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Pega Sales Automation mobile application

Updated on May 10, 2021

The Pega Sales Automation mobile application is an intelligent mobile sales tool that empowers teams to close deals faster, manage the selling process, and collaborate directly from their mobile devices.

Pega Sales Automation Implementation Guide

Use native list views that are inherited from Pega Platform for all work objects to support easier and faster application updates, and to ensure the latest version from Pega Platform with minimal customizations.

Note: Starting with the Pega Platform version 8.4, Pega Mobile Client 7 is no longer available. Use the newest version of the Pega Mobile Client to meet the mobile needs of your business. For more information, go to

Use either the Pega Sales Automation mobile channels that are available out-of-the box in the application, or build new mobile channels according to your requirements. When you build a new mobile channel, you can set it up as an online-only mobile app, an offline-enabled mobile app, or both.

Before you begin building your mobile app:

  • Verify the Pega Platform settings that the Pega Platform administrator configures during the system configuration phase. If the settings are not configured, contact the administrator to verify that your organization is licensed to use the Pega Mobile Client app building feature. If you do not have a license, contact your account executive. For more information about the Pega Mobile Client mobile app, see Mobile solutions.
  • Ensure that you have a certificate set for the Android or iOS mobile platform. A certificate set defines various settings that identify the Android or iOS application that you are creating.

    For more information, see Creating an Android certification set or Creating an iOS certificate set.

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