This presentation introduces Salesforce DX and how to use it with Visual Studio Code. It covers setting up prerequisites like the Dev Hub, CLI and VSCode extensions. It demonstrates how to create a scratch org project, authorize an org and create a default scratch org. Additional topics covered include configuring scratch org definitions, retrieving and pushing metadata, and exporting/importing data between orgs. Resources for learning more about Salesforce DX are also provided.

1. Salesforce DX
with Visual studio Code
Toulouse, FR Developers Group
TROUIN Thierry
thierry.trouin@trailblazercgl.com

2. This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the
assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we
make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber
growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any
statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new
products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in
our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the
immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new
releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise
customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the
most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are
available on the SEC Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be
delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Statement under the Private Securities Litigation Reform Act of 1995
Forward-Looking Statement

3. Technical Expert at Business & Decision
Lead of Toulouse, FR developer Groups
Thierry.trouin@trailblazercgl.com
Thierry TROUIN
Speake

4.  Introduction
 Prerequistes
 How to create a Scratch org
 Go further
 Conclusion
Table of Contents

5. Introduction

6. Introduction
 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
Salesforce DX… What is it?

7. Introduction
Scratch org : new type of environment

8. Introduction
Scratch org vs Sandbox

9. Introduction
Scratch org vs Sandbox

10. Prerequistes

11. 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.

12. The Salesforce CLI is the command line interface
that simplifies management of organisation.
Prerequist
Salesforce CLI
https://sforce.co/2vyFuuY

13. Prerequistes
Visual Studio Code
« Visual studio Code »
is recommended and powerful IDE
for Salesforce admin or developer
https://code.visualstudio.com/

14. Prerequistes
Salesforce Extensions for VS Code
These extensions enable you to
use the VS Code IDE with
Salesforce DX.
https://sforce.co/2LlwIMO

15. Créer une « Scratch Org »

16. Scratch Org
What is a scratch org ?
The scratch org is :
 Ephemeral
 Free
 Empty
 Fully configurable
You can also
 Emulate different Salesforce editions with different features and preferences
 You can share the scratch org configuration file with other team members

17. Scratch Org
Open the IDE

18. Scratch Org
Click « view » menu and « Command Palette » menu

19. Scratch Org
Enter « SFDX » and click « Create Project »

20. Scratch Org
Fill in the Project Name and press Enter

21. Scratch Org
Select the project folder

22. Scratch Org
Folder hierarchy

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

24. Scratch Org
Open Command Palette, fill in « sfdx Authorize » and select « sfdx Authorize DevHub »

25. Scratch Org
Login URL opens automatically
Your browser
is automatically open

26. Scratch Org
Open Command Palette, fill in « sfdx Create » and select « Create a default Scratch
Org… »

27. Scratch Org
Open « Command Palette », fill in « sfdx open » and select « sfdx Open scratch org »

28. Scratch Org
Your scratch Org is open automaticly in your browser

29. Scratch Org
Congratulation
Your org is ready.
You can navigate and configure it !

30. 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

31. Go further

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
Retrieve metadata – step 1 : Identify the new metadata (local vs web org)

34. Go further
Retrieve metadata – step 2 : retrieve metadata on your local folder

35. Go further
Retrieve metadata – step 3 : push you local metadata in you org

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

37. 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

38. Go further
If you want to use Visual Studio Code with a
Sandbox org.
Open « Command Palette » and select :
 SFDX Create Project with Manifest
 SFDX Authorize an Org
 SFDX Open Default Org
Visual Studio Code with Sandbox Environnement

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

40. Conclusion

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 Developer Guide
https://sforce.co/2HBToov
 Salesforce CLI Command Reference
https://sforce.co/2pdPEAe
 Trailhead : Get Started with Salesforce DX Trailhead Trail
https://sforce.co/2VapNHd