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Challenge

Adding a process to the opportunity case

3 Tasks

20 mins

Visible to all users
Beginner Pega Sales Automation 8.5 English

Scenario

You are asked to make a change to the sales process listed as part of the gap analysis results. The proposal stage requires an executive visit after the proposal development.

In the executive visit process, following two steps are needed:

  • Schedule appointment – In the Schedule appointment step, the contact person and appointment date and time is captured.
  • Enter feedback – The executive feedback is captured in the Enter feedback step.

Use the following credentials to log in to the exercise system:

Role

Username

Password

System architect

SFASampleSysAdmin

rules

Sales representative

tmason

rules

Your assignment consists of the following tasks:

Task 1: Add the Executive visit process.

Task 2: Configure the views.

Task 3: Confirm your work.

 

Challenge Walkthrough

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

Detailed Tasks

1 Add the Executive visit process

  1. Log in to your exercise environment as the system architect.
  2. In App Studio, click Case types > Business Opportunity to display the case type life cycle.
  3. In the upper-right corner of the Business Opportunity, click Optional actions. All the processes are displayed.
  4. From the Proposal stage, click +ACTION and select Process to add an action item in the proposal stage.
  5. On the new action item, click in the Proposal (10) name field and enter Executive visit.
  6. Under the Executive visit action, click the Proposal (10) step. The name field is highlighted.
  7. In the name field, rename the step Schedule Appointment.
  8. From the Executive visit action item, click +STEP and select Collect information. The step’s name field is highlighted.
  9. In the name field, enter Enter feedback to name the step in the Executive visit action item.
  10. In the upper-right corner, click Save to persist the changes.

2 Configure the views

  1. From the Executive visit action item, click the Schedule Appointment step. The configuration panel is displayed on the right.
  2. From the configuration panel, click Configure view. The Schedule appointment view is displayed.
  3. On the Fields tab, click + Add field.
  4. Enter the following values.
    1. Field: Contact person
    2. Type: Text (single line)
    3. Click Submit to add the field.
    4. In the Options field, select: (Required)
  5. Repeat steps 3 and 4 with the following values.
    1. Field: Appointment date/time
    2. Type: Date & time
    3. Click Submit to add the field.
    4. In the Options field, select: (Required)
  6. In the lower right, click Submit to save the Schedule appointment view.
  7. From the Executive visit action item, click the Enter feedback step. The configuration panel is displayed on the right.
  8. From the configuration panel, click Configure view. The Enter feedback view is displayed.
  9. On the Fields tab, click + Add field.
  10. Enter the following values.
    1. Field: Feedback
    2. Type: Text (paragraph)
    3. Click Submit to add the field.
    4. In the Options field, select: (Required)
  11. Click Submit to save the feedback view.
  12. In the upper-right corner, click Save to persist the changes.
  13. Click Back to preview to close the Case Designer.
  14. In the left-lower corner, click the operator icon and select Log off.

3 Confirm your work

  1. Log in to your exercise system as the sales representative.
  2. On the left, from the Explorer panel, select Create > Business Opportunity. The new business opportunity page is displayed.
  3. Enter the following values.
    1. Name: Dome Camera System For Forest Gas
    2. Amount: 3215
    3. Close date: <14 days in the future>
    4. Account: Forest Gas Corp
  4. Click Create to create a new opportunity.
  5. In the opportunity record, click Complete stage. The Change to the next stage window is displayed.
  6. Click Complete stage again to move to the Proposal stage.
  7. Click Proposal, then under the Proposal stage, click Executive visit and verify that the Schedule Appointment form is displayed.
  8. On the form, enter the following values.
    1. Contact person: Anna Patel
    2. Appointment date/time: <enter a future date>
  9. Click Submit. The feedback form is displayed.
  10. On the form, enter the following value.
    1. Feedback: Executive meet with Anna Patel and other stakeholders. Customers is ready to sign.
  11. Click Submit. The Executive visit process is complete.


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