Skip to main content


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

Adopting Pega Sales Automation 8.7 features

Updated on March 19, 2021

After Pega updates your application to 8.7, complete the following tasks to adopt the new Pega Sales Automation features. The tasks vary depending on your starting version.

Pega CRM 8.7 Feature Adoption for Pega Cloud

If updating from version 8.4 or later (a minor update), the update process requires no downtime. For additional information, see Understanding Pega Infinity updates for Pega Cloud Services.

If updating from version:Complete these tasks:
Pega Sales Automation 8.6
  1. Optional: Updating your built-on application
  2. Copying response time-out in Pega Sales Automation
  3. Lead stages sourced from case life-cycle in Pega Sales Automation
  4. Pega Sales Automation mobile application
  5. Consider
Pega Sales Automation 8.5
  1. Optional: Updating your built-on application

    If you are using the PegaSalesAutomationCosmos.8 built-on application version, then no changes are needed. If you are using the PegaSalesAutomation.8 version and plan to update to the Cosmos-based version, update your built-on application.

  2. Copying response time-out in Pega Sales Automation
  3. Lead stages sourced from case life-cycle in Pega Sales Automation
  4. Pega Sales Automation mobile application
  5. Consider
Pega Sales Automation 8.4
  1. Updating your built-on application
  2. Copying response time-out in Pega Sales Automation
  3. Lead stages sourced from case life-cycle in Pega Sales Automation
  4. Pega Sales Automation mobile application
  5. Consider
  6. Checking your Pega Sales Automation access roles for the required privileges
Pega Sales Automation 8.3 or 8.2
  1. Updating your built-on application
  2. Copying response time-out in Pega Sales Automation
  3. Lead stages sourced from case life-cycle in Pega Sales Automation
  4. Pega Sales Automation mobile application
  5. Consider
  6. Checking your Pega Sales Automation access roles for the required privileges
  7. Adopting the opportunity splits feature
Pega Sales Automation 8.1 or 7.4
  1. Updating your built-on application
  2. Copying response time-out in Pega Sales Automation
  3. Lead stages sourced from case life-cycle in Pega Sales Automation
  4. Pega Sales Automation mobile application
  5. Consider
  6. Checking your Pega Sales Automation access roles for the required privileges
  7. Adopting the opportunity splits feature
  8. Configuring data loaders extensions for Pega Sales Automation
Pega Sales Automation 7.31
  1. Updating your built-on application
  2. Copying response time-out in Pega Sales Automation
  3. Pega Sales Automation mobile application
  4. Consider
  5. Checking your Pega Sales Automation access roles for the required privileges
  6. Configuring data loaders extensions for Pega Sales Automation
  7. Adopting the opportunity splits feature
  8. Updating from Pega Sales Automation 7.31
  9. Migrating data from Pega Sales Automation 7.31 and earlier
Pega Sales Automation 7.22
  1. Updating your built-on application
  2. Copying response time-out in Pega Sales Automation
  3. Pega Sales Automation mobile application
  4. Consider
  5. Checking your Pega Sales Automation access roles for the required privileges
  6. Configuring data loaders extensions for Pega Sales Automation
  7. Adopting the opportunity splits feature
  8. Updating from Pega Sales Automation 7.22
  9. Migrating data from Pega Sales Automation 7.31 and earlier
Pega Sales Automation 7.21 and earlierFor information about updating from version 7.21 and earlier, contact Global Client Services (GCS) as described on Pega Support.

Tags

Pega Customer Service 8.7 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