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Tools
SFDX, Git, and VS Code
Dave Helgerson
@davehelgerson
Agenda
● SFDX Development Model Vs Sandbox Development
● Git - Version Control
● Salesforce CLI Commands
● VS Code with Salesforce plugins
● Where to find a Package.xml
● Create a Project in VS Code
SandboxDevelopment Model
●
SFDX Development Model
●
git Source Control
https://git-scm.com/
● Most widely used Version Control software
● Track what changed
○ Code, Metadata, Static Resources, etc.
● My Simplified Git Cycle
○ Init -> Stage -> Commit
● Clients: Command Line, Git GUI, and SourceTree
○ Integrated into VS Code (Yay!)
● Git Bash included
○ Widely used for scripting
Salesforce CLI
https://developer.salesforce.com/tools/sfdxcli
● SFDX force
○ -h Help
○ doc:command:list
● Authentication and Aliases
● Open an Org
● Query an object
○ Output to file using the the “pipe” command >
● Powershell / Bash Script
○ Bash scripting is very popular. Study that if you are looking to learn scripting.
Salesforce CLI
Commands
● Remember to use -h for command help
sfdx force:doc:commands:list
sfdx force:org:list
sfdx force:auth:web:login -a myAlias
sfdx force:org:open -u myAlias
sfdx force:data:soql:query -u sfs -q "SELECT Id, Name, Account.Name FROM Contact" -u myAlias -r csv
> output.csv
VS Code with Salesforce plugins
https://code.visualstudio.com/
● UI - Panels
○ File Explorer, Source Control, Debug, Plugins, Problems Terminal
● Plugins
○ Salesforce Extension Pack
○ ForceCode
● Git integrated into VS Code
○ Initialize a repository
○ Stage new/changed files
○ Commit new/changed files
Where is my Package XML ???
● Build it manually
● Chrome Plugins
○ Salesforce inspector - Export org Metadata by type
■ https://chrome.google.com/webstore/detail/salesforce-inspector/aodjmnfhjibkcdimpodiifdjnnnca
afh
○ ORGanizer for Salesforce - Export Metadata referenced by a Change Set
■ https://chrome.google.com/webstore/detail/organizer-for-salesforce/lojdmgdchjcfnmkmodggbaa
fecagllnh
● Salesforce package.xml Builder
○ https://packagebuilder.herokuapp.com
VS Code - Create a Salesforce Project
● ForceCode - Demo
○ https://marketplace.visualstudio.com/items?itemName=JohnAaronNelson.ForceCode
○ Create a project
○ Diff between Local and Remote
○ Test Class Execution and Coverage
● Salesforce - Create Project with Manifest - Demo
○ https://github.com/forcedotcom/salesforcedx-vscode/wiki/Develop-Against-Any-Org-in-Vi
sual-Studio-Code
● Git
○ Track/view metadata file changes
● Search Metadata
● Keyboard shortcuts - https://code.visualstudio.com/shortcuts/keyboard-shortcuts-windows.pdf
Chrome Plugins
● Salesforce inspector
○ Download metadata/package.xml, View an individual record, View limits, plus more...
● ORGanizer for Salesforce
○ Download metadata/package.xml for a Change Set, View an individual record, Org logins,
Execute Anonymous, plus more…
● Salesforce DevTools
○ Quick navigation to object setup pages, Debug log filter, plus more...
Other Utilities
● WinMerge - http://winmerge.org/?lang=en
○ Compare two blocks of text
○ Compare multiple file structures, such as exports from two orgs
● AstroGrep - http://astrogrep.sourceforge.net/
○ Good for searching through folder structures that contain a lot of files
● Notepad++ - https://notepad-plus-plus.org/
○ Lightweight editor with a lot of features
Other Resources
● Youtube - Getting started with the Salesforce CLI (Part 1->4) by Salesforce Weekly
○ https://www.youtube.com/watch?v=ceHuvHHQCZc
● Replay Debugger
○ https://developer.salesforce.com/blogs/2018/06/salesforce-for-vs-code-apex-replay-debugger-and-more
.html

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SFDX, Git, and VS Code Tools

  • 1. Tools SFDX, Git, and VS Code Dave Helgerson @davehelgerson
  • 2. Agenda ● SFDX Development Model Vs Sandbox Development ● Git - Version Control ● Salesforce CLI Commands ● VS Code with Salesforce plugins ● Where to find a Package.xml ● Create a Project in VS Code
  • 5. git Source Control https://git-scm.com/ ● Most widely used Version Control software ● Track what changed ○ Code, Metadata, Static Resources, etc. ● My Simplified Git Cycle ○ Init -> Stage -> Commit ● Clients: Command Line, Git GUI, and SourceTree ○ Integrated into VS Code (Yay!) ● Git Bash included ○ Widely used for scripting
  • 6. Salesforce CLI https://developer.salesforce.com/tools/sfdxcli ● SFDX force ○ -h Help ○ doc:command:list ● Authentication and Aliases ● Open an Org ● Query an object ○ Output to file using the the “pipe” command > ● Powershell / Bash Script ○ Bash scripting is very popular. Study that if you are looking to learn scripting.
  • 7. Salesforce CLI Commands ● Remember to use -h for command help sfdx force:doc:commands:list sfdx force:org:list sfdx force:auth:web:login -a myAlias sfdx force:org:open -u myAlias sfdx force:data:soql:query -u sfs -q "SELECT Id, Name, Account.Name FROM Contact" -u myAlias -r csv > output.csv
  • 8. VS Code with Salesforce plugins https://code.visualstudio.com/ ● UI - Panels ○ File Explorer, Source Control, Debug, Plugins, Problems Terminal ● Plugins ○ Salesforce Extension Pack ○ ForceCode ● Git integrated into VS Code ○ Initialize a repository ○ Stage new/changed files ○ Commit new/changed files
  • 9. Where is my Package XML ??? ● Build it manually ● Chrome Plugins ○ Salesforce inspector - Export org Metadata by type ■ https://chrome.google.com/webstore/detail/salesforce-inspector/aodjmnfhjibkcdimpodiifdjnnnca afh ○ ORGanizer for Salesforce - Export Metadata referenced by a Change Set ■ https://chrome.google.com/webstore/detail/organizer-for-salesforce/lojdmgdchjcfnmkmodggbaa fecagllnh ● Salesforce package.xml Builder ○ https://packagebuilder.herokuapp.com
  • 10. VS Code - Create a Salesforce Project ● ForceCode - Demo ○ https://marketplace.visualstudio.com/items?itemName=JohnAaronNelson.ForceCode ○ Create a project ○ Diff between Local and Remote ○ Test Class Execution and Coverage ● Salesforce - Create Project with Manifest - Demo ○ https://github.com/forcedotcom/salesforcedx-vscode/wiki/Develop-Against-Any-Org-in-Vi sual-Studio-Code ● Git ○ Track/view metadata file changes ● Search Metadata ● Keyboard shortcuts - https://code.visualstudio.com/shortcuts/keyboard-shortcuts-windows.pdf
  • 11. Chrome Plugins ● Salesforce inspector ○ Download metadata/package.xml, View an individual record, View limits, plus more... ● ORGanizer for Salesforce ○ Download metadata/package.xml for a Change Set, View an individual record, Org logins, Execute Anonymous, plus more… ● Salesforce DevTools ○ Quick navigation to object setup pages, Debug log filter, plus more...
  • 12. Other Utilities ● WinMerge - http://winmerge.org/?lang=en ○ Compare two blocks of text ○ Compare multiple file structures, such as exports from two orgs ● AstroGrep - http://astrogrep.sourceforge.net/ ○ Good for searching through folder structures that contain a lot of files ● Notepad++ - https://notepad-plus-plus.org/ ○ Lightweight editor with a lot of features
  • 13. Other Resources ● Youtube - Getting started with the Salesforce CLI (Part 1->4) by Salesforce Weekly ○ https://www.youtube.com/watch?v=ceHuvHHQCZc ● Replay Debugger ○ https://developer.salesforce.com/blogs/2018/06/salesforce-for-vs-code-apex-replay-debugger-and-more .html