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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Thanks for sharing this here and leaving a comment on the actual article that needs updating. I have notified the Author who will be submitting an action item to work on this update.
Did you know that if you click on Suggest Edits in the top right of an article, you can submit your suggested edits right there? It's a pretty cool feature!
Thanks again!