---
schema_version: "1"
id: 4241159cc9e72d0b1199e59ec51d924011ea07625cd2dea9c0bcf06a1d2f7cf4
title: Perform Post Deployment Steps Large Account Sales Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/energy_lasm_post_deployment_steps_static_resources.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.energy_lasm_post_deployment_steps_static_resources.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fece7192c9880813c91eea8db2ef79c4868fd25ce6ac056018a9607502a06a91
description: After downloading and deploying the Large Account Sales Management static resources, complete these post-deployment steps.
products:
  - Energy and Utilities
release: "264"
---
# Perform Post Deployment Steps Large Account Sales Management

After downloading and deploying the Large Account Sales Management static resources, complete these post-deployment steps.

1. Import and activate CPQ templates and layouts.
    1. From the App Launcher, click **Vlocity Cards**.
    2. The the Layouts and Cards page, click the Additional Actions dropdown at the top right corner.
    3. Click **Install CpqBaseTemplates**.
    4. After CPQ Base Templates are installed, click **Install CPQOmniScript**.
    5. If you use multi-service or multi-site features, click, **Install MultiServiceCPQ**.
    6. To import the new templates, click **Import**.
    7. To activate the new templates, click **Activate**.
        
        If previous template versions are still active, a caution is displayed on the Activation window and the new versions are not selected. To solve this issue, select the checkbox for each template version displaying the warning, then click **Next**. The previous versions are deactivated and the new versions are activated.
2. Run the CMT Maintenance jobs. See [CMT Maintenance Jobs Fresh Install vs. Upgrade](https://help.salesforce.com/s/articleView?id=ind.comms_cmt_maintenance_jobs_fresh_install_vs__upgrade.htm&language=en_US).
3. Grant permission to the custom setting `CustomObjectMap`. See [Grant Permissions on Custom Settings](https://help.salesforce.com/s/articleView?id=platform.cs_grant_permission.htm&type=5&language=en_US).

## Reactivate Large Account Sales Management OmniScripts

Deactivate and then reactivate OmniScripts to ensure that they work with the Lightning Web Components.

1. In the App Launcher, go to All Items and click **OmniScripts**.
2. In the **Find in Page** box, search **vplEnergy/CreatePaymentPlan** OmniScript and then click the active version.
    
    The CreatePaymentPlan OmniScript is used in the Create Payment Plan button in the Overview tab of an account in Large Account Sales Management.
    
    1. Click **Deactivate Version**.
    2. When the OmniScript is deactivated, click **Activate Version**.
    3. An Activation confirmation message appears. Click **Done**.
3. In the Find in Page box, search CPQMultisiteConfigurator and then click the active version.
    1. Click Deactivate Version.
    2. Select the **NavigateQuote** step.
    3. In **Navigate Action Properties**, enter the following in **Web URL**: /lightning/r/%ContextId%/view![Web URL text in Navigate Action Properties](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-energy_utilities-264-0-0-production-enus/520849e5-9b41-4bae-b97b-d269cc2fce83/energy_utilities/images/g_cpqmulticonfig_weburl.png)
    4. Select the **NavigateOrder** step
    5. In **Navigate Action Properties**, enter the following text in **Web URL**: /lightning/r/%ContextId%/view
    6. To activate the Omniscript, click **Activate Version**.
    7. An Activation confirmation message appears. Click **Done**.

## Set Up FlexCard Designer

Use the FlexCard Designer to view and modify FlexCards.

The Flexcard Designer is needed only when you want to configure or customize something in the Flexcard.

1. In the App Launcher, go to All Items and click **OmniStudio FlexCards**.
2. Open the latest version of the `sfiEnergyB2bsalesConsoleOpportunityList` FlexCard, and click **Edit Page** from **Setup**.
3. In the Lightning App Builder, under the **Pages** drop-down, click **Open Pages** and select **Vlocity Card Designer**.
4. Click **Open**.
5. In the Flexi Page, click **Activation**. In the pop-up window select your preferences.

## Update Parameters for OmniStudio FlexCards

Update the parameters of OmniStudio FlexCards so that they are connected to the right users, accounts, or opportunities in Large Account Sales Management.

