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            Post-Upgrade Steps

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

            Post-Upgrade Steps

            Perform the steps in this section to complete upgrade tasks for Salesforce Industries CME or CLM after you have installed the managed package:

            1. Configure the default cache partition:

              • From Setup, in the Quick Find box, enter Platform Cache.

              • Click Platform Cache.

              • Beside CPQPartition, click Edit.

              • In the Org Cache Allocation section, set the Organization cache to 2.

              • Click Save.

              • Repeat steps c to e for VlocityAPIResponse, VlocityMetadata, and OrchestrationItems.

            2. Use App Launcher to find Vlocity CMT Administration and perform the following jobs under the respective Admin Console.

              • Run the following Upgrade jobs:

                • Populate Product Selling Period: Populates Selling Periods datetimes from old Effective dates for each product.

                • Populate Requested Start Date Populates Requested Start datetimes from old Request dates for each order.

                • Populate Product Hierarchy Global Key Path: Populates the product hierarchy global key path from the product hierarchy path for Promotion Item and Override Definition objects.

                • Update Encrypted Field on Attribute Object: Updates the Encrypted field on Attribute records based on attribute assignment data.

                • Populate Missing Action Field in XLIs: 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.

                • Create Relationship Records: Allows existing customers to update an existing order and it creates the required relationship records for Movement.

                • Upgrade EPC Schema: Upgrades the existing product data to populate new fields that support the product Versioning feature for tracking versions of products, picklists, and object types.

                  Under Populate New fields, select Product2 for the Object to Upgrade field. After running this job for Product2, run it again for Object Type and Picklist.

                  You can use the default setting for this job, which is 200, or you can enter any value between 1 and 2000.

                • Multi-Service Upgrade: Moves attachment records for group info into Quote Members records. This job also reparents QuoteGroup records from Group Cart to Master Quote.

                • EPC Project Item Upgrade: Populates the Root Item Id and Global Key fields of Work Set Item records if they are blank.

              • Run the following Maintenance jobs:

                • Interface Implementation Maintenance (Merge): Merges existing interfaces and implementations with the default Vlocity interfaces and interface implementations.

                • Field Maps Maintenance: Creates or restores default Field Mapper settings that the CPQ flow uses to map fields between objects. This job is critical for obtaining the latest field mappings for new fields.

                  Important
                  Important

                  This job deletes any custom maps, so record any custom field mappings you need to restore after this job has run.

                • Object Map Maintenance: Deletes existing object mappings and creates default Object Mapper settings for Opportunity, Quote, Order, Asset, and related objects.

                • Product Hierarchy Maintenance: Builds the product hierarchies in the Data Store sObject, enabling the Refresh Platform Cache job to use the hierarchy data. Ignore the Delete Data checkbox.

                • Clear Managed Platform Cache: Clears the org cache in the CPQPartition platform cache. The job does not affect other cache partitions.

                • Refresh Platform Cache: Copies product hierarchy data to the platform cache and rebuilds the product attribute cache.

              • Run the following EPC jobs:

              • Run the following Cacheable API jobs:

                • Delete Pseudo Records: This job deletes the pseudo records created by Digital Commerce APIs. There is no need to edit the fields.

                  Note
                  Note

                  There is no need to edit the fields. Click OK.

                • Load API Metadata: This job processes existing data and populates the API cache as part of Digital Commerce Cache Management.

                • Populate API Cache: Processes existing data and populates the API cache. In the Filters section, click All. Select all the APIs in the table. Under Filters, select All.

                See also Post-Upgrade Steps for Digital Commerce.

              • Run diagnostics to check if your configuration settings are correct:

                • From the Vlocity CMT Administration page, click Check Configurations Settings.

                • Click Check.

                • 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

            3. Install cards and templates:

              • From the App Launcher, click Vlocity Cards, then click the Additional Actions arrow in the top-right and install and activate all cards shown.

              • 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.

            4. Verify that the StreamingAPI remote site setting has the correct URL.
            5. Remove the Billing link from the Account object. To perform this step, use Salesforce Classic.

              • From Setup, in the Quick Find box, enter Accounts.

              • In the left panel, under Build, click the arrow beside Customize to expand the list.

              • Click the arrow beside Account to expand the list.

              • Click Buttons, Links, and Actions.

              • Find and delete the Billing row.

            6. Deactivate workflow rules:

              • From Setup, in the Quick Find box, enter Workflow Rules.

              • Click Workflow Rules.

              • Click Continue.

              • Deactivate Vlocity Workflow rules that start with Asset or ReferenceId:

                • AssetPricingAdjustmentRefIdForOLIPA

                • AssetPricingAdjustmentRefIdForQLIPA

                • AssetRefIdForOLI

                • AssetRefIdForQLI

                • ReferenceIdForOrderAppliedPromotionItem

                • ReferenceIdForOrderPriceAdjUpdate

                • ReferenceIdForOrderPromotionUpdate

                • ReferenceIdForQuoteAppliedPromotionItem

                • ReferenceIdForQuotePricingAdjUpdate

                • ReferenceIdForQuotePromotionUpdate

            7. Ensure a default language is set:

              • In Quick Find, search for Picklist Value Sets.

              • Click Picklist Value Sets.

              • Click Vlocity Locale Code.

              • Ensure a base language is selected. If not, select your base language and set it to Default. If the value (base language) is inactive, then activate it.

              • Activate only the languages to which the data will be translated.

            8. Ensure all picklist values have been added and activated. For a complete reference of picklist values, see CME Picklist Values.
            9. Create a custom notification record for CMEbatchJob API:

              • From Setup, in the Quick Find box, enter Notification Builder..

              • Under Notification Builder, Click Custom Notifications.

              • Click New.

              • In the Custom Notification Name field, enter CMEbatchJob.

              • In the API Name field, enter CMEbatchJob.

              • For Supported Channels, select Desktop and Mobile.

              • Click Save.

            10. Create a custom notification record for BulkNotifications API:

              • From Setup, in the Quick Find box, enter Notification Builder..

              • Under Notification Builder, Click Custom Notifications.

              • Click New.

              • In the Custom Notification Name field, enter BulkNotifications.

              • In the API Name field, enter BulkNotifications.

              • For Supported Channels, select Desktop and Mobile.

              • Click Save.

            11. Add a CMT.BypassTriggerClassCheck custom trigger:

              • From Setup, in the Quick Find box enter Custom Settings.

              • Click Custom Settings. The Custom Settings page appears.

              • Navigate to Trigger Setup.

              • Next to Trigger Setup, click Manage. The Custom Setting page for the Trigger Setup appears.

              • Click New. The Trigger Setup Edit page appears.

              • In the Name field, enter CMT.BypassTriggerClassCheck.

              • Select TriggerOn.

              • Click Save.

            12. To upgrade the Vlocity Product Designer, see Upgrade Vlocity Product DesignerPost-Upgrade Steps for Vlocity Product Designer.
            13. If you use Contract Life Cycle Management (CLM), see Post-Upgrade CLM CME Winter '22.
            14. If you use Vlocity Order Management (OM), see Post-Upgrade Steps for Order Management Winter '22Post Upgrade Steps for Order Management Winter '22.
             
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