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Mastering Salesforce CRM Administration

You're reading from   Mastering Salesforce CRM Administration An Advanced Administration Certification Handbook

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Product type Paperback
Published in Mar 2017
Publisher
ISBN-13 9781786463180
Length 412 pages
Edition 1st Edition
Concepts
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Author (1):
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Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
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Toc

Table of Contents (13) Chapters Close

Preface 1. A Deep Dive into the Salesforce Lightning Experience FREE CHAPTER 2. Security Settings in Salesforce 3. Territory Management 4. Extending Salesforce with Custom Objects and Applications 5. Getting More Value from Sales Cloud 6. Increasing Service Agent Productivity by Using Service Cloud 7. Optimizing Business Processes with Visual Workflow and Approval Processes 8. Automating Complex Business Processes 9. Analyzing Productivity with Reports and Dashboards 10. E-mail and Mobile Administration 11. Different Ways of Deploying an Application between Environments 12. Basics of Apex and Visualforce Page

Deploying using change sets

Using change sets is a classic way of deploying metadata from a Sandbox to a production org. It means if both the orgs are connected, you can use change sets to deploy the metadata. Change sets are containers that are used to send metadata from a Sandbox to a production org or to other Sandboxes. They can only hold metadata, meaning they will allow you to move or deploy only those changes or customizations that you would have made through the Setup menu. They don't allow you to migrate records from one organization to another. To use change sets, make sure that both the organizations have a deployment connection set up. There are two types of change sets available, and they are as follows:

  • Outbound change sets
  • Inbound change sets

Outbound change sets

Outbound change sets are those change sets that can be used to send metadata from a Sandbox to a production org or other Sandboxes.

A business scenario: David Guzman is working as a System Administrator at...

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