Skip to main content


         This documentation site is for previous versions. Visit our new documentation site for current releases.      
 

Pega CRM for Financial Services 8.7 Installation Guide

Updated on March 15, 2022

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. There is a single installer for the Pega Customer Service for Financial Services and Pega Sales Automation for Financial Services applications, 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.

Pega CRM for Financial Services Installation Guide

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.

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

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