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Pega Integration - Enterprise Application Integration

Pega enables enterprise application integration to help you use the latest opportunities, satisfy new business requirements, and handle the changing demands of customers. This Pega Integration blog allows you to master Pega integration capabilities, enterprise application integration with Pega, Pega System Connectors, etc.

Pega is a robust low-code platform that develops agility in the world’s top organizations so that they can accommodate changes. The Pega platform offers all the tools required to rapidly create highly scalable applications that satisfy the requirements of multiple customer segments, business units, geographies, and customers.

The user interface of Pega allows IT professionals and business users to team up quickly through the visual tools to deliver the applications faster and more accurately. The user interface can be embedded into websites and mobile apps. Pega provides strategic solutions for global 2000 companies, offering marketing, sales, and operations applications. This Pega Integration blog helps you learn how Pega integrates with external applications and how it uses its connectors to integrate with population applications like Kafka, Salesforce, ServiceNow, UIPath, Jira, etc.

Table of Contents - Pega Integration

What is Pega Integration?

Pega Integration allows applications to exchange data with other systems. For instance, our application may have to access the data or calculations offered by the explicit systems or respond to requests from the explicit systems. Its distinct approach to integration eases operations and helps us to interact with a wide range of applications, technologies, and vendors.

The main reason for using Pega integration is to enhance responsiveness and agility. Using Pega integration, we will spend less time connecting our business systems and more time linking our customers. The Pega business platform integration allows us to rapidly build, scale, and adapt their business application development.

Pega Integration assists businesses in wrapping and renewing legacy systems, eliminating integration errors, and future-proof applications. It also enables you to satisfy your business goals like customer service, customer acquisition, and customer retention.

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Why do we use Pega Integration?

Pega is famous for its software solutions to handle effectively business process management, customer relationship management, and digital process automation. These solutions of Pega are among the most popular software solutions in the market, particularly since the COVID-19 pandemic modified the enterprises' approach to their operations and businesses. 

The ongoing pandemic called for enterprises to maximize costs and build out-of-the-box things to serve client requirements. Integrating your business operations with Pega is a fantastic option because it is a low or no-code system with a tool designed for agile development. 

This helps us decrease the delivery time and minimize the system maintenance cost. This tool also can train the employees to build and maintain the applications. The integrated system integrates the business platform with the tools and leads to a minimized cost of operation. Pega Integration provides another innovative feature that simplifies the process and cost of hosting and licensing.

Pega Integration Capabilities

The BPM tool in the Pega Integration needs less amount of code. And it primarily concentrates on agile scrum methodology. Because of its popularity, it is also utilized as an agile function to develop systems. Moreover, it is helpful in system maintenance. It integrates several models and protocols in one place through agile methods. This makes it simpler with various options and reduces delivery time for the modifications in the system.

The Pega BPM tool integrates with other platforms like Salesforce to offer different services. Several Pega integration capabilities include data integration, explicit systems integration, enterprise application integration, etc. Following are some of the integration capabilities that every enterprise should have.

1. No or Less Coding

The Pega Integration allows streamlined modification and designing of the application code and database. It rarely needs any software professional to handle this aspect. Thus, the whole Pega development platform includes no or less code. Other combination tools exist that require a technical team with integrated systems. 

Any exactness in management requires a reverse-engineering approach regardless of the platform it is developed. Assuming the said tool integrates with the latest, reliable, modern platform, the maintenance cost becomes economical. Further, code optimization helps to a large extent through the low code feature of the Pega platform.

The development dev studio and tools that come with the software platform are very effective and integral. This platform provides training to business employees of different sectors.

2. Data Integration

The Pega integration platform enables data integration with different data sources. It works using the data modeling process. The data modeling process allows us to build the logical visualization of data stored in the database. Using the data modeling process, a user can bring the appropriate information into the app in a related format helpful for the business.

In this way, data integration in the Pega integration model allows enterprises to utilize the related information in the needed format. Integrating the data with external and other data sources can assist organizations in sending requests about system queries. Personal data can be saved securely using the platform's robust security system. This makes data integration a secure and safe medium.

