--- schema_version: "1" id: 9db1f3229b90ad44cd46c2b2b11b375670b6670a71b35a2091e3ba616b2ef56b title: Post-Upgrade Steps collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_t_post_upgrade_steps_128997.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_t_post_upgrade_steps_128997.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 50204f9ceef3fb4d0e8ad17b8d23a40d7104ff8c750cda855c8f2655bfed9e3a description: "Perform the steps in this section to complete upgrade tasks for Salesforce Industries CME or CLM after you have installed the managed package:" products: - Communications - Media - Energy and Utilities release: "264" --- # Post-Upgrade Steps Perform the steps in this section to complete upgrade tasks for Salesforce Industries CME or CLM after you have installed the managed package: 1. Configure the default cache partition: - 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 VlocityAPIResponse, VlocityMetadata, and OrchestrationItems. 2. Use App Launcher to find Vlocity CMT Administration and perform the following jobs under the respective Admin Console. - Run the following Upgrade jobs: - [Populate Product Selling Period](https://help.salesforce.com/s/articleView?id=ind.comms_upgrade_epc_schema.htm&language=en_US): Populates Selling Periods datetimes from old Effective dates for each product. - [Populate Requested Start Date](https://help.salesforce.com/s/articleView?id=ind.comms_populate_requested_start_date.htm&language=en_US) Populates Requested Start datetimes from old Request dates for each order. - [Populate Product Hierarchy Global Key Path](https://help.salesforce.com/s/articleView?id=ind.comms_populate_product_hierarchy_global_key_path.htm&language=en_US): Populates the product hierarchy global key path from the product hierarchy path for Promotion Item and Override Definition objects. - [Update Encrypted Field on Attribute Object](https://help.salesforce.com/s/articleView?id=ind.comms_upgrade_encrypted_field_on_attribute_object.htm&language=en_US): Updates the Encrypted field on Attribute records based on attribute assignment data. - [Populate Missing Action Field in XLIs](https://help.salesforce.com/s/articleView?id=ind.comms_populate_missing_action_fields_in_xlis.htm&language=en_US): Queries all XLIs (OrderItem, QuoteLineItem, OpportunityLineItem records) that do not have Action\_c field populated, uses the ProvisioningStatus\_\_c field value to derive value for the Action\_\_c field and updates Action\_\_c. - [Create Relationship Records](https://help.salesforce.com/s/articleView?id=ind.comms_create_relationship_records.htm&language=en_US): Allows existing customers to update an existing order and it creates the required relationship records for Movement. - [Upgrade EPC Schema](https://help.salesforce.com/s/articleView?id=ind.comms_upgrade_epc_schema.htm&language=en_US): Upgrades the existing product data to populate new fields that support the product Versioning feature for tracking versions of products, picklists, and object types. Under **Populate New fields**, select Product2 for the **Object to Upgrade** field. After running this job for **Product2**, run it again for **Object Type** and **Picklist**. You can use the default setting for this job, which is 200, or you can enter any value between 1 and 2000. - [Multi-Service Upgrade](https://help.salesforce.com/s/articleView?id=ind.comms_multi_service_upgrade.htm&language=en_US): Moves attachment records for group info into Quote Members records. This job also reparents QuoteGroup records from Group Cart to Master Quote. - [EPC Project Item Upgrade](https://help.salesforce.com/s/articleView?id=ind.comms_epc_project_item_upgrade_job.htm&language=en_US): Populates the Root Item Id and Global Key fields of Work Set Item records if they are blank. - Run the following Maintenance jobs: - [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. - [Field Maps Maintenance](https://help.salesforce.com/s/articleView?id=ind.comms_field_maps_maintenance.htm&language=en_US): Creates or restores default Field Mapper settings that the CPQ flow uses to map fields between objects. This job is critical for obtaining the latest field mappings for new fields. ![Important](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_important.png) Important This job deletes any custom maps, so record any custom field mappings you need to restore after this job has run. - [Object Map Maintenance](https://help.salesforce.com/s/articleView?id=ind.comms_object_maps_maintenance.htm&language=en_US): Deletes existing object mappings and creates default Object Mapper settings for Opportunity, Quote, Order, Asset, and related objects. - [Product Hierarchy Maintenance](https://help.salesforce.com/s/articleView?id=ind.comms_product_hierarchy_maintenance.htm&language=en_US): Builds the product hierarchies in the Data Store sObject, enabling the Refresh Platform Cache job to use the hierarchy data. Ignore the **Delete Data** checkbox. - [Clear Managed Platform Cache](https://help.salesforce.com/s/articleView?id=ind.comms_clear_managed_platform_cache.htm&language=en_US): Clears the org cache in the CPQPartition platform cache. The job does not affect other cache partitions. - [Refresh Platform Cache](https://help.salesforce.com/s/articleView?id=ind.comms_refresh_platform_cache.htm&language=en_US): Copies product hierarchy data to the platform cache and rebuilds the product attribute cache. - Run the following EPC jobs: - [Generate Global