Taking care of Admin changes

Topics

• Use case
• Hotfix creation
• Using ONNU Chrome Extension
• Using CLI
• Retrieving Profile and Permission Set
• Viewing SetupAuditTrail
• package.xml Generator

Use case

• Admin wants to make changes (like adding reports, adding custom fields, list views...) to a non-source tracked orgs like PROD
• Admin not familiar with developer tools, version control

sequenceDiagram
autonumber
Admin->>ChangeControl: Create WorkItem
ChangeControl->>Admin: Validate and approve
Admin->>Org: Perform Changes
Admin->>ChangeControl: Update WorkItem:<br/> Assign to right team member for hotfix branch creation
ChangeControl->>TeamMember: Notify
TeamMember->>VersionControl: Create hotfix branch based on the changes <br/> done by the Admin in the WorkItem

 
 

Create hotfix based on the changes done by the Admin in the WorkItem

• Options
  • Using Chrome Extension ONNU
  • Using CLI
• This assumes the TeamMember has the access to this Org

Using ONNU

• Assume Admin has added a CustomObject FruitTree__c as the WorkItem - WI-12345

• 

Zip file created

tree unpackaged\ 68

unpackaged\ 68
├── objects
│   └── FruitTree__c.object
└── package.xml

~/Downloads/unpackaged 68  >cat objects/FruitTree__c.object 

<?xml version="1.0" encoding="UTF-8"?>
<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
    <actionOverrides>
        <actionName>Accept</actionName>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>Accept</actionName>
        <formFactor>Large</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>Accept</actionName>
        <formFactor>Small</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>CancelEdit</actionName>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>CancelEdit</actionName>
        <formFactor>Large</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>CancelEdit</actionName>
        <formFactor>Small</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>Clone</actionName>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>Clone</actionName>
        <formFactor>Large</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>Clone</actionName>
        <formFactor>Small</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>Delete</actionName>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>Delete</actionName>
        <formFactor>Large</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>Delete</actionName>
        <formFactor>Small</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>Edit</actionName>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>Edit</actionName>
        <formFactor>Large</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>Edit</actionName>
        <formFactor>Small</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>List</actionName>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>List</actionName>
        <formFactor>Large</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>List</actionName>
        <formFactor>Small</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>New</actionName>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>New</actionName>
        <formFactor>Large</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>New</actionName>
        <formFactor>Small</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>SaveEdit</actionName>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>SaveEdit</actionName>
        <formFactor>Large</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>SaveEdit</actionName>
        <formFactor>Small</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>Tab</actionName>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>Tab</actionName>
        <formFactor>Large</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>Tab</actionName>
        <formFactor>Small</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>View</actionName>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>View</actionName>
        <formFactor>Large</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>View</actionName>
        <formFactor>Small</formFactor>
        <type>Default</type>
    </actionOverrides>
    <allowInChatterGroups>false</allowInChatterGroups>
    <compactLayoutAssignment>SYSTEM</compactLayoutAssignment>
    <deploymentStatus>Deployed</deploymentStatus>
    <enableActivities>false</enableActivities>
    <enableBulkApi>true</enableBulkApi>
    <enableFeeds>false</enableFeeds>
    <enableHistory>false</enableHistory>
    <enableLicensing>false</enableLicensing>
    <enableReports>false</enableReports>
    <enableSearch>false</enableSearch>
    <enableSharing>true</enableSharing>
    <enableStreamingApi>true</enableStreamingApi>
    <externalSharingModel>Private</externalSharingModel>
    <label>FruitTree</label>
    <nameField>
        <label>FruitTree Name</label>
        <type>Text</type>
    </nameField>
    <pluralLabel>FruitTrees</pluralLabel>
    <searchLayouts/>
    <sharingModel>ReadWrite</sharingModel>
    <visibility>Public</visibility>
</CustomObject>

• TeamMember will create a hotfix branch say hotfix-WI-12345 to take of this so this change done by the Admin is back committed into the version control

Using CLI

• Login

sfdx force:auth:web:login
Successfully authorized mohan.chinnappan.n.sel@gmail.com with org ID 00D4x000007rxoGEAQ

• Prepare package.xml

~/hotfix  >cat hotfix_package.xml 

<?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>FruitTree__c</members>
        <name>CustomObject</name>
    </types>
    <version>56.0</version>
</Package>

• Retrieve

sfdx force:mdapi:retrieve -k hotfix_package.xml -u mohan.chinnappan.n.sel@gmail.com -r .

