Deploying sandbox changes to production
- Create a blueprint, simulate a process, and deploy it to the parent CRM account without making any changes to the live environment until everything is running smoothly.
- As an admin, you can change the organization's hierarchy to test the behavior of the CRM data, check whether the data sharing properties in the organization are affected, and deploy only the changes you need to the parent account.
View Changes before deployment
- Components and items: Shows all the changes made (items) for each feature (component). For example, if a group is created in the sandbox, then Group will be the component and the name you entered for that group in the sandbox will be the item.
- Record type: Shows which module the changes were made in.
- Actions: Shows whether the items were added, updated, or deleted.
- Users: Shows who made the changes.
- Date: Shows when the changes were made.
- Linked: Shows other items associated with the selected item. For example, in the screenshot below, the link icon shows that the Pacific Contacts layout is associated with the changed item Secondary Contact.
Types of deployment
- Complete Deployment: All the components or items listed in the change set will be deployed.
- Partial Deployment: Only specific components or items that you select in the change set will be deployed.
Deploy changes to production
- If your changes are Qualified, there will not be any issues when the changes are deployed in the production setup.
- If your changes are Conflicted, you cannot proceed with the deployment as the changes may cause issues like overriding names, exceeding feature limit, missing parent items.
- Go to Setup > Data Administration > Sandbox.
- Click on the sandbox you want to deploy.
- In the Change Set list, select the changes you want to deploy.
- If you want to deploy all changes to production, select the checkbox at the left of Components and item header and click Deploy Changes to Production button.
- If you want to deploy the changes partially, select the checkbox of the specific components and click the Deploy Changes to Production button.
- View the details of all the qualified and conflicted changes on the Start Deployment page, rectify any conflicts, and click the Yes, Proceed button.
Points to remember:
1. You can deploy the following configurations for production from the sandbox account:
- Profiles
- Roles
- Data Sharing Settings
- Groups
- Multi-currency
- Territory Management
- Automation
- Customization
- Templates
- Custom Schedules
- Webforms
- Auto Response Rules
- Workflow Rules
- Blueprint
- Translations
- Wizards
- Tags
Note: Changes made to Translations will sometimes reflect inside production account in a delayed manner depending on the file size.
2. However, Sandbox currently does not support Scoring Rules.
3. Sandbox allows you to test what happens not only when you add new configurations, but also when you edit or delete an existing configuration.
4. Emails sent from the Sandbox environment will not be delivered to the recipients, it is only for the testing purpose.
5. Emails triggered through Workflow Rules or Blueprints will not be delivered to the recipients, however, these emails will be displayed in the Email related list of the record.
6. Data cannot be migrated to Sandbox from other CRM sources You can however, import records or populate sample data or selected number of records from the live CRM account to specific modules.
7. Updating a field in sandbox and deploying the changes to production will overwrite the existing field properties. For example, if the email field is marked as "mandatory" in sandbox and as "unique field" in production. Then, after deployment the field property will be overwritten to mandatory.
8. To know whether you are working on the Sandbox environment or production setup, look out for a bright orange Sandbox ribbon. This is used to differentiate Sandbox from your production setup.
9. Sandbox is used to test and validate configurations before they are moved onto the production account, therefore, records populated, imported or manually added to the Sandbox account cannot be deployed to production.
- Deluge Functions
- Client Scripts
- Web Tabs
- Custom Links
- Custom Buttons
ID Replacement: Automatically finds and replaces the old Sandbox IDs with the correct new Production IDs or vice versa.
Notes:
- ID replacement will be done only when the sandbox has production data, i.e., for sandboxes of the type Partial Data or Full Data, and the record is copied from production to sandbox.
- Additionally, if the record is created directly in the sandbox, and then a custom function or above mentioned features are created, the record ID will not be replaced during deployment.
RL Conversion: This utility finds and updates any web links, changing them from Sandbox URLs to the correct Production URLs or vice versa.
Track the deployed changes
The date of the deployment
The name of the sandbox environment the changes were deployed from
The changes that were deployed
The user who deployed the changes
- In Sandbox, if any configuration is assigned or associated with a Developer, then the changes can't be deployed to the production account.
Say an assignment rule configured is in Sandbox such that the records that match the criteria will be assigned to the Developer. In that case, a conflict will be displayed while deploying the changes to the production account. The user should be changed in order to deploy the changes
Features | Deployment Support | Integration Doc (if any) | Notes |
Zoho Campaigns
| Not yet | N/A | - |
Zoho Backstage | Not yet | N/A | - |
Zoho Analytics | Not yet | If your production account is integrated to a Zoho Analytics account, the integration will not be copied when you create a sandbox.
| |
Zoho Finance | Not yet | Only Zoho Books is supported in the Sandbox environment. The remaining Finance Suite products - Inventory, Expense, Billing, and Invoice - are not available for Sandbox integration. | |
Zoho Forms | Not yet | If you add a form link to an email template in Sandbox and later try to deploy that template to production, CRM will stop the deployment and flag it - since the link points to a sandbox form, and not a production one. | |
Zoho Flow | Not yet | N/A | - |
Zoho Creator | Not yet | Only environment-based Creator apps can be imported into the CRM Sandbox. If a client's app does not use environment-enabled apps, it won't appear in the Sandbox import list. | |
Zoho Social | Yes | - | |
Zoho Survey | Yes | - |
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