89 lines
3.9 KiB
Markdown
89 lines
3.9 KiB
Markdown
# Deploying Flow and APEX Code to Salesforce Production
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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).
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## Prerequisites
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- You have access to both the sandbox and production Salesforce orgs.
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- You have System Administrator permissions in both orgs.
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- The Flow and APEX code are already deployed and tested in the sandbox.
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---
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## 1. Use Change Sets to Deploy Metadata
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### A. Create an Outbound Change Set in Sandbox
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1. **Login to your Sandbox**.
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2. Go to **Setup** > **Change Sets** > **Outbound Change Sets**.
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3. Click **New** to create a new change set (e.g., "Docusign Composite Envelope Builder").
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4. Add a description for clarity.
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5. Click **Save**.
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### B. Add Components to the Change Set
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1. In the change set, click **Add** under "Change Set Components".
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2. **Add the Flow(s):**
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- Component Type: `Flow Definition` or `Flow`.
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- Select the active Flow version for the application. For this repository the Flow to include is `Docusign_Envelope_Templates_V4`.
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3. **Add APEX Classes:**
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- Component Type: `Apex Class`.
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- Include the following Apex classes from the package:
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- `DocusignCompositeEnvelopeBuilder`
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- `DocusignEnvelopeRequest`
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- `DocusignEnvelopeRequestHandler`
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- `DocusignEnvelopeResult`
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- Also include associated test classes:
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- `DocusignCompositeEnvelopeBuilderTest`
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- `DocusignEnvelopeRequestHandlerTest`
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4. **Apex Triggers:**
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- 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.
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5. **Custom Objects / Fields:**
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- 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.
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6. Click **Add to Change Set** after each selection.
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### C. Add Profiles/Permission Sets (Optional)
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- If your app uses custom permissions, add the relevant profiles or permission sets.
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### D. Upload the Change Set to Production
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1. In the change set, click **Upload**.
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2. Select your production org as the target.
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3. Click **Upload**.
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---
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## 2. Deploy the Change Set in Production
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### A. Login to Production
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1. **Login to your Production Salesforce org**.
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2. Go to **Setup** > **Change Sets** > **Inbound Change Sets**.
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### B. Validate and Deploy
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1. Find the uploaded change set.
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2. Click the change set name to review components.
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3. Click **Validate** to run tests and check for errors.
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4. If validation passes, click **Deploy**.
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5. Monitor deployment status and resolve any errors if needed.
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---
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## 3. Post-Deployment Steps
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- **Assign Permission Sets/Profiles** to users as needed.
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- **Test the Flow and APEX functionality** in production.
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- **Review Custom Settings/Metadata** for environment-specific values (e.g., API keys, URLs).
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---
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## Troubleshooting
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- If deployment fails, review error messages for missing dependencies or test failures.
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- Ensure all referenced components (objects, fields, flows, classes) are included in the change set.
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- For large or complex deployments, consider deploying in smaller batches.
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---
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## References
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- [Salesforce Change Sets Documentation](https://help.salesforce.com/s/articleView?id=sf.changesets.htm)
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- [Deploy Flows with Change Sets](https://help.salesforce.com/s/articleView?id=sf.flow_deploy.htm)
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- [Deploy Apex Code with Change Sets](https://help.salesforce.com/s/articleView?id=sf.code_deploy_changeset.htm)
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---
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**Contact your Salesforce administrator or partner for additional support if needed.**
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