Hyperforce Environment Provisioning & Access Process POS and CMS

1- Before enabling Retail Cloud from your Core Production org you need to create a Sandbox instance. 

2- Create Sandbox org. (System Admin User)

• Go to Setup in your Salesforce org.(production)

• Search for "Sandboxes" in the Quick Find box.

• Click "New Sandbox" and select the type of sandbox you need (e.g., Developer, Developer Pro, Partial Copy, or Full).

• Provide a name and description for the sandbox.

• If applicable, select a sandbox template to include specific data and metadata.

• Click "Create"

Option- Creation Options

3- Enable Retail Cloud (POS): Production Instance (System Admin)

• Go to Setup in your Salesforce org Core instance. 

• Search for "Retail Cloud" in the Quick Find box.

• Confirm Retail Cloud setting is visible

• Enable the setting.   ( This may take 5-10min to complete) 

4- Enable Retail Cloud (POS): Sandbox Instance (System Admin)

• Go to Setup in your Salesforce org Core instance. 

• Search for "Retail Cloud" in the Quick Find box.

• Confirm Retail Cloud setting is visible

• Enable the setting.   ( This may take 5-10min to complete)
  
  NOTE- If this step does not set the value to ON or the Retail Cloud setting is not visible .  Please create a support case under your Retail Cloud org through the SF Help Portal. Provide  the core org id for each instance that the flag is not set to ON or visible

5- Enable connected Apps Oauth Usage- (This allows Non system admin access to CMS)

• Open core org, Go to setup
• Search Quick find - Connected Apps
• Select Connected Apps OAuth Usage
• Select PredictSprings CMS- PredictSpring CMS Authentication.  
• Select install- (Once this is set then go to step 6)
  
  

6- First login to CMS

• To access your CMS instance the user( (System Admin) that completed step 3 and 4 is assigned as the default CMS Admin user.  This user is required to login to CMS the first time. Once they have gained access they can then add additional CMS users. 
  • NOTE- Login is the same as you would use to log into your core org. (do not select custom domain)
    
    Select url link for production/Sandbox
    
    
• Admin sign into CMS via SF Authentication(same as core org)
  
  

Note- use the url endpoints for your specific region listed under item 8. 

7- CMS access.  Required step ( Authentication)

• Each user that requires access to CMS must also be added as a user within your Core org. This is required for Authentication.

• Open core org go to Setup

• Select New user

• Add new user to the instance.  Username will be the same value used/ added to CMS user module( this can be different then the email address)

  • You will log into CMS with the value defined in the username field. 

• Set License as 'Identity'  and profile as 'Identity User' This is used for Authentication.  Does not give user access to the core org.  

  • If user needs core org access then assign them the license required.  Any license above Identity will also work for Authentication for CMS access

• Save

8- Access the Retail Cloud URL.  Please use the listed url for your region.

US Cluster (New US customer) 

• prod-pos201(prod): https://retail-cloud-cms-frontend4-ecom1.sfdc-8tgtt5.svc.sfdcfc.net/user/login
• prod-pos202s(sbx): https://retail-cloud-cms-frontend2-ecom1.sfdc-8tgtt5.svc.sfdcfc.net/user/login

• NOTE- All exiting customers will use the US Cluster for CMS access.

EU Cluster (New EU Customers)

• prod-pos201(prod): https://retail-cloud-cms-frontend4-ecom1.sfdc-cehfhs.svc.sfdcfc.net/user/login

• prod-pos202(sbx): https://retail-cloud-cms-frontend2-ecom1.sfdc-cehfhs.svc.sfdcfc.net/user/login

APAC Cluster (New APAC Customers)

• prod-pos201(prod): https://retail-cloud-cms-frontend4-ecom1.sfdc-vwfla6.svc.sfdcfc.net/cms/
• prod-pos202(sbx): https://retail-cloud-cms-frontend2-ecom1.sfdc-vwfla6.svc.sfdcfc.net/cms/

9- Confirm user can access CMS through the listed URL for their location

10- Access to sandbox org - Public Group

NOTE- 

If any access issue please create a Support ticket through the SF help portal under your Retail Cloud org.  Provide the user/users, core org id's for production and sandbox