Creating a household

Archived

4 Tasks

5 mins

Pega Sales Automation 8.4

Pega Sales Automation '24.1 Pega Sales Automation '23 Pega Sales Automation 8.8 Pega Sales Automation 8.7 Pega Sales Automation 8.6 Pega Sales Automation 8.5

Visible to: All users

Beginner Pega Sales Automation 8.4 English

Scenario

Terry Mason is working on an opportunity for Sara Connor. Terry just learned that Sara married Luke Patel and took her spouse’s last name. Sara and Luke are planning to build a new home together that will require a home security solution. Update the application to reflect the changes.

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

Role	Username	Password
Sales representative	tmason	rules

Your assignment consists of the following tasks:

Task 1: Add a contact record for Luke Patel.

Task 2: Update Sara’s last name.

Task 3: Create a new household for the Patel family.

Task 4: Verify your work

Challenge Walkthrough

Detailed Tasks

1 Add a contact record for Luke Patel

1. Log in to your exercise environment as sales representative Terry Mason.
2. Click Contacts. The list of contacts is displayed.
3. Click Create contact. The new contact form is displayed.
4. In the new contact form, enter the following information:
   1. First name: Luke
   2. Last name: Patel
   3. Territory: North east
   4. Gender: Male
   5. Marital status: Married
5. Click Create to save the contact.
6. Click X to close the contact record for Luke Patel.

2 Update Sara’s last name

1. On the Contacts screen, in the Filter contact field, enter Connor.
2. Click Filter. The filtered list is displayed.
3. Click Sara Connor. The contact for Sara Conner is displayed.
4. Click Edit.
5. In the Last name field, enter Patel.
6. Click Submit. The contact is saved.

3 Create a new household for the Patel family

1. On Sara’s contact record, open the Households tab. The households for the contact are displayed.
2. In the upper-right corner of the Households tab, click the Plus icon > New.
3. Enter the following information:
   1. Name: Patel
   2. Use household head info: Selected
4. In the Household members area, click Add/Remove members.
5. In the Filter contact field, enter Patel.
6. Click Filter. The list of results are displayed.
7. From the list of results, click Luke Patel.
8. Set the Role for Luke Patel to Spouse.
9. Click Submit to save the changes.
10. On the household record, click Create to save the changes.

4 Verify your work

1. Click Opportunities. The list of opportunities is displayed.
2. In the Filter opportunity field, enter Connor.
3. Next to the Filter opportunity fields, click Filter. The opportunities for Sara Connor is displayed.
4. Open one of the two opportunities by clicking on the opportunity name.
5. Verify that the Primary contact is Sara Patel.
6. Click Sara Patel to open the contact record.
7. Click the Households tab and verify that the Patel Household is listed.

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Available in the following mission:

• Sales Automation Low-Code Developer v1