3. System Reengineering

The design of the Pega integration platform allows the users to develop a process that is helpful to change to satisfy the situational requirements of the enterprise. All this helps us reduce the maintenance and reengineering cost up to a large extent. Pega integration with the other platforms creates iterative, distinguished, and reusable solutions. It does it by learning the general policies and processes of the enterprise. Then, these can be changed to serve the particular business requirements of any organization.

4. Maintenance Support

There is responsive maintenance support provided by the software platform to its users. Besides maintaining the update of the actual application code as the maintenance process. The related team of the organization should authenticate the probable resonance of UI. The Pega user experience is developed for various channels and uses responsive features. The design is created with the standard UI model that reduces design expenses.

Moreover, the built-in process of the Pega Integration Platform was developed in a way for deploying it at any place. Because of the provided statements and instructions, the tools related to the customer’s device automatically get updated. Additionally, it reduces the time and cost of testing production updates to determine whether they are working appropriately for all the systems. All this makes the developer’s team concentrate on essential areas of development.  It also reduces the update’s start-up time and price throughout different channels. So, maintenance support is excellent in this platform.

5. Handling Workflows

The framework of the Pega BPM tool is enough to manage the whole work at the different channels of the enterprise with automation. The decision management feature of the Pega Integration system makes it suitable for the business. It enables them to utilize Big Data technologies to manage massive datasets by enhancing and reducing the decision-making cost and time. So, the system adapts to the modifications and enhances on a real-world basis. This assists the systems in moving beyond the available trait and recovering required data in less time.

The built-in features of lifecycle management help us arrange the objectives, stages, and other processes. These are other than the long transactions and operations. Thus, this allows enterprises to gain identification by enterprise leaders. Therefore, it results in the rapid location of modifications that need delivery.

6. Agile Development for Increased Delivery

Pega BPM is developed on the least code tool concentrated on the agile scrum methodology. Although it has become famous these days to adopt the agile function to build systems, the approach can also be helpful in system maintenance. Pega BPM makes the models and guidelines together with the agile methodologies. It enhances the choices and minimizes the delivery time for the system modifications.

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Connectors in the Pega System

In Pega System, connectors will allow you to transmit the data and help handle the workflows. The Pega system simplifies integration management. The connectors are protocol-specific and set up the link to explicit systems. Connectors will implement different user interfaces to make the external systems run. By using connectors, we can map the data structure of applications to the data structure utilized by invoked services.

They also assist in converting, parsing, and mapping data in either direction from or to the clipboard. In XML, we can map the data, fix the record structure, or the record structure that is separated by the delimiter character. Users can call the connectors from the activities and data pages. We can utilize these data pages for reading or pulling the data from explicit systems. Activities can write or push the data to the explicit systems using the connector. 

How do these Connectors work?

In Pega Systems, Connector architecture contains five main components, they are:

  1. Data Transform: This component enables us to map the data structure of our application to the clipboard of integration pages; this also replies to the format anticipated by the service.
  2. Data Pages or activity: This element of the Pega connector defines how to use and transform the request and respond to the data mining in XML.
  3. Mapping Rules: Almost all the data connectors and mapping rules are utilized for building outgoing and parsing incoming messages.
  4. Connector rule: We utilize data integration clipboard pages for building the request as per the protocol, and the service invokes service definition and data parsing and locates them on integration clipboard pages.
  5. External System: Generally, this service reveals the service invoked. The following connector architecture demonstrates data connectivity and integration.

How do these Connectors work?

The following steps are required to execute the connector:

  • The activity or data page in the connector implements the data transformation for mapping the data from our application to integration clipboard pages.
  • The following step is activity or data page calls the connector in various ways:
    • The connector can be started as per its type: Type is the protocol the connector endorses.
    • The connector maps the requested data to protocol-specific format through the data mapping rules defined for the connectors. The mapping occurs between the format and the clipboard needed by the protocol.
    • The application transmits the request to external systems.
    • The application gets the protocol-specific response. The response data can be parsed through the mapping rules defined in the connector rule and located in the integration clipboard pages.
    • The connector is concluded and returns control to the activity or page.
  • The last step is data transform maps response data from the integration clipboard data structure to our application.
  • Pega Software has a wide variety of connectors that supports popular technologies like BPEL, Big Data, ATOM syndicated feeds, MS .Net, CMS(Content Management Systems), Java Classes, SOAP rules, JMS, JCA, RDBMS, Enterprise JavaBeans, etc.

