Enhanced business conditions for 8.7 (Pega Customer Service)

After an update, the settings for business conditions are disabled by default. To ensure that business conditions are created for relevant categories and that they are applied to the suggested cases, enable the settings for the RelevantRecordCategories and EnableBusinessConditionsToConfigureSuggestedCases rules. For more information about the settings, see Enabling settings for business conditions.

This feature is enabled automatically when new customers run the Application Wizard.

Copy response time-out application setting (Pega Sales Automation)

To preserve the response time-out application setting that you were using before the update, copy the response time-out value from Dev Studio to App Studio. For information, see Copying response time-out in Pega Sales Automation.

Add stages defined on the lead case type (Pega Sales Automation)

If updating from version 7.4 or earlier, and you have customized the the D_crmStages data page, you might need to manually add the stages to the implementation layer equivalent of the lead case type. This ensures that the data page is populated correctly. For information, see Lead stages sourced from case life-cycle in Pega Sales Automation.

This feature is enabled automatically when new customers run the Application Wizard.

Mobile application has new features and enhancements (Pega Sales Automation)

After an update, to ensure that your mobile applications work correctly with the new features and enhancements, review your applications to ensure that they use best practices. For information, see Pega Sales Application mobile application.

Add the Create stage to your case types if applicable (Pega Sales Automation)

With the Create stage, users can save their draft work in their worklist without having to submit that case. After an update to Pega Sales Automation version 8.7, adopting Create stage for case types is optional. In the case your implementation app uses the default case types from Pega Sales Automation application, you can expect Create stage to be included by default in the respective case types (e.g. Appointment case type). For more information, see The Create stage in Pega Sales Automation.

Pega Customer Service

You must use the Interaction Portal that was introduced in Pega Customer Service 7. CPM/CSR legacy portals are no longer supported and do not function in this version.

Before updating to the latest version of Pega Platform, drop triggers because SQL database triggers are no longer supported.