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Pega CRM for Financial Services 8.6 Installation Guide

Suggest edit Updated on August 25, 2021

This document describes how to install the Pega Customer Service for Financial Services and Pega Sales Automation for Financial Services applications that are part of the Pega CRM for Financial Services suite of applications. For each suite, there is a single installer for the Pega Customer Service for Financial Services and Pega Sales Automation for Financial Services application, but each application is licensed separately. If you purchase licenses for both Pega Customer Service for Financial Services and Pega Sales Automation for Financial Services, you can enable both applications in one installation.

Important: If you are using Pega Customer Decision Hub as part of your CRM configuration, follow the procedures in the Pega Customer Decision Hub Installation Guide and see Implementing your Pega Customer Decision Hub application in a CRM configuration in the Pega Customer Decision Hub Implementation Guide.

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