Change set components, permissions and deployment
How deployment connections, outbound and inbound change sets and their permissions work, what change sets cannot carry (deletions, renames, records), how picklists, flows, approval processes, list views, reports and user references behave on deployment, and how profile settings differ from permission sets.
Describe the capabilities and best practices for using change sets to move metadata between environments.
~6 min read · 11 practice questions ·
What the exam expects
- Set up and authorize deployment connections, and grant the outbound and inbound change set permissions.
- Build, upload, clone, validate and deploy a change set, knowing what can't be edited or recovered.
- Handle what change sets can't do: deletions, renames and records.
- Predict how picklists, flows, approval processes, list views, reports and user references behave after deployment.
- Choose profile settings or permission sets to move access.
Key terms: deployment connection (the authorized link between two affiliated orgs); outbound change set (sent from the org you're logged in to); inbound change set (received, then deployed as a whole); profile settings (access added in a separate change set setting, not as a component); validate (a test deployment that reports success or failure).
Key facts
- Detail
- Only production and its sandboxes
- Detail
- Deploy Change Sets and Modify Metadata Through Metadata API Functions
- Detail
- 10,000 files, 400 MB, about 5,000 components
- Detail
- Six months after upload, then permanently deleted
- Detail
- Whole change set, one transaction
- Detail
- Missing values set to inactive
- Detail
- Active flow deploys inactive; one version per change set
- Detail
- Visible to all users by default
Sources for this section (7)
- Deployment Connectionshelp.salesforce.com (opens in a new tab)
- Change Setshelp.salesforce.com (opens in a new tab)
- Outbound Change Setshelp.salesforce.com (opens in a new tab)
- Upload an Outbound Change Sethelp.salesforce.com (opens in a new tab)
- Deploy a Change Sethelp.salesforce.com (opens in a new tab)
- Special Behaviorhelp.salesforce.com (opens in a new tab)
- Components Availablehelp.salesforce.com (opens in a new tab)
- Why must a renamed component be deleted in the target first?
- When should you clone an outbound change set?
- Which profile settings overwrite matching target profiles?
- What happens if one component fails during deployment?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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