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Drawloop - DocGen Package Migration

Topic

How To Migrate DocGen Package from one Salesforce environment to another.

What does and does not migrate?

 

Instructions

We recommend the user migration for both environments is a System Admin. This will allow all the correct permissions when checking the migration.

 

Please review the Documentation below:
1. https://help.nintex.com/en-US/docgensf/Troubleshooting/MigrateDocGenPackages.htm

2. https://help.nintex.com/en-US/docgen/docservices/#docgen-sfdc/Services/manageDDP/MigrateDDPs.htm

3. Unable to Migrate Document Packages from One Environment to Another

 

Additional Information

Note: Currently, migration is only supported in Salesforce Classic.

 

What does not migrate?

  • Org-wide emails: These will need to be reassociated on the delivery option as the org-wide email reference Id is different in each org.
  • Email templates: These will need to be reassociated on the Delivery Option as the Template Id is different in each org.
  • Form Field defaults: These will need to be reassociated to the desired fields.
  • Custom Fields: Fields that do not exist in the destination org.
    • Note: This is important for DocGen Relationships. If a relationship is filtered on a field that does not exist in the destination org, The migration will fail.
  • Salesforce Reports: Reports that do not exist in the destination org. If they exist and have the same name, the migration should be successful.
  • Component Group Images: Images that are not publicly linked, will not migrate. Reassociate the Images after the migration.

 

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Last update:
‎03-23-2022 06:45 AM
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