Post EPC Datapack Deployment for Customer Acquisition Managament

Perform the following steps after deploying the EPC datapack to your org.

Activate pricing plan steps from default pricing plan.

The following pricing plan steps in the default pricing plan need to be activated after deploying CAM EPC datapack:

  • Rating - Boiler Age

  • Rating - Risk Area

  • TaxRating

Run maintenance jobs

Run these standard administrative maintenance jobs and EPC jobs.

Set up Industries Configure Price Quote (CPQ)

For orgs that use Standard OmniStudio Content, see Deploy Industries CPQ in LWC with OmniStudio Disabled.

For orgs that use Standard OmniStudio Content and Runtime, see Deploy Industries CPQ in LWC with OmniStudio Enabled.