Salesforce Docs Portal

Installing the Base CPQ Templates

After you install or upgrade ​Salesforce Industries Communications, Media, and Energy, you must install the Base Cards and the CPQ Base Templates.

  1. Go to the Vlocity Cards tab. To get to the Vlocity Cards tab, click App Launcher or All Tabs, and then click Vlocity Cards.
  2. From the Import menu, choose

    • Install BaseVlocityCards

    • Install CPQBaseTemplates.

  3. Ensure that all items are selected and then click Next.
  4. Review the items to import and then click Next.
    Note
    Note

    You can ignore all errors.

  5. Click Activate Now.
  6. Click Start Activation.
  7. Click Done.