Complete Installation Assistant Tasks Manually

If you're upgrading from several versions back, you can simplify your upgrade by focusing on changes between releases and by completing certain tasks only one time.

Required Tasks for all Releases

These tasks haven't changed since the Spring '21 release. If you're on a release after Spring '21 and you've completed these post-upgrade tasks before, you don't have to complete these tasks again.

Note If you use Group Benefits or Claims features, make sure that the useVlocityPolicyModel custom setting isn't enabled. To learn how, see Enable or Disable the Insurance Industries Extension Data Model.

Insurance Managed Package

• Manage Picklist Values in the Status Field of the Claim Line Item Object
• Add Expression Set to the Rating Procedure Type Picklist for the Product Record Type
• Update the Claim Line Item's Record Type Status
• Install OmniScript Template DataPacks for Insurance
• Activate Record Pages From the Managed Package for Insurance
• Enable Record Types for Insurance
• Create and Set the RetainProductAttribJSON Custom Setting for Insurance
• Add the Create New Version Button to Calculation Matrix and Calculation Procedure Version Pages
• Set Up Custom Field Mapper for Insurance
• Upgrade Product Attribute Set Value Rules for Insurance
• Assign Permission Sets to the Analytics Integration User
• Run Batch Jobs for Insurance

Insurance Industries Extension Managed Package

• Set the Default Value of the Premium Frequency Field on the Insurance Policy Object
• Set Up Custom Field Mapper for Insurance Industries Extension

• Add Picklist Values for Insurance Releases Spring '21 Through Winter '25
  Add values to picklist fields on several objects used with Insurance.
• Manage Picklist Values in the Attribute Class Field of Vlocity Attribute Object for Insurance Releases Spring '21 Through Winter '25
  Change the label and edit the API name of several values in the Attribute Class picklist on the Vlocity Attribute Object.
• Add Fields to Object Field Sets for Insurance Release Spring '21 Through Winter '25
  Add fields to field sets on several objects used with Insurance.
• Create Insurance Permission Sets
  Use anonymous Apex to create Insurance Permission Sets.
• Add Picklist Values for Insurance Industries Extension Releases Spring '21 Through Winter '25
  Add values to picklist fields on several objects used with the Insurance Industries Extension.
• Add Fields to Object Field Sets for Insurance Industries Extension Releases Spring '21 Through Winter '25
  Add fields to field sets on several objects used with Insurance Industries Extension.
• Activate Record Pages From the Managed Package for Insurance Industries Extension Releases Spring '21 Through Winter '25
  Clone and activate the pre-configured record pages that are installed automatically in the managed package.
• Create Insurance Industries Extension Permission Sets
  Use anonymous Apex to create Insurance Industries Extension Permission Sets.
• Manage Picklist Values in the Status Field of the Claim Line Item Object
  Deactivate Status picklist values and set the default value of the Status on the Claim Line Item object.
• Add Expression Set to the Rating Procedure Type Picklist for the Product Record Type
  Add Expression Set to the Rating Procedure Type picklist for the Product record type in the Product object.
• Update the Claim Line Item's Record Type Status
  For the Claim Line Item record type, add values to the Status picklist.
• Install OmniScript Template DataPacks for Insurance
  OmniScript templates control the look, feel, and some of the behavior of Insurance OmniScripts.
• Activate Record Pages From the Managed Package for Insurance
  Clone and activate the pre-configured record pages that are installed automatically in the managed package.
• Enable Record Types for Insurance
  Enabling record types for profiles gives users with that profile access to the record type. Use these steps to enable the Insurance record types listed in the table below.
• Create and Set the RetainProductAttribJSON Custom Setting for Insurance
  Most insurance companies use lots of attributes as part of insurance products. Unless you're planning a special setup that will not use attributes much, or you're already using information saved by JSONAttribute __c, create a custom setting called RetainProductAttribJSON and set it to false. This keeps JSONAttribute__c from saving attributes and speeds up your users' experience.
• Add the Create New Version Button to Calculation Matrix and Calculation Procedure Version Pages
  The buttons that let you create new versions of calculation matrices and calculation procedures exist in Insurance, but they're not included in the page layouts by default.
• Set Up Custom Field Mapper for Insurance
  To get Quote Line Items to display correctly, download the CustomFieldMap file from Static Resources, then install it as a DataPack.
• Set Up Custom Field Mapper for Insurance Industries Extension
  To get Insurance Policy items to display correctly, download the CustomFieldMap file from Static Resources, then install it as a DataPack.
• Upgrade Product Attribute Set Value Rules for Insurance
  Fix any set value rules with incompatible or unsupported methods.
• Assign Permission Sets to the Analytics Integration User
  If your org uses Tableau CRM for Insurance, assign permission sets to the Analytics Integration User.
• Run Batch Jobs for Insurance
  Insurance provides several Apex batch jobs that correct incomplete or erroneous Insurance records in your org. Run these batch jobs to initiate them.
• Set the Default Value of the Premium Frequency Field on the Insurance Policy Object
  Set the default value of the Insurance Policy object's Premium Frequency picklist to Annually.
• Set Up Custom Field Mapper for Insurance Industries Extension
  To get Insurance Policy items to display correctly, download the CustomFieldMap file from Static Resources, then install it as a DataPack.
• Delete Existing Insurance Industries Extension Mappings
  Before you install new mappings, delete any existing Insurance Industries Extension mappings.
• Download and Install the FSCCustomFieldMap File
  To get all of the great mappings you need for Insurance Industries Extension objects and fields, download and install the FSCCustomFieldMap file.
• Verify the CustomFieldMap for Insurance Policy
  After you install the FSCCustomFieldMap file, verify the custom field mappings for the Insurance Policy object.
• Verify the CustomFieldMap for Quote
  After you install the FSCCustomFieldMap file, verify the custom field mappings for the Quote object.
• Deep Product Cloning for Insurance
  You can configure Insurance to deep clone an insurance policy product. A deep clone includes the coverage specs, insured item specs, rating facts, rules, attributes, and pricebook entries of the policy product.
• Add Custom Setting Values to Enable Platform Cache
  To enable caching, you must first enable the platform cache in your org. Allocate a minimum of 5 MB of cache space to Organization Level Cache.
• Set the ShareProductImage Custom Setting for Insurance
  You can turn on the ShareProductImage custom setting to support product image sharing.
• Enable Push Attributes in Batch Mode
  If your product spec is referenced by a large number of products and you're hitting Salesforce limits in push attribute, you can enable push attributes in batch mode.