How's the best way to back-up a team managed project?

Michael Ballenger
Contributor
August 16, 2023

This one's been giving me fits.  I'm in the process of doing a POC for migrating some of our team managed projects to company managed.  I want to ensure I have a backup of the project first before I start moving, just in case I mess up in the migration. 

How can I back up or restore a team managed project?  Is the best way just to export to CSV and import if things go south?

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Ste Wright
Community Leader
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Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
November 25, 2023

Hi @Michael Ballenger 

If you have Premium, I'd recommend "backing up" the Project(s) to the sandbox - or better yet, test the move to CMP in the sandbox before doing it in production.

Alternatively, you could...

Ste

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