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
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
Click New to create a Change Set
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.