPreConvertOpportunitySetup RULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-LEAD CRMPRECONVERTOPPORTUNITYSETUP #20180613T140318.664 GMT
PegaCRM-Work-SFA-Lead PegaCRM-SFA crmResolveConvertedLead RULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-LEAD CRMRESOLVECONVERTEDLEAD #20180613T140318.982 GMT
PegaCRM-Work-SFA-Lead PegaCRM-SFA crmSetWorkStatus RULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-LEAD CRMSETWORKSTATUS #20180613T140319.118 GMT
PegaCRM-Work-SFA-Lead-Ind PegaCRM-SFA crmConvert RULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-LEAD-IND CRMCONVERT #20180613T140319.766 GMT
PegaCRM-Work-SFA-Lead-Ind PegaCRM-SFA crmConvertLeadToNewContact RULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-LEAD-IND CRMCONVERTLEADTONEWCONTACT #20180613T140319.808 GMT
PegaCRM-Work-SFA-Lead-Ind PegaCRM-SFA crmConvertLeadToNewOpp RULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-LEAD-IND CRMCONVERTLEADTONEWOPP #20180613T140319.852 GMT
PegaCRM-Work-SFA-Lead-Ind PegaCRM-SFA crmPostConvert RULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-LEAD-IND CRMPOSTCONVERT #20180613T140319.946 GMT
PegaCRM-Work-SFA-Lead-Ind PegaCRM-SFA crmPostCreateOpportunity RULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-LEAD-IND CRMPOSTCREATEOPPORTUNITY #20180613T140319.990 GMT
PegaCRM-Work-SFA-Lead PegaCRM-SFA crmConvertLead RULE-OBJ-FLOW PEGACRM-WORK-SFA-LEAD CRMCONVERTLEAD #20180613T140438.069 GMT
PegaCRM-Work-SFA-Lead-Ind PegaCRM-SFA ContactExists Create New RULE-OBJ-FIELDVALUE PEGACRM-WORK-SFA-LEAD-IND CONTACTEXISTS!CREATE NEW #20180613T140418.631 GMT
PegaCRM-Work-SFA-Lead-Ind PegaCRM-SFA ContactExists Select Existing RULE-OBJ-FIELDVALUE PEGACRM-WORK-SFA-LEAD-IND CONTACTEXISTS!SELECT EXISTING #20180613T140418.653 GMT
PegaCRM-Work-SFA-Lead-Ind PegaCRM-SFA crmConvertLead RULE-OBJ-FLOW PEGACRM-WORK-SFA-LEAD-IND CRMCONVERTLEAD #20180613T140438.838 GMT
PegaCRM-Work-SFA-Lead PegaCRM-SFA crmConvertLead RULE-OBJ-FLOWACTION PEGACRM-WORK-SFA-LEAD CRMCONVERTLEAD #20180613T140512.264 GMT
PegaCRM-Work-SFA-Lead-Ind PegaCRM-SFA crmConvertLead RULE-OBJ-FLOWACTION PEGACRM-WORK-SFA-LEAD-IND CRMCONVERTLEAD #20180613T140512.504 GMT
Code-Pega-List PegaCRM-SFA GetSourceFromRD RULE-OBJ-MODEL CODE-PEGA-LIST GETSOURCEFROMRD #20180613T140525.897 GMT
PegaCRM-Work-SFA-Lead PegaCRM-SFA crmConvertLead RULE-OBJ-MODEL PEGACRM-WORK-SFA-LEAD CRMCONVERTLEAD #20180613T140604.829 GMT
PegaCRM-Work-SFA-Lead-Ind PegaCRM-SFA crmConvertLead RULE-OBJ-MODEL PEGACRM-WORK-SFA-LEAD-IND CRMCONVERTLEAD #20180613T140606.216 GMT
PegaCRM-Work-SFA-Opportunity PegaCRM-SFA SetOpptyStages RULE-OBJ-MODEL PEGACRM-WORK-SFA-OPPORTUNITY SETOPPTYSTAGES #20180613T140612.734 GMT
PegaCRM-Work-SFA-Opportunity PegaCRM-SFA CrmGetOppAccOrg RULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-SFA-OPPORTUNITY CRMGETOPPACCORG #20180613T140711.225 GMT
