Use Pega Sales prospects in Pega Marketing
Hello everyone,
I am trying to use the prospects in Pega Sales inside the Pega Marketing for creating new campaigns but can't seems to make it work. I am trying to change the database configuration under "Configuration> Settings> Application settings" but no luck. Anyone has an idea on this?
Thanks
Pegasystems Inc.
US
Hi,
Did you get a chance to review the prospect class set-up in the implementation guide for Pega Marketing ?
https://community.pega.com/knowledgebase/documents/pega-marketing-81-implementation-guide
Page 14 have the details.
I guess you are planning to use the prospect only to read / segment on in the Pega Marketing context, and expecting insert/updates to the prospect table/class from the Pega Sales app. If that is the case, one of the option could be to create a view inside the ExternalMKTData schema of Pega Marketing that points to the prospect table/class of Pega Sales.
The view could be mapped to the OOTB PegaMKT-Data-Prospect class or an extended prospect class depending upon the data model requirements.
Sopra Steria Group SA
FR
Thanks CKS01, that is exactly what we are trying to do. I will follow ur explanation and try to make it work.
Best Regards