Installing Pega CRM & Sales Automation In Pega PE 8.5

Lets discuss on this post how to Install Pega CRM (Customer Relationship Management) & Sales Automation in Pega Personal Edition 8.5v

Prerequisite

  1. Install Pega Personal Edition 8.5v
  2. Login as Administrator (username: administrator@pega.com, pwd: install)

  • Not sure how to install and configure Pega Personal Edition on Windows (or) Mac OS, watch below videos on my youtube channel https://www.youtube.com/c/PegaKnowledgeSharing

Click here to visit post related to below video

Step 1: Download PCRM851.zip file from My Digital Delivery

download pega crm

Step 2: Importing application file

  • In the header of Dev Studio, click Configure > Application > Distribution > Import.
  • Select the Rules\PegaCRM.jar file from your distribution media, and then follow the wizard instructions.

pega import wizard
  • Valid Database Connections
validate database connections
  • When the import is complete, click Done.

Step 3: Verify the application rules

  • click Records > Application Definition > Application.

Confirm that the following application rule or rules are displayed in the list:

  • CustomerService 8.5
  • PegaSalesAutomationCosmos.8
pega crm and salesautomation applicaitons

Step 4: Importing sample data

  • The Pega Customer Relationship Management distribution media includes sample data to help you explore the default application capabilities.
  • The sample data includes disabled sample operators that you can enable to learn about the workspaces for each operator role.
  • Import the following files, in the sequence shown
  • SampleDB\PegaCRMSample_DDL.jar
  • SampleDB\PegaCRMSample_DML.jar
  • SampleDB\KMSample\KMSampleData.jar

Step 5: Enabling sample operator accounts

  1. In the header of Dev Studio, click Configure > Org & Security > Authentication > Operator Access.
  2. In the Disabled operators section, select the check box next to the operator ID to enable.
  3. Click Enable selected. The Enable Operator dialog is displayed.
  4. Click Submit to confirm that you want to enable the selected operator ID.
  5. Click OK to close the dialog box.

This is how we need to Installing Pega CRM & Sales Automation In Pega PE 8.5

Incase If you have any further question and doubts feel free to contact admin@pegaks.com

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