Considerations for Production and Sandbox Templates

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