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Working with the Pega Sales Automation sample data

Pega Sales Automation™ includes a sample data package that you can use to demonstrate the application's features. The sample data package consists of a sales manager, Sarah Kendall, and her ten direct reportees as sales representatives. It also includes the following data types and tools:

  • Sample data for organizations, accounts, contacts, leads, opportunities, sales teams (operators and their sales goals), engagement maps, and tasks.
  • Utilities to reset the sample data.
  • A Pega Web Mashup gadget for leads.
  • Sample vendor information to demonstrate the creation of contacts from business cards.

For information about how to import the sample data package, see the Installation Guide on the Pega Sales Automation, Pega Sales Automation for Financial Services, and Pega Sales Automation for Healthcare product pages.

To work with the sample data package, complete the following steps:

Resetting the sample data

The provided sample data uses default time periods. Many dashboard widgets in Pega Sales Automation require that data be in the current quarter or within the six month period that is immediately prior to the current date. You can use the Reset Sample Data utility to update the default time periods so that your dashboards and forecasts display current data.

  1. Log in to the Pega Platform by entering the credentials for the sfasamplesysadmin operator ID.
  2. Click Launch web interface > SFA for Sales Ops.
  3. In the navigation pane, click Tools.
  4. Click Reset Sample Data.

When you run the Reset Sample Data utility, the application invokes the PrepareDemoData activity rule to compare the sample time periods that are provided with the current system date. Verify that time periods are created.

  • The SampleDataEndDate dynamic system setting in Pega Sales Automation stores the end date of the sample data. This setting changes for each release as the sample data is updated. The Reset Sample Data utility uses the current system date and the dynamic system setting date to compute the number of days to add to make the sample data current. For example, if the current system date is June 30, 2017 and the SampleDataEndDate value is March 31, 2017, the Reset Sample Data utility adds 90 days to the SampleDataEndDate setting to make the time periods current.
  • The logic moves created dates and closed dates.

Generating timeline data for sample contacts

After you reset the sample data, you can generate timeline data for the sample contacts.

  1. Log in to the Pega Platform by entering the credentials for the sfasamplesysadmin operator ID.
  2. Click Launch web interface > SFA for Sales Ops.
  3. In the navigation pane, click Tools.
  4. Click Populate Customer Movie.
  5. On the Execute Populate Customer Movie dialog box, in the Populate for field, select one of the following options:
    • To generate timeline data for all sample contacts, select ALL.
    • To generate timeline data for a specific sample contact, select One. You are then prompted to enter a Contact ID.
  6. Click OK.

Resetting the artificial intelligence data

If you have activated and trained the Pega Sales Automation adaptive models for artificial intelligence (AI), you can use the Reset AI Data utility in the application to display AI data for your leads, opportunities, and dashboards. For more information, see Activating and training Pega Sales Automation adaptive models for artificial intelligence.

  1. Log in to the Pega Platform by entering the credentials for the sfasamplesysadmin operator ID.
  2. Click Launch web interface > SA for Sales Ops.
  3. In the navigation pane, click Tools.
  4. Click Reset AI Data.

When you run the Reset AI Data utility, the application performs the following activities:

  • Resets the NBA Quadrant data
  • Resets the hiring date details for sales representatives between 3 months to 18 months
  • Resets the create date time for leads and the date of birth for contacts to get Call contact and Convey birthday wishes to contact next-best-action recommendations
  • Sets trend data for opportunities and organizations for opportunity insights and next-best-action recommendations
  • Takes a snapshot of opportunities and updates predictor tables
  • Resets the create date of leads to set the lead age and average time to convert leads predictors

You can update the Pega-provided sample data by using the Pega Sales Automation Data import wizard. For more information, see Importing the Pega Sales Automation sample data.

Because the application maintains unique IDs for sample data, when you update the sample data, in the Data import wizard, in the Purpose field, you must select the Add or update option.

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