You are here:
Upgrade Guide for Salesforce Industries Communications, Media, and Energy
This guide includes instructions for preparing to upgrade and for upgrading Salesforce Industries Communications, Media, and Energy (CME). It includes post-installation steps for CME, Contract Lifecycle Management, and Order Management.
- Automatic Upgrades
Starting in Spring ‘24, we've added the Communications, Media, and Energy & Utilities (CME) managed package to the automatic upgrade process. This process aligns with the Salesforce seasonal release cycle, where new features are delivered three times a year (Summer, Winter, and Spring). With automatic upgrades, you also get early access to upcoming releases in your sandbox preview environment. - Upgrade Communications, Media, and Energy Applications Package to Winter '26
Use the instructions in these topics to upgrade any release of Industries CME since Winter '18 directly to Winter '26. If you’re looking for installation links for previous versions, contact Salesforce Customer Support for help. - Configure Vlocity Product Designer for Salesforce Industries Communications, Media, and Energy (Upgrade)
To use the Product Designer, complete the required configuration steps. The Product Designer provides a unified user experience with improved efficiency and agility to launch products quickly to market, giving both business and IT users access to all the product management capabilities they need. - Configure Vlocity Pricing Designer (Upgrade)
To use the Vlocity Pricing Designer, assign a page layout, rename the Promotion tab, and verify the pricing tabs are visible. The Vlocity Pricing Designer provides a unified user experience with improved efficiency and agility to create and maintain product pricing, promotions, and associated rules, giving both business and IT users access to the pricing management capabilities they need. - Configure Bulk Processing
To replace offers in bulk, you must add a custom metadata type for ListToObjects. Otherwise, sales agents see "Bulk Replace" errors when they use the change of plans feature to replace offers in bulk. - Post-Upgrade Steps for Digital Commerce
To help prevent excess consumption of storage, clear all records from the CachedAPIResponse__c table after every major upgrade. - Post Upgrade Steps for Order Management Winter '24
Customers upgrading to Industries Order Management must follow some steps to get Order Management working as expected. Except when noted otherwise, these steps are valid for both OM Standard and OM Plus environments.
Did this article solve your issue?
Let us know so we can improve!
