KELL Solutions and KnowledgebaseGeneral Salesforce Resources Helpful Configuration Tips & TricksHow to use Change Sets to move configuration from a sandbox into production

How to use Change Sets to move configuration from a sandbox into production

Have you ever built something in a sandbox, tested it, and then manually rebuilt it in your live Salesforce instance? You don’t have to! This article will walk you through a point-and-click feature in Salesforce called Change Sets to move everything easily from a sandbox into production in just a few minutes.

A change set is a group of configuration elements that can be transferred between instances of Salesforce. They can include things like Fields, Page Layouts, Record Types, Profiles, Roles, Sharing Rules, Workflow Rules, Validation Rules, and even Apex Classes and Visualforce pages.

 

Step 1: Create a Deployment Connection

In your Production instance, go to Setup

In your Production instance, go to Setup

Click on Deployment Connections

Click on Deployment Connections

Click Edit next to the sandbox you would like to connect to production

Check the "allow inbound changes" box and Save

Log in to your Sandbox and Create a Change Set

In your sandbox, click Outbound Change Sets

In your sandbox, click Outbound Change Sets

Click New to create a Change Set

Name your Change Set and save

Name your Change Set and save

Click Add to add components to your change set

Choose the component type that you would like to add

Select the components you would like to add by clicking the checkboxes

You can add all components of this type by selecting the checkbox at the top. You can also sort by columns on this screen by clicking the column headers. Adding components that are already in production won't cause any problems. Just keep in mind that any changes to that component that you had made in production would be overwritten if they had not also been made in the sandbox.

Repeat these steps to add all components to your Change Set

Helpful tip: Sometimes you might need to add things you might not remember. For instance, when you add new fields to a Change Set, you will have to add all custom Profiles as well, or these custom fields will be marked hidden (in field-level security) for all Profiles in Production. Or, if you add a new picklist field, you may want to also include the object record types in the Change Set, so that the picklist values will display properly for each record type. Or, you may want to include page layouts, so that those new fields don’t have to be manually added to the page layout in production.

Upload and Deploy your Change Set

On your Change Set, click Upload

Choose the instance to which you want to transfer these changes (most likely Production) & Upload

Log back in to Production and click on Inbound Change Sets

Log back in to Production and click on Inbound Change Sets

Click the name of your Change Set

Click Deploy