In this post we will talk about how to setup Salesforce DX, How to enable the Dev Hub and create Scratch org. Lets understand what is
scratch org ? A scratch org is a dedicated short-term Salesforce
environment for development and configuration. Scratch orgs drive developer productivity and collaboration
during the development process, and facilitate
continuous integration. If you want to learn about SalesforceDx for non-scratch org then please check
this post.
Lets get Started with SalesforceDX (SFDX.)
Step 1) Enable Dev Hub
Enable
Dev Hub in your org so you can create and manage scratch orgs. You can enable the Dev Hub in any Developer Org, Production and developer
Hub Trail Account. Follow below setup to enable dev hub.
- Login to your Developer Edition, production or trail org. Then click on Setup.
- Search Dev hub in Quick Find and click on Dev Hub.
- Then Click on enable button.
Step 2) Install Command Line Interface
1) Download
the CLI from below link and install that.
OS
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Link
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macOS
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Windows 64-bit
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Windows 32-bit
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2) In a command window, enter
sfdx and validate SFDX is insalled properly.
Step 3) Setup
Dev Hub and Set Alias
1) Login on Dev Hub : Execute
below command in command prompt to authorize the Dev hub with web login flow
sfdx
force:auth:web:login -d -a DEVHUB
-d to set Default org
-a to set alias for the org
Then it will take you to wed browser to login. Then login
with your salesforce Dx Account. After login you will get below screen.
2) Open your DevHub Org: After that you can login with alise Name DEVHUB any time with below command.
sfdx force:org:open -u DEVHUB
3) Login in Sandbox: If you want to login in sandbox you can try below command as well
sfdx force:auth:web:login -r https://test.salesforce.com -a FullSandbox
4) View All org: if you want to see all org then try below command
sfdx force:org:list
Step 4) Create Scratch Org:-
1) Create Project : Before creating s scratch org we need to create one SFDX base project. Please execute below command to create DX project.
sfdx force:project:create -n c:\Amit_Salesforce_DX\MyProject
above command will create a folder like below
Lets understand the use of each files :-
File
|
Detail
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sfdx-project.json
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Configures the source that this local project
manages
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config/project-scratch-def.json
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Determines the configuration of a scratch org, including which
features and preferences define its org shape
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force-app
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This folder will contain project
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2) Create Scratch Org : Go to project location then create scratch org with below command
sfdx force:org:create -s -f config/project-scratch-def.json -a MyFirstScratch
-s used for scratch org
-f path the project scratch org confirgutaion File.
-a alias
Once Scratch org will ready then you can also see same org in salesforce as well.
Now your Scratch org is ready. Start your Development in scratch org.
3) View Scratch Org Configuration: Exeucte below command to see newly created scratch org.
sfdx force:org:display -u MyFirstScratch
4) Open Scratch Org Configuration: Exeucte below command to see newly created scratch org.
sfdx force:org:open -u MyFirstScratch
5) Change password for Scratch org: if you want to change the password for scratch org. Please check
this post.
If you want learn about how to upload the data in Scratch org with Salesforce DX. Please check
this post.
If you you looking for
Video and PPT. Check
here in
Salesforce Apex Hours.
Please share your feedback and comment
Thanks,
Amit Chaudhary
@amit_sfdc