How to create and deploy Unmanaged Package in salesforce? | Shubhranshu Panda

Hello friends this is sananda and here I back with an interesting session for you I hope you are doing well and um let's start the today's session so um today's session is all about like how to handle the packages in Salesforce uh the packages can be of unmanage or manage package if you heard about it like if you have installed any packages using the app exchange so we are not going to um detail in about a manage package in this today's session but yeah we'll we'll uh discuss about like how to create unmanaged package and how can you can deployment how uh you can deploy to any any or from the different or like your D or or your the sandbox or that is not connected with any other like each other so you can do the deployment uh that will be discussed today in uh in today's session so yeah let's let's start today session so first of all the question is why why we require the unmanage package right so unmanaged package is like um uh you can create the package and you can deploy the changes to the any or which is um like not related to each other but yeah you can deploy using the similar to the appex change how you install any appex any manage package from the Apex so unmanaged package enable the collaborations between different Salesforce environment like we discussed now developers can create and package their customization they share them with others to testing or implementation okay so let's let's takeen one example let's um let's take an example like you have created one application that will be useful for lead system that can identify the duplicate leads in your system and you want to share that uh application with your another developer which is like he also or she also doing in the uh developer or but they the different or they are not connected to each other so how can you share that code or directly uh you can deploy your code or your application to the different or right that is the main question uh and that time you can not just copy paste if it is a urgent requirement for that um application right so that time the unmanaged package can help you and here we'll discuss the step byst step process okay uh so what are the benefits of unmanaged package so first of all like we discussed the first is collaborations like you can collaborate with each other to work and you can share the code using the unmanage package second is a development life cycles so it is a very important part in a development life cycle so you can handle the different applications in the different life cycles of development third is code reusability obviously the code will be reused so you cannot code everything right in your orc every time if you require the same code in a different orc right then testing and validation yeah testing and validation is the purpose like if if you are developed something application right and you are not sure about like how the end user will behave with their testing purposes or their requirements so you can like uh create one un manage package and you can uh deploy it to different or and you can share like you can tell them like you can uh you can teste them and let me let us know like what is the validation or what is the another requirement that we can handle it or what are the drawbacks of this application so that is the major part in a testing and validation fifth is a distribution of configuration so you can set the configuration you can deploy the configuration of different things and you can distribute different things using the manage package or unmanaged package then app exchange depl development so yeah that is like a key things here app exchange is like uh whenever you try to create any unmaned package so it is a most important part because you cannot directly create any manage package right before that you have to thoroughly testing everything in your or before doing uh like you have to deploy in your applications and applications didn't allow to directly deploy so so best like practices is you have to first create the unmanaged package you have to test it in a different or theor then you have to like deploy using the manage package in your app ex so that end user can um uh like install their that application and they can use it in a smooth manner seventh is like Version Control so unmanaged package also give us the version control system so you can create the different version of your packages so you can handle that we'll see the Version Control how we can set the Version Control also yeah but that is the overall like benefits what I have known um okay so yeah let's uh the first like the that is my favorite part demo so we'll do some handson now okay so first of all uh I have login with my day work and this is my uh one day work I'll I'll create one class one dummy class here and I'll deploy that class to the different orc using the unmanage package okay so let's create one dummy epex class so let's say dummy Apex test dummy Apex only okay I hope you can see my codee let some zoom in okay I hope you can now see the code okay uh let me just comment out the Constructor part here and I'll create the simple public list sorry L not list list of lead and I want the get All Leads Here okay and we not pass anything parameter here we'll just return the some of the fields let's say select ID name email mobile phone sorry phone from lead uh okay ordered by created Created date descending and we'll set the limit limit 20 because that is a best practice let's deoy this I'm not doing