---
schema_version: "1"
id: 0d6d7a53563af712c4e7d18f4fc930bce271449f1ffe25cc96ab83a3f6503d67
title: Use the Vlocity Installation Assistant
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_use_the_vlocity_installation_assistant.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_use_the_vlocity_installation_assistant.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 24f939da19a651c268a0416b43ccf2050212c07540db24890cfb80eb7094740c
description: Perform the steps in this section to complete installation or upgrade tasks for CME or CLM after you have installed the managed package.
products:
  - Communications
  - Media
  - Energy and Utilities
release: "264"
---
# Use the Vlocity Installation Assistant

Perform the steps in this section to complete installation or upgrade tasks for CME or CLM after you have installed the managed package.

1. Log in to Salesforce.
2. Search for Vlocity Installation Assistant using the App Launcher.
3. Click the Vlocity Installation Assistant.
4. Click the Assistant tab.
5. Click Reload Steps.
6. Expand the **Filters** list if it is not expanded.
7. Click the + button to view additional filters.
8. Select the following filters. This is optional.
    
    ![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
    
    If you don't select any filters, you will see all the installation and upgrade steps for all products and versions. When you select the Show All Steps filter, all the status filters are greyed out.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col>
              <col>
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d102887e93">
                  <p style="margin-bottom:0;">Filters</p>
                </th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d102887e99">
                  <p style="margin-bottom:0;">Filters to Select</p>
                </th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="Filters" class="slds-cell-wrap" style="vertical-align:top;" headers="d102887e93 ">
                  <p style="margin-bottom:0;">Frequency</p>
                </td>

                <td data-label="Filters to Select" class="slds-cell-wrap" style="vertical-align:bottom;" headers="d102887e99 ">
                  <ul>
                    <li>
                      <p>Click <strong class="uicontrol">First
                          Install</strong> if you are installing for the first
                        time.</p>
                    </li>

                    <li>
                      <p>Click <strong class="uicontrol">Upgrade</strong> if
                        you are upgrading from a previous version of CLM or CME.</p>
                    </li>

                    <li>
                      <p>You can use the Vlocity Installation
                        Assistant to:</p>
                      <ul>
                        <li>
                          <p>Upgrade any older release of
                            ​Salesforce Industries Communications, Media, and
                            Energy directly to ​Salesforce Industries
                            Communications, Media, and Energy Fall '19.</p>
                        </li>

                        <li>
                          <p>Upgrade ​Salesforce Industries
                            Communications, Media, and Energy Fall '19 to
                            ​Salesforce Industries Communications, Media, and
                            Energy Winter '20.</p>
                        </li>

                        <li>
                          <p>Upgrade any older release of
                            ​Salesforce Industries Communications, Media, and
                            Energy since Winter '18 directly to the latest
                            release.</p>
                        </li>

                      </ul>

                    </li>

                    <li>
                      <p>Click <strong class="uicontrol">Always</strong> to
                        do these steps for every install or upgrade. <strong class="uicontrol">Always</strong>
                        shows the required steps for CLM. You must click this filter
                        to see the upgrade step "SFDC Remote Site Setting" for
                        CLM.</p>
                    </li>

                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Filters" class="slds-cell-wrap" style="vertical-align:top;" headers="d102887e93 ">
                  <p style="margin-bottom:0;">Priority</p>
                </td>

                <td data-label="Filters to Select" class="slds-cell-wrap" style="vertical-align:bottom;" headers="d102887e99 ">
                  <p style="margin-bottom:0;">Optionally, click <strong class="uicontrol">Critical</strong> to see a
                    list of all the required installation steps for CME.</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Filters" class="slds-cell-wrap" style="vertical-align:top;" headers="d102887e93 ">
                  <p style="margin-bottom:0;">Feature</p>
                </td>

                <td data-label="Filters to Select" class="slds-cell-wrap" style="vertical-align:bottom;" headers="d102887e99 ">
                  <ul>
                    <li>
                      <p>For CME, click <strong class="uicontrol">CME</strong> or one
                        of the release names to view a list of all the installation
                        steps for CME.</p>
                    </li>

                    <li>
                      <p>For CLM, click <strong class="uicontrol">CLM</strong> and
                        <strong class="uicontrol">[Optional]
                          CLM</strong> to view a list of all the installation
                        steps for CLM.
                      </p>
                    </li>

