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Reusing CRM data types

Updated on April 6, 2022

Use Customer Relationship Management (CRM) core data types to bring your data into your application. These data types are useful, for example, when you want to use Pega Platform as both an application and a system of record in your cloud environment.

You can either import your data into the CRM data types or use integration to communicate with your own system of record.

The data type tables are part of the CustomerData database schema.

The CRM data types are: Contact, Address, Organization, Role, ContactOrgRel, OrgOrgRel, and ContactContactRel. These data types and related rules are part of the Pega-SharedData ruleset. The Pega-SharedData ruleset is included in PegaRules.

CustomerData is set up during deployment and cannot be changed.

All tables in the CustomerData schema are non-Pega formatted; that is, they do not contain any Pega internal columns such as a BLOB column, pzinskey, or pxObjClass. Any new tables that you add to CustomerData are added as non-Pega formatted tables. Pega formatted tables cannot be added to CustomerData.

Class names and database table names for these data types begin with PegaData-. You can view the class and database table configurations in Dev Studio by searching for PegaData- and selecting the class or database table you want to view.

The tables and their relationships to one another are shown in the following graphic:

CRM data types

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