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forcelandia-sfdx-plugin

Salesforce Command Line Training Workshop at Forcelandia

Overview

This is a 40 minute workshop hosted at Forcelandia that is scheduled as follows:

  • 01 - 10 Minutes: Installation and Exploring the Plugin sections
  • 10 - 20 Minutes: Workshop steps 1-6
  • 20 - 30 Minutes: Coding!
  • 30 - 40 Minutes: Demo time
  1. Installation and Setup
  2. Exploring the Plugin
  3. Workshop

Installation and Setup

Let's do some initial setup to prepare our computers for development. If you run into any strange errors, Salesforce covers some of this in their setup article here.

1. node and npm

Make sure node and npm is installed

brew install node

2. Login to npm

If you don't have an npm account, Brett will provide a shared account you can use.

If you do have npm, make sure you're logged in by running:

npm login

3. TypeScript

npm install --global typescript

4. yarn

We'll be using yarn as a package manager. Also get it here

npm install --global yarn

5. sfdx-cli

Make sure the base sfdx-cli is installed

npm install --global sfdx-cli

6. Authenticate

production authentication command

sfdx force:auth:web:login --setalias production

stage authentication command

sfdx force:auth:web:login --setalias stage --instanceurl https://test.salesforce.com

7. forcelandia-sfdx-plugin

echo 'y' | sfdx plugins:install thebrettbarlow/forcelandia-sfdx-plugin
sfdx fl --help

Exploring the Plugin

The --help command is your friend.

This command will display which topics and commands are available in the plugin. Running --help on a specific topic will display which commands are available to run.

$ sfdx fl:data --help
commands for all the datas

USAGE
  $ sfdx fl:data:COMMAND

COMMANDS
  fl:data:copy      copies data from production to another sfdx connection
  fl:data:setvalue  sets a value into a field for all records returned by the query
  fl:data:upsert    upsert data from a csv file

Workshop

1. Clone the repo and provide a new directory name

git clone https://github.com/thebrettbarlow/forcelandia-sfdx-plugin new_directory_name

2. Create a GitHub repo

This can be done via the hub command below or within the GitHub UI. I recommend using hub for this workshop

If you don't have hub, try the command below or other install methods

brew install hub

Create a repo (will prompt for GitHub login)

# cd into your new directory from above first 
cd new_directory_name

hub create \
    --description "Salesforce Command Line Training Workshop at Forcelandia" \
    --homepage "http://bit.ly/forcelandia-sfdx-plugin"

3. Update origin's url

git remote set-url origin http://github.com/USERNAME/REPO_NAME

4. Push to new remote

git push origin master

5. Initialize and Install

yarn init
yarn install

6. Link plugin for development

sfdx plugins:link
sfdx plugins --core

7. Make a change

Time to get creative! Make a change to an existing command or add a command of your own!

Tips on making changes

To change an existing command, directly edit the TypeScript file you would like to change.

If you would like to add a command within an existing topic (data, recordtype or user), you can create a new TypeScript file within the appropriate folder. It may be helpful to copy and paste an existing command over as a starting place.

If you would like to add a command within a new topic, add a folder within the fl directory (at the same level as data, recordtype and user). Create a new TypeScript file within this new folder. It may be helpful to copy and paste an existing command over as a starting place.

Need some inspiration? Here are a few ideas:

  • Display the top 10 Opportunities by Amount
  • Add a filter to recordtype:get
  • Create a record and open that page

8. Publish

yarn publish --access public

9. Demo

If you have something working by the end, let Brett know and he'll demo it!

All Available Commands

sfdx fl:data:copy -d <filepath> [-a] [-s <string>] [-l <number>] [-d <directory>] [-u <string>] [--apiversion <string>] [--json] [--loglevel trace|debug|info|warn|error|fatal|TRACE|DEBUG|INFO|WARN|ERROR|FATAL]

copies data from production to another sfdx connection

USAGE
  $ sfdx fl:data:copy -d <filepath> [-a] [-s <string>] [-l <number>] [-d <directory>] [-u <string>] [--apiversion 
  <string>] [--json] [--loglevel trace|debug|info|warn|error|fatal|TRACE|DEBUG|INFO|WARN|ERROR|FATAL]

OPTIONS
  -a, --all                                                                         if true, the script gets all
                                                                                    sobjects in the `sobjectTypes` array

  -d, --destination=destination                                                     (required) sfdx connection to copy
                                                                                    places to

  -d, --directory=directory                                                         [default: .] directory where you
                                                                                    would like the output to go

  -l, --limit=limit                                                                 limit the number of records to
                                                                                    export

  -s, --sobjecttype=sobjecttype                                                     name of the sobject to get. Required
                                                                                    if --all is false

  -u, --targetusername=targetusername                                               username or alias for the target
                                                                                    org; overrides default target org

  --apiversion=apiversion                                                           override the api version used for
                                                                                    api requests made by this command

  --json                                                                            format output as json

  --loglevel=(trace|debug|info|warn|error|fatal|TRACE|DEBUG|INFO|WARN|ERROR|FATAL)  [default: warn] logging level for
                                                                                    this command invocation

EXAMPLE
  sfdx fl:data:copy --sobjecttype Account --limit 100 --targetusername production --destination stage

See code: src/commands/fl/data/copy.ts

sfdx fl:data:setvalue -q <string> -f <string> -v <string> [-n <string>] [-d <directory>] [-u <string>] [--apiversion <string>] [--json] [--loglevel trace|debug|info|warn|error|fatal|TRACE|DEBUG|INFO|WARN|ERROR|FATAL]

sets a value into a field for all records returned by the query

USAGE
  $ sfdx fl:data:setvalue -q <string> -f <string> -v <string> [-n <string>] [-d <directory>] [-u <string>] [--apiversion 
  <string>] [--json] [--loglevel trace|debug|info|warn|error|fatal|TRACE|DEBUG|INFO|WARN|ERROR|FATAL]

OPTIONS
  -d, --directory=directory                                                         [default: .] directory where you
                                                                                    would like the output to go

  -f, --field=field                                                                 (required) name of the field to set

  -n, --filename=filename                                                           [default: set_value] name of the
                                                                                    backup and output files

  -q, --query=query                                                                 (required) query to get records to
                                                                                    update

  -u, --targetusername=targetusername                                               username or alias for the target
                                                                                    org; overrides default target org

  -v, --value=value                                                                 (required) value that should be set

  --apiversion=apiversion                                                           override the api version used for
                                                                                    api requests made by this command

  --json                                                                            format output as json

  --loglevel=(trace|debug|info|warn|error|fatal|TRACE|DEBUG|INFO|WARN|ERROR|FATAL)  [default: warn] logging level for
                                                                                    this command invocation

EXAMPLE
  sfdx fl:data:setvalue --query "select id, type from account where type != null limit 5" --field Type --value "Cool 
  Company" --targetusername stage

See code: src/commands/fl/data/setvalue.ts

sfdx fl:data:upsert -s <string> -f <filepath> [-i <string>] [-u <string>] [--apiversion <string>] [--json] [--loglevel trace|debug|info|warn|error|fatal|TRACE|DEBUG|INFO|WARN|ERROR|FATAL]

upsert data from a csv file

USAGE
  $ sfdx fl:data:upsert -s <string> -f <filepath> [-i <string>] [-u <string>] [--apiversion <string>] [--json] 
  [--loglevel trace|debug|info|warn|error|fatal|TRACE|DEBUG|INFO|WARN|ERROR|FATAL]

OPTIONS
  -f, --file=file                                                                   (required) csv that contains the
                                                                                    data to upsert

  -i, --externalid=externalid                                                       [default: Id] external id to use
                                                                                    with the upsert

  -s, --sobjecttype=sobjecttype                                                     (required) sobject type to use with
                                                                                    the upsert

  -u, --targetusername=targetusername                                               username or alias for the target
                                                                                    org; overrides default target org

  --apiversion=apiversion                                                           override the api version used for
                                                                                    api requests made by this command

  --json                                                                            format output as json

  --loglevel=(trace|debug|info|warn|error|fatal|TRACE|DEBUG|INFO|WARN|ERROR|FATAL)  [default: warn] logging level for
                                                                                    this command invocation

EXAMPLE
  sfdx fl:data:upsert --sobjecttype Account --externalid Id --file accounts_to_upsert.csv

