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To get started with Project Configurator, we advise following the guide below along with watching the introduction videos to help you understand how the Project Configurator app works.

Step-by-step guide

  1. Read the Getting Started with Project Configurator pages along with the best practices guide for migrations.
  2. Read about the supported object types and object-specific information to understand what configuration objects are supported by Project Configurator.
  3. Watch the introduction videos shown in the Video Resources section below.
  4. Install a trial of the app inside a test instance to test how it works against some sample configuration and data.

Video Resources:

We would also advise watching the videos shown below which provide some demonstration guides to help you to get started with Project Configurator.

Configuration Only Migration Demo:Complete Project Migration Demo:Used by Report Demo: