To import PCE – Definitions:
- Navigate to the PCE – Definitions tab.
- Select a List View.
- Select the Import Definitions button.
- Select the Choose File button.
- In the File Explorer popup, navigate to the exported file and open it.
- Select Process File.
- Note any errors and resolve as appropriate. Errors typically occur if you have not properly migrated your Salesforce customizations.
- Verify Record Types and configure any User Assignments.
- Select the Import button.
All PCE - Definitions are imported with the Is Active box unchecked. Each process will not execute until their Is Active box is checked.