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Installing Cards, Templates, and OmniScripts
Salesforce recommends that you install all base cards, templates, and OmniScripts that are in your org. There’s no negative impact on your environment, and if you plan to use these other products in the future, you have access to them automatically.
If you customize any of your cards, templates, and OmniScripts, give them new, unique names. Renaming them prevents them from being overwritten when you upgrade to the latest release.
- From the App Launcher, click Vlocity Cards.
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Click the Additional Actions arrow in
the top-right and install and activate all cards shown.
The Select Items to Import dialog box opens.
- Ensure that all items are selected. Click Next.
- Review the items to import. Click Next.
- Ignore the Import Error for eSignature.
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When the import is complete, click Activate Now.
The Select Items to Activate dialog box opens.
ImportantThe latest version of the card, template, or layout is automatically selected while the previous version is still active. If previous versions are still active, a yellow triangle icon appears in the Activation dialog and the new versions aren’t selected. You can scroll down to the bottom of the Activation dialog box to see all the yellow triangle icons. To solve this issue, click Select All or check the checkbox for each template version displaying the warning, then click Next. The previous versions are deactivated and the new versions are activated.
If you deactivate any previous active versions of cards and layouts, including customized cards and layouts, clicking Select All overwrites your customized versions with the new, default versions. To ensure your custom cards and layouts and not deactivated and overwritten, rename any default cards and layouts you plan to customize first.
- Ensure that all items are selected. Click Next and click Done.
- Refresh your browser cache if necessary.
- From the App Launcher, click Vlocity Templates and repeat this procedure for all Vlocity templates.
- Perform this step if you’re installing or upgrading to CME Fall '19 or later and if a DataPack contains LWC-enabled OmniScripts and Cards. Go to OmniScripts/Card Designer for each of these OmniScripts and Cards and click LWC Preview to deploy the Lightning Web Component. This step is required after upgrading in order to use the latest LWC-enabled OmniScripts. For more information, see Create an LWC OmniScript.
