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Relationship or spine table included with the Pega Customer Relationship Management suite

Suggest edit Updated on February 8, 2018

In a Pega Customer Relationship Management configuration, a cross-reference table is required to match the contact entity keys from multiple systems of record to a master contact entity key.

Pega Customer Service for Communications is the system of record for customer data, and Pega Sales Automation is the system of record for customer, lead, opportunity, and prospect data. It is assumed that Pega Sales Automation is the master system of record for customer and prospect data.

To match these entity keys from the two different systems of records, a cross-reference table for contact is available.

The Contact relationship table, crm_data_contact_xref, has CRMEntityId and ExternalSystem as columns. CRMEntityId is the master record key based on the assumption that Pega Sales Automation is the master system of record.

Contact relationship table

The following table shows the contact relationship table structure and sample record pattern. The contact relationship table is crm_data_contact_xref.

CRMEntityIDExternalIDExternalSystem
PEGACRM-ENTITY-CONTACT CON-20511C1000001CSC
PEGACRM-ENTITY-CONTACT CON-20510C1000002CSC

Relationship management table mappings

The relationship management table, crm_data_contact_xref, is mapped to the PegaCRM-Data-EntityxRef-Contact data class.

All of the above rules, classes, properties, and data pages are available in the PegaCRMBase application.

Related articles

Pega Customer Relationship Management suite of applications (8.4 and earlier)

Tags

Pega Customer Service for Communications 7.31 Pega Customer Service 7.31 Pega Marketing 7.31 Pega Sales Automation 7.31 Pega Customer Service for Communications Pega Marketing Pega Sales Automation
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