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Explore the capabilities by using the sample application

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Updated on May 10, 2021

Pega Sales Automation includes a sample data package that you can use to demonstrate the application's features. The sample data package consists of a sales manager, Sarah Kendall, and her ten direct reportees as sales representatives.

Pega Sales Automation Implementation Guide

It also includes the following data types and tools:

  • Sample data for organizations, accounts, contacts, leads, opportunities, sales teams (operators and their sales goals), engagement maps, and tasks.
  • Utilities to reset the sample data.
  • A Pega Web Mashup gadget for leads.
  • Sample vendor information to demonstrate the creation of contacts from business cards.
  • Previous topic Understand Pega Sales Automation personas and their actions
  • Next topic Pega Sales Automation sample data
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