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Article

Sep 30, 2019

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…

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…

Article

Sep 13, 2019

Pega Customer Service and Pega Sales Automation use their native data models for contact, organization, and other data entities. Because the data models are different in both of these applications, the synchronization of data for contact or organization entities is accomplished by using stub rules…

Article

Aug 14, 2019

Pega Sales Automation™ empowers your sales team to uncover hidden revenue, drive faster deal progression, and sell smarter – across any channel. Pega Sales Automation 8 includes the following key features: Deliver in moments of opportunity with AI-fueled Next Best Action enhancements (8.3) Boost…

Article

Aug 9, 2019

Pega Sales Automation™ applications provide a set of standard dashboard widgets that capture your sales data to give you a real-time view of the state of your business. You can customize dashboards to display the widgets that you need. When customizing dashboards, the widgets window shows a list of…