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Post-Upgrade Steps for Contract Lifecycle Management for Salesforce Industries Communications, Media, and Energy Spring '22
To complete the upgrade for CLM for Salesforce Industries Communications, Media, and Energy for Spring '22, complete these procedures.
You can use the Vlocity Installation Assistant to guide you through all the required post-install or post-upgrade steps. See Vlocity Installation Assistant.
If you don't choose to use the Vlocity Installation Assistant, you can follow the steps in the following procedure to configure your installation or upgrade manually. However, Vlocity recommends that you use the Installation Assistant.
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Install and Activate Other Sample OmniScripts for CME Spring '22
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Activate the Latest Generic Document Generation OmniScript for CME Spring '22
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Upgrade Custom Settings to Contract Types for CME Spring '22
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Optional: Permission Sets
- Install and Activate Vlocity Templates for CME Spring '22
You must install the necessary Vlocity templates in order to generate documents. - Create Main Font Resource for PDF Files for CME Spring '22
Use the following procedure to upgrade the main font resource. When you create PDF files from documents, you must set up the fonts for the conversion. - Import and Activate DocumentTemplateTest for CME Spring '22
Install and activate the Generic Document Generation OmniScript, and the Omnistudio Data Mapper and Vlocity Action used in the OmniScript. - Install and Activate Other Sample OmniScripts for CME Spring '22
Install and activate other sample OmniScript datapacks, DocGenerationSample, DocGenerationSampleLwc, and AsyncQuoteToContractSample. - Activate the Latest Generic Document Generation OmniScript for CME Spring '22
You activate the latest Generic Document Generation OmniScript by deactivating and then reactivating it. - Upgrade Custom Settings to Contract Types for CME Spring '22
Use the following statement in the developer console to install contract type custom settings for this release. - Vlocity Actions for Frame Agreements for CME Spring '22
Install and activate the Vlocity actions used for frame agreements using DP_CUSTOM_Frame_Contracts file. - Map Fields for General Terms for CME Spring '22
Use the field mapper to set up fields for general terms. - Optional: Partner Communities for CME Spring '22
You can set up your partner community user to access the same CLM functionality as your internal end users. . - Optional: Guest Users for CME Spring '22
For guest users to use an OmniScript that generates documents for opportunities, quotes, orders, or contracts, you must complete additional setup tasks and configuration of the OmniScript. To set up guest users, see Document Generation for Community Guest Users Overview.
