Quick start: publish configuration from a sandbox to production

[!WARNING] This article is a generic process example. Actual menu paths, button names, and permission requirements require manual review.

Learning objectives and final outcome

• Create a sandbox for testing.
• Prepare configuration changes in the sandbox.
• Create and upload an outbound change set.
• Validate and deploy an inbound change set in the target environment.
• View the deployment result.

Before you begin

• You have sandbox management permission.
• You have permission to create and upload change sets.
• The target environment allows the current environment to send change sets.
• Prepare a low-risk configuration as an example, such as adding a test field.

Step 1: Create a sandbox

1. On the Environment Management > Sandbox Management page, click New Sandbox.
2. On the New Sandbox page, select the source environment.
3. In the Sandbox Type area, select Development Sandbox.
4. In the Sandbox Name field, enter a name for the test environment.
5. Click Save.

Step 2: Log in to the sandbox and complete configuration

1. On the Sandbox Management page, find the target sandbox.
2. In the sandbox action area, click Log In.
3. In the sandbox environment, complete the configuration to publish.
4. Use test data to validate the configuration result.

Step 3: Create an outbound change set

1. On the sandbox’s Outbound Change Sets page, click New Change Set.
2. In the Change Set Name field, enter the release name.
3. On the change set detail page, click Add Components.
4. On the Add Components page, select the metadata components to publish.
5. Click Save.

Step 4: Upload the outbound change set

1. On the change set detail page, review the component list.
2. Confirm that dependent components are included in the change set.
3. Click Upload.
4. In the target environment selector, select the production environment.
5. Click Confirm Upload.

Step 5: Validate the inbound change set

1. Log in to the target environment.
2. On the Inbound Change Sets page, open the received change set.
3. On the change set detail page, click Validate.
4. In the History tab, view the validation result.

Step 6: Deploy the inbound change set

1. On the inbound change set detail page, confirm that validation passed.
2. Click Deploy.
3. In the confirmation dialog, click OK.
4. On the Deployment Management page, view the deployment status.

Run and verify

1. In the target environment, open the feature pages affected by this release.
2. Confirm that the added or updated configuration takes effect.
3. Use test records to validate the business flow.
4. On the Deployment Management page, save the deployment result.

Next steps

• Create a sandbox environment
• Create an outbound change set
• View deployment status