SFDX MutualFundExplorer App

• These instructions demonstrate how to copy an Existing app from a package
• Second part are instructions on how to convert a source to a package and deploy to an org.

Setup

1. Create project

sfdx force:project:create -n sfdx-MutualFundExplorer
cd sfdx-MutualFundExplorer

2. Do GIT stuff (e.g. git init, create repo, add .gitignore)

3. Create a scratch org

sfdx force:org:create -f config/project-scratch-def.json -a TempUnmanaged

4. View config data for the scratch org

sfdx force:org:display -u TempUnmanaged

5. Create password

sfdx force:user:password:generate -u TempUnmanaged

6. View the config data again

sfdx force:org:display -u TempUnmanaged

7. Install the Unmanaged Package as instructed in:

https://trailhead.salesforce.com/trails/sfdx_get_started/modules/sfdx_app_dev/units/sfdx_app_dev_deploy

8. Create the Permission Set as instructed in:

https://trailhead.salesforce.com/trails/sfdx_get_started/modules/sfdx_app_dev/units/sfdx_app_dev_deploy

9. Extract permission sets from scratch org

sfdx force:source:pull -u TempUnmanaged

10. Create a folder called mdapipackage

mkdir mdapipackage

11. Retrieve the contents of the DreamInvest package into the mdapipackage folder:

sfdx force:mdapi:retrieve -s -r ./mdapipackage -p DreamInvest -u TempUnmanaged -w 10

12. Change to the mdapipackage folder and verify that the unpackaged.zip file appears.

cd mdapipackage

13. Unzip unpackaged.zip

unzip unpackaged.zip -d .

14. Delete unpackaged.zip

rm unpackaged.zip

15. From the MutualFundExplorer folder, convert the contents of the mdapipackage folder

cd ..
sfdx force:mdapi:convert -r mdapipackage/

16. Delete mdapipackage

rm -rf mdapipackage

17. Delete scratch org

sfdx force:org:delete -u TempUnmanaged

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Dev, Build and Test

Verify the App

1. Create new scratch org

sfdx force:org:create -s -f config/project-scratch-def.json

2. Push source and metadata to scratch org

sfdx force:source:push

3. Assign permission set

sfdx force:user:permset:assign -n DreamInvest 

Deploy the Converted App Using Metadata API

• Register Your Testing Environment - Most of the time you’ll use a sandbox for testing, but for purposes of this module, go ahead and use your Trailhead Playground org for this step.

1. Log in to your Trailhead Playground org and create an alias for it.

sfdx force:auth:web:login -a MyTPO

2. Confirm that this org is available:

sfdx force:org:list

Convert Source to Metadata API Format and Deploy

• Convert the source back to a format you can use with Metadata API.

1. Create mdapioutput

mkdir mdapioutput

2. Convert

sfdx force:source:convert -d mdapioutput/

3. Deploy

sfdx force:mdapi:deploy -d mdapioutput/ -u MyTPO -w 100

4. Assign permission set

sfdx force:user:permset:assign -n DreamInvest -u MyTPO

5. Run your tests and interact with the app:

sfdx force:org:open -u MyTPO

Resources

Description of Files and Directories

Issues