Primary data entities
This section describes the data types that are used by Sales Automation for Financial Services, stored in external systems or, where appropriate, internally to the Pega system.
| Name | Description | System of record (SOR) |
| Organization | Business entity to which a product or service is sold to (B2B). | Pega |
| Account | Sales account in a business-to-business (B2B) sales cycle. | Pega |
| Opportunity | Opportunity work class in a sales cycle. | Pega |
| Lead | Lead work class in a sales cycle. | Pega |
| Contact | Person that the sales representative interacts with to make a sale. | Pega |
| Customer Activity | Log of a customer interaction. | Pega |
| Task | Follow-up task for an operator. | Pega |
| Household | Household class to handle householding. | Pega |
| Partner | Represents another business entity who partners with the parent sales organization to sell its products and services. | Pega |
| Business Territory | Entity to logically or geographically group and report sales activities and forecast revenue. | Pega |
| Competitor | Competing vendor on an opportunity and additional meta data. | Pega |
| Product | Definition of a product item and meta-data. | Pega or External |
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