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Article

Sep 30, 2019

The following articles provide important supplemental information for users upgrading from an earlier version of Pega Sales Automation™. For detailed upgrade procedures, download the upgrade guide for your version from the Pega Sales Automation product page . Crucial upgrade information for Pega…

Sep 30, 2019

Find resources and support for Pega Sales Automation, which allows you to quickly standardize and automate the sales process, and provide management with insights.

Article

Sep 30, 2019

In Pega Sales Automation 8.3, all agents are changed into queue processors to give you more flexibility, stability, and scalability for background processes. Because of this change, all agents are disabled and deprecated. All queue processors are active by default, but you must include background…

Article

Sep 25, 2019

Before upgrading any Pega Customer Relationship Management applications, you must review important information about product changes for each release. Some product changes require user action before upgrading to ensure a successful upgrade. This article summarizes important information related to…

Article

Sep 13, 2019

You can extend the availability of the Pega Sales Automation application by implementing and distributing the application as a mobile app. The Pega Sales Automation mobile app supports most application functionality, and users can access the mobile app in both online and offline modes. The…

Article

Sep 13, 2019

Pega Customer Service, Pega Sales Automation, and Pega Marketing are components of the Pega Customer Relationship Management suite of applications. These applications include the following customer relationship management features: Access to the applications in a common environment and the ability…

Article

Sep 13, 2019

The Pega Customer Relationship Management suite includes a PegaCRMMarketingSample.zip file that contains the sample artifacts for the integration with Pega Marketing and Pega Customer Decision Hub. The sample artifacts assume an architecture where Pega Marketing and the calling applications (Pega…

Article

Sep 13, 2019

In a Pega Customer Relationship Management configuration, a cross-reference table is required to match the keys of a contact or organization entity from multiple systems of record to a master contact or organization entity key. Pega Customer Service is the system of record for customer data, and…

Article

Sep 13, 2019

The installation media for the Pega Customer Relationship Management suite of applications includes sample applications, a shared application, sample access groups, sample operators, and sample integration rulesets. Sample applications Access groups Sample operators Integration rulesets Sample…