Scratch Org Shape

Learning Objectives
How to shape your scratch org which necessary features and settings
How to push your local source and pull changes from scratch org
Understanding the advantages of source tracking api
Time to complete: 45 Minutes
Prerequisites
Understand how to setup scratch org definition file​
​Supported features for scratch org shape, when and what to use
how to set up scratch org settings​
Steps
Enable Community in Scratch Org definition file
Add communities in features
Enable network settings under settings
Enable Experience bundle metadata under settings
{
  "orgName": "Dreamhouse",
  "edition": "Developer",
  "features": ["Communities"],
  "settings": {
      "communitiesSettings": {
          "enableNetworksEnabled": true
      },
      "experienceBundleSettings": {
          "enableExperienceBundleMetadata": true
      }
  }
}
Enable Contacts to Multiple Accounts
Add ContactsToMultipleAccounts in features
Set up a new Scratch Org
Create a new Scratch Org by using the sfdx force:org:create command
Install all the package dependencies to your scratch org
Don't want to use the CLI command over and over installing multiple packages?
Try sfdx sfpowerkit:package:dependencies:install​
Deploy your local source project to your scratch org using the sfdx force:source:push command
Assign the dreamhouse permission set to the default user using sfdx force:user:permset:assign​
Import sample data using sfdx force:data:tree:import​
Create the inspection__c custom object
Open your Scratch Org using sfdx force:org:open command
Go to setup > Object Manager > Create > Custom Object
Field
Value
Label
Inspection
Plural Label
Inspections
Object Name
Inspection
Record Name
Inspection Id
Data Type
Auto number
Display Format
Ins-{000000}
Starting Number
1
Create the following fields within Inspection Object:
Create a Master detail field to Contact object with Field name Customer
Create a Master detail field to Property__c object with Field name Property
Create a field with data type Date and API name Inspection_Date
Create a field with data type Time and API name Time_Slot
Check the status using sfdx force:source:status command
Pull the changes using sfdx force:source:pull command
Create account and contact sharing rules
Go to Setup > Sharing Settings > Account Sharing Rules > New
The details to be used on the sharing rule
Check the status using the sfdx force:source:status command
Pull the changes using sfdx force:source:pull command
Create new Business Hours for Melbourne
Go to Setup > Business Hours > New
The details to be used on the business hours
Check the status using the sfdx force:source:status command
Pull the changes using sfdx force:source:pull command
Commit the changes to the repo
Recap
Shape is an important concept that one needs to understand while working with Scratch Orgs. Anything that can be applied in shape, can also be applied using Metadata API (settings). This can be a quite daunting task to understand all what has been enabled in an existing org, For this we can use the shape https://developer.salesforce.com/docs/atlas.en-us.sfdx_cli_reference.meta/sfdx_cli_reference/cli_reference_force_org.htm#cli_reference_shape_create​

Field	Value
Label	Inspection
Plural Label	Inspections
Object Name	Inspection
Record Name	Inspection Id
Data Type	Auto number
Display Format	Ins-{000000}
Starting Number	1

Introduction to Scratch Orgs

Using a Package

Last modified 2mo ago