Is it possible to copy a workflow between accounts...
# suiteflow
e
Is it possible to copy a workflow between accounts? (Not sandbox to production. I'm looking for Company A Production to Company B Production)
m
Not using the Copy To account feature (totally hit and miss for me anyway). Can you not just bundle the workflow and make it shared or public ?
k
Bundle is "easiest" but it often has negative impacts. Copy to account can work well, but it dies when it hits dependencies.
I'm often more inclined to rebuild manually than bundle.
e
Id normally do the same - but this particular workflow has many states, and is fairly complex
k
just know it's going to want to copy over all the dependencies- like fields and searches and what not when you bundle it - so make sure there are no collisions before deploying to production.
e
Good info. I'll be sure to look everything over first
w
Could also use SDF to transfer it. Basically "copy to account" but more advanced and with better control.