In this video, I'm going to show you how
to deploy config changes in Salesforce apps
from your Salesforce sandbox to production.
My name is Stacey, and I'm from Chargent.
If you are a Salesforce admin or consultant,
who wants to learn about payments,
and be a super star for your organization,
then you are in the right place.
And by the way, we've made a special checklist for you
on 10 ways to make Salesforce payments,
safe, easy, and profitable.
So check that link in the description below.
So in our other sand box videos,
we covered the basics of Salesforce sand boxes,
and how to test payments and other integrations.
In this video, I'm going to give you
a few critically important things to consider
when going live from a sand box to production.
It is important to remember that licensing
is totally different in sandbox.
Especially for Salesforce app exchange apps, like Chargent.
In a sandbox,
there are no user licenses to assign
because sandboxes are set with a set license .
All features are also active normally in a sandbox
whereas in production, there may be features
which have not been enabled or licensed.
So a critical tip is to do some testing in production
once you have installed your apps,
and deployed your change sets to production.
Make sure that any licensing and user assignment is in place
and that you have assigned user license
to the users who will need them.
Log in as a user, not just admin.
When you are the Salesforce administrator,
you can normally see all or most data in Salesforce,
and modifying most everything too.
Your users in Salesforce will
have much lower visibility and access.
Very different read, write, and edit permissions.
As part of your testing changes,
deployed from sand box to production,
be sure to log in as a different user
with different permissions in your production org
to validate that changes made in sandbox
are working correctly in production.
Go to set up, and then to users,
and click login next to the name
of a user and log in as them.
Then make sure you can see and do everything you expect.
Here's a tip.
If you don't see the login link next to your users names,
you might need to contact Salesforce support
to enable this feature.
It isn't always there. Especially if you upgraded
from Salesforce Professional Edition
along the same lines, in Salesforce communities,
logging in as an end-user before go-live
is particularly critical.
There are lots of permissions that need to be enabled
to expose Salesforce data to the end-users in the community.
They are going to be drastically different
than for any named Salesforce user.
And especially different than for a Salesforce administrator
so it is the best practice to open
a new web browser, or incognito mode,
and log in using credentials for one of your end-users
in the new community before you launch.
This is the best way to make sure
that everything is configured correctly,
and that your users have access to
the data and functionality required in the community.
And no access to anything they shouldn't have.
For an app like Chargent, you will need to install
the app directly into production.
Installed packages, what Salesforce app exchange apps are,
are not copied from sandbox configurations.
Chargent can be installed from our website,
using the package installation manager,
which selects the correct pieces of your Chargent set up.
You can migrate configuration changes
from your sandbox to production,
using Salesforce change sets.
Change sets are a convenient way
to move configuration changes
from one Salesforce org to another.
And only includes change you make
under the set up menu in Salesforce.
No record data is included.
Once you have installed Chargent in production,
and migrated the configuration from your Salesforce sandbox
it's time to test some more.
Make sure you test with end-user as described above.
Test some real live payments,
to make sure that part is set up correctly for Chargent
and do a final run through any user requirements.
And now check out this next video,
where you can see parts one and two
of the series on Salesforce sandboxes.
My name is Stacey, and at Chargent we're dedicated
to helping Salesforce costumers
like you, keep your payments simple.
And remember, we're always here to help.