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            Export or Import an Omnistudio Integration Procedure

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            Export or Import an Omnistudio Integration Procedure

            Export or import Integration Procedures to use them in another org, such as when you create them in a sandbox. When exporting or importing data packs for Integration Procedures, if you encounter Apex limit errors such as heap or CPU limits, reduce the size of the data pack by unselecting dependencies during the export process. Additionally, break the data pack into multiple smaller data packs. As a best practice, we recommend including no more than 10 elements in each data pack.

            Export an Integration Procedure

            You can export an Integration Procedure by using the Salesforce CLI.

            Before you begin:

            1. From a terminal in VS Code, enter this command, and replace the variables with values for your org. 
              sf data export tree --query "SELECT IsMetadataCacheDisabled, IsTestProcedure, Description, OverrideKey, Name, OmniProcessKey, Language, PropertySetConfig, LastPreviewPage, OmniProcessType, ElementTypeComponentMapping, SubType, ResponseCacheType, IsOmniScriptEmbeddable, CustomJavaScript, IsIntegrationProcedure, VersionNumber, DesignerCustomizationType, Namespace, Type, RequiredPermission, WebComponentKey, IsWebCompEnabled,(SELECT Description, DesignerCustomizationType, Name, EmbeddedOmniScriptKey, IsActive, Type, ParentElementId, PropertySetConfig, SequenceNumber, Level, Id from OmniProcessElements) from OmniProcess where OmniProcessType='Integration Procedure' AND id='integration_procedure_id'" --target-org org_alias --plan --output-dir export_directory
              org_alias
              The org from where you’re exporting the Integration Procedure.
              export_directory
              The directory in the project where the exported JSON file is stored.
              integration_procedure_id
              The ID of the Integration Procedure that you want to export.
              Note
              Note

              Don't include isActive=true on OmniProcess when you export the Integration Procedure.

            2. Verify whether the file in JSON format is downloaded in the directory.
            3. Run the import command.

            Import an Integration Procedure

            You can import an Integration Procedure by using the Salesforce CLI.

            Before you begin, Set Up Salesforce CLI.

            From a terminal in VS Code, enter this command, and replace the variables with values for your org. 
            sf data import tree --plan ./export_directory/OmniProcess-OmniProcessElement-plan.json --target-org org_alias
            org_alias
            The alias of the org where you’re importing.
            export_directory
            The directory in the project where the exported JSON is stored.
            Note
            Note

            If the exported JSON file has isActive=true, the import operation fails.

            Export an Integration Procedure from the Designer on a Managed Package

            If you're using the designer on a managed package, you can export an Integration Procedure from the Integration Procedure Home page.

            1. From the App Launcher, find and select Omnistudio Integration Procedures.
            2. Select the version of the Integration Procedure that you want to export.
            3. Click download.
            4. Select the item to export, and click Next.
            5. Review the item to export, and click Next.
            6. If needed, update the Name and Description.
            7. To store the data pack and access it later from the Omnistudio DataPacks tab, select Add to Library.
            8. To download the data pack to your computer, select Download.
            9. Click Done.

            Import an Integration Procedure to the Designer on a Managed Package

            If you're using the designer on a managed package, you can import an Integration Procedure from the Integration Procedure Home page.

            1. From the App Launcher, find and select Omnistudio Integration Procedures.
            2. Click Import.
            3. Click Browse, select a data pack from your computer that you want to upload, and click Open.
            4. Click Next.
            5. Select the item to import, and click Next.
            6. Review the item to import.
            7. Click Next and then Done.
             
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