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Set Up and Maintain Retail Execution
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            Additional Steps to Upgrade Managed Packages to Summer ’24

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            3. Set Up and Maintain Retail Execution

            Additional Steps to Upgrade Managed Packages to Summer ’24

            To upload static resources for Summer ’24, perform 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

            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. The .csv files contain data that need to be entered in the corresponding objects of the Salesforce Organization to run and allow usage without the need to create large amounts of setup data.

            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. Open the Sync_Configuration_-_MODIFIED_250.csv file at RetailRepositoryData/Upgrade/248 in a text editor.
              1. Replace the existing values of these fields as follows:
                Field Value
                ClientApp Id: TquilaONE
                Name: TquilaONE
              2. Save your changes.
            6. In dataloader.io, upload the files from only the RetailRepositoryData/Upgrade/248 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
            Signature_Template_-_NEW_250.csv Signature_Template__c Insert
            Signature_Flow_Step_-_NEW_250.csv Signature_Flow_Step__c Insert
            Inventory_Control_Template_-_MODIFIED_250.csv Inventory_Control_Template__c Upsert
            Order_Template_-_NEW_250.csv Order_Template__c Insert
            Order_Item_Template_-_NEW_250.csv Order_Item_Template__c Insert
            Order_Item_Template_-_MODIFIED_250.csv Order_Item_Template__c Upsert
            Order_Item_Order_Template_Association_-_NEW_250.csv Order_Item_Order_Template_Association__c Insert
            Order_Item_Inventory_Transaction_-_NEW_250.csv Order_Item_Inventory_Transaction__c Insert
            Batch_Process_Configuration_-_MODIFIED_250.csv Batch_Process_Configuration__c Upsert
            Mobile_App_Picklist_Mapping_-_NEW_250.csv Sync_Mobile_App_PL_Map__c Insert
            Mobile_App_Picklist_Mapping_Extension_-_NEW_250.csv Sync_Mobile_App_PL_Map_Ext__c Insert
            Sync_Configuration_-_MODIFIED_250.csv Sync_Config__c Upsert
            System_Setting_-_NEW_250.csv System_Setting__c Insert
            Tracked_Object_Config_-_NEW_250.csv Sync_Tracked_Object_Config__c Insert
            Tracked_Object_Config_-_MODIFIED_250.csv Sync_Tracked_Object_Config__c Upsert

            Upload Direct Store Delivery Static Resource Files

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

            Ensure that the upload of demo data and sync configuration for Retail Execution are complete.

            Note
            Note For more information about unmapped fields that require mapping, see Record Type Mapping.
            1. From Setup, in the Quick Find box, enter Static Resources and select it.
            2. Download and extract the RetailDSDData.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 file from the RetailDSDData/Upgrade/248 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
            Named_Fetch_Tree_Node_-_NEW_250.csv Sync_Named_Fetch_Tree_Nodes__c Insert
            Named_Query_-_NEW_250.csv Sync_Named_Query__c Insert
            Sync_Configuration_-_NEW_250.csv Sync_Config__c Insert
            Tour_Check_-_MODIFIED_250.csv Tour_Template__c Insert
            Tracked_Object_Config_-_NEW_250.csv Sync_Tracked_Object_Config__c Insert
             
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