--- schema_version: "1" id: e124eafea294f228bf64781029dad5bdf046576f94fa11f66a4dd2586db567b6 title: Migrate Context Rules Between Environments collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_migrate_context_rules_between_environments.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_migrate_context_rules_between_environments.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: bb9a63d56faab60da1b94db38dd5cbfd23cbb706c239014ecafe8399fa06384a description: You can migrate context rules from one environment to another, for example from a Sandbox environment to a Production environment. products: - Communications - Media - Energy and Utilities release: "264" --- # Migrate Context Rules Between Environments You can migrate context rules from one environment to another, for example from a Sandbox environment to a Production environment. You can also migrate context rules using IDX Workbench. See The migration process migrates all data related to context rules, including: - Functions - Context Actions - Context Dimensions - Context Scopes - Object Level Rules - Rule Sets You can migrate context rule data using the DataPack Export functionality, which is invoked by the URL to the **DataPack Home** Visualforce page. The following input parameters must be appended to the URL: - DataPack name \[ Rule | ContextDimension \] - Record ID for a rule or context dimension For example: `apex/DataPacksHome?exportDataPackType=&exportData=` Example URL for context rule export: `apex/DataPacksHome?exportDataPackType=Rule&exportData=a2b46000000dsxM` Example URL for context dimension export: `apex/DataPacksHome?exportDataPackType=ContextDimension&exportData=a3441000000S5BA` You must export each context rule and context dimension individually. Once exported, you can create a multi-pack to bulk import all context rules and context dimensions at the same time. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/images/icon_note.png) Note At this time, the export of multiple context rules or context dimensions is not supported. To migrate context rules, perform the following tasks: 1. [Export Context Rules](https://help.salesforce.com/s/articleView?id=ind.comms_migrate_context_rules_between_environments.htm&release=264.0.0&type=5 "You must export each context rule individually as a JSON file. After exporting all rules, you can bulk import them to another environment using a DataPack.") 2. [Export Context Dimensions](https://help.salesforce.com/s/articleView?id=ind.comms_migrate_context_rules_between_environments.htm&release=264.0.0&type=5 "You must export each context dimension individually as a JSON file. After exporting all context dimensions, you can bulk import them to another environment using a DataPack.") 3. [Create a MultiPack](https://help.salesforce.com/s/articleView?id=ind.comms_migrate_context_rules_between_environments.htm&release=264.0.0&type=5 "Once you have exported all context rules and context dimensions, to import all rules and dimensions to another environment at the same time, create a multipack.") 4. [Import the MultiPack with Context Rules and Context Dimensions to a Different Environment](https://help.salesforce.com/s/articleView?id=ind.comms_migrate_context_rules_between_environments.htm&release=264.0.0&type=5 "Once you have created a multipack with Context Rules and Context Dimensions, you can import it to a different environment.") ## Export Context Rules You must export each context rule individually as a JSON file. After exporting all rules, you can bulk import them to another environment using a DataPack. This task is a step in the [Migration of Context Rules Between Environments](https://help.salesforce.com/s/articleView?id=ind.comms_migrate_context_rules_between_environments.htm&release=264.0.0&type=5 "You can migrate context rules from one environment to another, for example from a Sandbox environment to a Production environment.") process. 1. In the **All Tabs** page, click the **Vlocity Rules** link. 2. Create a view that displays only context rules. 3. Click the name of a rule you wish to export. 4. In the browser URL line, copy the ID of the context rule. ![The context rule Id is in the browser URL following the org hostname.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/resources-product/images/context_rules_migration.jpg) 5. Append the ID to the rule export URL. The URL format is: ``` https://hostname/apex/DataPacksHome?exportDataPackType=Rule&exportData=ContextRuleId ``` For example: ``` https://acme.visual.force.com/apex/DataPacksHome?exportDataPackType=Rule&exportData=a2I41000001qPRd ``` ![Figure is described in the preceding text.