Muliplay Subscription Management Post Deployment Setup (Managed Package)

Perform these post deployment setup steps after all the component migration is done successfully.

This feature is part of the Communications Cloud managed package.

Note Post deployment setup for Multiplay subscription management involves a large number of tasks. Be sure to devote adequate time to complete each task listed here.

1. Create a Service Agent profile to run agent flows along with the System Administrator profile:
   1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
   2. Beside the System Administrator profile name, click Clone.
   3. Enter Service Agent in the profile name field.
   4. Save your changes.
2. Activate the Service Cloud User, Salesforce CRM Content User, Flow User, and Knowledge User permissions for system administrator and service agent users:
   1. From Setup, in the Quick Find box, enter Users, and then select Users.
   2. Beside the System Administrator profile, click Edit.
   3. Select the Service Cloud User, Salesforce CRM Content User, Flow User, and Knowledge User checkboxes.
   4. Save your changes.
   5. Repeat the previous steps for the Service Agent user.
3. Verify if the Vlocity API Metadata custom object tab is available or create a new one:
   1. From Setup, in the Quick Find box, enter Tabs, and then select Tabs.
   2. Check if the Vlocity API Metadata custom object tab is available.
   3. If it’s not there, then perform these steps to create a Vlocity API Metadata tab.

      • From Setup, in the Quick Find box, enter Tabs, and then select Tabs.

      • Click New.

      • Select Object as Vlocity API Metadata.

      • Save your changes.

