Step by Step Guide to getting started with Retail Execution
If you are brand new to Retail Execution as a Salesforce Partner, follow the steps below to get started on your journey.
Step 1 - Join the Partner CommunityThe Partner Community provides you with access to other partners so you can share information, receive product updates, get notifications about upcoming releases and participate in events. It’s also your gateway to the Partner Learning Camp.
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Contact your company’s Partner Community administrator and request access to the Partner Community
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Complete the Salesforce Partner Community Trailhead module to learn about the Partner Community
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Login to the Salesforce Partner Community
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Join the CG Cloud: Retail Execution (REX) Experts Community
Step 2 - Access the Partner Learning CampThe Partner Learning Camp self-paced courses help partners prepare for the Accredited Professional exams. To access the Partner Learning Camp:
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Go to the Partner Community
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Click the “Learn” tab
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Click the “Start Learning” button on the Partner Learning Camp tile
Step 3 - Review the Fundamentals for Consumer Goods Cloud Retail Execution (REX)To learn about Retail Execution including implementation considerations, its objects, fields and limitations please review our key resoures:
Step 4 - Complete Trailheads and Partner Learning Camp CoursesUtilizing the Partner Learning Camp (PLC), partners can learn the basics of the Consumer Goods Cloud, Retail Execution product and its capabilities to help prepare for implementation projects and Accredited Professional Partner Exam (currently CG Cloud AP Exam is based on original base model).
The PLC curriculum provide an understanding of the features and capabilities, the data model supporting it and the setup and customization process for it. This covers the Enhanced model overview and benefits, the data model, Customization use cases, Retail Execution Analytics and Modeler Installation (to be updated to VS Code base modeler as we are sunsetting Windows Server Based modeler) and Updates.
The Get To Know courses dive into the capabilities of Salesforce Consumer Goods Cloud Retail Execution and are a great way to learn the product from the ground up. The Technical Journey path outlines key PLC Curriculum and Trailhead Modules to get a head start in learning:
Technical Learning Journey - Retail Execution (REX)
Step 5 - Take the Accredited Professional Credential ExamsThe Consumer Goods Cloud Accredited Professional AP Credential is based on the original base model of Consumer Goods Cloud so it will not test partners on their proficiency of the recommended Enhanced Data Model and features.
Consumer Goods Cloud Accredited Professional | Exam Guide | Registration
Step 6 - Attend Implementation Expert Workshops - Virtual & LiveAttend workshops to augment your implementation expertise and advance your knowledge parallel to product releases. Workshops are primarily promoted through our Alliances & Channels team directly to partners however we will periodically share upcoming Retail Execution Workshops on the Partner Events Calendar. Workshop attendance and Quiz completions will earn partners credit towards their designation in our official Navigator Partner Program. |