How to deploy a custom app using the salesforce package xml?

1.6K    Asked by AugustinaFuentes in Salesforce , Asked on May 24, 2024

I work on a project that consists of a Lightning App including two Lightning Component Tabs. I needed to deploy it to another org and continue working. I retrieved all necessary components using package.xml and deployed it to target org. Deployment went without errors.

When I open my app, I see empty space and a "No items" tab. I entered Lightning App Builder -> App settings -> User profiles and added System administrator. Nothing changed.

What else should I do to have it working?


    
        *
        StaticResource
    
    
        *
        CustomApplication
    
    
        *
        ApexClass
    
    
        *
        ApexPage
    
    
        *
        CustomField
    
    
        *
        CustomMetadata
    
    
        *
        CustomObject
    
    
        *
        CustomTab
    
    
        *
        FlexiPage
    
    
        *
        LightningComponentBundle
    
    54.0
Answered by Clare Matthews

Many of the listed objects have Profile Permissions. As such, you should include the Admin profile to the salesforce package xml. This will make sure that the appropriate permissions are also retrieved for deployment to another organisation.



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Answers (3)

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1 Day

Deploying a custom app using the Salesforce Package XML involves creating a package.xml file that specifies the components of your custom app, then using Salesforce's Metadata API or Salesforce CLI to deploy the package to your Salesforce environment. Here's a step-by-step guide:

1. Define Your Package.xml:

Create a package.xml file that lists all the metadata components required for your custom app. The package.xml file is an XML file that specifies the metadata components to include in the deployment package. You need to specify the metadata types relevant to your custom app, such as custom objects, fields, Apex classes, Visualforce pages, etc. Salesforce provides documentation detailing the structure of the package.xml file and the available metadata types.

Here's an example of a basic package.xml file:

        CustomObject

        ApexClass

    54.0

Replace CustomObject and ApexClass with the appropriate metadata types for your custom app.

2. Prepare Your Metadata:

Ensure that all the metadata components referenced in your package.xml file are present in your Salesforce project directory. This may involve creating or modifying custom objects, fields, classes, pages, etc., depending on the requirements of your custom app.

3. Deploy the Package:

Using Salesforce CLI:

If you're using Salesforce CLI, navigate to your project directory and use the force:mdapi:deploy command to deploy the package:

sfdx force:mdapi:deploy -d path/to/your/package-directory -w -1 -u yourusername@example.com

Replace path/to/your/package-directory with the path to the directory containing your package.xml file and metadata components, and yourusername@example.com with your Salesforce username.

Using Metadata API:

If you're using the Metadata API directly, you can use tools like Ant Migration Tool or Workbench to deploy the package. You'll need to create a deploy job using the package.xml file and initiate the deployment.

4. Monitor Deployment:

Monitor the deployment process for any errors or warnings. Depending on the size of your custom app and the complexity of the metadata components, the deployment process may take some time.

5. Verify Deployment:

Once the deployment is complete, verify that your custom app and its components are successfully deployed to your Salesforce environment. Test the functionality of your custom app to ensure that everything works as expected.

6. Post-Deployment Tasks:

After deployment, you may need to perform additional configuration or testing, such as assigning permissions, setting up page layouts, creating custom reports, etc., depending on the requirements of your custom app.

By following these steps, you can deploy your custom app using the Salesforce Package XML and ensure that it's successfully deployed to your Salesforce environment.

5 Months

Stellen Sie sicher, dass Sie die folgenden Komponenten in Ihre package.xml aufgenommen haben: StaticResource, Custom Application, ApexClass, ApexPage, CustomField, CustomMetadata, Custom Object, CustomTab, und FlexiPage. Stellen Sie außerdem sicher, dass Ihre Salesforce-Version 54.0 oder höher ist. Wenn alle diese Komponenten vorhanden und auf dem neuesten Stand sind, müssen Sie möglicherweise Ihre Lightning App Builder-Einstellungen überprüfen, um sicherzustellen, dass die App für das Systemadministratorprofil sichtbar ist. Erfahren Sie mehr über benutzerdefinierte Software und wie Sie eine benutzerdefinierte App mit dem Salesforce Pack XML bereitstellen. Mit der richtigen Anleitung können Sie eine leistungsstarke, effiziente und sichere benutzerdefinierte App erstellen, die Ihre spezifischen Anforderungen erfüllt.

1 Year

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