Step 6: Synchronize Changes and Send to Upper Environment / Production
What is Synchronization?
Synchronization pulls changes from the upper environment into the instance in the current environment, ensuring your instance is aligned before deploying changes forward.
In Sandbox environments, changes must be synchronized and deployed in a structured sequence depending on your setup. This ensures environment consistency and prevents conflicts or data loss.
Best Practise
Syncing before deployment is optional, but is strongly recommended to prevent data loss or conflicts. Skipping this may result in inconsistency between environments.
If your Sandbox setup includes multiple environments (e.g., Staging, UAT), you must first sync the changes with the next upper environment. You cannot send changes directly to Production in this case.
If your setup includes only one environment apart from the default Production environment, you will only be allowed to send changes directly to Production.
Button Labels dynamically reflect your target environment:
For Production: Sync with Production and Send to Production.
For other environments: Sync with Instance and Send to [Environment Name].
For Single-Environment Setups
(e.g., Development or Staging → Production)
If your Sandbox has only one testing environment apart from Production:
1. Synchronize with Production
Click Sync with Production at the top-right corner of your portal to pull the latest production changes.
You can monitor live logs during the sync. Once the sync is complete, click Close.

2. Send to Production
Once changes are synced, click Send to Production.
In the pop-up window, enter a deployment message and click Send to Production.
Changes are added to the Deployment Queue in the production environment.
The Send to Production button is then disabled until new changes are available.
For Multi-Environment Setups
(e.g., Development → Staging → Production)
If your Sandbox setup includes multiple environments, changes must pass through each upper environment in sequence and finally to the production environment.
1. Synchronize with Upper Environment Instance
Click Sync with Instance in the top-right corner of the current instance.
In the prompt, use the drop-down to select a source instance from the upper environment and click Sync with Instance.
Once synced, the last synced project will automatically replace any previously associated parent project. You can now send your changes to the next environment.
2. Send Changes to Upper Environment
Click Send to [Upper Environment Name] at the bottom of your portal.
In the pop-up, the target instance will display the synced instance.
Enter a deployment message and click Send to [Upper Environment Name].
The changes will be added to the Deployment Queue in the upper environment.
3. Deploy to Upper Environment
To access deployment queue:
In the target environment portal where changes from the previous environment are sent, navigate to
(settings) >> Advanced >> Sandbox >> Deployment Queue. You have the option to either deploy or reject the deployment from the queue. Click Deploy in the top-right to initiate deployment and confirm your action.

After deployment, click View Logs to check deployment status and details such as deploy message, user, and timestamp.
Repeat the sync and deploy steps for each upper environment in order.
4. Send to Production
Once changes reach the final environment before Production, click Send to Production. In the prompt, enter a deployment message and click Send to Production.

The changes are added to the Deployment Queue in the production environment, and the Send to Production button will be disabled until more changes are available.
The Deployment Queue holds all requests until actioned. Developers can request to deploy their changes to a parent environment or production by sending their changes to this queue.
Repeat for Additional Environments (Optional)
Step 7: Deploy to Production
To complete the deployment process:
In your production portal, navigate to
(settings) >> Advanced >> Sandbox >> Deployment Queue. Select the request and click Deploy.
After deployment, click View Logs to track the outcome and see details.
Reverting a Deployment (Optional)
If any issues arise due to the most recent deployment, the deployer or an admin has the option to revert the deployed changes once in the Production environment.
To revert a deployment:
Navigate to
(settings) >> Advanced >> Sandbox >> Deployment Logs. Click Revert Changes in the top-right corner of the page and confirm your action.
Only the latest deployment can be reverted.
Once reverted, the same project cannot be redeployed as-is.
To redeploy, you must make additional changes and send the project again through the deployment process.
Post-Deployment Handling
After a successful deployment, the project behaves differently depending on the type of lower environment:
Development Environments: The project is removed from the lower environment instance, and its state is updated to Ready.
Staging Environments: The project remains in the lower environment, and its state is updated to Idle.