Configuring a data source

1 Tarea

15 minutos

Pega Customer Service 8.8

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Visible to: All users

Principiante Pega Customer Service 8.8 Data Integration Inglés

Escenario

As a system architect, there is a requirement for the contact identifier to be used in dialogs in the Contact category. You have been tasked with updating the appropriate data source to make the property available for dialogs.

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

Role	User name	Password
System Architect	casysadmin	password123!

Your assignment consists of the following tasks:

Task 1: Update the data source to add the Contact identifier property

In App Studio access the data source and open the data source to add the Contact identifier property.

Task 2: Confirm your work

Start a service case and customize the dialog. Confirm that the property you added is available to you.

 

Debe iniciar su propia instancia de Pega para completar este Título del desafío.

La inicialización puede demorar hasta 5 minutos. Le pedimos que tenga paciencia.

• Iniciar sesión

Recorrido del Reto

Tareas detalladas

1 Update the data source to add the Contact identifier property

1. Log in as a system architect with User name casysadmin and Password password123!.
2. In the navigation pane of App Studio, click Data to open Data objects and integrations and list all data sources.
3. Select the Contact data source.
4. Click the Settings tab.
   
5. Click Data source options to access the available dialog properties.
6. In the Select data source category list, select Contact.
7. Click Add new, and then select Contact identifier to add that property.
   
8. Click Save.
9. Click Close to leave the data source settings.
10. Click OK.

Confirme su trabajo

1. In Pega Customer Service, click + New > Demo Screen Pops > Demo Pop - CONNOR to start an interaction with Sara Connor.
2. Click Accept to start the call.
3. On the Interaction Portal, click Add task, and then double click Statement copy to start a service case.
4. In the Statement copy service case, click the Other actions icon, and then select Configuration tools to access the Configuration tools dialog box.
5. In the Configuration tools dialog box, on the Dialogs tab, click Add new.
   
6. In the Refer to list, select Contact.
7. Confirm that Contact identifier property is available in the Attribute list.
   

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Disponible en la siguiente misión:

• Customer Service Developer v5