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Set Up and Maintain Retail Execution
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          Additional Steps to Upgrade Managed Packages to Spring ’26

          Additional Steps to Upgrade Managed Packages to Spring ’26

          To upload demo data for Spring ’26, 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/258 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
          System_Setting_-_NEW_260.csv System_Setting__c Insert Mandatory Retail Execution Visit Assistant A custom system setting is introduced. This setting configures the visit types used to filter completed visits retrieved for an account.
           
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