This blog covers a quick starter guide to setup a Salesforce DX Project using Visual Studio Code. It also provides some good links to take this topic further on.
Topics Covered
Question: What is Salesforce DX?
Answer: Salesforce DX stands for Developer Experience which provides a new way to Manage Apps and Development of Code in Salesforce. At its core, it implements the idea of Source Driven Development, where developers would not have to login into Salesforce environment for their development. It is a Command Line Interface (CLI) tool.
Question: How is Salesforce DX Project structure different from Classic Project Structure?
Answer: Projects created through DX has more granular handle over its component compared to Classic Project Metadata. In other word, for example, changes to a field in an Object would require a code push only for that particular field compared to entire Object.
Salesforce DX Project Structure and Source Format
Question: How to install and configure VS Code for Salesforce Development?
Answer: Setup your Salesforce DX Environment
Question: I already have a Salesforce Project, is there a way to convert it into Source Format, the new structure of the Project?
Answer:
Option-1:
Option-2:
Question: I have created a VS Code Project. Now I want to retrieve the meta-data from the Development Sandbox. Basically, I want to see entire or limited number of meta-data from the Salesforce implementation project. How do I do that?
Answer: This can be done in limited scenario. There are two ways to create Project VSCode and they are (a) SFDX: Create Project (b) SFDX: Create Project with Manifest.
Option (a) creates project with New meta-data format. This method doesn't provide a way to deploy or retrieve a set of meta-data. Retrieve and Deploy command will only be applicable to the meta-data already sitting in the project folder structure. Future enhancements are coming soon on this. Org Browser #862.
Option (b) creates project similar to legacy Force.com IDE format with a manifest/package.xml file. The content of package.xml file will decide which meta-data to deploy or retrieve.
Topics Covered
- What is VSCode with Salesforce DX Extension Pack?
- How to create a Salesforce Project using DX?
- Authenticate Project with and existing Org
- Understand Source Directory Structure
- Open linked Salesforce Environment through VSCode
Question: What is Salesforce DX?
Answer: Salesforce DX stands for Developer Experience which provides a new way to Manage Apps and Development of Code in Salesforce. At its core, it implements the idea of Source Driven Development, where developers would not have to login into Salesforce environment for their development. It is a Command Line Interface (CLI) tool.
Question: How is Salesforce DX Project structure different from Classic Project Structure?
Answer: Projects created through DX has more granular handle over its component compared to Classic Project Metadata. In other word, for example, changes to a field in an Object would require a code push only for that particular field compared to entire Object.
Salesforce DX Project Structure and Source Format
Question: How to install and configure VS Code for Salesforce Development?
Answer: Setup your Salesforce DX Environment
Question: I already have a Salesforce Project, is there a way to convert it into Source Format, the new structure of the Project?
Answer:
Option-1:
- Create a Salesforce Project using "SFDX: Create Project using Manifest"
- Copy your existing (Eclipse) package.xml into meta-inf/package.xml file
- Retrieve the source from the Org.
Option-2:
- Follow the instruction given here Convert the Metadata Source to Source Format. At high level SFDX CLI provides commands to convert the existing Metadata Files into New Source Format.
Question: I have created a VS Code Project. Now I want to retrieve the meta-data from the Development Sandbox. Basically, I want to see entire or limited number of meta-data from the Salesforce implementation project. How do I do that?
Answer: This can be done in limited scenario. There are two ways to create Project VSCode and they are (a) SFDX: Create Project (b) SFDX: Create Project with Manifest.
Option (a) creates project with New meta-data format. This method doesn't provide a way to deploy or retrieve a set of meta-data. Retrieve and Deploy command will only be applicable to the meta-data already sitting in the project folder structure. Future enhancements are coming soon on this. Org Browser #862.
Option (b) creates project similar to legacy Force.com IDE format with a manifest/package.xml file. The content of package.xml file will decide which meta-data to deploy or retrieve.
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