4. Change PriceListId in metadata:
   1. From Setup, in the Quick Find box, enter Custom Metadata Types, and then select Custom Metadata Types.
   2. Beside VPL Metadata Config, click Manage Records.
   3. Beside PriceListID, click Edit.
   4. Click Edit Layout.
   5. Drag VPL Config Value and drop it under the Information section.
   6. Open Salesforce Classic view in a new tab.
   7. Click the All tabs plus button and select PriceList.
   8. Click B2C.
   9. Copy the 15-digit ID from the address bar.
   10. Search “Convert 15 to 18-digit Salesforce” in google. Click the adminbooster website link.
   11. Paste the 15-digit ID in the left box and click the 18-digit converter button.
   12. Copy and paste the 18-digit ID in the VPL Config Value field of the PriceListId item under VPL Metadata Config.
   13. Save your changes.
5. Change GoogleMapAPI in metadata (Optional):
   1. From Setup, in the Quick Find box, enter Custom Metadata Types, and then select Custom Metadata Types.
   2. Beside VPL Metadata Config, click Manage Records.
   3. Beside GoogleMapAPI, click Edit.
   4. Paste the value of the google map API key to show the address map in the left profile of the service console account 360.
   5. Save your changes.
6. Update ConsumerAccountRecordTypeID metadata:
   1. From Setup, in the Quick Find box, enter Custom Metadata Types, and then select Custom Metadata Types.
   2. Beside VPL Metadata Config, click Manage Records.
   3. Beside ConsumerAccountRecordTypeId, click Edit.
   4. Open Salesforce Classic view in a new tab.
   5. From Setup, in the Quick Find box, enter Account, and then select Record Types under Accounts on the left navigation panel.
   6. Click Consumer.
   7. Copy the 15-digit ID from address bar and convert it to 18-digit ID.
   8. Copy and paste the 18-digit id in the VPL Config Value field of the ConsumerAccountRecordTypeId item under VPL Metadata Config.
   9. Save your changes.
7. Update VPL Config Value for the system administrator profile:
   1. From Setup, in the Quick Find box, enter Custom Metadata Types, and then select Custom Metadata Types
   2. Beside VPL Metadata Config, click Manage Records.
   3. Beside System_Administrator, click Edit.
   4. Open Salesforce Classic view in a new tab.
   5. Click Setup.
   6. In the Quick Find box, enter Profiles, and select Profiles.
   7. Click the System Administrator profile.
   8. Copy the 15-digit ID and convert it to 18-digit ID.
   9. Copy and paste the 18-digit id in the VPL Config Value field of the System_Administrator item under VPL Metadata Config.
   10. Save your changes.
8. Update the VPL Config Value for the service agent profile:
   1. From Setup, in the Quick Find box, enter Custom Metadata Types, and then select Custom Metadata Types.
   2. >Beside VPL Metadata Config, click Manage Records.
   3. Beside Service_Agent, click Edit.
   4. Open Salesforce Classic view in a new tab.
   5. Click the All tabs plus button and then select People.
   6. Click Agent, Service.
   7. Copy the 15-digit ID and convert it to 18-digit ID.
   8. Copy and paste the 18-digit id in the VPL Config Value field of the Service_Agent item under VPL Metadata Config.
   9. Save your changes.
9. Change Agent URL in metadata:
   1. From Setup, in the Quick Find box, enter Custom Metadata Types, and then select Custom Metadata Types.
   2. Beside VPL Metadata Config, click Manage Records.
   3. Beside Agent_baseURL, click Edit.
   4. Change the VPL Config Value to: https://[mydomain].lightning.force.com.
   5. Save your changes.
10. Change Community baseURL in metadata:
    1. From Setup, in the Quick Find box, enter Custom Metadata Types, and then select Custom Metadata Types.
    2. Beside VPL Metadata Config, click Manage Records.
    3. Beside Community_baseURL, click Edit.
    4. Change the VPL Config Value to the Mobile Subscription Self Service Portal Site URL (remove ‘/’ at the end). To get the URL: From Setup, in the Quick Find box, enter Sites, and then select Sites.
    5. Save your changes.
11. Change Customer baseURL in metadata:
    1. From Setup, in the Quick Find box, enter Custom Metadata Types, and then select Custom Metadata Types.
    2. Beside VPL Metadata Config, click Manage Records.
    3. Beside Customer_baseURL, click Edit.
    4. Change the VPL Config Value to the Mobile Subscription Self Service Portal Site URL and append it with ‘/s’ at the end.
    5. Save your changes.
12. Check OmniStudio FlexCards status:
    1. From the App Launcher, find and select OmniStudio FlexCards.
    2. Check if all the ‘sfi’ FlexCards are active or not and if any of the FlexCards with ‘sfi’ prefix isn’t active then activate only them.
    3. If you get an error message that includes any other dependent ‘sfi’ FlexCard, activate that dependent FlexCard before activating the current one.
13. Activate Multi-Language OmniScripts:
    1. From the App Launcher, find and select OmniScripts.
    2. Open SFICashTopUp(Multi-Language) active version.
    3. Beside the Edit button on top right, click the dropdown arrow and select Open in Classic Designer.
    4. Click Script Configuration.
    5. Click Deactivate Version.
    6. Click Activate Version.
    7. Repeat the previous steps for these OmniScripts: SFIBuyAddon; SFIChangeNumber; SFIChangePersonalDetails; SFICheckoutAndJoin; SFIManageFeatures; SFIManageLostandStoleDevicesorSIM; SFIRequestSIMUnlockCode; SFISIMReplacement; SFIVoucherTopup
14. Delete cached API response:
    1. From the Setup dropdown menu, select Developer Console.
    2. Click Debug and then select Open Execute Anonymous Window.
    3. Paste this code: delete ([Select id from vlocity_cmt__CachedApiResponse__c]);
    4. Make sure that there’s nothing else in the window.
    5. Click Execute.
15. Update roles for users:
    1. From Setup, in the Quick Find box, enter Users, and then select Users.
    2. Search for the user you want to run the flows with.
    3. Select the user.
    4. Click Edit.
    5. From the Role dropdown, select any of the roles - Advisor or Supervisor.
    6. Save your changes.
16. Enable the default option for Shop, Shopping cart, Bulk Upload, and Vlocity API Metadata tabs:
    1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
    2. Beside the System Administrator profile, click Edit.
    3. Click Custom tab Settings.
    4. Enable Default On for Shop, Shopping cart, Bulk Upload, and Vlocity API Metadata tabs.
    5. Save your changes.
    6. Repeat the previous steps for the Service Agent profile.
17. Configure all the existing service agent profiles in MSM:
    1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
    2. Beside the Service Agent (service agent’s profile) profile, click Edit.
    3. Select Visible for the Service Console app under Custom App Settings if it’s not made visible already.
    4. Select Default for the Service Console app.
    5. Save your changes.
    6. Repeat the previous steps for any other profiles that are required to be used as Service Agent.
18. Make SFI-Account and SFI-Service the default pages for the Service Console app:
    1. From Setup, in the Quick Find box, enter Lightning App Builder, and then select Lightning App Builder.
    2. Beside the SFI-Account flexi page, click Edit.
    3. Click Activation.
    4. Click the App Default tab.
    5. Click Assign as App Default.
    6. Select Service Console.
    7. Click Next twice and save your changes.
    8. Repeat the previous steps for the SFI-Service flexi page.
    9. For the Add New Customer (Add_New_Customer) flexi page, follow the previous steps until step d and then do these steps.

