Metadata API is a great instrument for managing customizations and building tools that can manage a metadata model, not the data itself. Create your own tools for managing organizations and app metadata.Move metadata from a local file system to a Salesforce organization.Modify existing customizations in your organization.Migrate configuration changes between organizations.Export customizations from your Salesforce organization as XML metadata files.Metadata API is a set of objects that help manage customization information, or metadata, like custom objects or page layouts, in order to:
So in order to complete a deployment, it’s necessary to move such components manually, which is an extremely cumbersome and error-prone process. What’s more, change sets don’t support a number of object types like sales processes, email addresses, divisions, and more. They don’t support release management control and version control, which might entail errors and chaotic change tracking. At the same time, if there are a few environments and many people working on Salesforce development, change sets make it hard to cooperate. As a result, the two organizations will have the same metadata described in the change set.īy its nature, change sets are a friendly option for non-tech users and smaller companies who need to implement quick changes without developer assistance. 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.
Compatibility: The existing features and integrations can be incompatible with the new changes and cause serious malfunctions, as well as interfering with data synchronization and automatic uploading.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. Salesforce makes app development accessible for users of different tech proficiency levels, providing both advanced and point-and-click tools.
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