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Completing post-upgrade tasks in your Pega industry applications

Suggest edit Updated on July 8, 2021

This content applies only to Pega Cloud environments

After Pega Cloud Services completes the upgrade for your industry applications, review the information in the table and complete any post-upgrade tasks that are required for your Pega applications.

For more information about Pega Platform upgrades or the Pega Cloud software upgrade process, see Pega Upgrades.

 

ApplicationUpgrade pathLink to guideAdditional remarks
Pega Client Lifecycle Management and KYC7.x to 8.6Pega Client Lifecycle Management and KYC 8.6 Post-upgrade tasks 
8.x to 8.6
Pega CRM (Pega Sales Automation and Pega Customer Service)7.x to 8.6

Pega CRM 8.6 Feature Adoption for Pega Cloud

 
8.x to 8.6
7.x to 8.57.x to 8.5 Feature Adoption for Pega Cloud 
8.x to 8.58.x to 8.5 Feature Adoption for Pega Cloud 
7.x to 8.4Pega Customer Service and Pega Sales Automation Post-upgrade Tasks for Pega Cloud 7.x to 8.4 
8.x to 8.4Pega Customer Service and Pega Sales Automation Post-upgrade Tasks for Pega Cloud 8.x to 8.4 
7.x to 8.3Pega Customer Service and Pega Sales Automation Post-upgrade Tasks for Pega Cloud 7.x to 8.3 
8.x to 8.3Pega Customer Service and Pega Sales Automation Post-upgrade Tasks for Pega Cloud 8.x to 8.3 
Pega Customer Decision Hub7.x to 8.6Feature Adoption for Pega Cloud: Upgrading from 7.x 
8.1-8.3 to 8.6Feature Adoption for Pega Cloud: Upgrading from 8.1, 8.2 or 8.3 
8.4 to 8.6Feature Adoption for Pega Cloud: Upgrading from 8.4 and newer 
7.x to 8.5Feature Adaption for Pega Cloud: Upgrading from 7.x 
8.1-8.3 to 8.5Feature Adoption for Pega Cloud: Upgrading from 8.1, 8.2 or 8.3 
8.4 to 8.5Feature Adaption for Pega Cloud: Upgrading from 8.4 
Pega Marketing7.x to 8.5N/AAs of version 8.5, Pega has combined the capabilities of Pega Marketing and Pega Customer Decision Hub into a unified product. For upgrade information, refer to the section on Pega Customer Decision Hub.
8.x to 8.5
7.x to 8.4

Pega Marketing 7.x to 8.4 Post-upgrade Tasks for Pega Cloud Services Environments

 
8.x to 8.4

Pega Marketing 8.x to 8.4 Post-upgrade Tasks for Pega Cloud Services Environments

 
7.x to 8.3Pega Marketing 7.x to 8.3 Post-upgrade Tasks for Pega Cloud Services Environments 
8.x to 8.3Pega Marketing 8.x to 8.3 Post-upgrade Tasks for Pega Cloud Services Environments 
Pega Foundation for Communications7.4 to 8.1Pega Foundation for Communications Post-upgrade Tasks for Pega Cloud Services Environments 7.4 to 8.1 
8.x to 8.3N/ANo post-upgrade tasks are required.
Pega Customer Decision Hub for Communications7.x to 8.5Feature Adoption for Pega Cloud 
8.x to 8.5
Pega Marketing for Communications7.x to 8.5N/AAs of version 8.5, Pega has combined the capabilities of Pega Marketing for Comunications and Pega Customer Decision Hub for Communications into a unified product. For upgrade information, refer to the section on Pega Customer Decision Hub for Communications.
8.x to 8.5N/A
7.x to 8.4

Pega Marketing for Communications 8.4 Post-upgrade Tasks for Pega Cloud Services Environments

 
8.x to 8.4
7.x to 8.3

Pega Marketing for Communications Post-upgrade Tasks for Pega Cloud Services Environments 8.3

 
8.x to 8.3
Pega Configure Price Quote for Communications7.4 to 8.1Pega Configure Price Quote for Communications Post-upgrade Tasks for Pega Cloud Services Environments 7.4 to 8.1 
8.x to 8.3N/ANo post-upgrade tasks are required.
Pega Fulfillment Control Center for Communications7.14 to 8.1Pega Fulfillment Control Center for Communications Post-upgrade Tasks for Pega Cloud Services Environments 7.14 to 8.1 
8.x to 8.3N/ANo post-upgrade tasks are required.
Pega Foundation for Financial Services7.x to 8.3N/ANo post-upgrade tasks are required.
8.x to 8.3
Pega CRM for Financial Services (Pega Sales Automation for Financial Services and Pega Customer Service for Financial Services)7.x to 8.6

