DreamInvest Sample App

Read this blog post to learn more about the application.

Installation Instructions

1. Authenticate with your hub org (if not already done):

   sfdx force:auth:web:login -d -a myhuborg
   

2. Clone the dreaminvest repository:

   git clone https://github.com/ccoenraets/dreaminvest
   cd dreaminvest
   

3. Create a scratch org and provide it with an alias (nto):

   sfdx force:org:create -s -f config/project-scratch-def.json -a dreaminvest
   

4. Push the app to your scratch org:

   sfdx force:source:push
   

5. Assign the nto permission set to the default user:

   sfdx force:user:permset:assign -n dreaminvest
   

6. Open the scratch org:

   sfdx force:org:open
   

7. In Setup, type theme in the quick find box. Click Themes and Branding, and flip the toggle to hide background images in Lightning Experience.

8. Load sample data (Sectors):

   • In Setup, type Data Import in the Quick Find box and click Data Import Wizard.
   • Click Launch Wizard.
   • Click the Custom objects tab, click Sectors, and click Add New Records.
   • Drag sectors.csv from the data folder of this project to the upload area.
   • Click Next, Next, and Start Import.

9. Load sample data (Funds):

   • In Setup, type Data Import in the Quick Find box and click Data Import Wizard.
   • Click Launch Wizard.
   • Click the Custom objects tab, click Funds, and click Add New Records.
   • For Which Sector field in your file specifies the Master/Detail relationship?, select Sector Id (External ID).
   • Drag funds.csv from the data folder of this project to the upload area.
   • Click Next, Next, and Start Import.

10. In App Launcher, select the DreamInvest app

11. Click the Fund Explorer tab