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Setting the owner as the team member for opportunities in Pega Sales Automation for Healthcare

Updated on April 26, 2021

If you are updating from 7.4 or earlier, set the owner as the team member for the opportunity so that opportunities owned by the operator display on the landing page.

Pega CRM for Healthcare 8.6 Feature Adoption for Pega Cloud
With the latest changes in the Access Based Access Control (ABAC) rules, opportunities that were created in versions 7.4 or earlier and are owned by the operator are not visible in the system if the operator does not have read access.
  1. In the header of Dev Studio, search for and click the spmUpgradeUtility activity.
  2. Click ActionsRun.
  3. On the Run page, to update the owner of the opportunity as sales team, select SalesTeamForOpp.
  4. Repeat these steps until all of the opportunities in the system are updated.
  • Previous topic Saving the lead source value with one property in Pega Sales Automation for Healthcare
  • Next topic Updating the billing address work objects in Pega Sales Automation for Healthcare

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