Salesforce - multiple pre production environments





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I am pretty new to Salesforce, just learning. My background is custom applications using Java. So I have two questions:



1) How can I have multiple pre-production environments in Salesforce - like dev, QA and UAT?



2) How can I apply the same configuration/code changes I applied in dev to QA and UAT (or how can I promote my changes from dev to QA and UAT)?










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    There are some excellent Trailhead modules that cover Salesforce's preprod environments and migration tools. Try Change Set Development Model, Package Development Model, Org Development Model, and various other Salesforce DX modules.

    – David Reed
    3 hours ago


















1















I am pretty new to Salesforce, just learning. My background is custom applications using Java. So I have two questions:



1) How can I have multiple pre-production environments in Salesforce - like dev, QA and UAT?



2) How can I apply the same configuration/code changes I applied in dev to QA and UAT (or how can I promote my changes from dev to QA and UAT)?










share|improve this question









New contributor




ThomasKA is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.
















  • 2





    There are some excellent Trailhead modules that cover Salesforce's preprod environments and migration tools. Try Change Set Development Model, Package Development Model, Org Development Model, and various other Salesforce DX modules.

    – David Reed
    3 hours ago














1












1








1








I am pretty new to Salesforce, just learning. My background is custom applications using Java. So I have two questions:



1) How can I have multiple pre-production environments in Salesforce - like dev, QA and UAT?



2) How can I apply the same configuration/code changes I applied in dev to QA and UAT (or how can I promote my changes from dev to QA and UAT)?










share|improve this question









New contributor




ThomasKA is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.












I am pretty new to Salesforce, just learning. My background is custom applications using Java. So I have two questions:



1) How can I have multiple pre-production environments in Salesforce - like dev, QA and UAT?



2) How can I apply the same configuration/code changes I applied in dev to QA and UAT (or how can I promote my changes from dev to QA and UAT)?







deployment environment






share|improve this question









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ThomasKA is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.











share|improve this question









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ThomasKA is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
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edited 3 hours ago









Jayant Das

18.9k21331




18.9k21331






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asked 3 hours ago









ThomasKAThomasKA

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New contributor




ThomasKA is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.





New contributor





ThomasKA is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.






ThomasKA is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.








  • 2





    There are some excellent Trailhead modules that cover Salesforce's preprod environments and migration tools. Try Change Set Development Model, Package Development Model, Org Development Model, and various other Salesforce DX modules.

    – David Reed
    3 hours ago














  • 2





    There are some excellent Trailhead modules that cover Salesforce's preprod environments and migration tools. Try Change Set Development Model, Package Development Model, Org Development Model, and various other Salesforce DX modules.

    – David Reed
    3 hours ago








2




2





There are some excellent Trailhead modules that cover Salesforce's preprod environments and migration tools. Try Change Set Development Model, Package Development Model, Org Development Model, and various other Salesforce DX modules.

– David Reed
3 hours ago





There are some excellent Trailhead modules that cover Salesforce's preprod environments and migration tools. Try Change Set Development Model, Package Development Model, Org Development Model, and various other Salesforce DX modules.

– David Reed
3 hours ago










1 Answer
1






active

oldest

votes


















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This is your staring point Application Lifecycle and Development Models which will help you to understand more about this topic in Salesforce. As for your questions, below are pointers, where you will find more details on the linked documentation for these topics.




1) How can I have multiple pre-production environments in Salesforce - like dev, QA and UAT?




In Salesforce you utilize Sandboxes or Scratch Orgs for these purposes. The number of sandboxes/scratch orgs depends on the edition of your Production instance.




2) How can I apply the same configuration/code changes I applied in dev to QA and UAT (or how can I promote my changes from dev to QA and UAT)?




You can do this using couple of different ways:




  • Metadata deployments

  • Change Sets

  • Salesforce DX








share|improve this answer
























  • On the management of configuration/code changes my recommendation is to use a VCS and only deploy from there to your orgs (obviously bearing in mind the limitations applied by Salesforce to certain org types and the need to use Change Sets at times). The source of truth should be your VCS, not some unversioned org.

    – Phil W
    3 hours ago












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1 Answer
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1 Answer
1






active

oldest

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active

oldest

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active

oldest

votes









2














This is your staring point Application Lifecycle and Development Models which will help you to understand more about this topic in Salesforce. As for your questions, below are pointers, where you will find more details on the linked documentation for these topics.




1) How can I have multiple pre-production environments in Salesforce - like dev, QA and UAT?




