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          Running Upgrade Jobs for the CME Managed Package

          Running Upgrade Jobs for the CME Managed Package

          This section describes each ​Salesforce Industries Communications, Media, and Energy upgrade job.

          To go to the Vlocity CMT Administration upgrade jobs:

          1. Click the All Tabs button All Tabs button in Salesforce Classic., or click the App Launcher App Launcher button in Lightning Experience. and then click the Vlocity CME Admin app.
          2. Click Vlocity CMT Administration.
          3. Under Admin Console, click Upgrade Jobs.
          4. Next to the upgrade job that you want to run, click Start.
          • Attribute Model Upgrade
            This job is comprised of two smaller jobs that convert a JSON field into two smaller fields which are then populated.
          • Create Relationship Records
            This upgrade job allows existing customers to update an existing order and it creates the required relationship records for Movement.
          • EPC Project Item Upgrade Job
            This job populates the Root Item Id and Global Key fields of EPC Project item records if they are blank.
          • Multi-Service Upgrade
            This job converts all group information (currently saved as an attachment) into QuoteMember's records. This job also changes the parent of QuoteGroup records from its group cart to the master quote.
          • Product Attributes Conversion Job
            Run the Product Attributes Conversion job once when you enable JSONAttribute v2 to add and populates these new fields for product records.
          • Populate Missing Action Fields in XLIS
            This job 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.
          • Populate Product Hierarchy Global Key Path
            This job populates the product hierarchy global key path from the product hierarchy path for Promotion Item and Override Definition objects.
          • Populate Reference Time (vlocity_cmt__CatalogItemReferenceDateTime__c) field for all XLIs/Assets
            This job populates the CatalogItemReferenceDateTime__c field in existing XLI records, such as OpportunityLineItem, QuoteLineItem, OrderLineItem, and Assets.
          • Populate Requested Start Date
            This job populates Requested Start datetimes from old Request dates for each order.
          • Root Product Child Item Upgrade
            This job creates a root product child item for each product for any missing root product child items.
          • Update Lifecycle Status
            This job populates the LifecycleStatus__c field in versioned entities (Product2, ObjectType, and Picklist).
          • Update ChangesAllowed in OrderItems
            When you upgrade an org to Winter ‘20 from a release prior to Communications, Media, and Energy Summer '18, the old order products do not support the same functionality because Salesforce defaults these fields to False. The Update ChangesAllowed in OrderItems job sets the IsChangesAllowed__c field value to true for all OrderItem records that belong to an order with a status of Draft.
          • Upgrade Encrypted Field on Attribute Object
            This job updates the Encrypted field on Attribute records based on attribute assignment data.
          • Upgrade EPC Schema
            Run these jobs to upgrade the existing product data to populate new fields that support the Product Versioning feature. The Product Versioning feature tracks versions of products, picklists, and object types. These fields must be populated and maintained regardless of whether Versioning is enabled.
           
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