topic Move a scenario from sandbox to production in DemandTools

Move a scenario from sandbox to production

ppzzyytt — Tue, 22 Apr 2025 18:15:25 GMT

Hello,

Can I move a saved scenario from the sandbox to production? I saved the scenario and tested it in my sandbox already. Do I need to recreate a new one in production if I can't copy/move it?

Thanks

Re: Move a scenario from sandbox to production

Murphybp79 — Tue, 22 Apr 2025 18:32:42 GMT

Yes, you can migrate scenarios. Migrating Scenarios

Re: Move a scenario from sandbox to production

ppzzyytt — Tue, 22 Apr 2025 20:05:49 GMT

@Murphybp79 I didn't find the DemandToolsData in my PC's Documents folder. Where can I find the scenario's saved location? I searched the folder in my PC, didn't find it either.

Re: Move a scenario from sandbox to production

Pugs_Validity — Tue, 22 Apr 2025 20:26:46 GMT

@ppzzyytt - The information @Murphybp79 shared would be if you are migrating scenarios from DemandTools Version 2.91 to DTV. The information below from the Using Scenarios article should help you in sharing across org.

Sharing Scenarios

When you create a scenario, it is automatically shared to all users in your organization, unless you restrict access to certain roles using tags. Learn more about tagging scenarios.

If you have access to more than one organization, you can choose to share your scenario to those users as well.

In the top right of your screen, expand your Account Information tab. This will show you which organizations you are logged into.

Log into the CRM account where you wish to share your scenario. Do not log out of your current CRM account.

Once you are logged into both accounts, go to the Scenarios table and find the scenario you want to share.

Open the menu with three vertical dots and select Share.

Choose the organization you want to share this scenario to, then save and close.

Re: Move a scenario from sandbox to production

ppzzyytt — Tue, 22 Apr 2025 20:42:56 GMT

Thanks, @Pugs_Validity. It works. I have an additional question: After sharing the scenario, if I update anything, how do I reshare/update it to another CRM? It seems that once it is shared, it can't receive the additional updates on the scenario?

Re: Move a scenario from sandbox to production

ppzzyytt — Tue, 22 Apr 2025 20:53:10 GMT

I found the option "Overwrite scenario and winner/field rules if they already exist". Thanks anyway.