Beginning Salesforce DX: Versatile and Resilient Salesforce Application Development

Table of Contents
About the Author
About the Technical Reviewer
Foreword
Chapter 1: Introduction
	Chapter Summary
Chapter 2: Environment Setup
	Installing the Salesforce CLI
	Installing the Java Development Kit
	Installing Visual Studio Code
	Installing the Salesforce Extensions for Visual Studio Code
	Chapter Summary
Chapter 3: Concepts Overview
	Salesforce CLI
	Visual Studio Code
	Salesforce DX Projects
	Source Format Metadata
	Scratch Orgs
	Unlocked and 2GP Packages
	Dev Hub
	Namespaces
	Chapter Summary
Chapter 4: Salesforce CLI
	Anatomy of a CLI Command
	Command-Line Help
	The sfdx Application
	Controlling the CLI
	Runtime Configuration Values
		Listing Runtime Configuration Values
		Setting a Runtime Configuration Value
		Reading Runtime Configuration Values
		Clearing a Runtime Configuration Value
	Environment Variables
	File Parameters
	Command-Line Parameters and Arguments
	JSON Formatted Command Output
	CLI Logging
	Salesforce CLI Command Execution
		Using a Terminal Application
		Using the Visual Studio Code Integrated Terminal
		Using the Visual Studio Code Command Palette
		Using a Visual Studio Code Context Menu
		Which Command Execution Method?
	Chapter Summary
Chapter 5: Dev Hub
	Creating a Trial Dev Hub Org
	Enabling the Dev Hub
	Enable Source Tracking for Sandboxes
	Enabling Unlocked Packages and Second-Generation Managed Packages
	Enabling Einstein Features
	Adding Salesforce DX Users
	Authorizing a Dev Hub Org
		Authorizing a Global Scope Dev Hub Org
		Authorizing a Local Scope Dev Hub Org
		Authorizing a Global and Local Scope Dev Hub Org
	API Limits
	Chapter Summary
Chapter 6: Projects
	This Chapter’s Commands
	Project Directories and Files
	Creating a Salesforce DX Project
	Configuring Salesforce DX Projects
	Chapter Summary
Chapter 7: Orgs
	This Chapter’s Commands
	This Chapter’s Project
	Managing Scratch Orgs
		Creating Scratch Orgs
		Listing Authorized Orgs and Active Scratch Orgs
		Displaying Detailed Org Information
		Opening Scratch Orgs
		Deleting Scratch Orgs
	Configuring Scratch Orgs
		Scratch Org Definition File
		Scratch Org Edition
		Scratch Org Features and Settings
	Adding Sample Data
	Viewing Scratch Orgs from a Dev Hub Org
	Authorizing Non-scratch Orgs
		Logging In to a Non-scratch Org
		Logging Out of a Non-scratch Org
	Managing Sandboxes
		Creating Sandboxes
		Checking Sandbox Creation Status
		Cloning Sandboxes
		Deleting Sandboxes
	Chapter Summary
Chapter 8: Metadata
	This Chapter’s Commands
	This Chapter’s Project
	Source Format vs. Metadata API Format
	Metadata Synchronization Options
	Synchronizing Source Format Metadata with Source-Tracked Orgs
		Pulling Source Format Metadata from Source-Tracked Orgs
		Pushing Source Format Metadata to Source-Tracked Orgs
	Synchronizing Source Format Metadata with Non-source-Tracked Orgs
		Retrieving Source Format Metadata from Non-source-Tracked Orgs
		Deploying Source Format Metadata to Non-source-Tracked Orgs
			Default Test Execution
			Synchronous Deployment
			Asynchronous Deployment
	Excluding Source Format Files from Syncing and Converting
		Ignoring Source Format Files
		Ignoring Metadata Components
	Synchronizing Metadata API Format Metadata with Source-Tracked and Non-source-Tracked Orgs
		Retrieving Metadata API Format Metadata from Source-Tracked and Non-source-Tracked Orgs
			Synchronous Retrieval
			Asynchronous Retrieval
		Deploying Metadata API Format Metadata to Source-Tracked and Non-source-Tracked Orgs
			Synchronous Deployment
