Tuesday, 4 September 2018

Callable in Salesforce Winter 19

Callable in Salesforce Winter 19

Call

Introduction

The Winter 19 Salesforce release introduces the Callable interface which, according to the docs:

Enables developers to use a common interface to build loosely coupled integrations between Apex classes or triggers, even for code in separate packages. 

upon reading this I spent some time scratching my head trying to figure out when I might use it. Once I stopped thinking in terms of I and started thinking in terms of we, specifically a number of distributed teams, it made a lot more sense.

Scenario

The example scenario in this post is based on two teams working on separate workstreams in a single org, the Core team and the Finance team. The Core team create functionality used across the entire org, for the Finance team and others.

The Central Service

The core team have created a Central Service interface, defining key functionality for all teams (try not to be too impressed by the creativity behind my shared action names):

public interface CentralServiceIF {
    Object action1();
    Object action2();
}

and an associated implementation for those teams that don’t have specific additional requirements:

public class CentralServiceImpl implements CentralServiceIF {
    public Object action1() {
        return 'Interfaced Action 1 Result';
    }
public Object action2() { return 'Interfaced Action 2 Result'; } }

The Finance Implementation

The Finance team have specific requirements around the Central Service, so they create their own implementation - in the real world this would likely delegate to the Central Service and enrich with finance data, but in this case it returns a slightly different string (artist at work eh?) :

public class CentralServiceFinanceImpl implements CentralServiceIF {
    public Object action1() {
        return 'Finance Action 1 Result';
    }
public Object action2() { return 'Finance Action 2 Result'; } }

The New Method

Everything ticks along quite happily for a period of time, and then the Core team updates the interface to introduce a new function - the third action that everyone thought was the stuff of legend. The interface now looks like:

public interface CentralServiceIF {
    Object action1();
    Object action2();
    Object action3();
}

and the sample implementation:

public class CentralServiceImpl implements CentralServiceIF {
    public Object action1() {
        return 'Interfaced Action 1 Result';
    }
public Object action2() { return 'Interfaced Action 2 Result'; }
public Object action3() { return 'Interfaced Action 3 Result'; } }

This all deploys okay, but when the finance team next trigger processing via their implementation, there’s something rotten in the state of the Central Service:

Line: 58, Column: 1 System.TypeException: 
Class CentralServiceFinanceImpl must implement the method:
Object CentralServiceIF.action3()

Now obviously this was deployed to an integration sandbox, where all the code comes together to make sure it plays nicely, so the situation surfaces well away from production. However, if the Core team have updated the Central Service interface in response to an urgent request from another team, then the smooth operation of the workstreams has been disrupted. As the interface is a shared resource that is resistant to change - updating it requires coordination across all teams.

The Callable Implementations

Implementing the Core Central Service as a callable:

public class CentralService implements Callable {
   public Object call(String action, Map<String, Object> args) {
       switch on action {
           when 'action1' {
               return 'Callable Action 1 result';
           }
           when 'action2' {
               return 'Callable Action 2 result';
           }
           when else {
               return null;
           }
       }
   }
}

and the Finance equivalent:

public class CentralServiceFinance implements Callable {
    public Object call(String action, Map<String, Object> args) {
        switch on action {
            when 'action1' {
                return 'Callable Action 1 result';
            }
            when 'action2' {
                return 'Callable Action 2 result';
            }
            when else {
                return null;
           }
       }
    }
}

Now when a third method is required in the Core implementation, it’s just another entry in the switch statement:

switch on action {
    when 'action1' {
        return 'Callable Action 1 result';
    }
    when 'action2' {
        return 'Callable Action 2 result';
    }
    when 'action3' {
        return 'Callable Action 3 result';
    }
    when else {
        return null;
    }
}

while the Finance implementation can remain blissfully unaware of the new functionality until it is needed, or a task to provide support for it can be added into the Finance workstream.

Managed Packages

I can also see a lot of use cases for this if you have common code distributed via managed packages to a number of orgs. You can include new functions in a release of your package without requiring every installation to update their code to the latest interface version - as you can’t update a global interface once published, you have to shift everything to a new interface (typically using a V<release> naming convention), which may cause some churn across the codebase.

Conclusion

So is this something that I’ll be using on a regular basis? Probably not. In the project that I’m working on at the moment I can think of one place where this kind of loose coupling would be helpful, but it obviously makes the code more difficult to read and understand, especially if the customer’s team doesn’t have a lot of development expertise.

