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Primary data entities

Updated on October 7, 2021

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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