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Rohit Macherla
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Custom SFDX plugin to copy files

salesforce, sfdx2 min read

This post talks about a SFDX plugin that copies files from one directory to another. All the code is in this repo here..

Why?

As with most orgs, we have a lot of third party API integrations and we use Named Credentials for most of them. The endpoints vary based on the environment we are in. In our development environment, we point these integrations to a mock server. Our testing and staging environments point to the testing and staging URLs of target system and our production points to the live URLs of the third party systems. This is a similar setup to most orgs, I’d imagine.

Storing Named Credentials in git in such setup is not straightforward as they can point to only a single URL at a time. Hence, we have a custom config directory that stores the URLs based on the environment and then our custom ant target copies these files into the src/namedCredentials during deployment as illustrated below.

This is how the project looks like:

Project directory when there's at rest Project directory when there’s no deployment — notice src/namedCredentials is empty

To deploy to our staging environment, we run:

ENVIRONMENT=staging ant build

This will run a custom ant code that moves the named credential(s) from config/staging/namedCredentials to src/namedCredentials as shown below:

Project directory when custom ant script runs for staging environment Project directory when custom ant script runs for staging environment

This way, we are able to use the named credential specific to an environment for deployment. We can extend this to custom metadata/CORS endpoints/remote site settings etc. which change from one environment to the other.

When we move to Salesforce DX, such a custom ant script doesn’t exist and hence we needed to create our own custom DX plugin.

How?

The code in the GitHub repo represents a custom DX plugin. I haven’t published this to npm (yet) so you’ll have to do that yourself by forking the repo and using your own namespace. Once it’s published to npm, you can use the following command (the following command assumes that you’ve used the namespace copyutil when publishing the plugin):

sfdx copyutil:copy-files --sourcedir config/namedCredentials --targetdir force-app/main/default/namedCredentials

This command moves the contents of your config/namedCredentials to force-app/main/default/namedCredentials.

That’s it!