       • Click Lightning Experience tab.

       • Select Service Console.

       • Click Add page to app.

       • Save your changes.

19. Add a custom formula field on Order Product object to look up the Product2 Not Assetizable value:
    1. From Setup, in the Quick Find box, enter Object Manager, and then select Object Manager.
    2. In the Quick Find box, enter Order Product, and then select Order Product.
    3. Click the Fields & Relationships tab.
    4. Click New.
    5. Enter these details:

       • Data Type: Formula.

       • Field Label: Not Assetizable, Field Name: IsNotAssetizable.

         

         Note This label and name mirrors the OOB Product2 label and name.

       • Formula Return Type: Checkbox.

       • Click Next.

       • Under Simple Formula, Not Assetizable (Checkbox) = PricebookEntry.Product2.vlocity_cmt__IsNotAssetizable__c.

       • Click Next.

       • Field-Level Security for Profiles: Select the Visible checkbox for System Administrator and Service Agent profiles if not already selected.

       • Click Next and save your changes.

20. Create Sharing rules to provide community portal access to guest users:
    1. From Setup, in the Quick Find box, enter Sharing Settings and then select Sharing Settings.
    2. Under the Vlocity OmniScript Sharing Rules section, Click New.
    3. Enter these details.

       • Add Label and Rule Name as Vlocity OmniScript and Vlocity_OmniScript respectively.

       • Rule type: Guest user access, based on criteria

       • Criteria:

         • Field: Created By ID

         • Operator: Not equal to

         • Value: leave blank

       • Share with: Mobile Subscription Self Service Portal Site Guest User, Access.

       • Access level: Read only

    4. Save your changes.
21. Create a UI Settings record to load the MSM version of Newport:
    1. From Setup, in the Quick Find box, enter Custom Settings, and then select Custom Settings.
    2. Beside UISettings, click Manage.
    3. Click New. Add these details.

       • Name: newportZipUrl (case sensitive)

       • Key: NULL.

       • Value: <b2cCmexNewport URL>. To get this URL perform these steps.

         • From Setup, in the Quick Find box, enter Static Resources, and then select Static Resources.

         • Click b2cCmexNewport.

         • Right-click on View File and click Copy Link Address.

         • Remove everything before /resource. The URL looks like this: /resource/1635491420000/b2cCmexNewport?.

    4. Save your changes.
22. Add customer account sharing setting:
    1. From Setup, in the Quick Find box, enter Digital Experiences, and then select Digital Experiences.
    2. Click Settings.
    3. Under Sharing Sets, click New.
    4. Add these details.

       • Label: CustomerAccountSharingSetting

       • Name: CustomerAccountSharingSetting

       • Description: Share an account with a customer if the account is a user's account.

       • Select Profiles: Add Mobile Subscription Self Service Customer to the Selected Profiles section.

       • Select Objects: Add Account to the Selected Objects section.

       • Configure Access: Click Set Up for Account.

       • On the Access Mapping for Account modal window, select User as Account, Target Account as Id, and Access Level as Read/Write.

       • Click Update and save your changes.

23. Update CPQ Configuration Setup:
    1. From App Launcher, find and select Vlocity CMT Administration.
    2. Click CPQ Configuration Setup.
    3. Change the CacheAPI.CreateCartFromContextKey value to true.
    4. Save your changes.
24. Create Record Alert category setting:
    1. From Setup, in the Quick Find box, enter Record Alert Settings, and then select Record Alert Settings.
    2. Click Record Alert Category.
    3. Click the New Record Alert Category button and add these details.

