Salesforce DX Setup Guide (Beta)

Before You Begin (Beta)
System Requirements
Enable the Dev Hub in Your Org
Add Salesforce DX Users
Install the Salesforce DX CLI
Use the Salesforce CLI from Behind a Company Firewall or Web Proxy
Update the CLI Binary and Plug-In
Uninstall the CLI Binary or Plug-In
Sample Source in GitHub
Next Steps
PDF

Newer Version Available

This content describes an older version of this product. View Latest

Add Salesforce DX Users

System administrators can access the Dev Hub by default. You can also enable more users to access the Dev Hub so they too can create scratch orgs.

You can add a user with the System Administrator profile. You can also add a user with a Standard User profile as long as you apply the set of permissions required for Salesforce DX. Because you’re adding users to a Dev Hub org, avoid adding them as system administrators unless their work requires that level of authority.

  1. Add the user to your Dev Hub org, if necessary.
    1. In Setup, enter Users in the Quick Find box, then select Users.
    2. Click New User.
    3. Fill out the form, and assign the System Administrator or Standard User profile.
    4. Click Save.

    If you’re adding a System Administrator user, you can stop here.

  2. If you’re adding a Standard User, create a permission set for Salesforce DX users if you don’t have one.
    1. From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.
    2. Click New.
    3. Enter a label, API name, and description. The API name is a unique name used by the Force.com API and managed packages.
    4. Select a user license option. If you plan to assign this permission set to multiple users with different licenses, select None.
    5. Click Save. The permission set overview page appears. From here, you can navigate to the permissions you want to add or change for Salesforce DX. For the required permissions, see Permission Set for Salesforce DX Users.
  3. Apply the Salesforce DX permission set to the Standard User.
    1. From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.
    2. Select the Salesforce DX permission set.
    3. In the permission set toolbar, click Manage Assignments.
    4. Click Add Assignments.
    5. Select the user to assign the permission set to.
    6. Click Assign.
    7. Click Done.

Permission Set for Salesforce DX Users

To give full access to the Dev Hub, the permission set must contain these permissions.

  • Object Settings -> Scratch Org Info -> Read, Create, and Delete
  • Object Settings -> Active Scratch Org -> Read and Delete
  • Object Settings -> Namespace Registry -> Read, Create, and Delete

You can limit a user's access by modifying the permissions.