Beginning Salesforce DX: Versatile and Resilient Salesforce Application Development

Description

Refer to the practical guidance provided in this book to develop Salesforce custom applications in a more agile, collaborative, and resilient way using Salesforce Developer Experience (DX). You will learn how to use the Salesforce Command Line Interface (CLI) to simplify working with projects, metadata, data and orgs. The CLI integrates with your development tools of choice such as Visual Studio Code, and CI/CD tools to implement DevOps pipelines. Readers will also gain an understanding of the package development model, which improves application quality and maintainability by grouping metadata into highly cohesive, loosely coupled containers. Salesforce DX supports application development throughout the entire development lifecycle where a version control system, rather than a Salesforce org, is the source of truth. It became generally available in late 2017 and has now reached a stage of feature richness and stability that it is becoming more widely adopted. Beginning Salesforce DX provides development teams with practical, how-to examples of using Salesforce DX that go beyond the Salesforce documentation. Commands and their parameters are described, including any gotchas, and the outcome of the commands on a Salesforce org is explained. What You Will Learn • How to setup a Salesforce DX development environment • Understand the key Salesforce DX concepts and the Salesforce CLI • Work with Dev Hubs, projects, orgs, metadata and version control systems • Improve quality with test users and test data • Bootstrap pro-code development with templates • Apply Salesforce DX to an end-to-end package development project Who This Book Is For Internal teams developing custom Salesforce applications for an individual customer, or those creating commercial applications for distribution via the Salesforce AppExchange enterprise marketplace. All team disciplines will benefit from understanding and applying Salesforce DX, including pro-code, low-code and no-code developers, testers, release managers, DevOps engineers and administrators. A secondary audience includes those needing to understand key concepts when establishing or evolving an organisation’s application lifecycle management capability, such as capability leaders, architects, consultants and business analysts. Table of Contents About the Author About the Technical Reviewer Foreword Chapter 1: Introduction Chapter Summary Chapter 2: Environment Setup Installing the Salesforce CLI Installing the Java Development Kit Installing Visual Studio Code Installing the Salesforce Extensions for Visual Studio Code Chapter Summary Chapter 3: Concepts Overview Salesforce CLI Visual Studio Code Salesforce DX Projects Source Format Metadata Scratch Orgs Unlocked and 2GP Packages Dev Hub Namespaces Chapter Summary Chapter 4: Salesforce CLI Anatomy of a CLI Command Command-Line Help The sfdx Application Controlling the CLI Runtime Configuration Values Listing Runtime Configuration Values Setting a Runtime Configuration Value Reading Runtime Configuration Values Clearing a Runtime Configuration Value Environment Variables File Parameters Command-Line Parameters and Arguments JSON Formatted Command Output CLI Logging Salesforce CLI Command Execution Using a Terminal Application Using the Visual Studio Code Integrated Terminal Using the Visual Studio Code Command Palette Using a Visual Studio Code Context Menu Which Command Execution Method? Chapter Summary Chapter 5: Dev Hub Creating a Trial Dev Hub Org Enabling the Dev Hub Enable Source Tracking for Sandboxes Enabling Unlocked Packages and Second-Generation Managed Packages Enabling Einstein Features Adding Salesforce DX Users Authorizing a Dev Hub Org Authorizing a Global Scope Dev Hub Org Authorizing a Local Scope Dev Hub Org Authorizing a Global and Local Scope Dev Hub Org API Limits Chapter Summary Chapter 6: Projects This Chapter’s Commands Project Directories and Files Creating a Salesforce DX Project Configuring Salesforce DX Projects Chapter Summary Chapter 7: Orgs This Chapter’s Commands This Chapter’s Project Managing Scratch Orgs Creating Scratch Orgs Listing Authorized Orgs and Active Scratch Orgs Displaying Detailed Org Information Opening Scratch Orgs Deleting Scratch Orgs Configuring Scratch Orgs Scratch Org Definition File Scratch Org Edition Scratch Org Features and Settings Adding Sample Data Viewing Scratch Orgs from a Dev Hub Org Authorizing Non-scratch Orgs Logging In to a Non-scratch Org Logging