Farewell Package.xml…you will not be missed

Salesforce’s Spring 21 release has brought about a lot of big changes. Some I am not so thrilled with, but one has so far been nice to see.

Sandbox Source Tracking went GA with this release. This is meant to help us poor developers keep track of all metadata changes between our local VS Code source repositories and the actual Sandbox/Scratch orgs.

In a nutshell, it appears to me that the dreaded package.xml file will be going away, eventually. This file has caused far too many problems (especially for teams of developers). Instead of having to manually track all metadata data changes, Salesforce will automatically keep those changes synchronized between your local development workspace and the org. THANK YOU Salesforce!

Now before you get too excited, this is NOT going to be an easy transition. For starters, a force:source:pull will not get you all the metadata from an org. I experienced problems just trying to do a simple demo with a scratch org this past weekend, using brand new code.

I anticipate a lot of customers are going to experience huge problems as a result of this change. This will be especially difficult for legacy customers with huge monolith orgs that have not been untangled.

But, I do believe this step is necessary to allowing all Salesforce developers to really emerge from the 90’s and start doing serious modern web development. Before you go too far with this, you need to know what you are dealing with. Start by checking out this Developer Blog article. I am sure there will be lots more Trailhead modules/videos etc to come on this.

So, this is not some “magic pill” to solve all development/deployment problems. But, it is a good first step. Looking forward to seeing problems addressed and enhancements made.

Post 1 – Customizing your Salesforce Community with Code

This will be the first of a series of posts I will be doing about a new Pluralsight course titled, “Communicate Between Salesforce Lightning Web Components”.

Community Cloud (now known as Experience Cloud) has been part of the Salesforce platform for years and it is used by many companies to actively communicate with their communities of customers, partners and employees. Hence the community name.

Developing and Extending a Salesforce Community Experience with Code

Selecting a Template

The first step in creating a new community involves selecting a template. The template determines what type of community is created.

The important thing to realize is that there are two basic template types.

  • Lightning-based
  • Visualforce + tabs

To help you decide which type might be right for you, here is a comparison of the two.

Compare Community Template Types
Compare Community Template Types

I would suggest you select lightning-based templates unless there is some compelling reason to use a Visualforce template.

What you will learn in this course

In this course you will be learning about..

  • Developing custom Lightning components to extend a Lightning-based community
  • Building a Visualforce community with standard Visualforce pages and Apex classes.
  • What code-based sharing and visibility customizations you can make to secure your community.
  • Opportunities to extend your community through integrations with other communities and clouds

Stay tuned for additional posts that will cover the remaining modules for this course. You can access the course on Pluralsight here. If you do not have a subscription, then you can sign up for a free 10 day trial.

Need to learn all about Lightning Web Components (LWC’s)?

For anyone brand new to the Salesforce Lightning Web Component Framework, learning about all this can be quite challenging. Late last year I released a Pluralsight course named, “Salesforce Lighting Web Components: The Big Picture“.

This Big Picture course was designed to slow things down and give you a high-level overview of all the pieces that make up the framework. In a nutshell, Lightning Web Components can be used to build trusted and highly performant web apps that use Salesforce data to run anywhere.

In an effort to expose more developers to this powerful framework, I have put together the following promotional preview video that you can watch for free on this blog. I hope it helps give you a better and bigger picture of all that LWC’s have to offer.

Salesforce Lightning Web Components: The Big Picture

Top 5 Tips for Building Your First LWC

I am very honored to have been asked by 100daysoftrailhead.com to record a session about Top 5 Tips for Building Your 1st LWC. And with that, I wanted to write this post to summarize the tips that I featured in that presentation.

Tip # 1 – Hit the Trail

If you are brand new to Lightning Web Components, then you definitely want to begin by working through the Build Lightning Web Components trail on Trailhead. The trail several projects and modules and you do not have to work them all at once. But at the very least, you should complete the first one, Quick Start: Lighting Web Components.

