Best practices for implementing high performing Pega Sales Automation applications
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Enter your content below. Use the basic wiki template that is provided to organize your content. After making your edits, add a summary comment that briefly describes your work, and then click "SAVE". To edit your content later, select the page from your "Watchlist" summary. If you can not find your article, search the design pattern title.
When your content is ready for publishing, next to the "Request to Publish" field above, type "Yes". A Curator then reviews and publishes the content, which might take up to 48 hours.
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Enter your topic description
Describe what you try to solve with this design pattern.
Use case examples
Provide a business example to help users understand the objective.
Before you begin
Is it necessary to plan anything in advance, or are external steps using other tools required to achieve the goal? If any specific configuration procedures (how-tos) exist on Pega Community pages, you can link to those assets here by providing the URL.
Process/Steps to achieve objective
What do individuals need to know to achieve the outcome? What do individuals need to know to achieve the outcome? Enter the precise steps to guide the user to achieving the desired outcome. Remember to always state where in the software the user must perform an action, before giving the action.
If “How To…” documents exist for specific configuration procedures please link (using the url) to those assets on the community **
What do you expect the user to see or be able to do after they complete this design pattern?