--- schema_version: "1" id: 3a0059a6714b6701ffd69ad053d35de5f45db2b26be817a190415fffca521ad8 title: Post-Install Steps for ​CME Summer '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_summer_23.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_post_install_cme_summer_23.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: cfa025b9a7ea7a990185d982508d9b0f61029bce84641764e2a22bfe5f35ea08 description: If you are new to CME and have recently installed the Summer '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 Summer '23 If you are new to CME and have recently installed the Summer '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. 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. 3. 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). 4. Run the [Attribute Override Batch Job](https://help.salesforce.com/s/articleView?id=ind.comms_attribute_override_batch_job.htm&language=en_US). 5. 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**. 6. 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."). 7. 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."). 8. 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) 9. 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."). 10. 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) . 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).