My Evil Co-Worker likes the idea of building a whole application around a single Callable class - everything else would be a thin facade that hands off to the single Call function. They claim it's a way to obfuscate code, but I think it's just to annoy everyone.

Related

 

Monday, 27 August 2018

Lightning Emp API in Winter 19

Emp API in Winter 19

Introduction

It’s August. After weeks of unusually sunny days, the schools in the UK have broken up and the weather has turned. As I sit looking out at cloudy skies, my thoughts turn to winter. Winter 19 to be specific - the release notes are in preview and some of the new functionality has hit my pre-release org. The first item that I’ve been playing with is the new Emp API component, which takes away a lot of the boilerplate code that I have to copy and paste every time I create a component that listens for platform events.

From the preview docs, this component

Exposes the EmpJs Streaming API library which subscribes to a streaming channel and listens to event messages using a shared CometD connection. This component is supported only in desktop browsers. This component requires API version 44.0 and later.

What I Used to Do

Previously, to connect to the streaming API and start listening for events, I’d need code to:

  • Download the cometd library and put it into a static resource
  • Add the static resource to my component
  • Instantiate org.cometd.CometD
  • Call the server to get a session id
  • Configure cometd with the session id and the Salesforce endpoint
  • Carry out the cometd handshake
  • Subscribe to my platform event channel
  • Wiat for messages

What I do Now

  • Add the lightning:empApi component inside my custom component:
  • Add an error handler in case anything goes wrong
  • Subscribe to my platform event channel
  • Wait for a message

In practice this means my controller code has dropped from 70 odd lines to around 20,

Example

The first thing I need for an example is a platform event - I’ve created one called Demo_Event__e, which contains a single field named ‘Message__c’. This holds the message that I’ll display to the user.

My example component (Demo Events) actually uses a couple of standard components - the Emp API and the notifications library - the latter is used to show a toast message when I receive an event:

<lightning:empApi aura:id="empApi" /> 
<lightning:notificationsLibrary aura:id="notifLib"/>

The controller handles all the setup via a method invoked when the standard init event is fired. Before I can do anything I need a reference for the Emp API component:

var empApi = component.find("empApi");

Once I have this I can subscribe to my demo event channel - I’ve chosen a replayId of -1 to say start with the next event published. Note that I also capture the subscription object returned by the promise so that I can unsubscribe later if I need to (although my sample component doesn’t actually do anything with it).

var channel='/event/Demo_Event__e';
var sub;
var replayId=-1;
empApi.subscribe(channel, replayId, callback).then(function(value) {
      console.log("Subscribed to channel " + channel);
      sub = value;
      component.set("v.sub", sub);
});

I also provide a callback function that gets invoked whenever I receive a message. This simply finds the notification library and executes the showToast aura method that it exposes.

var callback = function (message) {
	component.find('notifLib').showToast({
      	"title": "Message Received!",
        "message": message.data.payload.Message__c
	}); 
}.bind(this);

On the server side I have a class exposing a single static method that allows me to publish a platform event:

public class PlatformEventsDemo 
{
    public static void PublishDemoEvent(String message)
    {
	    Demo_Event__e event = new Demo_Event__e(Message__c=message);
                Database.SaveResult result = EventBus.publish(event);
                if (!result.isSuccess()) 
        {
            for (Database.Error error : result.getErrors()) 
            {
                System.debug('Error returned: ' +
                             error.getStatusCode() +' - '+
                             error.getMessage());
            }
        }
    }
}

Running the Example

I’ve added my component to a lightning page - s it doesn’t have any UI you’ll have to take my word for it! Using the execute anonymous feature of the dev console, I publish a message:

Screen Shot 2018 08 25 at 13 51 12

 

And on my lightning app page, shortly afterwards I see the toast message:

 

Screen Shot 2018 08 25 at 13 49 55

 

More Information

 

Sunday, 5 August 2018

Putting Your TBODY on the Line

Putting Your TBODY on the Line

Table

Introduction

This week I’ve been working on a somewhat complex page built up from a number of Lightning components. One of the areas of the page is a table showing the paginated results of a query, with various sorting options available from the headings, and a couple of summary rows at the bottom of the page. The screenshot below shows the last few rows, the summary info and the pagination buttons.