Update the parameters of FlexCards in your org to point to the right User, Account or Opportunity records. Ensure that each of the FlexCards listed in this table is associated to the correct records.

  
| FlexCard | Record | Additional Conditions |
| --- | --- | --- |
| sfiEnergyB2bsalesAgentTargets | User | User record must contain opportunities and leads. |
| sfiEnergyB2bsalesLeadsList | User | User record must contain opportunities and leads. |
| sfiEnergyB2bsalesOpportunitySummaryList | User | User record must contain opportunities and leads. |
| sfiEnergyB2bsalesConsoleOpportunityList | Account | Account record must contain opportunities and quotes. |
| sfiEnergyB2bsalesConsoleQuoteList | Account | Account record must contain opportunities and quotes. |
| sfiEnergyB2bsalesQuotesBringingRevenue | Opportunity | Opportunity record must contain quotes. |

1. From the App Launcher, find and select **OmniStudio FlexCards**.
2. In the Search this list box, enter b2bsales.
    
    A list of FlexCards used in Large Account Sales Management appears.
3. Click the active version of a FlexCard from the list.
    
    For example, click **sfiEnergyB2bsalesAgentTargets**.
4. Click **Deactivate**.
5. From the App Launcher, find and select the record type that you want to associate with the FlexCard.
    
    For example, for sfiEnergyB2bsalesAgentTargets, you must associate it with a User record.
    
    Use the table above to associate the FlexCards to the correct records.
6. From the list of records, select a record that fulfills the additional condition in the table.
    
    For example, for sfiEnergyB2bsalesAgentTargets, select a User record that contains opportunities and leads.
7. In the open record, from the browser's search bar, copy the alphanumeric string before the **/view** text.
    
    ![Copy the ID value of the record from the browser](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-energy_utilities-264-0-0-production-enus/520849e5-9b41-4bae-b97b-d269cc2fce83/energy_utilities/images/energy_lasm_id.png)
8. Open the FlexCard that you had deactivated in step 4.
    
    For example, open sfiEnergyB2bsalesAgentTargets.
9. In Card Properties, scroll down to **Test Parameters**.
10. Paste the alphanumeric value in the Value field.
    
    ![Paste the ID in the Value field of the FlexCard](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-energy_utilities-264-0-0-production-enus/520849e5-9b41-4bae-b97b-d269cc2fce83/energy_utilities/images/energy_lasm_idvalue.png)
    
    You can replace any prexisting value in the field.
11. Click **Save & Fetch**.
12. To test if the FlexCard is fetching data from the correct record, click **Preview**.
13. Click **Activate**.

## Grant Access to the Large Account Sales Management App

Grant permissions for team lead and sales agent users to access the tabs in the Large Account Sales Management app.

1. Click **Setup**.
2. Search App Manager in the **Quick Find** box.
3. In the Lightning Experience App Manager page, select **Edit** from the drop-down next to **Energy B2B Sales**.
4. Click **User Profiles**.
5. Add the following profiles to the Selected Profiles:
    
    - System Administrator
    - Team Lead
    - Sales Agent
6. Click **Back** to go back to the Setup page.

## Update the Opportunity Object Page Layout

Update the opportunity object page layout to include the Manage Opportunity Groups and Multi-Site Order actions.

1. Click **Setup**.
2. Select Object Manager.
3. In the Quick Find box, search opportunity, and click **Opportunity**.
4. Select **Page Layouts**.
5. To add actions to the Energy-Console layout, in the Page Layouts section, click **Energy-Console layout**.
    1. Select **Mobile & Lightning Actions** from the left column of **Energy-Console layout** table.
    2. Drag and drop the **Manage Opportunity Groups** action under the **Salesforce Mobile and Lightning Experience Actions** sub-section.
        
        ![Manage Opportunity Groups placed under Salesforce Mobile and Lightning Experience Actions](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-energy_utilities-264-0-0-production-enus/520849e5-9b41-4bae-b97b-d269cc2fce83/energy_utilities/images/opportunity_page_layout.png)
    3. Click **Save**.

