Sandbox to Production Migration

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.

Setup: Adding the Migration Utility

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

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

Step-by-Step Migration Process

Phase A: Exporting from Sandbox

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

Phase B: Preparing Production

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

• Note: The new record will initially show "0 document sections".

Phase C: Importing to Production

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

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

1. 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.

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.