deploying case status values from sandbox
Summary
Deploying standard case status values along with a support process in Salesforce is challenging because standard picklists like Case Status cannot be deployed directly with change sets. The workaround involves including the support process by adding its associated record type and dependencies in the change set, and separately retrieving and deploying the Case Status picklist via the Metadata API using Workbench. This approach avoids the overhead of using DevOps Center and allows Salesforce teams to transfer support processes and related status values from sandbox to production effectively.
Takeaways
- Include the record type and support process via 'view / add dependencies' in change sets.
- Retrieve standard Case Status picklist metadata using a custom package.xml and Workbench.
- Deploy the retrieved Case Status metadata to production separately before deploying the change set.
- Avoid unnecessary DevOps Center overhead if only deploying support processes and picklist values.
- Optionally package the change set and Case Status metadata together but separate deployment is simpler.
after a long long time created a new support process in sandbox, and of course you cant deploy standard picklists with change sets. if i had used devops center i would prob be sorted, but I would have to redo everything. i found it to be too much overhead to deal with for what we needed, and havent played with it recently. so instead, i did the following 1) include the support process in the change set make sure your change set includes the record type associated with the support process. then click 0 view / add dependencies1 and you can select the support process to include it. thats the only way to get it 2) retrieve case status via metadataapi / workbench create a file named package.xml and include this and only this <?xml version="1.0" encoding="UTF-8"?> <Package xmlns="http://soap.sforce.com/2006/04/metadata"> <types> <members>CaseStatus</members> <name>StandardValueSet</name> </types> <version>61.