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Your admin toolbelt is not complete without Salesforce DX

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"Learn to Leverage and Love the aDmin eXperience"

Presentation by Christian Szandor Knapp and Daniel Stange, given at French Touch Dreamin' in Paris, November 14th, 2018

Published in: Technology

Your admin toolbelt is not complete without Salesforce DX

  1. 1. Your Admin Toolbelt is not complete without Salesforce DX Christian Szandor Knapp Lead Salesforce Developer * appero sz@appero.com @ch_sz_knapp Learn to Leverage and Love the aDmin eXperience Daniel Stange Technical Architect * DIA die.interaktiven daniel.stange@die-interaktiven.de @stangomat
  2. 2. Agenda 1) Let’s talk shop 2) DX for admins I • What you need to know and don’t need to know 3) Interlude: • Installation • The Structure of a DX Command • The most important DX parameter 4) DX for admins II • What you need to know and don’t need to know 5) How to instantly make your life easier with DX and DX instant recipes
  3. 3. Let’s Talk Shop no admins were harmed preparing this session
  4. 4. How many clicks do you need... … to assign a permission set to one user? ?
  5. 5. How many clicks do you need... … to assign a permission set to one user? 5
  6. 6. How many clicks do you need... … to deactivate your user and add “X” to Lastname and Firstname? ?
  7. 7. How many clicks do you need... … to deactivate your user and add “X” to Lastname and Firstname? 7
  8. 8. How many clicks do you need... … to upload - yet again - the latest responses CSV from your User Group event invitation Campaign? ?
  9. 9. How many clicks do you need... … to upload - yet again - the latest responses CSV from your User Group event invitation Campaign? 12
  10. 10. Did you pay close attention?
  11. 11. How many clicks do you need to do ALL of the above? ?
  12. 12. How many clicks do you need to do ALL of the above? NONE
  13. 13. DX for Admins What you need to know and what you don’t need to know I
  14. 14. What you need to know - and what not ● dx commands ● scratch orgs ● git ● how to code ● open a command line ● copy ● paste ● navigate to files/folders
  15. 15. Interlude sounds more exciting than setup
  16. 16. Interlude: First Steps - Setup There’s no way around and you can learn this from Trailhead: https://trailhead.salesforce.com/content/learn/projects/quick-start-salesforce-dx Install from https://developer.salesforce.com/tools/sfdxcli Connect to Production (Dev Hub) sfdx force:auth:web:login --setdefaultdevhubusername --setalias PRODUCTION Open your org sfdx force:org:open -u PRODUCTION
  17. 17. DX Command structure Examples sfdx force:org:open --targetusername PRODUCTION sfdx force:org:open -a PRODUCTION sfdx topic:subtopic:subsubtopic --parameter1 A --parameter2 B
  18. 18. Interlude: The most important parameter --help
  19. 19. Interlude: The most important shortcut
  20. 20. Demo
  21. 21. DX for Admins What you need to know and what you don’t need to know II
  22. 22. DX works with Scratch Orgs only … Wrong. Since Winter 19 it’s become more intuitive but never has been a real issue. Common Misconceptions DX is about source control and versioning … Yes, ideally, but no one is forcing you. DX is for developers only … No. They might have a bit of a head start, though. DX is brand new … the term is, the CLI isn’t and neither is most functionality. Scratch Orgs are a new thing indeed.
  23. 23. A Word About User Interfaces Amazon’s Alexa is a user interface The Salesforce UI is a user interface The DX CLI is a user interface The Command Line is a user interface All User Interfaces enable direct interaction with an application without pestering you with implementation details
  24. 24. Imagine uploading newAccounts_A-F.csv newAccounts_G-N.csv newAccounts_O-R.csv newAccounts_S-Z.csv Why is it worth the trouble? 12 x *click* for one CSV Re-Usability
  25. 25. Imagine uploading newAccounts_A-F.csv newAccounts_G-N.csv newAccounts_O-R.csv newAccounts_S-Z.csv Why is it worth the trouble? sfdx force:data:bulk:upsert [...] ---csvfile newAccounts_A- F.csv sfdx force:data:bulk:upsert [...] ---csvfile newAccounts_G- N.csv sfdx force:data:bulk:upsert [...] ---csvfile newAccounts_O- R.csv sfdx force:data:bulk:upsert [...] ---csvfile newAccounts_S-Z.csv Re-Usability 1 x copy & paste for all CSVs
  26. 26. DX Instant Recipes let’s start cooking
  27. 27. Do you remember cooking your first dish?
  28. 28. Were you also overwhelmed by the choice of tools?
  29. 29. Try, Learn, Improve… and have patience ● Learning how to cook takes time and experience Fear not, cookbooks are here to help: ● Find a recipe that looks delicious ● Cook it ● Learn and adapt for next time Try out things in your test org - you’ll either pass or fail, but you’ll always learn Remember: --help Knowledge Experience Tooling dish completed without any mess
  30. 30. Recipe 1 - Build your admin keychain Steps: Copy & Paste once sfdx force:auth:web:login -a FancyAliasName Copy & Paste anytime sfdx force:org:open -u FancyAliasName Notes: -a is a shorthand for --setalias (set an alias for a username) -u is a shorthand for --targetusername (the username of the org that the command targets)
  31. 31. Recipe 2 - Permissioning the Smart Way Steps: Copy & Paste sfdx force:user:permset:assign -u FancyAliasName -n PermissionSetName -o 'user1@company.com, user2@company.com' Notes: -n is a shorthand for --permsetname -o is a shorthand for --onbehalfof
  32. 32. Recipe 3a - Excel All the Things Downwards Steps: Prepare a SOQL Query. Ours is: SELECT Name FROM Account WHERE AnnualRevenue > 500000’ Copy & Paste sfdx force:data:soql:query -q "SELECT Name FROM Account WHERE AnnualRevenue > 500000" -r csv -u FancyAliasName > SimpleAccountExport.csv Notes: -r is a shorthand for --resultformat ( can be: human, json, csv) -q is a shorthand for --query > at the end is a terminal shortcut to write output of command to file (win/mac/linux)
  33. 33. Recipe 3b - Excel All the Things Upwards Steps: Copy & Paste sfdx force:data:bulk:upsert -u FancyAliasName -s Lead -f MyTradeFairLeads.csv -i Email Notes: -s is a shorthand for --sobjectype -f is a shorthand for --csvfile -i is a shorthand for --externalid
  34. 34. Recipe 4 - Declarative Changes Safety Net Steps: Copy & Paste sfdx force:apex:test:run -l RunLocalTests ⇒ note the results Activate your changes Copy & Paste again sfdx force:apex:test:run -l RunLocalTests Notes: -l is a shorthand for --testlevel (testlevel can be: RunAllTestsInOrg, RunSpecifiedTests)
  35. 35. Now that you’ve had a taste… Here’s our Open Source Cookbook Peter Chittum has started a Command Line Cookbook… it’s very much work in progress https://github.com/open-force/sfcli-cookbook Recipes for ● Beginners ● Power Users ● … and stuff that will impress your Dev colleagues ● All recipes available in macOS/bash or Win10/powershell flavors Call to Action: Request a Recipe
  36. 36. Useful resources Subtitle placeholder Trailhead: SFDX Quick Start https://trailhead.salesforce.com/en/content/learn/projects/quick-start- salesforce-dx Peter Chittum: Apply the CLI to everyday problems https://www.salesforce.com/video/3596221 Martin Humpolec: Salesforce DX for Admins https://www.salesforce.com/video/3620750/ Pluralsight has Beginner Guides for Powershell and Bash Salesforce DX Quick Start
  37. 37. FIN
  38. 38. Q & A
  39. 39. Thank You First Name Last Name Title of Presenter email@salesforce.com @twitterhandle Remember to tell us what you think in the event survey www.frenchtouchdreamin.com/survey

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