Pega CRM for Financial Services 8.6 Feature Adoption for Pega Cloud

 
8.x to 8.6
7.x to 8.5Feature Adoption for Pega Cloud 7.x to 8.5 
8.x to 8.5Feature Adoption for Pega Cloud 8.x to 8.5 
7.x to 8.4Pega Customer Service for Financial Services and Pega Sales Automation for Financial Services Post-upgrade Tasks for Pega Cloud 7.x to 8.4 
8.x to 8.4Pega Customer Service for Financial Services and Pega Sales Automation for Financial Services Post-upgrade Tasks for Pega Cloud 8.x to 8.4 
7.x to 8.3Pega Customer Service for Financial Services and Pega Sales Automation for Financial Services Post-upgrade Tasks for Pega Cloud 7.x to 8.3 
8.x to 8.3Pega Customer Service for Financial Services and Pega Sales Automation for Financial Services Post-upgrade Tasks for Pega Cloud 8.x to 8.3 
Pega Marketing for Financial Services and Pega Customer Decision Hub for Financial Services7.x to 8.5N/ANo post-upgrade tasks are required.
8.x to 8.5
7.x to 8.4
8.x to 8.4
7.x to 8.3
8.x to 8.3
Pega Foundation for Healthcare7.x to 8.5N/ANo post-upgrade tasks are required.
8.x to 8.5Post-upgrade Tasks for Pega Cloud Services Environments 8.x to 8.5 
7.x to 8.4N/ANo post-upgrade tasks are required.
8.x to 8.4Pega Foundation for Healthcare Post-upgrade Tasks for Pega Cloud 8.4 
7.x to 8.3N/ANo post-upgrade tasks are required.
8.x to 8.3Pega Foundation for Healthcare Post-upgrade Tasks for Pega Cloud 8.3 
 7.x to 8.6

Pega CRM for Healthcare 8.6 Feature Adoption for Pega Cloud

 
8.x to 8.6 
Pega CRM for Healthcare (Pega Sales Automation for Healthcare and Pega Customer Service for Healthcare)7.x to 8.57.x to 8.5 Feature Adoption for Pega Cloud 
8.x to 8.58.x to 8.5 Feature Adoption for Pega Cloud 
7.x to 8.4Pega Customer Service for Healthcare and Pega Sales Automation for Healthcare Post-upgrade tasks for Pega Cloud Services Environments 7.x to 8.4 
8.x to 8.4Pega Customer Service for Healthcare and Pega Sales Automation for Healthcare Post-upgrade tasks for Pega Cloud Services Environments 8.x to 8.4 
7.x to 8.3Pega Customer Service for Healthcare and Pega Sales Automation for Healthcare Post-upgrade tasks for Pega Cloud Services Environments 7.x to 8.3 
8.x to 8.3Pega Customer Service for Healthcare and Pega Sales Automation for Healthcare Post-upgrade tasks for Pega Cloud Services Environments 8.x to 8.3 
Pega Product Composer for Healthcare7.x to 8.3N/ANo post-upgrade tasks are required.
8.x to 8.3
Pega Care Management7.x to 8.6

Pega Care Management 8.6 Feature Adoption for Pega Cloud

 
8.x to 8.6 
7.x to 8.5Feature Adoption for Pega Cloud Services Environments 8.5 
8.x to 8.5 
7.x to 8.3Pega Care Management Post-upgrade Tasks for Pega Cloud Services Environments 8.3 
8.x to 8.3
Pega Foundation for Insurance7.4 to 8.1Pega Foundation for Insurance Post-upgrade Tasks for Pega Cloud Services Environments 7.4 to 8.1 
8.x to 8.3N/ANo post-upgrade tasks are required.
Pega CRM for Insurance (Pega Sales Automation for Insurance and Pega Customer Service for Insurance)7.x to 8.6

Pega CRM for Insurance 8.6 Feature Adoption for Pega Cloud

 
8.x to 8.6
7.x to 8.57.x to 8.5 Feature Adoption for Pega Cloud 
8.x to 8.58.x to 8.5 Feature Adoption for Pega Cloud 
7.x to 8.4Pega Customer Service for Insurance and Pega Sales Automation for Insurance Post-upgrade Tasks for Pega Cloud 7.x to 8.4 
8.x to 8.4Pega Customer Service for Insurance and Pega Sales Automation for Insurance Post-upgrade Tasks for Pega Cloud 8.x to 8.4 
7.x to 8.3Pega Customer Service for Insurance and Pega Sales Automation for Insurance Post-upgrade Tasks for Pega Cloud 7.x to 8.3 
8.x to 8.3Pega Customer Service for Insurance and Pega Sales Automation for Insurance Post-upgrade Tasks for Pega Cloud 8.x to 8.3 

 

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