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Crucial update information for Pega Customer Relationship Management

Suggest edit Updated on December 2, 2021
Important: If updating to a new minor version of Pega Platform (for example, 8.6), you must also update your Pega Customer Service and Pega Sales Automation applications to that same version. For information about application and Pega Platform compatibility, see Pega Platform version support for Pega-supplied applications. For information about application patch release compatibility with Pega Platform patch releases, see Pega Customer Service and Pega Call Patch Release Notes and Pega Sales Automation Patch Release Notes.Note: Some older sections of this article use the legacy name of the App Studio workspace, Pega Express. In the current release, Pega Express is a delivery methodology, and not a workspace.

Before updating any Pega Customer Relationship Management applications, you must review important information about product changes for each release. Some product changes require user action before updating to ensure a successful update.

This article summarizes important information related to product changes for each version. It does not replace the update guide and release notes for each version. Review the update guide and the release notes for all versions later than the one that you are updating. For example, if you are updating from Pega Customer Relationship Management version 8.2 to version 8.6, ensure that you review the update guides and release notes for versions 8.3 through 8.6. For more information about the update process, review both the update guide and release notes for each version on the Pega Customer Service product page and the Pega Sales Automation product page.

Examples of changes with update impacts include:

  • Legacy CPM portals are no longer supported
  • Legacy Pega Chat (version 8.1 and earlier) is removed
  • Legacy Social Engagement portal and stand-alone application are removed

Starting with the earliest update that applies to your environment, click the appropriate links below to review the product changes in each version. For example, if you are updating from version 7.1.3, review the update impacts of version 7.1.4 and later.
8.47.317.1.3 ML2 ML1 
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