Enterprise Application Integration 

Integration with the external systems of record for accessing the data required to empower modern enterprise applications may be difficult. Modern enterprise data and applications they use are hardly ever self-contained. Integration interoperability and protocols standards offer access to write and read the data stored in various records; we can design applications that connect multiple physically distributed resources. 

Pega Platform offers an extensive set of data integration capabilities that easily link our application to distributed resources and acquire access to the data and processes they provide. Pega supports a group of communication protocols and integration standards, enabling you to concentrate on handling the enterprise needs of our application instead of the connectivity development. 

For instance, your application can connect to the external database or utilize the data from the external web service. But, many explicit systems are still in utilization today and were not built for sharing the data with other applications. These explicit systems do not have the API to share the data. Other systems may have an API that we cannot access, or the API is not enough to support our business needs. In these cases, we can utilize Pega RPA(Robotic Process Automation) integration when no other integration option is possible.

Pega Integration with Kafka

Kafka is a low-latency and high-throughput platform to handle the real-world data feeds we can utilize as the input for the event strategies in the Pega Platform. Kafka data sets are characterized by horizontal scalability and high message and event queues performance. Kafka data sets can be divided to allow load distribution throughout the cluster. 

When we configure our Pega Platform for using Kafka in the embedded mode, the charlatan server works as part of the node and stores the data in Pega Platform Database:

Pega Integration with Kafka

The below items are elements of the communication schema between the Pega platform and Kafka:

Kafka Cluster

  • Database: It stores the metadata for the topics and brokers
  • Pega node: The Charlatan server begins as part of the Pega Platform stream service. It handles and accepts incoming requests.
  • Zookeeper Protocol: The interaction between a Charlatan server and a Kafka broker is carried out through the Zookeeper messaging protocol.
  • Kafka: Kafka recognizes the Charltan server as the Zookeeper.

Pega Integration with SharePoint

Assure that your SharePoint Online Integration elements work properly by Setting up your SharePoint environment and Pega Platform rules that ensure successful SharePoint authentication and run-time processing of the element data pages.

Executing preparatory tasks to integrate the SharePoint

Set up the SharePoint environment for the integration with the Pega Platform by creating the add-in app for the SharePoint site. After adding this app, the Pega application can perform the actions on the SharePoint entities like list items, files, fields, lists, folders, etc.

Step 1: Create and Register the app for your SharePoint site.

Step 2: Record and copy your SharePoint application's Client secret and ID.

Step 3: Fetch the app registration information and change the app permissions to create and modify the lists.

Pega Integration with SharePoint

Step 4: Submit your modifications and affirm the new application permissions.

Pega Integration with Salesforce

We can utilize DX API architecture for integrating the Pega Platform applications with Salesforce Lightning. This feature allows us to execute the cases in the Salesforce Product using Pega Web Components. We utilize Pega Process Extender for the Salesforce Lightning to exploit the power of DX APIs for integrating the Pega platform dynamic case management capabilities with the Salesforce lightning. 

The web components incorporate continuously with the Salesforce Desktop and our Salesforce code for displaying the cases in the Salesforce UI. Pega applications integrated with Salesforce has the below components or widgets.

  1. Create Case: We will Create the cases based on the pre-configured case types.
  2. Create a case from the record: Create the case as per the chosen Salesforce record.
  3. Get the next work: Shows the assignment with the maximum priority in your work queue.
  4. Mashup container: A container for Pega mashups in our application.
  5. My assignments: This shows the list of all the tasks or cases allocated to you or your work queue.
  6. Related cases: Displays the Page cases associated with the Salesforce record.
Related Article: Salesforce Vs Pega

Advantages of Pega Salesforce Integration

  1. Application data reloads dynamically in real-time.
  2. Supports automatic user SSO and authentication
  3. No Coding is needed; drag and drop supported elements into the Salesforce application.
  4. Adapts to the Salesforce Lightning UI Automatically.

