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Deploying templates
Facilitate your deployments between 2 environments via our import/export tools
Prerequisites
✓ Have a Gonexa App account (§If not, see "Creating an App account")
✓ Have the "Gonexa Doc Admin permission sets" assigned in both the source and target environments
✓ Have connected at least 2 environments to the App (2 sandboxes or 1 sandbox + 1 production)
✓ Have at least 1 document template present in an environment
Why use a "Deployment Tool"?
What is it for?
Gonexa configuration cannot be deployed using a change set or a standard deployment tool because it does not involve deploying metadata.
A document template is configured using data (entered in the "Template Name," output format, versioning policy, etc. fields) as well as the file containing the tags.
If you had to deploy this without a specific tool, you would need to export the data and the file, then recreate the links in the new environment. This is why we developed a tool that allows you to export from one side and import into the new environment in just a few clicks.
App connection
- In your Salesforce environments, go to the “Gonexa Administration” tab
- Click on “Access to the App” or go directly to the URL: https://app.gonexa.fr/
- Go to the training module “Creating an App Account”
Deploying templates
- On the Deployment tab, choose a source environment and a target environment from the selection listDoc, puis Déploiement. Choisissez un environnement source et un environnement cible via la liste de sélection
- The list of templates appears, select the template (s) you want to deploy
- Click on “Deploy templates”
- A success message tells you that the templates have been successfully deployed
- You can check in Salesforce that the templates are present and ready to use
It is possible to deploy the templates on a production or a sandbox.
Tip
If you repeat the operation, the deployment updates existing templates; it does not create duplicates if the templates are the same.