Upgrade guide — v19 to v20 — POS
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Review this section if you use StoreConnect point of sale (POS) features.
Salesforce package changes
Review: New POS objects
Version 20 adds five new objects to support POS layout management, quick actions, and custom views. Permissions are already included in the standard StoreConnect permission sets — no manual permission assignment is needed for the out-of-the-box sets.
| Object | Purpose | Standard permission sets |
|---|---|---|
Pos_Action_Group__c |
Groups POS action items into configurable menus | Administrator, Sync |
Pos_Action_Item__c |
Individual actions within a POS action group | Administrator, Sync |
Pos_Layout__c |
Defines POS terminal layout configurations | Administrator, Sync |
Pos_Layout_Field__c |
Individual fields within a POS layout | Administrator, Sync |
Pos_View__c |
Custom view configurations for the POS terminal | Administrator, Sync |
See POS Action Group Object Reference, POS Action Item Object Reference, POS Layout Object Reference, POS Layout Field Object Reference, and POS View Object Reference for full field details on each object. If you have custom permission sets, assess whether those sets should include access to the new objects.
Review: Pos_Action_Item__c field names
Several Pos_Action_Item__c fields were added and renamed during the v20 development cycle. Since these objects are new in v20, you’ll be unaffected if you’re upgrading now from v19. But if you are upgrading from one v20 to another v20 version, and you are building new automation or integrations against Pos_Action_Item__c, use the current API names in the table below. See POS Action Item Object Reference for the full field reference.
| Deprecated API name | Current API name |
|---|---|
Label__c |
Display_Name__c |
Parent_Action_Group_Id__c |
Parent_Pos_Action_Group_Id__c |
Child_Action_Group_Id__c |
Child_Pos_Action_Group_Id__c |
Next_Action_Item_Id__c |
Next_Pos_Action_Item_Id__c |
Behavior changes
Review: POS Dashboard renamed to Home
The POS main screen is now called Home. Update any internal documentation or training materials that refer to the POS Dashboard. See Set up POS for current POS setup documentation.
Review: Returns and refunds
The returns mechanism has been reworked with UI improvements and better offline support. Returns can now be initiated when the terminal is offline. See Item returns - refund and exchange at POS for the current returns process.
- After upgrading, test a return transaction to confirm the mechanism works as expected in your environment.
- Note that returns no longer increase the Available to Sell quantity on products. See Upgrade guide — v19 to v20 — E-commerce for details on adjusting inventory.
Review: Line item and order level discounts
The discount model for both line item and order-level discounts has been reworked. See Adjust prices at the POS checkout for current discount documentation.
- After upgrading, test your discount scenarios (line item and order level) to confirm expected behavior.
- If you have automation or custom flows that interact with POS discounts, review those workflows against the updated model.
Review: Offline deletion sync
When the POS comes back online after a period offline, it now fetches and processes record deletions from the server and removes them from the local IndexedDB cache. This keeps the local dataset consistent with Salesforce after connectivity is restored.
No configuration is required. If you have custom offline behavior that depends on deleted records persisting in the local cache, review that behavior after upgrading.