This document describes how to install the Pega Customer Service for Financial Services and Pega Sales Automation for Financial Services applications that are part of the Pega CRM for Financial Services suite of applications. There is a single installer for the Pega Customer Service for Financial Services and Pega Sales Automation for Financial Services applications, but each application is licensed separately. If you purchase licenses for both Pega Customer Service for Financial Services and Pega Sales Automation for Financial Services, you can enable both applications in one installation.

• Completing the prerequisite tasks
• Backing up your system
• Installing the application
• Configuring additional components