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Deployments

Your deployments can be documented across your test environment(s) to your production environment(s). Each step in the deployment process complies with your policies and a comprehensive approval process. Deployments are blocked if approvals are not complete. A full audit trail of the entire deployment process is maintained.The process is:

Create a Change Request

Create a Deployment Record

Deploy the Changes

Complete the Process

Create a Change Request​

  1. Open Change Requests > New Change Request
  2. Enter a meaningful Name and Change Overview
  3. Modify the Change Type as needed. Add any other supporting information, change sets, package manifests, or customizations.
  4. Save the change request.
  5. Click Submit for Approval

Create a Deployment Record​

These steps can be completed after the change request is approved.

  1. Open Change Requests and select the approved change request.

  2. Click Deploy in the tool bar. Deploy is only available for approved change requests.

    Deploy Button in Tool Bar

  3. Select the Source (from) environment and Target (to) environment.

  4. Enter your credentials for both environments.

    Deployment Tool

  5. Click Test Connection for both environments to ensure your credentials are correct. If your credentials are not correct, you can click on Save Credentials and edit.

  6. Click Run Scan on both environments to ensure the customizations on the change request are up to date.

  7. Save the Deployment Record.

  8. Click Submit for Approval

    Submit Deployment Record for Approval

Deploy the Changes​

These steps can be completed after the deployment record is approved.

  1. Open Change Requests and select the approved deployment record.

  2. Click Deploy Changes

    Deploy the Approved Changes

  3. Click Retrieve Selected Customizations

    Retrieve the Selected Customizations

    This creates a package to:

    • Check Dependencies: Use to check what has been referenced.
    • Validate Customizations: Use to check the deployment is going to work. It simulates your deployment.
    • Deploy Retrieved Customizations: Use to deploy your customizations when you are ready to proceed.

  4. Check your dependencies and validate your customizations.

  5. Click Deploy Retrieved Customizations to start the deployment. This may take some time, since it runs the test cases into the target environment.

    Run the Deployment

Complete the Process​

When the deployment process is finished:

  1. Check the Deployment Logs.

  2. Fix any errors and repeat the deployment if needed.

  3. Once the deployment is successful, open the change request and set the status to Completed.

    Complete the Process