> For the complete documentation index, see [llms.txt](https://docs.valorx.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.valorx.com/valorx-wave/surf-the-wave/migrate-grid-in-wave-embedded/migration-using-change-sets.md).

# 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.&#x20;

{% hint style="warning" %}
Before restoring the page in Production, make sure the required Backup & Restore steps are completed to preserve your configurations.
{% endhint %}

***

### 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.

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2F3ZGhTFyekNU0mMeyXwE8%2FM%20Set%20Up%20Deployment%20Connection%20(Production).gif?alt=media&amp;token=a38c7810-1bbb-4957-b0cb-02347265666a" alt=""><figcaption><p>Set Up Deployment Connection</p></figcaption></figure>

***

### 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.

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2F7V0AuglfYEFOmiBTUjtw%2FM%20Backup%20and%20Restore%20v2.gif?alt=media&amp;token=8233130b-4be8-464a-9d53-f593bc0d5b18" alt=""><figcaption><p>Backup and Restore the Grids</p></figcaption></figure>

***

### 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.

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FOot20jR3BlRFdNCfRCPb%2FCreate%20an%20Outbound%20Change%20Set%20(Sandbox).gif?alt=media&amp;token=3cd97c8d-0ee7-423d-b28c-47c24643e92f" alt=""><figcaption><p>Create Outbound Change Sets</p></figcaption></figure>

#### 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**.

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2Fweye5qOzLoeesvK05u6z%2FAdd%20Change%20Set%20Components.gif?alt=media&amp;token=2b278e61-2255-49e9-86a5-4b19902f35e7" alt=""><figcaption><p>Add Change Set Components</p></figcaption></figure>

#### Add Profiles

1. Click **Add Profiles**
2. Choose the profiles.
3. Save your updates.

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FQ5EDIF6kIYtfugNPbtjR%2FAdd%20Profiles.gif?alt=media&amp;token=4a7bd619-280a-48d1-8fa7-2b0297517704" alt=""><figcaption><p>Add Profiles</p></figcaption></figure>

#### Upload the Change Set

1. Click **Upload**.
2. Select the target Production org.
3. Confirm the upload.

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2F9JQrY98EBR8lLNYxdYsq%2FUpload%20Change%20Sets.gif?alt=media&amp;token=076ab101-bbea-4e2c-9f4e-bd85ba21f8dd" alt=""><figcaption><p>Upload The Change Sets</p></figcaption></figure>

***

### 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).&#x20;
5. After successful validation, click **Deploy**.

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2F5xnhJl9OKN57qknfw0XG%2FDeploy.gif?alt=media&amp;token=83a7c6f0-3530-4d4b-b6ad-6ec9ac7855d1" alt=""><figcaption><p>Deploy the Change Sets</p></figcaption></figure>

***

### 7. Post‑Deployment

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

***

### 8. Troubleshooting

#### &#x20;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.
