Post Deployment Steps for Contact Center Console

Reactivate Contact Center Console OmniScripts

Deactivate and then reactivate each OmniScript listed in the Bill of Materials for the Energy & Utilities Contact Center Console. This ensures that all the OmniScripts work with the Lightning Web Components.

1. In the App Launcher, find and click OmniScripts.
2. In the Find in Page box, search for the first OmniScript listed in the Bill of Materials, then click the active version of the OmniScript.
3. In the actions menu, click Deactivate.
4. In your OmniScript, click Preview.
5. After you deactivate and preview the OmniScript, click Activate Version.
6. Click Ok to continue.
7. Repeat these steps for the remaining OmniScripts listed in Bill of Materials for Contact Center Console.

Reactivate Contact Center Console FlexCards

Deactivate then reactivate each FlexCard listed in the Bill of Materials for the Utilities Contact Center Console. This ensures that all the FlexCards work with the Lightning Web Components.

1. Download a copy of the Bill of Materials for the Contact Center Console.
2. In the App Launcher, go to All Items and click ​OmniStudio FlexCards​​. ​
   1. In the ​Find in Page​​ box, search for a FlexCard, expand the list of versions, and click on the most recent, active version.
   2. Click ​Deactivate​​.
   3. When the FlexCard is deactivated, click ​Activate​​.
3. Repeat these steps for all the FlexCards listed in Bill of Materials for the Contact Center Console.

Set Up FlexCard Designer

Use the FlexCard Designer to view and modify FlexCards.

Note The Flexcard Designer is needed only when you want to configure or customize something in the Flexcard. This setup step is not a requirement to installing and using Contact Center Console.

1. In the App Launcher, go to All Items and click OmniStudio FlexCards.
2. Open the latest version of the VEEEnergyNotificationsLayout FlexCard, and click Edit Page from Setup.
3. In the Lightning App Builder, under the Pages drop-down, click Open Pages and select Vlocity Card Designer.
4. Click Open.
5. In the Flexi Page, click Activation. In the pop-up window select your preferences.

Update the Statement Object Page Layout

Update the statement object page layout to include fields for capturing month, year, and charges for the billed statement.

1. Log in to your Salesforce org.
2. Click Setup.
3. Select Object Manager.
4. In the Quick Find box, search statement, and click Statement.
5. Select Page Layouts.
6. In the Page Layouts section, click Statement (Vlocity Telecommunication Services) Layout.
7. Select Fields from the left column of Statement (Vlocity Telecommunication Services) Layout table.
8. Drag and drop the following three fields to the Information sub-section under the Statement Detail:

   • Statement Month

   • Statement Year

   • Current Charges

   Final Statement Layout Structure

   
9. Click Save.
10. Close the Object Manager, and return to the previous page.

Grant Access to Contact Center Console App

Grant permissions for users to access the tabs in the Contact Center Console app.

Set Up Custom UI Settings for Contact Center Console

Update the custom UI settings for the Energy & Utilities Contact Center Console in your org.

1. Go to Setup.
2. Search Static Resources in the Quick Find box.
3. In the Static Resources page, click newport.
4. Right-click the View file link and select Copy Link Address and capture the URL in a text editor.
5. Go back to Setup.
6. Search for and select Omni Interaction Configuration in the Quick Find box.
7. Next to newportZipUrl, click Edit.
   If you don't see an entry for newportZipUrl, click on New Omni Interaction Configuration and create it. The Input Label and Name should be newportZipUrl.
8. In the Value box, enter the truncated URL of your newport static resource which you obtained in the previous step. Make sure to remove your org's base URL and the ? or # character from the end of the path. For example, /resource/1587030785000/newport_nds.
   

   Note

   If the newportZipUrl entry does not exist, create a new entry with the following values and click Save:

   • Name: newportZipUrl

   • Key: NULL

   • Value: Enter the truncated URL of your newport static resource which you obtained in the previous step. Make sure to remove your org's base URL and the ? or # character from the end of the path. For example, /resource/1587030785000/newport_nds.

9. Clear your browser cache.

Set Up Google Map API Key for Contact Center Console

Salesforce Industries supports Google MAP APIs to auto-populate address fields. By default, this functionality is disabled on Energy & Utilities Contact Center Console. You can enable the Google MAP API functionality by configuring the API Key in your Salesforce org.

1. Click Setup.
2. In Quick find, search Custom Metadata Types.
3. In the Custom Metadata Types page, click Manage Records next to VPLExpress.
4. Click Edit link next to Google API Public Key and ensure that the following details are set:

   • Label : Google API Public Key

   • VPLExpress Name : Google_API_Public_Key

   • Value: Your Google MAP API key

5. Click Save.