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Configure Orgs

Production Org Settings

Dev Hub and Sandbox Tracking

You must declare an org (usually production) as a DevHub and activate sandbox tracking to be able to work with advanced features of Salesforce DX

  • Login to Dev Hub org
  • Go to Setup -> Dev Hub
  • Activate Sandbox tracking
    • If sandbox were already existing, you need to refresh them if you want their source tracking to be activated
    • To use Create from from an existing sandbox, you need to refresh it before the cloning, else the nex sandbox won't have the tracking activated

Activate Experience Bundle Metadata

  • Go to Setup -> Digital Experiences
  • Activate Enable ExperienceBundle Metadata API

Major orgs

When there is a new state of a major branch (after a merge), a deployment to the related major Org will be automatically triggered by the CI server.

You need to have a Salesforce sandbox corresponding to each major branch.

Create major orgs sandbox by cloning from Production.

If you have existing sandboxes, it's is highly recommended to refresh them before activating the pipeline

Example:

  • Branch preprod - create a developer named Preprod
  • Branch uat - create a developer named UAT
  • Branch integration - create a sandbox named Integci (sandbox name has 10 character limit)

Depending on the number of "bigger" sandboxes you have available, here are the recommended sandbox types for each major org:

Available Integ UAT Preprod
Partial only dev SB partial SB dev SB
Partial + 1 Full dev SB Full SB partial SB
Partial + 2 Full dev SB Full SB Full SB

If you are converting an existing project to CI/CD and already have existing orgs, just create an org Integration, and you'll refresh later UAT and PreProd, once your setup will be more advanced.

It is very important that Integ is a dev sandbox, because you'll clone it to create the sandboxes where people will actually perform the implementation (and you can clone only sandboxes of the same type).

Developer sandboxes

The actual development work is done in developer sandboxes that need to be created from the Integration org.