AppFrontier recommends testing all Salesforce and Chargent configurations in a Salesforce sandbox, prior to moving into production. This is recommended for upgrades or changes in configuration once you are already live with Chargent as well.
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 include changes you make under the Setup menu in Salesforce. No record data is included.
To Use Change Sets
Upload your Change set in your Sandbox:
- Click the gear icon
on the top right side of Salesforce and click Setup
- Under Environments, select Change Sets, and Outbound Change Sets.
- Click New (if you haven’t yet setup any Change Sets)
- Select the Components and Profiles that will be part of the Change Set
- Save
- Click Upload
Deploy the Change Set from your Production Org:
- Click the gear icon
on the top right side of Salesforce and click Setup
- Under Environments, select Change Sets, and Inbound Change Sets.
- Find the Change Set and click Deploy
Change Sets can only be sent between orgs that are affiliated with a Production Org.
You will still need to install Chargent into Production from our links provided. Change sets are simply a way of moving any custom work you have done from sandbox to production.
For more information on using Change Sets to move configuration updates from your Salesforce Sandbox to your Production Org, please see: