Create and publish a package

NOTE
You can import packages only into other development sandboxes. Once you make all the necessary changes or updates, then you can import the assets or packages from those development sandboxes into production. You cannot import directly from the Use Case Playbooks sandboxes to production.
  1. To import objects from the inspirational sandbox into another sandbox, browse to a desired instance of a use case playbook, and select Publish to a different sandbox to export the artifacts as a package.

    GIF showing the different use case instances

  2. Once you select the Publish to a different sandbox button, a modal appears. Fill in the name and optional description and select Create. This step bundles the generated assets into a package that can be imported into a different sandbox.

    A modal for creating a package

  3. Navigate to the Sandboxes page in the left side navigation and select the Packages tab, find your package, and publish it. To publish a package that is in draft state, follow the steps in the sandbox tooling document.

    Package in draft or unpublished state

    Publishing the package

  4. After the publish succeeds, on the packages browse page you should see a + button enabled next to the name.

    Packages tab in the Sandboxes page

    NOTE
    The package cannot be imported while it is still in draft mode, so open the package detail page and publish the package.
  5. Select the + control and start the workflow to import the assets generated by the use case playbook into the Target sandbox. Select a target sandbox and confirm the package name that you want to import using the dropdown. Add the job details such as job name and job description before proceeding to the next step.

    Initiate import workflow, select target, confirm package, add job details.

  6. In the View dependencies step, you can map schemas and copy other assets from the inspirational sandbox into the target sandbox. The Finish button is disabled until you map each schema.

    Map schemas in the 'View dependencies' step, enabling Finish button.

Map schemas

  1. Map the first schema. The schema mapping dialog displays a drop-down to select the target schema. If the source schema is a profile schema, then there are no other target schema options besides the individual union profile schema. You can see automatically generated mapping recommendations between Source Data and Target Fields when the page is first displayed. You can edit the mappings by selecting the target field and then selecting a new field. If you modify the suggested mappings, use the Validate button to validate the new mappings and display any errors that may be linked to the new mappings. Select Save once the mapping is complete.

    Schema mapping dialog with a dropdown to select a target schema.

  2. Continue mapping all the fields in the schemas. If the schema is an event schema, the dialog shows a dropdown where you can view all the event schemas in the target sandbox.

    Select a target schema from dropdown

  3. Select a schema from available schemas in the Target sandbox.

    Select a schema

  4. Complete the mapping and select Save.

    Save mapping

  5. Once you’ve completed mapping all the fields in the schemas, select Finish to complete the import workflow.

    Finish the flow

    NOTE
    You can’t modify any assets except for the schemas as this is an inspirational sandbox but they do show up as they are dependencies of the package.