PEGA BPM Training

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PEGA BPM Training is conducted by Multisoft Systems to give a real-time working knowledge of various tools and projects associated with PEGA. It is a combination of theoretical knowledge and hands-on classes. In delivering this training, our trainers focus more on the technical part of the software solution. This course will allow the businesses to offer feedback to categorise and promote opportunities. Pegasystem, a U.S. based software company, has developed this customer relationship management software to provide advanced communication skill descriptions and recognizing the metrics behind it. Our PEGA training team covers all the aspects of PEGA and help the professionals in developing the necessary skills to work with this BPM tool.

You will learn the process of manipulating case data, calculating case values, configuring case hierarchy, designing a case life cycle, creating business reports, controlling the workflow, using integration designer, configuring service level, managing data pages, and adding dynamic content to user views throughout this course.

PEGA BPM Course Objectives:
  • How to add SLA to a case or assignment?
  • How to configure custom routing?
  • How to enforce dependency between case types?
  • How to validate case data with controls?
  • How to configure data page sourcing options?
  • How to customize an application appearance with skin?
  • How to configure correspondence rules?
  • How to navigate the Pega platform?
  • How to skip a process or stage in a workflow?
  • How to configure responsive Ui behavior?
  • How to configure dynamic content?
PEGA BPM Online Training
  • 40 Hrs. Instructor-led Online Training
  • Recorded Videos After Training
  • Digital Learning Material
  • Course Completion Certificate
  • Lifetime e-Learning Access
  • 24x7 After Training Support
Target audience
  • This course is designed for the developers. The developers with Java programming skills are highly preferable to pursue this course.
PEGA BPM Course Prerequisites
  • Java programming skills
PEGA BPM Course Certification
  • Multisoft Systems will provide you with a training completion certificate after completing the PEGA BPM Training.


  • Introduction to Pega
  • Situational Layer Cake
  • How to navigate the pega platform
  • Application development studios
  • Roles on a pega platform

Module 2: CASE MANAGEMENT: Designing a case life cycle

  • Case life cycle
  • How to design a case life cycle
  • How to update case status
  • How to add instructions to an assignment

Module 3: CASE MANAGEMENT: Setting a service level

  • Service level agreements
  • How to add SLA to assignment
  • How to add SLA to a case
  • How to add SLA throughout the case life cycle

Module 4: CASE MANAGEMENT: Controlling the workflow

  • Optional actions
  • How to add Optional actions to a case
  • Skipping processes and stages
  • How to skip a process or stage in a workflow
  • Parallel processing
  • How to perform processes in parallel
  • Decision points
  • How to add decision points to a process 

Module 5:CASE MANAGEMENT: Routing work to users

  • Routing work
  • How to route work
  • How to configure custom routing
  • Case approval configuration
  • How to configure a single case approval
  • How to configure a cascading approval 

Module 6: CASE MANAGEMENT: Configure a case hierarchy

  • Introduction to Configure a case hierarchy
  • Rules and rule types
  • Rules and rule sets
  • Classes and class hierarchy
  • How to create arule
  • How to update a rule
  • How to reuse rules using inheritance
  • Case hierarchy
  • How to enforce dependency between casetypes
  • Adding a child case to case

Module 7: DATA MODELLING: Adding fields to a case type

  • Introduction to adding fields to a casetype
  • Data elements in pega application
  • How to manage properties
  • How to reference a property
  • Defining properties
  • User views
  • Configuring user views 

Module 8:DATA MODELLING: Data in Memory

  • Introduction to Data in Memory 
  • Data storage in memory
  • pyWorkpage
  • How to view clipboard data
  • How to use and set property values with the keyboard 

Module 9: Data Modelling: Manipulating case data

  • Introduction to setting values automatically
  • Data Transforms
  • How to set values with data transforms
  • How to set default property values
  • Data Transforms and super classing 

Module 10: DATA MODELLING: Calculating case values

  • Introduction to Calculating case values
  • Declarative processing
  • Declare expressions
  • How to set a property valuewith a declare expression
  • Forward and backward chaining 

Module 11: VALIDATION: Validating case Data

  • Introduction to Validating case Data
  • Methods of data validation
  • How to validate case data with controls
  • How to validate case data with validate rules
  • Validating a flow action rule with validation rule
  • How to use edit validate rules 

Module 12: INFORMATION EXCHANGE: Using the integration designer

  • How to visualize data using an integration designer 

Module 13: INFORMATION EXCHANGE: Creating data types

  • Application data processing using data types
  • How to create a locally sourced data type
  • How to configure a data source for an existing data type
  • How to create an externally sourced datatype 

Module 14: INFORMATION EXCHANGE: Managing data pages and views

  • Data views and data pages
  • How to access on demand data pages
  • How to configure data page sourcing options
  • How to save data with a datapage 

Module 15: USER INTERFACE: Customizing user view layout

  • Introduction to configuring a user form
  • Section rules
  • Guidelines for designing user views
  • How to configure a section
  • How to configure responsive Ui behavior 

Module 16: USER INTERFACE: Adding dynamic content to user views

  • Introduction to adding dynamic content to user views
  • Dynamic UI design
  • How to configure dynamic content
  • Event processing
  • How to configure event processing 

Module 17: USER INTERFACE: Styling an application

  • Introduction to styling an application
  • Styling application with skin
  • How to customize an application appearance with skin
  • Controlling application appearance with skin 

Module 18: CASE MANAGEMENT: Sending Correspondence

  • Introduction to sending and configuring the correspondence
  • Case communications
  • Sending an email from a case
  • How to configure correspondence rules 

Module 19: REPORTING: Creating business reports

  • Introduction to Creating business reports
  • The role of reports
  • Business and process reports
  • The report browser
  • How to create a report
  • How to organize report results
  • Creating a report 

Module 20: REPORTING: optimizing report data

  • Data storage in pega applications
  • Property optimization
  • Optimizing properties for reporting 

Module 21: APPLICATION DEVELOPMENT: Unit testing rules

  • Unit testing
  • How to unit test a rule
  • How to record a unit test for automated testing 

Module 22: Application Development: Delegating rules

  • Business Rule delegation
  • How to delegate rules to business user 

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