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.
Pega CRM for Financial Services
Update Guide
| 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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