Exporting and Importing Entity Customizations
You can export all customizations made on any entity out of the CRM system to be used on other CRM implementations or for backup purposes. You can achieve this by using solutions.
Refer to Chapter 18, “Solution Concepts,” for more details about how to work with solutions, as well as how to export and import customizations as part of solutions.
Note
An important consideration about importing customizations is that they will only add or append new attributes to existing entities and won’t delete any missing attribute or data. So, there is no risk of losing the data you or any other user added if you ...
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