> For the complete documentation index, see [llms.txt](https://docs.sharinpix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sharinpix.com/forms/salesforce-integration/form-template-deployment-or-migration.md).

# Form Template Deployment (or Migration)

[SharinPix Form Templates](/forms/form-elements/sharinpix-form-template-editor.md) can be migrated from one Salesforce org (for example, a sandbox) to another Salesforce org (for example, a production org). This is useful when a Form Template has been built and tested in a sandbox and needs to be deployed to production.

There are two ways to deploy a Form Template between Salesforce orgs:

* [Deploy Using the SharinPix Salesforce CLI Plugin](#migrate-using-the-sharinpix-salesforce-cli-plugin)
* [Deploy Manually](#migrate-manually)

### Deploy Using the SharinPix Salesforce CLI Plugin 

The SharinPix Salesforce CLI Plugin syncs SharinPix forms between a Salesforce org and files on your computer. Use it to pull a Form Template from your sandbox and push it to production. This method is recommended when deploying multiple Form Templates or repeating the migration as part of a deployment process.

For step-by-step instructions, see [SharinPix Salesforce CLI Plugin](https://docs.sharinpix.com/documentation/cookbook/sharinpix-salesforce-cli-plugin).

### Deploy Manually 

For a single Form Template, copy the JSON from the Advanced Settings in the source org and paste it into a new Form Template record in the target org.

1. Open the Form Template in your Sandbox and go to Advanced Settings.
2. Copy the Form Template JSON.
3. In Production, create a new Form Template record. You can keep the same name for the template.
4. Paste the same JSON into the new Form Template.

<figure><img src="https://2647402409-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FrRD1Xcn9HtKcyfQ9Ghyk%2Fuploads%2FVWbQalNQOvFlKdqk8mEy%2FCopy%20of%20DOC%20SF%20-%201920%20x%201080%20(1).png?alt=media&amp;token=6f8beb7e-aa36-4a32-8858-c294d212c694" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
The manual method works well for a single, occasional deployment. If you need to migrate multiple Form Templates or repeat the migration regularly, use the SharinPix Salesforce CLI Plugin instead.
{% endhint %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.sharinpix.com/forms/salesforce-integration/form-template-deployment-or-migration.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.