This procedure is required only if you are sharing data and service requests between two or more applications in the Pega Customer Relationship Management suite.

Add only the rulesets that you want to expose in the other application. The lead system architect (LSA) or project architect can provide guidance on what functionality is included in each ruleset.

Add these rulesets at the bottom of the ruleset stack so that you do not override your application's implementation rulesets. When you want to overwrite your application's rulesets, use an integration ruleset as described in "Creating integration rulesets," next.

1. View the implementation rulesets created for each of your applications.
   1. Log in to each of your applications in Dev Studio.
   2. Click Application menuDefinition.
   3. In the Application rulesets section, note the implementation rulesets created for each application.
2. Add the implementation rulesets from your Pega Sales Automation application to the bottom of the ruleset stack for your Pega Customer Service application.
   1. Log in to your Pega Customer Service application in Dev Studio.
   2. Click Application menuDefinition.
   3. In the Application rulesets section, click Add ruleset to add Pega Sales Automation rulesets to the bottom of the ruleset stack, and then click Save.
3. Add the implementation rulesets from your Pega Customer Service application to the bottom of the ruleset stack for the Pega Sales Automation application.
   1. Log in to the Pega Sales Automation implementation application in Dev Studio.
   2. Click Application menuDefinition.
   3. In the Application rulesets section, click Add ruleset to add Pega Customer Service rulesets to the bottom of the ruleset stack, and then click Save.

For example, if the Pega Customer Service application will show Pega Sales Automation Lead case service cases, you want the service case header and footer to look the same as the other Pega Customer Service services cases. In that case, save the perform harness rule for the service case into the integration ruleset for the Pega Customer Service application. Doing so overrides the Pega Sales Automation header and footer for that service case.

This procedure is required only if you are sharing data and service requests between two or more applications in the Pega Customer Relationship Management suite.

The applications include a sample integration ruleset that you can copy or use as a model for a new integration ruleset. The sample integration ruleset for Pega Customer Service is SAforCS, and the sample integration ruleset for Pega Sales Automation is CSforSA.

Complete the following steps to configure the integration rulesets:

1. Log in to your Pega Customer Service application in Dev Studio.
2. Click Application menuDefinition.
3. In the Application rulesets section, click Add ruleset.
4. Type a name for the new integration ruleset that identifies its purpose. For example, MyApp CRMIntegration, where MyApp is your application prefix.
5. Click the Open icon to the right of the ruleset field.
6. Review the default Ruleset Name, Version, and Description values, and modify the values if needed.
7. Click Create and Open, and then click Save.
8. In the ruleset field, identify which version of the ruleset to use by appending the major and minor rule version to the end of the integration ruleset name in this format: :NN-NN. For example, to select the first version of the ruleset, append :01-01 to the end of the ruleset name.
9. Move the new integration ruleset to the top of the ruleset stack by dragging the number to the left of the ruleset name to the top of the stack.
10. Click Save.
11. Repeat this procedure for your Pega Sales Automation application.

1. Open your Pega Customer Service application.
2. In the navigation pane of App Studio, click SettingsGeneral.
3. In the list of general settings, click Sales Automation.
4. To enable your application to use the pre-integrated Pega Sales Automation features, select the Enable Sales Automation check box.
5. Click Save.
6. Open your Pega Sales Automation application.
7. In the navigation pane of App Studio, click SettingsApplication settings.
8. Select the Enable CRM mode check box.
9. Click Save.

For more information about the next-best-action and local campaigns features, see Implementing Pega Customer Decision Hub features.

1. In the header of Dev Studio, click RecordsSysAdminRemote system.
2. Open the NBAA system record and configure it the following way:
   1. On the Environment tab, select the Connect using mashup connection type.
   2. In the System URL field, enter the URL of your Pega Customer Decision Hub.
   3. In the Application Name field, enter the name of your Pega Customer Decision Hub application at the implementation layer.
3. Update the SFAUserProfile the following way:
   1. In the User name field, enter the system admin user ID and password.
   2. In the Host name enter the host name of the Pega Sales Automation application instance.
4. Open the PEGANBAM:Agents rule and ensure that it points to your Pega Customer Decision Hub application.
5. Add the CRMFSSample:MarketAnalysts access group to the sales representative operator.
6. In the header of Dev Studio, click ConfigureIntegrationServices and ensure that the NBA service package is updated to remove SSL and uses the Pega Sales Automation access group.
7. In App Studio, click SettingsApplication Settings and select the Local campaigns check box on the Pega Customer Decision Hub tab.
8. Log out of the application and log back in.

1. Log in to Pega Sales Automation by entering the credentials for the Sales Rep persona who has PegaSA:MarketReps as their secondary access group.
2. In the header of Dev Studio, click Launch portalUser Portal.
3. On the navigation menu, click CampaignsNew Campaign.
4. Verify that you can select the following template offers for the campaign:
   • B2CEmailOffer
   • B2BEmailOffer
   • B2BSMSOffer
   • B2CSMSOffer
5. Verify that you can add Pega Sales Automation contacts to the campaign.

1. Log in to Pega Sales Automation by entering the credentials for the Sales Rep persona who has PegaSA:MarketReps as their secondary access group.
2. In the header of Dev Studio, click Launch portalUser Portal.
3. Verify that the Next-best-offer widget displays on the dashboard. With sample data uploaded, the widget shows realistic offers with different rankings for each contact.
4. Complete the following steps to test your integration:
   1. Click a contact to qualify the contact for an opportunity.
   2. Open a contact to display the top three offers for the contact, ranked highest to lowest.
   3. Click an offer to qualify the contact for an opportunity to receive the offer.