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            Migrate Your Sandbox Templates to Production

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            Migrate Your Sandbox Templates to Production

            After you finish testing your templates in sandbox and get feedback from your pilot users, update your templates to work in your Salesforce production org.

            Required Editions

            Available in: Lightning Experience
            Important
            Important Mail merge syntax can be different in your sandbox and production orgs. Check your available fields in both to make sure that they line up and change as necessary.
            1. To move your sandbox templates to a new Production Templates folder in Quip, navigate to you sandbox templates folder, click Folder, then Copy Folder.
            2. Create a folder called Production Templates. By default, the folder is added to your Private folder.
            3. Redirect your Salesforce data from your Salesforce sandbox org to your production org.
            4. Open the template.
            5. To update the template for the Salesforce Record live app:
              1. Click Salesforce Record, and then Configure Template Record.
              2. Click the Salesforce Org dropdown.
              3. Change it from your sandbox org to a production Salesforce org.
            6. To update the template for the Salesforce List live app:
              1. Click Salesforce List, and then Configure Template Related List.
              2. Click the Salesforce Org dropdown.
              3. Change it from your sandbox org to a production Salesforce org.
            7. To update the template for a non-templated list view:
              1. You must reselect a list view from your production Salesforce org, because the live app is pointing to a specific list view in your sandbox org.
              2. Under Salesforce List, click Select Different List View.
              3. Select a list view.
              4. Click the Salesforce Org dropdown.
              5. Change it from your sandbox org to a production Salesforce org.
            8. To update the template for a Salesforce report or Salesforce Template Data Mention, you must delete the Salesforce report or the Salesforce Template Data Mention, and reselect them from your Salesforce production org. You can't update them directly, because reports and Salesforce Template Data Mention point directly to your sandbox,
             
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