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            Prepare a Context Definition Package from Source Organization

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            Prepare a Context Definition Package from Source Organization

            Create a new package with your context definitions, or upload an existing package with their associated context definitions to reuse them in other organizations. When creating a context definition package, the custom objects and fields associated with the context definition are automatically included in the package.

            Required Editions

            Available in: Lightning Experience
            Available in: Developer, Enterprise, Professional, and Unlimited editions for Industries clouds where Context Service is enabled
            User Permissions Needed
            To create a new package: Context Service Admin
            To upload an existing package: Context Service Admin

            Create a Context Definition Package

            1. From Setup, in the Quick Find box, enter Package Manager, and then select Package Manager.
            2. Click New.
            3. In the Create a Package window, give your package a name and, choose to add details in the optional Description field.
            4. Save your changes.
            5. In the Package Detail window, select the Components tab and click Add.
            6. Select a Component Type. You can select one or more component names from the displayed list.
            7. Click Add to Package.
            8. On the Package Detail page, click Upload.
            9. Enter a Version Name. Edit the Version Number or use the auto-populated value. If needed, enter a description and set a password to protect the package.
            10. Click Upload.

            Upload an Existing Context Definition Package

            1. From Setup, in the Quick Find box, enter Package Manager, and then select Package Manager.
            2. From the Package List, select a package.
            3. Select one or more components from the list and click Add.
            4. Select a Component Type. You can select one or more component names from the displayed list.
            5. Click Add to Package.
            6. On the Package Detail page, click Upload.
            7. Enter a Version Name. Edit the Version Number or use the auto-populated value. If needed, enter a description and set a password to protect the package.
            8. Click Upload.
             
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            Salesforce Help | Article