To get started, connect to the source and destination environments (see Connecting to Salesforce topic for more details).

New Project

Clicking this button opens the Transfer window with a blank "Default" project

Any changes made without Saving to a project file will save to the "Default" project.

Open Project

Clicking this button allows the user to open an existing project from file. (see Transfer - Overview topic for more information).

Options

Use this Options button to configure application wide settings. (see the Options topic for more details)