---
schema_version: "1"
id: 2781d9500bd858ac27dfec65bad338dbc57439c9fcd11d6e63c6fe3ce66ea63e
title: Migrate Templates Across Salesforce Environments
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/260-0-0/rn_sf_contracts_template_migration.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_sf_contracts_template_migration.htm&release=260&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8bb3440b3ac5ac4c1619d54558362040669ca6f85f55bad2755f5190944b1fbe
description: 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.
products:
  - Cross Cloud Packages Solutions
release: "260"
---
# Migrate Templates Across Salesforce Environments

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.

#### See Also

- [_Salesforce Help_: Considerations When Migrating Microsoft 365 Word Templates Across Environments](https://help.salesforce.com/s/articleView?id=ind.sf_contracts_migrate_ms_templates.htm&type=5&language=en_US)