Getting Started

Welcome to dx Mate. This guide will walk you through setting up your first project.

Prerequisites

  • A Salesforce org (Developer Edition, sandbox, or scratch 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 will appear in the visual panel

Create Your First Pipeline

Once your org is connected, you can create a deployment pipeline:

  1. Type: “Create a pipeline from dev to staging to production”
  2. Review the proposed pipeline in the visual panel
  3. Approve the configuration

That’s it. dx Mate handles the metadata analysis, dependency resolution, and deployment orchestration.