Migrating Custom Fields and Objects: Salesforce Sandbox to Production
Question
Universal Container Salesforce manager wants to move and deploy custom fields and objects from the salesforce sandbox environment to the production environment.
What is the best approach for him to do this deployment?
Answers
Explanations
Click on the arrows to vote for the correct answer
A. B. C. D.Correct Answer: C
Use change sets to send customizations from one Salesforce org to another.
For example, you can create and test a new object in a sandbox org, then send it to your production org using a change set.
Change sets can contain only modifications you can make through the Setup menu.
For example, you can't use a change set to upload a list of contact records.
Change sets contain information about the org.
They don't contain data, such as records.
Option A is incorrect because Data Loader is a client application for the bulk import or export of data.
Use it to insert, update, delete, or export Salesforce records.
Options B and D are incorrect because an AppExchange package is a container for something as small as an individual component or as large as a set of related apps.
After creating a package, you can distribute it to other Salesforce users and organizations, including those outside your company.
Reference:
The best approach for moving and deploying custom fields and objects from a Salesforce sandbox environment to the production environment is by using changesets through setup. Therefore, option C is the correct answer.
Here's why:
A. Using Data Loader and importing all fields and objects is a tedious process and prone to errors. It requires exporting data from the sandbox, mapping the fields, and then importing the data to the production environment. It is not an efficient method for moving custom fields and objects.
B. Installing an App Exchange unmanaged package is also not recommended as it can result in conflicts with other customizations that are already present in the production environment. Unmanaged packages are not upgradable, so any changes made to the customizations in the sandbox environment after the package has been installed in production will not reflect in production.
D. Installing an App Exchange managed package is a good option if you want to distribute the customizations to other Salesforce organizations. However, if you're only moving the custom fields and objects between the sandbox and production environments, it is not necessary to use a managed package.
C. Using changesets is the recommended approach for moving and deploying custom fields and objects from a sandbox environment to production. Changesets allow you to bundle together the customizations you want to move and deploy them to the production environment. This process is simple and easy to follow, and it ensures that the customizations are moved in a controlled and organized manner.
In conclusion, using changesets through setup is the best approach for moving and deploying custom fields and objects from a Salesforce sandbox environment to the production environment.