Running EPC Jobs

The Vlocity EPC jobs set up the Vlocity Product Console object classes, default layouts, pricing variables, pricing plans, and bindings.

Run the Vlocity EPC jobs when upgrading from one version of Salesforce Industries Communications, Media, and Energy to another.

The Vlocity EPC jobs are available from the Vlocity CMT Administration tab.

To go to Vlocity CMT Administration EPC jobs:

  1. Click the All Tabs button All Tabs button in Salesforce Classic., or click the App Launcher App Launcher button in Lightning Experience. and then click the Vlocity CME Admin app.
  2. Click Vlocity CMT Administration.
  3. Under Admin Console, click EPC Jobs.
  4. Next to the EPC job that you want to run, click Start.
    Note
    Note

    The Create Object Classes and Create Default Layouts batch jobs have been deprecated. Do not run them.

  • CME EPC Jobs Fresh Install vs. Upgrade
    The EPC jobs set up the shared catalog Product Console object classes, default layouts, pricing variables, pricing plans, and bindings. The EPC jobs are available using the Vlocity CMT Administration tab.
  • Create Default Contextual Adjustment Data
    This job creates default contextual adjustment data, and should only be run if the user wants to control manual adjustments using virtual context rules. Virtual context rules mean there is no physical representation of adjustment data. It is virtual.
  • Create Default Contextual Adjustment Data — Steps
    This job creates default contextual adjustment data, and should only be run if the user wants to control manual adjustments using virtual context rules. Virtual context rules mean there is no physical representation of adjustment data. It is virtual.
  • Create Default Pricing Variables and Bindings
    This job creates default pricing variables and bindings in a fresh installation or an upgraded org.
  • Delete Default Objects and Layouts
    This job deletes the layouts that the Install Default Vlocity Objects and Layouts job creates.
  • Create Default Time Policy
    This job will create a default time policy with start policy as purchase date and end policy as end of plan duration.
  • Generate Global Keys
    This job creates any missing global keys and assigns them to the correct records.
  • Install DataPack for Product Report
    This section applies to customers who are using OmniStudio for Vlocity from the CME package or OmniStudio Standard with Managed package runtime turned on and Omnistudio Metadata API turned off.
  • Install Default Pricing Plan Data
    This job installs the Vlocity default Pricing Plan DataPack.
  • Install Default Vlocity Objects and Layouts
    This job installs or restores the default Vlocity objects and layout for object classes, including:
  • Attribute Override Batch Job
    This job populates OverrideContext field values when you override the AttributeAssignment Salesforce object. This job also helps the IDX migration tool identify matching records from a source org to a destination org when you migrate datapacks.
  • Generate Compile Matrix Data
    Generate Compile Matrix Data job is an asynchronous batch job that populates compiled matrix data for the core attribute-based pricing setup.
  • Generate Compile Data
    ​The Generate EPC Compile Data job caches the product information, such as product structure, cardinality, rules, attributes, and pricing. Compiled Data is a snapshot of the cacheable definitions as of when the job was invoked.