PegaCRM-Work-SFA-Opportunity PegaCRM-SFA CrmGetOppTrendPredictors RULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-SFA-OPPORTUNITY CRMGETOPPTRENDPREDICTORS #20180613T140711.264 GMT
PegaCRM-Work-Task-CustAct PegaCRM-SFA CallReportsByContact RULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK-CUSTACT CALLREPORTSBYCONTACT #20180613T140734.555 GMT
PegaCRM-Work-Task-CustAct PegaCRM-SFA CallReportsByOrg RULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK-CUSTACT CALLREPORTSBYORG #20180613T140734.609 GMT
PegaCRM-Work-Task-CustAct PegaCRM-SFA CallReportsPerMonth RULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK-CUSTACT CALLREPORTSPERMONTH #20180613T140734.665 GMT
PegaCRM-Work-Task-CustAct PegaCRM-SFA crmSalesActivities RULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK-CUSTACT CRMSALESACTIVITIES #20180613T140735.565 GMT
PegaCRM-Work-Task-CustAct PegaCRM-SFA GetActivitiesByContact RULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK-CUSTACT GETACTIVITIESBYCONTACT #20180613T140735.667 GMT
PegaCRM-Work-Task-CustAct PegaCRM-SFA ListOfCustomerActivities RULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK-CUSTACT LISTOFCUSTOMERACTIVITIES #20180613T140735.786 GMT
PegaCRM-Work-Task PegaCRM-SFA UpcomingTasks RULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK UPCOMINGTASKS #20180613T140736.573 GMT
PegaCRM-Work-Task PegaCRM-SFA TasksRelatedToContact RULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK TASKSRELATEDTOCONTACT #20180613T140736.428 GMT
Embed-UserFunction PegaCRM-SFA StageDisplayOrderWithClosed RULE-ALIAS-FUNCTION EMBED-USERFUNCTION STAGEDISPLAYORDERWITHCLOSED #20180613T135433.644 GMT
PegaCRM-Work-SFA-Opportunity PegaCRM-SFA CountOfOppByProd RULE-OBJ-PROPERTY PEGACRM-WORK-SFA-OPPORTUNITY COUNTOFOPPBYPROD #20180613T135420.401 GMT
PegaCRM-Work-SFA-Opportunity PegaCRM-SFA SumOfAmounttByProd RULE-OBJ-PROPERTY PEGACRM-WORK-SFA-OPPORTUNITY SUMOFAMOUNTTBYPROD #20180613T135421.971 GMT
Embed-Stage PegaCRM-SFA D_crmCaseStagesAllSteps RULE-DECLARE-PAGES D_CRMCASESTAGESALLSTEPS #20180613T135507.630 GMT
PegaCRM-Data-Product PegaCRM-SFA D_crmProductOpen RULE-DECLARE-PAGES D_CRMPRODUCTOPEN #20180613T135509.708 GMT
PegaCRM-Data-SalesGoal PegaCRM-SFA D_GoalAttainments RULE-DECLARE-PAGES D_GOALATTAINMENTS #20180613T135515.105 GMT
PegaCRM-Work-SFA-Lead PegaCRM-SFA D_LeadSource RULE-DECLARE-PAGES D_LEADSOURCE #20180613T135518.534 GMT
PegaCRM-Work-SFA-Opportunity PegaCRM-SFA D_OpportunitySource RULE-DECLARE-PAGES D_OPPORTUNITYSOURCE #20180613T135519.573 GMT
PegaCRM-Data-SalesPlay PegaCRM-SFA D_SelectSalesPlay RULE-DECLARE-PAGES D_SELECTSALESPLAY #20180613T135521.509 GMT
