How to deploy using Changeset in Salesforce

To deploy customizations and data using a change set in Salesforce, follow these steps:

  1. Navigate to the Setup menu and click on “Outbound Change Sets” under the Deployment section.
  2. Click the “New” button to create a new change set.
  3. Give your change set a name and description, and select the source organization from which you want to deploy the customizations.
  4. Add the customizations and data you want to include in the change set by clicking the “Add” button and selecting the components you want to include. You can add custom objects, fields, record types, and other customizations.
  5. Once you have added all the desired components to the change set, click the “Upload” button to upload the change set to the destination organization.
  6. In the destination organization, navigate to the Setup menu and click on “Inbound Change Sets” under the Deployment section.
  7. Locate the change set you just uploaded and click on the “View” button to review the components included in the change set.
  8. If everything looks good, click the “Deploy” button to deploy the change set to the destination organization.
  9. If there are any conflicts or issues with the deployment, you will be presented with a list of problems that need to be resolved before the change set can be deployed. Resolve these issues and try deploying the change set again.
  10. Once the change set has been successfully deployed, you will see a success message indicating that the deployment was successful.

Overall, deploying customizations and data using change sets in Salesforce is a straightforward process that allows you to move customizations and data between different environments with ease. By following these steps, you can deploy customizations and data to your production, sandbox, or developer environments quickly and efficiently.

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