anything just for a purpose I'm just creating one class and we'll see that uh like we can deploy this class using the unmanaged package and yeah uh before going to unmanaged package this is most important part uh like uh you are deploying something from one orc to different orc so test class is important right so before uh doing any deployment yeah okay that is deployed perfect so yeah I'm saying like uh you have to do the fs class with your like test class also required with the 75 percentage so let's also create one appex class for this that is a test class sorry dummy Apex test okay so here also will Constructor let's comment out this let's comment out this we required a test class so we'll set these test see all data I hope you know about this like syntax I'm not going to any detail because I'm assuming you know about this if you requir then we'll discuss this in a different session but let's create some setup data here uh sorry setup test data yeah test method first of all we'll comment out this setup T setup okay sorry oh my God uh set up okay we'll create one lead here lead LD give me a moment I'll I'll just uh reite the code and we'll connect again them all right um so for this time saving I have already wrote the code like uh setup data and the tast method so I didn't do anything think um magical here just I have insert the lead and I have just quered and the just all the get all leads okay I don't know why it is not showing the see all like um try to run the taste here but yeah I have tried in the developer console and it is successfully done and you can see the dummy epex what we have developed that is 100% covered okay now let's move to the main part like how to do the the unmanage package so first of all you have to log in the OR which you have to deploy from okay then you have to go to the setup and try to search the package here then you have to go to the package manager then you have to create the new package here you can give the any name uh as of now I'm just giving the dummy Apex the then you can select the language here you can set the link I'm not doing anything just I'm save this once it is save it will show the UI for uploading the documents oh wait a minute what is this oh maybe that was the technical issue before because of my internet but yeah uh once once it is created it will show this UI and uh this will disable because here it is not uh anything there is not any components or you have not added that's why it is disabled now let's quickly add our um RFS class okay uh okay Nows class so one magical things here let's suppose you have created the class and you have it is depending on the different record types custom Fields layouts and you when you select any FS class or the uh component or the trigger it will automatically F all the dependencies here and it will show all of the dependency uh depend on the class or depend on your component or depend on the trigger it will C all of the uh dependencies and it will add automatically so so as of now I'm standing uh like I wrote the only standard Fields here that's why it is not added anything here and it is showing the D Apex test let's let's quickly add the one custom field if we have first I have to check there is any custom field or not uh wait a moment object manager okay so we have one custom field that will I'll include this in my query and let's see what will happen I'll quickly deploy this and I'll add this into my test class as well let's see it will add or not what is the data type is a text okay we'll handle the oh sorry we add add anything text here okay it is deployed now we'll deploy this as well and let's quickly run the test okay let's open our class it is deployed perfect now open our class here dummy Apex first open our class then we'll open our the T class test class will open quickly run the run test it will run the test and let's see what will happen okay we got some error here what is the error assertion field okay so we have to add the field as well let's again deploy this test run okay let's okay let's test again this hope this will solve our issue okay perfect it is successfully done and we'll check the what is the percentage okay perfect it is a 100% actually there is no code so it will always 100% okay uh let's do the r package okay let's go to the package manager again uh dumy Apex see I'm not doing uh I didn't in anything but it will automatically add the registration number because it is the dependency okay uh if you want you can remove this field like component and we'll add again we'll remove see test class is also Al depending on the dummy Apex that's why it is all automatically added so first we'll uh Delete the yeah now you can see all deleted now we'll add again RFS class so you can see like how it is automatically added or not uhhuh okay epex classs class where it is here here it is we'll go to the D part dumy Apex okay we'll scroll down We'll add the dummy Apex add to the package now we'll see the field is automatically added yeah now you can see the registration number is automatically added I have not added previously I just added the this classes so so field is dependent on this class so it is already added now you can see the upload button is also enabled you have to just click on the upload button and once it is uh uploaded successfully you will get the email notification on your registered email ID for your or and you'll get the one link now just we'll upload this you'll get the success message or error message if you have like if it if you have not added