Deploying new features from a sandbox to production is a crucial part of Salesforce development—and when it comes to Agentforce, getting it right is essential to maintain seamless operations and powerful customer interactions.
In this blog, we’ll walk you through how to deploy Agentforce from a Test Org (Sandbox) to a Production Org using a Change Set. Whether you’re a developer, admin, or someone exploring the Salesforce ecosystem, this guide will help ensure a successful migration of your Agentforce components.
The Challenge
Deploying Agentforce isn’t just about moving code—it’s about ensuring that all necessary components are accurately transferred, functionality is preserved, and everything works as expected in the live environment.
The Solution: Step-by-Step Deployment with Change Sets
Here’s how you can deploy Agentforce using Change Sets in Salesforce:
- Start in the Sandbox
- Open the Agent Builder in your Test Org.
- Identify the custom topic—such as Quote Management—that needs to be deployed.
- Navigate to Outbound Change Sets
- Use the Quick Find box to search for Outbound Change Sets.
- Select the option and click Continue.
- Connect Your Orgs
- Ensure the Production Org is connected to your Sandbox. This step is crucial for transferring components.
- Create or Select a Change Set
- If none exist, create a new one (e.g., Custom Agentforce Production Change Set).
- Or select an existing one for reuse.
- Add Agentforce Components
Click the Add button and include the following:
- Flow Action Definition – Defines flow-based actions.
- Apex Class Definition – Contains the core logic for Agentforce.
- Generative AI Function Definition – Defines AI-driven agent actions.
- Generative AI Planner Definition – Adds default agent workflows.
- Generative AI Plugin Definition – Adds agent topics for interaction.
- Upload the Change Set
- Click Upload to transfer it to the Production Org.
- Be patient—the process may take time depending on complexity.
- Validate in Production
- Go to Inbound Change Sets in the Production Org.
- Select your uploaded Change Set and click Validate.
- If everything checks out, click Deploy.
- Verify the Deployment
- Navigate to Agent Actions and refresh the page.
- Open Agent Builder to confirm new actions and topics under Quote Management.
- Test by adding a sample prompt. If the system responds accurately, your deployment is a success!
Conclusion
Deploying Agentforce from a sandbox to production using Change Sets ensures a structured, secure, and efficient rollout. By following the steps above, you can maintain system reliability while delivering impactful agent interactions in Salesforce.
Want to master Agentforce?
Enroll in our Agentforce Training Program and become an Agentforce expert!
Gain hands-on skills, learn best practices, and elevate your Salesforce capabilities with confidence.
Get started today and transform your Salesforce journey! Contact us at salesforce@cldystage.wpengine.com for more details.