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            Deploy Direct-DMO Customizations to Production with Sandbox Mergeback (Beta)

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            Deploy Direct-DMO Customizations to Production with Sandbox Mergeback (Beta)

            Starting in Winter '26, you can package and deploy customizations containing direct data model object (DMO) relationship metadata from sandbox to production environments.

            Required Editions

            Note
            Note This feature is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at the Customer's sole discretion.
            Available in: All Editions supported by Data 360. See Data 360 edition availability.
            User Permission Set Needed
            To deploy Data 360 changes:

            Permission set:

            • Data Cloud Architect

            This process is specifically for deploying direct-DMO custom lookup fields from sandbox to production orgs.

            Important
            Important If your Lightning Page contains a dynamic related list, do not change the activation status of the page. Activating a page during this process prevents you from installing this new change set.
            1. In your sandbox org, open Setup and navigate to Outbound Change Sets.
            2. Create a new change set.
            3. Add foundational CRM metadata, such as custom objects and custom fields, as well as Data 360 metadata in the form of a data kit. In this change set, you must manually configure the metadata type FieldSrcTrgtRelationship for your desired direct-DMO relationship.
            4. In the Change Set Components section, click View | Add Dependencies. Then, add your direct-DMO custom lookup field to the changeset.
            5. Navigate to the target org and open the Inbound Change Sets list.
            6. In the Change Sets Awaiting Deployment section, deploy your change set. If the deployment is successful, you can mergeback CRM customizations that reference the relationships you added.
            7. If needed, deploy the installed data kit in your target org.
            8. Create a new outbound change set and add your customizations. .
            9. Upload the changeset to the target org.
            10. Install the changeset in the target org.
             
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