Salesforce Docs Portal

Install Vlocity Templates for CME Winter '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.