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Creating a prospect class

Updated on January 22, 2021

To support loading prospect data, create a prospect class that extends the base prospect class and has the correct class key.

  1. In the Dev Studio header search text field, enter PegaMKT-Data-Prospect, and then select the PegaMKT-Data-Prospect class from the search results.
  2. Click Save as.
  3. Enter the name for the new prospect class, following the pattern Customer-Class-Prospect.
    Replace Customer-Class with the name of your customer class. This can be a custom class that you created, or the PegaMKT-Data-Customer class, if you did not create a new customer class for your application.
  4. Click Create and open.
  5. In the Keys section, ensure that only the correct key is listed.
  6. In the Class inheritance section, select the Find by name first (Pattern) check box.
  7. In the Parent class (Directed) field, enter the base prospect class PegaMKT-Data-Prospect.
  8. On the External Mapping tab of the class rule, specify the properties available on the prospect record and their backing columns in the prospect table. Ensure that these mappings meet the following requirements:
    • The column name does not exceed 27 characters
    • The property name starts with a period
    • The table does not contain empty rows
  9. Click Save.
  10. Copy the following rules into the extended prospect class:
    • ExecuteProspectDataSet Activity
    • ProspectListImportResults Report Definition

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