Feature Highlight → Template Migration

★ Available with Premium

Say Hello to Easy, Error-Free Data Migration

Free Up Resources and Test Changes Before You Commit
The Template Migration feature makes it easy to build and test templates in sandbox environments before moving them over to production. Historically, data migration across Salesforce environments is known to be a tedious and error-prone process that takes up a lot of time. But with  Template Migration, the process is as simple as a few clicks of a button.

What’s Your Use Case?

Template migration is a valuable tool whatever your need. Sample use cases include:
For Customer Onboarding

A critical point in any customer journey, it’s important to get it right. Template Migration allows onboarding teams to provide feedback and see continuous improvements on the projects they manage when onboarding new customers.

For Project Management

Project management is a fast-paced world, so making foundational updates to templates used for creating projects should be quick and easy. Template Migration streamlines this process, resulting in greater success.

For Software Implementation

Whether it’s changes within the software being implemented or external factors that impact the product, the implementation process needs to roll with the punches, too. Template Migration provides the agility needed for those quick adaptations.

Standardization = Greater Efficiencies

Empower Employees
Template managers can test, update, and manage templates without needing admin access or to engage outside teams.
Eliminate Error
By automating migration, you’ll eliminate the tedious manual processes that take up loads of time and the risk of introducing errors.
Support Best Practices
Test template changes before you commit without impacting real data—and make those changes easy to implement once they’re ready to go.
Maximize Resources
You’ll no longer need to engage multiple teams just to migrate data, and you’ll save time by continuously making improvements to existing templates as well.
Greater Employee Satisfaction
Classic data migration is extremely tedious and time-consuming. Template Migration ends the frustrating cycle.
Happier Customers

By increasing agility when it comes to template improvements, you’ll decrease customer churn as projects become more efficient.

Best For

  • Template Managers
  • Admins
  • End Users

Relevant Resources

Feature Highlight: Template Migration

Learn more about Template Migration

Learn more about Migrating External Data into TaskRay

Want to see TaskRay in action?

Request a one-on-one demo with our solution engineering team.

Ready to see how TaskRay works for you?