Pega Sales Automation sample data
Pega Sales Automation includes a sample data package that you can use to demonstrate the application's features. The sample data package consists of a sales manager, Sarah Kendall, and her ten direct reportees as sales representatives.
Resetting the sample data
You can set reset the default time periods in the provided sample data according to the requirements of your Pega Sales Automation dashboard widgets.
The provided sample data uses default time periods. Many dashboard widgets in Pega Sales Automation require that data be in the current quarter or within the six month period that is immediately prior to the current date. You can use the Reset Sample Data utility to update the default time periods so that your dashboards and forecasts display current data.
- Log in to the Pega Platform by entering the credentials for the sfasamplesysadmin operator ID.
- Click .
- In the navigation pane, click Tools.
- Click Reset Sample Data.
- Verify those time periods are created.
Generating timeline data for sample contacts
After you reset the sample data, you can generate timeline data for the sample contacts.
- Log in to the Pega Platform by entering the credentials for the sfasamplesysadmin operator ID.
- Click .
- In the navigation pane, click Tools.
- Click Populate Customer Movie.
- On the Execute Populate Customer Movie dialog box, in
the Populate for field, select one of the following
options:
- To generate timeline data for all sample contacts, select ALL.
- To generate timeline data for a specific sample contact, select One. You are then prompted to enter a Contact ID.
- Click OK.
Resetting the artificial intelligence data
If you have activated and trained the Pega Sales Automation adaptive models for artificial intelligence (AI), you can use the Reset AI Data utility in the application to display AI data for your leads, opportunities, and dashboards.
When you run the Reset AI Data utility, the application performs the following activities:
- Resets the NBA Quadrant data
- Resets the hiring date details for sales representatives between 3 months to 18 months
- Resets the create date time for leads and the date of birth for contacts to get Call contact and Convey birthday wishes to contact next-best-action recommendations
- Sets trend data for opportunities and organizations for opportunity insights and next-best-action recommendations
- Takes a snapshot of opportunities and updates predictor tables
- Resets the create date of leads to set the lead age and average time to convert leads predictors
- Log in to the Pega Platform by entering the credentials for the sfasamplesysadmin operator ID.
- Click .
- In the navigation pane, click Tools.
- Click Reset AI Data.
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