Migrate or Import Existing Source

Use the Metadata API to retrieve the code, and then convert your source for use in a Salesforce DX project.

If your current repo follows the directory structure that is created from a Metadata API retrieve, you can skip the retrieve step and go directly to converting the source.

  1. Set up your project.

  2. Retrieve your metadata.

  3. Convert the metadata formatted source you just retrieved to source format.

  4. Authorize the Developer Hub org for the project.

  5. Configure your local project.

  6. Create a scratch org.

  7. Push the source from your project to the scratch org.

  8. Develop the app.

  9. Pull the source to sync your project and scratch org.

  10. Run tests.

  11. Add, commit, and push changes. Create a pull request.

Deploy your app using one of the following methods:

  • Build and release your app with managed packages
  • Build and release your app using the Metadata API