Optimizing Pega Sales Automation for Financial Services properties
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.
Property to optimize Applies to class CRMEntityID, ExternalID, ExternalSystem PegaSAFS-Data-EntityXREF-Contact,
PegaSAFS-Data-EntityXREF-Org,
PegaSAFS-Data-EntityXREF-Household,
PegaSAFS-Data-EntityXREF-Relationship RoleID, Role, Type PegaSAFS-Data-Roles AccountOwnerNames PegaSAFS-Work-Account Organization, OrganizationUnit PegaCRM-Data-SFA-BusinessTerritory crmEmail1 Index-WorkPartyUri DaysInActive PegaSAFS-Work-Lead, PegaSAFS-Work-Lead-Ind IsAllDayEvent PegaSAFS-Work-Appointment ManagementLevel, Department, DontCall, DontEmail PegaSAFS-Work-Contact CommunicationType PegaSAFS-Work-Task-CustAct
- In Dev Studio, search for and open a property.
- Click .
- Follow the prompts in the Property Optimization wizard.
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