See code: src/commands/fl/data/upsert.ts

sfdx fl:recordtype:get [-u <string>] [--apiversion <string>] [--json] [--loglevel trace|debug|info|warn|error|fatal|TRACE|DEBUG|INFO|WARN|ERROR|FATAL]

gets record type names and ids

USAGE
  $ sfdx fl:recordtype:get [-u <string>] [--apiversion <string>] [--json] [--loglevel 
  trace|debug|info|warn|error|fatal|TRACE|DEBUG|INFO|WARN|ERROR|FATAL]

OPTIONS
  -u, --targetusername=targetusername                                               username or alias for the target
                                                                                    org; overrides default target org

  --apiversion=apiversion                                                           override the api version used for
                                                                                    api requests made by this command

  --json                                                                            format output as json

  --loglevel=(trace|debug|info|warn|error|fatal|TRACE|DEBUG|INFO|WARN|ERROR|FATAL)  [default: warn] logging level for
                                                                                    this command invocation

EXAMPLE
  sfdx fl:recordtype:get

See code: src/commands/fl/recordtype/get.ts

sfdx fl:user:get [-a] [-n <string>] [-p <string>] [-r <string>] [-s] [-o] [-d <directory>] [-u <string>] [--apiversion <string>] [--json] [--loglevel trace|debug|info|warn|error|fatal|TRACE|DEBUG|INFO|WARN|ERROR|FATAL]

gets users based on certain parameters

USAGE
  $ sfdx fl:user:get [-a] [-n <string>] [-p <string>] [-r <string>] [-s] [-o] [-d <directory>] [-u <string>] 
  [--apiversion <string>] [--json] [--loglevel trace|debug|info|warn|error|fatal|TRACE|DEBUG|INFO|WARN|ERROR|FATAL]

OPTIONS
  -a, --active                                                                      only return active users

  -d, --directory=directory                                                         [default: .] directory where you
                                                                                    would like the output to go

  -n, --name=name                                                                   return users whose name contains
                                                                                    this value

  -o, --outputcsv                                                                   output the result as a csv

  -p, --profile=profile                                                             return users whose profile name
                                                                                    contains this value

  -r, --userrole=userrole                                                           return users whose user role
                                                                                    developer name contains this value

  -s, --skinny                                                                      only returns the Username and Id of
                                                                                    each result

  -u, --targetusername=targetusername                                               username or alias for the target
                                                                                    org; overrides default target org

  --apiversion=apiversion                                                           override the api version used for
                                                                                    api requests made by this command

  --json                                                                            format output as json

  --loglevel=(trace|debug|info|warn|error|fatal|TRACE|DEBUG|INFO|WARN|ERROR|FATAL)  [default: warn] logging level for
                                                                                    this command invocation

EXAMPLES
  sfdx fl:user:get
  sfdx fl:user:get --active
  sfdx fl:user:get --active --name "john smith"
  sfdx fl:user:get --active --profile admin
  sfdx fl:user:get --active --userrole sales
  sfdx fl:user:get --active --skinny
  sfdx fl:user:get --active --outputcsv

See code: src/commands/fl/user/get.ts

Debugging your plugin

We recommend using the Visual Studio Code (VS Code) IDE for your plugin development. Included in the .vscode directory of this plugin is a launch.json config file, which allows you to attach a debugger to the node process when running your commands.

To debug the hello:org command:

  1. Start the inspector

If you linked your plugin to the sfdx cli, call your command with the dev-suspend switch:

$ sfdx hello:org -u myOrg@example.com --dev-suspend

Alternatively, to call your command using the bin/run script, set the NODE_OPTIONS environment variable to --inspect-brk when starting the debugger:

$ NODE_OPTIONS=--inspect-brk bin/run hello:org -u myOrg@example.com
  1. Set some breakpoints in your command code
  2. Click on the Debug icon in the Activity Bar on the side of VS Code to open up the Debug view.
  3. In the upper left hand corner of VS Code, verify that the "Attach to Remote" launch configuration has been chosen.
  4. Hit the green play button to the left of the "Attach to Remote" launch configuration window. The debugger should now be suspended on the first line of the program.
  5. Hit the green play button at the top middle of VS Code (this play button will be to the right of the play button that you clicked in step #5).

    Congrats, you are debugging!

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Salesforce Command Line Training Workshop at Forcelandia

bit.ly/forcelandia-sfdx-plugin

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