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SalesforceCopy or move forms between accounts
As a team's account owner, you can copy or move forms from your account to any Workspace you have access to.
You can consolidate your accounts as an account owner (for example, if one of your team members created a form in the wrong account), or help your clients as an agency. What’s more, this feature is available to everyone on your team, even those on a free plan.
If you are a Workspace owner, but not an account owner, you'll be able to move forms between Workspaces in the same account, but won't be able to move forms to Workspaces in different accounts.
Jump to a section:
- Copy a form to a different account
- Move a form to a different account
Copy a form to a different account
1. Click the three dots on the form you want to copy.
2. Select Copy to.
3. Select an organization from the list.
4. Then select a workspace.
Make sure that the latest changes to the form have been published. Additionally, remember that the form's results (if it has any), follow-up messages, custom system messages, and meta information won’t be copied over. Only the form's structure will be transferred to the new workspace.
Move a form to a different account
Account owners can move forms to another account that they are a member of.
1. Click the three dots on the form you want to move.
2. Click Move to.
3. Select an organization from the list.
4. Then select a workspace.
You can move forms from your account to a different organization you belong to, but you can't move or delete them from a workspace that's not in your account.