Screen Shot 2018 08 04 at 17 34 06

The markup for this is of the following format:

<table>
<thead>
<tr>
<aura:iteration ...>
<th> _head_ </th>
</aura:iteration ...>
<tr>
</thead>
<tbody>
<tr>
<aura:iteration ...>
<td> _data_ </td>
</aura:iteration ...>
</tr>
...
<tr>
<td>_summary_</td>
<td>_summary_</td>
</tr>
<tr>
<td>_summary_</td>
<td>_summary_</td>
</tr>
</tbody>
</table>

So pretty much a standard HTML table with a couple of aura:iteration components to output the headings and rows. Obviously there’s a lot more to it than this, and styling etc, but for the purposes of this post those are the key details.

The Problem

Once I’d implemented the column sorting (and remembered that you need to return a value from an inline sort function, otherwise it’s deemed to mean that all the elements are equal to each other!), I was testing by mashing the column sort buttons and after a few sorts something odd happened:

Screen Shot 2018 08 04 at 17 35 10

The values inserted by the aura:iteration were sandwiched in between the two summary rows that should appear at the bottom.  I refreshed the page and tried again and this time it got a little worse:

Screen Shot 2018 08 04 at 17 33 32

This time the aura:iteration values appeared below both summary rows. I tested this on Chrome and Firefox and the behaviour was the same for both browsers. 

The Workaround

I’ve hit a few issues around aura:iteration in the past, although usually it’s been the body of that components rather than the surround ones, and I recalled that often the issue could be solved by separating the standard Lightning components with regular HTML. I could go with <tfoot>, but according to the docs this indicates that if the table is printed the summary rows should appear at the end of each page, which didn’t seem quite right.

I already had a <tbody>, but looking at the docs a table can have multiple <tbody> tags, to logically separate content, so another one of these sounded exactly what I wanted. Moving the summary rows into their own “section” as follows:

<table>
<thead>
<tr>
<aura:iteration ...>
<th> _head_ </th>
</aura:iteration ...>
<tr>
</thead>
<tbody>
<tr>
<aura:iteration ...>
<td> _data_ </td>
</aura:iteration ...>
</tr>
...
</tbody>
<tbody>
<tr>
<td>_summary_</td>
<td>_summary_</td>
</tr>
<tr>
<td>_summary_</td>
<td>_summary_</td>
</tr>
</tbody>
</table>

worked a treat. Regardless of how much I bounced around and clicked the headings, the summary rows remained at the bottom of the table as they were supposed to.

I haven’t been able to reproduce this with a small example component - it doesn’t appear to be related to the size of the list backing the table as I’ve tried a simple variant with several thousand members and the summary rows stick resolutely to the bottom fo the table. Given that I have a workaround I’m not sure how much time I’ll invest in digging deeper, but if I do find anything you’ll read about it here.

Related Posts

 

Saturday, 21 July 2018

Exporting Folder Metadata with the Salesforce CLI

Exporting Folder Metadata with the Salesforce CLI

Folder

Introduction

In my earlier post, Exporting Metadata with the Salesforce CLI, I detailed how to replicate the Force.com CLI export command using the Salesforce CLI. One area that neither of these handle is metadata inside folders, so reports, dashboards and earl templates. Since then I’ve figured out how to do this, so the latest version of the CLIScripts Github repo has the code to figure out which folders are present, and includes the contents of each of these in the export.

Identifying the Folders

This turned out to be a lot easier than I expected - I can simply execute a SOQL query on the Folder sobject type and process the results:

let query="Select Id, Name, DeveloperName, Type, NamespacePrefix from Folder where DeveloperName!=null";
let foldersJSON=child_process.execFileSync('sfdx', 
    ['force:data:soql:query',
        '-q', query, 
        '-u', this.options.sfdxUser,
        '--json']);

Note that I’m not entirely sure what it means when a folder has a DeveloperName of null - I suspect it indicates a system folder, but as the folders I was interested in appeared, I didn’t look into this any further.

