To copy a policy from one Salesforce org (the source org) to another (the target org), the steps are as follows:

  1. (if necessary) Delete the policy from the target org
  2. Export the policy from the source org
  3. Import the policy into the target org

Each step is described in more detail below.

NOTE: if the policy structure has not changed (no columns or tables added or removed) but you have only modified the rules, you can also just download the policy as Excel in the source org, then upload it as a new version in the target org.

Delete the policy from the target org

This step is only required if an older version of the the policy you are looking to import already exists in the target org, as that would cause the import to fail. The old copy must first be deleted, as follows:.

  1. Log in to the target org
  2. Navigate to the detail page for the obsolete policy version
  3. Optionally, either to keep a backup of the existing policy, you can do one or both of the following:
    1. Clone the policy in the target org

      Then give it a different name, optionally add some notes, and click "Clone"
    2. Download a copy of the business rules in spreadsheet format (from the Version History list)
  4. Click "Delete"
  5. Confirm you want to permanently delete the policy
    *** Please make 100% sure you are in the target org before deleting the policy. This step is not reversible ***
  6. Important note: if you have many policy execution records related to the policy, the delete will fail due to Salesforce limitations. This situation can be prevented using the scheduled execution record cleaner included with the app, which we strongly recommend. Please see this article for instructions on its use. 

    If you need to clean out records on a one-time basis, there are several options:

    1. Using the Truncate option
      Use with caution as this will delete ALL execution records for ALL policies.
      As of now the Truncate option is only available in Classic

    2. Using Dataloader or a similar tool

    3. Using various AppExchange apps

Export the policy from the source org

  1. Log in to the source org
  2. Navigate to the detail page for the policy you want to copy
  3. Select Export Policy

    If you don't see the Export Policy button, your Salesforce administrator will need to add it to the Page Layout
  4. Copy the Authorization code

Import the policy into the target org

  1. Log in to the target Salesforce org
  2. In the target org, navigate to the Business Policies tab of the Decisions on Demand app
  3. Scroll down to the Import Business Policy section at the bottom of the page, then click Import Policy 
  4. Paste the authorization code into Authorization Token text area
  5. Click the Validate Token button 
  6. Change the name if applicable, then click Import Policy
  7. The new policy will be created
  8. Edit the policy as needed
    The imported policy is initially created as a draft version so that you can make necessary changes, for instance adjusting user names which may differ between the orgs
  9. Commit and Activate the policy
    Once the policy is ready for use, click the Commit button, provide a version label, then choose Commit and Activate
  10. Set up trigger activation
    If you are using triggers to invoke your policy, you will need to configure them as described in How do I set up a trigger to call a business policy?