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Salesforce for Beginners

You're reading from   Salesforce for Beginners A step-by-step guide to creating, managing, and automating sales and marketing processes

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Product type Paperback
Published in May 2020
Publisher Packt
ISBN-13 9781838986094
Length 472 pages
Edition 1st Edition
Concepts
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Author (1):
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Sharif Shaalan Sharif Shaalan
Author Profile Icon Sharif Shaalan
Sharif Shaalan
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Toc

Table of Contents (23) Chapters Close

Preface 1. Section 1: Salesforce for Sales, Marketing, and Customer Relationship Management
2. Getting Started with Salesforce and CRM FREE CHAPTER 3. Understanding Salesforce Activities 4. Creating and Managing Leads 5. Business Development with Accounts and Contacts 6. Using Opportunities Effectively 7. Achieving Business Goals Using Campaigns 8. Enhancing Customer Service Using Cases 9. Business Analysis Using Reports and Dashboards 10. Section 2: Salesforce Administration
11. Setup and Configuration 12. An Overview of Sharing and Visibility 13. Using Sandboxes and Change Sets 14. Configuring Objects for Your Business 15. Third-Party Applications and Salesforce Mobile 16. Section 3: Automating Business Processes Using Salesforce
17. Understanding the Workflow Rules 18. Implementing Process Builder 19. Approval Processes 20. Assignment Rules 21. Assessments 22. Other Books You May Enjoy

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, as shown in the following screenshot:

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

  • On this screen, 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.
  • After clicking upload on the outbound change...
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