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2. Prepare the Salesforce orgs

Prepare the Salesforce orgs

Production org settings

Dev Hub and sandbox source tracking

You must declare an org (usually production) as a Dev Hub and activate sandbox source tracking to work with the advanced features of Salesforce DX.

  • Log in to the Dev Hub org
  • Go to Setup -> Dev Hub
  • Activate Dev Hub
  • Activate sandbox source tracking
    • If sandboxes already existed, you need to refresh them to activate their source tracking
    • To use Create from with an existing sandbox, refresh it before cloning, otherwise the new sandbox will not have source tracking activated

Activate Experience Bundle metadata

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

Major orgs

When a major branch gets a new state (after a merge), the CI server automatically deploys it to the related major org.

You need a Salesforce sandbox for each major branch.

Create the major org sandboxes by cloning from Production.

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

Example:

  • Branch preprod: create a sandbox named Preprod
  • Branch uat: create a sandbox named UAT
  • Branch integration: create a sandbox named Integci (sandbox names are limited to 10 characters)

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 orgs, just create an Integration org now. You will refresh UAT and PreProd later, once your setup is more advanced.

It is very important that Integ is a developer sandbox: you will clone it to create the sandboxes where people actually implement the User Stories, and you can only clone sandboxes of the same type.

Developer sandboxes

The actual development work is done in developer sandboxes, which must be created from the Integration org.

You can now go to step 3. Initialize the SFDX project.