Skip to end of metadata
Go to start of metadata

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: