The document provides a comprehensive guide on using Visual Studio Code for working with Salesforce scratch orgs, detailing steps to set up the environment, prerequisites, and commands. It covers the configuration and management of scratch orgs, which are temporary and customizable Salesforce environments for development and testing. The conclusion includes important command references and resources for further learning on Salesforce DX and related tools.

1. Comment utiliser VS Code
pour travailler avec une scratch
Org
Salesforce Developer Group, Dakar, Senegal
TROUIN Thierry
@ThierryTrouin

2. Technical Expert at Business & Decision
Leader of Toulouse Salesforce User Group (France)
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Thierry TROUIN
Speaker Slide Layout

3.  Introduction to SFDX
 Prerequistes
 Scratch org
 Go further
 Conclusion
Table of Contents

4. Introduction

5. Introduction
• Salesforce DX, introduces a new type of
environment: Scratch orgs. Scratch orgs are
source-driven and disposable deployments of
Salesforce code which can be used to drive
development, testing, and continuous integration.
• You can quickly spin up a dedicated scratch org to
test your code and, once you've validated your
changes, you can use your own continuous
integration tools to immediately test and promote
your code.
• As soon as your tests are passing, you can merge
your branch, build packages, and deploy to a
staging sandbox for final testing.
RAPID TESTING AND DEVELOPMENT

6. Scratch Org
 The scratch org is a full of Salesforce code and metadata environment.
 A scratch org is fully configurable
 Ephemeral (1 to 30 days)
 Allowing developers to emulate different Salesforce editions with different features and preferences.
 You can share the scratch org configuration file with other team members, so you all have the same
basic org in which to do your development.
More informations in Salesforce documentations here : https://sforce.co/2QpJ2e6

7. Introduction
Scratch org : new type of environment

8. Introduction
Scratch org vs Sandbox

9. Prerequistes

10. Prerequistes
Dev Hub
https://sforce.co/2K1PHKA
Enable Dev Hub in your org so you can create
and manage scratch orgs from the command
line. Scratch orgs are disposable Salesforce
orgs to support development and testing.

11. The Salesforce CLI is a powerful command line
interface that simplifies development and build
automation when working with your Salesforce org.
Use it to:
• Aggregate all the tools you need to develop with and
perform commands against your Salesforce org
• Synchronize source to and from scratch orgs
• Create and manage orgs
• Import and export data
• Create and execute tests
• Create and install packages
Prerequist
Salesforce CLI
https://sforce.co/2vyFuuY

12. Prerequistes
Visual Studio Code
 Outlook is for e-mail
 Word is to write documents
 Chrome is for internet
navigation
 « Visual studio Code »
is recommended and powerful IDE
for Salesforce
https://code.visualstudio.com/

13. Prerequistes
Salesforce Extensions Pack
This extension pack includes tools for
developing on the Salesforce platform
in the lightweight, extensible VS Code
editor.
These tools provide features for
working with development orgs
(scratch orgs, sandboxes, and DE
orgs), Apex, Aura components, and
Visualforce.
https://sforce.co/2LlwIMO

14. Prerequistes
Git (optional)
 Git was created by Linus Torvalds
in 2005 for development of the
Linux kernel, with other kernel
developers contributing to its initial
development
 Git is a distributed version-control
system for tracking changes in
source code during software
development.
 It is designed for coordinating work
among programmers, but it can be
used to track changes in any set of
files.

15. Créer une « Scratch Org »

16. Scratch Org
Open the IDE

17. Scratch Org
Click « view » menu and « Command Palette » Menu

18. Scratch Org
Enter « SFDX » and click « Create Project »
WARNING
« Create
project with
manifest » is
for sandbox or
dev org

19. Scratch Org
Fill the project Name

20. Scratch Org
Select the folder

21. Scratch Org
Folder hierarchy

22. Great, you have created your first project…
Now you could create the org 
Scratch Org

23. Scratch Org
Enter « SFDX Auth» and click « Authorize a Dev Hub »

24. Scratch Org
Login URL opens automatically
After login, you can close the
window 
Enter the login and password
of your DevHub !

25. Scratch Org
Enter « SFDX Create » and click « Create a Default Scratch Org… »

26. Scratch Org
Enter « SFDX Open » and click « Open Default Org »

27. Scratch Org
Org is open automaticly in your browser

28. Scratch Org
Your org is ready.
You can navigate and configure org

29. Scratch Org
Summary
 Create Project
 Fill Name and select directory
 You can here setup « configuration file »
 Connect project to the devHub
 Create Org
 Fill the alias and the validity
 Open Org

30. Go further

31. Go further
This is a prerequisite if you want to install an
AppExchange
 sfdx force:user:password:generate -u
MyAliasName
Change user password

32. Go further
 Editions
 Developer, Enterprise, Group, Professional
 Features
 Communities, ServiceCloud, Chatbot, etc…
 Settings
 omniChannelSettings, caseSettings
 Org Preferences
 networksEnabled, s1DesktopEnabled
Scratch Org Definition Configuration Values
https://sforce.co/2IaDgcC

33. Go further
With the « .forceignore » file, you can exclude
metadata from your project
Exclude metadata

34. Go further
You can retrieve or send metadata to your org
with this following command :
 Status
 View All changes
 Retrieve
 Pull Source from default Scratch Org
 Send
 Push Source to default Scratch Org
Retrieve metadata

35. Go further
Export & Import
 Export data
 sfdx force:data:tree:export –q "SELECT Name FROM Account WHERE Name != NULL“ -d ./data
 The option « -q » defines that it is a ‘query’
 The option « -d » defines the output file path
 Export data (multiple releated object)
 sfdx force:data:tree:export -q "select Name, (Select FirstName, LastName,Email from Contacts),
(Select Name, CloseDate, StageName, Amount from Opportunities), (Select CaseNumber, Status,
Priority from Cases) from Account" -d ./data
 Import data
 sfdx force:data:tree:import --sobjecttreefiles data/Account.json

36. Go further
CLI : help for command
sfdx force:source -h
sfdx force -h
sfdx force:source:push -h

37. Go further
Execute Anonymous Code
 Open the apex script file
 Execute Anonymous Apex with Editor Contents

38. Go further
Run SOQL Query
 Open the SOQL script File
 Refresh SObject Definitions
 Select the query
 Execute SOQL Query with Currently Selected
Text

39. Conclusion

40. Conclusion
Summary base command
Commande Commentaires
sfdx force:auth:web:login -d -a DevHub Connect to the DevHub
sfdx force:project:create -n ProjectName Create project
Cd FolderName Access to the folder
sfdx force:org:create -s -f config/project-scratch-def.json -a ProjectAlias Create scratch org (and name it)
sfdx force:apex:class:create -n AccountController -d force-app/main/default/classes Create an Apex Class (and name it)
sfdx force:source:push Push metadata to the org
sfdx force:org:open Open org in your browser
sfdx force:source:pull Load metadata (in your computer)
sfdx force:data:tree:export -q "SELECT Name FROM Account " -d ./data Export data
sfdx force:data:tree:import --sobjecttreefiles data/Account.json Import data

41. Conclusion
Trailhead
 sfdx is passionate about you. If you want to know more, Trailhead is your best friend
https://sforce.co/2VapNHd

42. Conclusion
References
 Salesforce DX CLI (download page)
https://sforce.co/2vyFuuY
 Salesforce CLI Command Reference
https://sforce.co/2pdPEAe
 Salesforce DX Developer Guide
https://sforce.co/2HBToov
 Trailhead : Salesforce DX Trail
https://sforce.co/2VapNHd

44. https://kahoot.it/
Quiz

45. Quel était le sujet du jour ?
 Comment préparer des crêpes
 Comment utiliser Salesforce
 Comment utiliser VS Code pour gérer des scratch Org
 Comment utiliser SFDX
Quiz
1/5

46. Qu'est-ce qu'une scractch Org ?
 Un environnement de développement
 Un environnement de Sandbox
 Un environnement éphémère et complètement personnalisable
 Quelque chose d'autre ?
Quiz
2/5

47. Comment faire une récupération en local des métadonnées de notre scratch org ?
 SFDX Pull
 SFDX Push
 SFDX retrieve
 Ant retrieve
Quiz
3/5

48. Quel menu me permet d'accéder au multiple commande ?
 Menu Command Palette
 Menu Open
 Menu Run
 Menu Preference
Quiz
4/5

49. Quel commande me permet de créer une scratch Org
 New Scratch Org
 Create Project with Manifest
 Create Project
 Open default Org
Quiz
5/5