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            Pre-Upgrade Steps for Summer '23

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            1. Salesforce Help
            2. Docs
            3. Communications, Media, and Energy & Utilities Managed Package

            Pre-Upgrade Steps for Summer '23

            Perform the steps in this section to complete pre-upgrade tasks for Industries CME before you install the managed package.

            1. Find and note the package versions currently installed in your org so you can reference these versions during the Upgrade Steps:
              1. From Setup, in the Quick Find box, enter Installed Packages.
              2. Click Installed Packages.
              3. On the Installed Packages page, look for the Version Number of the following packages.

                • Vlocity CMT

                • Vlocity Installation CMT

              The CME managed package cannot be uninstalled. Salesforce Industries maintains a fix-forward methodology when resolving packaging issues and bugs.
              Note
              Note If you are upgrading from a version earlier than 242.14, then first upgrade to 242.14. After the upgrade is complete, you can upgrade to the Summer 23' (244) package.
            2. Log off all orgs except the org where you are performing the installation. Make sure you are logged into only one environment and that you do not deploy the managed package to the wrong environment. Verify the correct environment.
              1. Copy the tail of the package URL. If the package link is: https://login.salesforce.com/packaging/installPackage.apexp?p0=xxxxxxxxxxxxxxx, the tail of the URL would be /packaging/installPackage.apexp?p0=xxxxxxxxxxxxxxx.
              2. Check the URL tail to ensure the package and the package ID are correct.

              Alternatively, if you are logged out of all other environments, click the installation URL for the major release package in the release summary table below.

            3. Ensure the Salesforce Recycle Bin is empty, and that your strategic backup plan that does not involve using the Recycle Bin.
              Important
              Important

              If the Salesforce Recycle Bin is not empty, the package deployment may fail.

              • In Salesforce Classic, the Recycle Bin is typically located at the bottom of the navigation panel on the Home page.

                Click Recycle Bin, then click Empty your organization's recycle bin.

              • In Salesforce Lightning, you can use the App Launcher to find the Recycle Bin.

                Click Empty Org Recycle Bin.

                If you can not find the Recycle Bin in Lightning, switch to Classic to complete this step.

            4. Ensure you have created a domain to enable Lightning Web Components. If not, then enable Lightning Web Components by setting up a domain for your Salesforce org and deploying it to all users:
              1. Log in to your Salesforce org.
              2. From Setup, in the Quick Find box, enter My Domain.
              3. Click My Domain.
              4. Choose a domain to use, then click Check Availability.
              5. Click Register Domain, then wait for an email that confirms your domain is registered and ready for testing.
              6. Return to My Domain in Setup. and click Log in.
              7. Click Deploy to Users, and click OK to confirm.
            5. Verify that Advanced Currency Management is disabled.

              From Setup, in the Quick Find box, enter Manage Currencies.

              • If you cannot find Manage Currencies, then Advanced Currency Management is disabled and you can go to the next step.

              • If you find Manage Currencies and Advanced Currency Management is enabled, then disable it.

              Note
              Note

              You can enable Advanced Currency Management after the installation is complete.

              See also Enabling or Disabling Advanced Currency Management in Salesforce Help.

            6. Ensure that Deliverability is set to All Email:
              1. From Setup, in the Quick Find box, enter Deliverability.
              2. Click Deliverability.
              3. Click the dropdown for Access level and set to All Email.
              4. Click Save.
            7. Ensure Enhanced Email is enabled:
              1. From Setup, in the Quick Find box, enter Enhanced Email.
              2. Click Enhanced Email.
              3. Make sure Enhanced Email is enabled.
            8. Set up Content Deliveries:
              1. From Setup, in the Quick Find box, enter content deliveries and public links.
              2. Click Content Deliveries and Public Links.
              3. Click Content Deliveries feature can be enabled for users.
              4. Click Public Links can be enabled for users (Requires Content Deliveries).
              5. Click Content Deliveries and Public Links can be enabled to let communities users share files managed by libraries (Requires Content Deliveries).
              6. Choose a default option for content-delivery passwords:

                • Password protection is optional and defaults to OFF—If this option is selected, users can choose to require a password when they create a content delivery, but the Require Password to Access Content field on the create-delivery wizard is not selected by default.

                • Password protection is optional and defaults to ON—If this option is selected, the Require Password to Access Content field on the create delivery wizard is selected by default. Users can deselect the option if they don’t want to require a password.

                • Password protection is required—If this option is selected, a password is generated each time a content delivery is created. Users cannot opt out of the password requirement.

                For more information, see Set up Content Deliveries.

            9. Enable Orders:
              1. From Setup, in the Quick Find box, enter Order.
              2. Click Order Settings and click Enable.
              3. Click Save.
            10. Enable Work Orders:
              1. From Setup, in the Quick Find box, enter Field Service.
              2. Click Field Service Settings.
              3. Enable Work Orders.
            11. Ensure Salesforce CRM Content is enabled:
              1. From Setup, in the Quick Find box, enter Salesforce CRM.
              2. Click Salesforce CRM Content and click Enable.
              3. Click Save.
            12. Ensure Scheduling is enabled:
              1. From Setup, in the Quick Find box, enter Product Schedule.
              2. Click Product Schedules Settings.
              3. Select Enable quantity scheduling and Enable for all products.
              4. Select Enable revenue scheduling and Enable for all products.
              5. Click Save.

              Enable for all products is deselected in the UI when you return to Product Schedules Settings because it only affects new products.

            13. Ensure Libraries in Salesforce Files is enabled:
              1. From Setup, in the Quick Find box, enter Salesforce Files.
              2. Click General Settings.
              3. Ensure there is a checkmark in the box beside Libraries in Salesforce Files. If not, click Edit, click the box, and click Save.
            14. Ensure Forecasts are enabled:
              1. From Setup, in the Quick Find box, enter Forecasts.
              2. Click Forecasts and click Enable.
              3. Click Save.
            15. Allow users to relate multiple contacts to tasks and events:
              1. From Setup, in the Quick Find box, enter Activity.
              2. Click Activity Settings.
              3. Click Allow Users to Relate Multiple Contacts to Tasks and Events.
              4. Ignore the Salesforce warning and click Submit.
              5. Click Refresh and ensure the Feature enabled message appears. Wait for this confirmation because the package will fail to deploy if the feature is not enabled.
            16. Allow users to relate a contact to multiple accounts:
              1. From Setup, in the Quick Find box, enter Account Settings.
              2. Click Account Settings.
              3. Click Edit.
              4. Click Allow users to relate a contact to multiple accounts.
              5. lgnore the Salesforce warning and click Save.
            17. Make data protection details available in records:
              1. From Setup, enter Data Protection and Privacy in the Quick Find box, and then select Data Protection and Privacy.
              2. Click Edit and select Make data protection details available in records.
              3. Click Save.
              4. Add the Individual field to Lead, Contact, or Person Account page layouts.
            18. Verify that the New Order Save Behavior is disabled. Otherwise, your CME package won't install. For more information about the update, see Order Save Behavior Update.
              1. From Setup, in the Quick Find box, enter Release Updates, and then select Release Updates.
              2. In the Needs Action page, go to the Enable New Order Save Behavior box, and then click Get Started.
              3. If the step-by-step guide shows a Disable Test Run button, click it. If you see an Enable Test Run button, the New Order Save Behavior is already disabled and you can proceed with package installation.
             
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