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Building the customer analytical data model
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Module
Building the customer analytical data model
6 Topics
1 hr 10 mins
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Data lies in the heart of 1:1 customer engagement and Pega Customer Decision Hub™ requires customer data to make high quality decision for them. Learn...
Bulk upload data to Pega Sales Automation
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Module
Bulk upload data to Pega Sales Automation
3 Topics
20 mins
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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...
Business agility in 1:1 customer engagement overview
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Module
Business agility in 1:1 customer engagement overview
2 Topics
15 mins
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Familiarize yourself with the tools and processes used to manage business changes in the Pega 1:1 Customer Engagement solution. Learn about Pega 1:1...
Evaluating application data with Insights for Business Architects
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Module
Evaluating application data with Insights for Business Architects
1 Topic
20 mins
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As a Pega Business Architect, you understand that all organizations need to analyze their operations to understand the performance of their teams and...
Managing application access for Business Architects
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Module
Managing application access for Business Architects
2 Topics
30 mins
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User management is fundamental to the successful implementation of a Pega Platform™ application.
As a Pega Business Architect, in order to...
Customizing the user interface for Business Architects
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Module
Customizing the user interface for Business Architects
3 Topics
30 mins
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As a Pega Business Architect, you need to understand the Pega Platform™ features that allow you to tailor the user experience based on channel and...
Managing Case relationships for the Business Architect
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Module
Managing Case relationships for the Business Architect
3 Topics
40 mins
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As a Pega Business Architect, understanding Case relationships enables you to design Pega Platform™ solutions that solve complex business processes...
Case Life Cycle design for Business Architects
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Module
Case Life Cycle design for Business Architects
6 Topics
1 hr 15 mins
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As a Pega Business Architect, understanding how you transform business process with Pega Platform™ applications begins with designing the Case Life...
Controlling Case workflow for Business Architects
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Module
Controlling Case workflow for Business Architects
6 Topics
1 hr 25 mins
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As a Pega Business Architect, understanding Pega's out-of-the-box features for controlling the workflow allows you to design for multiple pathways...
Managing data values for Business Architects
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Module
Managing data values for Business Architects
5 Topics
1 hr 15 mins
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As a Pega Business Architect, understanding Pega's features for managing data integrity and accuracy throughout the Case Life Cycle is essential for...