Salesforce DX Project
With new abilities provided by SFDX, your code and metadata are no more tied up with an organization. In order to work with SalesforceDX in The Welkin Suite, you can use a new project type specifically for this. The differences between the regular Salesforce project and SalesforceDX projects are:
- information about Salesforce organizations is not stored in a project file,
- the project structure is the same as with the projects, created using the SalesforceDX command-line interface,
- information about files which are included in a project is not stored in a project file — the project folder and files in it define the project content.
To create a new SalesforceDX project, navigate to the Main Menu:
File ⇒ New ⇒ Project, select Salesforce DX Project, change a location of a project (if needed) and click OK.
In the project creation wizard, you have the following optional fields to specify — they will be passed to the
Template— a template, which is used to create a project. Translates into
-t | –templateargument,
Namespace— a namespace, which is associated with this project and any connected scratch orgs. Translates into
-s | –namespaceargument,
Default package dir— a default package directory name. Metadata items are placed inside this folder. A default value is
force-app. Translates into
-p | –defaultpackagedirargument.
When the creation process is finished successfully, you'll get the new project opened in the IDE with the default SFDX structure.
Once the Salesforce DX project is opened, you can use most of the features of the IDE.
Export and import data
You can export your sample or testing data, store it in your repository, and deploy it to various Scratch Orgs, using handy options of the IDE. To do so, right-click on any SOQL file from the SFDX project in the Solution Explorer and select the Export Data as a SObject Tree option.
The IDE will execute the
sfdx:data:export command with the given query for your default Scratch organization, and it will save the result in the same folder with the query.
To import data, right-click on any json file in your SFDX project in the Solution Explorer and select the Import SObject Tree Data option.
NB: This command is available for any json file in the project — the IDE is not doing any additional checks to see if a selected file really contains the exported data.
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