Data-Portal PegaCRM-SFA Dashboard_OpportunitiesByStageWidget RULE-HTML-SECTION DATA-PORTAL DASHBOARD_OPPORTUNITIESBYSTAGEWIDGET #20180613T135651.175 GMT
Data-Portal PegaCRM-SFA Dashboard_OpprtunitiesByProduct RULE-HTML-SECTION DATA-PORTAL DASHBOARD_OPPRTUNITIESBYPRODUCT #20180613T135651.261 GMT
Data-Portal PegaCRM-SFA WonLostDealsWidget RULE-HTML-SECTION DATA-PORTAL WONLOSTDEALSWIDGET #20180613T135729.415 GMT
PegaCRM-Entity-Contact PegaCRM-SFA crmConvertLead_CreateIndAccount RULE-HTML-SECTION PEGACRM-ENTITY-CONTACT CRMCONVERTLEAD_CREATEINDACCOUNT #20180613T135819.967 GMT
PegaCRM-Work-SFA-Lead PegaCRM-SFA crmConvertLead RULE-HTML-SECTION PEGACRM-WORK-SFA-LEAD CRMCONVERTLEAD #20180613T140026.279 GMT
PegaCRM-Work-SFA-Lead PegaCRM-SFA crmConvertLeadContact RULE-HTML-SECTION PEGACRM-WORK-SFA-LEAD CRMCONVERTLEADCONTACT #20180613T140026.351 GMT
PegaCRM-Work-SFA-Lead PegaCRM-SFA crmConvertLeadTab RULE-HTML-SECTION PEGACRM-WORK-SFA-LEAD CRMCONVERTLEADTAB #20180613T140026.389 GMT
PegaCRM-Work-SFA-Lead PegaCRM-SFA crmConvertLeadToContact RULE-HTML-SECTION PEGACRM-WORK-SFA-LEAD CRMCONVERTLEADTOCONTACT #20180613T140026.428 GMT
PegaCRM-Work-SFA-Lead-Ind PegaCRM-SFA crmConvertLead RULE-HTML-SECTION PEGACRM-WORK-SFA-LEAD-IND CRMCONVERTLEAD #20180613T140028.547 GMT
PegaCRM-Work-SFA-Opportunity PegaCRM-SFA crmPopulateStages RULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-OPPORTUNITY CRMPOPULATESTAGES #20180705T122419.539 GMT
Rule-Obj-FieldValue PegaCRM-SFA D_crmStages_Opportunity RULE-DECLARE-PAGES D_CRMSTAGES_OPPORTUNITY #20180613T135510.049 GMT
Rule-Obj-FieldValue PegaCRM-SFA D_crmStages_Opportunity_Mobile RULE-DECLARE-PAGES D_CRMSTAGES_OPPORTUNITY_MOBILE #20180613T135510.106 GMT
PegaCRM-Work- PegaCRM-SFA crmPopulateStages RULE-OBJ-ACTIVITY PEGACRM-WORK- CRMPOPULATESTAGES #20180613T140310.373 GMT
Code-Pega-List PegaCRM-SFA crmPopulateStages_CovertLead RULE-OBJ-ACTIVITY CODE-PEGA-LIST CRMPOPULATESTAGES_COVERTLEAD #20180613T140208.337 GMT
PegaCRM-Work-SFA-Opportunity PegaCRM-SFA crmPopulateStages_CovertLead RULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-OPPORTUNITY CRMPOPULATESTAGES_COVERTLEAD #20180613T140327.042 GMT
PegaCRM-Work- PegaCRM-SFA crmPopulateStagesLeadConv RULE-OBJ-ACTIVITY PEGACRM-WORK- CRMPOPULATESTAGESLEADCONV #20180613T140310.407 GMT
Code-Pega-List PegaCRM-SFA crmPopulateStages_Opportunity RULE-OBJ-ACTIVITY CODE-PEGA-LIST CRMPOPULATESTAGES_OPPORTUNITY #20180613T140208.402 GMT
PegaCRM-Work-SFA-Opportunity PegaCRM-SFA crmUpdateNextStage RULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-OPPORTUNITY CRMUPDATENEXTSTAGE #20180613T140328.103 GMT
PegaCRM-Work-SFA-Opportunity-Ind PegaCRM-SFA crmOpportunityBasicInfo_convertLead RULE-HTML-SECTION PEGACRM-WORK-SFA-OPPORTUNITY-IND CRMOPPORTUNITYBASICINFO_CONVERTLEAD #20180613T140059.283 GMT
