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Enable or disable Customer Relationship Management features

Suggest edit Updated on January 15, 2021

The Pega® Customer Service for Communications and Pega Sales Automation applications support native product features and Customer Relationship Management (CRM) features. By default, CRM features are disabled.​

To enable or disable Pega Customer Relationship Management features in your application, update the following rules:

Rule nameRule typeClassRulesetDescription
IsCRMModeDeploymentPropertyPegaCRMBase-Data-AppExtPegaCRM-BaseBoolean property that enables or disables CRM features.
crmBaseAppExtModelData transformPegaCRMBase-Data-AppExtPegaCRM-BaseExtension point from the product. To enable CRM features, you can override this rule in the implementation ruleset.
D_crmBaseAppExtPageData pagePegaCRMBase-Data-AppExtPegaCRM-BaseUses the crmBaseAppExtModel data transform as a source.
EnableCRMWhen rule@baseclassPegaCRM-BaseEnable or disable CRM features in sections, activities, and flows. Refers to the D_crmBaseAppExtPage data page.

 

 

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