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Writer's pictureA. Rawani

CREATE AND DEPLOY CHANGE SET USING COPADO ESSENTIALS TOOL

Updated: Nov 8, 2023



What is deployment?

"Deployment" refers to the process of moving changes made in a development or test environment (such as a sandbox) to a production environment where real users interact with the system. These changes can include a wide range of updates, including adding new features, modifying existing functionalities, updating data, and more.


Salesforce deployment options :

There are six deployment options in Salesforce:


Change sets

→ Change sets refer to how customization, configuration, and metadata changes are packaged and deployed between different Salesforce environments.

How change set works :


Remember: There must be a connection between sandbox and Production org.

To learn more about change sets, refer to this document


Package / API Deployment

The Metadata API is a set of objects that help manage customization information, or metadata, such as custom objects or page layouts, in order to:

→ Export customizations as XML metadata files from your Salesforce organization

→ Migrate configuration changes between organizations.

→ Modify existing customizations in your organization and many more

To learn more about change sets, refer to this document


Ant Migration Tool

→ Ant migration tool is used by more advanced developers. It is a command line utility tool to retrieve, deploy, and remove metadata from a Salesforce instance.

→ Configuration :


To learn more about change sets, refer to this document

In this blog, I will focus on how to deploy changes using a third-party free tool ‘Copado Essential’


Copado essential

Copado Essentials is a Powerful and free Tool to Automate and Streamline the Deployment Process. Copado Essentials as a software solution that significantly simplifies and improves the way Salesforce changes are moved from development to production environments in a more efficient and accurate way. It provides excellent user experience while saving hours and days for deployment. Easy-to-use filtering allows change sets to be created and deployed in minutes, and the ability to compare components and see the differences is simply amazing.


Advantages

→ Free to Sign-in with Salesforce and get started in a few seconds. No use of changesets again.

→ Easy to use.

→ Built for Salesforce admins and devs, the user interface has zero learning curve.

→ Manage thousands of metadata components in seconds.

→ Efficient and time-saving.

→ Reduced risk of errors, and many more…


Getting Started with Copado Essential

→ Create some components in the source org which you want to deploy.

→ Sign with org and provide credentials link

→ Click on organizations then add the source org and authorize it.

→ Now you are able to see your source and target org.

→ Click on Deployments > New Deployment and Select target and source org then click on save.


→ Click on Add Components and then choose your components.

→ First click on validate to validate the components and then finally deploy.

→ Now check your deployed components into your target org(Production/Developer).


Happy Coding! You can leave a comment to help me understand how the blog helped you. If you need further assistance, please contact us. You can click "Reach Us" on the website and share the issue with me.


Reference




Blog Credit:

A. K. Rawani

Salesforce Developer

Avenoir Technologies Pvt. Ltd.

Reach us: team@avenoir.ai

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