Skip to main content

         This documentation site is for previous versions. Visit our new documentation site for current releases.      

Explore the capabilities by using the sample application

Updated on May 10, 2021

Pega Sales Automation includes a sample data package that you can use to demonstrate the application's features. The sample data package consists of a sales manager, Sarah Kendall, and her ten direct reportees as sales representatives.

Pega Sales Automation Implementation Guide

It also includes the following data types and tools:

  • Sample data for organizations, accounts, contacts, leads, opportunities, sales teams (operators and their sales goals), engagement maps, and tasks.
  • Utilities to reset the sample data.
  • A Pega Web Mashup gadget for leads.
  • Sample vendor information to demonstrate the creation of contacts from business cards.
  • Previous topic Understand Pega Sales Automation personas and their actions
  • Next topic Pega Sales Automation sample data

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best. is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us