Post-Install Steps for Vlocity Contract Lifecycle Management for ​Salesforce Industries Communications, Media, and Energy Winter '23 and Later Releases

Before you begin the post-install steps for Vlocity Contract Lifecycle Management, you must install the Vlocity Communications, Media, and Energy (CME) managed package and complete the CME post-install steps.

Here's detailed information on each post-install step for Vlocity Contract Lifecycle Management.

1. Optional: RollbackDRChanges Setting for CME Winter '23 and Later Releases
   If the Omnistudio Perm is enabled in your org, then you need to configure the RollbackDRChanges setting. With the RollbackDRChanges value set to true, while generating the document, the Omniscript pulls the Omnistudio Data Mapper Transform values and maps the tokens with actual data in the document template.
2. Optional: EnableLegacyOmniscriptDesignerForLWC Setting for CME Winter '23 and Later Releases
   If the Omnistudio Perm is enabled in your org, then you need to configure the EnableLegacyOmniscriptDesignerForLWC setting to activate the latest Generic Document Generation Omniscript.
3. Optional: ShowLegacyOmniStudioUi Setting for CME Winter '23 and Later Releases
   If the Omnistudio Perm is enabled in your org, then you need to configure the ShowLegacyOmniStudioUi setting to install Vlocity CLM Contract Cards successfully.
4. Create the Vlocity Document Template Library for CME Winter '23 and Later Releases
   You must create a Vlocity Document Template library to store the document templates that you create.
5. Install and Activate Vlocity Templates for CME Winter '23 and Later Releases
   You must install the necessary Vlocity templates in order to generate documents.
6. Verify the Document Template Picklist for CME Winter '23 and Later Releases
   Most likely you already have document template picklist set up with these values. From the type column check to make sure that you do have the appropriate picklist values configured, and if not add them.
7. Create the Main Font Resource for CME Winter '23 and Later Releases
   When you create PDF files from documents, you must set up the fonts for the conversion.
8. Import and Activate DocumentTemplateTest for CME Winter '23 and Later Releases
   Install and activate the Generic Document Generation Omniscript, and the Omnistudio Data Mappers and Vlocity Action used in the Omniscript.
9. Install and Activate Other Sample Omniscripts for CME Winter '23 and Later Releases
   Install and activate other sample Omniscript datapacks, DocGenerationSample, DocGenerationSampleLwc, AsyncQuoteToContractSample, and UpdateDeleteContractSample.
10. Set Up the Salesforce Remote Site Setting for CME Winter '23 and Later Releases
    You must complete this procedure to add these SFDC remote sites for your org: domain.my.salesforce.com, domain.visualforce.com, and domain.lightning.force.com.
11. Add Setting to CPQ Configuration Setup for CME Winter '23 and Later Releases
    You must add the custom setting SaveProductAttribMetadataCache to the CPQ configuration and set the value to true.
12. Run the Interface Implementation Maintenance Job for CME Winter '23 and Later Releases
    You must run the Interface Implementation Maintenance job and verify that the Active Implementation Class is TelcoUpdateFrameContract.
13. Assign Vlocity Layouts to the System Administrator Profile for CME Winter '23 and Later Releases
    Assign the Sample Contract With Action Bar (Vlocity Telecommunication Service) Layout to your system administrator profile.
14. Optional: Group Sales Terms in Attribute Category for CME Winter '23 and Later Releases
    You can group all your Sales Terms under one attribute category. This procedure is recommended if you want to keep all your sales contract terms under one attribute category for reporting purposes.
15. Create the Default Contract Type for CME Winter '23 and Later Releases
    Use the following statement in the developer console to create a default contract type.
16. Verify the Correct Settings in the Default Contract Type for CME Winter '23 and Later Releases
    You probably have these settings already available, but verify that the default contract type have the correct settings using this procedure.
17. Add Visualforce Page to Contract Type for CME Winter '23 and Later Releases
    Add a Contract Terms section to the Default contract type by editing the layout.
18. Install Vlocity CLM Contract Cards for CME Winter '23 and Later Releases
    Import and activate the cards you use for Vlocity CLM.
19. Import Vlocity Actions for Vlocity CLM for CME Winter '23 and Later Releases
    Import and activate the Vlocity actions you use for Vlocity CLM.
20. Import Vlocity Actions for Contract Discounts for Frame Agreements for CME Winter '23 and Later Releases
    Import and activate the Vlocity actions you use for frame agreements using DP_CUSTOM_Frame_Contracts file..
21. Add Contract Status Picklist Values for CME Winter '23 and Later Releases
    You probably have these picklist values already added, but verify the contract status picklist values using this procedure.
22. Verify Global Auto Number Settings Values for CME Winter '23 and Later Releases
    You probably have this custom setting already set up, but verify the global auto number setting values using this procedure.
23. Map Fields for General Terms for CME Winter '23 and Later Releases
    Use the field mapper to set up fields for general terms.
24. Optional: Set Up the Contract State Model for CME Winter '23 and Later Releases
    If you want to use the contract state model, you must enable the state model trigger and import the contract state model static resources.
25. Optional: Set the Contract Line Item Trigger for CME Winter '23 and Later Releases
    If the contract line item trigger is off, contract line items can have different start date and end date values than the contract. If the contract line item trigger is on, contract line items automatically have the same Start Date and End date as the contract.
26. Optional: Set Up DocuSign Functionality for CME Winter '23 and Later Releases
    To use DocuSign functionality for documents generated from the contracts object, you must complete these steps to set up DocuSign functionality.
27. Optional: Set Up Partner Communities for CME Winter '23 and Later Releases
    You can set up your partner community user to access the same CLM functionality as your internal end users.
28. Optional: Set Up Guest Users for CME Winter '23 and Later Releases
    For guest users to use an Omniscript that generates documents for opportunities, quotes, orders, or contracts, you must complete additional setup tasks and configuration of the Omniscript.
29. Assign Permission Set License to User for CME Winter '23 and Later Releases
    Here's a list of CLM and DocGen permission set licenses that are available for you to assign to your users.
30. Assign the Permission Set Associated with the Permission Set License to User for CME Winter '23 and Later Releases
    Once you have assigned a permission set license to a user, you have to assign the associated permission set to the user.
31. Additional Set Up for Object Access and Permissions for Permission Sets for CME Winter '23 and Later Releases
    In the previous tasks you have assigned a permission set license and associated permission sets to your user. You must perform the additional tasks to gain object access and other permissions for the user.
32. Optional: Create CLM and DocGen Sample Permission Sets for CME Winter '23 and Later Releases
    You can also optionally deploy and install sample permission sets. The sample permission sets provide object, class, and page access. You can use these samples with either Managed Package Licenses or Permission Set Licenses.
33. Optional: Add Sample Permission Set Group to a User Profile for CME Winter '23 and Later Releases
    In the previous step, you created the sample permission set groups and sample permission sets in your org. Now you can assign the CLM and DocGen sample permission sets groups or permission sets to your user.
34. Optional: Assign the Sample Permission Set to User for CME Winter '23 and Later Releases
    Instead of assigning a permission set group to your user, you can also add an individual CLM or DocGen sample permission set to your user.
35. Optional: Additional Set Up for Sample Permission Sets for CME Winter '23 and Later Releases
    In the earlier tasks you have assigned sample permission set groups and permission sets to your user. You must perform the additional tasks to gain object access and other permissions for the user.
36. Optional: Append Space Between Paragraphs in the Generated Document
    In Vlocity Web Templates, you can now append space between paragraphs in the generated DOCX and PDF documents.