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Post-Upgrade Steps for Winter '23
Perform the steps in this section to complete upgrade tasks for Industries Communications, Media, and Energy after you have installed the managed package.
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Use App Launcher to find Vlocity CMT
Administration and perform the following Maintenance job under the Admin
Console:
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Interface Implementation Maintenance (Merge): Merges existing interfaces and implementations with the default Vlocity interfaces and interface implementations.
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Run diagnostics to check if your configuration
settings are correct:
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From the Vlocity CMT Administration page, click 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 return to the Vlocity CMT Administration page, click Back to dashboard.
For more information, see CPQ Configuration Settings Reference
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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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Add
compiledJobInfofor thevlocity_cmt__CachedAPIResponse__c:vlocity_cmt__Type__c. Also, ensure all picklist values have been added and activated.For a complete reference of picklist values, see CME Picklist Values. - To upgrade the Vlocity Product Designer, see Upgrade Vlocity Product Designer.
- To upgrade the Vlocity Pricing Designer, see Upgrade Vlocity 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 replacement for Change of Plans, see Configure Bulk Processing.
- If you use Contract Life Cycle Management (CLM), see Post-Upgrade Steps for CLM for Communications, Media, and Energy.
- If you use Industries Order Management (OM), see Post Upgrade Steps for Order Management Winter '23.
- If you use Industries Digital Commerce, see Post-Upgrade Steps for Digital Commerce.
