!! Deployment Actions/Action Groups

Deployment helps to migrate Actions/Actions Group with their dependencies between organizations.

Deployment

To deploy:

• Select Actions/Action Group (1) and click "Deploy" button (2). A deployment wizard page will be opened in a new tab (3).

• At the first step in deployment wizard select Server (4), enter user credentials (5) and click "Next" button (6):

Server: type of the target organization - Sandbox, Production/development or Other .

Other is used when there are issues with login and you may need to manually enter your target organization Salesforce base URL. To get it go to your target org, switch to the classic mode. Base URL is the part which ends with "salesforce.com".

• System will search for references for the actions for a some time:

• At the second step of deployment wizard check items to be deployed (7). Select necessary actions (8, see below) and click "Deploy" button (9).

• Click "OK" in confirmation message.

• System will display a deployment progress:

• After deployment is finished, system will show results in "Status" column. And, if there were no errors or fails, system will show a success confirmation message:

Deployment is finished. Target organization should now have all deployed objects.

Deployment Actions

Object Does Not Exist in Target Organization

If the Action/Action Groups does not exist in target organization, they will have "Create" action available only.

After deployment is done, new Action is added to the target organization along with other referenced objects.

Object Exists in Target Organization

If the Action/Action Groups already exists in the target organization, deployment wizard will allow user to choose between "Create" and "Overwrite" actions (10). "Overwrite" is offered by default:

Create:

In this case, if user selects "Create" for any object, new object of proper type will be deployed to the target organization.

Overwrite:

If user selects "Overwrite", proper objects will be overwritten during deployment.