Salesforce Basics: Change Sets Deployment (full process demo)

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  • เผยแพร่เมื่อ 11 ก.ค. 2024
  • If you haven't worked with Change Sets - this video will help you to get a full overview of the whole process, with my explanation of all points.
    0:00 Intro
    0:28 the start on org: creating Outbound Change Set
    1:15 Collecting COMPONENTS LIST
    - 1.15 start
    - 1.45 Apex classes
    - 2.07 VisualForce pages
    - 2.33 Lightning (all types of components)
    - 4.05 Custom Metadata
    - 4.44 Custom Metadata records
    - 5.01 Custom Object
    6:39 What CANNOT be added
    - 6.39 Object Records
    - 7.12 Custom Settings Records
    - 8.26 Standard objects and fields (but do CAN partially via package deployment)
    - 9.11 Lead Processes, Standard Value Sets (but also available via API deployment)
    9:25 Profiles
    9:55 View/Add Dependencies button
    11:58 UPLOADING the Change Set FIRST TIME (without connection between orgs enabled)
    - 12.06 Error "org not configured"
    - 12.28 Setting up configuration in Deployment Settings
    - 14.14 Uploading the Change Set to Production
    - 14.54 Upload Duration
    - 15.16 Upload Duration with heavy UI Static Resources
    15:41 RECEIVED Change Set on the Destination environment
    - 16.16 Validate VS Deploy buttons
    - 16.59 Test Level Execution options explained
    - 18.39 "Default" level difference for Production and Sandboxes
    19:23 DEPLOYING Change Set
    19:41 Deployment Status page
    20:24 Possible Errors
    21:14 Blocking Salesforce environment considerations
    21:45 Big Deployments duration
    22:09 Quick Deploy of successfully VALIDATED CS is within 10 days
    --------------------------------------------------------------------------------------------------------------------
    Learning Salesforce path Excel file is under docs.google.com/spreadsheets/...
    Bitbucket repository with materials in video is here: bitbucket.org/polina-tsuban-d...
    LinkedIn: / polina-tsuban-drobot-7...
    Instagram (sharing both Salesforce and personal content): / poldro10
    Email for getting in touch on channel / commercials: poldro@mail.ru

ความคิดเห็น • 40

  • @vinaykishore1166
    @vinaykishore1166 3 ปีที่แล้ว

    Great explanation, exactly what I was looking for!

  • @saptrishi
    @saptrishi 3 ปีที่แล้ว

    Informative, Engaging and easy to understand. Presentation of video is top notch :)
    and Thanks for the Timelines in description. Keep it up Polina 👍

  • @oscars99
    @oscars99 2 ปีที่แล้ว

    Thank you, Polina. This information really help me on my preparation for the Certification Exam.

  • @ionutbuzatu
    @ionutbuzatu 2 ปีที่แล้ว

    Thanks for this video. Was very helpfully for me and very clear :)
    Informative, Engaging and easy to understand.
    Great explanation, exactly what I was looking for !
    Thank you so much !! :)

  • @AndrejLittle
    @AndrejLittle 2 ปีที่แล้ว

    Great Polina! I used this process today

  • @glorybatubo2134
    @glorybatubo2134 2 ปีที่แล้ว

    Very Informative, Used this knowledge today. Thanks.

  • @hassanfarooq7379
    @hassanfarooq7379 2 ปีที่แล้ว

    Thank you!! Very helpful.

  • @MoizShahid-lb9zy
    @MoizShahid-lb9zy ปีที่แล้ว

    Great video! Massively helpful. The trailhead of App Deployment can be a little challenging to grasp, but your video made it digestible. Thanks a lot ma'm.

  • @rahulthaware9117
    @rahulthaware9117 3 ปีที่แล้ว +1

    You explain well...

  • @jairamkrishna4304
    @jairamkrishna4304 3 ปีที่แล้ว

    Hope you'll continue videos in real time.......
    Maybe this was the first one showing dev sandbox... Thank you

  • @JimmyZ0
    @JimmyZ0 2 ปีที่แล้ว

    Hi Palina, thank you for your sharing! It is extremely helpful for beginners of salesforce like me.

  • @mallikarjunk3568
    @mallikarjunk3568 3 ปีที่แล้ว

    Hi polina
    In production we have multiple triggers, on that one specific trigger
    I need to disable from the production without using changeset how?

    • @SalesforcewithPolina
      @SalesforcewithPolina  3 ปีที่แล้ว

      If you're org security is standard: unit tests required, then there's no way to do it directly, it should be deployed as disabled, with running local tests. Prepare a tiny package, see my video about Package / API deployment, and do it via workbench. It's super quickly

  • @prateeksharma3722
    @prateeksharma3722 2 ปีที่แล้ว

    hi polina. Start a series of videos taking functionalities of sfdc one by one with themes like one minute video, full coverage video etc. kudos for your efforts.

