---
schema_version: "1"
id: db91a4bdd48187e6a7431965ea2e25eaf55c867335f029b836eb46ffa6f7f0b5
title: Post-Install Steps for ​CME Spring '23
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_post_install_cme_spring_23.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_post_install_cme_spring_23.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 11c11d14786450c60677dbf77690a0b849b9cb81d3dac4d5d29f7bde0c18ac91
description: If you are new to CME and have recently installed the Spring '23 release, follow these necessary manual configuration steps to set up and customize CME.
products:
  - Communications
  - Media
  - Energy and Utilities
release: "264"
---
# Post-Install Steps for ​CME Spring '23

If you are new to CME and have recently installed the Spring '23 release, follow these necessary manual configuration steps to set up and customize CME.

After you have installed the applications package, you must perform the following steps.

1. Configure the default cache partitions for CPQ and OmniStudio:
    
    - From Setup, in the **Quick Find** box, enter Platform Cache.
    - Click **Platform Cache**.
    - Beside CPQPartition, click **Edit**.
    - In the **Org Cache Allocation** section, set the **Organization** cache to 2.
    - Click Save.
    - Repeat steps c to e for the OmniStudio partitions: VlocityAPIResponse, VlocityMetadata, and OrchestrationItems.
    
    For details, see [Configuring CPQ Platform Cache](https://help.salesforce.com/s/articleView?id=ind.comms_configuring_cpq_platform_cache.htm&language=en_US).
2. Configure custom settings:
    
    - From Setup, in the **Quick Find** box, enter Custom Settings.
    - Click **Custom Settings**.
    - Next to **Trigger Setup**, click **Manage**. The Trigger Setup page appears.
    - Verify that the **EPCProductTrigger** setting is enabled. If the **EPCProductTrigger** setting is not defined, add it and enable it.
    - Click **Save**.
3. For orgs that use OmniStudio standard objects, enable legacy OmniScripts and Cards. For information on OmniStudio standard objects and identifying which version of OmniStudio your org uses, see [Differences Between Omnistudio and Omnistudio for Managed Packages](https://help.salesforce.com/s/articleView?id=xcloud.os_differences_between_omnistudio_and_omnistudio_for_vlocity.htm&language=en_US).
    
    - From Setup, in the **Quick Find** box, enter Omni Interaction Configuration.
    - Click **Omni Interaction Configuration**.
    - Click **New Omni Interaction Configuration**.
    - In the Label field, enter EnableLegacyOmniScriptDesignerForLWC.
    - In the Value field, enter true.
    - Click **Save**.
    - Repeat steps c to f to create another Omni Interaction Configuration called ShowLegacyOmniStudioUi with a value of true.
4. Install cards and templates:
    
    - From the App Launcher, click Vlocity Cards, then click the **Additional Actions** arrow in the top-right and install and activate all cards shown.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/images/icon_note.png)
        
        Note In the App Launcher, if you see more than one entry for Vlocity Cards, click an entry and ensure that the OmniStudio Layouts & Cards page is displayed. If the page isn't displayed, click the other Vlocity Cards entry from the App Launcher.
    - From the App Launcher, click Vlocity Templates, then click the **Additional Actions** arrow in the top-right and install and activate all templates shown.
    
    For more information, see [Installing Cards, Templates, and OmniScripts](https://help.salesforce.com/s/articleView?id=ind.comms_installing_cards__templates__and_omniscripts.htm&language=en_US).
5. In the Vlocity CMT Administration tab under Maintenance Jobs, run the following job:
    
    ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/images/icon_tip.png)
    
    Tip
    
    If you don’t see this tab, click the **All Tabs** button in Salesforce Classic or the App Launcher > in Lightning Experience and then select **Vlocity CMT Administration**.
    
    - [Account Hierarchy Maintenance](https://help.salesforce.com/s/articleView?id=ind.comms_account_hierarchy_maintenance.htm&language=en_US) -- This job builds a streamlined version of the account hierarchies in the Data Store sObjects, enabling the Refresh Platform Cache job to use the hierarchy data.
    - [Interface Implementation Maintenance (Restore)](https://help.salesforce.com/s/articleView?id=ind.comms_interface_implementation_maintenance__restore_.htm&language=en_US) -- This job creates or restores the default set of Vlocity Communications interfaces and implementations.
    - [Field Maps Maintenance](https://help.salesforce.com/s/articleView?id=ind.comms_field_maps_maintenance.htm&language=en_US) -- This job restores default Field Mapper settings that the CPQ flow uses to map fields between objects.
    - [Object Maps Maintenance](https://help.salesforce.com/s/articleView?id=ind.comms_object_maps_maintenance.htm&language=en_US) -- This job deletes existing object mappings and creates default Object Mapper settings for Opportunity, Quote, Order, Asset, and related objects.
6. In the Vlocity CMT Administration tab under EPC Jobs, run the following jobs in the sequence below:
    
