When installing the Consumer Goods Cloud managed packages for the first time, upload retail execution data to Salesforce for a route sales user persona using an Apex class.
Required Editions
|
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled |
| User Permissions Needed | |
| To upload route sales user configuration data: |
CGCloud Business Admin OR CGCloud Retail Business Admin |
Important Perform these steps only if 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.
Make sure to upload demo data for Retail Execution 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 required and demo data for the route sales user persona in Consumer Goods
Cloud, use this Apex code:
cgcloud.PostInstallRoutSlsDemoDataEndPoint.installDemoData(); -
Click Execute.
Salesforce creates a series of jobs. This step uploads required data coupled with demo data and can’t be segregated. For details about the uploaded data, see Static Resource Files.
To monitor the jobs, from Setup, find and select Apex Jobs.