Tip # 2 – Install the Salesforce Extended Expansion Pack

Better Option is to install the Salesforce Extended Expansion Pack
Better Option is to install the Salesforce Extended Expansion Pack

The official Salesforce docs tell you to install the Salesforce Extension Pack for Visual Studio Code. But, I suggest you also/or instead install the Salesforce Extended Expansion Pack, which you can do by Clicking the Extensions icon in the left toolbar of Visual Studio Code and then selecting Salesforce Extension Pack (Extended).

Select the Extended Expansion Pack though the Extensions icon in Visual Studio Code
Select the Extended Expansion Pack though the Extensions icon in Visual Studio Code

This extension pack will include 4 additional JavaScript libraries that you will more than likely need. They are XML, ESLint, Prettier and Apex PMD.

Tip # 3 – Embrace the Command Line Interface (CLI) Help

Don’t fear the CLI – Embrace it! I know that the Salesforce Extensions offers a very nifty Command Palette tool, but that does not cover everything that the CLI offers. By using the built-in help features, you not only get access to the latest docs (and that you can be rest assured of), but you can learn a lot about what the CLI Offers.

To access the help feature, just type the following sfdx help from a Terminal Window in Visual Studio Code. This will bring up results such as the following:

Access the CLI help feature from Terminal window
Access the CLI help feature from Terminal window

To drill down into one of the topics, such as the force one, use the following:

sfdx force --help

From there you can drill down as far as you need to, such as this command for accessing info about creating a Salesforce DX project:

sfdx force:project:create --help

Tip # 4 – Use Base Lightning Components Whenever Possible

The Base Lightning Components that Salesforce offers not only make your life as a developer so much easier, they are highly performant than anything you might try to create yourself. So, you should check them all out and make sure to use them whenever possible.

The Component library offers a handy Lightning Mini Playground that you can use to access sample HTML and JavaScript directly.

The Component Library offers a handy Lightning Mini Playground feature

Tip # 5 – Reference the Code in the Sample App Gallery

The Sample App Gallery includes real-world code that were all designed by the incredible developers with the Salesforce developer relations group. They not only demonstrate new Salesforce features, but best practices for how to create Lightning web components.

As you begin the process, the most important one to checkout is the LWC Recipes one. This GitHub repo features very short code snippets that demonstrate how to perform certain key operations.

Bonus Tip – Check out My New Pluralsight Course

This month, I also released my latest Pluralsight course, “Salesforce Lightning Web Components: The Big Picture“. You can find out more about it in this post. Once you have completed that course, you might want to checkout, “Building Your First Lightning Web Component (LWC) for Salesforce“.

New Pluralsight Course: Salesforce Lightning Web Components: The Big Picture

I am beyond happy to announce the release of my latest Pluralsight course, “Salesforce Lightning Web Components: The Big Picture“. This is a high-level overview of all the important things that make up this new modern and standards-based framework.

Viewers will first explore what makes up the entire Lightning Web Stack. This will include discovering the open-source Lightning Design System, which is key to the entire Lightning Experience.

Lightning Web Stack
Lightning Web Stack

Learners will also learn about the modern developer tools that Salesforce now offers. These tools offer developers a way to build robust and high-performing web apps. The tools should be instantly familiar to developers familiar with building modern web apps using frameworks like React or Vue.

Visual Studio Code and the Salesforce Extension Pack
Visual Studio Code and the Salesforce Extension Pack

When learners are finished, they should have the skills and knowledge of Lightning Web Components needed to build an adoption plan for their own Salesforce organizations.

And if you watch the course, please feel free to give me feedback. Good or bad. Thanks!

EDIT: Go here to access a promotional video I created for this course. It is a condensed 10 minute preview of the course that should give you a good idea of what it offers.

Salesforce Trailhead: Approach with Caution

Proceed to the Salesforce Trailhead with caution

As a former member of the Trailhead team, I am hesitant to write this, but I think it is an important thing for people to be aware of. If you have been using Trailhead for longer than a year, then you need to be aware of these pretty serious limitations.

While you can retake challenges for badges and projects, you cannot do so for Superbadges. More importantly, once you complete a badge, you have no way of knowing that the content for that badge may have been significantly updated. As in, all the content you understood when you completed the badge, is no longer relevant.

