Perform the steps in this section to complete upgrade tasks for Industries Communications, Media, and Energy after you have installed the managed package.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Edition |
| User Permissions Needed | |
|---|---|
| To upgrade the CME Applications package: | All CPQ Admin permissions |
- Run the Attribute Override Batch Job.
-
Run diagnostics to check if your configuration settings are correct:
-
From the Vlocity CMT Administration page, click Check Configurations Settings.
-
Click Check.
-
Review the results and make any necessary adjustments. If any items are highlighted in red, follow the on-screen instructions to troubleshoot.
To return to the Vlocity CMT Administration page, click Back to dashboard.
For more information, see CPQ Configuration Settings Reference.
-
- To upgrade the Vlocity Product Designer, see Upgrade Vlocity Product Designer.
- To upgrade the Vlocity Pricing Designer, see Upgrade Vlocity Pricing Designer.
-
To deploy Industries CPQ in LWC.
-
For an org with OmniStudio Disabled: See Deploy Industries CPQ in LWC with OmniStudio Disabled
-
For an org with OmniStudio Enabled: See Deploy Industries CPQ in LWC with OmniStudio Enabled
-
- To set up bulk operations such as bulk replacement for Change of Plans or bulk updates, see Configure Bulk Processing.
- If you use Vlocity Contract Life Cycle Management (CLM), see Post-Upgrade Steps for CLM for Communications, Media, and Energy.
- If you use Industries Order Management (OM), see Post Upgrade Steps for Order Management Winter '24.
- If you use Industries Digital Commerce, see Post Upgrade Steps for Digital Commerce.