    • @SalesforcewithPolina
      @SalesforcewithPolina  2 ปีที่แล้ว +1

      Thank you Prateek
      Good luck with yours, that's great format 👍🏻

    • @prateeksharma3722
      @prateeksharma3722 2 ปีที่แล้ว

      @@SalesforcewithPolina no I am requesting you to start such series so that we can learn.

    • @SalesforcewithPolina
      @SalesforcewithPolina  2 ปีที่แล้ว +1

      Ah, sorry, I misunderstood
      Well, I've chosen this format as the fullest one to bring value
      You can just watch it on 2x :)
      But I'm not planning going with short overview videos as of now

  • @SalesforcewithPolina
    @SalesforcewithPolina  4 ปีที่แล้ว

    Timelines & Content (an expanded timeline please find in description above):
    00:28 the start on org: creating Outbound Change Set
    01:15 Collecting Components List
    06:39, 08:26, 09:11 What cannot be added
    11:58 Uploading the Change Set 1st time
    14:14 Uploading the Change Set to Production
    15:41 Received Change Set on the Destination environment
    16:59 Test Level Execution options explained
    19:23 Deploying Change Set
    20:24 Possible Errors

    • @hareshnadapana1870
      @hareshnadapana1870 3 ปีที่แล้ว

      Hi, is there any way to rollback the changeset deployed

    • @SalesforcewithPolina
      @SalesforcewithPolina  3 ปีที่แล้ว

      Nope, only by redeploying backup

    • @hareshnadapana1870
      @hareshnadapana1870 3 ปีที่แล้ว

      @@SalesforcewithPolina noted, do we need to select all the components while redeploying backup from refreshed sandbox

    • @SalesforcewithPolina
      @SalesforcewithPolina  3 ปีที่แล้ว +1

      This is not necessary, no. What I would do - use package retrieve/deployment and the same package.xml. And this is exactly what I'll prepare in next video which will be in around a week.

    • @hareshnadapana1870
      @hareshnadapana1870 3 ปีที่แล้ว +1

      @@SalesforcewithPolina ,Thanks a lot

  • @zhansayazhangabatyrova2567
    @zhansayazhangabatyrova2567 2 ปีที่แล้ว

    Hey Polina, I’m a QA tester , would like to switch to SFD, what would you suggest to start from? Any programs/course you would suggest to go through?

    • @SalesforcewithPolina
      @SalesforcewithPolina  2 ปีที่แล้ว

      Hey, just proceed with admin trailmix on Trailhead website :) also you can check some courses on Coursera, but i don't have any recommendation, haven't learned any of them

  • @mallikarjunk3568
    @mallikarjunk3568 3 ปีที่แล้ว

    along with Apex class code need to deploy test classes?

    • @SalesforcewithPolina
      @SalesforcewithPolina  3 ปีที่แล้ว

      All apex code on proof must be covered 75%. But if you have it there already and haven't modified the test class, only the simple apex class, then you can not to redeploy it of course

    • @mallikarjunk3568
      @mallikarjunk3568 3 ปีที่แล้ว

      thanks polina for your quick response

    • @mallikarjunk3568
      @mallikarjunk3568 3 ปีที่แล้ว

      Actually what my doubt is my code is covered with 75percent when I pass the test class, while deploying the production environment we are adding the components by using change sets along with the class are we need to add test class or not

    • @SalesforcewithPolina
      @SalesforcewithPolina  3 ปีที่แล้ว

      Shortly: yes 🙂

    • @ruchisinghbaghel2337
      @ruchisinghbaghel2337 2 ปีที่แล้ว

      Hello polina

  • @peacestar4427
    @peacestar4427 2 ปีที่แล้ว

    How to get different sandboxes to practise for learning ?

    • @SalesforcewithPolina
      @SalesforcewithPolina  2 ปีที่แล้ว +1

      Well, good question :)
      For the demo I've created Enterprise org via my company portal, so it's not some developers org...
      This feature is not available neither in Developer edition, nor in any Playground org from Trailhead.
      So, your options would be:
      1. Use customer's orgs (and to be careful), - as it's normally with Enterprise licencing, and you can create & connect 2 sandboxes and train deployment between them
      2. Request free Enterprise trial here www.salesforce.com/uk/editions-pricing/sales-cloud/ , and you'll get a real org like customer's one, but only for a month or smth
      3. Train all as SFDX deployment (not as change sets, but the errors will be the same). Any org, even Trailhead's playground, can be enabled as Dev Hub and used for the training
      Hope one of the options suits you.
      Good luck with training!

    • @peacestar4427
      @peacestar4427 2 ปีที่แล้ว +1

      @@SalesforcewithPolina thanks ! Will get back if I have any queries

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