Considerations for Production and Sandbox Templates: Difference between revisions
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(Created page with "== Intro == We have designed this application with support for Salesforce Sandboxes in order to allow you to easily test and deploy templates from a Sandbox to Production and to allow you to access templates in a Sandbox after refresh with minimal configuration. == Considerations == === Deploying from a Sandbox to Production === We are working on an Import Export functionality that will allow you to easily port and replicate templates between different Salesforce orgs...") |
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=== Deploying from a Sandbox to Production === | === Deploying from a Sandbox to Production === | ||
We are working on an Import Export functionality that will allow you to easily port and replicate templates between different Salesforce orgs. This is currently in development and expected in Q1 2023 | We are working on an [[Import Export Templates|Import Export]] functionality that will allow you to easily port and replicate templates between different Salesforce orgs. This is currently in development and expected in Q1 2023 | ||
=== Deploying between Different Environments === | === Deploying between Different Environments === | ||
Since templates depend heavily on the Objects and Fields structure in an org, if your target org's schema is not in sync with the source org, templates might fail to render | Since templates depend heavily on the Objects and Fields structure in an org, if your target org's schema is not in sync with the source org, templates might fail to render | ||
[[Category:3B Docs]] | [[Category:3B Docs]] | ||
Latest revision as of 07:41, 6 October 2022
Intro
We have designed this application with support for Salesforce Sandboxes in order to allow you to easily test and deploy templates from a Sandbox to Production and to allow you to access templates in a Sandbox after refresh with minimal configuration.
Considerations
Deploying from a Sandbox to Production
We are working on an Import Export functionality that will allow you to easily port and replicate templates between different Salesforce orgs. This is currently in development and expected in Q1 2023
Deploying between Different Environments
Since templates depend heavily on the Objects and Fields structure in an org, if your target org's schema is not in sync with the source org, templates might fail to render