Review the following information to migrate data from Pega Sales Automation 7.31 and lower.
The following table lists the required data migration steps from previous versions:
|If updating from this version:
|Complete these steps:
|For information about updating from version 7.21 and earlier, contact Global Client Services (GCS) as described on Pega Support.
|1 to 3
|2 and 3
- If your implementations uses the appointments feature, review the PegaCRM-Work-Appointment.MigrateAppointmentsData activity. Starting in Pega Sales Automation 7.4, appointment recipients are instances of the PegaCRM-Data-Attendees class instead of the PegaFW-Index-Recipients class. The PegaCRM-Work-Appointment.MigrateAppointmentsData activity updates the appointment data.
- The ability to follow and unfollow all Pega Sales Automation case types has been updated to use Pega Platform functionality. If you are updating from a previous version of Pega Sales Automation, you must run the Update case followers utility. For instructions on how to run this utility, see Upgrading cases and followers.
- To show operators list in the Pulse, log in as an administrator and run the MigrateOperatorspyAccessGroupAdditional activity. Operators will be updated with additional access groups (pyAccessGroupAdditional values list).