Step-By-Step Guide to Configure Force.com IDE with Eclipse

Step-By-Step Guide

To Install & Configure Force.com IDE on Eclipse

Ver 1.0 Updated on 31-Dec-2014

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Step By Step Guide to Install & Configure Force.com IDE on Eclipse - http://www.asagarwal.com/2395/step-by-step-guide-to-install-configure-force-com-ide-on-eclipse

http://www.asagarwal.com/2395/step-by-step-guide-to-install-configure-force-com-ide-on-eclipse


Ingredients

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You will need the following to configure Force.com IDE with Eclipse ■ Salesforce Enterprise Edition or above Or ■ Salesforce Developer Edition

■ Sign up for Free at https://developer.salesforce.com/

https://developer.salesforce.com/


Using This Guide

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A couple of standards/conventions have been followed in this guide. Here is what they mean

Text with Red Background

Text with Yellow Background

1. Text with White background, red border and a number. In a callout

format

Text with Green Background

Important information. Take a closer look and follow as advised. You may not be able to complete the guide successfully if you miss these instructions

General explanation/information to support actions mentioned on the slide. Will assist you in understanding what is being done and why

Actions that you need to follow to configure. Carry out these steps in the order of their serial number.

Appears on the bottom bar of the page on right hand side. Provides information on the Hardware and Software currently being used


Steps Overview

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➡ Verify Java version installed on your Computer ■ Install Java (if required) ■ Install Eclipse ■ Install Force.com IDE in Eclipse ■ Connect to Salesforce Org from Force.com IDE ■ Use Force.com IDE


Verify Java Version

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1. Click on Applications

Mac OS X Yosemite 10.10


Verify Java Version

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1. In Applications, scroll down the window and click on Utilities



Verify Java Version

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1. Click on Terminal



Verify Java Version

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1. Type the command “java -version” to check the version of java installed

on your computer

2. Note the version of java. Here I have version

1.6.0_65

3. Minimise the window. We will

check the version again after

installing latest version of java



Steps Overview

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✓ Verify Java version installed on your Computer ➡ Install Java (if required) ■ Install Eclipse ■ Install Force.com IDE in Eclipse ■ Connect to Salesforce Org from Force.com IDE ■ Use Force.com IDE


Install Java

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1. Navigate to URL https://developer.salesforce.com/page/Force.com_IDE

to get the latest download links to software

Google Chrome on Mac

2. Click on link ‘Force.com IDE installation instructions’

https://developer.salesforce.com/page/Force.com_IDE


Install Java

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1. Review the pre-requisite section for IDE installation. Here note that we need Java 7 but I

have Java 6 installed on my computer. I will need to install Java 7 or above


2. Open the Java download link on a separate tab


Install Java

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1. Click on the link to download to JDK



Install Java

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1. Click on Accept License Agreement



Install Java

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1. Click on the link to download the applicable version for your platform. Here I am downloading java for Mac OS X x64



Install Java

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1. Select the folder to download the JDK


2. Click Save


Install Java

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1. Open Finder and navigate to the location where JDK installer was downloaded

2. Double click on file to install Java



Install Java

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1. Double-click on icon to install



Install Java

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1. Click Continue



Install Java

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1. Click Install



Install Java

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1. If prompted, enter your computer user password and

click ‘Install Software’



Install Java

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1. Click ‘Close’



Install Java

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1. Back in the terminal window, type the command “java -version” to check

the java version again

2. Now you should see the latest version of java

installed on your computer



Steps Overview

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✓ Verify Java version installed on your Computer ✓ Install Java (if required) ➡ Install Eclipse ■ Install Force.com IDE in Eclipse ■ Connect to Salesforce Org from Force.com IDE ■ Use Force.com IDE


Install Eclipse

25Google Chrome on Mac

1. Once java is installed, let’s now install Eclipse. You can install either of the two distribution of

eclipse. Here I am installing Eclipse Kepler 4.3. As mentioned here, we will be downloading ‘Eclipse IDE for Java Developers’. Open the URL in a new

tab


Install Eclipse


1. Click on link ‘Eclipse IDE for Java Developers’


Install Eclipse


1. Click on downlink for your platform. For me its

Mac OS X 64-bit


Install Eclipse


1. Select the folder where you want to save the file

2. Click ‘Save’


Install Eclipse

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1. Once downloaded, navigate to the location where the software

was downloaded

2. Double click to uncompress the file



Install Eclipse

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1. Uncompressing the file will create a folder with the name ‘eclipse’. If so desired, move

this folder to another location on your computer. This folder is the installation location of eclipse on your computer.



Run Eclipse

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1. To run eclipse, double click on the ‘eclipse’ folder



Run Eclipse

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1. Double click the file name ‘eclipse’ of type ‘Application’



Run Eclipse

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1. If prompted, click Open



Run Eclipse

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1. Specify the location where you want to keep all your project files (e.g. program source

codes). Create a new folder if desired.

