1. Create products and bundles in the product catalog with the Product Studio tool.
   For more information, see the Pega Product Designer for Financial Services Implementation Guide.
2. Indicate which products are available for sale in which territories by editing the inclusion and exclusion tables in the Pega Foundation for Financial Services application.
   For more information, see the Pega Product Designer for Financial Services Implementation Guide.
3. Map the Product Designer for Financial Services product structure to the Pega Sales Automation product structure by using the OpenMapForSAFSProductStructure data transform. This mapping populates the product data in the D_ProductsForSAFS and D_InterfaceProductListFromExternal data pages.
   For more information, see Configuring an external product data source.
4. Optional: Create additional product information in the Product Designer for Financial Services application.

1. In the header of Dev Studio, search for and select the crmAppExtModel data transform.
2. Locate the .IsProductSORExternalTarget and in the Source field for the target, enter true.
3. Click Save.
4. In the header of Dev Studio, search for and select the D_InterfaceProductListFromExternal data page.
5. In the Data sources section, configure the external system of record for your products.
   To see a sample interface data model, review the crmBuildSampleInterfaceData and ConstructSampleProductInstance data transforms. For more information about data page rules, see Data page rules - Using the Usage tab.
6. Click Save.

When creating a territory in Pega Sales Automation for Financial Services, you must associate it with a parent territory and an organization unit. Territories are used to organize the sales team into groups, for example, geographic location. In Pega Sales Automation for Financial Services, organization units are classified based on market segments. By associating territories with organizations, the system displays only products related to a particular sales ops.

1. Log into the application as an operator with the Sales Ops persona.
2. In the navigation pane, click Territories.
3. Click Create territory.
4. In the Name field, enter your territory name.
5. In the Parent Territory field, select your territory.
   For example: Select Massachusetts-Small Business.
6. In the Organizational unit field, add a related organization, for example UPFS-GBB-US-Boston.
   Note: Each organization unit is mapped to a market segment path in the fsf_pminclusionxref table, which determines types of products the system fetches for an opportunity created in the corresponding territory. The UPFS-GBB-US-Boston organization unit is located in the fsf_pminclusionxref table, which is mapped to the UPFSPD-PDOP-SMB territory. You can only map one organization to one territory. For different market segments, you can use the following example mappings:

   • United States Retail > UPFS-GCB-US > UPFSPD-PDOP-RET
   • United States SMB > UPFS-GBB-US > UPFSPD-PDOP-SMB
7. Click OK.