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MVNH0002 Member since 2006 4 posts
Wipro
Posted: 3 years ago
Last activity: 3 years 1 month ago
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Data import in Pega Sales Automation

Hi,

On Pega SA 7.22:

https://pdn.pega.com/uploading-pega-sales-automation-data-using-data-im…

1) there is a mention of a word doc in the above PDN page (Prepare data section, bullet-2) which was not found in the zip file. How do we get that?

2) most of the templates have some reference to IDs (ex. Organisation csv has a reference to Territory which has to be an ID and not a name). How do business users get the IDs of the referenced entities when Pega SA doesnt show the pyID if you open any entity (ex. i dont see pyID when i open a Territory or organization instance)?

***Moderator Edit: Vidyaranjan | Updated SR details***

***Edited by Moderator Marissa to add Doc BUG ID***

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