How to deploy support process in salesforce


How to deploy Support Process in Salesforce?

  1. Create an outbound changeset.
  2. Add the record types.
  3. Click “Add/View” dependencies.
  4. Add the required processes.


How do I create a support process in Salesforce?

From Setup, enter Users in the Quick Find box and select Users. Click New User and enter the details. Click Save. Now create a product support process. From Setup, enter Support Processes in the Quick Find box and select Support Processes. Click New and complete the field details.

How do I enable deployment in Salesforce?

Authorize the Deployment Connection: Log into the Salesforce environment that’ll receive inbound change sets. Usually this is the production environment related with your development or QA sandbox. From Setup, enter Deployment in the Quick Find box, and then select Deployment Settings.

What happens if deployment fails in Salesforce?

If the deployment is unable to complete for any reason, the entire transaction will be failed and rolled back. After deployment completes successfully, all changes are committed to your environment, and the deployment can’t be rolled back. Change sets do not support all the Salesforce components.

How many environments are required for Salesforce deployment?

As a Salesforce Developer we know that we have at least three/four Environment for Salesforce Deployment Successful deployment of the changes done by developer doesn’t happen by accident. It takes time to plan the process and sometimes it takes more than one attempt to complete the Salesforce deployment successfully.


How do you deploy a case support process in Salesforce?

How to deploy Support Process in Salesforce?Create an outbound changeset.Add the record types.Click “Add/View” dependencies.Add the required processes.

How do I use support process in Salesforce?

From Setup, click Object Manager and select Case. Click Fields & Relationships, then click Type. In the Case Type Picklist Values section, click New….Create ProcessesFrom Setup, enter Support Processes in the Quick Find box and select Support Processes.Click New and complete the field details. … Click Save.More items…

What is a salesforce support process?

Salesforce Support Processes In the Salesforce Support process, we define the picklist values of the Status field which will be available to the user using that support process. By implementing different support processes, we can have different resolving process cycle for each kind of case.

What are the different ways of deployment in Salesforce?

There are three deployment options in Salesforce:Change sets.Metadata API.Ant Migration Tool.

What is support process in case?

Support processes are used to add or remove the status values of cases. After a support process has been created its assigned to a record type.

What are support processes?

Support processes are enabling processes designed to assist the value-delivering core processes by providing the resources and infrastructure required by primary processes.

What is the order of execution in Salesforce?

What is Order of Execution in Salesforce? A set of rules that describe the path a record takes through all automations and the events that happen from SAVE to COMMIT. Before Salesforce executes these events on the server, the browser runs JavaScript validation if the record contains any dependent picklist fields.

What is lead process in Salesforce?

A lead process allows you to define or customize status values or stages for leads.

How does Web to case work in Salesforce?

Web-to-Case in Salesforce is an innovative feature that helps you gather customer support requests directly from your company’s website and automatically generate up to 5,000 new cases a day. This can help your organization respond to customers faster, improving your support team’s productivity.

What is Salesforce deployment process?

Salesforce Deployment is nothing but copying/transferring Salesforce metadata from one Salesforce organization to another. There are various methods to achieve Salesforce metadata deployment. Different Deployment Methods. Change Sets. Eclipse with IDE ( Deprecated)

What are Salesforce deployment tools?

Best Salesforce DevOps toolsDeployment Tools. The key to successful Salesforce DevOps is to enable speed while maintaining software quality. … Version Control. Version control systems (VCSs) allow users to backtrack to a previous state at any time. … CI/CD. … Rollback. … Testing. … Reporting. … Backup Tools. … Data Backup.More items…•

How do you deploy data in Salesforce?

To use the change sets feature, a deployment connection is required….Deploy Your ChangesChoose Your Tools for Developing and Deploying Changes. … Connect Organizations for Deployment. … Change Sets. … Modify Metadata Through Metadata API Functions Permission. … Special Behavior in Deployments. … Monitor Deployments.

Learning Objectives

Create processes to streamline a support team’s workflow and case management.

Create a New User Using Setup Flow

Before you get going on that, add user Ada Balewa, Ursa Major Solar’s Customer Support Specialist.

Configure Case Status Picklist Values

To help Ursa Major’s customer support reps track cases more efficiently, add values and customize your case status picklist values to track the status and life cycle of cases.

Create Processes

Now create a product support process to support product-related cases.

Create Case Page Layouts

Create a product support case page layout to show information specific to product-related cases.

Create Record Types

Now, create Product Support and Inquiry Record Types using the Case Page Layouts you just created. The Record Type will determine which case page layout you see when creating a case.

Create a Case to Test Your Support Processes

To test the inquiry process you set up, create an Inquiry case using the new Inquiry record type. Pat Stumuller, a customer contact at Pyramid Construction, called in to find out what kind of warranty his company has for their solar panels. Log a case to track the inquiry.

How BitBucket Deployment Works in Salesforce?

Typically there are several Salesforce developers work on a single business project. It means there are many business units to handle different modules of the same project.

BitBucket Salesforce Deployment: Approval Process and Merge

When you create the pull request, it should get approved by the Architect of the team or project manager before getting merge into the QA branch.

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Learning Objectives


  • As the admin for AW Computing, you get lots of requests to help streamline processes and boost efficiency. And with your Awesome Admin skills, you deliver on those requests. The company has a brand-new vice president of services, Noah Larkin, and he’s anxious to make some productivity-enhancing changes. He’s asked for your help changing how his team handles cases. The suppor…

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Follow Along with Trail Together

  • Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series.

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Add A User

  • Before you get going on that, add Noah Larkin as a user. 1. From Setup, enter Users in the Quick Find box and select Users. 2. Click New User and enter the details. 3. Click Save.

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Create Processes

  • Now create a product support process. 1. From Setup, enter Support Processes in the Quick Find box and select Support Processes. 2. Click New and complete the field details. 2.1. Existing Support Process: Master 2.2. Support Process Name: Product Support Process 2.3. Description: Process for logging product support cases 3. Click Save. 4. Leave the…

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