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
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Before You Begin

Before you begin to explore using scratch orgs or second-generation packages, you must set up your environment.
  1. [Admin for Dev Hub org] Enable the Developer Hub (Dev Hub) in your Developer Edition, trial, or production org (if you're a customer), or your business org (if you're an AppExchange partner).
    To explore the new tooling, sign up for a Developer Edition org on Salesforce Developers.

    You don’t need to enable Dev Hub if you plan to use Salesforce CLI with only sandboxes unless you plan to create second-generation (2GP) packages. 2GP packages use a scratch org during the package generation process.

    Note

  2. [Admin for Dev Hub org] (Optional) In the Dev Hub, enable Second-Generation Packaging in your org so you can develop 2GP packages.
  3. [Admin for Dev Hub org] If you want to include your team, you can add users to your Dev Hub org.
  4. [Developer] Ensure that your computers meet all system requirements.
  5. [Developer] If you want to evaluate Salesforce Extensions for VS Code, download and install the extension pack.
  6. [Developer] Download the sample projects from GitHub.