INSTALL.md

Installation

Prerequisites

• Sign-up for a Salesforce Developer Edition account
  • https://developer.salesforce.com/signup
• Install the Salesforce CLI (SFDX) tool
  • https://developer.salesforce.com/tools/salesforcecli

SFDX: Authorize Org

sf org login web --alias paas-cloud-goat --set-default

Follow the web browser prompts to authorized the CLI

• Reference: https://developer.salesforce.com/docs/atlas.en-us.sfdx_dev.meta/sfdx_dev/sfdx_dev_auth_web_flow.htm

Org Settings

• Defaults from a Developer Edition account are sufficient
• FYI on Profiles:
  • System Administrator will be used to view all “sensitive app” data
  • Standard User will be the less-privileged user
  • Only “Profiles” are used for authZ; not Roles

Deploy the App

1. Go into the base directory for paas-cloud-goat
2. sf project deploy start --ignore-conflicts --wait 10

Test Data Setup

Building custom objects

1. Login as the System Administrator
   • (the dev org account you used in the prereq's section)
2. Search for the “Paas Cloud Goat” app
3. Buildings tab
4. New
5. Create a few buildings with a few PINs (any values you want)
   • HQ
   • Satellite
   • Bunker
   • Research
   • Vault

See also Sample Test Data - Building__c.csv if you know how to bulk import and want to save some clicks

Private contact

1. Still logged-in as the "System Administrator" (dev org) profile
2. Contacts tab
3. New
   1. Fill-in the required name
   2. Do NOT associate with any "Account" field

SecretSauce custom object

1. Still logged-in as the "System Administrator" profile
2. SecretSauce tab
3. New
   • Fill-in the fields with any data you want
4. Repeat creating a few SecretSauce objects

Low privilege user creation

1. Create a new Salesforce user

   • (Gear Icon in top right -> Service Setup -> Users -> Users -> New User)
   • For most fields you can use any value
   • Make sure e-mail is valid
     • (Plus-aliasing may help: [email protected])
   • Username must be in email format and unique across ALL of Salesforce

2. User License = Salesforce

3. Profile = Standard User

4. Role = leave blank

5. Await the e-mail and setup your account credentials

   • "Welcome to Salesforce: Verify your account"