Getting Started

Welcome to dx Mate. This guide walks you through connecting an org, backing it with git, and promoting your first change through a pipeline.

Prerequisites

  • A Salesforce org (Developer Edition, sandbox, or production)
  • Optionally, a git repository — or let dx Mate create one from your org
  • A dx Mate account (sign up at app.dxmate.co)

Connect Your First Org

  1. Open the dx Mate conversation panel
  2. Type: “Connect my Salesforce sandbox”
  3. Follow the OAuth flow to authorize dx Mate
  4. Your org appears in the visual panel

Back Your Work With Git

dx Mate treats git as the source of truth for every change. You can either connect an existing repo or bootstrap one from your org:

  • Connect a repo: “Connect my git repository” and provide the URL and credentials.
  • Start from production (brownfield): “Initialize a repo from my production org” — dx Mate retrieves your metadata, converts it to source format, and commits it as your main baseline.

Create Your First Pipeline

  1. Type: “Create a pipeline from dev to QA to production”
  2. Choose how each stage is backed — an on-demand scratch org or a static sandbox
  3. Review the proposed pipeline in the visual panel and approve it

Assemble and Promote a Change Bundle

A change bundle is the unit you move through the pipeline:

  1. Type: “Create a bundle for my new feature from branch feature/quotes” (or assemble one from an org’s changes — dx Mate commits them to the bundle’s branch)
  2. Type: “Promote my bundle to QA” — dx Mate provisions or resolves the target org, deploys the bundle’s source, and shows live progress
  3. Ask “where’s my feature?” at any time to see which stage each bundle is at

That’s it. dx Mate handles metadata analysis, dependency resolution, scratch-org provisioning, and deployment orchestration — and when a bundle reaches a release stage, it’s promoted as an immutable unlocked package version.