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js-guideline-package-architecture's Introduction

About

This repository provides a guideline for Salesforce architects how to organise Salesforce metadata. Some components work very well with unlocked packages, others don't. Here, I gather insights about how these components behave in reality, beyond the limited information from the Metadata Coverage Report.

This repository is constantly updated, as the Metadata API and SFDX evolve. However, most recommendations are based on non-technical constraints and are not very likely to change anytime soon.

How To Use

You can find all recommendations in the metadata-types folder. Each type has a brief readme with more details.

Overview

2GP - Second-generation packaging. Deployed with package install.

happy-soup - Your primary unpackaged metadata in a single repository. Deployed with source deploy or mdapi deploy.

isolated - An isolated repository for unpackaged metadata that is not deployed with the rest of happy-soup. Often requires additional deployment steps.

Metadata Primary Organisation
Apex Class 2GP
Test Suite 2GP
Apex Trigger 2GP
Audience isolated
Aura Definition Bundle 2GP
Custom Application happy-soup & 2GP1
Custom Field 2GP
Custom Labels 2GP
Custom Metadata 2GP
Custom Object 2GP
Custom Permission 2GP
Email 2GP / happy-soup1
Experience isolated
Flexi Page happy-soup
Flow 2GP
Group happy-soup
Layout happy-soup
Lightning Component Bundle 2GP
Navigation Menu isolated
Network isolated
Path Assistant happy-soup
Permission Set Group happy-soup
Permission Set happy-soup
Profile happy-soup
Queue 2GP / happy-soup1
Quick Action 2GP
Record Type 2GP / happy-soup1
Report Type happy-soup
Role happy-soup
Sharing Rule happy-soup
Sharing Set isolated
Standard Value Set happy-soup
Validation Rule 2GP
Workflow 2GP / happy-soup1

Footnotes

  1. See details for explanation 2 3 4 5

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