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          Set Up the Product Designer

          Set Up the Product Designer

          Perform the following steps to ensure the Product Designer displays the correct page layout and compact layout.

          1. If you're upgrading from Winter '21 or earlier releases, set up the Product Designer Lightning App:
            • From Setup, enter App Manager in the Quick Find box.

            • Click App Manager. The Lightning Experience App Manager page appears.

              Lightning Experience App Manager page
            • Scroll down and click Vlocity Product Designer . If you do not see Vlocity Product Designer , but instead see Vlocity Product Console , then continue with the following steps.

            • Click the arrow on the right, then click Edit. The App Details and Branding page appears.

            • If the name is Vlocity Product Console :

              • In the App Name field, update the Label to Vlocity Product Designer.

              • In the Description field, type Manage Product Configuration.

              • Click Save.

            • From the left panel, click User Profiles.

            • Ensure that your Administrator profile is active under the Selected Profiles list.

            • Click Save.

            • Click Back to return to the Lightning Experience App Manager.

          2. If you're upgrading to Summer '22 or later for the first time, set up the new document folder for the Product Designer:
            • For any existing documents, update their references to map to the new folder:

              • Open the developer console by clicking the Setup button and then Developer Console.

              • Click Debug and then Open Execute Anonymous Window.

              • Paste the following code and click Execute.

                String namespacePrefix = 'vlocity_cmt';
                List<folder> folderList = [SELECT Id, Name, NamespacePrefix FROM Folder where Name='ProductConsole'];
                Folder newFolder = null;
                Folder oldFolder = null;
                if(folderList.size() != 2) {
                    return;
                }
                if(folderList[0].NamespacePrefix == namespacePrefix) {
                    newFolder = folderList[0];
                    oldFolder = folderList[1];
                } else {
                    newFolder = folderList[1];
                    oldFolder = folderList[0];
                }
                 
                List<Document> documentList = [SELECT Id, FolderId FROM Document where FolderId = :oldFolder.Id];
                if(documentList.size() != 0) {
                    for(Document doc : documentList) {
                        doc.FolderId = newFolder.Id;
                    }
                    update documentList;
                }
            • Delete the old document folder:

              • Switch to the Salesforce Classic by clicking your profile icon and then Switch to Salesforce Classic.

              • Click + to open the All Tabs page.

              • Click Documents.

              • From the Folder dropdown, select ProductConsole. Ensure that you select the folder that doesn't also include the namespace.

              • Click Edit.

              • Click Delete and then OK.

           
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          Salesforce Help | Article