Transfer Email Templates and Printables from Dev instance to production

Hello Fulgen, 

 

Here is an example how to transfer the email template,

you shoukd just do it similarly:

1.For example I has first instance localhost:8001

I have created a template "Test" in lookup "Email templates" http://prntscr.com/n7t0if

2.Now the task is to correctly bind the template to the package EmailTemplatesTest

Binding can be added by pressing Add button http://prntscr.com/n7t2r5

3. Select object email message template and press OK http://prntscr.com/n7t5am

4. Setup the filter that will choose the correct records http://prntscr.com/n7t60h

For example, in my case, the record with specified Id will be bounded to the package http://prntscr.com/n7t6kd

(You can check what records meets the filter by pressing "Display data" button)

5. After template is binded, you should export package to the archive http://prntscr.com/n7t7sp

6. Install the package to another instance in installed applications section http://prntscr.com/n7tf5a 

7. Now the template is successfully transfered http://prntscr.com/n7thai 

FYI: If you will have problems with non english templates, try to bind to the package Email template localization object http://prntscr.com/n7t9es



Best regards,

Alex