Skip to main content
close Search
Close search

Mission

Sales Automation Low-Code Developer

13 Modules

15 Challenges

5 hrs 55 mins

Visible to all users
Beginner Pega Sales Automation 8.4 English

In this mission, you learn about cases and data in a Pega Sales Automation™. Upon completion, you can create a Pega Sales Automation application, populate the application with data, configure and customize the application for your sales organization.

  • Module

    Creating your Pega Sales Automation application

    3 Topics

    20 mins

  • 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...

  • Module

    Selling to businesses, individuals, and households

    4 Topics

    25 mins

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

  • Challenge

    Setting the selling mode

    3 Tasks

    10 mins

  • 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...

  • Module

    Bulk upload data to Pega Sales Automation

    3 Topics

    20 mins

  • 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...

  • Challenge

    Importing sales data

    2 Tasks

    10 mins

  • 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...

  • Module

    Organizing your sales organization into territories

    1 Topic

    10 mins

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

  • Challenge

    Creating business territories

    3 Tasks

    10 mins

  • 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...

  • Module

    Adding members to the sales team

    2 Topics

    15 mins

  • 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...

  • Challenge

    Adding operators to Sales Automation

    2 Tasks

    10 mins

  • 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...

  • Module

    Tracking your business with AI-infused dashboards

    2 Topics

    15 mins

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

  • Challenge

    Personalizing default sales dashboards

    2 Tasks

    10 mins

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

  • Module

    Managing products

    2 Topics

    15 mins

  • 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...

  • Challenge

    Adding products to your application

    3 Tasks

    10 mins

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

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

  • Module

    Identifying account opportunities

    1 Topic

    10 mins

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

  • Challenge

    Displaying and overriding an engagement map

    1 Task

    5 mins

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

  • Module

    Motivating sales representatives to meet sales targets

    1 Topic

    10 mins

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

  • Challenge

    Creating sales goals

    3 Tasks

    10 mins

  • 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...

  • Module

    Achieving better results with Pega Sales Coach

    2 Topics

    15 mins

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

  • Challenge

    Coaching a sales representative

    3 Tasks

    10 mins

  • 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...

  • Module

    Managing prospect and customer data

    1 Topic

    10 mins

  • 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...

  • Challenge

    Creating a household

    4 Tasks

    5 mins

  • 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...

  • Challenge

    Creating an organization

    2 Tasks

    5 mins

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

  • Module

    Customizing the sales process

    1 Topic

    10 mins

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

  • Challenge

    Adding a process to the opportunity case

    3 Tasks

    20 mins

  • 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...

  • Challenge

    Adding fields to the contact form

    2 Tasks

    15 mins

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

  • Module

    Accelerating revenue through channel partners

    3 Topics

    20 mins

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

  • Challenge

    Onboarding a partner

    4 Tasks

    10 mins

  • 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...

  • Challenge

    Setting up a partner community

    4 Tasks

    10 mins

  • 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.

    ...

We'd prefer it if you saw us at our best.

Pega Academy has detected you are using a browser which may prevent you from experiencing the site as intended. To improve your experience, please update your browser.

Close Deprecation Notice