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Optimizing Pega Sales Automation for Financial Services properties

Updated on January 18, 2022

If you're upgrading from version 7.4 or lower, and if any of the following classes are extended in your implementation layer for reporting purposes, you must optimize these properties.

Pega CRM for Financial Services 8.7 Feature Adoption for Pega Cloud

Property to optimizeApplies to class
CRMEntityID, ExternalID, ExternalSystemPegaSAFS-Data-EntityXREF-Contact, PegaSAFS-Data-EntityXREF-Org, PegaSAFS-Data-EntityXREF-Household, PegaSAFS-Data-EntityXREF-Relationship
RoleID, Role, TypePegaSAFS-Data-Roles
Organization, OrganizationUnitPegaCRM-Data-SFA-BusinessTerritory
DaysInActivePegaSAFS-Work-Lead, PegaSAFS-Work-Lead-Ind
ManagementLevel, Department, DontCall, DontEmailPegaSAFS-Work-Contact

To optimize the properties in your implementation layer, perform the following steps:
  1. In Dev Studio, search for and open a property.
  2. Click ActionsOptimize for reporting.
  3. Follow the prompts in the Property Optimization wizard.
  • Previous topic Adopting the opportunity splits feature
  • Next topic Upgrading to use attribute-based access control (ABAC)

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