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CME EPC Jobs Fresh Install vs. Upgrade
The EPC jobs set up the shared catalog Product Console object classes, default layouts, pricing variables, pricing plans, and bindings. The EPC jobs are available using the Vlocity CMT Administration tab.
The following jobs are available:
Name |
Description |
First Install |
Upgrade to Summer '22 |
Upgrade to Spring '22 |
Upgrade to Winter '22 |
Upgrade to Summer '21 |
Upgrade to Spring '21 |
Upgrade to Winter '21 |
|---|---|---|---|---|---|---|---|---|
Generates the missing global keys for records. You must run this job before all other EPC jobs. |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Deletes the layouts that the EPC create default layouts job created. Run this job if you have made changes to any layout and you want to restore the default layouts. |
No |
No |
No |
No |
No |
No |
No |
|
Using a DataPack, installs default Vlocity objects and layouts. |
Yes |
No |
No |
No |
No |
No |
No |
|
Creates default pricing variables and bindings. |
Yes |
No |
No |
No |
No |
No |
No |
|
Using a DataPack, installs the default data for pricing plans and steps. Available in Salesforce Industries Communications, Media, and Energy Winter '18 and later. Run only if you use pricing plans. |
Yes |
No |
No |
No |
No |
No |
No |
|
Populates the required virtual object setup to control contextual manual adjustments. Run only if you use contextual adjustments. |
No |
No |
No |
No |
No |
No |
No |
|
Creates a default time policy with start policy as purchase date and end policy as end of plan duration. |
Yes |
No |
No |
No |
No |
No |
No |
Starting with the Winter '23 release, information about any EPC jobs accessible through the Vlocity CMT Administration tab are detailed in the release notes. For more information, see Communications Release Notes.
The following deprecated jobs also appear in the CMT Administration EPC Jobs list. Do not run them.
-
EPC Create Object Classes (Deprecated): Creates a set of default Vlocity Object Class objects. To see the Object Class objects, go to the Vlocity Product Console.
-
EPC Create Default Layouts (Deprecated): Creates a set of default layouts for the default Vlocity Object Class objects that the EPC create object classes job created. This job provides a default layout for viewing an object in the Vlocity Product Console. If there aren't any default layouts, going to any tab in the Product Console would result in a blank page. To see the layouts, go to the Vlocity Product Console and click Object. Click any object and then click Layout Management.
In Salesforce Industries Communications, Media, and Energy Summer '17, the EPC jobs are prefaced with EPC. In Salesforce Industries Communications, Media, and Energy Winter '18, they are not. Also, in Salesforce Industries Communications, Media, and Energy Summer '17, the first listed EPC job is EPC Create Default Vlocity Objects and Layouts, while in Salesforce Industries Communications, Media, and Energy Winter '18, the first listed EPC job is Install Default Vlocity Objects and Layouts.
When you are upgrading from Vlocity CMT V15 to Salesforce Industries Communications, Media, and Energy Summer '17 or later, if Vlocity objects and layouts previously existed on your org, before running the EPC jobs, go to the Vlocity Objects and Object Types tab and the Vlocity Object Layouts tab and delete duplicate records. For more information, see Delete Custom Objects in the Salesforce Help.
The jobs you run depend on whether you are performing a new installation or upgrading Salesforce Industries Communications, Media, and Energy. To run the EPC jobs, see:
