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Set Up and Maintain Net Zero Cloud
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            Package the Disclosures for Distribution

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            Package the Disclosures for Distribution

            You can package your disclosures to distribute to other Salesforce users and organizations, including those outside your company.

            Required Editions

            Available in: Lightning Experience
            Available in: Developer Edition
            User Permissions Needed
            To create questionnaire and Omnistudio form: Omnistudio Admin
            To create packages: Create AppExchange Packages
            1. Create a manifest file package.xml for the Omnistudio components. Here’s an example of a manifest file. 
              <?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>OMNISCRIPT_CONFIGURATION_API_NAME</members>
        <name>Omniscript</name>
    </types>
    <types>
        <members>DATA MAPPER1</members>
        <members>DATA MAPPER2</members>
        <name>OmniDataTransform</name>
    </types>
    <version>56.0</version>
</Package>
            2. Install and configure the Salesforce CLI. See Install Salesforce CLI.
            3. To create a Salesforce DX project, open a command terminal and enter this command. 
              sf project generate --name MyProject
            4. To log in to your source org, enter this command: 
              sf org login web --instance-url ORG_URL
            5. To retrieve the Omniscript components as an XML file based on the manifest file, enter this command: 
              sf project retrieve start --manifest PATH/package.xml --target-org USER_NAME
            6. Create a static resource from the Omniscripts components:
              1. From Setup, in the Quick Find box, enter Static Resources and select Static Resources.
              2. Click New.
              3. Enter a static resource name.
              4. Click Choose File to select the Omniscript XML file that you retrieved.
              5. To provide unrestricted access to the authenticated user, set cache-control to public.
              6. Save your changes.

                Verify that the static resource appears in the static resources list.

            7. Create a managed package:
              1. From Setup, in the Quick Find box, enter Packages and select Package Manager.
              2. Click New.
              3. Enter a package name and select the default language of all component labels in the package.
              4. Enter the optional values.
              5. Select Managed.
              6. Save your changes.
            8. Add components to your package.
              1. From Setup, in the Quick Find box, enter Packages and select Package Manager.
              2. Open the managed package you created.
              3. Click Add.
              4. From the Component Type dropdown, select AssessmentQuestionSetConfig.
              5. Select the components you want to add and click Add To Package.
              6. Repeat these steps for AssessmentQuestionConfig, DisclosureType, DisclosureDefinition, and DisclosureDefinitionVersion.
            9. Add static components to your package.
              1. From Setup, in the Quick Find box, enter Packages and select Package Manager.
              2. Open the managed package you created.
              3. Click Add.
              4. From the Component Type dropdown, select Static Resource.
              5. Select the static resource that you created and click Add To Package.
            10. To upload the package to AppExchange, click Upload.
            11. Enter the version name and the version number.
            12. Click Upload.
              You can use the Installation URL to install the package. See Install Unlocked Packages from a URL.

            See Also

             
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