# Set Up Salesforce CLI for Custom Functions
Salesforce CLI, the code extension plugin, and the Data Custom Code Python SDK work together as your local toolchain for Code Extension. Use this setup to develop and test custom chunking functions locally against a sandbox and then deploy them to Data 360 for execution.
| Edition Table |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Available in: **Developer**, **Enterprise**, **Performance**, and **Unlimited** Editions. See [Data 360 edition availability](https://help.salesforce.com/s/articleView?id=sf.c360_a_dc_editions.htm&type=5). |
| User Permissions Needed | |
| --------------------------------------------------------------------- | ------------------------------------------------------ |
| To set up and use the Salesforce CLI for custom function development: | Permission set: |
## Prerequisites
- **Local machine:** Use macOS, Linux, or Windows; Python 3.11; and Azul Zulu OpenJDK 17.x; Docker Desktop (enable the WSL 2 backend for Dev Containers and other container workflows. See [Docker Desktop on Windows](https://docs.docker.com/desktop/setup/install/windows-install/)).
- **Data 360:** Sandbox or org access with appropriate permission sets. See [Create a Data 360 Sandbox](https://help.salesforce.com/s/articleView?id=data.c360\_a_data_cloud_sandbox_create.htm\&type=5). Enable Code Extension in Feature Manager. See [Enable Data 360 Features in Feature Manager](https://help.salesforce.com/s/articleView?id=data.c360\_a_feature_manager.htm\&language=en_US\&type=5).
## Steps to Set Up Salesforce CLI for Custom Functions
1. Install Salesforce CLI version `2.130.9` or later. See [Install Salesforce CLI](https://developer.salesforce.com/docs/atlas.en-us.sfdx_setup.meta/sfdx_setup/sfdx_setup_install_cli.htm).
2. Confirm that your Salesforce CLI version is `2.130.9` or later:
```bash
sf version
```
If you have an earlier version, update Salesforce CLI. See [Update Salesforce CLI](https://developer.salesforce.com/docs/atlas.en-us.sfdx_setup.meta/sfdx_setup/sfdx_setup_update_cli.htm), and then run `sf version` to confirm.
3. On Windows, install [Node.js LTS](https://nodejs.org/en/download) and verify the installation.
```bash
node --version
npm --version
```
4. Install the code extension plugin.
```bash
sf plugins install @salesforce/plugin-data-code-extension
```
5. Make sure the installed code extension plugin version is `0.1.5` or later. If you have an earlier version, update the plugin to the latest available version.
```bash
sf plugins
sf plugins update
```
6. Install the Data Custom Code Python SDK.
**macOS and Linux**
```bash
python3.11 -m pip install salesforce-data-customcode
```
**Windows**
```powershell
py -3.11 -m pip install salesforce-data-customcode
```
7. (Optional) Upgrade the Data Custom Code Python SDK to the latest available version.
**macOS and Linux**
```bash
python3.11 -m pip install --upgrade salesforce-data-customcode
```
**Windows**
```
py -3.11 -m pip install --upgrade salesforce-data-customcode
```
8. Confirm the SDK installation.
- **macOS and Linux**: `python3.11 -m pip show salesforce-data-customcode`
- **Windows**: `py -3.11 -m pip show salesforce-data-customcode`
9. Log in to your org. From a terminal, run one of the commands with the flags for your org type. Salesforce CLI opens your default browser for Salesforce sign-in. After you sign in, the CLI saves the session on your computer.
- Production or Developer Edition
```bash
sf org login web --alias
```
- Sandbox
```bash
sf org login web --alias --instance-url https://test.salesforce.com
```
- Custom domain
```bash
sf org login web --alias --instance-url https://mycompany.my.salesforce.com
```
10. After you sign in, confirm which orgs the CLI is connected to and which `alias` you must use for code extension commands.
```bash
sf org list
sf org display --target-org
```
For example, run `sf org display --target-org myorg` to display the connection status of your org alias `myorg`.
:::note
Running the `sf org login` command is a one-time setup per environment or profile. Rerun this command only if your credentials or environment details change, or if you want to set up a new profile.
:::
11. Create a code extension function package.
```bash
sf data-code-extension function init --package-dir
```
**Example:**
```bash
sf data-code-extension function init --package-dir
```
Replace `` with the directory name for your project, for example, `my_function_package`.
The command sets up the directory structure, configuration files, and dependencies for writing, testing, and deploying a custom chunking function.
````
```text
my_package/
├── requirements.txt
├── requirements-dev.txt
├── Dockerfile.dependencies
├── build_native_dependencies.sh
├── payload/
│ ├── config.json
│ └── entrypoint.py
├── .datacustomcode_proj/
│ └── sdk_config.json
├── .devcontainer/
│ └── devcontainer.json
└── README.md
```
````
Here's a summary of the directories and files in the package.
| Directory or File | Description |
| -------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------- |
| `Dockerfile.dependencies` | Used to build dependency layers for packaging workflows. |
| `build_native_dependencies.sh` | Helper script to build native Python dependencies when needed. |
| `requirements.txt` | Lists the Python packages your function needs for deployment. |
| `requirements-dev.txt` | Python packages for local development and testing only. Don't modify this file. |
| `payload/` | Contains the function and configuration that the CLI deploys to Data 360. |
| `payload/config.json` | The configuration manifest for a Data 360 code extension package. It defines how the function will be executed and what resources it needs. |
| | |
| `payload/entrypoint.py` | Main Python file where you implement your chunking function, for example, `function(request, runtime)`. |
| `.datacustomcode_proj/sdk_config.json` | Project metadata generated by the CLI, for example, `type: "function"`. |
| `.devcontainer/devcontainer.json` | Visual Studio Code Dev Container configuration for a consistent local environment. |
| `README.md` | Package overview, setup notes, and how to run samples in a container or locally. |
## Next Step
- [Write a Custom Chunking Function](/docs/data/data-cloud-code-ext/guide/write-custom-chunking-function.md)
## See Also
- [Set Up Salesforce CLI for Code Extension](/docs/data/data-cloud-code-ext/guide/set-up-sdk.md)
- [Deploy Custom Function to Data 360](/docs/data/data-cloud-code-ext/guide/deploy-custom-function-overview.md)
- [Use Custom Functions in Data 360](/docs/data/data-cloud-code-ext/guide/use-custom-function.md)