The BusinessProcess metadata type enables you to display different picklist values for users based on their profile. It extends the Metadata metadata type and inherits its fullName field.
Multiple business processes allow you to track separate sales, support, and lead life cycles. A sales, support, lead, or solution process is assigned to a record type. The record type determines the user profiles that are associated with the business process. For more information, see “ Managing Multiple Business Processes ” in the Salesforce online help.
So now the query is how to deploy this Business Process and Support process Via the changesets in SFDC?
If you see the component list you wont see the BusinessProcess in components to Add to the changeset.This is pretty weird as the metadata API for same is exposed in Salesforce .
Mnaually creating hundreds of process in each Instance can be time consuming and Tedious and Using Eclipse or Ant for this for an admin or Business analyst can be a huge exercise and error prone .
So again the same question how to Add these BusinessProcess In Changeset?
The answer is simple .We all have Add Dependency Button in changeset build
https://help.salesforce.com/HTViewHelpDoc?id=changesets_outbound_dependencies.htm&language=en_US
Here we will discover we have BusinessProcess to Select and Add to the Changeset.Its little weird that it does not appear as Parent Component during change set build .
May the force be with you All :)
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ReplyDeleteDeploying Business Processes and Support Processes in Salesforce via changesets involves a specific approach due to the nature of metadata types like BusinessProcess not being directly visible in the components list. Here's a step-by-step guide to help you through this process:
Add Record Types to Changeset:
Record types are the ones associated with Business Processes. In your changeset, include the record types that are tied to the Business Process and Support Process you want to deploy.
Include Object Metadata:
Include the metadata for the object associated with the Business Process. For example, if you're deploying a Sales Process, include the metadata for the object (e.g., Opportunity) in your changeset.
Include Profile Metadata:
As Business Processes are profile-specific, ensure that you include the profiles associated with the Business Process in your changeset. This might include Profile metadata.
Retrieve Metadata Using Salesforce CLI or Ant:
Use Salesforce CLI or Ant migration tool to retrieve the metadata. For Business Processes, you might use the force:source:retrieve command with the specific metadata names.
Modify and Deploy:
Once retrieved, you can modify the retrieved metadata files to update the Business Process details.
Deploy the modified metadata using Salesforce CLI or Ant with the force:source:deploy command.
Remember to test the changeset in a sandbox environment before deploying to production to catch any potential issues. The manual creation of processes can indeed be time-consuming, and using tools like Salesforce CLI can significantly streamline the process, especially for administrators and business analysts.
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