How can accidential admins use Salesforce DX to be more effective

1. Salesforce DX for Accidental
Admins
Can we steal some good things from developers?
@mhumpolec
Martin Humpolec, Senior Consultant

2. Forward-Looking Statements
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any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain,
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3. Meet Martin Humpolec
Salesforce Consultant
Lightning Champion
Trailhead & Certification Addict
Prague Salesforce User Group Leader
CzechDreamin konference organizer
exDeveloper
Blogger: MartinHumpolec.cz
Twitter: @mhumpolec

5. Why adopt
What we
need to know
How to do it

6. Why steal knowledge from devs

7. It is good to have a backup

8. Be super quick

9. Transpone data in seconds

10. Import test data in seconds

11. Skip change sets

12. It is great to be able to roll back

13. What we need to learn

14. IDE
Interactive Development Environment

15. VCS aka GIT
Version Control System

16. CLIs
Salesforce CLI
• https://developer.salesforce.com/tools/sfdxcli
Git CLI
• https://git-scm.com/downloads
Command Line Interface

17. Scratch Orgs
{
"orgName": "Acme",
"country": "US",
"edition": "Enterprise",
"description": "Work Item #12345: add picklist to widget",
"hasSampleData": "true",
"features": ["MultiCurrency", "AuthorApex"],
"orgPreferences": {
"enabled": ["S1DesktopEnabled", "ChatterEnabled"],
"disabled": ["IsNameSuffixEnabled"]
}
}

18. Development Hub

19. Let‘s do it

20. Get/Enable Development Hub

21. Open a terminal and be like a dev

22. The structure is complex but simple
sfdx force:project:create -n Dreamforce18

23. Login to Dev Hub
sfdx force:auth:web:login -d -a DevHub

24. Login to Dev Hub

25. And Login to Your Instance
sfdx force:auth:web:login -r
https://test.salesforce.com -a MyOrg

26. Create a repository

27. Create a new project
• sfdx force:project:create -n Dreamforce18
• git init
• git remote add origin <vcs ssh url>

28. It is good to have a backup

29. It is good to have a backup
https://packagebuilder.herokuapp.com/

30. It is good to have a backup
https://packagebuilder.herokuapp.com/

31. Or create a package

32. It is good to have a backup

33. It is good to have a backup
https://packagebuilder.herokuapp.com/

34. It is good to have a backup
• sfdx force:mdapi:retrieve -r ./source -u MyOrg -k
./source/package.xml [-p PackageName]
• Unzip the downloaded zip file

35. Be super quick

36. Be super quick

37. Have package.xml with components you want

38. Be super quick (1)

39. Be super quick (1)
• sfdx force:mdapi:deploy -d ./source

40. Be super quick (2)

41. Be super quick (2)
• sfdx force:mdapi:convert -r ./source
• Update what you want to update right in the file
• sfdx force:source:convert -d ./source
• sfdx force:mdapi:deploy -d ./source [-o]

42. Be super quick (more friendly way?)
• sfdx force:org:create -f ./config/project-scratch-def.json -a
MyScratch
• sfdx force:source:push -g -f -u MyScratch
• sfdx force:org:open -u MyScratch
• Do changes in your org
• sfdx force:source:pull -u MyScratch

43. What can I put in the definition file?
AnalyticsSharingEnable
AsyncSaveEnabled
ChatterEnabled
DisableParallelApexTesting
EnhancedEmailEnabled
EventLogWaveIntegEnabled
LoginForensicsEnabled
NetworksEnabled
NotesReservedPref01
OfflineDraftsEnabled
PathAssistantsEnabled
S1DesktopEnabled
S1EncryptedStoragePref2
S1OfflinePref
SelfSetPasswordInApi
SendThroughGmailPref
SocialProfilesEnable
Translation
VoiceEnabled
API
AuthorApex
Communities
ContactsToMultipleAccounts
ContractApprovals
CascadeDelete
CustomerSelfService
CustomApps
CustomTabs
DebugApex
DefaultWorkflowUser
ExpandedSourceTracking
ExternalSharing (not available in Group Edition)
ForceComPlatform
MultiCurrency
PersonAccounts
SalesWave
LightningSalesConsole
LightningServiceConsole
ServiceCloud
ServiceWave
SiteDotCom
Sites
StateAndCountryPicklist
https://developer.salesforce.com/docs/atlas.en-
us.sfdx_dev.meta/sfdx_dev/sfdx_dev_scratch_orgs_def_file_config_values.htm

44. Transpone data

45. Transpone data in seconds
sfdx force:data:soql:query -q “SELECT Id, BillingCity FROM Account” -r csv
> accounts.csv
Update the file
sfdx force:data:bulk:upsert -s Account -f accounts.csv -i Id

46. Transpone data in seconds
sfdx force:data:soql:query -q “SELECT Id, BillingCity FROM Account” --json |
jsonv Id, BillingCity result.records |
cat ../data/header.csv - > updates.csv &&
sfdx force:data:bulk:upsert -s Account
-f updates.csv -i Id
If You Can Write a Formula Field You Can Use a Command Line, Petter Chittum,
London‘s Calling

47. Import test data in seconds

48. Import test data in seconds

49. Skip change sets

50. Skip change sets
• sfdx force:source:convert -d ./source
• sfdx force:mdapi:deploy -d ./source -u ProductionOrg

51. It is great to be able to roll back

52. It is great to be able to roll back

53. It is great to be able to roll back
• git revert <id>
• git push –f
OR
• git checkout <id> filename

54. Product Placement bluecanvas
Beware!

55. Product Placement

56. Product Placement

57. Product Placement

58. Product Placement

59. Product Placement

60. Resources

61. Resources
• https://trailhead.salesforce.com/en/trails/sfdx_get_started
• https://admin.salesforce.com/insight-salesforcedx-for-admins
• https://developer.salesforce.com/blogs/2018/02/getting-started-salesforce-dx-part-1-5.html

62. Fancy a sticker?
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