Salesforce DX Developer Guide

How Salesforce Developer Experience Changes the Way You Work
Enable Dev Hub Features in Your Org
Free Limited Access License
Enable Unlocked and Second-Generation Managed Packaging
Enable Source Tracking in Sandboxes
Enable Einstein Features
Add Salesforce DX Users
Add a Developer User to Your Dev Hub Org
Add a System Administrator or Standard User to Your Dev Hub Org
Permission Set for Salesforce DX Users
Project Setup
Authorization
Metadata Coverage
Scratch Orgs
Sandboxes
Track Changes Between Your Project and Org
Development
Build and Release Your App
First-Generation Managed Packages
Second-Generation Managed Packages
Partner Licensing Platform (Developer Preview)
Unlocked Packages
Continuous Integration
Troubleshoot Salesforce DX
Limitations for Salesforce DX
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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 create scratch orgs and use other developer-specific features.

You can use Salesforce DX with these standard user licenses: Salesforce, Salesforce Platform, and Developer.

If your org has Developer licenses, you can add users with the Developer profile and assign them the provided Developer permission set. Alternatively, you can add users with the Standard User or System Administrator profiles. For a standard user, you must create a permission set with the required Salesforce DX permissions. We recommend that you avoid adding users as system administrators unless their work requires that level of authority and not just Dev Hub org access.

Add a Developer User to Your Dev Hub Org

Using a Developer license, add a user with the Developer profile and assign them the Developer permission set.
  1. Create a user in your Dev Hub org.
    1. In Setup, enter Users in the Quick Find box, then select Users.
    2. Click New User.
    3. Fill out the form.
    4. Select Developer for User License, and then Developer for Profile.
    5. After filling out the remaining information, click Save.
  2. Assign the built-in Developer permission set to the user.
    1. On the user's detail page, in the Permission Set Assignments related list, click Edit Assignments.
    2. In the Available Permission Sets, add the Developer permission set and click Save.

The Developer permission set grants access to Dev Hub features and second-generation packages. For details, see Permission Set for Salesforce DX Users.

Add a System Administrator or Standard User to Your Dev Hub Org

Add system administrator users only if their work requires that level of authority. Otherwise, add standard users and create a permission set with the required Salesforce DX permissions.
  1. Create a user in 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 Developer permission set or the custom permission set you create grants access to specific Salesforce DX objects.
  • 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