In Salesforce you utilize Sandboxes or Scratch Orgs for these purposes. The number of sandboxes/scratch orgs depends on the edition of your Production instance.




2) How can I apply the same configuration/code changes I applied in dev to QA and UAT (or how can I promote my changes from dev to QA and UAT)?




You can do this using couple of different ways:




  • Metadata deployments

  • Change Sets

  • Salesforce DX








share|improve this answer
























  • On the management of configuration/code changes my recommendation is to use a VCS and only deploy from there to your orgs (obviously bearing in mind the limitations applied by Salesforce to certain org types and the need to use Change Sets at times). The source of truth should be your VCS, not some unversioned org.

    – Phil W
    3 hours ago
















2














This is your staring point Application Lifecycle and Development Models which will help you to understand more about this topic in Salesforce. As for your questions, below are pointers, where you will find more details on the linked documentation for these topics.




1) How can I have multiple pre-production environments in Salesforce - like dev, QA and UAT?




In Salesforce you utilize Sandboxes or Scratch Orgs for these purposes. The number of sandboxes/scratch orgs depends on the edition of your Production instance.




2) How can I apply the same configuration/code changes I applied in dev to QA and UAT (or how can I promote my changes from dev to QA and UAT)?




You can do this using couple of different ways:




  • Metadata deployments

  • Change Sets

  • Salesforce DX








share|improve this answer
























  • On the management of configuration/code changes my recommendation is to use a VCS and only deploy from there to your orgs (obviously bearing in mind the limitations applied by Salesforce to certain org types and the need to use Change Sets at times). The source of truth should be your VCS, not some unversioned org.

    – Phil W
    3 hours ago














2












2








2







This is your staring point Application Lifecycle and Development Models which will help you to understand more about this topic in Salesforce. As for your questions, below are pointers, where you will find more details on the linked documentation for these topics.




1) How can I have multiple pre-production environments in Salesforce - like dev, QA and UAT?




In Salesforce you utilize Sandboxes or Scratch Orgs for these purposes. The number of sandboxes/scratch orgs depends on the edition of your Production instance.




2) How can I apply the same configuration/code changes I applied in dev to QA and UAT (or how can I promote my changes from dev to QA and UAT)?




You can do this using couple of different ways:




  • Metadata deployments

  • Change Sets

  • Salesforce DX








share|improve this answer













This is your staring point Application Lifecycle and Development Models which will help you to understand more about this topic in Salesforce. As for your questions, below are pointers, where you will find more details on the linked documentation for these topics.




1) How can I have multiple pre-production environments in Salesforce - like dev, QA and UAT?




In Salesforce you utilize Sandboxes or Scratch Orgs for these purposes. The number of sandboxes/scratch orgs depends on the edition of your Production instance.




2) How can I apply the same configuration/code changes I applied in dev to QA and UAT (or how can I promote my changes from dev to QA and UAT)?




You can do this using couple of different ways:




  • Metadata deployments

  • Change Sets

  • Salesforce DX









share|improve this answer












share|improve this answer



share|improve this answer










answered 3 hours ago









Jayant DasJayant Das

18.9k21331




18.9k21331













  • On the management of configuration/code changes my recommendation is to use a VCS and only deploy from there to your orgs (obviously bearing in mind the limitations applied by Salesforce to certain org types and the need to use Change Sets at times). The source of truth should be your VCS, not some unversioned org.

    – Phil W
    3 hours ago



















  • On the management of configuration/code changes my recommendation is to use a VCS and only deploy from there to your orgs (obviously bearing in mind the limitations applied by Salesforce to certain org types and the need to use Change Sets at times). The source of truth should be your VCS, not some unversioned org.

    – Phil W
    3 hours ago

















On the management of configuration/code changes my recommendation is to use a VCS and only deploy from there to your orgs (obviously bearing in mind the limitations applied by Salesforce to certain org types and the need to use Change Sets at times). The source of truth should be your VCS, not some unversioned org.

– Phil W
3 hours ago





On the management of configuration/code changes my recommendation is to use a VCS and only deploy from there to your orgs (obviously bearing in mind the limitations applied by Salesforce to certain org types and the need to use Change Sets at times). The source of truth should be your VCS, not some unversioned org.

– Phil W
3 hours ago










ThomasKA is a new contributor. Be nice, and check out our Code of Conduct.










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ThomasKA is a new contributor. Be nice, and check out our Code of Conduct.













ThomasKA is a new contributor. Be nice, and check out our Code of Conduct.












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