Slaesforce FAQ

how to install to salesforce from github

by Jed Gusikowski Published 3 years ago Updated 2 years ago
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How to Set up a GitHub Salesforce Integration: the Step-by-Step Process.

  • Step 1: Install Exalate on GitHub. First, log in to your GitHub account. Click on “Marketplace”. Type “Exalate”. Or save some time, by clicking on ...
  • Step 2: Install Exalate on Salesforce.
  • Step 3: Establish a Salesforce GitHub Connection.
  • Step 4: Configure the Connection to Decide What Information is Shared.
  • Step 5: Set up Automatic Synchronization Triggers to Share Information.

  1. Step 1: Log In to your GitHub Account. Log in to your GitHub account as shown in the image below and create a Project Repository (keep its access private). ...
  2. Step 2: Clone the GitHub Repository. Install Git on your local computer. ...
  3. Step 3: Retrieve Metadata Files from SFDC. ...
  4. Step 4: Configure the Git Repository.
Sep 7, 2021

Full Answer

Can I deploy directly from GitHub to Salesforce?

Inspired by the GitHub Clone in Desktop button you see on Github. I’ve created a tool that will deploy directly from Github into a Salesforce org. Its been deployed in the cloud, using Heroku, so there is nothing to install.

How does GitHub integrate with Salesforce OAuth?

When visitors to your GitHub repo click such a link, they will be taken through an Salesforce oAuth login flow to their desired org, or if they are already logged in an initial prompt to confirm the app access needs are acceptable. Then they will see something like this… Clicking Deploy starts the deployment giving feedback as Salesforce processes…

How do I access the GitHub repositories for SFRA?

Access the Commerce Cloud GitHub repositories (login required). Each user must have active/valid Account Manager credentials to authenticate. Check with your administrator if you don't have them. Which Repositories? Vijay is in the right place in GitHub to find and download the repositories he needs for SFRA.

How to deploy a project to a specific branch of GitHub?

Such a tool would, on issuing the deploy command, check the GitHub repository of the project, switch to the specified branch, run the deployment script on the repository and provide the branch the deployment target, and notify you of success or failure of the deployment based on the exit code of the script.

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How do I deploy from GitHub to Salesforce?

The main steps are:Create a branch off of main.Make commits.Open a pull request.Collaborate. Make more commits. Discuss and review code with team members.Deploy for final testing.Merge your branch into the main branch.

How do I download from GitHub?

About This ArticleGo to https://github.com/ in a web browser.Navigate to the file you want to download.Click Releases (if it's available).Click Go to file.Click to select a file that you want to download.Click Raw .Right-click the page and click Save as.

How do I push a Salesforce code to GitHub?

16:0127:35How to connect VSCode Salesforce Project to GitHub - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo right now I am on my branch master. So you can check out from the lower side of your vs code thatMoreSo right now I am on my branch master. So you can check out from the lower side of your vs code that what are the different branches. That you have created so right now by default only one branch is

How do I download a zip code from GitHub?

To download from GitHub, you should navigate to the top level of the project (SDN in this case) and then a green "Code" download button will be visible on the right. Choose the Download ZIP option from the Code pull-down menu. That ZIP file will contain the entire repository content, including the area you wanted.

Do I need to install git to use GitHub?

To use Git on the command line, you will need to download, install, and configure Git on your computer. You can also install GitHub CLI to use GitHub from the command line.

How do I pull code from Git?

Now go back to the original folder and follow the instructions:First, run git status. Git will tell you the repository is clean, nothing to worry about.Then run git fetch.Next, run git status again. Git will say your branch is one commit behind.Finally, run git pull to update your local branch.

How do I link my VSC to GitHub?

To push the code to GitHub from Visual Studio Code, you will need to create a GitHub account and install the “Github Pull Requests and Issues” extension. Note: Before pushing the code from VS Code to GitHub, you need to ensure that all the files are in one folder, and you have to push your folder to Github.

What is repository in Salesforce?

Repository tab is mainly used for understanding the related entities of any concerned apex code. In an organization, there could be thousands of apex classes through which the control navigates.

What is GitHub flow?

The GitHub flow is a workflow designed to work well with Git and GitHub. It focuses on branching and makes it possible for teams to experiment freely, and make deployments regularly. The GitHub flow works like this: Create a new Branch. Make changes and add Commits.

Can I copy code from GitHub?

