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Deploy Orchestrations with Change Sets
Create, test, and debug your orchestrations in a sandbox. Use a change set to send the orchestration and its associated flows to production when you’re ready to deploy.
Required Editions
| View supported editions for Flow Orchestration. |
| User Permissions Needed | |
|---|---|
| To create, edit, or view processes: | Manage Flow AND View All Data |
| To edit deployment connections: | Deploy Change Sets AND Modify Metadata Through Metadata API Functions |
| To use outbound change sets: | Create and Upload Change Sets |
| To use inbound change sets: | Deploy Change Sets AND Modify Metadata Through Metadata API Functions |
Create and upload the outbound change set in your sandbox, and deploy the inbound change set in production.
- Ensure that all group names and queue names used in the source org to assign interactive steps to users duplicate the names used in the target org.
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Ensure that no interactive steps are directly assigned to a specific user.
- Create constants for each assigned user who’s directly assigned to an interactive step in the orchestration.
- Assign each interactive step to the appropriate assigned-user constant.
- Activate your orchestration and all its referenced flows.
- Create an outbound change set.
- Add components to the new change set. These components include the orchestration, its associated flows, and any new custom actions or new custom flow screen components that the associated flows depend on.
- Upload your outbound change set.
- Deploy your inbound change set in your target org.
- Update any assigned-user constants in the orchestration, and save a new version of the orchestration.
- Activate the new version of the orchestration.
Ensure that the page layouts for each context record referenced in the orchestration include the Orchestrator Work Guide Lightning App Builder component.
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