Salesforce DX provides an integrated, end-to-end solution for high-performance agile development on the Salesforce Platform. It’s designed to help you accelerate your development process and make it more efficient and repeatable.
In this guide, we’ll walk you through the steps of setting up your local development environment for Salesforce DX. We’ll cover everything from installing the required tools to configuring your orgs and authentication. By the end of this guide, you should be ready to start developing on the Salesforce Platform using DX!
Prerequisites:
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Before we get started, there are a few things you’ll need in order to follow along with this guide. First, you’ll need to have the Java Development Kit (JDK) installed on your machine. You can download the JDK here. Second, you’ll need to install the Salesforce DX CLI. You can find instructions for doing so here. Finally, you’ll need to create a Developer Hub org. This org will be used as your main org when working with DX. Instructions for creating a Developer Hub org can be found here.
Creating a Scratch Org:
Now that you have all of the prerequisites out of the way, we can start setting up your development environment. The first thing you’ll need to do is create a scratch org. Scratch orgs are temporary Salesforce orgs that are used for development and testing purposes. They’re perfect for experimentation because they can be easily created and deleted as needed.
To create a scratch org, open up your terminal and navigate to the project directory where you want to store your code. Then, run the following command:
sfdxforce:org:create -a myScratchOrg -f config/project-scratch-def.json
This will create a new scratch org with the alias “myScratchOrg”. The “-f” flag specifies the path to the scratch org definition file, which tells Salesforce DX what settings to use for the org. For more information on scratch org definitions, check out the documentation here.
Authenticating with Your Scratch Org:
Now that you’ve created a scratch org, you’ll need to authenticate with it in order to start working with it. To do so, run the following command:
sfdxforce:auth:web:login -d -a myScratchOrg
This will open up a browser window where you can login to your scratch org. Once you’ve logged in, you should see a message in your terminal that says “You may now close the browser window”.
Configuring Your Scratch Org:
Now that you’re authenticated with your scratch org, you can start configuring it to meet your development needs. The first thing you’ll need to do is set up your org preferences. This can be done by running the following command:
sfdxforce:config:setdefaultusername=myScratchOrg
This will set the default username for all future commands to “myScratchOrg”. You can also use this command to set other org preferences, such as the default output format or the log level. For a full list of configurable options, check out the documentation here.
Creating a Sandbox Org:
In addition to scratch orgs, you can also use Salesforce DX with sandbox orgs. Sandbox orgs are non-production Salesforce orgs that can be used for development and testing. They’re perfect for situations where you need a more stable development environment, such as when working on a team or developing an app.
To create a sandbox org, run the following command:
sfdxforce:org:create -a mySandboxOrg -s -f config/project-scratch-def.json
This will create a new sandbox org with the alias “mySandboxOrg”. The “-s” flag tells Salesforce DX to create a sandbox org instead of a scratch org. The “-f” flag specifies the path to the sandbox org definition file, which tells Salesforce DX what settings to use for the org. For more information on sandbox org definitions, check out the documentation here.
Authenticating with Your Sandbox Org:
Now that you’ve created a sandbox org, you’ll need to authenticate with it in order to start working with it. To do so, run the following command:
sfdxforce:auth:web:login -d -a mySandboxOrg
This will open up a browser window where you can login to your sandbox org. Once you’ve logged in, you should see a message in your terminal that says “You may now close the browser window” News.
Configuring Your Sandbox Org:
Now that you’re authenticated with your sandbox org, you can start configuring it to meet your development needs. The first thing you’ll need to do is set up your org preferences. This can be done by running the following command:
sfdxforce:config:setdefaultusername=mySandboxOrg
This will set the default username for all future commands to “mySandboxOrg”. You can also use this command to set other org preferences, such as the default output format or the log level. For a full list of configurable options, check out the documentation here.
Conclusion:
In this article, we’ve covered the basics of using Salesforce DX with scratch orgs and sandbox orgs. We’ve also looked at some of the most important commands for working with these orgs. With this knowledge, you should be able to get started using Salesforce DX in your own development process.
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This is Aryan, I am a professional SEO Expert & Write for us technology blog and submit a guest post on different platforms- Technoohub provides a good opportunity for content writers to submit guest posts on our website. We frequently highlight and tend to showcase guests.
