--- schema_version: "1" id: dbd4ab0fd89bf10177e03f2dc57c4ce0b7bec75ebc036e98606828ec50718dd9 title: Post-Upgrade Steps for Winter '23 collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_post_upgrade_steps_winter_23.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_post_upgrade_steps_winter_23.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: c493a5fc862be3c330ff1ea6a34f6a161fc2c9c220921897fed866743ef59d36 description: Perform the steps in this section to complete upgrade tasks for Industries Communications, Media, and Energy after you have installed the managed package. products: - Communications - Media - Energy and Utilities release: "264" --- # Post-Upgrade Steps for Winter '23 Perform the steps in this section to complete upgrade tasks for Industries Communications, Media, and Energy after you have installed the managed package. 1. Use App Launcher to find Vlocity CMT Administration and perform the following Maintenance job under the Admin Console: - [Interface Implementation Maintenance (Merge)](https://help.salesforce.com/s/articleView?id=ind.comms_interface_implementation_maintenance__merge_.htm&language=en_US): Merges existing interfaces and implementations with the default Vlocity interfaces and interface implementations. 2. Run diagnostics to check if your configuration settings are correct: - From the Vlocity CMT Administration page, click **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 return to the Vlocity CMT Administration page, click Back to dashboard. For more information, see [CPQ Configuration Settings Reference](https://help.salesforce.com/s/articleView?id=ind.comms_t_cpq_configuration_settings_reference_148927.htm&language=en_US) 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. - 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. Add `compiledJobInfo` for the `vlocity_cmt__CachedAPIResponse__c:vlocity_cmt__Type__c`. Also, ensure all picklist values have been added and activated. For a complete reference of picklist values, see [CME Picklist Values](https://help.salesforce.com/s/articleView?id=ind.comms_picklist_value_activation.htm&language=en_US). 5. To upgrade the Vlocity Product Designer, see [Upgrade Vlocity Product Designer](https://help.salesforce.com/s/articleView?id=ind.comms_configure_product_designer_for_cme_upgrade__2.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."). 6. To upgrade the Vlocity Pricing Designer, see [Upgrade Vlocity Pricing Designer](https://help.salesforce.com/s/articleView?id=ind.comms_configure_vlocity_pricing_designer__upgrade_.htm&release=264.0.0&type=5 "To use the Vlocity Pricing Designer, assign a page layout, rename the Promotion tab, and verify the pricing tabs are visible. The Vlocity 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."). 7. 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) 8. To set up bulk replacement for Change of Plans, 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."). 9. If you use Contract Life Cycle Management (CLM), see [Post-Upgrade Steps for CLM for Communications, Media, and Energy](https://help.salesforce.com/s/articleView?id=ind.v_contracts_post_upgrade_steps_for_vlocity_clm_for_communicationsmediaand_energy_360686.htm&type=5&language=en_US). 10. If you use Industries Order Management (OM), see [Post Upgrade Steps for Order Management Winter '23](https://help.salesforce.com/s/articleView?id=ind.order_mgmt_post_upgrade_steps_for_order_management_winter__23.htm&release=264.0.0&type=5 "Customers upgrading to Industries Order Management must follow some steps to get Order Management working as expected. Except when noted otherwise, these steps are valid for both OM Standard and OM Plus environments."). 11. If you use Industries Digital Commerce, see [Post-Upgrade Steps for Digital Commerce](https://help.salesforce.com/s/articleView?id=ind.comms_post_upgrade_steps_for_digital_commerce.htm&release=264.0.0&type=5 "To help prevent excess consumption of storage, clear all records from the CachedAPIResponse__c table after every major upgrade.").