New Feature Alert! This feature are part of the July 2023 Release and will be available in Sandboxes and on the AppExchange on July 11. Existing customers' production instances will be automatically upgraded to the version of TaskRay containing these features on July 25.
Template Migration makes it easy to move Templates - new or versioned iterations - between Salesforce environments, so you can follow your change management best practices with ease!
- Export Templates: Whether a brand new Principal Template, or a version of an existing Template, you'll be able to export a JSON file of the data from whatever Salesforce environment you're working in.
- Import Templates: Import your JSON file into any Salesforce org, and utilize a simple wizard experience to auto-match versions to existing Templates, or create brand new Templates.
Enjoy a streamlined Template iteration process that frees up your Sys Admin's time spent migrating data between orgs!
For a detailed overview of all new package components, checkout the July 2023 Release Notes.
Documentation for all new features/changes to existing features: