Migrate Custom Function from Sandbox to Production by Using a DevOps Data Kit

Use a DevOps data kit to move custom function deployments from sandbox to production after you validate chunking behavior in a sandbox. You can migrate in one of these ways:

  • Move only the custom function deployment, and then create a new search index in production that uses the migrated function.
  • Move the search index, custom function deployment, and required dependencies together in the same migration package.
Edition Table
Available in: Developer, Enterprise, Performance, and Unlimited Editions. See Data 360 edition availability.
User Permissions Needed
To migrate custom function deployments from sandbox to production:Permission set:
  • Data Cloud Architect

Prerequisites 

  1. Access both sandbox and production Data 360 orgs, with required permissions in both environments.

  2. Enable Code Extension in Data Cloud Setup by using Feature Manager. See Enable Data 360 Features in Feature Manager.

  3. Validate your custom function deployment in sandbox before migration. See Use a Custom Chunking Function in a Search Index and Verify Custom Chunking Results.

Step 1: Create a DevOps Data Kit 
  1. In your sandbox org, go to Data Cloud Setup.
  2. Under Developer Tools, click Data Kits.
  3. Click New.
  4. For Data Kit Type, select DevOps.
  5. Name the data kit, add an optional description, and save.

Step 2: Add Components to the Data Kit 

Choose the components based on your migration path:

  • To move only the function deployment, click Add next to Data Custom Codes, select your custom function deployment, and click Save.
  • To move the search index, function, and dependencies together, add all of these components:
    • Data Custom Codes: your custom function deployment.
    • Search Index: the search index that uses your custom function.
    • Any required dependencies referenced by the search index configuration.

Step 3: Review and Publish the Data Kit 
  1. Review the component list and confirm that all required dependencies are included.
  2. Click Publish.

Step 4: Add the Data Kit to a Package 

For detailed instructions, see Add the Data Kit to a Package.

Step 5: Deploy the Data Kit to Production 
  1. In your production org, go to Data Cloud Setup, and click Data Kits.
  2. Open your data kit, and click Data Kit Deploy.
  3. Select a data space, provide connection org details for the data bundle, and click Deploy.
  4. Check Deployment History to monitor progress and confirm completion.

Step 6: Create or Verify the Search Index in Production 
  • If you migrated only the function deployment, create a new search index in production by using Advanced Setup, set Chunking Strategy to Code Extension, and select the migrated function deployment.
  • If you migrated the search index with the function and dependencies, verify that the migrated search index is available and uses the expected custom function configuration.

Next Step 

Code Extension in Data 360
Use Custom Script in Data 360
Use Custom Functions in Data 360
Quick Start
Set Up Salesforce CLI for Custom Functions
Write and Validate a Custom Chunking Function
Deploy Custom Function to Data 360
Monitor Custom Function Deployments
Use a Custom Chunking Function in a Search Index
Verify Custom Chunking Results
Migrate Custom Function to Production