How to move a Dynamo template from Sandbox to Production?

It is straight forward steps to move your Dynamo template file from one organization to another. However, users tend to face errors or the template doesn't work in Production as it did in Sandbox. The most comment problem that causes error in the template after deploying in Production is having different data structure between the two organizations or some part of the template still contains the old information taken from Sandbox. Follow the checklist below to avoid the errors.

Before moving template to Production

1. Ensure the similarity in data structure

Make sure that your Sandbox and Production (or the old and the new organization) have the same data model. If you have changed anything in your Sandbox before or during the creation of the template, update your Production org first.

In case your Sandbox is very different than the Production due to under development project or different testing purposes, the Production org needs to have at least all the fields used in the templates, such as

  • Fields in the template layout to get dynamic data from the CRM into the documents. For example: Heading of the document = "1. <Account.Name>"
  • Fields used as conditions to trigger the change of the content in the documents. For example: Hide the discount column in pricing table when the field <Hide_discount__c> in Salesforce is checked
  • Fields used in the template's logic or setting. For example: When end-user select the "Save" button, upload the outcome document in Salesforce with name "Offer for <Account.Name> _ Offer ID <Opportunity.Offer_ID__c>"
  • Fields and record types which are used in the Custom Buttons and Links or the Visualforce Page

If you use custom fields in the template, make sure those fields have the same API name in Sandbox and Production

2. Check the Attachments or Imported documents

If your template has attachments or imported documents, make sure you have those available in the Production org as well. In the template, you can indicate which files from Salesforce to be attached, by pointing at either the file's Title or Content Document ID. As the IDs are different in in Sandbox and Production, you will need to update the template with the correct ID. Updating ID can be done after moving the template to Production. It's good to have an overview of wherein the templates those IDs are used before the move and prepare the Production org accordingly.

  • Content Document ID: You will need to change the correct Content Document IDs in the template's tags.
  • Content Title: If you use the file's Tilte in the template, make sure all the files in Production have the exact Title
  • Library ID: If you have all the attachments in a specific Salesforce Library, you need to update the template with the Library ID in Production

3. Ensure users have the right permissions

End-users will need certain permission in Salesforce in order to use Dynamo. Make sure all the permissions are set up properly for end-users when preparing your Production org.

Move template to Production

1. Ms Office template

Open the template from sandbox (in Office, use Dynamo’s Open button)

In Dynamo Office add-in, in Dynamo ribbon, click Document

Click Show Embedded Info

From the drop-down, select Remove Repository Information and click Remove (this removes the template’s connection to the sandbox)

In the Confirm pop-up, click Yes

Click Close, and OK to close all the pop-up windows

Change your account to production from Account button

Use Dynamo’s Save As to save the template in production

2. Online template

Export the template to your computer

Log out from your Online Editor

Log in again to the Online Editor with your Production org credential

Import the *.dap file from your computer

Make change if needed

Save as a new file

Test template in Production

Ensure the URL in Custom Buttons and Links or Visualforce Page is updated, especially if there is any parameter with ID values

If there is error, double check the points mentioned in "Before moving template to Production"