Pega Integration with Jira

Captivate real-time feedback about the application development project in the application using the Agile Workbench tool through the Atlassian Jira component that exists in the Pega Marketplace. We can utilize the real-time Agile methodology and integrate Jira with Agile Workbench to take the benefits of its project management features, like issue and project tracking, backlog prioritization, Kanban and Scrum support, and sprint planning.

Pega Integration with ServiceNow

We can integrate the Pega Predictive Diagnostic Cloud(PDC) with ServiceNow to trace and handle the resolution of the issues identified by the PDC in our system. After configuring this integration, we can create the ServiceNow events and incidents by sending the PDC notifications and sharing the PDC cases with ServiceNow.

Step 1: Log in to the PDC as the manager.

Step 2: In the PDC header, press the “properties” icon and choose “integrations>integrations.”

Pega Integration with ServiceNow

Step 3: In the integrations list, press “ServiceNow.”

Integrations ServiceNow.

Step 4: Enter the ServiceNow Account’s URL, for instance, “https://myaccount.service-now.com.”

Step 5: Enter your ServiceNow username and password

Step 6: In the section of “Target Table,” choose the items we have to create in ServiceNow by sharing the case: “Incident or Event.”

Incident or Event

Step 7: Press “Submit.”

Step 8: Activate the notifications in the ServiceNow

Pega Integration with the UIpath

Configuring the UIPath Orchestrator Instance

Before Integrating the Pega platform application with the UiPath Orchestrator, set up the needed webhooks and events in our orchestrator instance. These webhooks allow the orchestrator to interact with the Pega platform when the event is upgraded.

1. Create one webhook that subscribes to the below job events and one webhook that subscribes to the process events. Assure that you configure the same secret for both webhooks. You give the secret you utilize to validate the webhook call in the record that we create in our application. Subscribe the webhook to the below job events, and specify “http://<host>: <port>/prweb/apiOpenRoboticsUiPath/v1/job” as Pega service. The value of the service URL is defined in the “OpenRoboticsUiPath/v1/job” service instance in the “OpenRoboticsUiPath” service package.

  • job. faulted
  • job. completed
  • job. started
  • job. stopped

2. Subscribe the webhook to the below process events and specify “http://<host>: <port>/prweb/apiOpenRoboticsUiPath/v1/process” as a Pega service. The value of the service URL is defined in the “OpenRoboticsUiPath/v1/process” service instance in the “OpenRoboticsUiPath” service package.

  • process. created
  • process. deleted
  • process. Updated

Pega Integration FAQs

1. What is Pega Integrator?

An Integrator shape, depicted by the shape in the Visio Presentation of the flow rule, is the activity that links our PRPC application to the external system.

2. Can we Integrate Pega with Salesforce?

Yes, we can integrate Pega with Salesforce using Pega Process Extender.

3. Is Pega an Integration Tool?

Yes. Pega is an integration tool.

4. What is Integration Designer in Pega?

The Integration Designer offers a single location in the App studio to view all the data objects, object dependencies, data views, and the external systems in the application. Integration Designer also offers insights into how these entities are linked.

5. What is the difference between service and connector?

Service offers a response that contains the credit score and an array that lists inactive and active lines of credit. In contrast, Connector maps all or some of the response data to the data structure utilized by the case.


Pega Integration capabilities allow enterprises to integrate with other applications and IT teams to deliver exceptional customer experiences. It also allows you to reuse the procedures and policies from one application to another application. This Pega Integration blog makes you an expert in integrating your applications to improve your application delivery process. I hope this Pega integration blog is enough for you to acquire the fundamental knowledge of Pega Integration. If you have any queries, let us know by commenting below. you can also enroll in "Pega Online Training" and get a certification.

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Last updated: 23 Jun 2023
About Author


Madhuri is a Senior Content Creator at MindMajix. She has written about a range of different topics on various technologies, which include, Splunk, Tensorflow, Selenium, and CEH. She spends most of her time researching on technology, and startups. Connect with her via LinkedIn and Twitter .

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