Sales Automation Low-Code Developer

The first step of implementing a Pega Sales Automation™ solution is to create your application. In this module, you learn how to use the New...

Pega Sales Automation™ supports both business-to-business (B2B) and business-to-consumer (B2C) selling modes. Regardless of whether you sell to...

Your business is currently selling to both consumers and businesses. The selling mode of the application is set to mixed mode. Going forward you are...

The Data Import wizard allows you to add or update data records by uploading CSV files. This bulk upload process helps you to import data from a...

You have been given a .csv file containing users that need to be added or updated in the application. The .csv file aligns to the Pega Sales...

Territories define the hierarchical structure used to organize the sales organization into sales teams. Leads, opportunities, organizations, and...

Your business is opening a new branch in Australia. An Australian territory needs to be added, and local business territories need to be created using...

A user of Pega Sales Automation™ has an operator record that defines roles, territory affiliation, and data access. The user can be a member of your...

As new sales representatives join Sarah Kendall’s team, they should all have full access to their primary territory and read access to the parent...

Pega Sales Automation™ provides default dashboards for each of the personas: sales representative, sales managers, and sales operations. In this...

The sales representatives want to see the contacts list instead of quarterly sales comparison on the dashboard. As a member of the sales operations...

Products are what you sell; they can be goods or services. In this lesson, you learn about the product hierarchy used to store products and how to...

Your organization has decided to expand their home security offerings by adding alarm systems.

To start, they want to offer the below home alarm...

Engagement maps are planning tools that allow sales managers and sales representatives to identify sales opportunities by visualizing product...

Sales representative Terry Mason is currently working on several opportunities with Forest Gas Corp. Terry just learned that a competitor sold video...

Sales goals allow organizations to motivate sales representatives to meet sales targets established by the organization. Pega Sales Automation™...

Your company has set a sales target of 1 million USD for Q1 2021. Sales management has decided to set a quota of 100000 USD for each of the sales...

Pega Sales Coach™ uses AI to evaluate seller performance by analyzing distinct actions that a typical sales representative takes each day. Pega Sales...

Sarah Kendall is the sales manager for North America. Sarah has a new member on her team named Jeff Green. Sarah notices that Jeff is underperforming...

The structure of the prospect and customer data depend on if you use the business-to -business model (B2B) to sell to a business or if you use the...

Terry Mason is working on an opportunity for Sara Connor. Terry just learned that Sara married Luke Patel and took her spouse’s last name. Sara and...

Chuck Keffler, who runs a construction company, is interested in security products. After nurturing the lead, sales representative Terry Mason feels...

The first steps in implementing a Pega Sales Automation™ application typically involve a gap analysis. The outcome of the gap analysis often contains...

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...

While reviewing the Contact screen with stakeholders, it is agreed that the screen needs slight modifications. Currently, the screen looks like the...

Organizations are turning to the power of Partner Relationship Management (PRM) to accelerate indirect revenue. PRM provides visibility and...

Joel King, a channel manager, has been assigned a new partner called Fluxystems, which he wants to onboard. To start, Fluxystems has only one partner...

Joel King, a channel manager, wants to create a Q&A community for the partners he manages. Joel want to control who has access to the Q&A community.