Use Change Sets to Migrate Bots Between Orgs

You can use change sets to move bots between sandbox and production. Testing your bot in a sandbox and then moving it to production ensures your bot works as designed and reduces downtime.

Required Editions

View supported editions.
User Permissions Needed
To build and manage Einstein Bots:

Customize Application

OR

Modify Metadata

OR

Manage Bots

Before creating a change set, make sure your source and destination orgs have a deployment connection.

  1. In your source org, create an outbound change set.
  2. In the Change Set Components section, click Add.
  3. Select the Bot component type, and then select your bot name. Click Add to Change Set.
  4. Click View/Add Dependencies. Select the bot version you want to include, and then select Add to Change Set.
  5. If your bot references custom flow definitions or Apex classes, include those components.
  6. Upload your outbound change set.
  7. When the change set is available in your target org, deploy your change set. Your bot is available on the Einstein Bots setup page.

Troubleshooting:

  • If you’re moving a new flow into an org where it doesn’t yet exist, you must activate the flow in the destination org before opening the bot.
  • Make sure to include the bot version in the change set.
  • If you’ve deleted a dialog that was attached to an intent set, you may have an isolated intent set. Learn more at Delete a Dialog with Intent Enabled.

Change Sets with Multiple Languages:

To migrate a bot with changes in multiple languages (for example, adding a secondary language to a preexisting bot)"

  • Select the Language Translation component type and include the secondary language.
  • Add a translation for the dialog name of each dialog.