Enable or disable Customer Relationship Management features
The Pega® Customer Service for Communications and Pega Sales Automation applications support native product features and Customer Relationship Management (CRM) features. By default, CRM features are disabled.
To enable or disable Pega Customer Relationship Management features in your application, update the following rules:
| Rule name | Rule type | Class | Ruleset | Description |
|---|---|---|---|---|
| IsCRMModeDeployment | Property | PegaCRMBase-Data-AppExt | PegaCRM-Base | Boolean property that enables or disables CRM features. |
| crmBaseAppExtModel | Data transform | PegaCRMBase-Data-AppExt | PegaCRM-Base | Extension point from the product. To enable CRM features, you can override this rule in the implementation ruleset. |
| D_crmBaseAppExtPage | Data page | PegaCRMBase-Data-AppExt | PegaCRM-Base | Uses the crmBaseAppExtModel data transform as a source. |
| EnableCRM | When rule | @baseclass | PegaCRM-Base | Enable or disable CRM features in sections, activities, and flows. Refers to the D_crmBaseAppExtPage data page. |
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