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X-Author for Migration Manager

Guidelines for Migrating Versioned Templates in X-Author Migration Manager

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Migrating versioned templates

Migrating versioned templates between organizations requires careful planning and execution. This task outlines the steps necessary to use the X-Author Migration Manager to migrate templates with versioning from one Salesforce Org to another. By following these steps, you will be able to create a new migration configuration, connect to the source and target orgs, filter the templates to be migrated, and save your configuration for the migration process.

To migrate versioned template
  1. Launch X-Author Migration Manager.
  2. Select Create a new migration configuration... and click Next.
  3. From the Migration Options page, select Migrate Templates from one Org to another and click Next.
  4. Click Authorize to connect the source org and the target org and click Next.
  5. (Optional) Select the Show mapping of fields page checkbox to view mapping of the fields from the source org to the target org.


  6. From the Filter Criteria page, use the Expression Builder to form the filter expressions and filter the templates to migrate.
    1. Choose the business object context of the template to define qualified expression fields.
    2. After you choose the business object, all of the fields in that business object automatically expand, showing you a list of the available fields to choose from. Choose the necessary fields.
    3. Each expression condition requires the identification of the field control to which the condition will apply, the operator to be used in the condition, and the value of the field where the condition shall be True.
    4. Click Add Row to add more expression conditions, where 2 or more conditions are joined in the overall expression by the Boolean operator AND.
    5. Click Show Filter Expression to view the filter expression created.
    6. Click Next.
  7. The Filter Criteria Result page displays the filtered template list. Click Next to continue the migration process.
  8. To save your current configuration, click Save and then click Finish to begin the migration.

The migration process starts and you can see the log and the progress bar.

Note:

For more details on how to migrate non-versioned templates, refer to Migrating Templates.

Salesforce
X-Author Migration Manager

January 24, 2025