Loading
Upcoming Mandatory Changes to Public Key Infrastructure (PKI)Read More
Vlocity Contract Lifecycle Management
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Install and Activate Vlocity Templates for CME Summer '22

          Install and Activate Vlocity Templates for CME Summer '22

          You must install the necessary Vlocity templates in order to generate documents.

          1. Using the App Launcher, open Vlocity Templates.
          2. Click the upper-right dropdown arrow and click Install ObjectDocumentCreationUITemplates.

            Ignore any overwrite warnings.

          3. Select all the items, and click Next twice.
          4. Click Activate Now.
          5. Click Next, and click Done.
           
          Loading
          Salesforce Help | Article