The document outlines a free webinar on creating and managing a scratch org using Visual Studio Code, hosted by Thierry Trouin. It explains the concept of scratch orgs as configurable, disposable Salesforce environments for development and testing, and details the prerequisites such as enabling Dev Hub and using the Salesforce CLI. Additionally, it includes a step-by-step guide for creating scratch orgs, managing metadata, exporting and importing data, and connecting code to source control.

1. Webinaires gratuits
#SeriesLEX
Thierry TROUIN
@thierrytrouin
Créer et gérer une scratch org avec Visual Studio Code
04/11/2020 – 18h30
Inscriptions : http://bit.ly/SeriesLEX

3. Avant de commencer
● Coupez vos micros
● Coupez vos micros pour éviter les échos, et réduire les nuisances
● Utilisez plutôt le Chat pour interagir à tout moment pendant la présentation
● N’allumez vos micros que lors des Questions/Réponses pour poser vos questions
● Allumez vos webcams
● Partageons nos sourires :-)
● Silence, ça tourne… et…… Action!
● Cette session est enregistrée (enfin je crois?!)

4. Technical Expert at Business & Decision
Leader of Toulouse Salesforce User Group
Lightning champion
9 ans d’expérience sur Salesorce
5 certifications
5x Ranger sur Trailhead
Thierry TROUIN
Speaker Slide Layout

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

6. Introduction

7. 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

8. 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

9. Introduction
Scratch org : new type of environment

10. Introduction
Scratch org vs Sandbox

11. Prerequistes

12. 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.

13. 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

14. 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/

15. 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

16. 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.

17. Créer une « Scratch Org »

18. Scratch Org
Open the IDE (Visual Studio Code)

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

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

21. Scratch Org
Fill the project Name

22. Scratch Org
Select the folder

23. Scratch Org
Folder hierarchy

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

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

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

27. Scratch Org
Enter « SFDX Create » and click « Create a Default Scratch Org… »
Fill the alias
and the
duration
Exit code 0

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

29. Scratch Org
Org is open automatically in your browser

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

31. 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

32. Go further

33. Go further
 Change user password
 Scratch Org Definition Configuration
 Exclude metadata
 Retrieve & Deploy metadata
 Data Export & Import
 Use repository (GIT)
 Execute Anonymous Code Run SOQL
query
 Run SOQL Query
 Retrieve Log(s)
 Create & Install package

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

35. 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

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

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

38. 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

39. Go further
Connect your Org to your code source
1
2
3
Prerequis : GIT is installed on your computer

40. You have 16 files (3)
 U => unpackage
 Not in repository
 A => Added
 Add file to repository
Enter a message : « Demo Sample » and (4)
 or press : CTRL + ENTER
Go further
Connect your Org to your code source
3
4

41. Go further
 Open the apex script file
 Folder : script : apex
 Command Palette
 SFDX:
Execute Anonymous Apex with Editor Contents
Execute Anonymous Code

42. Go further
 Command Palette
 Sfdx: Refresh SObject Definitions
 Open the SOQL script File
 Folder : script : soql
 Select the query
 Command Palette
 Sfdx: Execute SOQL Query with Currently Selected Text
Run SOQL Query

43. Go further
Menu « View »
 Command Palette
 SFDX: Get Apex Debug Logs…
 Select your log in the list
You want te retrieve more logs :
 In the terminal
 sfdx force:apex:log:get --number 7 -d .sfdxtoolsdebuglogs
Show log, in real time, in the terminal
 sfdx force:apex:log:tail
Retrieve Log(s)

44. sfdx force:package:create --name PackageName --description "PackageDescription" --
packagetype Unlocked --path force-app --nonamespace --targetdevhubusername DevHub
--name is the package name. This name is an alias you can use when running subsequent packaging
commands.
--packagetype indicates which kind of package you’re creating, in this case, unlocked.
--path is the directory that contains the contents of the package.
--nonamespace
--targetdevhubusername is the name of your DevHub
Go further
Create Package

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

46. Conclusion

47. 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

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

49. 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