Post-Install Steps for ​CME Winter '23

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

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.

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 OmniStudio-enabled orgs, enable legacy OmniScripts and Cards:

   • 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 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.

5. In the Vlocity CMT Administration tab under Maintenance Jobs, run the following job:
   

   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.

   • Interface Implementation Maintenance (Restore) -- This job creates or restores the default set of Vlocity Communications interfaces and implementations.

6. In the Vlocity CMT Administration tab under EPC Jobs, run the following jobs in the sequence below:

   • Install Default Vlocity Objects and Layouts: 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.

   • Install Default Pricing Plan Data -- 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.

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.
10. To set up the Vlocity Pricing Designer, see Configure Pricing Designer.
11. To deploy Industries CPQ in LWC.

    • For an org with OmniStudio Disabled: See Deploy Industries CPQ in LWC with Managed Package Omnistudio

    • For an org with OmniStudio Enabled: See Deploy Industries CPQ in LWC with Standard Omnistudio

12. To set up bulk replacement for Change of Plans, see Configure Bulk Processing.
13. For Vlocity Contract Life Cycle Management (CLM), see Post-Installation Steps for CLM for Communications, Media, and Energy.
14. For Order Management, see Post Install Steps for Industries Order Management Winter '23.