If you want lots more detail then you can delve into the “ Set Up Salesforce DX” module on Trailhead. Time to complete the challenge: 30-60 minutes the first time, less than 5 minutes on subsequent runs! Preparing the Ground There are a few steps, but once you’ve done it once, it will feel easy and intuitive the next time. Just for reference, the field names that we will be adding are “SalesforceBen Offer” and “Time Sensitive”. *yes, it’s silly, but if you have a large org it happens. Imagine you have been asked to do the following: Add two custom fields under the Amount field on all the fifteen* Opportunity Page Layouts that contain the Amount field. Using a real-life case study, Christian and I will show you how! In 2017 Salesforce released an extension that connects it to your production, sandbox and scratch org environments.Ĭombine this with Salesforce’s SFDX (a set of power tools) and you have a way to get up and running very quickly to speed up your configuration/development, testing and deployment cycle. It’s a free and open source product from Microsoft, available on Mac, Windows and Linux.ĭevelopers use it all the time, but it’s not just for them. What is VSCode? VSCode is the shorthand for Visual Studio Code.
Huge thanks (and some sighs of relief) go to Christian “Szandor” Knapp MVP for introducing me to this free, open source, tool that can help with this very situation. *or sometimes I go by the title of “Consultant”, when I want to boost my salary for doing exactly the same job. Look out for part 2, where I will take a deeper dive into VSCode, and another challenge! What may sound like a headache now will be easily possible by the time you have finished reading. Part 1 (which you’re reading now) is an introduction to the tools by working through an example of adding custom fields to multiple page layouts that contain a specific field. This Admin’s guide to SFDX and VSCode comes in two parts. If only there was an easier way to update this “ metadata”.
Even if you take into account the “where is this field used?” button (released in Spring ‘20) within the Salesforce setup menu, it’s still a slow way of finding and updating multiple settings, field names, page layouts, process builder, flow and apex references.
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