Deployment in Salesforce using Sandbox

Last updated on Nov 24 2021
Abha Kulkarni

Table of Contents

Deployment in Salesforce using Sandbox

What is Deployment in SFDC?
Till now we’ve developed code in Developer Edition, but in real world scenario, you’ve got to try to this development in Sandbox then you would possibly get to deploy this to a different sandbox or production environment and this is often called the deployment. In short, this is often the movement of metadata from one organization to a different. the rationale behind this is often that you simply cannot develop Apex in your Salesforce production organization. Live users accessing the system while you’re developing can destabilize your data or corrupt your application.

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Tools available for deployment −
• Force.com IDE
• Change Sets
• SOAP API
• Force.com Migration Tool
As we are using the Developer Edition for our development and learning purpose, we cannot use the Change Set or other tools which require the SFDC enterprise or another paid edition. Hence, we’ll be elaborating the Force.com IDE deployment method during this blog.
Force.com Eclipse IDE
Step 1 − Open Eclipse and open the category trigger that must be deployed.

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Salesforce

Step 2 − Once you click on ‘Deploy to server’, then enter the username and password of the organization wherein, the Component must be deployed.

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Salesforce

By performing the above mentioned steps, your Apex components are going to be deployed to the target organization.

Deployment using Change Set

You can deploy Validation rules, workflow rules, Apex classes and Trigger from one organization to other by connecting them via the deployment settings. during this case, organizations must be connected.
To open the deployment setup, follow the steps given below. Remember that this feature isn’t available within the Developer Edition −
Step 1 − attend Setup and look for ‘Deploy’.
Step 2 − Click on ‘Outbound Change Set’ so as to make change set to deploy.
Step 3 − Add components to vary set using the ‘Add’ button then Save and click on on Upload.
Step 4 − attend the Target organization and click on on the inbound change set and eventually click on deploy.
SOAP API Calls to Deploy
We will just have alittle overview of this method as this is often not a commonly-used method.
You can use the tactic calls given below to deploy your metadata.
• compileAndTest()
• compileClasses()
• compileTriggers()
Force.com Migration Tool
This tool is employed for the scripted deployment. you’ve got to download the Force.com Migration tool then you’ll perform the file-based deployment. you’ll download the Force.com migration tool then does the scripted deployment.
So, this brings us to the end of blog. This Tecklearn ‘Deployment in Salesforce using Sandbox’ blog helps you with commonly asked questions if you are looking out for a job in Salesforce. If you wish to learn Salesforce and build a career in Salesforce domain, then check out our interactive, Salesforce Certification Training: Admin 201 and App Builder, that comes with 24*7 support to guide you throughout your learning period. Please find the link for course details:

Salesforce Certification Training: Admin 201 and App Builder

Salesforce Certification Training: Admin 201 and App Builder

About the Course

Salesforce Certification Training course will help you pass the Salesforce Administrator Exam (Admin 201) and the Salesforce App Builder (Dev 401) Exam. Concepts on Force.com Platform, AppExchange, SFDC Security Model, Service Cloud, Sales Cloud, Lightning App Builder, Salesforce Reports & Dashboard can be mastered in this Salesforce Training course. You can also configure the platform, manage users, find better ways to use the platform’s features, build applications with Salesforce Lightning, and more. Further, in this Salesforce certification training course, you will master App builder, Apex, Visualforce, etc.

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What you will Learn in this Course?

Salesforce Fundamentals
• Introduction to CRM concepts and Cloud computing
• Salesforce.com Overview and Fundamentals
• Understanding Salesforce Platform
Understanding Salesforce Platform
• Understanding Salesforce Terminologies and Introducing the force.com platform
• Understanding Salesforce Metadata and API
• Describe the capabilities of the core CRM objects in the Salesforce schema
• Identify common scenarios for extending an org using the AppExchange
• About Salesforce Certification
Introduction to Sales Cloud
• Sales Cloud
• Sales Process
• Sales Productivity Features
• Lead Management
• Lead auto response
• Lead assignment
• Web to lead
• Accounts and Contacts Management
• Opportunities
• Campaign Management
Security Model, User Management and Its Features
• Security Model Mind Map
• System Level or Org Level Security
• User Administration and Troubleshooting
• Permission Sets
• Profile Management
• User Actions
• Assigning Permission
• Session settings
• Activations
• Page layout assignment
• Tab setting
• Field level security
Object, Record and Field Level Features
• Custom Object
• Custom Field
• Data Types
• Relationship among Objects
• Working with App and Tabs
Data Handling and Processing
• Data Import and Export with Salesforce
• Insert, Update and Delete Data with Salesforce
• Export Data with UI
• Export Data using Data Loader Tool
Deployment
• SandBox
• Moving Data from SB to Production – Deployment
• Types of SandBox
• Change Sets
• Types of Change Sets
Application Cycle
• Milestones
• Sandboxes
• Change Sets
• Packages
Reports and Dashboards
Declarative Implementation in Salesforce
Salesforce Development and Apex Programming
• Apex Programming
• Apex Classes
• Apex Settings
• SOQL – Salesforce Object Query Language
• DML Commands
• Apex Class in Detail
• Apex Triggers
• Apex Testing
• Access Specifier in Salesforce
• Testing
Lightning in Salesforce
• Lightning Components
• Lightning Component Capabilities
• Lightning Components vs. Visualforce
Visual Force in Salesforce
• Standard Visualforce controller and controller extensions,
• Visualforce Page
• Understanding the MVC Pattern
• Tools for Visualforce Development
• Visual Force Components
WorkFlows in Salesforce
• Work Flows in Salesforce
• Types of Work Flows
• Work Flows Rules
About Preparation of Salesforce 201 and App Builder Certification exams

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