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/resources-product/images/context_rules_migration2.jpg) 6. Click **Enter**. The **Export DataPack** dialog box appears. ![The Export DataPack dialog lists a Rule and an EntityFilter.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/resources-product/images/context_rules_migration1.jpg) 7. Click **Next**, **Next**. 8. Enter the name for the context rule. 9. Click **Done**. A JSON file is downloaded to your Downloads folder. 10. Repeat Steps 1 - 9 for each additional context rule you wish to export. ## Export Context Dimensions You must export each context dimension individually as a JSON file. After exporting all context dimensions, you can bulk import them to another environment using a DataPack. This task is a step in the [Migration of Context Rules Between Environments](https://help.salesforce.com/s/articleView?id=ind.comms_migrate_context_rules_between_environments.htm&release=264.0.0&type=5 "You can migrate context rules from one environment to another, for example from a Sandbox environment to a Production environment.") process. 1. In the **All Tabs** page, click the **Vlocity Context Dimensions** link. The **Vlocity Context Dimensions** pages displays all existing context dimensions. 2. Click the name of a context dimension you wish to export. 3. In the browser URL line, copy the ID of the context dimension. ![The context dimension Id is in the browser URL following the org hostname.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/resources-product/images/context_dimention_migration.jpg) 4. Append the ID to the rule export URL. The URL format is: ``` https://hostname/apex/DataPacksHome?exportDataPackType=ContextDimension&exportData=ContextDimensionId ``` For example: ``` https://acme.visual.force.com/apex/DataPacksHome?exportDataPackType=ContextDimension&exportData=a3441000000S5BA ``` ![Figure is described in the preceding text.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/resources-product/images/context_dimention_migration1.jpg) 5. Click **Enter**. The **Export DataPack** dialog box appears. ![The Export DataPack dialog lists a Context dimension and a Context Scope.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/resources-product/images/context_dimention_migration2.jpg) 6. Click **Next**, **Next**. 7. Enter the name for the context dimension. 8. Click **Done**. A JSON file is downloaded to your Downloads folder. 9. Repeat Steps 1 - 8 for each additional context dimension you wish to export. ## Create a MultiPack Once you have exported all context rules and context dimensions, to import all rules and dimensions to another environment at the same time, create a multipack. This task is a step in the [Migration of Context Rules Between Environments](https://help.salesforce.com/s/articleView?id=ind.comms_migrate_context_rules_between_environments.htm&release=264.0.0&type=5 "You can migrate context rules from one environment to another, for example from a Sandbox environment to a Production environment.") process. 1. In the source environment, the All Tabs page, click the Vlocity DataPacks link. For each context rule and context dimension, a data pack is created and listed in the Vlocity DataPacks page. Use the **Last Modified** column to view a list of recently created datapacks. 2. Click each data pack you wish to import to expand it and select the checkbox. ![The Vlocity DataPacks page lists Context Dimension and Rule DataPacks. Each is expanded and its component check boxes are checked.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/resources-product/images/context_rules_migration3.jpg) 3. Click **Create MultiPack**. 4. Enter the name for the multipack and click **Next**, **Next**, and **Done**. A JSON file with the same name is created and downloaded to your Downloads folder. ## Import the MultiPack to a Different Environment Once you have created a multipack with Context Rules and Context Dimensions, you can import it to a different environment. This task is a step in the [Migration of Context Rules Between Environments](https://help.salesforce.com/s/articleView?id=ind.comms_migrate_context_rules_between_environments.htm&release=264.0.0&type=5 "You can migrate context rules from one environment to another, for example from a Sandbox environment to a Production environment.") process. 1. In the source environment, the **All Tabs** page, click the **Vlocity DataPacks** link. 2. Click the **Installed** tab. 3. Click **Import From File**. 4. Browse to the location of the multipack JSON file, which is located in the Downloads folder by default. 5. Select the file. 6. Click **Next**, **Next**, **Next**, and **Done**.