## Update the Contact Object Page Layout

Update the contact object page layout to assign contact layout to the Sales Agent and Sales Team Lead profiles.

1. Click **Setup**.
2. Select Object Manager.
3. In the Quick Find box, search contact, and click **Contact**.
4. Select **Page Layouts**.
5. To update page assignments, click **Page Layout Assignments**.
6. Click **Edit Assignment**.
7. For Sales Agent and Sales Team Lead profiles, set Page Layout To Use to **Contact Layout**.

## Set Up Google Map API Key for Large Account Sales Management

Salesforce Industries supports Google MAP APIs to auto-populate address fields. By default, this functionality is disabled in Large Account Sales Management. You can enable the Google MAP API functionality by configuring the API Key in your Salesforce org.

For more information on Google Maps API keys, see [Use API Keys](https://developers.google.com/maps/documentation/javascript/get-api-key).

1. Click **Setup**.
2. In **Quick find**, search Custom Metadata Types.
3. In the _Custom Metadata Types_ page, click **Manage Records** next to **VPLExpress**.
4. Click **Edit** link next to **Google API Public Key** and ensure that the following details are set:
    
    - **Label** : Google API Public Key
    - **VPLExpress Name** : Google\_API\_Public\_Key
    - **Value**: Your Google MAP API key
5. Click **Save**.

## Set Up Forecast Dashboard

Your sales team leads can view their team's performance using the forecast dashboard.

Sales team leads can view the performance of their sales agents by their revenue using the Forecast feature in Large Account Sales Management.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-energy_utilities-264-0-0-production-enus/520849e5-9b41-4bae-b97b-d269cc2fce83/images/icon_note.png)

Note Forecasting requires setting up a role hierarchy. Roles in Salesforce are one tool or controlling record visibility. Check with your security model manager or system administrator for advice before creating these roles as your organization may have unique security requirements.

See Also

- [Controlling Access Using Hierarchies](https://help.salesforce.com/s/articleView?id=platform.security_controlling_access_using_hierarchies.htm&type=5&language=en_US)

1. Click **Setup**.
2. Set up role hierarchy.
    1. In Quick Find, search for **Roles**.
    2. Click **Set Up Roles**.
        
        You can set up roles to replicate your organization's role hierarchy.
    3. Create a **Sales Team Lead** role, and then a **Sales Agent** role under the existing Sales Team Lead.![A sample role hierarchy](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-energy_utilities-264-0-0-production-enus/520849e5-9b41-4bae-b97b-d269cc2fce83/energy_utilities/images/role_hierarchy_lasm.png)
    4. Save your changes.
3. Set up the user profiles for sales agents.
    
    Repeat these steps for all sales agents user profiles.
    
    1. In Quick Find, search for **Users**.
    2. In the Users list, select a user who has been assigned as a **Sales Agent** role.
    3. Click **Edit**.
    4. Under General Information, select **Allow Forecasting**.
    5. Under Approver Settings, select the **Manager** for this sales agent.
        
        You must select a user with the Sales Team Lead role as the manager.
    6. Save your changes.
4. Set up the user profile for the sales team lead.
    1. In Quick Find, search for **Users**.
    2. In the Users list, select a user who has been assigned as a **Sales Team Lead** role.
    3. Click **Edit**.
    4. Under General Information, select **Allow Forecasting**.
    5. Save your changes.
5. Create a forecasts type.
    1. In Quick Find, search for **Forecasts Settings**.
    2. Select **Enable Forecast**.
    3. Click **Create a Forecast Type**, then click **Start**.
    4. Select an object that you want to base your forecast on, then click **Next**.
        
        For example, select **Opportunity**.
    5. Select a measurement for the forecast, then click **Next**.
        
        For example, select **Amount**.
    6. Select a date type that you want to be used in forecast calculations, then click **Next**.
        
        For example, select **Close Date (Opportunity)**.
    7. For hierarchy, select **User Role**, then click Next.
    8. Add optional filters for your forecast, then click **Next**.
        