                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Filters" class="slds-cell-wrap" style="vertical-align:top;" headers="d102887e93 ">
                  <p style="margin-bottom:0;">Type</p>
                </td>

                <td data-label="Filters to Select" class="slds-cell-wrap" style="vertical-align:bottom;" headers="d102887e99 ">
                  <p>To view a specific type of installation, select
                    one of the following options:</p>
                  <ul>
                    <li>
                      <p>
                        <strong class="uicontrol">Manual</strong>: Select Manual to see only the steps
                        you must complete manually.
                      </p>
                    </li>

                    <li>
                      <p>
                        <strong class="uicontrol">Auto</strong>: Select Auto to see only the steps that
                        can be done automatically by the Installation Assistant.
                      </p>
                    </li>

                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Filters" class="slds-cell-wrap" style="vertical-align:top;" headers="d102887e93 ">
                  <p style="margin-bottom:0;">Status</p>
                </td>

                <td data-label="Filters to Select" class="slds-cell-wrap" style="vertical-align:bottom;" headers="d102887e99 ">
                  <p>Select one or more of the following status
                    filters:</p>
                  <ul>
                    <li>
                      <p>
                        <strong class="uicontrol">Not
                          Started</strong>: Select this filter to see a list of
                        installation or upgrade steps that you have not started.
                      </p>
                    </li>

                    <li>
                      <p>
                        <strong class="uicontrol">In
                          Progress</strong>: Select this filter to see a list of
                        installation or upgrade steps that are currently in
                        progress.
                      </p>
                    </li>

                    <li>
                      <p>
                        <strong class="uicontrol">Complete</strong>: Select this filter to see a list of
                        installation or upgrade steps that are complete.
                      </p>
                    </li>

                    <li>
                      <p>
                        <strong class="uicontrol">Failed</strong>: Select this filter to see a list of
                        installation or upgrade steps that have failed. A red cross
                        indicates that the installation step has failed. Review the
                        warning message or the log file to troubleshoot the
                        error.
                      </p>
                    </li>

                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Filters" class="slds-cell-wrap" style="vertical-align:top;" headers="d102887e93 ">
                  <p style="margin-bottom:0;">Show All Warnings</p>
                </td>

                <td data-label="Filters to Select" class="slds-cell-wrap" style="vertical-align:bottom;" headers="d102887e99 ">
                  <p style="margin-bottom:0;">Select this option to see a list of all warnings
                    during the installation or upgrade process.</p>
                </td>

              </tr>
            </tbody>
          </table>
9. Follow the instructions to complete each task in the Installation Assistant.
    
    You must perform the installation manually for steps that are marked with the Show Instruction buttons. Steps that are marked with the Complete button run automatically after you click the button. An automatic step completes automatically as long as you complete the prerequisite steps. If you have not completed the pre-requisite step, you cannot proceed with the next step.
10. Click Complete All for a group of steps to have Vlocity perform all the installation tasks for the group.
    
    Click Complete Step next to each individual step to do automatic steps one at a time.
    
    A group of steps appears for some installation or upgrade steps. If you want to view specific steps included in a group, click the plus button to expand the list.
11. Click Show Instructions next to the task for manual steps.
    
    - For CME, click Open Instructions and follow the instructions for the step.
    - For CLM, the instructions appear in a new dialog.
    - After you complete the manual steps, go back to the Vlocity Installation Assistant and click Mark Complete on the Instructions dialog.
        
        - A green checkmark indicates that the installation for that step is complete.
        - A dash indicates that the installation for that step is not started.
12. Optionally, click Notes at any time during the installation or upgrade process to keep track of any personal notes for each step.
    
    Notes is a free-form text editor where you can type your own notes for future reference. The default value is set to Not Started.Optionally, click Logs to view and troubleshoot errors during the installation or upgrade process.
13. Optionally, click Logs to view and troubleshoot errors during the installation or upgrade process.
    
    - Click View Details to view the system log information. This takes you to the Details page.
    - Go back to the Installation Assistant after you have viewed the log details.
    - Click Load More to view additional log details.
    
    The following jobs will display a message indicating that verification failed even though the jobs executed successfully. Ignore the message and proceed to the next step. If there are errors during the execution of these jobs, the execution complete message will not be displayed.
    
    - Interface Implementation Maintenance (Merge)
    - Field Maps Maintenance
    - Object Map Maintenance
    - Clear Managed Platform Cache