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Article

Apr 9, 2019

Pega Sales Automation™ uses Pega's Customer Decision Hub and Decision Management capabilities to identify the next-best-action for every opportunity in the application. When you configure next-best-action strategies for Pega Sales Automation, you can display the Next Best Actions widget on…

Article

Apr 9, 2019

Pega Sales Automation uses Pega's Customer Decision Hub and Decision Management capabilities to identify the next-best-action for every opportunity in the application. Prerequisites To use next-best-action strategies with Pega Sales Automation, the following decisioning tools and services are…

Article

Apr 1, 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…

Support Article

Aug 24, 2018

Summary When users access Pega Sales Automation 7.21 though mobile, the portals are not working.  The portals are unable to convert in mobile screens. The mobile app works fine, it seems to be this one page that has the issue in Sales Automation. Error Messages Not Applicable Steps to Reproduce…

Support Article

Jul 4, 2018

Summary User is getting a validation error while processing an application and is unable to move further from census screen. Error Messages Census:Applicant is ineligible for coverage, cannot complete application process error is displayed. Steps to Reproduce 1. Login to the system.  2. Click on…

Support Article

Jan 31, 2018

Summary Unable to select filter icons in a report. Error Messages Not Applicable. Steps to Reproduce Log in to Sales Automation application Click Reports Enter a any report Select the report filter in any of the columns Root Cause A defect in Pegasystems’ code or rules. Filter icons on grid are…

Support Article

Jan 16, 2018

Summary Performance degrades on fetching the contacts related information while using the Pega Outlook plug-in. Error Messages Not Applicable. Steps to Reproduce Install Pega Outlook plug-in Log in to Pega application from the add-in tab Select an email received from an existing contact in Pega…

Support Article

Dec 13, 2017

Summary Outlook plug-in displays the default Pega portal window. Error Messages Not Applicable Steps to Reproduce Open Outlook. Navigate to open the Add-Ins tab > login to Outlook plug-in. Check the correctness of the plug-in tab. Log out from the plug-in. Do not close Outlook. Log in to the…

Support Article

Dec 1, 2017

Summary The Microsoft Outlook integration fails and generates a validation error, when using a load balanced URL in Pega 7.2.1 with Pega Sales Automation 7.22. Error Messages Outlook Plugin: Login Unsuccessful. Please check User Name, Password /Check with System Administrator Steps to Reproduce…

Support Article

Nov 30, 2017

Summary Case-sensitivity mismatch between database class mapping and auto-generated database views occurs when using CRM-FS v7.31 application on the MS-SQL Server; and a few of the Sales Automation horizontal report definitions such as, ContactsByTerritoryB2B fail. Error Messages Not Applicable…