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

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            3. Set Up and Maintain Retail Execution

            Additional Steps To Upgrade Managed Packages to Summer ’22

            To upload static resource for Summer ’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

            Create HKey Field for Job Template

            Create HKey fields for the Job Template object before you upload files for the object from static resources.

            To create Hkey fields for Job Template, See Create HKey Field.

            Handle Validation Rules

            Deactivate validation rules before you upload static resource for an object. Ensure to activate the rules after the upload.

            The validation rules that must be deactivated are mentioned in the table:

            ObjectValidation Rule
            Segmentation Rule Definition Column No_Edit_when_Definition_is_Released
            Segmentation Rule Definition Delete_Columns_When_Rule_Def_is_Released
            To deactive the validation rules, See Handle Validation Rules.

            Record Type Mapping

            After you upload a file by using dataloader.io, use this table to identify the fields that aren't mapped and then map the fields accordingly.

            Required Editions

            Available in: Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled.

            The fields that need to be mapped are mentioned in the table.

            Note
            Note In dataloader.io, after you map an unmapped field, enable lookup to map the corresponding lookupvalue that's specified in the table.
            ObjectUnmapped FieldField To Be MappedLookupValue
            Contract Payment Template workflow__r.HKey Workflow HKey
            Contract Template recordtype.name Record Type Id Name
            calculation_schema__r.name Customer Contract Template Name
            workflow__r.HKey Workflow HKey
            Customer Task Template workflow__r.HKey Workflow HKey
            Daily Report Template workflow__r.HKey Workflow HKey
            recordtype.name Record Type Id Name
            Daily Report Template Activity user_document_template__r.Description__c Daily Report Template Description
            activity__r.name Activity Visit Template Name
            Job Definition Template data_type__r.HKey Data Type HKey
            job_template__r.HKey Job Template HKey
            Order Template Order Payment Template order_template__r.HKey Order Template HKey
            order_payment_template__r.name Order Payment Template Order Payment Template Name
            Template Question job_definition_list_template__r.name Activity Template Name
            job_definition_template__r.name Job Definition Template Job Definition Template Name
            Tour Template Object Reference tour_template__r.name Tour Template Tour Template Name
            order_template__r.HKey Order Template HKey
            signature_template__r.name Signature Template Signature Template Name
            visit_template__r.name Visit Template Visit Template Name
            Tour Template Tour Check tour_template__r.name Tour Template Tour Template Name
            tour_check__r.name Tour Check Check Name
            Route Template visit_template__r.name Visit Template Visit Template Name
            tour_template__r.name Tour Template Tour Template Name
            Segmentation Rule Definition Column segmentation_rule_def__r Segmentation Rule Definition Segmentation Rule Definition Name
            Order Item Inventory Transaction Order_Item_Template__r.Name Order Item Template Order Item Template Name
            Inventory_Control_Template__r.Name Inventory Control Template Inventory Control Template Name
            Inventory_Transaction_Template__r.Name Inventory Transaction Template Inventory Transaction Template Name
            Order Payment Inventory Transaction Order_Payment_Template__r.Name Order Payment Template Order Payment Template Name
            Inventory_Control_Template__r.Name Inventory Control Template Inventory Control Template Name
            Inventory_Transaction_Template__r.Name Inventory Transaction Template Inventory Transaction Template Name

            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.

            If the static resource file uploads data for objects such as Promotion Template, Search Strategy, or System Number, then Handle Validation Rules.

            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. Download and extract the RetailRepositoryData.zip static resource file.
            3. From Setup, in the Quick Find box, enter Dataloader.io and select it.
            4. Click Launch dataloader.io and login with your org credentials.
            5. In dataloader.io, upload the files from only the RetailRepositoryData/Upgrade/236 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 Operation
            Activity_Template.csv Job_Definition_List_Template__c Insert
            Asset_Template.csv Asset_Template__c Insert
            Contract_Payment_Template.csv Contract_Payment_Template__c Insert
            Contract_Template_1.csv Contract_Template__c Insert
            Contract_Template_2.csv Contract_Template__c Insert
            Customer_Task_Template.csv Account_Task_Template__c Insert
            Daily_Report_Template.csv User_Document_Template__c Insert
            Daily_Report_Template_Activity.csv User_Document_Template_Activity__c Insert
            Inventory_Control_Template.csv Inventory_Control_Template__c Insert
            Inventory_Transaction_Template.csv Inventory_Transaction_Template__c Insert
            Job_Template.csv Job_Template__c Insert
            Job_Definition_Template.csv Job_Definition_Template__c Insert
            Order_Payment_Template.csv Order_Payment_Template__c Insert
            Order_Template_Order_Payment_Template.csv Order_Template_Order_Payment_Template__c Insert
            Segmentation_Rule_Template.csv Segmentation_Rule_Template__c Insert
            Segmentation_Rule_Definition.csv Segmentation_Rule_Def__c Insert
            Segmentation_Rule_Definition_Column.csv Segmentation_Rule_Def_Column__c Insert
            Template_Question.csv Job_DL_Template_Def_Template__c Insert
            Tour_Check.csv Tour_Check__c Insert
            Tour_Template.csv Tour_Template__c Insert
            Tour_Template_Tour_Check.csv Tour_Template_Tour_Check__c Insert
            Route_Template.csv Route_Template__c Insert
            Tour_Template_Object_Reference.csv Tour_Template_Object_Reference__c Insert
            Order_Item_Inventory_Transaction.csv Order_Item_Inventory_Transaction__c Insert
            Order_Payment_Inventory_Transaction.csv Order_Payment_Inventory_Transaction__c Insert
            Mobile_App_Picklist_Mapping_-_NEW_238.csv Sync_Mobile_App_PL_Map__c Insert
            Mobile_App_Picklist_Mapping_Extension_-_NEW_238.csv Sync_Mobile_App_PL_Map_Ext__c Insert
            Mobile_Picklist_Mapping_Conf_-_NEW_238.csv Sync_Mobile_App_PL_Config__c Insert
            Named_Fetch_Tree_Node_-_MODIFIED_238.csv Sync_Named_Fetch_Tree_Nodes__c Upsert
            Named_Fetch_Tree_Node_-_NEW_238.csv Sync_Named_Fetch_Tree_Nodes__c Insert
            Order_Template_-_NEW_238.csv Order_Template__c Insert
            Order_Item_Order_Template_Association_-_NEW_238.csv Order_Item_Order_Template_Association__c Insert
            Order_Template_Product_Selector_Group_-_NEW_238.csv Order_Template_Product_Selector_Group__c Insert
            Sync_Configuration_-_MODIFIED_238.csv Sync_Config__c Upsert
            System_Setting_-_NEW_238.csv System_Setting__c Insert
            Tracked_Object_Config_-_NEW_238.csv Sync_Tracked_Object_Config__c Insert

            Delete Static Resource Files

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

            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, go to New Task and click Delete.
            5. Upload the CSV files you want to delete from the RetailRepositoryData/Upgrade/236 folder.
            File name sObject API Name
            Mobile_App_Picklist_Mapping_Extension_-_DELETE_238.csv Sync_Mobile_App_PL_Map_Ext__c
            Order_Item_Order_Template_Association_-_DELETE_238.csv Order_Item_Order_Template_Association__c
            Order_Template_Product_Selector_Group_-_DELETE_238.csv Order_Template_Product_Selector_Group__c
            Order_Template_-_DELETE_238.csv Order_Template__c
             
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