As long as you adhere to the licensing terms that it is published under, yes. Not all code on GitHub comes with an open source license. But if it does, that license allows you to copy the code, modify it if you want, and use it for what you want.

How do I open a downloaded file from GitHub?

1:372:17Trick: How to Quickly Access and Download Files on GitHub - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo when using github you cannot and I repeat you cannot right click and select file save as it doesMoreSo when using github you cannot and I repeat you cannot right click and select file save as it does not work. Does not work at all what you have to do if you want to download the Eagle files is go to

How do I clone code from GitHub?

Cloning a repositoryIn the File menu, click Clone Repository.Click the tab that corresponds to the location of the repository you want to clone. ... Choose the repository you want to clone from the list.Click Choose... and navigate to a local path where you want to clone the repository.Click Clone.

How to deploy Salesforce?

Most Salesforce users will tell you that Salesforce deployment is not easy. A lot of time is spent and the process is error-prone, and this is made worse if you are deploying to multiple environments. A typical Salesforce deployment involves: 1 Modify the main code 2 Recording which files are deleted, modified, and added 3 Logging into sandbox where the code is stored 4 Creating changesets 5 Manually selecting all the components that are to be deployed 6 Selecting the target where the changeset are to be deployed 7 Logging into the target Salesforce .org were you sent the changeset 8 Finding the changeset 9 Issuing the deploy command

What is GitHub used for?

GitHub is a popular collaborative environment in coding projects, which allows you to easily follow projects, to see who has branched the main branch/code, and to keep tabs on what other GitHub users are working on. It allows you to sync Metadata from Salesforce.org platforms like Force.com. It is used alongside other tools in Salesforce deployment.

Is Salesforce easy to deploy?

It is used alongside other tools in Salesforce deployment. Most Salesforce users will tell you that Salesforce deployment is not easy. A lot of time is spent and the process is error-prone, and this is made worse if you are deploying to multiple environments. A typical Salesforce deployment involves:

Can Salesforce be catastrophic?

Although not very common, Salesforce can have a catastrophic failure. GitHub gives you a local copy of the Salesforce Metadata, meaning you will not be adversely affected by such failure. You can use this Metadata on another CRM in such unlikely events. Consider hiring a pro for Salesforce deployment.

Why Set up a Github Salesforce Integration in the First Place

Github is an online source code management and versioning platform. It helps developers consolidate and collaborate their codes to maintain a consistent version that can be accessed and tracked by all the team members.

Choosing the Right Technology for a Github Salesforce Integration

However, implementing a GitHub Salesforce integration is not as easy as it sounds.

How to Set up a Github Salesforce Integration: the Step-by-Step Process

To start setting up a Github Salesforce integration, you must first install Exalate on both GitHub and Salesforce. This ensures you have autonomy since the Exalate app on both sides allows you to configure each side separately and helps you control what can be sent and received.

Common Use Cases

The most plausible use case that can be supported by a GitHub Salesforce integration is enabling seamless collaboration between sales and development teams.

Conclusion

We saw how a Github Salesforce integration can definitely help sales and development teams collaborate and share business-critical information with each other to help them enhance customer experience.

What is the purpose of deployment manifest?

The goal of the deployment manifest is to pile up the metadata that will be promoted to the environment pipelines. This means that each and every release (no matter where it's a major/minor/hotfix/patch) will have it's own deployment manifest file.

Can you create a github workflow?

You can create Github Workflows in your Repository that will execute Github Actions and may deploy (or validate the deployment) automatically your code into target orgs upon events such as commit/push or pull request being created. I prepared for you a Github Action that will execute the following steps:

Get Ready For SFRA

Cloud Kicks, our growing high-end shoe retailer, uses SFRA for all development. Making full use of the latest ecommerce technology can help the company leap over the competition—sporting its stylish new shoe brand, of course. Vijay Lahiri, the Cloud Kicks developer, is excited to work with this product.

Set Up GitHub Account

Vijay learns that he must use Commerce Cloud Account Manager to access the Commerce Cloud repository on GitHub. This simplifies user access management and provides a seamless SSO experience to all members in this Github org going forward.

Which Repositories?

Vijay is in the right place in GitHub to find and download the repositories he needs for SFRA.

Download or Clone the SFRA Repositories

Vijay starts by downloading the required repositories listed in the table. He downloads the other repositories later.

Next Steps

Vijay has everything he needs to get started on his local machine and on the server. Next, he installs and configures SFRA.

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