Loading
Feature degradation | Gmail Email delivery failureRead More
Table of Contents
Filter by (0)Add
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
            Search all of Salesforce Help
            Installing and Activating Vlocity Templates and Cards (Managed Package)

            You are here:

            1. Salesforce Help
            2. Docs
            3. Omnistudio for Managed Packages

            Installing and Activating Vlocity Templates and Cards (Managed Package)

            For the managed package runtime, after you install the latest Vlocity package, you must install and activate the base templates and cards.

            Managed Package app icon This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.

            The base templates, layouts, and cards are the base components used by the Vlocity Lightning Console. They serve as examples for custom components you might want to create.

            1. Go to the Vlocity Templates tab and select Install BaseUITemplates from the picklist on the upper-right.
              image

              1. Ensure that all items are selected and click Next.

              2. Click Next again and click Done.

              3. Click Activate Now.

                If a template with the same name is already activated, a warning is displayed that the existing template will be overwritten. You can clone or create a new version of the existing template or deselect the new template that has a warning. See Cards Framework Versioning.

              4. Click Next and Done.

            2. Go to the Vlocity Cards tab and select Install BaseVlocityCards from the picklist on the upper-right.
              image

              1. Ensure that all items are selected and click Next.

              2. Click Next again and click Done.

              3. Click Activate Now.

                If a component with the same name is already activated, a warning is displayed that the existing object will be overwritten. You can clone or create a new version of the existing object or deselect the new object that has a warning. See Cards Framework Versioning.

                Note
                Note

                If you use Vlocity Insurance or Vlocity Health, select the following:

                • ins-product-rules-container (Author: Vlocity, Version: 2)

                • ins-product-rules-eligibility (Author: Vlocity, Version: 2)

                • ins-product-rules-requirements (Author: Vlocity, Version: 2)

              4. Click Next and Done.

             
            Loading
            Salesforce Help | Article