PegaCRM-Work-SFA-Opportunity-Ind PegaCRM-SFA WorkPrimaryDetailsLeadConv RULE-HTML-SECTION PEGACRM-WORK-SFA-OPPORTUNITY-IND WORKPRIMARYDETAILSLEADCONV #20180613T140100.735 GMT
PegaCRM-Work-SFA- PegaCRM-SFA crmConvertLeadIndOpp_Mobile RULE-OBJ-MODEL PEGACRM-WORK-SFA- CRMCONVERTLEADINDOPP_MOBILE #20180613T140603.834 GMT
PegaCRM-Work-SFA-Lead PegaCRM-SFA crmDetermineStageColor RULE-OBJ-MODEL PEGACRM-WORK-SFA-LEAD CRMDETERMINESTAGECOLOR #20180613T140604.960 GMT
PegaCRM-Work-SFA-Lead PegaCRM-SFA crmStages RULE-OBJ-MODEL PEGACRM-WORK-SFA-LEAD CRMSTAGES #20180613T140605.348 GMT
PegaCRM-Work-SFA-Opportunity PegaCRM-SFA crmGetStages RULE-OBJ-MODEL PEGACRM-WORK-SFA-OPPORTUNITY CRMGETSTAGES #20180705T122436.322 GMT
PegaCRM-Work-SFA-Opportunity PegaCRM-SFA crmStages RULE-OBJ-MODEL PEGACRM-WORK-SFA-OPPORTUNITY CRMSTAGES #20180613T140611.784 GMT
Rule-Obj-FieldValue PegaCRM-SFA D_crmStages_Opportunity_dataLoader RULE-DECLARE-PAGES D_CRMSTAGES_OPPORTUNITY_DATALOADER #20180613T135510.078 GMT
Code-Pega-List PegaCRM-SFA crmLoadCaseStages RULE-OBJ-ACTIVITY CODE-PEGA-LIST CRMLOADCASESTAGES #20180626T112846.424 GMT
Code-Pega-List PegaCRM-SFA crmPopulateStages RULE-OBJ-ACTIVITY CODE-PEGA-LIST CRMPOPULATESTAGES #20180613T140208.307 GMT
Code-Pega-List PegaCRM-SFA crmPopulateStagesLeadConv RULE-OBJ-ACTIVITY CODE-PEGA-LIST CRMPOPULATESTAGESLEADCONV #20180613T140208.367 GMT
PegaCRM-Work-SFA-Opportunity PegaCRM-SFA crmDetermineStageColor RULE-OBJ-MODEL PEGACRM-WORK-SFA-OPPORTUNITY CRMDETERMINESTAGECOLOR #20180613T140611.355 GMT
Embed-Stage PegaCRM-SFA D_crmCaseStages RULE-DECLARE-PAGES D_CRMCASESTAGES #20180626T112852.221 GMT
PegaCRM-Work- PegaCRM-SFA D_crmConvertLeadStages RULE-DECLARE-PAGES D_CRMCONVERTLEADSTAGES #20180613T135508.032 GMT
PegaCRM-Work-SFA-Lead PegaCRM-SFA D_crmDetermineLeadStageColor RULE-DECLARE-PAGES D_CRMDETERMINELEADSTAGECOLOR #20180613T135508.058 GMT
PegaCRM-Work-SFA-Opportunity PegaCRM-SFA D_crmDetermineOppStageColor RULE-DECLARE-PAGES D_CRMDETERMINEOPPSTAGECOLOR #20180823T180103.792 GMT
PegaCRM-Work- PegaCRM-SFA D_crmStages RULE-DECLARE-PAGES D_CRMSTAGES #20180613T135509.991 GMT
PegaCRM-Work- PegaCRM-SFA D_crmStagesLeadConv RULE-DECLARE-PAGES D_CRMSTAGESLEADCONV #20180613T135510.020 GMT
PegaCRM-Work-SFA-Lead PegaSA-Advisor crmQualifyLead RULE-OBJ-FLOW PEGACRM-WORK-SFA-LEAD CRMQUALIFYLEAD #20180613T134531.710 GMT
PegaCRM-Work-SFA-Lead PegaSA-Advisor crmQualifyLeadToOpp RULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-LEAD CRMQUALIFYLEADTOOPP #20180613T134528.153 GMT
PegaCRM-Work-SFA-Lead PegaSA-Advisor crmConvertLeadToNewOpp RULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-LEAD CRMCONVERTLEADTONEWOPP #20180613T134528.093 GMT
PegaCRM-Work-SFA-Lead PegaSA-Advisor crmDetermineStatus RULE-DECLARE-DECISIONTABLE PEGACRM-WORK-SFA-LEAD CRMDETERMINESTATUS #20180613T134517.474 GMT
