TO DO: Add a brief description of this project here, in Markdown format. It will be shown on the main page of the project's GitHub repository.
- Salesforce CLI. The Salesforce CLI notes below includes CLI commands to get you started.
- Visual Studio Code with the Salesforce Extension Pack for VS Code.
- Dev Hub. See also Dev Hub Setup notes below.
- CumulusCI (CCI). While you can work on this project using just the Salesforce CLI and VS Code, using CCI and scratch orgs is highly recommended for efficiency. The CumulusCI section below includes CCI commands to verify your setup and get you started.
-
Authorize a Dev Hub org. Use the
--setdefaultdevhubusername
option for CumulusCI.- FinAid DevHub:
sfdx force:auth:web:login --setalias ImpactLabs-FinAid-DevHub --setdefaultdevhubusername --instanceurl https:///il-finaiddevhub-dev-ed.my.salesforce.com
- FinAid DevHub:
-
Display current configuration. For CumulusCI, the
defaultdevhubusername
should be set to your Dev Hub's username or its alias.sfdx config:list
- List metadata. Uses the
defaultusername
or what is specified in the-u
or--targetusername
parameter- Using the
defaultusername
setting:sfdx force:mdapi:listmetadata -m Bot
- Using a username:
sfdx force:mdapi:listmetadata -m Bot -u [Your username]
- Using an alias:
sfdx force:mdapi:listmetadata -m Bot --targetusername ImpactLabs-FinAid-CDO
- Using the
- Retrieve metadata from the org where customizations were done (typically a scratch org)
- Named Einstein Bot and Version:
sfdx force:source:retrieve -m Bot:Alpha1,BotVersion:Alpha1.v1 -u [alias or username for the org used for development]
(Alpha1 is the bot name, Alpha1.v1 is the version) - All Einstein Bots:
sfdx force:source:retrieve -m Bot,BotVersion -u [alias or username for the org used for development]
- Named Chat Deployment:
sfdx force:source:retrieve -m LiveChatDeployment:live_agent_setup_flow -u ImpactLabs-RT-DE
- Named Queue:
sfdx force:source:retrieve -m Queue:FAFSA_Bots -u ImpactLabs-RT-DE
- Named Queue Routing Config:
sfdx force:source:retrieve -m QueueRoutingConfig:FAFSA_Bots -u ImpactLabs-RT-DE
- Permission Set (for Dev Hub org):
sfdx force:source:retrieve -m PermissionSet:SFDX_Developer_Perms -u ImpactLabs-RT-DevHub
- Named Einstein Bot and Version:
- Deploy to a target org, the FinAid CDO in the example below.
- Named Einstein Bot and Version:
sfdx force:source:deploy -m Bot:Alpha1,BotVersion:Alpha1.v1 -u ImpactLabs-FinAid-CDO
- All Einstein Bots:
sfdx force:source:deploy -m Bot,BotVersion -u ImpactLabs-FinAid-CDO
- Named Einstein Bot and Version:
- Authorize a persistent org (use
--setalias
option to also set an org alias for convenience)- FinAid CDO:
sfdx force:auth:web:login --setalias ImpactLabs-FinAid-CDO --instanceurl https://impactlabseducationequity.my.salesforce.com
- FinAid CDO:
- Display org details, for example,
- Impact Labs Dev Hub using its previously set alias:
sfdx force:org:display --targetusername ImpactLabs-FinAid-DevHub
- Impact Labs CDO using its previously set alias:
sfdx force:org:display --targetusername ImpactLabs-FinAid-CDO
- Impact Labs Dev Hub using its previously set alias:
- Display current aliases
sfdx alias:list
- Add org aliases for convenience (these can also be set when authorizing an org). For example,
- FinAid Dev Hub:
sfdx alias:set ImpactLabs-FinAid-DevHub=[FinAid Dev Hub Username]
- FinAid Clean Demo Org (CDO):
sfdx alias:set ImpactLabs-FinAid-CDO=[FinAid CDO Username]
- To remove an org alias use:
sfdx alias:unset ImpactLabs-FinAid-CDO
- FinAid Dev Hub:
- Display current configuration
sfdx config:list
- Set default dev hub username
sfdx config:set defaultdevhubusername=ImpactLabs-FinAid-DevHub
- Set default user name
sfdx config:set defaultusername=ImpactLabs-FinAid-CDO
(overwrites previous setting)
- Set up CumulusCI
- Connect DevHub service. The
--project
flag makes the service available only to the project.cci service connect devhub FinAid-DevHub --project
- List Services
cci service list
- List connected orgs. This should include the org the default Dev Hub
cci org list
- Display project info - includes project's git branching prefixes, source format (should be sfdx)
cci project info
- Create a scratch org for development based on the
/orgs/dev.json
configuration. Do your customizations in this org for later retrieval, commit toGitHub
and deploymentcci org info dev
- Set up an org as a development environment for unmanaged metadata. The task below builds an unmanaged org designed for development use. Itβs typically used with an org whose configuration is
dev
. See Cumulus CI Key Conceptscci flow run dev_org --org dev
(wheredev
is the scratch org alias)
- Open the scratch org in your browser
cci org browser dev
(opens thedev
scratch org in your browser)
- List orgs
cci org list
- List
dev
org changes for a specific metadata typecci task run list_changes --org dev --include "^Bot:, BotVersion:"
- Retrieve changes from the
dev
orgcci task run retrieve_changes --org dev --include "^Bot:, BotVersion:"
- Deploy changes. Use the
dx_push
task for SFDX source formats.cci task run dx_push
- Deploy only specific metadata types. Use SFDX command to deploy named metadata types. Better clarity on the
cci task
below is needed.sfdx force:source:deploy -m Bot:Alpha1,BotVersion:Alpha1.v1 -u ImpactLabs-FinAid-CDO
cci task run dx_push --extra
(investigate if and howdx_push
task can be used to deploy named metadata types)
- List all available CCI flows and tasks
cci flow list
cci task list
- Display more information about a specified CCI flow or task
cci flow info <flow name>
cci task info <task name>
We can take advantage of a persistent org to allow more people to see development progress. One such org is the Clean Demo Org (CDO) we created for this purpose.
- Connect a persistent org to CCI. Example: connect the Impact Labs FinAid Clean Demo Org (CDO):
cci org connect ImpactLabs-FinAid-CDO --login-url https://impactlabseducationequity.my.salesforce.com
ImpactLabs-FinAid-CDO
could be any easy to remember alias for the org- This CCI command does NOT set a Salesforce CLI alias for the org. To do so, run the
sfdx alias:set
command for the org - See cci org connect documentation
- Verify successful connection to the org
cci org browser ImpactLabs-FinAid-CDO
- List connected orgs
cci org list
- Add Salesforce DX Users. Salesforce license required: Salesforce, Salesforce Platform, Developer
- Create and assign Permission Set. Required to grant non Sys Admins access to
- Specific Salesforce DX objects
- Object Settings > Scratch Org Infos > Read, Create, Edit, and Delete
- Object Settings > Active Scratch Orgs > Read, Edit, and Delete
- Object Settings > Namespace Registries > Read
- Work with second-generation packages in the Dev Hub org. The permission set must also contain:
- System Permissions > Create and Update Second-Generation Packages
- This permission provides access to:
- Specific Salesforce DX objects
Salesforce CLI Command | Tooling API Object (Create and Edit) |
---|---|
force:package:create |
Package2 |
force:package:version:create |
Package2VersionCreateRequest |
force:package:version:update |
Package2Version |