I then created a JavaScript object containing a nested object for each folder type:

this.foldersByType={'Dashboard':{},
                    'Report':{}, 
                    'Email':{}}

and then parsed the resulting JSON, adding each result into the appropriate folder type object as a property named as the folder Id. The property contains another nested object wrapping the folder name and an array where I will store each entry from the the folder:

var foldersForType=this.foldersByType[folder.Type];
if (foldersForType) {
    if (!foldersForType[folder.Id]) {
        foldersForType[folder.Id]={'Name': folder.DeveloperName, 'members': []};
    }
}

Retrieving the Folder Contents

Once I have all of the folders stored in my complex object structure, I can query the metadata for each folder type - the dashboards in this instance - and build out my structure modelling all the folders and their contents:

let query="Select Id, DeveloperName, FolderId from Dashboard";
let dashboardsJSON=child_process.execFileSync('sfdx', 
    ['force:data:soql:query',
        '-q', query, 
        '-u', this.options.sfdxUser,
        '--json']);

I then iterate the results and add these to the members for the specific folder:

var foldersForDashboards=this.foldersByType['Dashboard'];
var folderForThisDashboard=foldersForDashboards[dashboard.FolderId];
if (folderForThisDashboard) {
    folderForThisDashboard.members.push(dashboard);
}

Adding to the Manifest

As covered in the previous post on this topic, once I’ve identified the metadata required, I have to add it to the manifest file - package.xml. 

I already had a method to add details of a metadata type to the package, so I extended that to include a switch statement to change the processing for those items that have folders. Using dashboards as the example again, I iterate all the folders and their contents, adding the appropriate entry for each:

case 'Dashboard':
    var dbFolders=this.foldersByType['Dashboard'];
    for (var folderId in dbFolders) {
        if (dbFolders.hasOwnProperty(folderId)) {
            var folder=dbFolders[folderId];
            this.addPackageMember(folder.Name);
            for (var dbIdx=0; dbIdx<folder.members.length; dbIdx++) {
                var dashboard=folder.members[dbIdx];
                this.addPackageMember(folder.Name + '/' + dashboard.DeveloperName);
            }
        }
    }
    break;

In the case of our BrightMedia appcelerator, the package.xml ends up looking something like this:

<types>
    <members>BG_Dashboard</members>
    <members>BG_Dashboard/BrightMedia</members>
    <members>BG_Dashboard/BrightMedia_digital_dashboard</members>
    <members>Best_Practice_Service_Dashboards</members>
    <members>Best_Practice_Service_Dashboards/Service_KPIs</members>
    <members>Sales_Marketing_Dashboards</members>
    <members>Sales_Marketing_Dashboards/Sales_Manager_Dashboard</members>
    <members>Sales_Marketing_Dashboards/Salesperson_Dashboard</members>
    <name>Dashboard</name>
</types>

Exporting the Metadata

One thing to note is that the export is slowed down a bit as there are now six new round trips to the server - three for each of the folder types, and three more to retrieve the metadata for each type of folder. Exporting the metadata using the command:

node index.js export -u <username> -d output

creates a new output folder containing the zipped metadata. Unzipping this shows that the dashboard metadata has been retrieved as expected:

> ls -lR dashboards

total 24
drwxr-xr-x 5 kbowden staff 160 21 Jul 15:29 BG_Dashboard
-rw-r--r-- 1 kbowden staff 154 21 Jul 14:27 BG_Dashboard-meta.xml
drwxr-xr-x 5 kbowden staff 160 21 Jul 15:29 Best_Practice_Service_Dashboards
-rw-r--r-- 1 kbowden staff 174 21 Jul 14:27 Best_Practice_Service_Dashboards-meta.xml
drwxr-xr-x 6 kbowden staff 192 21 Jul 15:29 Sales_Marketing_Dashboards
-rw-r--r-- 1 kbowden staff 180 21 Jul 14:27 Sales_Marketing_Dashboards-meta.xml

dashboards//BG_Dashboard:
total 48
-rw-r--r-- 1 kbowden staff 2868 21 Jul 14:27 BrightMedia.dashboard
-rw-r--r-- 1 kbowden staff 6917 21 Jul 14:27 BrightMedia_digital_dashboard.dashboard


dashboards//Best_Practice_Service_Dashboards:
total 88
-rw-r--r-- 1 kbowden staff 8677 21 Jul 14:27 Service_KPIs.dashboard

dashboards//Sales_Marketing_Dashboards:
total 96
-rw-r--r-- 1 kbowden staff 10317 21 Jul 14:27 Sales_Manager_Dashboard.dashboard
-rw-r--r-- 1 kbowden staff 8046 21 Jul 14:27 Salesperson_Dashboard.dashboard

One more thing

I also fixed the export of sharing rules, so rather than specifying SharingRules as the metadata type, it specifies the three subtypes of sharing rule (SharingCriteriaRule, SharingOwnerRule, SharingTerritoryRule) required to actually export them!