PegaCRM-Work-SFA-Opportunity SA-Artifacts WorkPrimaryDetailsLeadConv RULE-HTML-SECTION PEGACRM-WORK-SFA-OPPORTUNITY WORKPRIMARYDETAILSLEADCONV #20180705T122455.083 GMT
PegaCRM-Work-Task-CustAct SA-Artifacts ListOfCIsForAnOrg RULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK-CUSTACT LISTOFCISFORANORG #20180613T133832.180 GMT
PegaCRM-Work-Task-CustAct SA-Artifacts GetLastOrgActivityDetails RULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK-CUSTACT GETLASTORGACTIVITYDETAILS #20180613T133832.119 GMT
PegaCRM-Work-SFA-Lead-Ind SA-LocalCampaigns crmCreateOpportunity RULE-OBJ-ACTIVITY PEGACRM-WORK-SFA-LEAD-IND CRMCREATEOPPORTUNITY #20180613T134219.702 GMT

Deprecated rules in 7.4

The following table lists the deprecated rules in Pega Sales Automation 7.4:

Class name Rule Key
PegaCRM-Work-SFA-Opportunity-Ind CSForSA RULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-SFA-OPPORTUNITY-IND GETOPENOPPORTUNITYCASES #20180118T084539.408 GMT
PegaCRM-Entity-Contact PegaCRM RULE-OBJ-REPORT-DEFINITION PEGACRM-ENTITY-CONTACT CRMCONTACTLISTC2A #20180104T050917.033 GMT
PegaCRM-Data-AirportCode PegaCRM RULE-OBJ-PROPERTY PEGACRM-DATA-AIRPORTCODE CODE #20171220T033322.811 GMT
PegaCRM-Data-AirportCode PegaCRM RULE-DECLARE-PAGES DECLARE_CRMAIRPORTCODES #20171220T033326.806 GMT
PegaCRM-Data-SalesPlay PegaCRM RULE-DECLARE-PAGES D_SALESPLAYBYID #20171220T033326.762 GMT
PegaCRM-Data-SalesPlay PegaCRM RULE-OBJ-MODEL PEGACRM-DATA-SALESPLAY PYDEFAULT #20171220T033321.883 GMT
PegaCRM-Data-SalesPlay PegaCRM RULE-DECLARE-PAGES D_SALESPLAY #20171220T033326.584 GMT
PegaCRM-Data-SalesPlay PegaCRM RULE-HTML-SECTION PEGACRM-DATA-SALESPLAY DISPLAYSALESPLAY #20171220T033321.648 GMT
PegaCRM-Data-SalesPlay PegaCRM RULE-HTML-SECTION PEGACRM-DATA-SALESPLAY CRMSALESPLAYS #20171220T033321.712 GMT
  PegaCRM RULE-ACCESS-ROLE-NAME PEGACRM-SFA:SUGGESTEDVISITS #20180214T072421.224 GMT
PegaCRM-Data-AirportCode PegaCRM RULE-OBJ-ACTIVITY PEGACRM-DATA-AIRPORTCODE LOADAIRPORTCODES #20171220T033321.332 GMT
PegaCRM-Data-SalesPlay PegaCRM RULE-OBJ-ACTIVITY PEGACRM-DATA-SALESPLAY SAVESALESPLAY #20171220T033321.436 GMT
PegaCRM-Data-SalesPlay PegaCRM-SFA RULE-OBJ-FLOWACTION PEGACRM-DATA-SALESPLAY CRMSALESPLAYS #20171220T033321.978 GMT
PegaCRM-Data-AirportCode PegaCRM-SFA RULE-OBJ-PROPERTY PEGACRM-DATA-AIRPORTCODE AIRPORT #20171220T033322.727 GMT
PegaCRM-Data-SalesPlay PegaCRM-SFA RULE-OBJ-PROPERTY PEGACRM-DATA-SALESPLAY SALESPLAYREQUIRED #20171220T033326.485 GMT
PegaCRM-Data-SalesPlay PegaCRM-SFA RULE-OBJ-PROPERTY PEGACRM-DATA-SALESPLAY SALESPLAYOBJECTIVE #20171220T033320.231 GMT
PegaCRM-Data-SalesPlay PegaCRM-SFA RULE-OBJ-PROPERTY PEGACRM-DATA-SALESPLAY SALESPLAYTYPE #20171220T033320.289 GMT
