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Enabling shared features

Updated on March 25, 2020

To share data and service cases across the Pega Customer Service and Pega Sales Automation, enable the shared features. For more information about the shared features, see Pega Customer Relationship Management suite of applications.

  1. Open your Pega Customer Service application.
  2. In the navigation pane of App Studio, click SettingsGeneral.
  3. In the list of general settings, click Sales Automation.
  4. To enable your application to use the pre-integrated Pega Sales Automation features, select the Enable Sales Automation check box.
  5. Click Save.
  6. Open your Pega Sales Automation application.
  7. In the navigation pane of App Studio, click SettingsApplication settings.
  8. Select the Enable CRM mode check box.
  9. Click Save.

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