Keys](https://help.salesforce.com/s/articleView?id=ind.comms_generate_global_keys.htm&language=en_US): This job creates any missing global keys and assigns them to the correct records. - [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): This job creates default pricing variables and bindings in a fresh installation or an upgraded org. Do not run this job In a live production environment when orders are being taken. - [Install Default Pricing Plan Data](https://help.salesforce.com/s/articleView?id=ind.comms_install_default_pricing_plan_data.htm&language=en_US): Installs the Vlocity default Pricing Plan DataPack. - [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 end-of-plan duration. - Run the following Cacheable API jobs: - [Delete Pseudo Records](https://help.salesforce.com/s/articleView?id=ind.comms_delete_pseudo_records_cmt_4644.htm&language=en_US): This job deletes the pseudo records created by Digital Commerce APIs. There is no need to edit the fields. ![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 There is no need to edit the fields. Click OK. - [Load API Metadata](https://help.salesforce.com/s/articleView?id=ind.comms_load_api_metadata.htm&language=en_US): This job processes existing data and populates the API cache as part of Digital Commerce [Cache Management](https://help.salesforce.com/s/articleView?id=ind.comms_t_cache_management_216516.htm&language=en_US). - [Populate API Cache](https://help.salesforce.com/s/articleView?id=ind.comms_populate_api_cache.htm&language=en_US): Processes existing data and populates the API cache. In the Filters section, click **All**. Select all the APIs in the table. Under Filters, select **All**. See also [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."). - 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. Verify that the StreamingAPI remote site setting has the correct URL. For more information, see [Remote Site Setting to Support Canceling Orders](https://help.salesforce.com/s/articleView?id=ind.comms_settings_to_support_canceling_orders.htm&language=en_US). 5. Remove the Billing link from the Account object. To perform this step, use Salesforce Classic. - From Setup, in the **Quick Find** box, enter Accounts. - In the left panel, under **Build**, click the arrow beside **Customize** to expand the list. - Click the arrow beside **Account** to expand the list. - Click Buttons, Links, and Actions. - Find and delete the **Billing** row. 6. Deactivate workflow rules: - From Setup, in the **Quick Find** box, enter Workflow Rules. - Click Workflow Rules. - Click Continue. - Deactivate Vlocity Workflow rules that start with Asset or ReferenceId: - AssetPricingAdjustmentRefIdForOLIPA - AssetPricingAdjustmentRefIdForQLIPA - AssetRefIdForOLI - AssetRefIdForQLI - ReferenceIdForOrderAppliedPromotionItem - ReferenceIdForOrderPriceAdjUpdate - ReferenceIdForOrderPromotionUpdate - ReferenceIdForQuoteAppliedPromotionItem - ReferenceIdForQuotePricingAdjUpdate - ReferenceIdForQuotePromotionUpdate 7. Ensure a default language is set: - In **Quick Find**, search for Picklist Value Sets. - Click **Picklist Value Sets**. - Click **Vlocity Locale Code**. - Ensure a base language is selected. If not, select your base language and set it to **Default**. If the value (base language) is inactive, then activate it. - Activate only the languages to which the data will be translated. 8. 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). 9. Create a custom notification record for CMEbatchJob API: - From Setup, in the **Quick Find** box, enter Notification Builder.. - Under **Notification Builder**, Click **Custom Notifications**. - Click **New**. - In the Custom Notification Name field, enter CMEbatchJob. - In the API Name field, enter CMEbatchJob. - For Supported Channels, select **Desktop** and **Mobile**. - Click **Save**. 10. Create a custom notification record for BulkNotifications API: - From Setup, in the **Quick Find** box, enter Notification Builder.. - Under **Notification Builder**, Click **Custom Notifications**. - Click **New**. - In the Custom Notification Name field, enter BulkNotifications. - In the API Name field, enter BulkNotifications. - For Supported Channels, select **Desktop** and **Mobile**. - Click **Save**. 11. 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**. 12. To upgrade the Vlocity Product Designer, see [Upgrade Vlocity Product DesignerPost-Upgrade Steps for Vlocity Product Designer](https://help.salesforce.com/s/articleView?id=ind.comms_t_post_upgrade_steps_for_vlocity_productdesigner_138827.htm&release=264.0.0&type=5 "This topic contains configuration steps for upgrading the Product Designer to the latest. Product Designer is the next generation Product Catalog administration application. It 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."). 13. If you use Contract Life Cycle Management (CLM), see [Post-Upgrade CLM CME Winter '22](https://help.salesforce.com/s/articleView?id=ind.comms_post_upgrade_for_vclm_for_cme_winter_22.htm&release=264.0.0&type=5 "To complete the upgrade for CLM for ​Salesforce Industries Communications, Media, and Energy for Winter '22, complete these procedures."). 14. If you use Vlocity Order Management (OM), see [Post-Upgrade Steps for Order Management Winter '22Post Upgrade Steps for Order Management Winter '22](https://help.salesforce.com/s/articleView?id=ind.comms_t_post_upgrade_steps_for_order_management_winter22_139764.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.").