Deployment of Forms
Last updated
Last updated
Deployment helps to migrate forms with their dependencies (nested forms, actions, etc.) between organizations.
Select forms (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 forms 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 as far as their folder structure.
If the Form, and any referenced object (like Action) does not exist in target organization, they will have "Create" action available only.
After deployment is done, new Form is added to the target organization along with other referenced objects.
If the Form or any referenced object (like Action) 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.