Related Posts

 

 

Saturday, 14 July 2018

Lighting Component Attributes - Expect the Unexpected

Lighting Component Attributes - Expect the Unexpected

 

UnexpectedIntroduction

A couple of weeks ago my BrightGen colleague, Firoz Mirza, described some unexpected (by us at least) behaviour when dealing with Lightning Component attributes. I was convinced that there must be something else going on so spent some time creating a couple of simple tests, only to realise that he was absolutely correct and attributes work a little differently to how I thought, although if I’m honest, I’ve never really thought about it.

Tales of the Unexpected 1

The basic scenario was assigning a Javascript variable to the result of extracting the attribute via component.get(), then calling another method that also extracted the value of the attribute, but crucially also changed it and set it back into the component. A sample component helper that works like this is:

({
    propertyTest : function(cmp) {
	var testVar=cmp.get('v.test');
        alert('Local TestVar = ' + JSON.stringify(testVar));
        this.changeAttribute(cmp);
        alert('Local TestVar after leaving it alone = ' + JSON.stringify(testVar));
    },
    changeAttribute : function(cmp) {
        var differentVar=cmp.get('v.test');
        differentVar.value1='value1';
        cmp.set('v.test', differentVar);
    }
})

The propertyTest function gets the attribute from the component and assigns it to testVar. After showing the value, it then invokes changeAttribute, which gets the attribute and assigns it to a new variable, updates it and then sets it back into the component.

Executing this shows the value of the property is empty, as expected to begin with:

Screen Shot 2018 07 14 at 13 49 09

but after the attribute has been updated elsewhere, my local variable reflects this:

Screen Shot 2018 07 14 at 13 50 27

 

Tales of the Unexpected 2

After a bit more digging, I came across something that I expected even less - updating a local variable that stored the result of the component.get() for the attribute, changed the value in the component. So I updated my sample component to test this:

    propertyTest2: function(cmp) {
	var test2=cmp.get('v.test');
        test2.value2='value2';
        alert('Local test2 = ' + JSON.stringify(test2));
        this.checkAttribute(cmp);
    },
    checkAttribute: function(cmp) {
        var otherVar=cmp.get('v.test');
        alert('Other var = ' + JSON.stringify(otherVar));
    }

Executing this shows my local property value being updated as expected:

Screen Shot 2018 07 14 at 14 01 51

but then retrieving this via another variable showed that it appeared to have been updated in the component:

Screen Shot 2018 07 14 at 14 02 28

“Maybe it’s just because everything is happening in the same request” I thought, but after this request completed I executed the first test, so extracting the value in a separate request (transaction) showed that the attribute had indeed been updated in a way that persisted across requests:

Screen Shot 2018 07 14 at 14 03 44

Checking the Docs

Convinced that I must have missed this in the docs, I went back to the Lightning Components Developer Guide, Working with Attribute Values in JavaScript section, but only found the following:

component.get(String key) and component.set(String key, Object value) retrieves and assigns values associated with the specified key on the component.

which didn’t add anything to what I already knew. 

Asking the Experts

I then asked the question of Salesforce, with my sample components, and received the following response:

The behavior you’re seeing is expected. 

component.set() is a signal to the framework that you’ve changed a value. The framework then fires change handlers, rerenders, and so forth. 

The underlying value is a JavaScript object, array, primitive, or otherwise. JavaScript object’s and arrays are mutable. Aura’s model requires that you send that signal when you mutate an object or array.

Conclusion

So there you have it - a local variable assigned the result of component.get() gives you a live hook to the component attribute, and if it’s mutable then any changes you make to the local variable update the attribute regardless of whether you call component.set() or not. Good to know!

I think the docs could certainly use with some additional information to make this clear. It’s written down here, at least, so hopefully more people will know going forward!

Related Posts

 

 

Saturday, 7 July 2018

Exporting Metadata with the Salesforce CLI

Exporting Metadata with the Salesforce CLI

Exit

Introduction

Regular readers of this blog are all too aware that I’m a big fan of the Salesforce CLI. I rarely use anything else to interact with Salesforce orgs, outside of the main UI. Prior to this I used the Force.com CLI, which is another excellent tool, though didn’t give me quite enough information about operations to switch to it exclusively.

