InsideOutbound

InsideOutbound.Demo.2.mp4

Setup

1. Clone this repo.
2. Make sure you've got npm and python3 installed on your machine.
3. Run these commands:

   cd client && npm i --legacy-peer-deps
   cd ../server && pip3 install -r requirements.txt
   

Run the app

This section assumes you're using VSCode.

1. Fire up ngrok:

   bash ./scripts/start_ngrok.sh
   

2. Create .env files in both client and server directories.
3. In client/.env, add these keys:
   • REACT_APP_API_URL
   • REACT_APP_BASE_URL
   • REACT_APP_CLIENT_ID
   • REACT_APP_CLIENT_SECRET
   • REACT_APP_STRIPE_PUBLISHABLE_KEY
4. In server/.env, add these keys:
   • SERVER_URL
   • REACT_APP_URL
   • DATABASE_URL
   • SECRET_KEY
   • CLIENT_ID
   • CLIENT_SECRET
   • SUPABASE_URL
   • SUPABASE_KEY
   • SUPABASE_PROJECT_ID
   • SUPABASE_JWT_SECRET
   • SUPABASE_ALL_USERS_PASSWORD
   • ENVIRONMENT
5. Update client/.env REACT_APP_BASE_URL to the ngrok forwarding address for localhost:3000.
6. Update server/.env REACT_APP_URL to the same ngrok forwarding address.
7. Start the client:

   cd client && npm run start
   

8. Add this launch.json entry to run the Flask app:

   {
     "name": "Python: Flask",
     "type": "debugpy",
     "request": "launch",
     "module": "flask",
     "console": "integratedTerminal",
     "env": {
       "FLASK_APP": "server/app.py",
       "FLASK_ENV": "development"
     },
     "args": ["run", "--host=localhost", "--port=8000", "--debug"],
     "jinja": true
   }

Login

Before you can login, you need to set up a Salesforce DevHub.

Setting up a Salesforce Devhub and Creating a Scratch Org

1-4 are one-time steps.

1. Sign up for a Salesforce Developer Account:

   • Go to https://developer.salesforce.com/signup
   • Fill out the form with your details
   • Click "Sign me up"
   • Check your email and verify your account

2. Enable DevHub in your org:

   • Log in to your new Salesforce org
   • Click on the gear icon (Setup) in the top right
   • In the Quick Find box, type "Dev Hub"
   • Click on "Dev Hub" under Setup
   • Toggle the switch to enable Dev Hub
   • Click "Enable" on the confirmation popup

3. Install Salesforce CLI:

   • Go to https://developer.salesforce.com/tools/sfdxcli
   • Download and install the appropriate version for your OS

4. Authenticate with your DevHub:

   • Open your terminal
   • Run: sf org login web -d -a DevHub
   • A browser window will open. Log in with your Salesforce credentials
   • Grant access to the Salesforce CLI

5. Create a Scratch Org:

   • In your terminal, navigate to your project directory
   • Create a project-scratch-def.json file with the following content:

     {
       "orgName": "Your Org Name",
       "edition": "Developer",
       "features": ["EnableSetPasswordInApi"],
       "settings": {
         "lightningExperienceSettings": {
           "enableS1DesktopEnabled": true
         },
         "mobileSettings": {
           "enableS1EncryptedStoragePref2": false
         }
       }
     }

   • Run: sf org create scratch -f config/project-scratch-def.json -a YourScratchOrgAlias -d 30

6. Set a password for your Scratch Org:

   • Run: sf org generate password -o YourScratchOrgAlias
   • Note down the username and password

7. Open your Scratch Org:

   • Run: sf org open -o YourScratchOrgAlias

Logging In to InsideOutbound

1. Go to the forwarding url for localhost:3000 in your browser. You should see a Login page.

2. Click "Login to Sandbox".

3. Use credentials from your sandbox sf org display -u <alias>

4. Click Login.

5. You'll land on the "Prospecting" tab.

Creating PRs

1. You can quickly create a PR against main:

   python3 /Users/nzozaya/Salesforce/io-webapp/scripts/create_pr.py
   

2. PRs should only have 1 commit on them. The suggested workflow is

   • Make many commits during development
   • When opening a PR, do git reset HEAD <commit-hash-before-your-work-started> or git reset HEAD~<number-of-commits-you-added>
   • When making changes in response to PR comments, do git commit --amend --no-edit && git push --force