Salesforce DX Setup Guide

Before You Begin
System Requirements
CLI and Plug-In Versions
Enable Dev Hub in Your Org
Enable Unlocked and Second-Generation Managed Packaging
Enable Einstein Features
Add Salesforce DX Users
Install the Salesforce CLI
Use the Salesforce CLI from Behind a Company Firewall or Web Proxy
Update the CLI
Uninstall the CLI Binary or Plug-In
Sample Source in GitHub
Next Steps
PDF

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Add Salesforce DX Users

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

You can use Salesforce DX with these Standard user licenses: Salesforce, Salesforce Platform, and Salesforce Limited Access - Free.

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 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.

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

Permission Set for Salesforce DX Users

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

  • Object Settings > Scratch Org Infos > Read, Create, Edit, and Delete
  • Object Settings > Active Scratch Orgs > Read, Edit, and Delete
  • Object Settings > Namespace Registries > Read

To work with second-generation packages in the Dev Hub org, the permission set must also contain:

  • System Permissions > Create and Update Second-Generation Packages

This permission provides access to:

Salesforce CLI Command Tooling API Object (Create and Edit)
force:package:create Package2
force:package:version:create Package2VersionCreateRequest
force:package:version:update Package2Version