    - [Install Default Vlocity Objects and Layouts](https://help.salesforce.com/s/articleView?id=ind.comms_install_default_vlocity_objects_and_layouts.htm&language=en_US): Installs or restores the default Vlocity objects and layout for object classes. Click Next twice, wait for the import to finish, click Done, and close the DataPacks tab.
    - [Create Default Pricing Variables and Bindings](https://help.salesforce.com/s/articleView?id=ind.comms_create_default_pricing_variables_and_bindings.htm&language=en_US): Creates default pricing variables and bindings in a fresh installation or an upgraded org.
    - [Install Default Pricing Plan Data](https://help.salesforce.com/s/articleView?id=ind.comms_install_default_pricing_plan_data.htm&language=en_US): Installs or restores the default Vlocity objects and layout for object classes, including Object class, Object layout, UI facet, and UI section.
        
        For more information about pricing plans, see [Enabling the Pricing Plan Service](https://help.salesforce.com/s/articleView?id=ind.v_dev_t_enabling_the_pricing_plan_service_662924.htm&type=5&language=en_US).
    - [Create Default Time Policy](https://help.salesforce.com/s/articleView?id=ind.comms_create_default_time_policy.htm&language=en_US): Creates a default time policy with start policy as purchase date and end policy as the end of plan duration.
7. Add a CMT.BypassTriggerClassCheck custom trigger:
    
    - From Setup, in the **Quick Find** box, enter Custom Settings.
    - Click **Custom Settings**. The Custom Settings page appears.
    - Navigate to Trigger Setup.
    - Next to Trigger Setup, click **Manage**. The Custom Setting page for the Trigger Setup appears.
    - Click **New**. The **Trigger Setup Edit** page appears.
    - In the Name field, enter **CMT.BypassTriggerClassCheck**.
    - Select **TriggerOn**.
    - Click **Save**.
8. Run diagnostics to check if your configuration settings are correct:
    
    - From the App Launcher, click **Vlocity CMT Administration**.
    - Under **Diagnostics**, select **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 modify settings, return to the dashboard, and, under **Custom Settings**, click **CPQ Configuration Setup**.
9. To set up the Vlocity Product Designer, see [Configure Vlocity Product Designer](https://help.salesforce.com/s/articleView?id=ind.comms_configure_product_designer_for_cme_install_.htm&release=264.0.0&type=5 "To use the Product Designer, complete the required configuration steps. The Product Designer provides a unified user experience with improved efficiency and agility to launch products quickly to market, giving both business and IT users access to all the product management capabilities they need.").
10. To set up the Vlocity Pricing Designer, see [Configure Pricing Designer](https://help.salesforce.com/s/articleView?id=ind.comms_configure_vlocity_pricing_designer__install_.htm&release=264.0.0&type=5 "To use the Pricing Designer, assign a page layout, rename the Promotion tab, and verify the pricing tabs are visible. The Pricing Designer provides a unified user experience with improved efficiency and agility to create and maintain product pricing, promotions, and associated rules, giving both business and IT users access to the pricing management capabilities they need.").
11. To deploy Industries CPQ in LWC.
    
    - For an org with OmniStudio Disabled: See [Deploy Industries CPQ in LWC with OmniStudio Disabled](https://help.salesforce.com/s/articleView?id=ind.comms_deploy_industries_cpq_in_lwc_with_omnistudio_disabled.htm&language=en_US)
    - For an org with OmniStudio Enabled: See [Deploy Industries CPQ in LWC with OmniStudio Enabled](https://help.salesforce.com/s/articleView?id=ind.comms_deploy_industries_cpq_in_lwc_with_omnistudio_enabled.htm&language=en_US)
12. To set up bulk operations such as bulk replacement for Change of Plans or bulk updates, see [Configure Bulk Processing](https://help.salesforce.com/s/articleView?id=ind.comms_configure_bulk_processing_for_change_of_plans.htm&release=264.0.0&type=5 "To replace offers in bulk, you must add a custom metadata type for ListToObjects. Otherwise, sales agents see \"Bulk Replace\" errors when they use the change of plans feature to replace offers in bulk.").
13. For Vlocity Contract Life Cycle Management (CLM), see [Post-Installation Steps for CLM for Communications, Media, and Energy](https://help.salesforce.com/s/articleView?id=ind.v_contracts_post_installation_steps_for_vlocity_clm_for_communicationsmediaandenergy_351720.htm&language=en_US) .
14. For Industries Order Management, see [Post Install Steps for Industries Order Management Spring '23](https://help.salesforce.com/s/articleView?id=ind.post_install_steps_for_industries_order_management_spring_23.htm&release=264.0.0&type=5 "This topic is for customers who have never before installed Salesforce Industries Communications, Media, and Energy Order Management.").

Once the post-install steps are completed, you can begin setting up the ​ Salesforce Industries Communications, Media, and Energy application by defining products, pricing, and rules in the shared catalog. For more information, see [Communications, Media, and Energy Admin Guide](https://help.salesforce.com/s/articleView?id=ind.comms_cpq_and_epc.htm&language=en_US).