how to create a salesforce package

How to create unlocked Salesforce packages (with a namespace)

• Create a project. First, create your SFDX project on your local machine. ...
• Create a package. I assume here that you already have connected your dev-hub to SFDX. ...
• Push metadata / create a Version. Once you written some code, you are ready to push code and create a brand new unlocked package! ...
• The namespace issue. ...
• Sum it up. ...

Full Answer

What is a package in Salesforce?

A package is a top-level container that holds important details about the app or package: the package name, description, and associated namespace. You supply the package details when you create a package using Salesforce CLI, and the package descriptor section of your sfdx-project.json project configuration file is automatically updated.

What is unlocked package in Salesforce?

Unlocked packages help you add, edit, and remove metadata in your org in a trackable way. You can apply your source and metadata to multiple orgs, and upgrade your Salesforce apps easier and faster. Packages encapsulate all the metadata changes and updates you plan to make.

What is Salesforce package ancestry?

Package ancestry allows you to create a tree-like version structure, and abandon a package version you no longer want to build on. Use Salesforce CLI commands to quickly confirm your package’s ancestor, or to create a visualization of the package ancestry tree. Review how package ancestry impacts which package version upgrades are allowed.

How to create a specific version of a package using sfdx?

The package alias (GIFter) is now associated with the Package ID (0Ho). If you forget the package alias or package ID, you can list all the packages you created in your Dev Hub by running sfdx force:package:list. Now that you have the package defined, you can create a specific version of the package.

How do I create a new package in Salesforce?

Select the components you want to add. Click Add To Package. Repeat these steps until you have added all the components you want in your package. Click Upload....Create the package:From Setup, enter Packages in the Quick Find box, then select Packages.Click New.Fill in the details of the package.Click Save.

How do I create a managed package in Salesforce?

Build and Release Your App with Managed PackagesPackaging Checklist. Ready to deploy your packaging metadata and start creating a package? ... Deploy the Package Metadata to the Packaging Org. ... Create a Beta Version of Your App. ... Install the Package in a Target Org. ... Create a Managed Package Version of Your App.

How do I create a deployment package in Salesforce?

Creating and Deploying Packages in SalesforceCreate the Package. ... Populate the Package with Components. ... Finalize the Package Details. ... Upload the Package to the AppExchange. ... Access your Package from the alternate Environment. ... Deploy your Package to the alternate Environment. ... Manage your Packages.

What is a Salesforce package?

A package is a container for something as small as an individual component or as large as a set of related apps. After creating a package, you can distribute it to other Salesforce users and organizations, including those outside your company. Packages come in two forms—unmanaged and managed: Unmanaged packages.

How do I create an XML package in Salesforce?

Build a Package. xml ManifestIn the VS Code app, click File > Open.Select Documents and then select PackageXMLProject.Open PACKAGEXMLPROJECT and click the new file icon.Name the new file package. xml .Next, identify the metadata to be pulled by copying and pasting the following XML into package. ... Click File > Save.

Where can a developer create managed package?

You must use a Developer Edition organization to create and work with a managed package. A Developer Edition organization can contain a single managed package and many unmanaged packages. 2. Before converting an unmanaged package to managed, enable your organization to create managed packages.

How do I create a deployment package?

To create a software updates deployment packageSet up a connection to the SMS Provider.Create the new package object by using the SMS_SoftwareUpdatesPackage class.Populate the new package properties.Save the new package and properties.

How do I use Salesforce packages?

In a browser, go to the installation URL provided by the package developer, or, if you're installing a package from AppExchange, click Get It Now from the application information page. Enter your username and password for the Salesforce organization in which you want to install the package, and then click Log In.

How do I create an unlocked package in Salesforce?

So, in order to register and push your unlocked package, follow the steps below:Create an sfdx-project. json with package name.Register the name with package: force:package:create.Adjust the sfdx-project. json with the package id.Push metadata (upload the package) with force:package:version:create.

What are types of packages in Salesforce?

There are two types of packages,Unmanaged package: These are used to define open source applications and these applications can be modified by the developers who install them into their organization. ... Managed package: These are widely used by salesforce partners to develop applications and sell them to customers.

What are the different types of Salesforce package?

Types of package in SalesforceFirst-Generation Packaging.Second-Generation Packaging.Difference between unmanaged packages, managed packaged and unlocked packages.Create Unlocked package.Create a package version.Publishing and Installing Unlocked packages.

