Question
MPI
NZ
Last activity: 15 May 2024 6:43 EDT
Pega Process Extender for Salesforce
Hi,
We are using Salesforce as our customer portal and want to use Pega as the backend processing engine for workflows.
I am trying to find out if the PPE for Salesforce can be used by external customers to login in to a SF portal and log and track cases in Pega as the backend workflow tool. The documentation doesn't specifically call out the use case. I did see the cable connect sample use case, but that talks about a representative doing the case logging.
If there is anyone who has done what we are looking to do it would be great to get an idea of how it was built and how well it works.
Thanks,
***Edited by Moderator Rupashree S. to add Capability tags***
Pegasystems Inc.
GB
@SpiroT17096061 PPE allows you to leverage Pega's dynamic case management capabilities within your Salesforce environment. It provides a seamless way to embed automated service workflows directly within your Salesforce UI. This means your external customers can log and track cases in Pega through your Salesforce portal. PPE works anywhere that Salesforce Lightning exists, including externally visible self-service sites for customers as part of Experience Cloud. It's designed to be easy to use, with drag-and-drop installation, a native Salesforce UI, and automatic data refresh.
⚠ This is a GenAI-powered tool. All generated answers require validation against the provided references.
If you need further help, I would suggest that you use the Request A Demo link to get our Sales team to validate suitability.
Pega Extender for Salesforce (Data Sheet)
Workarounds for case types using Salesforce Lightning