As I am sure you are aware, Salesforce does major releases three times a year. When they do, they prepare comprehensive release notes and the Trailhead authors are instructed to review these notes and update their content as necessary. That part is great. What is not great is that you as a consumer of Trailhead content have no way of knowing that the content was updated (without revisiting EVERY badge you have earned to examine the content).

The badge itself just indicates that it was completed on a certain date. As in the image below of a badge I completed in 2015. This badge has since been significantly updated and the content that was once relevant when I completed the badge is VERY different.

Trailhead badge completed in 2015 that now has VERY different content

How do you know that you are aware of the latest features and updates to the platform? Well, it is up to you to pick through the release notes and then cross reference any Trailhead content that you may have completed. Nice, right?

Just wanted to make sure everyone was aware of this (what I consider to be) serious limitation. I hope the team is actively addressing it. I would say I know, but they don’t talk to me since I left the team.

Top 5 Tips for Working with Salesforce Extensions for Visual Studio Code

After spending quite a lot of time working with the Salesforce Extensions for Visual Studio Code and discovering many hidden gems, here is a list of my top 5 tips. Hope they help you in your development journey.

#1 – Install the Expanded Extension Pack

This VERY handy version of the regular Salesforce Extension Pack, includes not only all the core SFDX plugin’s, but all the third-party ones you might need, like Prettier, ESLint, etc.

Salesforce Expanded Extension Pack
Salesforce Expanded Extension Pack

#2 – Run Update as Often as Possible

This is perhaps the MOST important tip I will offer. Unlike the rest of Salesforce software, the SS Salesforce Extensions are updated every week. That’s right. And they are constantly adding really cool features, so if you have not run…

sfdx update

in a while, you are probably wayyyyy behind and need to do it immediately!

#3 – Use the CLI Help Feature

For all of you that depend solely on the Command Palette, you really need to start using the built-in help that is offered. Come on, the Terminal is not that scary.

Not only will you get access to some really helpful info, but you will learn a heck of a lot about the CLI in general. Start by just typing sfdx help.

Go even further down the stack, but use –help past the first level. For example, to see the help for the project create command, so the following:

sfdx force:project:create --help
Use the built-in help feature
Use the built-in help feature

#4 – Use Code Completion and Snippets

If you do a lot of work with Apex, then you definitely want to check out using the Code Completion and Code Snippets features. This can be really helpful when creating Apex classes or triggers (especially if you are like me and do not do it that often).

#5 – See all SFDX Commands

When you are first learning how to work with the extensions, it can be helpful to see a list of all the available commands. This is accomplished by entering the following command: sfdx commands

See all the SFDX commands
See all the SFDX commands

Lightning Tip: Always Create Admin Friendly Lightning Components

In case you did not realize, Salesforce Lightning components can be one of two flavors:

  1. Aura components – Launched in 2015 and up until early 2019 were called Lightning components.
  2. Lightning web components (LWC’s) – Launched in 2019 and are considered the future of Salesforce development.

Design for Configurability

Whichever flavor you select, the tip in this post applies to both Aura components and the new Lightning web components.

So what does creating Admin friendly Lightning components mean?

In a nutshell, it means making your component as configureable as possible to anyone using it to assemble Lightning pages using Lightning App Builder. This is done by using a meta configuration file for LWC’s or a design resource file for Aura components.

Whichever flavor you chose, the tip in this post applies to both Aura components and the new Lightning web components.

