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Adding products to your application

1 Task

10 mins

Visible to: All users
Beginner Pega Sales Automation '24.1 English

Scenario

Your organization has decided to expand their business product offerings by adding Virtual Private Network (VPN) systems.

To start, they want to offer the following VPN systems. Configure the application to support the new products.

Name

List price

Description

Acme Business VPN

$1,500

VPN that encrypts all communications between your office sites.

Acme Business Plus VPN

$800

Business VPN plus high bandwidth and unlimited connections.

Use the following credentials to log in to the exercise system:

Role User name Password
System operations SalesSampleOps rules
Sales representative nsmith rules

Your assignment consists of the following tasks:

Task 1: Add the new products.

Task 2: Confirm your work.

 

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

Challenge Walkthrough

Detailed Tasks

1 Add the new products

  1. Log in to your exercise system as the system operations user.
  2. From the Create menu, click Product. The Create product dialog is displayed.
  3. Enter the following information:
    1. Name: Acme Business VPN
    2. Type: Internet
    3. Description: VPN that encrypts all communications between office sites.
    4. Monthly price amount: $800
  4. Click Submit to save the product.
  5. Repeat steps 2-4 to create the Acme Business Plus VPN product:
    1. Name: Acme Business Plus VPN
    2. Type: Internet
    3. Description: Business VPN plus high bandwidth and unlimited connections.
    4. Monthly price amount: $1,500

Confirm your work

  1. Log in to your exercise system as the sales representative.
  2. On the left, from the Explorer panel, select Create > Business Opportunity. The Create Business opportunity page is displayed.
  3. Scroll down to the Products section.
  4. In the Products section, click Add to add a product to the opportunity.
  5. Click the Product name field and hit the down-arrow on your keyboard to display the list of available products.
  6. Verify that you can add the new VPN system products you just created.


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