Export and Import of Document Templates in Salesforce Orgs

Using a managed package to standardize document templates across various Salesforce orgs, including production and sandbox environments. This package facilitates the transfer of document templates by letting users to export them from a source org, such as a sandbox, and subsequently to import them into a target organization, such as production.

For example, to create a managed package, the process begins in a sandbox. After creating the package, you can upload it to AppExchange, generating a unique URL. Use the URL to install install the managed package into the production organization, ensuring a consistent user experience across various environments.

You can also use Salesforce CLI (SF CLI) or SF CLI–based tools to export and import document templates. See Salesforce CLI.

Note AppExchange packages can include up to 35,000 files with a total maximum size of 600 MB. If these limits are exceeded, the package upload or version creation fails. For more information, see Deploying and Retrieving Metadata with the Zip File.

• Export Document Templates from a Salesforce Org
  To export document templates from the source organization, ensure that the Document Templates Export setting is turned on. After enabling the setting, you can include the templates in a managed package for export. To export templates that were created before enabling the Document Templates Export setting, you must first turn on the setting, and then modify and save those preexisting templates.
• Import Document Templates into a Salesforce Org
  To import document templates into the target org, install the managed package that contains the document templates from the source org.
• Limitations of Exporting and Importing Templates
  To avoid any issues when you create and install managed package to export and import document templates in Salesforce orgs, you must be mindful of the limitations.