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Set Up and Maintain Retail Execution
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          Additional Steps To Upgrade Managed Packages to Spring ’22

          Additional Steps To Upgrade Managed Packages to Spring ’22

          To upload static resources for Spring ’22, follow these steps.

          Required Editions

          Available in: Lightning Experience

          Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled

          User Permissions Needed
          To upload static resources: System Administrator

          Update the Sync_Config__c Object

          For the Sync_Config__c object, update the Sync_On_Online__c field.

          1. From Setup, in the Quick Find box, enter Custom Settings, and then select Custom Settings.
          2. Select Manage for the Sync Configuration custom setting.
          3. Select Edit for the TquilaONE record.
          4. Select False for the Sync on Online field.
          5. Save your changes.

          Map Fields with IDs

          Use Data Loader to update the Mobile App Picklist Mapping - MODIFIED 236.csv, Tracked Object Config - MODIFIED 236.csv, and Named Query - MODIFIED 236.csv files before you upload the static resource files.

          Ensure to install Data Loader from setup.

          To map fields with IDs:

          1. From Data Loader, select Export.
          2. Enter the authentication credentials and log in to Data Loader.
          3. Filter the object, and select the target path for the CSV file.
          4. To map these fields of the objects with relevant field IDs, select the fields and add filters, if necessary.
            CSV File Object Field
            Mobile App Picklist Mapping - MODIFIED 236.csv Sync_Mobile_App_PL_Map__c Mobile App Domain
            Tracked Object Config - MODIFIED 236.csv Sync_Named_Query__c Bindable Name
            Named Query - MODIFIED 236.csv Sync_Tracked_Object_Config__c Object Api Name
          5. To export the CSV file, click Finish.
            The data is exported and a CSV file is created.
          6. Export all CSV files.

          After you download all the CSV files, update the files and then upload the modified files.

          Upload Static Resource Files

          Download files from RetailRepositoryData in Static Resources, and then upload the files to Salesforce by using the dataloader.io insert or upsert operation.

          Note
          Note For more information about unmapped fields that require mapping, see Record Type Mapping. For fields that don’t require mapping, see Unmapped Fields.
          1. From Setup, in the Quick Find box, enter Static Resources and select it.
          2. From Setup, in the Quick Find box, enter Dataloader.io and select it.
          3. Click Launch dataloader.io and login with your org credentials.
          4. In dataloader.io, upload the files from only the RetailRepositoryData/Upgrade/234 folder.
            Important
            Important A CSV file that you upload can be dependent on another CSV file. To prevent any errors, we recommend that you upload files in this sequence.
          File name sObject API Name
          Batch Process Configuration.csv Batch_Process_Configuration__c
          Condition Template.csv Condition_Template__c
          Custom Permission User Role Mapping.csv Custom_Permission_User_Role_Mapping__c
          Customer Template.csv Account_Template__c
          Mobile App Domain - NEW 236.csv Sync_Mobile_App_Domain__c
          Mobile Picklist Mapping Conf - NEW 236.csv Sync_Mobile_App_PL_Config__c
          Named Fetch Tree Node - NEW 236.csv Sync_Named_Fetch_Tree_Nodes__c
          • Named Query - NEW 236.csv: Insert the file
          • Named Query - MODIFIED 236.csv: Upsert the file
          Sync_Named_Query__c
          POS Template.csv POS_Template__c
          Product Assortment Template.csv Product_Assortment_Template__c
          Product Template.csv Product_Template__c
          Sales Folder Template.csv Sales_Folder_Template__c
          Sales Organization.csv Sales_Organization__c
          System Setting - NEW 236.csv System_Setting__c

          Tracked Object Config - NEW 236.csv: Insert the file.

          Tracked Object Config - MODIFIED 236.csv: Upsert the file.

          Sync_Tracked_Object_Config__c
          Trigger Setting.csv Trigger_Setting__c
          Visit Template.csv Visit_Template__c
          Search Strategy.csv CP_Search_Strategy__c
          Pricing Condition Template.csv CP_Pricing_Condition_Template__c
          Signature Template.csv Signature_Template__c

          System Number 1.csv and System Number 2.csv

          The System Number 2.csv file depends on the System Number 1.csv file.

          System_Number__c
          System Number Segment.csv System_Number_Segment__c
          Workflow.csv Workflow__c
          Workflow State Transition.csv Workflow_State_Transition__c
          Order Template.csv Order_Template__c
          Order Template Product Selector Group.csv Order_Template_Product_Selector_Group__c
          Order Item Template.csv Order_Item_Template__c
          Order Item Order Template Association.csv Order_Item_Order_Template_Association__c
          Signature Flow Step.csv Signature_Flow_Step__c
          Promotion Template.csv Promotion_Template__c
          Promotion Template Hierarchy.csv Promotion_Template_Hierarchy__c
          Tactic Template.csv Tactic_Template__c
          Promotion Template Tactic Template.csv Promotion_Template_Tactic_Template__c
          Data Type.csv Data_Type__c
          Data Type Option.csv Data_Type_Option__c
          Sync_Mobile_App_PL_Map__c
          Mobile App Picklist Mapping Extension.csv - NEW 236.csv Sync_Mobile_App_PL_Map_Ext__c

          To use Penny Perfect Pricing, upload these .csv files in this sequence.

          File name sObject API Name
          Calculation Schema.csv CP_Calculation_Schema__c
          Calculation Schema Determination.csv CP_Calculation_Schema_Determination__c
          Search Strategy.csv CP_Search_Strategy__c
          Key Attribute.csv CP_Key_Attribute__c
          Key Type.csv CP_Key_Type__c
          Pricing Condition Template.csv CP_Pricing_Condition_Template__c
          Calculation Schema Step.csv CP_Calculation_Schema_Step__c
          Search Strategy Step.csv CP_Search_Strategy_Step__c
           
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