Portal:Sales Automation Design Patterns

Sales Automation design patterns share best practices and insights, supporting the developer community to successfully deliver Pega Sales Automation projects.

Overview
Featured Patterns Improving the sales rep productivity by using the Microsoft Exchange sync technology in Pega Sales Automation Setting up customers in Pega Sales Automation for B2B selling modes Knowledgebase Links What's new in Sales Automation Sales Automation Knowledgebase Sales Automation Implementation Guide Design Patterns

An action that does not require human involvement but can instead be done programmatically.

A notification that alerts you to ways in which you can improve workflows and paths by highlighting certain events that occur in workflows or paths or both. For example, an insight might note that there is excess waste in several workflows, and recommend that you review the Waste tab to determine ways to lower the amount of waste.