- Salesforce Scratch Orgs
- Salesforce DX Project Configuration
- Salesforce CLI Setup Guide
- Salesforce DX Developer Guide
- Salesforce CLI Command Reference
- Development Model
- Salesforce Extensions Documentation
Below assumes you have knowledge of Salesforce Development, SFDX, and release procedures. If you need more information please refer to the links in the Documentation & Help section above.
Open Terminal or Command Line
Update SFDX - Update and validate SFDX is installed properly.
Navigate to your local directory of repositories
git clone https://github.com/graxinc/grax-salesforce-embedded.git
Change to the directory of the newly cloned repository
Login to Salesforce
sfdx auth:web:login -a GRAXDev -r https://test.salesforce.com
You should see the Salesforce browser login page open, login with System Administrator user.
You can see in the Terminal window that you are now authenticated to the Salesforce org.
Set Audit Fields upon Record Creationand
Update Records with Inactive OwnersUser Permissions
If you don't do this, pushing the permission sets fails due to a setting being unavailable.
sfdx force:org:open -u GRAXDev -p /lightning/setup/UserInterfaceUI/home
Pushing GRAX to sandbox OR Scratch org
Pushing to a Sandbox - Recommended for testing
sfdx force:source:deploy -p force-app/main/default -u GRAXDev
Create & push to Scratch org - Please refer to how to use Salesforce Scratch Orgs
sfdx force:org:create --definitionfile config/project-scratch-def.json --durationdays 30 --setalias GRAXDev -v DevHub sfdx force:user:password:generate -u GRAXDev sfdx force:source:push -u GRAXDev
GRAX Configuration Settings - Click
ManageButton on GRAXConfiguration__c object
sfdx force:org:open -u GRAXDev -p /lightning/setup/CustomSettings/home
Trusted URLs- Click
New Trusted URL
Trusted Site URL:
sfdx force:org:open -u GRAXDev -p /lightning/setup/SecurityCspTrustedSite/home
Create User Permission Sets
Assign User Permission Sets
GRAX INTEGRATION USER Permissionpermission set is assigned to the user GRAX is running as.
sfdx force:org:open -u GRAXDev -p /lightning/setup/ManageUsers/home
Assign the appropriate GRAX permission set to other users to achieve your intended access levels.
Ready to go - Auto Backup >> Enabled
sfdx force:org:open -u GRAXDev -p /lightning/n/GRAXEmbedSetup
Updated 1 day ago