Creating a local package

  1. In Configuration Management > Local Packages, click Create Local Package.
  2. In Choose Source Tenant, specify this information:
    Package name
    Specify a name for the package to be deployed.
    Description
    Provide a description for the package.
    Source tenant
    Select an item from the list.
    Package type
    Shows the type of package that you selected.
  3. Click Next.
  4. In Select Export Option, select Manual Selection from the list.
    Optionally, in Package Properties, specify the Opportunity ID.
  5. Click Next.
  6. In Select Applications, select check box for WFM.
  7. Click Next.
  8. In Select Package Options, select Application View.
  9. In Select Organization, select an option from the list.
  10. Select the check box for each option to be exported.
  11. Click Next.
  12. Review the details and click Submit.
  13. At the prompt, click Yes.

    You are then redirected to the list of local packages. After selecting your local package, you can verify the status of the exported package. Once the export is successful, the Deploy Package option is enabled.