Creating business territories

2 タスク

10 分

Pega Sales Automation '23

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表示の対象：All users Applies to: Pega Sales Automation '23

初級

英語

シナリオ

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 the territory hierarchy shown in the following diagram.

Glen Paxton will manage Australia and Jeff Green will manage Queensland. The owner for Victoria is still open.

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

Role	User name	Password
System operations	SFASampleSalesOps	rules
Sales representative Glen Paxton	gpaxton	rules
Sales representative Jeff Green	jgreen	rules

Your assignment consists of the following tasks:

Task 1: Create the territory hierarchy for Australia.

Task 2: Update the operators Glen and Jeff.

Task 3: Confirm your work.

 

このチャレンジを完了するには、Pegaインスタンスを起動する必要があります。

起動には5分ほどかかることがありますので、しばらくお待ちください。

• ログイン

チャレンジ ウォークスルー

詳細なタスク

1 Create the territory hierarchy for Australia

1. Log in to your exercise system as sales operations user.
2. On the left, in the Explorer panel, click Territories. The Territories page is displayed.
3. In the upper-right corner, click the Create territory button. The New business territory form is displayed.
4. In the New business territory form, enter the following information.
   1. Name: Australia
   2. Parent territory: Global
   3. Forecast manager: Glen Paxton
5. In the lower-right corner of the form, click Submit to add the territory record.
6. Repeat steps 3-5 for Queensland.
   1. Name: Queensland
   2. Parent territory: Australia
   3. Forecast manager: Jeff Green
7. Repeat steps 3-5 for Victoria.
   1. Name: Victoria
   2. Parent territory: Australia

2 Update the operators Glen and Jeff

1. On the left, in the Explorer panel, click Operators. The Operators page is displayed.
2. In the search field, enter Glen and click the magnifying glass.
3. From the list, click the Glen Paxton entry in the table to open the operator record.
4. Within the operator record, on the left, click Access & permissions.
5. In the upper right corner of the Access & permissions tab, click Edit.
6. In the Access & permissions form, enter the following information.
   1. Default territory: Australia
7. In the bottom-right corner, click Submit to save the changes.
8. Repeat steps 1-7 for Jeff Green and enter the following information.
   1. Default territory: Queensland

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このモジュールは、下記のミッションにも含まれています。

• Sales Automation Low-Code Developer v6