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Configuring the private data feature

Updated on April 9, 2021

Pega Sales Automation includes a private data feature for storing sensitive data for contacts, such as social security numbers, income, or personal phone numbers and email addresses. Private data is visible only to the partner who enters the data.

Pega Sales Automation Implementation Guide Pega Sales Automation Implementation Guide Pega Sales Automation Implementation Guide
Before you begin:

A partner enters private data for a contact in the Private data section of the Details tab. The partner selects the category of private data that they want to add (for example, an unlisted phone number), and then they enter a value for that category.

This feature is available for non-captive agents so that Pega Sales Automation can be a single source for customer and prospect data, while providing assurance that the data is private and that it can be extracted and purged from the application when required.

Important: When an administrator deactivates a partner's operator ID, all private data associated with the operator ID is purged from your database. Once purged, private data cannot be retrieved.

Activating the private data feature

Activate the private data feature so that you can use the Private data categories tool to configure private data categories. The tool is hidden if the feature is not enabled.

  1. In the header of Dev Studio, search for and select the PegaCRM-SFA EnablePrivateData dynamic system setting.
  2. On the Settings tab, enter true in the Value field.
  3. Click Save.
What to do next:

Configure the private data categories. For more information, see "Setting up private data categories."

Setting up private data categories

For clients that use the private data feature, Pega Sales Automation includes a set of Pega-provided private data categories that you can use to classify types of private data within contact records. You can add more categories and edit categories.

Before you begin: Activate the private data feature so that the private data tools and fields are visible. For more information, see "Activating the private data feature."
  1. Log into the Dev Studio as an operator with the Sales Ops persona.
  2. In the navigation pane, click Tools.
  3. Click Private data categories.
  4. To add a new category:
    1. Click Create private data category.
    2. Enter the category name in the Name field.
    3. Select the category type (for example, Phone) from the Type list.
      By default, a new category is active, meaning that it is available in your contact records.
    4. To make a private data category unavailable for selection when a user adds private data, clear the Active check box.
    5. Click OK.
  5. To edit a category:
    1. Double-click the category name.
    2. To change the name, modify the value in the Name field.
    3. To make a private data category unavailable for selection when a user adds private data, clear the Active check box.
    4. Click OK.
  • Previous topic Mapping organization units to territories in Pega Sales Automation for Financial Services
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Tags

Pega Sales Automation 8.6

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