Showing 95 result(s) for Pega Sales Automation, and Article. (Clear filters)

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Support Article
Dec 7, 2018

Summary When using the Forecast tool, to add an Override amount, a Close Date, and a Category to an Opportunity, the Override close amount and Category are set correctly. However, on filtering the Override territory, the Opportunity displays for the same quarter and year of the Opportunity, instead…

Support Article
Nov 15, 2018

Summary On selecting a time slot in the Availability overview while creating an appointment, the start and end time of the appointment populate with time two hours ahead of the selected time. Error Messages Not Applicable Steps to Reproduce Log in to Pega Sales for Automation Select GMT for…

Support Article
Nov 15, 2018

Summary Database constraint validation error occurs during an upgrade from Sales Automation 7.13 to Sales Automation 7.31.  Error Messages Batch failure. The batch was submitted, but at least one exception occurred on an individual member of the batch. com.ibm.db2.jcc.am.…

Support Article
Nov 13, 2018

Summary In the application, when the operator locale is set to it_IT (Italy), the currency format displays incorrectly. For example, the control displays 1,00,000.00 for 100000 in the UI. For locales such as de_DE or fr _FR, the control displays the currency format correctly (100,000.00). Error…

Support Article
Oct 26, 2018

Summary In the ‘Sales Automation for Sales Ops’ portal, Leads view does not refresh for Individual or Business filter. This occurs after creating a new Lead. Error Messages Not Applicable Steps to Reproduce Create a new Individual lead. Navigate to the leads list. Switch the filter between All and…

Support Article
Oct 8, 2018

Summary Unable to add attachments to meeting requests in Microsoft Outlook. Error Messages ErrorInvalidPropertySet Steps to Reproduce Log in to the Pega 7.31 Sales Automation portal. Open Sales Automation for Sales Rep. Click Appointments link on the left menu. Click Create Appointment button on…

Support Article
Sep 12, 2018

Summary Unable to change a text input field from required to an optional field. This occurs only in Create mode. Error Messages Please correct flagged fields before submitting the form Value cannot be blank Steps to Reproduce Log in to Pega Sales Force Automation (SFA). The Create Individual Lead …

Support Article
Aug 30, 2018

Summary The Pega Sales Force Outlook plugin does not work. When clicking the plugin button in Microsoft outlook, an error occurs. Error Messages There was a problem while connecting to this plug-in application Steps to Reproduce Perform the integration as outlined in the below document: https : //…

Support Article
Aug 28, 2018

Summary In the Pega Sales Representative portal, adding an appointment below the red Time Now line, truncates the view and users are unable to view the details of the appointment (Smart Info). When attempting to open the appointment to view the details, the option to select the display for the…

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…