Skip to main content


         This documentation site is for previous versions. Visit our new documentation site for current releases.      
 

Configuring the private data feature

Updated on December 21, 2021

Pega Sales Automation includes a private data feature for storing sensitive data for contacts, such as social security numbers, income, or personal phone numbers and email addresses. Private data is visible only to the partner who enters the data.

Pega Sales Automation Implementation Guide Pega Sales Automation Implementation Guide Pega Sales Automation Implementation Guide
Before you begin:

A partner enters private data for a contact in the Private data section of the Details tab. The partner selects the category of private data that they want to add (for example, an unlisted phone number), and then they enter a value for that category.

This feature is available for non-captive agents so that Pega Sales Automation can be a single source for customer and prospect data, while providing assurance that the data is private and that it can be extracted and purged from the application when required.

Important: When an administrator deactivates a partner's operator ID, all private data associated with the operator ID is purged from your database. Once purged, private data cannot be retrieved.

Activating the private data feature

Activate the private data feature so that you can use the Private data categories tool to configure private data categories. The tool is hidden if the feature is not enabled.

  1. In the User portal Explorer panel, go to Administration.
  2. Go to PRM Settings and select the Private data for partner relationship management checkbox.
  3. Click on Save.
What to do next:

Configure the private data categories.

Setting up private data categories

For clients that use the private data feature, Pega Sales Automation includes a set of Pega-provided private data categories that you can use to classify types of private data within contact records. You can add more categories and edit categories.

Before you begin: Activate the private data feature so that the private data tools and fields are visible.
  1. Log into the Dev Studio as an operator with the Sales Ops persona.
  2. In the navigation pane, click Tools.
  3. Click Private data categories.
  4. To add a new category:
    1. Click Create private data category.
    2. Enter the category name in the Name field.
    3. Select the category type (for example, Phone) from the Type list.
      By default, a new category is active, meaning that it is available in your contact records.
    4. To make a private data category unavailable for selection when a user adds private data, clear the Active check box.
    5. Click OK.
  5. To edit a category:
    1. Double-click the category name.
    2. To change the name, modify the value in the Name field.
    3. To make a private data category unavailable for selection when a user adds private data, clear the Active check box.
    4. Click OK.
  • Previous topic Mapping organization units to territories in Pega Sales Automation for Financial Services
  • Next topic Additional information

Tags

Pega Sales Automation 8.7

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Visit the Support Center

Did you find this content helpful?

Yes
No

Want to help us improve this content?
Suggest an edit

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us