Skip to main content


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

Optional: Pega Sales Automation Upgrade Checker

Updated on March 16, 2022

Before you update to a new minor version of Pega Sales Automation for Financial Services, optionally run the Pega Sales Automation Upgrade Checker to check the update impact for a specific Pega Sales Automation for Financial Services version. By running the Pega Sales Automation Upgrade Checker, you can access a report with all deprecated, withdrawn, final, and customized rules. For each instance, the report includes an analysis whether any of the rules are used in the implementation layer, and recommends actions to take to prepare for the update.

Pega CRM for Financial Services 8.6 Feature Adoption for Pega Cloud
To check the update impact, complete the procedures in this section. For additional information, see Pega Sales Automation Upgrade Checker.
  • Previous topic Running the Pega Customer Service Upgrade Checker
  • Next topic Importing the Pega Sales Automation Upgrade Checker

Have a question? Get answers now.

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

Did you find this content helpful?

Want to help us improve this content?

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