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harun kumarharun kumar 

How to automate Post Deployment Steps in Salesforce?

Hi Guys,
Could you please suggest me how to automate this type of Post Deployment Steps in SalesForce. Because I am getting 100's of Post Deployment Steps and this is time consuming process.
EX: 
1>Setup --> Permission Sets --> navigate to one of the 'Permission Set Label' --> Object Settings --> click on Tasks --> click on Edit button --> navigate to one of the field --> enable the both (Read & Edit ) checkboxes --> then Save

2>setup->object->task->find paglayout section ->find "given Task - Click Submitted" ->click on edit ->drag and drop cancel button->save.


These are one of the Post Deployment Steps.
Can you please give me Answers for this It will Great help to me.Thanks In Advance.
PaqsPaqs
Hi Harun,

You can actually just use ChangeSets and add both the PermissionSets for 1 and the PageLayouts for 2 as part of your changesets so you do not have to do it manually.

Check this for details: https://help.salesforce.com/apex/HTViewHelpDoc?id=changesets_about_components.htm&language=en_US

This list has Page Layouts and Permission Sets which should help in your case

Also this trailhead: https://developer.salesforce.com/trailhead/en/module/app_deployment
Ravi Chandra 56Ravi Chandra 56
Hi Harun,
 
It is nice to see that you have posted about an issue that is very common when trying to Automate Post Deployment Steps. Following is what you can do.
 
Create your package.xml that will define the metadata types you want to retrieve in a payload, which is the retrieval end result and save it on your desktop/laptop. This can be downloaded and saved as a zipped file.
 
<Package xmlns="http://soap.sforce.com/2006/04/metadata" (http://soap.sforce.com/2006/04/metadata%22)>
<!-- ************************** 
    <types>
     <members>*</members>
     <name>CustomObject</name>
    </types>
    <types>
        <members>*</members>
        <name>Layout</name>
    </types>
    <types>
        <members>*</members>
        <name>CustomApplication</name>
    </types>
    <types>
        <members>*</members>
        <name>CustomTab</name>
    </types>
    <types>
        <members>*</members>
        <name>ApexClass</name>
    </types>
    <types>
        <members>*</members>
        <name>ApexPage</name>
    </types>
    <types>
        <members>*</members>
        <name>ApexClass</name>
    </types>
************************** --> 
    <types>
     <members>PermissionSetName</members>
     <name>PermissionSet</name>
    </types>    
    <types>
     <members>ProfileName</members>
     <name>Profile</name>
    </types>
    <version>36.0</version>
</Package>
 
Upload the above package.xml in https://workbench.developerforce.com/login.php and retrieve the metadata. Once the retrieval is done, download the zip file to your local system and upload it on workbench and deploy to target org.
 
Adding to the above I came across this tool AutoRABIT which also supports full profile deployment from one salesforce org to another. The full profile deployment also handles non-existent metadata member access permissions and visibility settings while performing migration.
 
I believe if you want to customize any features to automate like remove access permissions in the specified org, AutoRABIT might offer such automated processes for the manual steps.
 
Hope this helped your question.