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Install Salesforce Development Tools

Learning Objectives

In this project, you’ll:

  • Set up your Salesforce developer environment.
  • Create a Salesforce DX project.
  • Convert Lightning Web Components to the Salesforce Platform.
  • Use Apex to retrieve data from Salesforce.

Introduction

In this project you migrate a conference management app that was developed as a Node.js app with Lightning Web Components Open Source to the Salesforce Platform.

Overview of completed Conference app.

You will still use Lightning web components but you’ll benefit from the set of powerful features that the Salesforce Platform adds on top of the open source framework. You’ll see how implementing components on Salesforce offers more flexibility with declarative configuration options, and how it reduces the amount of code required to build an app.

Before You Start

Before you take the steps in this hands-on project, make sure you complete the Build Your First Application Using Lightning Web Open Source and Access Salesforce Data with Lightning Web Components Open Source projects. The work you do here builds on the concepts and work you do in those projects. 

Install the Command Line Interface (CLI)

In order to deploy Lightning Web Components to the Salesforce Platform, you need to install the Salesforce Command Line Interface (CLI). The Salesforce CLI is a command line interface that simplifies development when working with your Salesforce org. 

  1. Install the CLI using these links.

    Operating System
    Link to Installer
    macOS
    https://sfdc.co/sfdx_cli_osx 
    Windows 32-bit
    https://sfdc.co/sfdx_cli_win 
    Windows 64-bit
    https://sfdc.co/sfdx_cli_win64 
    Debian/Ubuntu 64
    https://sfdc.co/sfdx_cli_linux 
    Download the archive from one of the URLs in the manifest, extract the archive, then run the ./install script.
    Debian/Ubuntu x86
    https://sfdc.co/sfdx_cli_linux_x86 
    Download the archive from one of the URLs in the manifest, extract the archive, then run the ./install script.
  2. The Salesforce CLI gets updated weekly, so let’s make sure you get the latest and greatest by running sfdx update in your command window.
  3. Let’s make sure the CLI is properly installed and you know how to access the online help for the commands. In a command window, enter sfdx.

You should see something like this:

Usage: sfdx COMMAND [command-specific-options]
Help topics, type "sfdx help TOPIC" for more details:
sfdx force # tools for the salesforce developer
sfdx plugins # manage plugins
sfdx update # update sfdx-cli

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.

Visual Studio Code with Salesforce Extension Pack selected.

In this project, we install Visual Studio Code and the recommended Salesforce Extension Pack.

  1. Download and install the latest version of Visual Studio Code for your operating system. If you already have Visual Studio Code installed, there’s no need to reinstall it.
  2. Launch Visual Studio Code.
  3. On the left toolbar, click the  Extensions icon Visual Studio Code's Extension icon
  4. Search for Salesforce Extension Pack and click Install. If you already have it installed, then just click the Reload button.

Visual Studio Code with Salesforce Extension Pack displayed in search bar.

Note

Note

Some features, particularly Apex support, in Salesforce Extensions for Visual Studio Code depend on the Java Platform, Standard Edition Development Kit (JDK). Only JDK 8 and 11 are supported. If you have another version of Java installed, you need to also install JDK 8 or JDK 11. Once you install the right JDK, you can follow the steps here to configure your setup. You won’t need to make any changes to your SDK to complete this project.

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

  1. In Visual Studio Code, open the Command Palette by pressing Ctrl+Shift+P on Windows or Cmd+Shift+P on macOS.
  2. Enter sfdx to filter for commands provided by the Salesforce Extensions. As you use more SFDX commands, those commands will show up in the recently used panel.

Visual Studio Code with SFDX: Create a Default Scratch Org selected.

Nice job! You set up your Salesforce development environment. In the next step, you create a new project and start building the application.

We won't check this step. Click Verify Step to go to the next step in the project.