--- schema_version: "1" id: aa11e708fe520af1647ce390df354221ed1f01f66e813ae5e803ce9654a2b141 title: Additional Steps To Upgrade Managed Packages to Summer ’22 collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_concept_admin_static_resources_upgrade_238.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_static_resources_upgrade_238.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 9c2cd68df3fab66481f71a9c117eb82f7618c4c2da587c89e83855790cc0c80e description: To upload static resource for Summer ’22, follow these steps. products: - Consumer Goods release: "264" --- # Additional Steps To Upgrade Managed Packages to Summer ’22 To upload static resource for Summer ’22, follow 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
## Create HKey Field for Job Template Create HKey fields for the Job Template object before you upload files for the object from static resources. To create Hkey fields for Job Template, See [Create HKey Field](https://help.salesforce.com/s/articleView?id=ind.cg_task_create_hkey_field.htm&type=5&language=en_US). ## Handle Validation Rules Deactivate validation rules before you upload static resource for an object. Ensure to activate the rules after the upload. The validation rules that must be deactivated are mentioned in the table: | Object | Validation Rule | | --- | --- | | Segmentation Rule Definition Column | No\_Edit\_when\_Definition\_is\_Released | | Segmentation Rule Definition | Delete\_Columns\_When\_Rule\_Def\_is\_Released | To deactive the validation rules, See [Handle Validation Rules](https://help.salesforce.com/s/articleView?id=ind.cg_task_handle_validation_rules.htm&type=5&language=en_US). ## Record Type Mapping After you upload a file by using dataloader.io, use this table to identify the fields that aren't mapped and then map the fields accordingly. ### Required Editions
Available in: Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled.
The fields that need to be mapped are mentioned in the table. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_admin-264-0-0-production-enus/5bb7d7f5-119d-42d0-8596-95e762837019/images/icon_note.png) Note In dataloader.io, after you map an unmapped field, enable lookup to map the corresponding lookupvalue that's specified in the table.
Object Unmapped Field Field To Be Mapped LookupValue
Contract Payment Template workflow__r.HKey Workflow HKey
Contract Template recordtype.name Record Type Id Name
calculation_schema__r.name Customer Contract Template Name
workflow__r.HKey Workflow HKey
Customer Task Template workflow__r.HKey Workflow HKey
Daily Report Template workflow__r.HKey Workflow HKey
recordtype.name Record Type Id Name
Daily Report Template Activity user_document_template__r.Description__c Daily Report Template Description
activity__r.name Activity Visit Template Name
Job Definition Template data_type__r.HKey Data Type HKey
job_template__r.HKey Job Template HKey
Order Template Order Payment Template order_template__r.HKey Order Template HKey
order_payment_template__r.name Order Payment Template Order Payment Template Name
Template Question job_definition_list_template__r.name Activity Template Name
job_definition_template__r.name Job Definition Template Job Definition Template Name
Tour Template Object Reference tour_template__r.name Tour Template Tour Template Name
order_template__r.HKey Order Template HKey
signature_template__r.name Signature Template Signature Template Name
visit_template__r.name Visit Template Visit Template Name
Tour Template Tour Check tour_template__r.name Tour Template Tour Template Name
tour_check__r.name Tour Check Check Name
Route Template visit_template__r.name Visit Template Visit Template Name
tour_template__r.name Tour Template Tour Template Name
Segmentation Rule Definition Column segmentation_rule_def__r Segmentation Rule Definition Segmentation Rule Definition Name
Order Item Inventory Transaction Order_Item_Template__r.Name Order Item Template Order Item Template Name
Inventory_Control_Template__r.Name Inventory Control Template Inventory Control Template Name
Inventory_Transaction_Template__r.Name Inventory Transaction Template Inventory Transaction Template Name
Order Payment Inventory Transaction Order_Payment_Template__r.Name Order Payment Template Order Payment Template Name
Inventory_Control_Template__r.Name Inventory Control Template Inventory Control Template Name
Inventory_Transaction_Template__r.Name Inventory Transaction Template Inventory Transaction Template Name
