Change Management

Question 1

What kind of changes are safe to make in production?

Answer 1

Changes that don’t affect the data:

• new dashboards,
• reports, and
• email templates

Question 2

Describe a typical development lifecycle for customizations in a production organization to provide some protection

Answer 2

1. Create functional requirements.
2. Develop and test changes using the Salesforce user interface. Create profiles to hide your changes until they’re fully tested.
3. Update profiles to reveal your changes to the appropriate users.
4. Notify people about the changes.

Question 3

Can you write Apex code in a production organization?

Answer 3

No. It has to be migrated from the sandbox.

Question 4

What are change sets?

Answer 4

Use change sets to send customizations from one Salesforce org to another. Change sets can only contain modifications you can make through the Setup menu. For example, you can’t use a change set to upload a list of contact records.

Also, the target organization (in this scenario, the production organization) can choose when to deploy the change set it has received.

Question 5

What’s the correct order for the three main stages of a good change management system?

Answer 5

Build, test and deploy

Question 6

How do you create a sandbox?

Answer 6

1. From Setup, enter Sandboxes in the Quick Find box, then select Sandboxes.
2. Click New Sandbox.
3. Enter a name and description for the sandbox.
4. Select the type of sandbox.
5. Click Start Copy.

Question 7

What are the four stages of a deployment using change sets?

Answer 7

1. Authorise deployment connections
2. Create outbound change set in sandbox
3. Upload from sandox to production
4. Review inbound change and deploy

Question 8

How are change sets used in between orgs?

Answer 8

You can upload a change set from one sandbox to another sandbox, or from sandbox to production, and vice versa.

Question 9

How do you deploy a change set?

Answer 9

1 - Authorize a Deployment Connection in the target org

Setup > Deployment Settings > Allow Inbound Changes

2- Create and Upload an Outbound Change Set in the source org

Setup > Outbound Change Sets > New > … > Upload

3- Validate an Inbound Change Set

Setup > Inbound Change Sets > Validate

4- Deploy an Inbound Change Set

Setup > Inbound Change Sets > Deploy