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Automate Your Business Processes
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            Deploy Orchestrations with Change Sets

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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.

            1. 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.
            2. Ensure that no interactive steps are directly assigned to a specific user.
              1. Create constants for each assigned user who’s directly assigned to an interactive step in the orchestration.
              2. Assign each interactive step to the appropriate assigned-user constant.
            3. Activate your orchestration and all its referenced flows.
            4. Create an outbound change set.
            5. 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.
            6. Upload your outbound change set.
            7. Deploy your inbound change set in your target org.
            8. Update any assigned-user constants in the orchestration, and save a new version of the orchestration.
            9. 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.

            See Also

             
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