Migrate resources such as custom buttons, OFC_Template records, etc. from the Sandbox to the production environment.
9.1. Resources & How to Migrate
| Resources | Details | How to Migrate |
| Custom Button | Custom button created on the target object | Change set or migration tool. |
| Page layout | Page layout with the custom button | Change set or migration tool. |
| Permissions | Permissions for Office File Creator | Manually grant authorizations for custom objects, fields, etc. to profiles.
If you have created a permission set for Office File Creator, grant the permission set to the target user after migrating the permission set with a change set or migration tool. |
| OFC_Template record | OFC_Template record, OFC_Child Object Option record | Dataloader. |
| Attached file | Template file uploaded to OFC_Template record | After creating OFC_Template record in the production environment, upload the file from the OFC_Template record page.
Or Using Dataloader. Please refer to Uploading Attachments on the Salesforce official page for how to migrate attachments with Dataloader. *The free version allows template files to be uploaded only from the OFC_Template record screen. |
9.2. References
Please refer to the official Salesforce help page below for more information on change sets and Dataloader.
・Deploy change sets from sandbox to production
https://help.salesforce.com/s/articleView?id=000315564&type=1
・Dataloader
https://developer.salesforce.com/docs/atlas.en-us.236.0.dataLoader.meta/dataLoader/data_loader.htm