How many types of packages are there in Salesforce?

two typesThere are two types of packages—managed and unlocked.

1. Create the Package

Most likely, your package type allowed will be ‘unmanaged only’, which is fine unless you plan on releasing full blown applications to market on the AppExchange.

2. Populate the Package with Components

Once you have your package created, you’ll want to populate it with components that you want to promote. This process is identical to creating a change set. Simply hit the Add button and start selecting the components to Add to Package.

3. Finalize the Package Details

The next page is where you outline the details on the package, specifically:

4. Upload the Package to the AppExchange

When your package is ready, hit Upload and it’ll be processed and pushed to the AppExchange.

5. Access your Package from the alternate Environment

Now that your package is available in the AppExchange via the provided link, you need to log out of the current environment, and log in to the alternate environment you wish to install the package into.

6. Deploy your Package to the alternate Environment

Hitting Continue will initiate the Package Installer ‘wizard’ which will guide you through the steps towards installing the package:

7. Manage your Packages

Once your packages are installed, you can always managed them by going to Setup > Installed Packages (under Build) and a list of all Packages that have been installed in the environment will be listed.

Why We Love Package Development

We think packaging is one of the most exciting features for Salesforce Platform developers. It’s on par with some well-known disruptive innovations, such as sliced bread, the mobile phone, and video streaming services. But just in case you need more convincing, let’s sum up the key benefits that we’ve learned so far. Package development:

Configure Your Environment

Before you can get to the good stuff, let’s set up a new Trailhead Playground and enable the Dev Hub and packaging in it.

Create the Package

When you cloned the DreamHouse LWC app from GitHub, you pulled all the source files into your project directory. You can now create the base package without further fanfare.

Create a Scratch Org to Test Your Package Version

Let’s create a scratch org, in which to install the unlocked package, with the alias MyScratchOrg. Testing in a scratch org is a convenient way to perform the unit testing phase of the packaging development lifecycle.

Create the Package Version and Install It in Your Scratch Org

When you’re ready to release the package, you create a snapshot of it, called a package version. Installing the package version is similar to deploying metadata. Remember, once created, a package version serves as an immutable artifact containing a specific set of metadata.

Release the Package Version

One feature we haven’t discussed yet is package status. Packages have beta status when you initially create them. You can’t install beta packages in a production org. This is a safeguard to make sure the package version you release is production ready.

Install the Package Version in an Org

Last but not least, install the package version in your org. Remember, you can install beta package versions in scratch orgs, sandboxes, and Trailhead playgrounds (DE orgs). You can install a released package version in any org.

What is an unlocked package in Salesforce?

Unlocked packages help you add, edit, and remove metadata in your org in a trackable way. You can apply your source and metadata to multiple orgs, and upgrade your Salesforce apps easier and faster.

Why can admins make changes to unlocked packages?

Your admins can make changes directly in production in response to emergency change requests because metadata in unlocked packages can be modified in a production org. At the same time, this flexibility comes with responsibility.

How to create a Giphy app?

Create a GIPHY App 1 Head over to https://developers.giphy.com/. After you create and log in to your account, you see your Dashboard. This app acts as the liaison between our app and the GIPHY API. 2 Click Create an App. 3 Select API Selected, and Next Step. 4 Give the new app an App Name and App Description, then click Create New App.#N#You can choose whatever you want, but we recommend “GIFter” as it’s always good to keep it related to the intended function. 5 Copy the displayed API Key, so you can use it in the next step. 6 In the GIFter app you cloned earlier, let’s update the code to use your GIPHY API key.#N#Open the file force-app/main/default/staticresources/GIPHY.resource using your favorite IDE or text editor. Did you know that we have amazing extensions for Visual Studio Code? Grab the Salesforce Extensions for VS Code from the Visual Studio Marketplace.#N#In the file GIPHY.resource (which is a JavaScript file shared by the Lightning components in the app) see the following line of code.#N#var apiKey = "YOUR_GIPHY_API_KEY";#N#Replace YOUR_GIPHY_API_KEY with your Api Key. 7 Save the GIPHY.resource file.

What is the difference between a package and a version?

There are two parts to a package: the first is the package and the second is the package version . A package is really a manifest about what it is you're going to create, whereas the package version is a snapshot in time of the metadata and code that relates to what you're building and installing.

Can you run Salesforce DX in scratch?

As with any Salesforce DX project, you’re going to start working in your own scratch org. You can run and test your app there before you build the package and install it in your target environment.