What is best practice when upgrading your production instance

Danny Barker
Tera Contributor

Hello,  We have been working on a complete revamp of our company production instance.  This is from a complete Service Portal makeover, new flows, fulfiller form layouts, assignment rules, UI policies, etc. 

 

We have been creating update sets over the last few months in our Dev environment and just recently got a Test instance to move them over to.  We are now working UAT in the Test instance and fixing with a new update set in Dev if needed and will be moving these update sets to production very soon.   

 

My question is what is the best practice approach to move update sets to Prod?  Our plan was to confirm all update sets are working in the Test instance, These update sets will all be numbered in Dev in the order they were moved to Test.  We would then clone Prod down to Test.  Lastly we would move the update sets from Dev to Prod.

 

If there is any reason we would need to fall back on the the Prod copy that was moved to Test, can that be done?  From what I have found is that you cannot promote an instance to Prod. Is this accurate.  

 

I appreciate anyone's assistance to help guide the proper path for the outlined steps. 

 

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