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Salesforce for Beginners

You're reading from   Salesforce for Beginners A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform

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Product type Paperback
Published in Oct 2022
Publisher Packt
ISBN-13 9781803239101
Length 532 pages
Edition 2nd Edition
Concepts
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Authors (2):
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Timothy Royer Timothy Royer
Author Profile Icon Timothy Royer
Timothy Royer
Sharif Shaalan Sharif Shaalan
Author Profile Icon Sharif Shaalan
Sharif Shaalan
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Toc

Table of Contents (24) Chapters Close

Preface 1. Getting Started with Salesforce and CRM 2. Understanding Salesforce Activities FREE CHAPTER 3. Creating and Managing Leads 4. Business Development with Accounts and Contacts 5. Driving the Sales Cycle with Opportunities 6. Achieving Business Goals Using Campaigns 7. Enhancing Customer Service with Cases 8. Business Analysis Using Reports and Dashboards 9. Setup and Configuration 10. An Overview of Sharing and Visibility 11. User Management and Data Security 12. Managing Projects with Sandboxes and Change Sets 13. Using Data Modeling to Configure Objects for Your Business 14. Lightning Experience Customization 15. Extending Functionality with Third-Party Applications and Salesforce Mobile 16. Salesforce Flow 17. Approval Processes 18. Assignment Rules 19. Data Integrity with Formulas and Validations 20. Testing and Debugging 21. Assessment
22. Other Books You May Enjoy
23. Index

Deploying change sets

Before you can deploy a change set, you have to set up a deployment connection between the source organization (sandbox) and the target organization (production), or a connection from one sandbox to another if you have that use case. You can do this by going to the deployment connections in the target organization and allowing inbound change sets.

Under the Deploy tab, click on Deployment Settings in the target organization:

Graphical user interface, text, application, email  Description automatically generated

Figure 12.10: Navigating to Deployment Settings from the Home tab

As you can see, some production data has been masked. Let’s take a closer look at this screen:

  1. Under Upload Authorization Direction, you can set up the organization so that it receives inbound change sets from the target organization. Once you’ve set this connection up, you’ll be ready to deploy a change set to production.
  2. After clicking Upload on the outbound change set in the source organization, it will take up to 30...
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