Book Image

Mastering Salesforce CRM Administration

By : Rakesh Gupta
Book Image

Mastering Salesforce CRM Administration

By: Rakesh Gupta

Overview of this book

The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization’s Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce.
Table of Contents (20 chapters)
Mastering Salesforce CRM Administration
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Customer Feedback
Preface

Deploying using change sets


Using change sets is a classic way of deploying metadata from a Sandbox to a production org. It means if both the orgs are connected, you can use change sets to deploy the metadata. Change sets are containers that are used to send metadata from a Sandbox to a production org or to other Sandboxes. They can only hold metadata, meaning they will allow you to move or deploy only those changes or customizations that you would have made through the Setup menu. They don't allow you to migrate records from one organization to another. To use change sets, make sure that both the organizations have a deployment connection set up. There are two types of change sets available, and they are as follows:

  • Outbound change sets

  • Inbound change sets

Outbound change sets

Outbound change sets are those change sets that can be used to send metadata from a Sandbox to a production org or other Sandboxes.

A business scenario: David Guzman is working as a System Administrator at Universal Containers...