You are here:
Post-Install Steps for Earlier Releases of CME
This guide provides post-installation instructions for earlier versions of CME. For installation links to previous versions other than the ones listed, contact Salesforce Customer Support for help.
- Post-Install Steps for CME Summer '24
If you are new to CME and have recently installed the Summer '24 release, follow these necessary manual configuration steps to set up and customize CME. - Post-Install Steps for CME Spring '24
If you are new to CME and have recently installed the Spring '24 release, follow these necessary manual configuration steps to set up and customize CME. - Post-Install Steps for CME Winter '24
If you are new to CME and have recently installed the Winter '24 release, follow these necessary manual configuration steps to set up and customize CME. - Post-Install Steps for CME Summer '23
If you are new to CME and have recently installed the Summer '23 release, follow these necessary manual configuration steps to set up and customize CME. - Post-Install Steps for CME Spring '23
If you are new to CME and have recently installed the Spring '23 release, follow these necessary manual configuration steps to set up and customize CME. - Post-Install Steps for CME Winter '23
If you are new to CME and have recently installed the Winter '23 release, follow these necessary manual configuration steps to set up and customize CME. - Post-Install Steps for CME Summer '22
If you are new to CME and have recently installed the Summer '22 release, follow these necessary manual configuration steps to set up and customize CME. - Post-Install Steps for CME Spring '22
If you are new to CME and have recently installed the Spring '22 release, follow these necessary manual configuration steps to set up and customize CME. - Post-Install Steps for CME Winter '22
If you are new to CME and have recently installed the Winter '22 release, follow these necessary manual configuration steps to set up and customize CME. - Vlocity Installation Assistant
To finish installing or upgrading, then configuring Vlocity, use the Vlocity Installation Assistant to guide you through all the steps that will lead you to a complete and functional product experience. - Installing the Base CPQ Templates
After you install or upgrade Salesforce Industries Communications, Media, and Energy, you must install the Base Cards and the CPQ Base Templates. - Managing the Run Trigger and Workflow Custom Setting
To use Salesforce Industries Communications, Media, and Energy, you must define a user or profile for the Run Trigger and Workflow custom setting. - Running Maintenance Jobs
The maintenance jobs are available using the Vlocity CMT Administration tab. If you are installing Communications, Media, and Energy for the first time or upgrading your system from an earlier version, you must run maintenance jobs as part of the post-installation or upgrade process. - Running EPC Jobs for a New Installation
The EPC jobs set up the Enterprise Product Catalog Product Console object classes, default layouts, pricing variables, pricing plans, and bindings. The EPC jobs are available using the Vlocity CMT Administration tab.
Did this article solve your issue?
Let us know so we can improve!