One area where the Force.com CLI still beats the default functionality of the Salesforce CLI is the export command, which pull back most of the metadata from an org (except reports, dashboards, and email templates, where you have to jump through a few hoops to get folder names first). Switching back to the Force.com CLI to take a backup of an org started to get a bit repetitive, so I decided to write something to replicate the functionality using the Salesforce CLI.

To Plugin or Not to Plugin

After some consideration, I decided not to plugin. I need to do some work and then execute a deployment via the Salesforce CLI, and there’s currently no way to execute a command from a plugin. I could shell out of the plugin and execute the CLI as a new child process, but that seemed a bit clunky. Plus where does it end? We’d end up with plugins creating child sfdx commands that were plugins that created child sfdx commands - a house of cards made of processes and just as fragile. I’d also seen Dave Carroll call this approach an anti-pattern on twitter and I didn’t want him mad at me, so I went with a node script that wraps everything up into a single command from the users point of view.

The Node Code

As I plan to do more of this sort of thing, rather than having loads of different scripts to execute I went with one script that offers subcommands. Kind of like a CLI all of it’s own, but very lightweight.

In order to support subcommands I used the commander module - I’ve used this a few times in the past and it’s really straightforward. I just configure it with the subcommands and their options and it figures out which one to execute and parses the arguments for me:

var exportCmd=program.command('export')
		 .option("-u, --sfdx-user [which]", "Salesforce CLI username")
		 .option("-d, --directory [which]", "Output directory")
                 .action(function(options) {new ExportCommand(options).execute()});

program.parse(process.argv);

The export command is responsible for generating a package.xml manifest file containing details of all the metadata to retrieve and then executing a metadata API retrieve.

 

It contains a list of the names metadata components to extract:

const allMetadata=[
    "AccountSettings",
    "ActivitiesSettings",
    "AddressSettings",
    "AnalyticSnapshot",
    "AuraDefinitionBundle",
         ...
“CustomObject”,
... "ValidationRule", "Workflow" ];

The one wrinkle here is the standard objects. If I wildcard the CustomObject metadata type, this will just retrieve my custom objects. To include the standard objects, I have to explicitly name each of them. Luckily the Salesforce CLI provides a way for me to extract these - force:schema:sobject:list, so I can pull these back and turn them into a list of names:

var standardObjectsObj=child_process.execFileSync('sfdx', 
                    ['force:schema:sobject:list', 
                        '-u', this.options.sfdxUser, 
                        '-c', 'standard']);

var standardObjectsString=standardObjectsObj.toString();
standardObjects=standardObjectsString.split('\n');

for (var idx=standardObjects.length-1; idx>=0; idx--) {
    if ( (standardObjects[idx].endsWith('__Tag')) ||
         (standardObjects[idx].endsWith('__History')) ||
         (standardObjects[idx].endsWith('__Tags')) ) {
         standardObjects.splice(idx, 1);
    }
}

Then I can generate the package.xml by iterating the list of metadata names and adding a wildcard entry for each of them, and append the standard objects when the metadata name is CustomObject:

for (var idx=0; idx<allMetadata.length; idx++) {
    var mdName=allMetadata[idx];
    this.startTypeInPackage();
    if (mdName=='CustomObject') {
        for (var soIdx=0; soIdx<standardObjects.length; soIdx++) {
            this.addPackageMember(standardObjects[soIdx]);
        }
    }
    this.addPackageMember('*');
    this.endTypeInPackage(mdName);
}

Once the package.xml is written, I can then execute a force:mdapi:retrieve to pull back all of the available metadata:

child_process.execFileSync('sfdx', 
                ['force:mdapi:retrieve', 
                    '-u', this.options.sfdxUser, 
                    '-r', this.options.directory, 
                    '-k', this.packageFilePath]);

Export all the Metadata!

(The full source code is available at the Github repo. If you want to try this out yourself, clone the repo, change into the directory containing the clone and run npm install to pull down the dependencies.)

To export the metadata I execute:

node index.js export -u keir.bowden@train.bb -d output

Where -u specifies the username that I’ve previously authorised with the Salesforce CLI (I’m using the client dev org for my training system), and -d is the directory where the package.xml will be created and the metadata extracted to. If this directory doesn’t exist it will be created.

