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Jan 9, 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 the important information related…

Article
Jan 3, 2019

Microsoft Exchange to Pega Sales Automation calendar integration is a background process that synchronizes your Microsoft Exchange calendar with your Pega Sales Automation calendar. The push mechanism for calendar integration listens for Exchange Web Services (EWS) notifications to identify new,…

Article
Dec 17, 2018

Pega Sales Automation provides a Pega for Outlook Office add-in that you can use to integrate your application with multiple client types depending on Exchange server versions. For a list of Pega for Outlook Office add-in limitations, see Using Pega for Outlook with Pega Sales Automation . With the…

Article
Dec 14, 2018

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
Dec 3, 2018

Pega Sales Automation provides a Pega for Outlook VSTO add-in that allows you to integrate your application with Microsoft Outlook 2010, 2013, or 2016. With the Pega for Outlook VSTO add-in, you can search, open, and display Pega sales Automation leads, contacts, and opportunities from within…

Article
Dec 3, 2018

Pega Sales Automation provides two add-ins that you can install and configure to integrate the application with Microsoft Outlook. Both add-ins provide real-time, context-specific insight into your Pega Sales Automation contacts, leads, opportunities, accounts, and organizations directly from…

Article
Nov 30, 2018

The data import File Listener uses multi-threading to increase the throughput. This is faster than the data import wizard, which uses a single thread. Always use the data import File Listener when importing large data volumes (millions of rows). Pega Sales Automation comes with a file listener for…

Article
Nov 21, 2018

Pega Sales Automation to Microsoft Exchange calendar integration is a background process that synchronizes your Pega Sales Automation calendar with your Microsoft Exchange calendar. With this integration, you can create, update, and cancel appointments in the Pega Sales Automation application and…

Article
Nov 16, 2018

To use the LinkedIn Sales Navigator directly in your Pega Sales Automation application, you must integrate the LinkedIn Sales Navigator with the Pega Sales Automation application. Integrating with LinkedIn Sales Navigator enables sales representatives to find new contacts with recommended leads and…

Article
Nov 2, 2018

Use the Pega Sales Automation sample data templates as examples when creating your comma-separated values ( CSV) files to ensure that the CSV file that you want to import contains the fields and values that are allowed by Pega Sales Automation and that all required fields are provided. If you find…