       • Label: Fraud Alert

       • Name: Fraud_Alert

       • Severity: Warning

25. Run maintenance jobs. After you make all the required updates to various configurations, run these maintenance jobs to ensure that your configurations are implemented
    1. In the App Launcher, go to All Items and click Vlocity CMT Administration.
    2. Under Admin Console, click Maintenance Jobs.
    3. Run the following maintenance jobs sequentially and wait for each job to complete before starting the next job.

       • ACCOUNT HIERARCHY MAINTENANCE

       • INTERFACE IMPLEMENTATION MAINTENANCE (MERGE)

       • CLEAR MANAGED PLATFORM CACHE

       • PRODUCT HIERARCHY MAINTENANCE

       • REFRESH PLATFORM CACHE (FULL) or REFRESH PLATFORM CACHE (INCREMENTAL)

         Run the Refresh Platform Cache (Full) or Refresh Platform Cache (Incremental) jobs.

       • PRODUCT HIERARCHY MAINTENANCE

    4. Delete the cached API responses before fetching offers to display to the community. This ensures that previously cached data isn't displayed. After clearing the cached API responses, you'll run the Cacheable API jobs to clear the expired cache and then populate the cache.

       • Click the gear icon labeled Setup and then click Developer Console.

       • Click Debug and then click Open Execute Anonymous Window.

       • If there is any text displayed in the Enter Apex Code text box, delete it.

       • In the Enter Apex Code text box, enter delete ([Select Id from vlocity_cmt__CachedAPIResponse__c]); and click Execute. This clears the cache.

26. Run the cacheable API jobs to load API metadata, clear expired cache, and then populate the API cache. The Load API Metadata job populates the Vlocity API metadata table. The Delete Expired API Cache job clears expired cached API records earlier than the current date. The Populate API Cache job processes existing data and populates the API cache.

    • In the App Launcher, go to All Items and click Vlocity CMT Administration.

    • Under Admin Console, click Cacheable API Jobs.

    • Go to LOAD API METADATA and click Start.

    • Next, update the API metadata to add required parameters in the GetOffers record.

      • In the App Launcher, go to All Items and click Vlocity API Metadata.

        The Vlocity API Metadata page opens in a new subtab.

      • Go to the GetOffers API and click the metadata name.

        If you don't see the GetOffers API, check that the view is set to All. If you still don't see the GetOffers API, perform these steps:

        • Click the gear icon dropdown beside the search box.

        • Click New.

        • Type any name in the List Name field.

        • Save your changes.

        • Click the gear icon again and click Select Fields to Display.

        • Move API Key, API Name, API Params, and API Url to the Visible Fields section.

        • Save your changes.

      • On the Details tab, go to API Params and click the edit icon.

      • Replace the existing parameters with {"productFields":["Family", "vlocity_cmt__Type__c", "vlocity_cmt__SubType__c"]} and click Save.

    • Switch back to Vlocity CMT Administration subtab. Go to DELETE EXPIRED API CACHE and click Start.

    • When the Delete Expired API Cache job completes, run the POPULATE API CACHE job.

      • Go to POPULATE API CACHE and click Start.

      • Click Name to select all the APIs listed here.

      • In Catalogs, it's recommended that you select one catalog at a time and run the job separately for each catalog. This ensures that you avoid errors due to too many SOQL queries.

      • Click OK to start the job.

27. Clear the custom labels in cache. To ensure that the text on custom labels is correctly displayed in the customer portal, clear the custom labels in cache before you launch the customer portal.

    • In the App Launcher, click View All.

    • Go to All Items and click Vlocity Cards.

    • Click Cache Settings.

    • Select Custom Labels and click Clear.

28. Clear the Browser Session Storage. Follow these steps to clear any entry inside browser session storage:

    • On the community login page, right-click anywhere on the browser.

    • Click Inspect.

    • Click the double arrow icon and then select Application.

    • Click Session Storage.

    • Click the clear icon to clear any entry inside each session storage.

