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.


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, download a copy of the business rules in spreadsheet format (from the Version History list)
    This is only needed if you would like to preserve a copy of the rules from the target org
  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 ***

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

Note:  the policy initially only has a draft version -- you will need to Commit and Activate it before use