A Handy Guide to Salesforce DX for Beginners

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The latest Salesforce Developer Experience (DX) is a brand-new concept to develop and manage your business applications in a much more user-friendly and functional way. With this, you can develop the applications on Lightning Platform. This brings together the best of all worlds in terms of source-driven development and deployment, team collaboration, easy governance, and greater agility in custom app development on the Salesforce platform.

Major advantages of using Salesforce DX are:

It will not be a strange thing as you use your own tools and your own methods for development and deployment. On Salesforce DX, you can still use the developer tools which you are already comfortable with.

Salesforce DX offers you the capacity to apply the top practices in software development. Metadata and source code exists outside the org, which provides high agility and developers can easily make Salesforce apps in a bigger team environment. Apart from the org, the version control can also be the source.

The most powerful CLI (command line interface) can remove all the complexities in working with Salesforce org in terms of development, delivery, and ongoing integration.

One may also leverage the flexible scratch orgs, which are custom configurable to build in automated environments. This different org type will further make it easier to constructs apps and packages in the most desirable manner.

You may use any different IDEs or editors with externalized sources.

Packaged / unpackaged

On adopting Salesforce, all the unpackaged assets of your org will not disappear. The standard tabs, objects, applications, and the metadata offered by Salesforce will continue as the unpackaged assets. As Flosum.com experts say, the standard objects won't get moved to packages. The unmanaged packages will also be moved in as assets to get into the ocean of metadata which is unpackaged.

In a typical software development scenario, source code gets compiled as object codes. You can compare these unpackaged assets to the object code. Finding out the architecture and the real debugging issues in the object code is difficult as all unpackaged assets may be mixed together and the Apex Classes of managed packages may be obfuscated. Then our primary objective is to select the mostly related assets from the unpackaged area and then further organize them to different packages. You can compare packages to the source code, which can group all related assets together to make things more straightforward to understand

Managed/unlocked

The new generation packages can be integrated directly with the DX, which have many powerful features. With this, enterprise customers can enjoy the best of both technologies. In fact, many find it still comfortable to use the old-fashion unmanaged packages to break up the organizational structure. These managed packages are always not the apt choice but have special capabilities in terms of ISV deployment.

On the other hand, breaking the organization into unlocked packages is also the best choice for many companies. When you try to migrate the metadata from the org into the package with no namespace, the API name stays the same. If it changes, then you have to remap the data records. Here, adopting the unlocked packaging will prevent any broken dependencies during transition and gives the developers better control over better organizing and distributing the application parts.