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Duplicate Management Enhancements

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This application is designed to run on the Salesforce Platform.

Table of contents

Package Installation

Deploy to Salesforce Deploy to Salesforce Sandbox

Quick Deploy

Deploy to Salesforce

Installing the app using a Scratch Org

  1. Set up your environment. Follow the steps in the Quick Start: Lightning Web Components Trailhead project. The steps include:

    • Enable Dev Hub in your Trailhead Playground
    • Install Salesforce CLI
    • Install Visual Studio Code
    • Install the Visual Studio Code Salesforce extensions, including the Lightning Web Components extension
  2. If you haven't already done so, authorize your hub org and provide it with an alias (myhuborg in the command below):

    sf org login web --set-default-dev-hub --alias myhuborg
  3. Clone the duplicatehandling repository:

    git clone https://github.com/dschach/duplicatehandling
    cd duplicatehandling
  4. Run the npm script to create a scratch org, assign the permission set, and open the org

    npm run scratchorg

That's it!

Installing the app using a Scratch Org (Step-by-step)

  1. Set up your environment. Follow the steps in the Quick Start: Lightning Web Components Trailhead project. The steps include:

    • Enable Dev Hub in your Trailhead Playground
    • Install Salesforce CLI
    • Install Visual Studio Code
    • Install the Visual Studio Code Salesforce extensions, including the Lightning Web Components extension
  2. If you haven't already done so, authorize your hub org and provide it with an alias (myhuborg in the command below):

    sf org login web --set-default-dev-hub --alias myhuborg
  3. Clone the duplicatehandling repository:

    git clone https://github.com/dschach/duplicatehandling
    cd duplicatehandling
  4. Create a scratch org and provide it with an alias (duplicatehandling in the command below):

    sf org create scratch --definition-file config/project-scratch-def.json --durationdays 10 --alias duplicatehandling --set-default
  5. Push the app to your scratch org:

    sf project deploy start
  6. Assign the Duplicates Handler permission set to the default user:

    sf org assign permset --name Duplicates_Handler
  7. Open the scratch org:

    sf org open

Installing the App using a Developer Edition Org or a Trailhead Playground

Follow this set of instructions if you want to deploy the app to a more permanent environment than a Scratch org. This includes non source-tracked orgs such as a free Developer Edition Org or a Trailhead Playground.

Make sure to start from a brand-new environment to avoid conflicts with previous work you may have done.

  1. Clone this repository:

    git clone https://github.com/dschach/duplicatehandling
    cd duplicatehandling
  2. Authorize your Trailhead Playground or Developer org and provide it with an alias (mydevorg in the command below):

    sf org login web --set-default-dev-hub --alias mydevorg
  3. Run this command in a terminal to deploy the app.

    sf project deploy start --source-dir force-app
  4. Assign the Duplicates_Handler permission set to the default user.

    sf org assign permset --name Duplicates_Handler
  5. If your org isn't already open, open it now:

    sf org open --target-org mydevorg