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          Deploy Custom Metadata Types and Records to Production Orgs Using Change Sets

          Deploy Custom Metadata Types and Records to Production Orgs Using Change Sets

          Use change sets to deploy custom metadata types and records from a sandbox to another org. Typically you deploy the change set to a production org.

          Required Editions

          Available in: Salesforce Classic and Lightning Experience

          Available in: Enterprise, Performance, Unlimited, and Developer Editions

          You can create, edit, and delete custom metadata type records from installed packages in: Group and Professional Editions

          You can add custom metadata types and records to change sets using the Lightning Platform user interface. From Setup, enter Outbound Change Sets in the Quick Find box, then select Outbound Change Sets, click your change set name, and then click Add.

          Add Custom Metadata Types

          1. Select the Custom Metadata Type component type.
          2. Select the custom metadata type you want to add to your outbound change set.
          3. Click Add to Change Set.
          4. To view the dependent components, such as a custom field or a page layout, click View/Add Dependencies.
          5. Select the dependent components you want to add.
          6. Click Add to Change Set.

          Add Custom Metadata Records

          1. Select the custom metadata type’s label ​from the available component types, for example, Threat Tier. If the type is from a package that you’re extending, use Threat Tier [vacations].
          2. Select the records to add.
          3. Click Add to Change Set.

          If you add a record to a change set, its corresponding type is included in the list of dependent components. If you add a type to a change set, its records are not automatically included in the list of dependent components.

          For more information on using change sets, see the Change Set Development Model module on Trailhead.

           
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