Slaesforce FAQ

how to setup vs code for salesforce

by Rosetta Hills Published 2 years ago Updated 2 years ago
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How to Setup Visual Studio Code for Salesforce

  1. Download and Install VsCode. Download the Visual Studio Code from here and install on your computer.
  2. Install Salesforce DX CLI. To connect the VsCode with Salesforce org we need SalesforceDX CLI. Download the Salesforce CLI from here.
  3. Install Salesforce Extension Pack. We are almost there. Open your VsCode and Click on Extensions icon on left hand side or press CTRL+SHIFT+X.
  4. Create Project. Congratulation. Till this step your software setup is completed. Now its time to create your first project in VsCode.
  5. Connect with your Salesforce Org. Our project is ready on our local machine, Its time to connect our VsCode with Salesforce. ...
  6. Retrieve Component. Now you want to extract all your Salesforce component in your VsCode? Open Package.xml file from Manifest folder.
  7. Deploy component. Open any file and work one your component. IF you want to learn about how to create Lightning Web Component then check this post.

How to connect VSCode with Salesforce?

Our project is ready on our local machine, Its time to connect our VsCode with Salesforce. Again open Command Palette or press Ctrl + Shit + P. This time we need to type or Select “ SFDX: Authorize an Org “. In the last step you need to provide the org alias name. Then it will take you to your default browser and ask you for org credentials.

How to authorize Salesforce Org using VS Code?

Enter your credentials Once successfully login to the Salesforce Org. visit the VS Code again and sure enough we get the notifications to successfully authorize the Org. Hope you enjoyed this article.

What are the system requirements for Salesforce extensions for VS Code?

Some features in Salesforce Extensions for VS Code depend upon the Java Platform, Standard Edition Development Kit (JDK). You need to have either version 8 or version 11 of the JDK installed. See Java Setup for details.

Is VS Code the best IDE for Salesforce?

So, if you haven’t heard of VS Code yet, it is a very lightweight, easy-to-use, and extensive IDE with built-in support for Salesforce and Git. It features keyboard shortcuts, support for debugging, and other features like syntax highlighting and code completion.

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How do I configure Visual Studio code in Salesforce?

How to Setup Visual Studio Code for SalesforceStep 1) Download and Install VsCode.Step 2) Install Salesforce DX CLI.Step 3) Install Salesforce Extension Pack.Step 4) Create Project.Step 5) Connect with your Salesforce Org.Step 6) Retrieve Component.Step 7) Deploy component.Recording.

How do I create a VS Code project in Salesforce?

Create a ProjectPress Command + Shift + P on Mac or Ctrl + Shift + P on Windows to make the command palette appear.Make sure the new prompt starts with >Type SFDX: Create Project and press Enter to select the standard template.Type the project name VSCodeQuickstart and press Enter.More items...

How do I connect to VS Code in Salesforce command line?

Integrations in the activity bar for Apex tests and Replay Debugger.Launch Visual Studio Code.On the left toolbar, click Extensions.Enter Salesforce Extension Pack in the search field.Click on Salesforce Extension Pack .Click Install.Close and relaunch Visual Studio Code to complete the installation. Note.

Is Salesforce CLI required for VS Code?

Salesforce CLI is used to execute commands against Salesforce orgs and work with source files on your local machine. Salesforce Extensions for VS Code uses Salesforce CLI behind the scenes, so even if you don't want to use the CLI directly you need to install it on your machine.

How does VS Code connect to sandbox in Salesforce?

How To Connect Visual Studio Code To A Salesforce SandboxDownload and Install VSCode if you do not have it already. You can download the latest version here https://code.visualstudio.com. ... Install Salesforce Extensions For VSCode. ... Install Salesforce CLI. ... Ensure Everything Was Installed Correctly. ... Authorize An Org.

What is Visual Studio code salesforce?

Visual Studio Code is the go-to code editor for Salesforce developers. It's free, open-source, and available for Windows, Linux, and macOS. This editor has easy-to-install extensions for syntax highlighting, code completion, and more.

Is JDK required for VS Code salesforce?

The Apex Language Server, shipped as part of the Salesforce Apex Extension for VS Code, depends on the Java Platform, Standard Edition Development Kit (JDK). It requires an installation of either JDK version 17 (Recommended), JDK version 11, or JDK version 8.

Is JDK required for Salesforce CLI?

You need the Java Developer Kit (JDK) version 8.0 or later to use Salesforce APIs. Java is a robust, cross-platform, widely used language that integrates well with Salesforce. To install the JDK, you need a Windows, Mac OS X, or Linux system that has internet access.

How do I start a command line in Salesforce?

1:4716:18Getting Started with the Salesforce CLI (Command Line Interface) - YouTubeYouTubeStart of suggested clipEnd of suggested clipYou can just type in SF DX space force. And you can get links to our developer guide the commandMoreYou can just type in SF DX space force. And you can get links to our developer guide the command line reference. More information about our extension 4 vs code. But what's even cooler.

How do I know if Salesforce CLI is installed?

Run this command to verify the Salesforce CLI plug-in version:sfdx plugins --core salesforcedx 41.2.0 (core) This command returns a list of the other plug-ins installed in the CLI:sfdx plugins. ... sfdx force --help. ... sfdx force:doc:commands:list.

