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

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            3. Set Up and Maintain Retail Execution

            Additional Steps to Upgrade Managed Packages to Spring ’25

            To upload demo data for Spring ’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 into 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/252 folder.
              The CSV file that you upload is sometimes dependent on another CSV file. To prevent any errors, we recommend that you upload files in the sequence they are listed in the table.
              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 Object API Name Operation Mandatory or Optional Related To Nature of Change
            Sales_Organization_-_MODIFIED_254.csv Sales_Organization__c Upsert Optional Direct Store Delivery (DSD) Demo data Records are modified for geofencing validation.
            Order_Item_Template_-_MODIFIED_254.csv Order_Item_Template__c Upsert Optional Direct Store Delivery (DSD) Demo data Records are modified for the DSD process.
            Order_Item_Template_-_NEW_254.csv Order_Item_Template__c Insert Optional Direct Store Delivery (DSD) Demo data New records are added for the DSD process.
            Signature_Template_-_254_NEW.csv Signature_Template__c Insert Optional Direct Store Delivery (DSD) Demo data New records are added for the DSD process.
            Signature_Template_-_MODIFIED_254.csv Signature_Template__c Upsert Optional Direct Store Delivery (DSD) Demo data Changes to picklist values for the Attribute Set field.
            Signature_Flow_Step_-_NEW_254.csv Signature_Flow_Step__c Insert Optional Direct Store Delivery (DSD) Demo data New records are added for the DSD process.
            System Setting - NEW 254.csv System_Setting__c Insert Optional Agentforce and Einstein generative AI New records are added for generative AI and Agentforce features.
            Mobile_App_Domain_-_NEW_254.csv Sync_Mobile_App_Domain__c ​​Insert Mandatory Direct Store Delivery (DSD) Demo data New records are added for geofencing validation.
            Mobile_App_Picklist_Mapping_-_NEW_254.csv Sync_Mobile_App_PL_Map__c Insert Mandatory Direct Store Delivery (DSD) Demo data New records are added for geofencing validation.
            Mobile_App_Picklist_Mapping_Extension_-_NEW_254.csv Sync_Mobile_App_PL_Map_Ext__c Insert Mandatory Direct Store Delivery (DSD) Demo data New records are added for geofencing validation.
            Mobile_App_Picklist_Mapping_Extension_-_MODIFIED_254.csv Sync_Mobile_App_PL_Map_Ext__c Upsert Mandatory Direct Store Delivery (DSD) Demo data Records are modified for DSD and geofencing validation.
            Tracked Object Config_-_MODIFIED_254.csv Sync_Tracked_Object_Config__c Upsert Mandatory Direct Store Delivery (DSD) Demo data Records are modified for geofencing validation.
            Order_Template_-_NEW_254.csv Order_Template__c Insert Optional Direct Store Delivery (DSD) Demo data New records are added for the DSD process.
            Order_Template_-_MODIFIED_254.csv Order_Template__c Upsert Optional Direct Store Delivery (DSD) Demo data Records are modified for the DSD process.
            Order_Item_Order_Template_Association_-_NEW_254.csv Order_Item_Order_Template_Association__c Insert Optional Direct Store Delivery (DSD) Demo data New records are added for the DSD process.
            Order_Template_Product_Selector_Group_-_NEW_254.csv Order_Template_Product_Selector_Group__c Insert Optional Direct Store Delivery (DSD) Demo data New records are added for the DSD process.
            Inventory_Control_Template_-_NEW_254.csv Inventory_Control_Template__c Insert Optional Direct Store Delivery (DSD) Demo data New records are added for the DSD process.
            Order_Template_Order_Payment_Template_254_NEW.csv Order_Template_Order_Payment_Template__c Insert Optional Direct Store Delivery (DSD) Demo data New records are added for the DSD process.
            Order_Item_Inventory_Transaction_-_NEW_254.csv Order_Item_Inventory_Transaction__c Insert Optional Direct Store Delivery (DSD) Demo data New records are added for the DSD process.

            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. 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 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/252 folder.

            The CSV file that you upload is sometimes dependent on another CSV file. To prevent any errors, we recommend that you upload files in the sequence they are listed in the table.

            If you upload the Order_Item_Template_-_MODIFIED_254.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 Object API Name Operation Mandatory or Optional Related To Nature of Change
            Order_Item_Template_-_MODIFIED_254.csv Order_Item_Template__c Upsert Optional Direct Store Delivery (DSD) Demo data Modification Reason values are modified for the DSD 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.

            Make sure to upload demo data and complete the sync configuration for Retail Execution.

            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 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 files from the RetailDSDData/Upgrade/252 folder.

            The CSV file that you upload is sometimes dependent on another CSV file. To prevent any errors, we recommend that you upload files in the sequence they are listed in the table.

            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 Object API Name Operation Mandatory or Optional Related To Nature of Change
            Tracked_Object_Config_-_MODIFIED_254.csv Sync_Tracked_Object_Config__c Upsert Mandatory DSD Sync Configuration Records are modified to adopt the geofencing validation. To identify the tracked objects that are modified, use the Object API Name column.
             
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