			Asynchronous Deployment
	Converting Between Metadata API Format and Source Format
		Converting from Source Format to Metadata API Format
		Converting from Metadata API Format to Source Format
	Chapter Summary
Chapter 9: Version Control
	Git, GitHub, and GitHub Desktop
	Creating a GitHub Account
	Installing Git
	Setting Up Your Git Identity
	Installing GitHub Desktop
	Working with a New Salesforce DX Project
		Creating a Remote GitHub Repository
		This Chapter’s Project
		Creating a Local Repository
		The .gitignore File
		Performing the Initial Add and Commit
		Changing the Branch Name
		Linking a Local and Hosted Remote Repository
		Synchronizing Tracked Changes
	Working with an Existing Salesforce DX Project
	Example Git Workflow
		Creating a Local Feature Branch
		Creating a Lightning Web Component
		Testing the Component in a Scratch Org
		Adding the Component to the Git Staging Area
		Committing the Component Changes
		Pushing Changes from the Local to the Remote Repository
		Creating a Pull Request
		Merging Changes
	Chapter Summary
Chapter 10: Test Users
	This Chapter’s Commands
	This Chapter’s Project
	Creating Scratch Org Users
	Assigning Permission Sets to Users
	Generating User Passwords
	Chapter Summary
Chapter 11: Test Data
	This Chapter’s Commands
	This Chapter’s Project
	Executing SOQL Queries
	Record CRUD Commands
		Creating Records
		Reading Records
		Updating Records
		Deleting Records
	Bulk Data Commands
		Bulk Upserting
		Bulk Deleting
	SObject Tree Commands
		Creating Hierarchical Test Data
		Export Command SOQL Queries
		Exporting Without a Plan Definition File
		Importing Without a Plan Definition File
		Exporting with a Plan Definition File
		Importing with a Plan Definition File
	Chapter Summary
Chapter 12: Development
	This Chapter’s Commands
	This Chapter’s Project
	Working with Apex Classes
		Executing Anonymous Apex
		Creating Apex Classes
		Creating Apex Triggers
		Accessing Debug Logs
		Running Apex Tests
	Working with Custom Metadata Types
		Creating a Custom Metadata Type
		Adding Custom Metadata Type Fields
		Creating Custom Metadata Type Records
	Working with Experience Cloud Sites
		Adding Experience Cloud to a Scratch Org
		Listing Experience Cloud Site Templates
		Creating an Experience Cloud Site
		Publishing an Experience Cloud Site
	Working with Lightning Web Components
		Creating a Lightning Web Component
		Testing a Lightning Web Component
			Running Jest Tests in Debug Mode
			Running Jest Tests in Watch Mode
	Working with Static Resources
	Working with Visualforce
		Creating a Visualforce Component
		Creating a Visualforce Page
	Chapter Summary
Untitled
Chapter 13: Package Development
	This Chapter’s Commands
	This Chapter’s Project
		Prerequisites
		Creating the Salesforce DX Project
	Namespaces
		Creating a Namespace Org
		Registering a Namespace
		Namespace Linking
		Namespaced Scratch Orgs
	Deployment Options
	Application Development Models
	Package Development Walk-Through
		Package Directories
		Creating Packages
		Listing Packages
		Updating Packages
		Establishing Package Dependencies
		Defining Package Ancestry
		Creating Package Versions
		Listing Package Version Creation Requests
		Listing Package Versions
		Displaying Package Version Details
		Updating Package Versions
		Installing the Package Versions
		Listing Installed Package Versions
		Promoting Package Versions
		Uninstalling Package Versions
		Deleting Packages and Package Versions
	Chapter Summary
Book Summary and Resources
	Trailblazer Community
	Salesforce Events
	Salesforce DX Product
	Noteworthy Developments
Index