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Pega Process Extender for Salesforce Classic

Extend with the power of Pega Dynamic Case Management

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Businesses need to handle marketing, sales and service activities holistically, responding not just with customer-facing activities and tasks, but with a range of system and human responses throughout the organization.

Most businesses rely on people to understand the context of a case, remember all the applications that perform different aspects of the work, and "hand stitch" it together for every situation. And when unforeseen situations arise, exceptions that can't be handled by existing policies and processes pile up. The result is inconsistency, missed opportunities, poor customer satisfaction and slower growth.

Pega Extender for (SFDC) augments SFDC functionality with secure, enterprise-scale and dynamic case management that delivery end-to-end process integration.

By bringing Pega and SFDC together, Pega offers a robust solution to help organizations get new products to market faster, market and sell more effectively and deliver excellent customer service.

Pegasystems develops strategic applications for marketing, sales, service, and operations. Pega’s applications streamline critical business operations, connect enterprises to their customers seamlessly in real-time across channels, and adapt to meet rapidly changing requirements. Many organizations using SFDC to track sales activities leverage Pega for end-to-end case management.

Key Features

  • Manage the process from start to finish.
  • Rapidly integrate with SFDC.
  • Integrate channel interactions to ensure best customer outcomes.
  • Easily scale to match business growth.
  • Pega complements SFDC functionality with model driven development for process design and decision management.
  • Easy SFDC installation creates tabs and links for cases, dashboards, reports and more.
  • Automatic authentication and single-sign-on make using Pega with SFDC fast and easy.
  • Web services automatically update Pega and SFDC with changes in Opportunities, Cases and fulfillment details.
  • Easily extensible for predictive decision management and coordinated customer service interactions.

View Documentation


Compatible with

Pega Platform 7.2.2

Last updated

March 14, 2024
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