Out of a Non-scratch Org Managing Sandboxes Creating Sandboxes Checking Sandbox Creation Status Cloning Sandboxes Deleting Sandboxes Chapter Summary Chapter 8: Metadata This Chapter’s Commands This Chapter’s Project Source Format vs. Metadata API Format Metadata Synchronization Options Synchronizing Source Format Metadata with Source-Tracked Orgs Pulling Source Format Metadata from Source-Tracked Orgs Pushing Source Format Metadata to Source-Tracked Orgs Synchronizing Source Format Metadata with Non-source-Tracked Orgs Retrieving Source Format Metadata from Non-source-Tracked Orgs Deploying Source Format Metadata to Non-source-Tracked Orgs Default Test Execution Synchronous Deployment Asynchronous Deployment Excluding Source Format Files from Syncing and Converting Ignoring Source Format Files Ignoring Metadata Components Synchronizing Metadata API Format Metadata with Source-Tracked and Non-source-Tracked Orgs Retrieving Metadata API Format Metadata from Source-Tracked and Non-source-Tracked Orgs Synchronous Retrieval Asynchronous Retrieval Deploying Metadata API Format Metadata to Source-Tracked and Non-source-Tracked Orgs Synchronous Deployment Asynchronous Deployment Converting Between Metadata API Format and Source Format Converting from Source Format to Metadata API Format Converting from Metadata API Format to Source Format Chapter Summary Chapter 9: Version Control Git, GitHub, and GitHub Desktop Creating a GitHub Account Installing Git Setting Up Your Git Identity Installing GitHub Desktop Working with a New Salesforce DX Project Creating a Remote GitHub Repository This Chapter’s Project Creating a Local Repository The .gitignore File Performing the Initial Add and Commit Changing the Branch Name Linking a Local and Hosted Remote Repository Synchronizing Tracked Changes Working with an Existing Salesforce DX Project Example Git Workflow Creating a Local Feature Branch Creating a Lightning Web Component Testing the Component in a Scratch Org Adding the Component to the Git Staging Area Committing the Component Changes Pushing Changes from the Local to the Remote Repository Creating a Pull Request Merging Changes Chapter Summary Chapter 10: Test Users This Chapter’s Commands This Chapter’s Project Creating Scratch Org Users Assigning Permission Sets to Users Generating User Passwords Chapter Summary Chapter 11: Test Data This Chapter’s Commands This Chapter’s Project Executing SOQL Queries Record CRUD Commands Creating Records Reading Records Updating Records Deleting Records Bulk Data Commands Bulk Upserting Bulk Deleting SObject Tree Commands Creating Hierarchical Test Data Export Command SOQL Queries Exporting Without a Plan Definition File Importing Without a Plan Definition File Exporting with a Plan Definition File Importing with a Plan Definition File Chapter Summary Chapter 12: Development This Chapter’s Commands This Chapter’s Project Working with Apex Classes Executing Anonymous Apex Creating Apex Classes Creating Apex Triggers Accessing Debug Logs Running Apex Tests Working with Custom Metadata Types Creating a Custom Metadata Type Adding Custom Metadata Type Fields Creating Custom Metadata Type Records Working with Experience Cloud Sites Adding Experience Cloud to a Scratch Org Listing Experience Cloud Site Templates Creating an Experience Cloud Site Publishing an Experience Cloud Site Working with Lightning Web Components Creating a Lightning Web Component Testing a Lightning Web Component Running Jest Tests in Debug Mode Running Jest Tests in Watch Mode Working with Static Resources Working with Visualforce Creating a Visualforce Component Creating a Visualforce Page Chapter Summary Untitled Chapter 13: Package Development This Chapter’s Commands This Chapter’s Project Prerequisites Creating the Salesforce DX Project Namespaces Creating a Namespace Org Registering a Namespace Namespace Linking Namespaced Scratch Orgs Deployment Options Application Development Models Package Development Walk-Through Package Directories Creating Packages Listing Packages Updating Packages Establishing Package Dependencies Defining Package Ancestry Creating Package Versions Listing Package Version Creation Requests Listing Package Versions Displaying Package Version Details Updating Package Versions Installing the Package Versions Listing Installed Package Versions Promoting Package Versions Uninstalling Package Versions Deleting Packages and Package Versions Chapter Summary Book Summary and Resources Trailblazer Community Salesforce Events Salesforce DX Product Noteworthy Developments Index