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
Third-Party Release Management Tools.
Copado.
Flosum
Gearset
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).
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Reference
Blog Credit:
A. K. Rawani
Salesforce Developer
Avenoir Technologies Pvt. Ltd.
Reach us: team@avenoir.ai
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