CHANGE SETS IN SALESFORCE
Change sets encompass the fundamental process of collecting, organizing and packaging configuration changes that Salesforce users deploy to new spring releases and other connected Salesforce organizations. In Salesforce, it is an essential practice to scope, plan, validate and manage your changes to ensure smooth and successful updates. In short, for Salesforce enterprises, change sets provide an easy-to-use, holistic approach to releasing software that minimizes downtime and security risks, boosts productivity and accelerates time-to-market. Scheduling changes with change sets Change sets allow users to view, edit and modify changes, and compare their existing settings with new configurations without leaving Salesforce. This makes it easy for users to keep their view organized, follow best practices for development and test updates with confidence. Change sets also provides administrators the ability to run and evaluate scheduled tests prior to their actual deployment. This helps eliminate severe performance issues and data corruption before the changes are deployed. Deployment options Change sets support the simultaneous deployment of different types of applications and the deployment of bulk objects and records. Administrators can also use change sets to deploy applications into different Salesforce organizations. Furthermore, they support the deployment of changes in both sandbox and production environments. This allows users to take a comprehensive approach to code management, configuration and data management. With change sets, administrators also have the ability to add dynamic validation rules, test coverage results and post-deployment information. Change pairings Change sets enable users to deploy changes within Salesforce organizations, meaning both the Sending and Receiving Org have to be linked. This visual representation of changes makes it easy for users to accurately track and monitor changes to their system at any given time, increasing their security and reliability. Additionally, change sets allow users to deploy different types of changes at the same time. For example, users can make both code and configuration changes within a single change set, allowing them to easily review and manage different components. Source verification In addition to providing users with the ability to deploy, edit and review changes, change sets also help users maintain proper verification of the source. This helps ensure that production data remains secure, and users’ changes can be accurately tracked and managed. Additionally, change sets provide users with the ability to sign the changes in the org, which provides an extra layer of security. Auditing and compliance The auditing and compliance capabilities of change sets help enterprise users meet industry regulations. This includes the ability to track any changes that have been made to the org, add comments and deploy changes to the Sandbox and Production environment. Additionally, the change sets also support the automated setup of change sets, which helps reduce the manual effort involved in configuration management. Security Change sets also provide users with the ability to deploy multiple security settings in Salesforce. This includes adding or removing users from Salesforce profiles, configuring role hierarchies, enabling or disabling sharing settings and adding or removing layouts from profiles. Furthermore, the changes also support the setup of security coverage tests, which helps ensure that changes are correctly implemented in the org. Conclusion Change sets are an essential tool for Salesforce admins, allowing them to effectively manage, deploy and track their changes with accuracy and security. By utilizing the capabilities of change sets, Salesforce enterprises can easily manage their configurations, violations, releases, sharing settings and security. At the same time, access can be granted on a “need to know” basis and the CI/CD process is boosted, allowing for faster time-to-market initiatives and improved customer satisfaction.
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