29. Upload Number and Sim Inventory data:
    1. Enable Number and SIM Inventory tabs and access:

       • From Setup, in the Quick Find box, enter Profiles, and then select Profiles.

       • Beside the System Administrator profile, click Edit.

       • Under Custom Tab Settings, enable Default On for both Number and SIM Inventory.

       • Save your changes.

       • Click the System Administrator profile name.

       • Under the Custom Field-Level Security section, click View for Number Inventory.

       • Select the Edit Access checkbox for Number, Status, and Type field names.

       • Similarly, click View for SIM Inventory and provide edit access to ICCID, IMSI, Serial Number, and Status field names.

    2. Add ExternalId field in the API params for GetOffers API in API Metadata:

       • From the App Launcher, find and select Vlocity API Metadata.

       • Click the GetOffers metadata name and open it.

       • Add ExternalId text in the API param json as shown in this screenshot.

       • Save your changes.

30. Add phone numbers to the inventory. In your Multiplay Subscription Management org, the number inventory contains sample data for phone numbers that can be assigned to subscribers. You can add your own sample data as records in the number inventory so that the numbers you provide here are assigned to new subscribers that you add.
    1. Create a .csv file with the required data. Include these columns in your file:

       • VPL_Number__c: 10-digit phone number that you want to make available to subscribers.

       • VPL_Status__c: Status of the phone number. To make a phone number available for use, ensure that the status you provide is Available.

       • VPL_Type__c: Category to which that phone number belongs. Valid values are silver, gold, platinum, and free.

         You can download this file to use as a template. The entries in this file are used for the sample subscribers that are provided in your org by default. We recommend that you don't modify the sample records provided here.

    2. Import the data from your .csv file to the Number Inventory custom object:

       • In the App Launcher, in the search box, enter Number and then click Number Inventory.

       • Click Import.

       • Under Custom Objects, click Number Inventory.

       • Click Add new records.

       • Select your file and then specify the character code and separator that are used in your file.

       • Click Next.

       • For each column in your file, click Map and then select the appropriate field to map it to. The field names to which you map each column are: Number, Type, and Status.

       • Click Next.

       • Click Start Import and then click OK.

       The import starts and the Bulk Data Load Job page appears. You can track the status of the import. When the import completes, you can return to the Number Inventory page to view the new records.

31. Add records to the SIM inventory. In your Multiplay Subscription Management org, the SIM inventory contains sample data for SIM cards including the serial number, IMSI number, and ICCID associated with the SIM. You can add your own sample data as records in the SIM inventory, so that the data you provide here is assigned to subscribers in your org.
    1. Create a .csv file with the required data. Include these columns in your file:

       • VPL_ICCID__c: 19-digit ICCID of the SIM card. This value must be unique in your org.

       • VPL_IMSI__c: 15-digit IMSI of the SIM card. This value must be unique in your org.

       • VPL_Serial_Number__c: 19-digit serial number of the SIM card. This value must be unique in your org. However, you can use the same value for ICCID and serial number.

       • VPL_Status__c: Status of the SIM card. To make a record available for use, ensure that the status you provide is Available.

       You can download this file to use as a template. The entries in this file are used for the sample subscribers provided in your org by default. We recommend that you don't modify the sample records provided here.

    2. Import the data from your .csv file to the Sim Inventory custom object:

       • In the App Launcher, in the search box, enter Sim and then click Sim Inventory.

       • Click Import.

       • Under Custom Objects, click Sim Inventory.

       • Click Add new records.

       • Select your file and then specify the character code and separator that are used in your file.

       • Click Next.

       • For each column in your file, click Map and then select the appropriate field to map it to. The field names to which you map each column are: ICCID, IMSI, Serial Number, and Status.

       • Click Next.

       • Click Start Import and then click OK.

       The import starts and the Bulk Data Load Job page appears. You can track the status of the import. When the import completes, you can return to the Sim Inventory page to view the new records.

32. Update the New Customer vlocity action target URL:
    1. From the App Launcher, find and select Vlocity Actions.
    2. Click New Customer.
    3. Replace the URL in the Target URL field until “.com” with the domain URL of your org.