Complete the procedures in this section to adopt features after an update to Pega Sales Automation release 8.6.
- Checking for rule overrides in Pega Sales Automation for Financial Services
- Checking your Pega Sales Automation access roles for the required privileges
- Reviewing and running activities for the deprecated SubReasonCode rule
- Adopting the opportunity splits feature
- Optimizing Pega Sales Automation for Financial Services properties
- Upgrading to use attribute-based access control (ABAC)
- Implementing client-based access control (CBAC)