PegaCRM-Data-SalesPlay PegaCRM-SFA RULE-OBJ-PROPERTY PEGACRM-DATA-SALESPLAY SPID #20171220T033320.096 GMT
PegaCRM-Data-SalesPlay PegaCRM-SFA RULE-OBJ-MODEL PEGACRM-DATA-SALESPLAY LOADSPLOOKUP #20171220T033313.755 GMT
Data-Admin-Operator-ID PegaCRM-SFA RULE-HTML-SECTION DATA-ADMIN-OPERATOR-ID DASHBOARD_LEADERBOARDACTIVITY #20180223T060758.177 GMT
Data-Portal PegaCRM-SFA RULE-HTML-SECTION DATA-PORTAL WONLOSTDEALSWIDGET #20180214T072420.570 GMT
PegaCRM-Data-SalesPlay PegaCRM-SFA RULE-DECLARE-PAGES D_SELECTSALESPLAY #20171220T033320.727 GMT
PegaCRM-Work-Task PegaCRM-SFA RULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK TASKSRELATEDTOCONTACT #20180118T084519.242 GMT
PegaCRM-Work-Task-CustAct PegaCRM-SFA RULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK-CUSTACT CRMSALESACTIVITIES #20180118T084531.201 GMT
PegaCRM-Work-Task-CustAct PegaCRM-SFA RULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK-CUSTACT CALLREPORTSPERMONTH #20180104T050908.203 GMT
PegaCRM-Work-Task-CustAct PegaCRM-SFA RULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK-CUSTACT CALLREPORTSBYORG #20180104T050908.019 GMT
PegaCRM-Work-Task-CustAct PegaCRM-SFA RULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK-CUSTACT CALLREPORTSBYCONTACT #20180104T050907.587 GMT
PegaCRM-Work-SFA-Opportunity PegaCRM-SFA RULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-SFA-OPPORTUNITY CRMGETOPPACCORG #20180104T050908.680 GMT
PegaCRM-Work-SFA-Opportunity PegaCRM-SFA RULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-SFA-OPPORTUNITY CRMGETOPPTRENDPREDICTORS #20180104T050908.792 GMT
PegaCRM-Work-Task-CustAct PegaCRM-SFA RULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK-CUSTACT GETACTIVITIESBYCONTACT #20180104T050908.917 GMT
PegaCRM-Work-Task-CustAct PegaCRM-SFA RULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK-CUSTACT LISTOFCUSTOMERACTIVITIES #20180104T050909.215 GMT
PegaCRM-Work-Task PegaCRM-SFA RULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK UPCOMINGTASKS #20180104T050909.908 GMT
PegaFW-Data-EWSTimezones PegaCRMFW-ExchangeImpl RULE-OBJ-REPORT-DEFINITION PEGAFW-DATA-EWSTIMEZONES DATATABLEEDITORREPORT #20171220T033327.521 GMT
PegaFW-Data-EWSTimezones PegaCRMFW-ExchangeImpl RULE-DECLARE-PAGES D_EWSTIMEZONEIDS #20171220T033327.655 GMT
PegaFW-Data-EWSTimezones PegaCRMFW-ExchangeImpl RULE-DECLARE-PAGES D_EWSTIMEZONEIDSLIST #20171220T033327.717 GMT
PegaFW-Data-EWSTimezones PegaCRMFW-ExchangeImpl RULE-OBJ-PROPERTY PEGAFW-DATA-EWSTIMEZONES TIMEZONEID #20171220T033327.601 GMT
PegaCRM-Work-Task-CustAct SA-Artifacts RULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK-CUSTACT LISTOFCISFORANORG #20180104T050918.763 GMT
PegaCRM-Work-Task-CustAct SA-Artifacts RULE-OBJ-REPORT-DEFINITION PEGACRM-WORK-TASK-CUSTACT GETLASTORGACTIVITYDETAILS #20180118T084539.749 GMT

