Prepare Your Org for Multiplay Subscription Management (Managed Package)

To prepare for Multiplay Subscription Management deployment, complete these prerequisites.

1. Enable Omnistudio Metadata and disable Managed Package Runtime if you have an OS Enabled Salesforce Org. If you have an OS Disabled Org, skip this step.
   1. Configure OmniStudio Settings.
2. Complete the LWC CPQ setup based on your Salesforce org configuration.
   1. Deploy Industries CPQ in LWC with OmniStudio Disabled
   2. Deploy Industries CPQ in LWC with OmniStudio Enabled
3. Install IDX Workbench. IDX Workbench is a desktop application that enables you to migrate Vlocity Datapacks and Salesforce metadata from one org to another.
4. Enable reports for Customer Interactions.
   1. From Setup, in the Quick Find box, enter Object Manager, and then select Object Manager.
   2. Beside the Customer Interaction object, click Edit.
   3. Select the Allow Reports checkbox.
   4. Save your changes.
   5. Repeat the previous steps for the Customer Interaction Topic object.
5. Enable digital experiences.
   1. From Setup, in the Quick Find box, enter Digital Experiences, and then select Digital Experiences.
   2. Click Settings.
   3. Select the Enable Digital Experiences checkbox.
   4. Save your changes.
      A pop-up appears asking you to confirm your domain name.
   5. Click Ok.
6. Enable experience bundle metadata API.
   1. From Setup, in the Quick Find box, enter Digital Experiences, and then select Digital Experiences.
   2. Click Settings.
   3. Select Enable ExperienceBundle Metadata API.
   4. Save your changes.
7. Register your Salesforce site domain name.
   1. From Setup, in the Quick Find box, enter Sites, and then select Sites.
   2. Select the checkbox and click Register my Salesforce site domain name.
   3. Click Ok.
8. Create a self-service portal.
   1. From Setup, in the Quick Find box, enter Digital Experiences, and then select Digital Experiences.
   2. Click All Sites.
   3. Click New.
   4. Choose the template type as Build Your Own (Aura).
   5. Click Get Started.
   6. Enter the Name field as Mobile Subscription Self Service Portal.
   7. Click Create.
9. Update remote site settings for Omnistudio FlexCards activation.
   1. From the App Launcher, find and select OmniStudio FlexCards.
   2. Click the Warnings icon and copy the 2 URLs from the Warnings pop-up that appears.
10. Create two new remote sites.
    1. From Setup, in the Quick Find box, enter Remote Site Settings, and then select Remote Site Settings.
    2. Click New Remote Site.
    3. Add LWC 1 in the Remote Site Name field and paste the first URL (visual.force.com) from the warning sign in the Remote Site URL field.
    4. Save your changes.
    5. Similarly create another remote site. Add LWC 2 in the Remote Site Name and paste the second URL (lightning.force.com) from the warning sign in the Remote Site URL field.
    6. Save your changes.
11. Activate your self-service portal.
    1. From Setup, in the Quick Find box, enter All Sites, and then select All Sites.
    2. Beside Mobile Subscription Self Service Portal, click Builder.
    3. Click the top-left corner icon and then click Administration.
    4. Click Activate to activate the community.
12. Assign Default CPQ Order Record Page to the service console if you’re using an OS Disabled Org.
    1. From Setup, in the Quick Find box, enter Lightning App Builder, and then select Lightning App Builder.
    2. Beside the Default CPQ Order Record Page, click Edit.
    3. Click Activation.
    4. Under the App Default tab, Click Assign as App Default.
    5. Select Service Console and click Next.
    6. Choose the Form Factor as Desktop and Phone.
    7. Click Next and Save.
13. Assign Default OSE CPQ Order Record Page to the service console if you’re using an OS Enabled Org.
    1. From Setup, in the Quick Find box, enter Lightning App Builder, and then select Lightning App Builder.
    2. Beside OSE_CPQOrderRecordPage, click Edit.
    3. Click Activation.
    4. Under the App Default tab, Click Assign as App Default.
    5. Select Service Console and click Next.
    6. Choose the Form Factor as Desktop and Phone.
    7. Click Next and Save.
14. If you want to create an individual record as part of the guided selling process in MSM, complete these steps.
    1. From Setup, in the Quick Find box, enter Data Protection and Privacy and then select Data Protection and Privacy.
    2. Select Make data protection details available in records.
    3. Save your changes.
15. If you want to use the Knowledge feature from Service Cloud, see Enable Lightning Knowledge.