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Institutionally Related Foundations (IRF) - College and University Foundations - Not for Profits (NFP) - Nonprofit Organizations (NPO)

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How to copy "workflow instance" states for NFP (Not For Profit) custom objects from PROD to SBXs?

edited Apr 18, 2024 2:39PM in Social Groups 11 comments

Do you have any options or recommendations to copy Workflow (WF) instance states from production to non-production Sandboxes (SBX)? This is needed for non-production testing that matches production.

For a couple examples, for the NFP (Not For Profit) custom object record types below,
"Program Fund" and the related "Segment Code" records, we have many custom Workflows built by NS Pro Services which maintain multiple states in WF instances on those records.
—"Program Fund" (customrecord_cseg_npo_fund_p from "NFP Standard Customization" bundle)
—"Segment Code" (customrecord_npo_sgmt_code_recd from "NFP Standard Customization' bundle)

We are aware that WF instances are NOT copied from PROD to non-production sandboxes, see below...

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