---
title: Deployment Steps
description: "1. **Preparation of Components for Deployment:** - Compile all custom components related to Accord Sync into a change set or work item (using Dev Ops Center). This can include: - Custom Objects - Custom Fields - Page Layouts - Lightning…"
url: "https://accordsync.com/docs/deployment-steps/"
updated: "2023-11-21"
category: Resources
---

# Deployment Steps

1. **Preparation of Components for Deployment:**
   - Compile all custom components related to Accord Sync into a change set or work item (using Dev Ops Center). This can include:
     - Custom Objects
     - Custom Fields
     - Page Layouts
     - Lightning Record Pages
     - Lightning Web Components
     - Apex Classes
     - Permissions Sets
     - Flow Definitions
   - Ensure that each component is properly documented and tested in the Sandbox environment.
2. **Verification and Installation of Latest Accord Sync Release:**
   - Check the [Release Notes](http://www.accordsync.com/docs/release-notes) on the Accord Sync website to confirm you have the latest version.
   - If an update is needed, contact [support@accordsync.com](mailto:support@accordsync.com) for the latest installation link.
   - Install the latest release of Accord Sync in the Production environment or target Sandbox.
3. **Deployment of Change Set to Production:**
   - Deploy the prepared change set to the Production environment.
   - Conduct a thorough review to confirm successful deployment.
   - Perform any necessary post-deployment steps, such as configuration adjustments or additional testing.
4. **Manual Copying of Accord Configuration Records:**
   - Carefully copy Accord Global Configuration and Accord Sync Object Configuration metadata records to the target organization.
   - Ensure only active configurations are transferred.
5. **Integration with QuickBooks:**
   - Connect your QuickBooks Company to Accord Sync.
   - Enable real-time updates from QuickBooks, ensuring data consistency across platforms.
     - Ensure you follow these [instructions](https://accordsync.com/docs/setup-webhooks-with-quickbooks-online/) to authorize Accord Sync to send webhooks to your Salesforce Organization.
6. **Activation of Salesforce Flows:**
   - Activate Salesforce flows designed for real-time updates from Salesforce to QuickBooks.
   - Confirm the correct functioning of these flows in the production environment.
7. **Initial Synchronization of Records:**
   - Perform an initial sync of records to align existing data between Salesforce and QuickBooks.
   - Verify the accuracy and completeness of the synchronized data.
8. **User and Admin Training:**
   - Conduct training sessions for users and administrators to familiarize them with the new system functionalities and workflows.
9. **Monitoring and Support:**
   - Monitor the system post-deployment for any issues or irregularities.
   - Establish a support plan for addressing any post-deployment concerns or questions.
   - We highly recommend one of your admins subscribing to the **Accord Record Status - Errors** report on a weekly basis to get reminders if any errors occur, so that they can be resolved quickly.
10. **Documentation and Feedback:**
    - Document the deployment process and any issues encountered.
    - Provide feedback to the development team for future improvements.