To give you an example of how that is done for LWC’s, let’s look at the code for the eBikes sample app, which can be found here for the LWC version. This is what the HTML for that component looks like:

    <div class="slds-card slds-p-around_x-small">
        <template if:true={searchBarIsVisible}>
                label="Search Key"
        <template if:true={products.data}>
            <template if:true={products.data.records.length}>
                <div class="content">
            <template if:false={products.data.records.length}>
                    message="There are no products matching your current selection"
        <template if:true={products.error}>
            <c-error-panel errors={products.error}></c-error-panel>

And here is the JavaScript controller file:

import { LightningElement, api, wire } from 'lwc';

// Ligthning Message Service and message channels
import { publish, subscribe, MessageContext } from 'lightning/messageService';
import PRODUCTS_FILTERED_MESSAGE from '@salesforce/messageChannel/ProductsFiltered__c';
import PRODUCT_SELECTED_MESSAGE from '@salesforce/messageChannel/ProductSelected__c';

// getProducts() method in ProductController Apex class
import getProducts from '@salesforce/apex/ProductController.getProducts';

 * Container component that loads and displays a list of Product__c records.
export default class ProductTileList extends LightningElement {
     * Whether to display the search bar.
     * TODO - normalize value because it may come as a boolean, string or otherwise.
    @api searchBarIsVisible = false;

     * Whether the product tiles are draggable.
     * TODO - normalize value because it may come as a boolean, string or otherwise.
    @api tilesAreDraggable = false;

    /** Current page in the product list. */
    pageNumber = 1;

    /** The number of items on a page. */

    /** The total number of items matching the selection. */
    totalItemCount = 0;

    /** JSON.stringified version of filters to pass to apex */
    filters = {};

    /** Load context for Ligthning Messaging Service */
    @wire(MessageContext) messageContext;

    /** Subscription for ProductsFiltered Ligthning message */

     * Load the list of available products.
    @wire(getProducts, { filters: '$filters', pageNumber: '$pageNumber' })

    connectedCallback() {
        // Subscribe to ProductsFiltered message
        this.productFilterSubscription = subscribe(
            (message) => this.handleFilterChange(message)

    handleProductSelected(event) {
        // Published ProductSelected message
        publish(this.messageContext, PRODUCT_SELECTED_MESSAGE, {
            productId: event.detail

    handleSearchKeyChange(event) {
        this.filters = {
            searchKey: event.target.value.toLowerCase()
        this.pageNumber = 1;

    handleFilterChange(message) {
        this.filters = { ...message.filters };
        this.pageNumber = 1;

    handlePreviousPage() {
        this.pageNumber = this.pageNumber - 1;

    handleNextPage() {
        this.pageNumber = this.pageNumber + 1;

Notice that the searchBarIsVisible and titlesAreDraggable properties use the @api decorator and that the developer has kindly added a TODO comment here suggesting that the normalized value may come as a boolean, string or otherwise.

The reason the values may some across differently is because these two properties are configureable in the design file, but only for Record Pages and Community default pages. This means that anyone can use Lightning App Builder to change those values (well, at least for Record and Community Default pages).

To see how this is done, let’s take a look at the meta configuration file for this component:

<?xml version="1.0" encoding="UTF-8" ?>
<LightningComponentBundle xmlns="http://soap.sforce.com/2006/04/metadata">
    <masterLabel>Product Tile List</masterLabel>
        <targetConfig targets="lightning__RecordPage">
                label="Search bar visible"
                label="Product tiles are draggable"
        <targetConfig targets="lightningCommunity__Default">
                label="Search bar visible"
                label="Product tiles are draggable"

Notice there are two targetConfig entries. One is for lightning__RecordPage and the other is for lightningCommunity__Default, but they both define the same properties. Even though these properties have default values of false, anyone assembling the pages for the two targeted page types can change these values in Lightning App Builder.

Consider this Change to the Configuration

Not to be too critical, but I can see room for improvement in the way the productTileList component was configured. After all, there is always room for improvement in anything we do, right?

The first change I would make is to add a description for all the targetConfig properties. The description is typically a short sentence, but it appears as a tooltip in Lightning App Builder. This sentence could be used to indicate to the app assembler that the property value should be either true or false and not any other value perhaps?

The end result would look something like the following (notice the tooltip on the right):

Lightning App Builder used to configure the productTileList component.
Lightning App Builder used to configure the productTileList component.

For more tips about what you can do to make your components configureable, check out this great developer doc page.

Moving to Lightning? Should you learn about Aura or LWC?

