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Adopting the opportunity splits feature

Updated on March 16, 2022

In Pega Sales Automation 8.6, the sales team data model is extended to support the new opportunity splits feature. For more information, see Modifying the opportunity case type.

Pega CRM for Financial Services 8.6 Feature Adoption for Pega Cloud
To adopt the opportunity splits feature, move to the latest data model by performing the following steps:
  1. Log in to your application as an administrator.
  2. In the navigation pane of Dev Studio, click RecordsSysAdminDynamic System Settings.
    1. Search for and open the EnableOpportunitySplits dynamic system setting.
    2. Set this dynamic system setting to true.
  3. In the navigation pane of Dev Studio, click Records TechnicalActivities.
  4. Search for and open the MigrateSalesTeamToSupportOpportunitySplit activity.
  5. Review and run this activity to migrate existing opportunities data from prior releases to the 8.6 release data model.

    To ensure consistent behavior in the report definitions, it is recommended to either run the MigrateSalesTeamToSupportOpportunitySplit activity, or use data loaders to update opportunities by providing the opportunity IDs.

    Result: You can now use the opportunity splits feature.
  • Previous topic Reviewing and running activities for the deprecated SubReasonCode rule
  • Next topic Optimizing Pega Sales Automation for Financial Services properties

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