New columns in 7.4

The following table lists the new columns in the tables in Pega Sales Automation 7.4:
Table name New columns
pr_operators PRIVATERECORDS, NETWORKID
crm_entity_contact DONTCALL, DONTEMAIL, DEPARTMENT, INFLUENCERATING, RESPONSIBILITYDESCRIPTION, REPORTSTO, PXCURRENTSTAGELABEL, PXCURRENTSTAGE, PXAPPLICATION, PXAPPLICATIONVERSION, PYSLAACTION, MANAGEMENTLEVEL
crm_entity_account TICKER, ACCOUNTOWNERNAMES, PXCURRENTSTAGELABEL, PXCURRENTSTAGE, PXAPPLICATION, PXAPPLICATIONVERSION, PYSLAACTION
crm_entity_org SHORTNAME, PARENTID, PXCURRENTSTAGELABEL, PXCURRENTSTAGE, PXAPPLICATION, PXAPPLICATIONVERSION, PYSLAACTION
crm_work_lead SOURCE, SUBSOURCE, REVENUE, LEADFAX, WEBSITE, EMPLOYEECOUNT, PXCURRENTSTAGELABEL, PXCURRENTSTAGE, PXAPPLICATION, PXAPPLICATIONVERSION, PYSLAACTION, DAYSINACTIVE
crm_work_opportunity PXCURRENTSTAGELABEL, PXCURRENTSTAGE, PXAPPLICATION, PXAPPLICATIONVERSION, PYSLAACTION
crm_entity_partner OFFICEPHONE, FAXNUMBER, WORKEMAIL, PXCURRENTSTAGELABEL, PXCURRENTSTAGE, PXAPPLICATION, PXAPPLICATIONVERSION, PYSLAACTION
CRM_ENTITY_RLTNSHPGRP_HH PXAPPLICATION, PXAPPLICATIONVERSION, PYSLAACTION
crm_link_c2o LINKFIRSTNAME, LINKLASTNAME, PXCOMMITDATETIME,PXSAVEDATETIME, PXCURRENTSTAGELABEL, PXCURRENTSTAGE, PXAPPLICATION, PXAPPLICATIONVERSION, PYOWNERUSERID, PYSLAACTION
CRM_Work_Appointment PXCURRENTSTAGELABEL, PXCURRENTSTAGE, PXAPPLICATION, PXAPPLICATIONVERSION, PYSLAACTION, ISALLDAYEVENT
fw_work_appointment PXCURRENTSTAGELABEL, PXCURRENTSTAGE, PXAPPLICATION, PXAPPLICATIONVERSION, PYSLAACTION
crm_audit_lead_stage STAGELASTCHANGED, PXCURRENTSTAGELABEL, PXCURRENTSTAGE, PXAPPLICATION, PXAPPLICATIONVERSION, PYSLAACTION
sfa_audit_work_owner PXCOMMITDATETIME, PXSAVEDATETIME, PXCURRENTSTAGELABEL, PXCURRENTSTAGE, PXAPPLICATION, PXAPPLICATIONVERSION, PYOWNERUSERID, PYSLAACTION
sfa_opportunity_predictors WINPROBABILITY, PYOWNERUSERID, TICKER, ACCOUNTOWNERNAMES, PXCURRENTSTAGELABEL, PXCURRENTSTAGE, PXAPPLICATION, PXAPPLICATIONVERSION, PYSLAACTION
CRM_HIST_ENTITY_RLTNSHPGRP PXSAVEDATETIME, PXCLIENTTIMECREATED
CRM_HIST_ENTITY_RLTNSHPGRP_HH PXSAVEDATETIME, PXRULEACTION, PYHASHISTORYSNAPSHOT
CRM_HIST_RLTNSHP_HHMEMBER PXSAVEDATETIME, PXRULEACTION, PYHASHISTORYSNAPSHOT
CRM_Hist_Work_Appointment PXCOMMITDATETIME, PXSAVEDATETIME, PXLATITUDE, PXLONGITUDE, PXCLIENTTIMECREATED
crm_hist_work_lead PXCOMMITDATETIME, PXSAVEDATETIME, PXLATITUDE, PXLONGITUDE, PXCLIENTTIMECREATED
crm_hist_work_opportunity PXCOMMITDATETIME, PXSAVEDATETIME, PXLATITUDE, PXLONGITUDE, PXCLIENTTIMECREATED
crm_hist_work_task PXCOMMITDATETIME, PXSAVEDATETIME, PXLATITUDE, PXLONGITUDE, PXCLIENTTIMECREATED
fw_hist_work_appointment PXCOMMITDATETIME, PXSAVEDATETIME, PXRULEACTION, PYHASHISTORYSNAPSHOT
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