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Hi Team,

 

I create docusign gen template in salesforce sandbox and to migrate the Gen Template from Salesforce Sandbox to Production.

I want to know How to Migrate docusign Gen Template from Salesforce Sandbox to Production.

Is it possible or not?

Please help me to solve the issue.

4 Antworten
  1. 12. Dez. 2025, 23:34

    @Harsha Shashikanth I'm no longer actively responsible for our DocuSign integration, but I never did find any tools to help or improved recommendations.  What I ended up doing was manually creating a template stub in the UI so IDs and all the right relationships were created natively.  Then surgically updating hard parts like all the configured fields via SOQL on the Salesforce objects directly for the new template records (either copy\paste in dev console or bulk upload).  Improved the time spent and uncertainty in the release but you better believe I thoroughly worked out my process between 2 sandboxes first before trying between sandbox and prod!  Good luck.

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