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Promote Personal Org Workspace Assets to Production

Promote Personal Org Workspace Assets to Production

Promote work to the production org without manual handoffs. Built-in dependency checks and contextual notes help admins approve requests. Real-time Task Manager updates keep promotion workflows transparent and trackable from start to finish.

Required Editions

  1. Select an asset in your workspace.
  2. From the asset dropdown menu, select Promote.
    Selecting Promote from the asset menu.
  3. Click Next.
  4. Review the asset dependencies, and then click Next.
    Lisiting of dependent assets.
  5. Type in a description that helps the admin understand the asset’s purpose.
    Typing in justification in the Reason for promotion description.
  6. Click Submit for Promotion.
  7. Click the link in the banner to open Task Manager and monitor the promotion’s progress.
    Banner with link to Task Manager.
 
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Salesforce Help | Article