Importing and Exporting Rules

If you have created rules in one Salesforce organization and want to use them in another organization that has ClickLink installed, you can do so by exporting the rules as a JSON file and then importing them to the other Salesforce organization.

Note:

The objects and fields that your rules use must exist in the organization to which you want to import them.

Header and line-level rules must be exported and imported together, as they reference each other.

When you export a ClickLink rule, any child rules, mappings, relationships, buttons and jobs that belong to the rule are also exported.

The maximum number of rules that you can import or export in one go is 100.

Exporting Rules

To export rules from an organization:

1. Log in to the Salesforce organization that contains the rules that you want to export rules from.
2. Click the ClickLink Rules tab.
3. Select the checkboxes of the rules that you want to export.
4. Click Export Rule.
5. To download the rules as a JSON file, click Download.
6. When the Opening ClickLinkRuleExport.json popup appears, select Save File then click OK.

Note:

The JSON file is saved to your Internet download folder.

Importing Rules

To import ClickLink rules in a JSON file:

1. Log in to the Salesforce organization that you want to import the ClickLink rules to.
2. Click the ClickLink Rules tab.
3. Click Import Rule.
4. Click Browse to locate the JSON file that contains the ClickLink rules you want to import.
5. Click Import.