When a change set is created, it can be deployed in the target organization, where it’s possible to accept the changes. The user chooses which objects in the source organization to deploy, thus building a change set right in the Salesforce UI. Two organizations are configured to send and receive changes between each other. Change setsĪ change set is a group of features, components, and customizations that can be moved from one Salesforce environment to another-from one sandbox to another or from a sandbox to production-and deployed. Let’s overview their characteristics and use cases. There are three deployment options in Salesforce: Then changes are pushed to the testing and staging environment, and once testing is done, the changes get deployed in the production environment. For instance, they can require additional training when dealing with newly-developed functionality.Īs a rule, Salesforce implementation starts in a developer sandbox.
Business continuity: Even a small part missing, like an object or a validation rule, can break other parts of a Salesforce organization thus disrupting workflows, preventing users from doing their job, and compromising security.It’s no wonder Salesforce consultants name Salesforce deployment one of the trickiest and riskiest parts as it can affect: Salesforce deployment usually takes a fraction of the overall implementation time but if done recklessly, it can entail unpleasant consequences.Īny change deployed within a Salesforce organization can challenge the integrity of the entire infrastructure. For this project, I have these files located in a folder under my ANT folder named C:\ant\RetrieveProfiles.Salesforce makes app development accessible for users of different tech proficiency levels, providing both advanced and point-and-click tools. The three necessary files for an ANT deployment are a build.properties file, a build.xml file, and a directory containing a package.xml file, which I have named retrievepkg. I have my ANT folder installed under my C:\ directory for ease of access.Īlthough there are many resources available for ANT on the web, I had a hard time getting started.
This tutorial assumes that you have the most recent version of Apache ANT installed, instructions for which can be found here. Per Salesforce, the ANT Migration Tool is a “command-line utility for moving metadata between a local directory and a Salesforce org.” Using ANT, repetitive deployment tasks can be automated using Salesforce’s Metadata API. We want to automate parts of our deployments using Salesforce’s Metadata API. Hello, and welcome to Another Salesforce Blog! Here I will be posting solutions to problems that I couldn’t find an answer to in hopes of helping those who find themselves stuck when using the Salesforce platform.
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