Create a Scratch Org

Enable Dev Hub

Prodly requires users to have Dev Hub enabled before creating a Scratch Org. Follow these steps to enable Dev Hub:

1. Visit Setup in your Control Org
2. Use the Quick Find Box to search for Dev Hub
3. Set the toggle to enabled on ”Enable Dev Hub”

Identify an Org Shape

Scratch Orgs are based off of an Org Shape. An Org Shape is used in Scratch Org creation by replicating the baseline setup of a source org without the extraneous data and metadata. It can include Features, Metadata API Settings, Edition, Limits, and Licenses. Refer to Salesforce documentation for more information: https://developer.salesforce.com/docs/atlas.en-us.sfdx_dev.meta/sfdx_dev/sfdx_dev_shape_intro.htm

Users must add their 15-digit control org Id listed as an Org Shape in the Production org they wish to use as the source for their scratch org shape.

Follow these steps to identify an Org Shape:

1. Login to your Source org
2. Visit Setup
3. Search for ”Scratch Orgs”
4. Select the toggle for Enable Org Shape for Scratch Orgs
5. List your 15 digit control org Id (Dev Hub must be enabled in your control org)
6. Select Save

Choosing Your Creation Method: Template vs. Manual

Prodly offers two methods for the creation of Scratch Orgs:

• Using a Change Type (Recommended): This is the preferred method for creating consistent, reusable environments. Change Types act as templates where you can pre-define the packages, metadata, and data for your scratch org, allowing for one-click creation. For detailed instructions, refer to the Change Types documentation.
• Manual Creation: Use this method when you need to create a unique, one-time scratch org without saving the configuration as a reusable template. The steps for this process are detailed below.