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Deploy profiles via change sets

Publiseringsdato: Oct 13, 2022
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  • When including profiles in a change set, it's important to review those profiles in the target environment after deployment as not all the permissions may carry over as you might expect.
 
  • Discrepancies may be due to the following special behaviors that should be taken into consideration when including profiles in change sets.
 
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It's not possible to upload a change set containing only profiles so you'll need to make sure that a component is also included. Profiles are not officially supported as individual components in change sets as per the Components Available in Change Sets documentation. Although profiles are available and can be selected with other components, there are limitations on what specific parts of the profile's permissions can be deployed via change sets.

See About Permission Sets and Profile Settings in Change Sets for an overview of what profile and permission set settings may be included or require supporting components and additional considerations.

Please refer to the following information which provides an outline of potential causes for profile discrepancies that may exist between the source and target organizations when including profiles in change sets:

 
  • Adding profiles or permission sets to outbound change sets is designed to allow administrators to migrate permissions for Users so they can access new functionality. Including profiles in change sets is NOT designed to be a tool or method to update profile settings and permissions for functionality already existing in the target environment as per the Change Sets Best Practices documentation.
 
  • To deploy included profile's CRUD or object level access for custom objects, the custom object component type must be included in the change set.  
Note: If object components are not included along with profiles, newly created profiles inherit the current object level access established in the license type's corresponding standard profile in the target organization. It's critical to review CRUD access to ensure newly created or deployed profile object level access in the target organization isn't greater than access set in the source organization.
 
  • Starting in API version 30.0, when deploying a new custom field, the default values for the editable and readable fields in profile field permissions are false. To override the default values, include field permissions for the new field in your profiles.
 
  • A deployment containing a profile and record type, but not the assigned page layout for that record type, removes the existing layout assignment from the profile for that record type. Always include all page layouts for all required record types in the change set. See the Special Behavior in Deployments documentation for more details.
 
  • Profiles or permission sets and field-level security — The contents of a retrieved profile or permission set depend on the other contents of the retrieve request. For example, field-level security for fields included in custom objects is returned at the same time as profiles or permission sets.
 
  • Standard apps, such as Sales and Service; cannot be added as components to change sets while custom apps can. Because of this, it's not possible to set a standard app as the default for a profile using a change set.
 
  • Deployed custom tabs are hidden by default for all users. They’re visible only if the change set also contains profiles that set the visibility property appropriately. See Components Available in Change Sets for more details.
Knowledge-artikkelnummer

000386377

 
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Salesforce Help | Article