Move Microsoft 365 document templates between Salesforce orgs while preserving clause references and section-level access controls. For example, move templates from a sandbox to a production org. This process helps maintain template integrity across orgs and environments. Before migrating templates, use a data migration tool to transfer the clause records, clause versions, and profile data to the target org. After you migrate the template, the built-in key mapping aligns the clause and profile references with the corresponding clause records in the target org.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions of Agentforce Revenue Management, formerly Revenue Cloud, with the Revenue Cloud Advanced license, or with the Salesforce Contracts license.