Migrate from Sandbox to Production

It is always best practice to test in a sandbox. This includes testings apps such as HelloSign for Salesforce. Once you have properly tested and verified functionality is working correctly there are a few steps to migrate functionality from a sandbox to your production environment. To complete this migration follow the steps below:

STEPS to Connect to Production

1. Disconnect HelloSign account from Sandbox in HelloSign settings
2. Connect HelloSign account to Salesforce production environment
3. Assign permission sets and modify page layouts either manually or via a change set from your sandbox.

STEPS to Transfer HelloSign Templates

1. Use a Salesforce export tool to pull the HelloSign Template records (HelloSign__Template__c) from your sandbox that you want in production.
2. Use a Salesforce export tool to pull the HelloSign Signer Role records (HelloSign__SignerRole__c) from your sandbox that lookup to the templates you are migrating.
3. Insert the HelloSign Template records into production.
4. Inserting HelloSign Template records will create a success csv file which contains the newly inserted record IDs.
5. On your HelloSign Signer Role export file replace the HelloSign Template lookup ID filed with the record IDs on the success csv file. A vlookup formula using the sandbox record IDs will allow you to map the new ids to the correct records.
6. Insert the HelloSign Signer Role records (with newly mapped Template lookup IDs) into production.