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Updating quote requests in Pega Sales Automation for Healthcare

Updated on April 26, 2021

When you are updating Pega Sales Automation for Healthcare from any previous release, you need to update the quote request work objects. Perform this task so that you can see the quote requests that correspond to the accounts under the process of renewal for any renewal batches that were created in previous releases.

Pega CRM for Healthcare 8.6 Feature Adoption for Pega Cloud
  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 quote request, select the QuoteRequestUpdate check box.
  4. Repeat these steps until all of the work objects are updated.
  • Previous topic Checking your Pega Sales Automation access roles for the required privileges
  • Next topic Updating the account data model in Pega Sales Automation for Healthcare

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