Deploying Using Standard Credentials

Deployment helps to migrate objects (kanban, forms, actions) with their dependencies between organizations.

This method of deployment uses standard credentials authentication mechanism. This way require you to store target Salesforce Org credentials in a Salesforce Source Org.

Before deploying please make sure you have set up in both organizations CSP Trusted Site URLs and CORS URLs.

See details at Setup Application.

Select components for the deployment and click Deploy button:

Deployment form will be shown. Select server and enter login information:

Server: select type of the target organization - Sandbox, Production/Developmer or Other .

"Other" is used when there are issues with login and you may need to manually enter your target organization Salesforce base URL. To get it go to your target org, switch to the classic mode. Base URL is the part which ends with "salesforce.com".

Enter User Name and Password. You may need to add also your security token to the password if your IP address is not in the trusted list.

Click Next.

Deployment tool will collect all related items and suggest them in the deploy list.

You can deploy all from suggested list or select required items.

When you select some item all sub-items are selected automatically. If you need to select only one item use alt/option click.

For existing items you can select to create new or overwrite the existing one.

After the deployment you will see deployment result in Status column.