Sandbox to Production Migration

Published on February 10, 2026 DRTE

Migrating Doc Template Document Sections from Sandbox to Production

Use the Document Section Export/Import utility to move every document section of a Doc Template from your Sandbox to Production in one pass. Sections are exported to a .json file and imported into a new Production template, preserving the original HTML content and display order.

Key Benefits

Consistency: Ensures the template in Production is a 1:1 match with the version tested in Sandbox.
Efficiency: Migrates multiple document sections simultaneously rather than one by one.
Safety: Allows for local backups of complex document structures.

Quick Overview

Phase	Environment	What You Do
Setup	Both	Add the Document Section Export/Import component to the template record page
Phase A	Sandbox	Export sections to a .json file
Phase B	Production	Create a new, empty Doc Template record
Phase C	Production	Import the .json file and verify the sections

Setup: Adding the Migration Utility

If the migration tool is not visible on your template record page, follow these steps:

Edit Page: Click the Gear icon and select "Edit Page" to open the Lightning App Builder.
Add Component: Locate the Document Section Export/Import component in the left-hand sidebar.
Placement: Drag and drop the component onto the record page (typically in the right-hand sidebar).
Save: Save and Activate the page.

Lightning App Builder with the Document Section Export/Import component

Adding the Document Section Export/Import component in Lightning App Builder.

Step-by-Step Migration Process

Phase A: Exporting from Sandbox

Login: Access your Sandbox environment.
Select Template: Navigate to the specific Doc Template record you wish to migrate.
Export: In the migration utility, click Export Sections.
Download: The system will generate and download a .json file containing all document sections to your local system.

Export Sections button in the Sandbox migration utility

Exporting document sections from the Sandbox Doc Template record.

Phase B: Preparing Production

Login: Access your Production environment.
New Record: Create a new Doc Template record.
Name & Save: Give the template the appropriate Name and Category, then click Save.

Note: The new record will initially show "0 document sections". This is expected until the import is complete.

New Production Doc Template record showing 0 document sections

The newly created Production Doc Template record before import.

Phase C: Importing to Production

Initiate Import: Click Import Sections on the new Production record.

Import Sections button on the Production record

Starting the import with the Import Sections button.

Select File: Choose the .json file you previously exported from the Sandbox.
Monitor Progress: The utility will display the import progress (e.g., "Importing section 9 of 22...").

Import progress indicator

Import progress shown while sections are created.

Verify: Once complete, navigate to the Related Tab to confirm that all sections have been successfully migrated with their original HTML content and display order.

Related tab listing the imported document sections

Imported document sections listed on the Related tab.

Success: The migration is complete when every section from the Sandbox template appears on the Production Related tab with its original content and display order.

Troubleshooting & Best Practices

Active Status: After importing, verify the Is Active checkbox for each section in the Related list to ensure they are ready for use.

Display Order: The migration utility preserves the Display Order (starting from 0), ensuring your document structure remains intact.

Knowledge Article Number: KA-00104