The output is just a couple of lines telling me it succeeded:

Exporting metadata
Metadata written to output/unpackaged.zip

The contents of the output subdirectory shows the package.xml and zip file retrieved from Salesforce:

$ ls -lrt
total 928
-rw-r--r-- 1 kbowden staff 20110 7 Jul 12:49 package.xml
-rw-r--r-- 1 kbowden staff 453236 7 Jul 12:50 unpackaged.zip

unzipping the unpackaged.zip file creates an unpackaged directory containing the retrieved metadata:

$ unzip unpackaged.zip
Archive: unpackaged.zip
inflating: unpackaged/labels/CustomLabels.labels
   …

$ cd unpackaged
$ ls -l
total 48
drwxr-xr-x 16 kbowden staff 512 7 Jul 12:52 applications
drwxr-xr-x 4 kbowden staff 128 7 Jul 12:52 assignmentRules
    …
drwxr-xr-x 7 kbowden staff 224 7 Jul 12:52 tabs
drwxr-xr-x 4 kbowden staff 128 7 Jul 12:52 triggers

and hey presto, my org is exported without having to revert back to the Force.com CLI.

Related Posts

 

Friday, 29 June 2018

Adding Signature Capture to a Lightning Flow

Adding Signature Capture to a Lightning Flow

Screen Shot 2016 11 07 at 18 36 19

Introduction

As regular readers of this blog know, a few years ago I wrote a Lightning Component for the launch of the Component Exchange called Signature Capture which, in a shocking turn of events, allows a user to capture a signature image and attach it to a Salesforce record. Over the years it’s received various enhancements and when these are notable I write a blog post about it. The latest version satisfies this requirement as it adds support for inclusion in Lightning flows. Note that the rest of this post assumes that you are working with V1.31 of Signature Capture or higher.

The Scenario

I’m going for a pretty simple scenario - a custom button on the a Salesforce record starts a flow that contains just the Signature Capture component. Once the user is happy with the signature and saves it, finishing the flow returns them to the record that they started from.

Creating the Flow

If you are a metadata type, you can install the demo flow from the Signature Capture Samples Git repository. It’s called Signature_Capture don’t forget to activate it.

If not, carry out the following steps to create the flow:

  1. Open the flow designer
  2. Click on the ‘Resources’ tab and on the resulting list click ‘Variable'

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  3. Create a new variable named ‘recordId’ and click OK - this will contain the Id of the record that the user wishes to capture a signature against.

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  4. Click the ‘Palette’ tab and on the resulting list drag ‘Screen’ onto the canvas:

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  5. Fill in the ‘Name’ as desired - I went for ‘Signature Capture’ as I’m a creative type:

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  6. Click the ‘Add a Field’ tab and scroll to the bottom of the list and choose ‘Lightning Component’:

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  7. Click the ‘Field Settings’ and configure as shown below - note that I had to remove the entry that was automatically added to the ‘Outputs’ tab before I could save. Make sure to set the value of the 'Record Id' attribute to the 'recordId’ variable - this ensures that the captured signature is stored against the correct Salesforce record.

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  8. Set the screen as the start element
  9. Save the flow
  10. Activate the flow

And that’s it! Straightforward but the flow isn’t very useful as it’s not attached to anything.

Creating the Custom Button

Using the URL of the flow seems pretty clunky, but what can we do?

  1. Open the flow and copy the URL value:

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  2. Navigate to the setup page for the object you want to be able to launch the flow from (I’ve gone for Account) and click ‘Buttons, Actions, and Links’
  3. On the resulting page, click ‘New Button or Link'
  4. Configure the button as follows, replacing the ‘Button or Link URL’ with the concatenation of your flow URL (copied in step 1) and the appropriate record id for for the sobject type. The retURL parameter is the secret sauce to send the user back to the record when they finish the flow:

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  5. After saving, click the ‘Page Layouts’ link from the sObject setup page.
  6. Choose the layout to add the button to.
  7. On the resulting page builder, select the 'Mobile & Lightning Actions’ item from the palette:

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  8. And drag your new custom button on to the 'Salesforce Mobile and Lightning Experience Actions’ section:

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  9. Save the page layout

Enable Lightning Flow

Flows containing Lightning components require lightning flow to be enabled.

  1. Navigate to Setup -> Process Automation -> Process Automation Settings
  2. Check the ‘Enable Lightning runtime for flows’ box:


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  3. Save the settings.

Take it for a Spin

Once everything is in place you can launch the flow by navigating to a record of the appropriate sObject type and clicking the custom button. The video below shows my flow configured above being launched and completed from an account record:

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