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Looking for instructor-led training?
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Module
Creating your Pega Sales Automation application
3 Topics
20 mins
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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...
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Module
Creation and maintenance of rules
12 Topics
1 hr 25 mins
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Pega Platform™ generates application code in the background by using the rules that you create. In Dev Studio, you can manage how a rule is created...
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Module
Customer interactions from start to finish
2 Topics
20 mins
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Ready to engage? Learn how to quickly reply to customers and switch between customer interactions for maximum productivity. Then, find out how to wrap...
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Module
Customizing a dashboard
3 Topics
25 mins
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Customize the content and organization of a user dashboard to provide easy access to the information business users need to know.
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Module
Customizing portal content
5 Topics
35 mins
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Tailor the user experience based on channel and role to allow users to perform their jobs more efficiently.
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Module
Customizing the appearance of a form
6 Topics
50 mins
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Organize information for end-users for easy and efficient navigation through forms.
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Module
Customizing the customer service user interface
2 Topics
15 mins
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Learn how to configure various aspects of the Pega Customer Service™ UI. Customize the layout for a service case, add a field to display, and modify...
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Module
Customizing the sales process
1 Topic
10 mins
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The first steps in implementing a Pega Sales Automation™ application typically involve a gap analysis. The outcome of the gap analysis often contains...
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Module
Customizing UI elements
5 Topics
45 mins
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Learn how to apply defined styles to UI controls and elements to improve application branding and appearance.
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Module
Data and Integration
6 Topics
1 hr 10 mins
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Learn about Pega’s Data and Integration capability