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Adopting Pega Sales Automation for Financial Services 8.6 features

Suggest edit Updated on October 1, 2021

After Pega updates your application to 8.6, use the following table to identify the tasks that you must complete to prepare your environment to support Pega Sales Automation for Financial Services 8.6.

If updating from version 8.4 or later (a minor update), the update process requires no downtime. For additional information, see Understanding Pega Infinity upgrades for Pega Cloud Services.

If updating from version:Complete these tasks:
Pega Sales Automation for Financial Services 8.5
  1. Optional: Updating your built-on application

    If you are using the PegaSAFSCosmos 8 built-on application version, then no changes are needed. If you are using the PegaSAFS 8 version and plan to update to the Cosmos-based version, update your built-on application.

  2. Checking for rule overrides in Pega Sales Automation for Financial Services
Pega Sales Automation for Financial Services 8.4-8.1
  1. Updating your built-on application
  2. Checking for rule overrides in Pega Sales Automation for Financial Services
  3. Checking your Pega Sales Automation access roles for the required privileges
  4. Optional: Adopting the opportunity splits feature
Pega Sales Automation for Financial Services 7.4
  1. Updating your built-on application
  2. Checking for rule overrides in Pega Sales Automation for Financial Services
  3. Checking your Pega Sales Automation access roles for the required privileges
  4. Optional: Adopting the opportunity splits feature
  5. Optimizing Pega Sales Automation for Financial Services properties
  6. Upgrading to use attribute-based access control (ABAC)
  7. Implementing client-based access control (CBAC)
Pega Sales Automation for Financial Services 7.31
  1. Updating your built-on application
  2. Checking for rule overrides in Pega Sales Automation for Financial Services
  3. Checking your Pega Sales Automation access roles for the required privileges
  4. Optional: Adopting the opportunity splits feature
  5. Optimizing Pega Sales Automation for Financial Services properties
  6. Upgrading to use attribute-based access control (ABAC)
  7. Implementing client-based access control (CBAC)
Pega Sales Automation for Financial Services 7.22
  1. Updating your built-on application
  2. Checking for rule overrides in Pega Sales Automation for Financial Services
  3. Checking your Pega Sales Automation access roles for the required privileges
  4. Optional: Adopting the opportunity splits feature
  5. Optimizing Pega Sales Automation for Financial Services properties
  6. Upgrading to use attribute-based access control (ABAC)
  7. Implementing client-based access control (CBAC)
Pega Sales Automation for Financial Services 7.21 and earlierFor information about upgrading from version 7.21 and earlier, contact Global Client Services (GCS) as described on Pega Support.
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