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Duplicate Management Enhancements

This application is designed to run on the Salesforce Platform.

Changelog

Table of contents

• Changelog
• Package Installation
  • Quick Deploy
  • Installing the app using a Scratch Org
  • Installing the app using a Scratch Org (Step-by-step)
  • Installing the App using a Developer Edition Org or a Trailhead Playground

Package Installation

Quick Deploy

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