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Sandbox to Production
I've made some major changes to a form in the Sandbox and now that I know it works correctly, I want to move the changes to Production.
Is there a way to do this without destroying the metrics?
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If your major changes involve removing fields, yes you'd lose any data that was in those fields when you remove them from your form in Production.
There are a few ways to do this.
- pull a report for any objects that contain that form and the fields you are removing - then for each field decide whether you need to move that data to another field or maybe you don't need to keep it. If moving the data the field you're moving it to can also be added to the report and you can make the changes right from there. Depending on number of fields and number of objects this can be time consuming and tedious.
- move the fields you're removing to an Admin only section on the form so no one else can see them
- make a new form that contains the fields you're removing, add that new form to all objects that contain the form you want to make the changes from sandbox to. By adding that new form, any fields with the exact same name should populate with that same data, so you've got still got it on those objects. Then you can remove the fields from your original form.
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