how to create package salesforce

• Hover your mouse over the Salesforce DX module and select the option: Packages
• Click Create Packages.
• On the next screen, give the package a label name and a brief description of it.
• Select the Package Type (unlocked or managed package).
• Select the Development Hub for which the package will be associated.
• Under Version Control, enter the Version Control Repository and its related Branch.
• Select the Package Directory from the dropdown. (For more information about Package Directory, refer to the article: Salesforce DX Metadata Format)

Full Answer

How do I create and install packages in Salesforce?

To create and install packages you must have the Installed Package | Administer permission. This permission is automatically applied to the Administrator and Marketing Cloud Administrator system-defined roles. Add the permission for a different role or user in the Administration area. Note

How to get started with packaging in Salesforce platform?

Become familiar with CLI commands for packaging. Describe the basic packaging use cases. Package the DreamHouse LWC sample app and install it in a Trailhead Playground. We think packaging is one of the most exciting features for Salesforce Platform developers.

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 do I create a package and share it?

When you’re ready to test or share your package, use the force:package:create command to create a package. A package version is a fixed snapshot of the package contents and related metadata. The package version lets you manage changes and track what’s different each time you release or deploy a specific set of changes.

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 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.

How do I create a community package in Salesforce?

To create a managed package, use a Developer Edition org.From Setup, enter Package in the Quick Find box, and then click Package Manager.To package a Lightning Bolt Solution, select Lightning Bolt Solution as the component type, and select your solution. ... Upload the package.

How do I create a managed package in Salesforce?

Before creating managed packages, here are a few things to consider:You must use a Developer Edition organization to create and work with a managed package. ... Before converting an unmanaged package to managed, enable your organization to create managed packages.More items...

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.

What are packages in Salesforce?

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.

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.

How do I install packages in Salesforce?

Custom InstallationDetermine your package access settings. Click View Components. You'll see an overlay with a list of components in the package. ... Click Install. You'll see a message that describes the progress and a confirmation message after the installation is complete.

What are the 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 is the difference between managed package and unmanaged package?

Managed packages are licensed, and can be upgraded and automatically updated. They go through a rigorous Salesforce security review process. Unmanaged packages have the code visible, and can be edited by the Org they are installed in.

Can we edit managed package in Salesforce?

No you cannot edit, delete manage package components. So for this you need to uninstall the package and then do necessary changes in previous org and again create package and install it into second org.

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.