How To Deploy Using Change Set In Salesforce

Terminal Updated on April 3, 2022 past

Big Idea or Indelible Question:

How exercise you lot deploy Flows or Processes using the Change Sets?

Objectives:

After reading this weblog mail, the reader will be able to:

Understand how to use modify sets to deploy flows
Understand how to use modify sets to deploy processes
Deploy alter sets from sandbox to production

Business organization Use Case

Pamela Kline is working equally a Organisation administrator at Universal Containers (UC). She has developed Auto Sync Accepted Quote with Opportunity flow in the Sandbox. She got the green betoken from the testing squad. Now she wants to deploy this flow to production.

Automation Champion Arroyo (I-practice):

Once we are done with Period or Procedure evolution, the adjacent step is to deploy information technology. There are many ways through which we can deploy or distribute it. They are as follows

Change Sets
Packages
Visual Studio Lawmaking
Workbench
Ant Migration Tool

When both the Salesforce organizations are connected, for example, Sandbox and Product , then its best exercise using Change Sets to deploy the components. At that place are a few possible solutions for the to a higher place business scenario, just we will utilize Change Sets to deploy the menstruation from Sandbox to the Product organization. Before proceeding ahead, you accept to understand the Outbound and Inbound Change Sets in Salesforce.

Outbound Modify Sets : – An outbound Change Set is a change you want to ship from the organization y'all are logged in, to another organization.
Inbound Change Sets : – An inbound Change Set is a Change Set that has been sent from another organization to the organization you are logged in.

Let's begin the deployment of menstruum.

Guided Practice (We-do):

There are 4 steps to solve Pamela's business requirement using Change Set. Nosotros must:

Create an outbound alter fix
Add together components to change set
Upload an outbound change ready
Deploy the entering alter set

Step 1: Create an Outbound Modify Ready

First login to Sandbox Org with your account.
Click Setup .
In the Quick Find box, type Outbound Change Sets .
Select O utbound Modify Sets , so click New .
Proper name the outbound change set.
As a best practice, always input a description .
Click Save .

Step 2: Add Components to Outbound Change Set

The adjacent step is to add components to the outbound Change Set.

In the Change Sets list, click the name ( Weblog vi ) of a alter prepare.
Calculation components to change set
1. Click Add to add together components.
2. Choose the blazon of component , in this scenario, choose the Flow Definitions.
3. Select the components Sync_Quotes_Automation.
4. In the end, click Add to Change Gear up .
Optionally, click View/Add Dependencies to add dependent components.

Step iii: Upload an Outbound Change Prepare

The next step is to upload the outbound Alter Set to production.

In the Change Sets list, click Upload next to the Blog 6 modify ready to upload.
Select the Target Organization i.e Product to send the change set.
Click Upload .

Subsequently your upload has completed, you'll receive an e-mail to confirm the completion of your Change Ready upload.

Step 4: Deploy Inbound Change Set

The next stride is to add components to the outbound Change Prepare.

Starting time login to Production Org with your account.
Click Setup .
In the Quick Find box, type In spring Change Sets , then s elect In bound Alter Sets .
In the Alter Sets listing, click Deploy side by side to the Blog half-dozen change set to deploy.
Choose the right Exam Selection for your organisation.
Click Deploy .

One time deployed, you lot'll need to activate the flow.

Things to Think :

You can include only ane version of a menstruation in a change set.
An active flow in a change ready is deployed to its destination as inactive. Actuate the flow manually after deployment.
If the flow has no active version when yous upload the outbound change set, the latest inactive version is used.
Deploying or redeploying a menstruum with modify sets creates a version of the menstruation in the destination org.
Outbound change sets expire vi months after upload. Change Sets are permanently deleted when they expire.
A change set is deployed in a single transaction. If the deployment is unable to complete for any reason, the entire transaction is rolled back. Afterward deployment completes successfully, all changes are committed to your org and the deployment can't be rolled back.
If a component is referenced past the following menses elements, the Component Dependencies page doesn't display that component. To deploy the flow successfully, manually add those referenced components to the change set.
- Mail to Chatter
- Send E-mail
- Submit for Approval

Proof of Concept

Formative Cess:

I desire to hear from you!

What is one affair you lot learned from this mail? How do you envision applying this new knowledge in the real earth?

Let me know by Tweeting me at @automationchamp, or notice me on LinkedIn.