Set Up the Vlocity Interaction Console

With the Interaction Console, display a 360-degree view of a customer, including the authorized transactions that a verified customer is allowed to complete. Create customer interactions from the Interaction Console with the Vlocity Interaction Launcher.

1. In your org, go to the Vlocity Cards tab by clicking the App Launcher, then clicking Vlocity Cards under All Items.
2. Click the drop-down list to the right of the Import and select Install CustomerInteractionConsoleCards or Install CustomerInteractionConsoleCards, depending on which one is in your org, to import the Vlocity Cards, Vlocity Actions, UI Templates, and UI Layout used with the Interaction Console. You can install both, if both are present.
3. Review the imported items and click Next. You are prompted that existing components will be overwritten.
4. Unselect any component that you do not want to overwrite, confirm the items that you do want to import, and click Next. If you find a component already in use that will be overwritten, and you want to keep using that version, select Previous, go back to the previous window, and deselect it.
5. Click Next to start the import.
   After import complete, activate the components by clicking Activate Later or Activate Now , then click Done.
6. Update the Account and Contact objects to display the InteractionFieldList by going to Setup > Object Manager, and click to open an Account or Contact object.
7. Click Field Sets, then click InteractionFieldList.
8. Confirm that there are fields available in the In the Field Set list.
9. Go to the Vlocity Actions tab and select the ConsoleCard action.
10. Depending on your Vlocity package type, do one of the following:

    • For ​Salesforce Industries Communications, Media, and Energy, add the following Target URL to create a static card layout:

      /apex/vlocity_cmt__InteractionConsoleCards?id={0}&layout=Interaction_Assets

    • For Vlocity Insurance , you can choose to set up a dynamic card layout that displays differently based on the Account type.