any test class then it will show like test class is mandatory for the fs class yeah here you can see um you can like we have discussed light you can set the versions also now for as of now it is a first version so I'm not doing anything so Dy Apex controller deployment or just deployment okay I'm not setting anything you can set the password also if you don't want to use any other third parties to be like you can click on the copy link and you can just uh use that so you can set the password and didn't share with anything and just share with the p uh the password which you required but as of now that is not required so I'm just uh doing anything and you can set the like whatever the additional things you can do like work order workflow you can also add you can set the record type sharing how the sharing will be work you can set this as well and uh nothing right and scroll down okay nothing is there so again you have to click on upload once it is enabled it will show the success or the RoR mes let's see what will happen I edit anything so let's see what will happen creating a snapshot of package components let's wait for a while all right you can see the dummy Apex version is is now successfully uploaded I require like we get the email notification I'm not sure why it is not done no worry um but you should get the um like email and you once it okay uh like I'm saying uh once it is successfully uploaded you will get the email or also you will note um the soltion URL also here so this is the important so you have to just copy it and you have to do the installation on your different or where you required to deploy this so I'm just copy this link and I have already login with my different orc now what we'll do we'll again copy and we'll paste this this code you have to just copy paste this and you have to loog log in with your uh or credential where you require to install this so it will automatically like it is automatically F the my or because it is uh I have already logged in and here you can see um this package can't be installed because it is required to some minimum time to be appeared so it can be of 30 minutes or it can be a 1 hour also because uh the complexity you have in your application in un manage deployment it will take some time so let's wait for a while it will automatically appear here okay finally it is showing my dummy Apex see we have named this as a dummy Apex so it is showing my dummy Apex why Wasa because it is our domain name from where we had the um create the unmanaged package and now we are deploying in This Train Rider it is a different H for me and I'm deploying this package into this or and like uh if you remember we have um talked about like password so if you have a password then it will appear here like you can set the password then only appear uh like it will show the for the installation as of now it is Swing uh if it is already appear like it is already there then what you have to do do not install or rename conflating component in a package so I'm uh just going with the default options and I am deploying for the install for the all users let's install this so it is a similar way uh like how we are installing the app exchange products in our orc so similar way we are installing our unmanaged package so let's wait for a while and yeah um meanwhile uh the manage package and the unmanaged package the key difference only thing like manage package you cannot edit or you cannot modify any of the components in this but uh in unmanaged package I believe you can like edit or you can modify some of the apps class or the different things but yeah in unmanage in manage package you cannot do anything perfect the installation is completed let's check whether it is successfully showing or not where it is our de work okay here it is at train or now go to the apps classes and remember if you are deploying the workflow process Builder so it will not it will not uh default enable you have to go to the that workflow email like process Builder workflow and you have to enable those uh the similar way how we are doing why is not sing let's go to the classic okay dummy aex where it is showing or not let's see yeah perfect uh now it is showing here Dy Apex it is in a train ride or let's also check whether the leads the we have created one custom field also right and we have deployed this now let's check whether the lead that fills is there or not let's go to the object manager edit object uh go to the object manager go to the lead now we can search for our registration number field let's quickly search registration number perfect um the API name is different because I have enabled the This Train Rider for our or so uh so that's why it is like showing everything with the Train Rider but it will automatically deploy you can see here so this is all about like how we are doing the unmanaged package deployment if you have any question any doubts any feedback for for me you can just ping me out or you can um ping me on the LinkedIn as well I'll give the LinkedIn link on my this video on the below description and yeah thank you so much for your time and if you really like this video please like share and subscribe my channel and yeah you can subscribe my channel to get the more such videos thank you thank you so much for your time bye

Channel: Shubhranshu Panda

Views: 365

Keywords: salesforce, shubhranshu panda, Unmanaged package, Unmanaged Package in salesforce, App Exchange, Deployment

Id: dln13UDw5zo

Length: 25min 3sec (1503 seconds)

Published: Sat Oct 28 2023