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Post-Install Steps for CME Summer '22
If you are new to CME and have recently installed the Summer '22 release, follow these necessary manual configuration steps to set up and customize CME.
You can perform the post-install steps manually or using the Vlocity Installation Assistant.
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Post-Install Using the Vlocity Installation Assistant: You can use the Vlocity Installation Assistant to guide you through the required post-installation steps. See Vlocity Installation Assistant.
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Post-Install Manual Steps: If you don't choose to use the Vlocity Installation Assistant, then perform the Post-Install Manual Steps. However, Vlocity recommends that you use the Installation Assistant.
After you have installed the applications package, you must perform the following steps.
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Configure the default cache partitions for CPQ
and OmniStudio:
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From Setup, in the Quick Find box, enter Platform Cache.
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Click Platform Cache.
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Beside CPQPartition, click Edit.
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In the Org Cache Allocation section, set the Organization cache to 2.
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Click Save.
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Repeat steps c to e for the OmniStudio partitions: VlocityAPIResponse, VlocityMetadata, and OrchestrationItems.
For details, see Configuring CPQ Platform Cache.
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Configure custom settings:
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From Setup, in the Quick Find box, enter Custom Settings.
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Click Custom Settings.
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Next to Trigger Setup, click Manage. The Trigger Setup page appears.
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Make sure the AllTriggers custom setting is On. These triggers generate global keys.
For more detail, see Enabling the AllTriggers Custom Setting.
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Set the Party.EnablePartyModel custom setting to On if you plan to use Party-Bound Relationship Graphs for Accounts, Contacts, and Households. If you do not plan to use party relationships, leave Party.EnablePartyModel in its default setting, which is Off.
For more detail, see Enabling the Party Model Trigger.
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Verify the EPCProductTrigger setting is enabled. If the EPCProductTrigger setting is not defined, add it and enable it.
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On the Custom Settings page, next to Run Trigger and Workflow, click Manage. The Run Trigger and Workflow page appears.
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Verify that a user or profile is defined. If not, click New and add a new user or profile to the setting.
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Click Save.
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- Create a remote site setting to support canceling ordersCreate a Remote Site Setting to Support Canceling Orders. For more information, see Settings to Support Canceling Orders
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Add the following picklist values:
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Multiplay to the Product Family picklist field for the Product object. Also, manually activate Product Family picklist field values for the Offer Migration Plan object.
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ReliesOn to the RelationshipType field of the AssetRelationship standard object. ReliesOn is the API name. Change the label name to Relies On.
For a complete reference of picklist values, see CME Picklist Values. To learn how to add picklist values, see Adding Picklist Values
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For OmniStudio-enabled orgs, enable legacy
OmniScripts and Cards:
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From Setup, in the Quick Find box, enter Omni Interaction Configuration.
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Click Omni Interaction Configuration.
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Click New Omni Interaction Configuration.
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In the Label field, enter EnableLegacyOmniScriptDesignerForLWC.
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In the Value field, enter true.
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Click Save.
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Repeat steps c to f to create another Omni Interaction Configuration called ShowLegacyOmniStudioUi with a value of true.
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Install cards and templates:
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From the App Launcher, click Vlocity Cards, then click the Additional Actions arrow in the top-right and install and activate all cards shown.
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From the App Launcher, click Vlocity Templates, then click the Additional Actions arrow in the top-right and install and activate all templates shown.
For more information, see Installing Cards, Templates, and OmniScripts.
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In the Vlocity CMT Administration tab under
Maintenance Jobs, run the following jobs in the sequence below:
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Account Hierarchy Maintenance -- This job builds a streamlined version of the account hierarchies in the Data Store sObjects, enabling the Refresh Platform Cache job to use the hierarchy data.
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Interface Implementation Maintenance (Restore) -- This job creates or restores the default set of Vlocity Communications interfaces and implementations.
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Field Maps Maintenance -- This job restores default Field Mapper settings that the CPQ flow uses to map fields between objects.
Note This job deletes any custom maps, so record any custom field mappings you need to restore after this job has run. -
Object Map Maintenance -- This job deletes existing object mappings and creates default Object Mapper settings for Opportunity, Quote, Order, Asset, and related objects.
