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Question

 Ashutosh Giri (AshutoshGiri)
Evonsys
NL
AshutoshGiri Member since 2015 3 posts
Posted: Feb 28, 2019
Last activity: Mar 20, 2019
Posted: 28 Feb 2019 5:21 EST
Last activity: 20 Mar 2019 2:44 EDT
Closed

Sales Automation integration with CLM

Hi,

I need help on how to integrate Pega Sales automation framework with Pega CLM framework. The latest version of Pega SAF says that it can be integrated with the CLM framework, and hence the sales opportunity lifecycle can be extended to product/customer onboarding.

Thanks,

Ashutosh Giri

***Edited by Moderator Marissa to update platform capability tags****

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Pega Sales Automation

Posted: 5 years ago
Posted: 20 Mar 2019 2:44 EDT
Arshika Mishra (misha3) Manager, Application Engineering, Sales Automation
Pegasystems Inc.
IN

Hi,

SAFS is not yet integrated with CLM, but a stub is being used to show customer onboarding and API is provided in SAFS to send an onboarding request to CLM..

It can be achieved using Connect-REST with service name CreateOnboardingCase in integration class PegaSAFS-Int-CLM-CreateOnboardingCaseAPI. 

Hope it will help.

 

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