Different business scenarios may require you a form migration between Salesforce orgs. For example, after you are done setting everything up in your Sandbox org, you need to turn to your Production environment. Or if you are a consultant and are preparing the Salesforce implementation for a customer, you need to publish the setup live at the end. Irrespective of the situation, 123FormBuilder provides an easy to use the migration mechanism that allows you to quickly transfer forms between different Salesforce orgs.
Firstly, it’s important for you to know that the feature is available in the My Forms section of your 123FormBuilder account for each form you are creating. The Show More menu contains a Form Migration option that allows you to move the form in the new org. In order to establish the form connection with the new org, you need a migration code that has to be generated inside it.
In order to generate your migration code, navigate to the org in which you want to migrate the form. In the section My Account, you will find a brand new section named Form Migration, under which you can:
Attention! The code generated will only be available for the time frame you have specified, and you can also delete migration codes at any point.
The final step required for the form migration is to copy the code generated in the source org and insert it in the Form Migration section of the target org. Once you will press the Migrate button, the form will be transferred to the new org.
And you are all set! To sum up, all that you need to do is generate a migration code in the target org and use it in the source org for the forms that you wish to migrate.