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Grouping fields in Views
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Module
Grouping fields in Views
1 Topic
10 mins
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Group fields to improve UI presentation and provide a cleaner, improved user experience (UX).
Guiding a customer service agent with coaching tips
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Module
Guiding a customer service agent with coaching tips
2 Topics
15 mins
Pega Customer Service 8.8 -
Learn how to provide customer service agents with coaching tips that deliver reminders, real-time advice, and instructions.
Guiding a customer service agent with dialogs
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Module
Guiding a customer service agent with dialogs
2 Topics
15 mins
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Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.
Guiding principles for Pega reuse
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Module
Guiding principles for Pega reuse
4 Topics
25 mins
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Learn about the guiding principles of Pega enterprise reuse. Enterprise reuse is critical for scaling any technology solution, and the unique...
Handling flow changes for cases in flight
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Module
Handling flow changes for cases in flight
4 Topics
1 hr 30 mins
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Business applications change all the time. These changes often impact active Cases in a production environment. Without proper planning, these active...
Identifying account opportunities
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Module
Identifying account opportunities
1 Topic
10 mins
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Engagement maps are planning tools that allow sales managers and sales representatives to identify sales opportunities by visualizing product...
Identifying duplicate Cases
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Module
Identifying duplicate Cases
1 Topic
10 mins
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Specify conditions that help identify potential duplicate submissions to avoid duplication and reduce inefficiency.
Identifying performance issues and making continuous improvements
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Module
Identifying performance issues and making continuous improvements
2 Topics
35 mins
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Learn how to identify performance and user-facing bottlenecks that affect your applications and understand how system updates affect your applications...
Implement PDF files with robotic automations
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Module
Implement PDF files with robotic automations
7 Topics
57 mins
Pega Robotic Automation 19.1 -
Often clients create or receive PDF files within a process that require the user to manually edit form fields or validate the fields and data to...
Implementation best practices
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Module
Implementation best practices
2 Topics
15 mins
Pega Customer Service 8.8 -
This module provides an overview of the best practices that you should follow as part of the Pega Express™ delivery approach. Learn about the core...