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Post Install Steps for Industries Order Management Winter '23
This topic is for customers who have never before installed Salesforce Industries Communications, Media, and Energy Order Management.
If you are upgrading from a previous version of Salesforce Industries Communications, Media, and Energy Order Management, see one of the following topics instead of the steps on this page:
Industries Order Management (also called Industries OM) is installed when you install the Communications, Media and Energy managed package. However, after you have installed the Communications, Media, and Energy package, you must perform additional steps to set up Industries OM.
After installing Industries OM, you can then build your technical product catalog, order decomposition rules, and orchestrations.
Customers using OM Plus: Work with Salesforce Customer Support to help make sure that you're on the right track throughout the process.
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Applying Record Types and Page Layout Assignments for OM Fall '19 and Later
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Order Management Plus Only: Verifying that Order Management Plus is Working with Salesforce
Order Management Plus only: As a test, submit an order from Salesforce to OM Plus. The test order validates connectivity to all downstream systems (API gateways, ESBs, point connections, and so on), and communication back to Salesforce. After you have sent a successful test order, the installation is finished.
