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Set Up and Maintain Retail Execution
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            Additional Steps to Upgrade Managed Packages to Winter ’25

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            Additional Steps to Upgrade Managed Packages to Winter ’25

            To upload static resources for Winter ’25, 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 you must enter in the corresponding objects of the Salesforce Org to run and use the files 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. In dataloader.io, upload the files from only the RetailRepositoryData/Upgrade/250 folder.
              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.
              Important
              Important Even if a file upload is marked as optional, the upload depends on the business decision to use specific feature changes within that file. If the business chooses to implement these features, uploading the file is required. Otherwise, it's optional.
            File name sObject API Name Operation Mandatory or Optional Related To Nature of Change
            Signature_Template_-_NEW_252.csv Signature_Template__c Insert Optional Direct Store Delivery (DSD) Demo data New records are added for the DSD and van sales process.
            Signature_Flow_Step_-_NEW_252.csv Signature_Flow_Step__c Insert Optional DSD Demo data New records are added for the DSD and van sales process.
            System_Number_2_-_NEW_252.csv System_Number__c Insert Mandatory DSD Demo data New records are added for invoice number generation in the DSD and van sales process.
            System_Number_Segment_-_NEW_252.csv System_Number_Segment__c Insert Mandatory DSD Demo data New records are added for invoice number generation in the DSD and van sales process.
            Visit_Template_-_MODIFIED_252.csv Visit_Template__c Upsert Optional DSD Demo data New records are added for the DSD and van sales process.
            Order_Template_-_MODIFIED_252.csv Order_Template__c Upsert Optional DSD Demo data New records are added for the DSD and van sales process.
            Order_Template_-_NEW_252.csv Order_Template__c Insert Optional DSD Demo data New records are added for the DSD and van sales process.
            Order_Item_Template_-_NEW_252.csv Order_Item_Template__c Insert Optional DSD Demo data New records are added for the DSD and van sales process.
            Order_Item_Order_Template_Association_-_NEW_252.csv Order_Item_Order_Template_Association__c Insert Optional DSD Demo data New records are added for the DSD and van sales process.
            Order_Item_Inventory_Transaction_-_NEW_252.csv Order_Item_Inventory_Transaction__c Insert Optional DSD Demo data New records are added for the DSD and van sales process.
            Order_Item_Rule_-_NEW_252.csv Order_Item_Rule__c Insert Optional DSD Demo data New records are added for the DSD and van sales process.
            Mobile_App_Domain_-_NEW_252.csv Sync_Mobile_App_Domain__c Insert Mandatory Application feature New records are added for the Bluetooth keyboard feature.
            Mobile_App_Picklist_Mapping_-_NEW_252.csv Sync_Mobile_App_PL_Map__c Insert Mandatory Application feature New records are added for the Bluetooth keyboard feature.
            Mobile_App_Picklist_Mapping_Extension_-_NEW_252.csv Sync_Mobile_App_PL_Map_Ext__c Insert Mandatory Application feature New records are added for the Bluetooth keyboard feature.

            Upload Penny Perfect Pricing Static Resource Files

            To use the Penny Perfect Pricing feature, download files from RetailPPPData 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.
            1. From Setup, in the Quick Find box, enter Static Resources and select it.
            2. Download and extract the RetailPPPData.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 RetailPPPData/Upgrade/250 folder.

            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.

            If you upload the Order_Item_Template_-_NEW_252.csv file from both the RetailRepositoryData and RetailPPPData folders, it can lead to duplication of records. Upload the file only if you haven’t uploaded it from the RetailRepositoryData folder.

            Important
            Important Even if a file upload is marked as optional, the upload depends on the business decision to use specific feature changes within that file. If the business chooses to implement these features, uploading the file is required. Otherwise, it's optional.
            File name sObject API Name Operation Mandatory or Optional Related To Nature of Change
            Order_Item_Template_-_NEW_252.csv Order_Item_Template__c Insert Optional Direct Store Delivery (DSD) Demo data New records are added for the DSD and van sales process.
            Order_Item_Rule_-_NEW_252.csv Order_Item_Rule__c Insert Optional DSD Demo data New records are added for the DSD and van sales process.

            Upload Direct Store Delivery Static Resource Files

            To use the Direct Store Delivery (DSD) and Van Sales feature, download files from RetailDSDData in Static Resources, and then upload the files to Salesforce by using the dataloader.io insert or upsert operation.

            Complete the upload of demo data and sync configuration for Retail Execution.

            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/250 folder.

            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.

            Important
            Important Even if a file upload is marked as optional, the upload depends on the business decision to use specific feature changes within that file. If the business chooses to implement these features, uploading the file is required. Otherwise, it's optional.
            File name sObject API Name Operation Mandatory or Optional Related To Nature of Change
            Named_Query_-_NEW_252.csv Sync_Named_Query__c Insert Mandatory DSD Sync Configuration New named queries are introduced for the DSD process.
            Named_Query_-_MODIFIED_252.csv Sync_Named_Query__c Upsert Mandatory DSD Sync Configuration DSDInventories named query is modified to query all inventories, including Tour, Vehicle, or User-based inventories.
            Tracked_Object_Config_-_MODIFIED_252.csv Sync_Tracked_Object_Config__c Upsert Mandatory DSD Sync Configuration Records are modified to adopt the DSD and van sales process. To identify the tracked objects that are modified, use the Object Api Name column.
             
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