Creating a household

Archived

4 Tasks

5 mins

Pega Sales Automation 8.5

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 8.4

Visible to: All users

Beginner Pega Sales Automation 8.5 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. In the left navigation panel, click Contacts .The Contacts screen shows the new entry for Luke Patel.

2 Update Sara’s last name

1. On the Contacts screen, in the Filter contact field, enter Connor, then click the filter icon. The filtered list is displayed.
2. Click Sara Connor. The contact for Sara Connor is displayed.
3. Click Edit.
4. In the Last name field, enter Patel.
5. In the Marital Status field, enter Married.
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 active Households section, click +Add > New.
3. Enter the following information:
   1. Name: Patel
   2. Use head of household to populate household info: Selected
4. In the Household members area, click Add member.
5. In the Member name field, enter Patel.
6. From the list of results, click Luke Patel.
7. Set the Role for Luke Patel to Spouse.
8. Click Create to save the changes.

4 Verify your work

1. In the left navigation panel, click Opportunities. The list of opportunities is displayed.
2. In the Filter opportunity field, enter Patel, then, click the filter icon. The opportunities for Sara Patel are displayed.
3. Open one of the two opportunities by clicking on the opportunity name.
4. Verify that the Primary contact is Sara Patel.
5. Click Sara Patel to open the contact record.
6. 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 v2