Deploy to a Sandbox

Learning Objectives
Get comfortable with CLI tools
Deploy a repo using MDAPI to a Salesforce org
Retrieve changes in an SF sandbox to a repo
Mechanisms to retrieve metadata from an org
Identifying the names of the component to be retrieved
Deploying the updated repo to a different org
Time to Complete : 45 Minutes
Steps
Setup
1.Fork the [email protected] repo to your GitHub account
​https://github.com/dxatscale/dxatscale101​
Instructions on how to fork a repo are available at the below link https://docs.github.com/en/github/getting-started-with-github/fork-a-repo​
1.Clone the forked repo from your GitHub account to a local repo
2.Open up the project in VS Code
3.Authenticate your SFDX CLI in the terminal to one of the trailhead org's created in the prerequisites​
​https://developer.salesforce.com/docs/atlas.en-us.sfdx_dev.meta/sfdx_dev/sfdx_dev_auth_web_flow.htm​
Deploy the repo to the authenticated org
Use sfdx force:mdapi:deploy in your terminal (use the -h flag to understand usage) to deploy this code base to the org
sfdx force:mdapi:deploy -u <playground-1> -d mdapi -w 30
Did it fail? you will need to delete the jsconfig.json file in your mdapi/lwc/jsconfig.json
Assign the dreamhouse permission set to the default user using sfdx force:user:permset:assign​
sfdx force:user:permset:assign -u <playground-1> -n dreamhouse
Import the data using sfdx force:data:tree:import​
sfdx force:data:tree:import -p ./data/sample-data-plan.json -u <playground-1>
Make the following changes your org
Set Compliance Categorization as PII to all fields in Property__c object
Open Playground
Setup --> Object Manager --> Search Property in Object finder--> Fields & Relationships --> Address --> Edit --> set Compliance Categorization as PII
Follow this step in ALL the fields in Property object
Create a field in property object and add it to layout
Setup --> Object Manager --> Search Property in Object finder--> Fields & Relationships --> New --> with below details
Field
Value
Data type
Picklist (Multi-Select)
Label
Features
Values
Air conditioning
Carport/Garage
Garden/Backyard
Solar panels
Deck/Pergola Dishwasher
Swimming pool
Built-in barbecue
Water feature
Garden gnomes
Restrict picklist
✔️
Visible Lines
4
Edit property layout and add features field to information section under tags field
Edit dreamhouse permissionset and add feature field with edit access
Add daysOnMarket component to property explorer
Open Dreamhouse app in App launcher
Open Property Explorer tab
Click Setup gear Icon --> Edit page --> search daysOnMarket in component finder --> add the component to right side panel
Save the changes and click back
Create a new Apex class
Open Developer Console
File --> New --> Apex class --> ContactController --> ok --> use below code and save the class
public class ContactController {
    @AuraEnabled
    public static List<contact> getContacts(string searchKey){
        string key = '%'+ searchKey +'%' ;
        return [SELECT Id,Name FROM Contact WHERE Name LIKE :key ORDER BY Name LIMIT 50];
    }
​
}
Retrieve all the changes from the org
Utilize sfdx force:mdapi:describemetadata and sfdx force:mdapi:listmetadata to create a new package.xml which should only include the changes to be retrieved from your playground-1.
Utlize sfdx force:mdapi:retrieve (The reference to documentation is attached or use the -h flag to understand usage) to deploy this code base to the org.
Once retrieved, ensure you copy the metadata to the right segments in your repo
sfdx force:mdapi:retrieve -w 30 -u <playground-1> -r <temp-directory> -k <path-to-your-new-package.xml>
Redeploy your changes to the other trailhead org
Utlize sfdx force:mdapi:deploy in your terminal (The reference to documentation is attached or use the -h flag to understand usage) to deploy this code base to the org.
sfdx force:mdapi:deploy -u <playground-2> -d mdapi -w 30
Assign the dreamhouse permission set to the default user using sfdx force:user:permset:assign​
sfdx force:user:permset:assign -u <playground-2> -n dreamhouse
Import the data using sfdx force:data:tree:import​
sfdx force:data:tree:import -p ./data/sample-data-plan.json -u playground-2
Once the metadata is successfully deployed your work into your , commit and push your changes to your [email protected] repo.
Recap
Awesome! You have completed your first challenge. Though this is cumbersome, this is typically easier than redoing your changes in the next environments (especially when you have many). In our subsequent challenges, we will look at how to make these practices simpler.

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Challenges

Using Source Format

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Learning Objectives

Steps

Setup

Deploy the repo to the authenticated org

Assign the dreamhouse permission set to the default user using sfdx force:user:permset:assign

Import the data using sfdx force:data:tree:import

Make the following changes your org

Retrieve all the changes from the org

Redeploy your changes to the other trailhead org