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CRM data types in Pega Platform

Suggest edit Updated on August 22, 2019

Customer Relationship Management (CRM) core data types are now included with the Pega® Platform, making it is easier to bring your data into your Pega application. You can either import your data into the CRM data types or use integration to communicate with your own system of record. These tables are useful, for example, when you want to use Pega Platform as both an application and a system of record in your cloud environment.

The tables are part of the CustomerData database schema.

The CRM data types are: Contact, Address, Organization, Role, ContactOrgRel, OrgOrgRel, and ContactContactRel. These data types and related rules are part of the Pega-SharedData ruleset. The Pega-SharedData ruleset is included in PegaRules.

CustomerData is set up during deployment and cannot be changed.

All tables in the CustomerData schema are non-Pega formatted; that is, they do not contain any Pega internal columns such as a BLOB column, pzinskey, or pyObjClass. Any new tables that you add to CustomerData are added as non-Pega formatted tables. Pega formatted tables cannot be added to CustomerData.

The tables and their relationships to one another are shown in the following graphic:

CRM data modelCRM data model

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