What is Salesforce CLI?

Salesforce CLI is a command-line interface that simplifies development and build automation when working with your Salesforce org. Use it to create and manage orgs, synchronize source to and from orgs, create and install packages, and more.

How do I connect SFDX to org?

Log in with your credentials and authorize the Global Connected App. Once you've successfully authorized the org, close that browser tab and run sfdx force:org:display -u --verbose command (substituting the appropriate OrgAlias). This will display the Auth URL for the org.

Install & Configure Visual Studio Code

We can download the latest VS Code Setup from the following Url: https://code.visualstudio.com

Install & Configure Salesforce Extension Pack

On the left most menu panel, Click Extensions Icon of press “Ctrl + Shift + X” & Search for “Salesforce Extension Pack”. Install Salesforce Extension Pack by clicking “Install” and wait till installation completes

Create Test Salesforce Project

Press “Ctrl + Shift + P” to see all available commands from all installed plugins & extensions

Authorize Salesforce Org

Enter the Org Alias to recognize you Org by alias, I have specified “ SFOrg ” as alias for this demo

Follow Along with Trail Together

Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series on Trailhead Live.

Install Salesforce Extensions for Visual Studio Code

Visual Studio Code is the go-to code editor for Salesforce developers. It's free, open-source, and available for Windows, Linux, and macOS. This editor has easy-to-install extensions for syntax highlighting, code completion, and more.

Ensure Your Development Environment Is Ready

Now that you’ve installed Visual Studio Code and enabled the necessary extensions, you need to test them out.

Verify Step

You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.

How to Set Up VS Code for Salesforce Development

Since the Spring ’18 release, Salesforce has been trying to get users to switch to Microsoft Visual Studio Code (VS Code) with the retirement of the Force.com IDE Eclipse. So, if you haven’t heard of VS Code yet, it is a very lightweight, easy-to-use, and extensive IDE with built-in support for Salesforce and Git.

Download Visual Studio Code

To get started, we first need to download and install the VS Code IDE in our system. You can download the latest version of VS Code here. After installing it, you will see a screen as shown below:

Install SFDX Command Line Interface

As discussed, to use VS Code for Salesforce development, we need to install the Salesforce Extension Pack. But before that, we also need to install the Salesforce DX Command-line Interface (SFDX CLI). SFDX CLI is a very powerful tool which can simplify your development journey drastically.

Install the Salesforce Extension Pack

This pack contains a set of extensions which you can use to create and work with various orgs, Apex, Aura components, Visualforce, and whatnot. To install them, open your VS Code and click on the extensions button in the left bar. Search for “Salesforce Extension Pack” in the search box. A window similar to the one below will open.

What version of JDK is needed for Salesforce?

Some features in Salesforce Extensions for VS Code depend upon the Java Platform, Standard Edition Development Kit (JDK). You need to have either version 8 or version 11 of the JDK installed. See Java Setup for details.

What is Salesforce CLI?

Salesforce CLI is used to execute commands against Salesforce orgs and work with source files on your local machine. Salesforce Extensions for VS Code uses Salesforce CLI behind the scenes, so even if you don’t want to use the CLI directly you need to install it on your machine.

Download and Install VSCode

To download Visual Studio Code to your system, just go to:- https://code.visualstudio.com/ and you'll see an option to download VSCode for your system. I recommend you to download the stable build which is usually free from bugs, however, if you're keen to get the latest upcoming features before the world, you can download the insiders edition too.

Download and Install Salesforce DX CLI

Now, as we've installed VSCode in our system, the next step is to install Salesforce DX CLI. To install that, go to:- https://developer.salesforce.com/tools/sfdxcli and you'll see the page as shown below from where you can download the salesforce dx cli and install the same on your system.

Install Salesforce Extension Pack

In order to make our IDE Salesforce ready. Salesforce has made it's own extension pack available for developers. Once you open your VSCode IDE you can click on the 4th icon on the left hand sidebar menu which is for managing extensions. Search for Salesforce Extension Pack and click on the first search result as shown in the below image:-

Connecting with your Salesforce Org

Now, as you've installed Salesforce DX CLI, VS Code and all the required extensions, you're good to connect your IDE with your Salesforce Org. To do so, use command:- Ctrl + Shift + P or go to the View -> Command Palette and you'll see the command palette.

Follow Along with Trail Together

Want to follow along with an instructor as you work through this step? Take a look at this video, part of the Trail Together series on Trailhead Live.

Terminal Versus Command Palette

Like with any good development tool, there is more than one way to do things with Visual Studio Code. The two main ways you can interact with Salesforce CLI are through the integrated terminal or quick open window.

Create a Project

Press Command + Shift + P on Mac or Ctrl + Shift + P on Windows to make the command palette appear.

Search your Files

Press Command + P on Mac or Ctrl + P on Windows to make the search palette appear. This shifts the focus to search files.

Authenticate to Your Playground

Press Command + Shift + P on Mac or Ctrl + Shift + P on Windows to make the command palette appear.

Create an Apex Class

Click the Explorer icon in Visual Studio Code to expand the force-app folder.

Query

Our new Apex class has a SOQL query in it, but we want to make sure it works as we expect before we deploy it to our org. We use the command palette to run the query against our org.

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