Skip to main content

This content has been archived and is no longer being updated.

Links may not function; however, this content may be relevant to outdated versions of the product.

Data model for the Pega Customer Relationship Management for Communications suite

Suggest edit Updated on January 9, 2018

Pega Customer Service for Communications and Pega Sales Automation use their native data models for the contact and other data entities. Because the data models are different in both of these applications, the synchronization of data for contact entities is accomplished by using stub rules.

Data synchronization between the Pega Customer Relationship Management for Communications suite of applications

The applications in the Pega Customer Relationship Management for Communications suite use stub rules to synchronize the common attribute values. Each stub rule is overridden in the top-most ruleset to add the appropriate logic to perform the synchronization of data.

The following tables list the stub rules for Pega Customer Service for Communications and Pega Sales Automation.

Pega Customer Service for Communications stub rules

Rule nameRulesetDescription
crmCreateContactMyCoCSCApplies to the Work- class. A utility to create a contact.
CRMUpdateContactDataMyCoCSCApplies to the PegaCA-Work-UpdateContactName class. A utility to update a contact.

Stub rules from Pega Customer Service for Communications contain steps to integrate with Pega Sales Automation. These stub rules are overridden in the Pega Customer Service For Communications sample (MyCoCSC) ruleset. If your Pega Customer Service for Communications implementation application reuses the stub rules to update them, then save these rules into the highest ruleset in your application.

Pega Sales Automation stub rules

Rule nameRulesetDescription
PegaCRM-Entity-Contact.UpdateExternalContactPegaCRM-SFAUpdates the customer service contact when the sales automation contact is updated.
PegaCRM-Entity-Contact.UpdateCSContactCSCForSACUpdateExternalContact internally calls UpdateCSContact.
PegaCRM-Entity-Contact.crmEdit_ExternalRequestPegaCRM-SFAThis activity is called when a customer service flow calls a sales automation edit flow with the isExternalRequest flag set to true.
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