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Installing the Base CPQ Templates
After you install or upgrade Salesforce Industries Communications, Media, and Energy, you must install the Base Cards and the CPQ Base Templates.
For later releases see Installing Cards, Templates, and OmniScripts.
- Go to the Vlocity Cards tab. To get to the Vlocity Cards tab, click App Launcher or All Tabs, and then click Vlocity Cards.
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From the Import menu, choose
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Install BaseVlocityCards
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Install CPQBaseTemplates.
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- Ensure that all items are selected and then click Next.
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Review the items to import and then click
Next.
NoteYou can ignore all errors.
- Click Activate Now.
- Click Start Activation.
- Click Done.
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