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In the Vlocity CMT Administration tab under
Upgrade Jobs, run the following jobs in the sequence below:
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Populate Product Selling Period: Populates Selling Periods datetimes from old Effective dates for each product.
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Populate Requested Start Date: Populates Requested Start date-times from old Request dates for each order.
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Populate Product Hierarchy Global Key Path: Populates the product hierarchy global key path from the product hierarchy path for Promotion Item and Override Definition objects.
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Upgrade Encrypted Field on Attribute Object: Updates the Encrypted field on Attribute records based on attribute assignment data.
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Populate Missing Action Field in XLIs: Queries all XLIs (OrderItem, QuoteLineItem, OpportunityLineItem records) that do not have Action_c field populated, uses the ProvisioningStatus__c field value to derive value for the Action__c field and updates Action__c.
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Create Relationship Records: Allows existing customers to update an existing order and it creates the required relationship records for Movement.
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In the Vlocity CMT Administration tab under EPC
Jobs, run the following jobs in the sequence below:
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Install Default Vlocity Objects and Layouts: Installs or restores the default Vlocity objects and layout for object classes. Click Next twice, wait for the import to finish, click Done, and close the DataPacks tab.
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Create Default Pricing Variables and Bindings -- Creates default pricing variables and bindings in a fresh installation or an upgraded org.
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Install Default Pricing Plan Data -- Installs or restores the default Vlocity objects and layout for object classes, including Object class, Object layout, UI facet, and UI section.
For more information about pricing plans, see Enabling the Pricing Plan Service.
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Create Default Time Policy -- Creates a default time policy with start policy as purchase date and end policy as the end of plan duration.
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Create a custom notification record for
CMEbatchJob API:
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From Setup, in the Quick Find box, enter Notification Builder..
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Under Notification Builder, Click Custom Notifications.
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Click New.
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In the Custom Notification Name field, enter CMEbatchJob.
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In the API Name field, enter CMEbatchJob.
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For Supported Channels, select Desktop and Mobile.
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Click Save.
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Create a custom notification record for
BulkNotifications API:
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From Setup, in the Quick Find box, enter Notification Builder..
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Under Notification Builder, Click Custom Notifications.
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Click New.
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In the Custom Notification Name field, enter BulkNotifications.
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In the API Name field, enter BulkNotifications.
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For Supported Channels, select Desktop and Mobile.
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Click Save.
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Add a CMT.BypassTriggerClassCheck custom trigger:
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From Setup, in the Quick Find box enter Custom Settings.
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Click Custom Settings. The Custom Settings page appears.
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Navigate to Trigger Setup.
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Next to Trigger Setup, click Manage. The Custom Setting page for the Trigger Setup appears.
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Click New. The Trigger Setup Edit page appears.
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In the Name field, enter CMT.BypassTriggerClassCheck.
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Select TriggerOn.
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Click Save.
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Run diagnostics to check if your configuration
settings are correct:
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From the App Launcher, click Vlocity CMT Administration.
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Under Diagnostics, select Check Configurations Settings.
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Click Check.
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Review the results and make any necessary adjustments. If any items are highlighted in red, follow the on-screen instructions to troubleshoot.
To modify settings, return to the dashboard, and, under Custom Settings, click CPQ Configuration Setup.
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- To set up the Vlocity Product Designer, see Configure Vlocity Product Designer.
- To set up the Vlocity Pricing Designer, see Configure Pricing Designer.
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To deploy Industries CPQ in LWC.
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For an org with OmniStudio Disabled: See Deploy Industries CPQ in LWC with OmniStudio Disabled
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For an org with OmniStudio Enabled: See Deploy Industries CPQ in LWC with OmniStudio Enabled
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- To set up bulk operations such as bulk replacement for Change of Plans or bulk updates, see Configure Bulk Processing.
- For Vlocity Contract Life Cycle Management (CLM), see Post-Install Steps for Contract Lifecycle Management for Salesforce Industries Communications, Media, and Energy Summer '22.
- For Order Management, see Post-Install Steps for Industries Order Management Summer '22.
Once the post-install steps are completed, you can begin setting up the Salesforce Industries Communications, Media, and Energy application by defining products, pricing, and rules in the shared catalog. For more information, see Communications, Media, and Energy Admin Guide.
