When installing the Consumer Goods Cloud managed packages for the first time, use an Apex class to upload both the retail execution and direct store delivery data to Salesforce for a hybrid user persona.
Required Editions
| Available in: Lightning Experience in Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled |
| User Permissions Needed | |
|---|---|
| To upload hybrid user configuration data: |
CGCloud Business Admin OR CGCloud Retail Business Admin |
Important Perform these steps only when you’re installing the managed packages for the
first time. If you’re upgrading the managed packages, skip these steps and perform the steps
in the Static Resources for Upgrade Managed Packages
section.
Upload demo data for Retail Execution and Direct Store Delivery (DSD) before performing these steps.
- From Setup, in the Quick Find box, find and select Apex Classes.
- Click Developer Console.
- In the developer console, from the Debug menu, select Open Execute Anonymous.
-
To upload the data, use this Apex code:
cgcloud.PostInstallHYBRIDDemoDataEndPoint.installDemoData();. -
Click Execute.
A series of jobs to run are created. This step uploads required data coupled with demo data and can’t be segregated. See Static Resource Files for details on the uploaded data.
To monitor the jobs, from Setup, in the Quick Find box, find and select Apex Jobs.