salesforce-composite-envelope-builder/composite-envelope-builder/docs/deploy-to-production-from-salesforce.md

Deploying Flow and APEX Code to Salesforce Production

This guide provides step-by-step instructions for moving your Flow and APEX code from a sandbox to a Salesforce production organization using Salesforce's built-in tools (no local source code required).

Prerequisites

• You have access to both the sandbox and production Salesforce orgs.
• You have System Administrator permissions in both orgs.
• The Flow and APEX code are already deployed and tested in the sandbox.

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1. Use Change Sets to Deploy Metadata

A. Create an Outbound Change Set in Sandbox

1. Login to your Sandbox.
2. Go to Setup > Change Sets > Outbound Change Sets.
3. Click New to create a new change set (e.g., "Docusign Composite Envelope Builder").
4. Add a description for clarity.
5. Click Save.

B. Add Components to the Change Set

1. In the change set, click Add under "Change Set Components".
2. Add the Flow(s):
   • Component Type: Flow Definition or Flow.
   • Select the active Flow version for the application. For this repository the Flow to include is Docusign_Envelope_Templates_V4.
3. Add APEX Classes:
   • Component Type: Apex Class.
   • Include the following Apex classes from the package:
     • DocusignCompositeEnvelopeBuilder
     • DocusignEnvelopeRequest
     • DocusignEnvelopeRequestHandler
     • DocusignEnvelopeResult
   • Also include associated test classes:
     • DocusignCompositeEnvelopeBuilderTest
     • DocusignEnvelopeRequestHandlerTest
4. Apex Triggers:
   • This package does not include any Apex Triggers. There are no trigger files in force-app/main/default/triggers to add to the change set.
5. Custom Objects / Fields:
   • There are no custom objects or custom fields that must be deployed for the current implementation. The repository does contain a Docusign_Configuration__c object (with Account_Id__c and Base_URL__c) in force-app/main/default/objects, but it is not referenced by the APEX classes or the Flow (the implementation uses the dfsle toolkit and dfsle__EnvelopeConfiguration__c templates). You do not need to include Docusign_Configuration__c or its fields in the change set unless you intentionally want to preserve that leftover metadata.
6. Click Add to Change Set after each selection.

C. Add Profiles/Permission Sets (Optional)

• If your app uses custom permissions, add the relevant profiles or permission sets.

D. Upload the Change Set to Production

1. In the change set, click Upload.
2. Select your production org as the target.
3. Click Upload.

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2. Deploy the Change Set in Production

A. Login to Production

1. Login to your Production Salesforce org.
2. Go to Setup > Change Sets > Inbound Change Sets.

B. Validate and Deploy

1. Find the uploaded change set.
2. Click the change set name to review components.
3. Click Validate to run tests and check for errors.
4. If validation passes, click Deploy.
5. Monitor deployment status and resolve any errors if needed.

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3. Post-Deployment Steps

• Assign Permission Sets/Profiles to users as needed.
• Test the Flow and APEX functionality in production.
• Review Custom Settings/Metadata for environment-specific values (e.g., API keys, URLs).

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Troubleshooting

• If deployment fails, review error messages for missing dependencies or test failures.
• Ensure all referenced components (objects, fields, flows, classes) are included in the change set.
• For large or complex deployments, consider deploying in smaller batches.

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References

• Salesforce Change Sets Documentation
• Deploy Flows with Change Sets
• Deploy Apex Code with Change Sets

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Contact your Salesforce administrator or partner for additional support if needed.