Retrieving v56.0 metadata from mohan.chinnappan.n.sel@gmail.com using the v56.0 SOAP API
Retrieve ID: 09S4x00000EyAenEAF
Retrieving metadata from mohan.chinnappan.n.sel@gmail.com... done
Wrote retrieve zip to /Users/mchinnappan/hotfix/unpackaged.zip

• Unzip

~/hotfix  >jar xvf unpackaged.zip

 inflated: unpackaged/objects/FruitTree__c.object
 inflated: unpackaged/package.xml

 tree                  
.
├── hotfix_package.xml
├── unpackaged
│   ├── objects
│   │   └── FruitTree__c.object
│   └── package.xml
└── unpackaged.zip
2 directories, 4 files

~/hotfix  >cat hotfix_package.xml 

<?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>FruitTree__c</members>
        <name>CustomObject</name>
    </types>
    <version>56.0</version>
</Package>

~/hotfix  >cat unpackaged/objects/FruitTree__c.object 

<?xml version="1.0" encoding="UTF-8"?>
<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
    <actionOverrides>
        <actionName>Accept</actionName>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>Accept</actionName>
        <formFactor>Large</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>Accept</actionName>
        <formFactor>Small</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>CancelEdit</actionName>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>CancelEdit</actionName>
        <formFactor>Large</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>CancelEdit</actionName>
        <formFactor>Small</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>Clone</actionName>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>Clone</actionName>
        <formFactor>Large</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>Clone</actionName>
        <formFactor>Small</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>Delete</actionName>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>Delete</actionName>
        <formFactor>Large</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>Delete</actionName>
        <formFactor>Small</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>Edit</actionName>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>Edit</actionName>
        <formFactor>Large</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>Edit</actionName>
        <formFactor>Small</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>List</actionName>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>List</actionName>
        <formFactor>Large</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>List</actionName>
        <formFactor>Small</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>New</actionName>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>New</actionName>
        <formFactor>Large</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>New</actionName>
        <formFactor>Small</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>SaveEdit</actionName>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>SaveEdit</actionName>
        <formFactor>Large</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>SaveEdit</actionName>
        <formFactor>Small</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>Tab</actionName>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>Tab</actionName>
        <formFactor>Large</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>Tab</actionName>
        <formFactor>Small</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>View</actionName>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>View</actionName>
        <formFactor>Large</formFactor>
        <type>Default</type>
    </actionOverrides>
    <actionOverrides>
        <actionName>View</actionName>
        <formFactor>Small</formFactor>
        <type>Default</type>
    </actionOverrides>
    <allowInChatterGroups>false</allowInChatterGroups>
    <compactLayoutAssignment>SYSTEM</compactLayoutAssignment>
    <deploymentStatus>Deployed</deploymentStatus>
    <enableActivities>false</enableActivities>
    <enableBulkApi>true</enableBulkApi>
    <enableFeeds>false</enableFeeds>
    <enableHistory>false</enableHistory>
    <enableLicensing>false</enableLicensing>
    <enableReports>false</enableReports>
    <enableSearch>false</enableSearch>
    <enableSharing>true</enableSharing>
    <enableStreamingApi>true</enableStreamingApi>
    <externalSharingModel>Private</externalSharingModel>
    <label>FruitTree</label>
    <nameField>
        <label>FruitTree Name</label>
        <type>Text</type>
    </nameField>
    <pluralLabel>FruitTrees</pluralLabel>
    <searchLayouts/>
    <sharingModel>ReadWrite</sharingModel>
    <visibility>Public</visibility>
</CustomObject>

package.xml Generator

• You can use this tool to generate package.xml for your requirements