Image Source: SpringML

I have had a few people ask me this question and I think it is a good one, so I wanted to answer it in a post. First of all, for anyone not sure what the difference is between Aura and LWC, you might want to checkout this post I did.

As for the answer….wait for it…..It depends. It depends on:

  1. How experienced you as a Developer or Admin with JavaScript and HTML5. If you are very experienced and have even done work with React or Angular, then I would suggest starting with LWC’s.
  2. If you are not very experienced with modern JavaScript or HTML5, nor are you very experienced with modern development tools such as Visual Studio Code, Command Line Interfaces, GitHub, then I would start with Aura components. My latest Pluralsight course will get you up to speed on the new modern development tools that Salesforce offers. Once you feel comfortable suing these tools, then your transition to LWC’s will be much easier.
  3. Like Salesforce, I do think that LWC’s are the better alternative in terms of component performance, but if all you need to build are very simple components, then there is no reason why you cannot start with Aura and transition to LWC’s. To be entirely honest, LWC’s are more challenging to create for developers that do not fall into the first category I described.

I hope this post helps anyone not sure about which technology to approach first. Feel free to reach out to me if you have additional questions or concerns.


New Pluralsight Course: Getting Started Customizing Salesforce with Lightning Aura Components

I am very proud to announce the release of my latest Pluralsight course, “Customizing Salesforce with Lightning Aura Components“. This is actually a total re-write of my most popular course, “Customizing Salesforce with Lightning Components”, released in 2017. The key word change in the title is the addition of the word, “Aura“.

New Pluralsight Course, which includes working with VS Code and the CLI
New Pluralsight Course, which includes working with VS Code and the CLI

This course is different because at the time that course was released, Lightning Components were not called Lightning Aura Components AND most importantly, the new modern toolset known as Salesforce DX was not yet available. There were also no Lightning Web Components available yet.

I personally believe that for many developers, transitioning to LWC would be much easier if they were to first learn to build simple Aura components using the new modern tools first.

In this course, all those great shiny new tools will be used to build very simple Aura Lightning Components. The original course used the online Developer Console, which is what Trailhead still uses in all their content about Aura Components. On Trailhead, the new tools are only used for Lightning Web Components.

So, if you want to learn about building Aura Components, while also embracing the new modern toolset, this course is perfect for you. And if you want to learn about Lightning Web Components (LWC’s), then you can check out the “Building Your First Lightning Web Component (LWC) for Salesforce” course that I released earlier this year.

Either way, you will be knowledgeable in all the latest that Salesforce has to offer. I personally believe that for some developers, transitioning to LWC would be much easier if they were to first learn to build simple Aura components using the new modern tools first.

This course includes a GitHub Repo that features all the code covered in the course. The material covered includes the following:

Understanding the Lightning Component Framework

Refer to the following blog post #1 . In this post/Pluralsight module), you will learn:

  1. Who Should be Building Aura Components?
  2. Where Can Aura Components Be Used?
  3. Anatomy of an Aura Component Bundle
  4. Creating an Aura Component Bundle

Creating Aura Components with the Salesforce CLI

Refer to the following blog post # 2 .

  1. Using an Interactive Development Environment (IDE)
  2. Getting Setup with an IDE
  3. Understanding Salesforce DX (SFDX)
  4. Creating an Aura Component in Visual Studio (VS) Code
  5. Exposing Aura Components to Lightning App Builder

Working with Data

Refer to the following blog post # 3 .

  1. Working with Controllers
  2. Working with Apex and DML
  3. Creating a New Open Cases Component
  4. Using the CLI to Load Data to Scratch Org
  5. Enforcing Apex Security
  6. What About Caching and Usability?

Working with Record Forms

Refer to the following blog post # 4 .

  1. Working with Record Form Base Lightning Components
  2. Creating a New Quick Case Component
  3. Creating Quick Actions

Working with Salesforce Mobile

Refer to the following blog post # 5 .

  1. Working with the new Salesforce Mobile App
  2. Using the Salesforce Mobile App QuickStart Page
  3. Wrapping Up