        You can filter your forecasts according to fiscal quarters, fiscal years, lead source, and much more.
    9. In **Developer Name**, enter OpportunityForecast, then click **Next** and save your changes.
    10. Under Available Forecast Types, activate your forecast type.
6. Set up forecasts hierarchy.
    1. In Quick Find, search for **Forecasts Hierarchy**.
    2. For the **Sales Team Lead**, click **Enable Users**.
    3. Add the user with the sales team lead role from the Available Users column to the Enabled Users column, then save your changes.
    4. For the **Sales Team Lead**, click **Assign Manager**.
    5. Select the **Sales Team Lead** role as the forecast manager, then save your changes.
7. Set up forecasts quota as the sales team lead.
    1. In Quick Find, search for **Forecasts Quota**.
    2. For the selected forecast period and type, click **Show Quota**.
        
        The sales revenue quotas for the users assigned to Sales Agent and Sales Team Lead roles appears.
    3. Under the **Quota** column, enter the quota for each user, then save your changes.
8. Set up the forecast to be viewable to the sales team lead.
    1. From the App Launcher, find and select **Dashboards**.
    2. For the Sales Lead Home Page dashboard, click Edit.
    3. Click Edit Dashboard Properties.
    4. In the Properties window, under View Dashboard As, click **Another person**.
    5. Enter the name of the Sales Team Lead.
9. Edit the Forecasting Type: API Name filter to match the created forecast.
    1. From the App Launcher, search **Reports**.
    2. In the Reports list, edit the **ForecastingQuotaB2BSales** report.
        
        The selected report opens in Report Builder
    3. Click **Filters**.
    4. Click **Forecasting Type: API Name**.
    5. For **Operator**, select **equals**, and type OpportunityForecast.
    6. Click **Apply**, then save your changes.

## Assign Business Rules Engine Permission Set

Assign the Business Rules Engine permission set for Large Account Sales Management in your org.

To use Attribute-Based Pricing with Large Account Sales Management, you must assign the Business Rules Engine permission set to the Sales Team Lead and Sales Agent roles:

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-energy_utilities-264-0-0-production-enus/520849e5-9b41-4bae-b97b-d269cc2fce83/images/icon_note.png)

Note You must repeat these steps for all users who are assigned to Sales Team Lead and Sales Agent roles.

1. Click **Setup**.
2. In Quick Find, search for **Users**.
3. In the Users list, select a user who has been assigned as a **Sales Agent** or a **Sales Team Lead** role.
4. Under Permission Set Assignments, click **Edit Assignments**.
5. Add the **Rule Engine Runtime** from the Available Permission Sets column to Enabled Permission Sets, and save your changes.

## Set Up Custom UI Settings for Large Account Sales Management

Update the custom UI settings for the Energy & Utilities Large Account Sales Management on the target org.

To set the custom UI settings in your target org, follow these steps:

1. Click **Setup**.
2. Search Static Resources in the **Quick Find** box.
3. In the Static Resources page, click **newport**.
4. Right-click the **View file** link and select **Copy Link Address** and capture the URL in a text editor.
5. Go back to **Setup**.
6. Search for and select Omni Interaction Configuration in the **Quick Find** box.
7. Next to **newportZipUrl**, click **Edit**.
    
    If you don't see an entry for `newportZipUrl`, click on **New Omni Interaction Configuration** and create it. The Input Label and Name should be newportZipUrl.
8. In the **Value** box, enter the truncated URL of your newport static resource which you obtained in a previous step. Make sure to remove your org's base URL and the ? or # character from the end of the path leaving, for example, /resource/1587030785000/vlocity\_cmt\_\_newport.
9. Clear your browser cache.

## Set up Custom Object Tab

Set up the Vlocity Objects and Object Types tab in your org to use the Large Account Sales Management app.

Create the Vlocity Objects and Object Types tab for the custom object ObjectClass if it doesn't already exist in your org.

1. From Setup, in the Quick Find box, enter Tabs and select it.
2. Under Custom Object Tabs, click **New**.
3. In Object, select **ObjectClass**.
4. Select a Tab Style, then click **Next**.
5. Save the tab.