Migration Using Change Sets

This guide explains how to migrate Grids embedded in Lightning App Pages or Record Pages from a Sandbox environment into Production using Change Sets (Outbound and Inbound). It covers the full process; preparation, backup and restore, validation, and deployment so your pages move smoothly.

Before restoring the page in Production, make sure the required Backup & Restore steps are completed to preserve your configurations.

---

1. Prerequisites

• Admin access to both Sandbox and Production.

• Sandbox and Production environments must be connected via deployment settings.

• Pages must be activated and saved in the Sandbox.

2. Prepare the Pages in Sandbox

1. Open Setup.

2. Go to Lightning App Builder.

3. Confirm your App Page or Record Page is saved and activated.

4. Test the page in Sandbox to ensure it behaves as expected.

3. Set Up Deployment Connection (Production)

Before you can deploy from Sandbox, ensure Production allows inbound change sets:

1. In Production, open Setup.

2. Go to Deployment Settings.

3. Find your Sandbox and click Edit.

4. Check Allow Inbound Changes.

5. Save your changes.

Set Up Deployment Connection

---

4. Back Up and Restore (Required Before Deployment)

To preserve Matrix/Grid configurations used within the App Page:

In Sandbox

1. Open the App Page you want to migrate.

2. Click the More Options menu (the three dots).

3. Select Backup.

4. Back up all Grids and Matrices used on the page.

In Production

1. Go to Wave Admin → Settings → Backup and Restore.

2. Restore the backup file you created in Sandbox.

Restoring the backup in Production ensures all Grid and Matrix configurations are ready before you deploy the App Page.

Backup and Restore the Grids

---

5. Create an Outbound Change Set (Sandbox)

1. In Sandbox, go to Setup.

2. Search for Outbound Change Sets.

3. Click New and enter a name and description.

4. Save the change set.

Create Outbound Change Sets

Add Change Set Components

1. Click Add under the Change Set Components section.

2. From the Component Type dropdown, select:

   • Lightning Page for App Pages or Record Pages.

   • Tab (Only for App Page)

   • Lightning Web Component (if you have Row or Grid Action using LWC)

   • Aura (if you have Row or Grid Action using Aura)

   • Flow (if you have Row or Grid Action using Flow)

3. Select the relevant page(s) and click Add to Change Set.

Add Change Set Components

Add Profiles

1. Click Add Profiles

2. Choose the profiles.

3. Save your updates.

Add Profiles

Upload the Change Set

1. Click Upload.

2. Select the target Production org.

3. Confirm the upload.

Upload The Change Sets

---

6. Deploy the Change Set in Production (Inbound)

1. Log in to Production.

2. Go to Setup → Inbound Change Sets.

3. Locate the change set you uploaded.

4. Click Validate to preview deployment results (Optional).

5. After successful validation, click Deploy.

Deploy the Change Sets

---

7. Post‑Deployment

Once the Change Sets is deployed, you can make the App Page available in the Sales app.

---

8. Troubleshooting

Page not visible in Production

• Ensure the page is activated.

• Check app and profile assignments.

Missing components

• Repackage dependencies in a new change set.

Deployment errors

• Review the validation error message.

• Fix missing fields, components, or permission issues.