## 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. If the static resource file uploads data for objects such as Promotion Template, Search Strategy, or System Number, then [Handle Validation Rules](https://help.salesforce.com/s/articleView?id=ind.cg_task_handle_validation_rules.htm&type=5&language=en_US). ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_admin-264-0-0-production-enus/5bb7d7f5-119d-42d0-8596-95e762837019/images/icon_note.png) Note For more information about unmapped fields that require mapping, see [Record Type Mapping](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_map_recod_types.htm&release=264.0.0&type=5 "After you upload a file by using dataloader.io, use this table to identify the fields that aren't mapped and then map the fields accordingly."). For fields that don’t require mapping, see [Unmapped Fields](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_unmap_record_types.htm&type=5&language=en_US). 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/236 folder. ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_admin-264-0-0-production-enus/5bb7d7f5-119d-42d0-8596-95e762837019/images/icon_important.png) 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 | | --- | --- | --- | | Activity\_Template.csv | Job\_Definition\_List\_Template\_\_c | Insert | | Asset\_Template.csv | Asset\_Template\_\_c | Insert | | Contract\_Payment\_Template.csv | Contract\_Payment\_Template\_\_c | Insert | | Contract\_Template\_1.csv | Contract\_Template\_\_c | Insert | | Contract\_Template\_2.csv | Contract\_Template\_\_c | Insert | | Customer\_Task\_Template.csv | Account\_Task\_Template\_\_c | Insert | | Daily\_Report\_Template.csv | User\_Document\_Template\_\_c | Insert | | Daily\_Report\_Template\_Activity.csv | User\_Document\_Template\_Activity\_\_c | Insert | | Inventory\_Control\_Template.csv | Inventory\_Control\_Template\_\_c | Insert | | Inventory\_Transaction\_Template.csv | Inventory\_Transaction\_Template\_\_c | Insert | | Job\_Template.csv | Job\_Template\_\_c | Insert | | Job\_Definition\_Template.csv | Job\_Definition\_Template\_\_c | Insert | | Order\_Payment\_Template.csv | Order\_Payment\_Template\_\_c | Insert | | Order\_Template\_Order\_Payment\_Template.csv | Order\_Template\_Order\_Payment\_Template\_\_c | Insert | | Segmentation\_Rule\_Template.csv | Segmentation\_Rule\_Template\_\_c | Insert | | Segmentation\_Rule\_Definition.csv | Segmentation\_Rule\_Def\_\_c | Insert | | Segmentation\_Rule\_Definition\_Column.csv | Segmentation\_Rule\_Def\_Column\_\_c | Insert | | Template\_Question.csv | Job\_DL\_Template\_Def\_Template\_\_c | Insert | | Tour\_Check.csv | Tour\_Check\_\_c | Insert | | Tour\_Template.csv | Tour\_Template\_\_c | Insert | | Tour\_Template\_Tour\_Check.csv | Tour\_Template\_Tour\_Check\_\_c | Insert | | Route\_Template.csv | Route\_Template\_\_c | Insert | | Tour\_Template\_Object\_Reference.csv | Tour\_Template\_Object\_Reference\_\_c | Insert | | Order\_Item\_Inventory\_Transaction.csv | Order\_Item\_Inventory\_Transaction\_\_c | Insert | | Order\_Payment\_Inventory\_Transaction.csv | Order\_Payment\_Inventory\_Transaction\_\_c | Insert | | Mobile\_App\_Picklist\_Mapping\_-\_NEW\_238.csv | Sync\_Mobile\_App\_PL\_Map\_\_c | Insert | | Mobile\_App\_Picklist\_Mapping\_Extension\_-\_NEW\_238.csv | Sync\_Mobile\_App\_PL\_Map\_Ext\_\_c | Insert | | Mobile\_Picklist\_Mapping\_Conf\_-\_NEW\_238.csv | Sync\_Mobile\_App\_PL\_Config\_\_c | Insert | | Named\_Fetch\_Tree\_Node\_-\_MODIFIED\_238.csv | Sync\_Named\_Fetch\_Tree\_Nodes\_\_c | Upsert | | Named\_Fetch\_Tree\_Node\_-\_NEW\_238.csv | Sync\_Named\_Fetch\_Tree\_Nodes\_\_c | Insert | | Order\_Template\_-\_NEW\_238.csv | Order\_Template\_\_c | Insert | | Order\_Item\_Order\_Template\_Association\_-\_NEW\_238.csv | Order\_Item\_Order\_Template\_Association\_\_c | Insert | | Order\_Template\_Product\_Selector\_Group\_-\_NEW\_238.csv | Order\_Template\_Product\_Selector\_Group\_\_c | Insert | | Sync\_Configuration\_-\_MODIFIED\_238.csv | Sync\_Config\_\_c | Upsert | | System\_Setting\_-\_NEW\_238.csv | System\_Setting\_\_c | Insert | | Tracked\_Object\_Config\_-\_NEW\_238.csv | Sync\_Tracked\_Object\_Config\_\_c | Insert | ## Delete Static Resource Files Download files from RetailRepositoryData in Static Resources, and then upload the files to Salesforce by using the dataloader.io delete operation. 1. From Setup, in the Quick Find box, enter Static Resources and select it. 2. From Setup, in the Quick Find box, enter Dataloader.io and select it. 3. Click **Launch dataloader.io** and login with your org credentials. 4. In dataloader.io, go to New Task and click **Delete**. 5. Upload the CSV files you want to delete from the RetailRepositoryData/Upgrade/236 folder. | File name | sObject API Name | | --- | --- | | Mobile\_App\_Picklist\_Mapping\_Extension\_-\_DELETE\_238.csv | Sync\_Mobile\_App\_PL\_Map\_Ext\_\_c | | Order\_Item\_Order\_Template\_Association\_-\_DELETE\_238.csv | Order\_Item\_Order\_Template\_Association\_\_c | | Order\_Template\_Product\_Selector\_Group\_-\_DELETE\_238.csv | Order\_Template\_Product\_Selector\_Group\_\_c | | Order\_Template\_-\_DELETE\_238.csv | Order\_Template\_\_c |