A scratch org in Salesforce serves as a disposable and configurable Salesforce environment that you can use for various purposes, primarily for development and testing. Here are some reasons why scratch orgs are valuable:
- Isolation: Scratch orgs provide an isolated environment separate from your production or sandbox orgs. This isolation allows you to experiment with new configurations, develop features, and test changes without impacting other environments.
- Freshness: Each scratch org is created from scratch based on a definition file, ensuring a clean and consistent starting point for development. This fresh environment helps prevent issues caused by legacy configurations or data.
- Customization: You can customize the configuration of a scratch org to match your specific use case or development requirements by defining features, settings, and metadata in a scratch org definition file.
- Flexibility: Scratch orgs are flexible and lightweight, allowing you to create, modify, and delete them quickly and easily. This flexibility makes them ideal for iterative development, prototyping, and agile development practices.
- Parallel Development: With scratch orgs, multiple developers can work simultaneously on different features or user stories in their own isolated environments. This parallel development workflow promotes collaboration and reduces conflicts.
- Testing and Quality Assurance: Scratch orgs are well-suited for testing and quality assurance activities, including unit testing, integration testing, user acceptance testing (UAT), and regression testing. You can create specific configurations for testing scenarios and easily reset or recreate scratch orgs as needed.
- Continuous Integration and Deployment (CI/CD): Scratch orgs play a crucial role in CI/CD pipelines by providing ephemeral environments for automated testing, validation, and deployment of Salesforce applications and metadata changes.
- Learning and Training: Scratch orgs are valuable for learning and training purposes, allowing developers, administrators, and other users to explore new Salesforce features, practice configuration changes, and experiment with customizations in a safe environment.
Overall, scratch orgs are essential tools for Salesforce developers and administrators to streamline development processes, enhance collaboration, and ensure the quality and reliability of Salesforce applications and customizations.
To create a scratch org with a namespace in Salesforce, you need to include the namespace in your scratch org definition file (project-scratch-def.json). Here’s how you can do it:
Create a Scratch Org Definition File:
- If you don’t have a scratch org definition file (
project-scratch-def.json), create one in your Salesforce DX project directory. - Add the following JSON structure to your scratch org definition file:
{
"orgName": "My Scratch Org",
"edition": "Developer",
"features": [],
"settings": {
"orgPreferenceSettings": {
"enabled": ["S1DesktopEnabled"]
}
},
"namespace": "your_namespace"
}
Replace "your_namespace" with your actual namespace.
Create the Scratch Org:
- Open a terminal or command prompt and navigate to your Salesforce DX project directory.
- Run the following command to create the scratch org:
sfdx force:org:create -s -f project-scratch-def.json -a <alias>
Replace<alias>with a unique alias for your scratch org.
Open the Scratch Org:
- After the scratch org is created successfully, you can open it in your web browser by running the following command:
sfdx force:org:open -u <alias>
Replace<alias>with the alias you used when creating the scratch org.
Work in the Scratch Org:
- You can now develop, customize, or test Salesforce features and configurations in the scratch org. Any changes you make in the scratch org will have the namespace prefix.
Delete the Scratch Org (Optional):
- Once you’re done working with the scratch org, you can delete it using the following command:
sfdx force:org:delete -u <alias>
Replace<alias>with the alias of the scratch org you want to delete.
That’s it! You’ve successfully created a scratch org with a namespace in Salesforce using the Salesforce CLI. This scratch org will have the namespace prefix applied to all custom objects, fields, and other metadata components you create in it.
Here are some real-life examples or scenarios of using scratch orgs in Salesforce development:
Feature Development:
- Salesforce developers use scratch orgs to develop new features or enhancements in isolated environments. Each developer can work on a specific feature branch and create scratch orgs to test their changes without affecting other developers’ work.
Customization and Configuration:
- Salesforce administrators and consultants use scratch orgs to prototype, configure, and customize Salesforce orgs based on specific business requirements. They can experiment with different configurations, workflows, and automations in a safe environment before deploying changes to production.
Integration Testing:
- Integration developers use scratch orgs to test and validate integrations between Salesforce and external systems. They can simulate real-world integration scenarios, perform data mapping, and troubleshoot issues in an isolated environment without impacting production data or integrations.
User Acceptance Testing (UAT):
- Business users and stakeholders use scratch orgs to perform user acceptance testing (UAT) for new Salesforce features or changes. They can review and validate the functionality, user interface, and business processes in a test environment before approving changes for deployment to production.
Regression Testing:
- QA engineers use scratch orgs to conduct regression testing for Salesforce applications and customizations. They can create test cases, execute tests, and verify that existing functionality continues to work as expected after new changes are introduced.
Training and Enablement:
- Salesforce trainers and enablement teams use scratch orgs to provide hands-on training and enablement sessions for developers, administrators, and end users. Participants can practice configuration, customization, and development tasks in a controlled environment without impacting production data.
Prototyping and Proof of Concept:
- Salesforce architects and solution designers use scratch orgs to prototype and validate new solutions or proof of concepts (POCs) before implementing them in production. They can quickly spin up scratch orgs to experiment with different architectures, technologies, and approaches.
Continuous Integration and Deployment (CI/CD):
- Development teams use scratch orgs as part of their continuous integration and deployment (CI/CD) pipelines to automate testing, validation, and deployment processes. They can create scratch orgs dynamically, deploy changes, run automated tests, and validate results before promoting changes to production.
Overall, scratch orgs play a critical role in Salesforce development by providing flexible, disposable, and configurable environments for various use cases, including development, testing, training, and integration. They enable teams to collaborate effectively, iterate quickly, and deliver high-quality solutions to meet business requirements.