Skip to main content

Completing the Pega Customer Relationship Management for Communications implementation application setup

Suggest edit Updated on February 16, 2018

When you extend Pega® Customer Relationship Management for Communications, the New Application wizard creates two implementation applications:

  • A Pega Customer Service for Communications implementation application, which is built on Pega Customer Service for Communications
  • A Pega Sales Automation implementation application, which is built on Pega Sales Automation

After you run the New Application wizard, to finish setting up the Pega Customer Relationship Management for Communications implementation applications, complete the following steps:

  1. Click Designer Studio > Application Structure > Ruleset > Stack.
    1. Add the Pega Customer Service for Communications implementation application rulesets to the Pega Sales Automation for Communications implementation application.
    2. Add the Pega Sales Automation for Communications implementation application rulesets to the Pega Customer Service for Communications implementation application.
  2. Create one integration ruleset for each implementation application, then add each ruleset to the top of the respective ruleset stack.
    The integration ruleset should function similar to the product integration rulesets (SACforCSC and CSCforSAC).
  3. Enable the Customer Relationship Management features.
  4. Ensure that all of the Pega Customer Service for Communications implementation operator access groups have the CustomerService:CSRSalesAccess access role configured.
If there is a use case for a customer service representative to act as a sales representative to perform actions in Sales portals and to switch between applications, that operator should be created from the Sales operations portal of the Sales Automation for Communications implementation application. After creating the operator, update the operator to add the CSCCSRSwitchApp access group or an equivalent access group that is similar to the CSCCSRSwitchApp access group.
Did you find this content helpful? YesNo

Have a question? Get answers now.

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

Ready to crush complexity?

Experience the benefits of Pega Community when you log in.

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us