2. Click OK



Steps Overview

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✓ Verify Java version installed on your Computer ✓ Install Java (if required) ✓ Install Eclipse ➡ Install Force.com IDE in Eclipse ■ Connect to Salesforce Org from Force.com IDE ■ Use Force.com IDE


Install Force.com IDE in Eclipse

36Eclipse Kepler on Mac

1. Next, we will install Force.com IDE in eclipse. In the eclipse menu, click on Help -> Install New

Software



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1. Click ‘Add’

Eclipse Kepler on Mac



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1. Enter name as ‘Force.com IDE’ and the URL as specified in the installation guide. As of today the URL is http://media.developerforce.com/force-ide/eclipse42,

but it is always better to check for the latest URL at https://developer.salesforce.com/page/Force.com_IDE_Installation . Click OK


http://media.developerforce.com/force-ide/eclipse42

https://developer.salesforce.com/page/Force.com_IDE_Installation



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1. Check the checkbox for Force.com IDE

2. Click Next




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2. Click Next




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1. Accept the License Agreement

2. Click Finish




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1. Installation of Force.com.com IDE will start. Wait for the next screen to appear




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1. When prompted, click ‘Yes’ to restart eclipse




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1. Specify the workspace

2. Click OK



Steps Overview

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✓ Verify Java version installed on your Computer ✓ Install Java (if required) ✓ Install Eclipse ✓ Install Force.com IDE in Eclipse ➡ Connect to Salesforce Org from Force.com IDE ■ Use Force.com IDE


Switch to Force.com IDE Perspective

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1. To open Force.com IDE in eclipse, click on Window -> Open

Perspective -> Other




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1. Select Force.com

1. Click OK




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1. Click on Force.com icon




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1. Hover your mouse at the corner of Force.com IDE window and drag it to bottom

right corner to maximise the window



Connect to Salesforce Developer Org

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1. Right click in a blank area under the Package Explorer, click New -> Force.com

Project




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1. Give a name of your project. The name should clarify the Salesforce Org that you will

be connecting to.

2. Enter the Salesforce username

3. Enter your password and security token. For example say if your password is “SalesforceIDE”

and security token is “YbNPBm9jAtpR5xw3zJOggWHI" then enter

SalesforceIDEYbNPBm9jAtpR5xw3zJOggWHI here

4. Select the Salesforce environment that you are connecting to. E.g. Production Org or

Developer Org or Sandbox

5. Click Next

Please make sure that you specify all the connection

details properly on this window, otherwise you will not be able to

connect to Salesforce




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1. IDE will connect to the Salesforce Org and fetch all Metadata details. Wait for the next screen to to

appear




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1. Check ‘Selected metadata components’ and click Choose to retrieve all the metadata

components from the Salesforce Org




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1. For any Warning window, just take note of it and click OK




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1. Click ‘Select All’ to select all the metadata

components in your Salesforce Org

1. Click OK




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2. Click Finish

1. All components selected in the previous window is

displayed here




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1. All the selected metadata components will be downloaded on your computer.

Depending on your Internet speed and the size of metadata in your Salesforce org, this may take a few minutes. Wait for the next screen



Steps Overview

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✓ Verify Java version installed on your Computer ✓ Install Java (if required) ✓ Install Eclipse ✓ Install Force.com IDE in Eclipse ✓ Connect to Salesforce Org from Force.com IDE ➡ Use Force.com IDE


Use Force.com IDE

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2. All the different metadata components in your

Salesforce Org are listed under the ‘src’ tree

1. To view the metadata expand the project folder and ‘src’ folder by clicking on

the arrow beside it.



Use Force.com IDE

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1. For example to view the Apex classes in your Salesforce org, expand src -> classes -> and double-click on the class

name. The class code will be displayed in the middle window. You can modify the code and save it back to your Salesforce org, there by using this IDE for your Salesforce development

purpose



Use Force.com IDE

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1. To run SOQL queries, in your Salesforce

org, double click on salesforce.schema in the

left sidebar

2. Enter the SOQL query here

3. Use this pane to list all standard or custom

objects in your Salesforce org and

select fields for SOQL Query

5. Output of SOQL Query will be displayed

here

4. Click ‘Run Me’ to run the query



Use Force.com IDE

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1. Click on Eclipse -> Quit Eclipse to exit from

Eclipse



Steps Overview

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✓ Verify Java version installed on your Computer ✓ Install Java (if required) ✓ Install Eclipse ✓ Install Force.com IDE in Eclipse ✓ Connect to Salesforce Org from Force.com IDE ✓ Use Force.com IDE


Leave Your Feedback

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Hope you were able to install and configure Eclipse & Force.com IDE successfully following this guide.

Please do not forget to leave your comments, feedback and suggestions on my blog at URL http://www.asagarwal.com/2395/step-by-step-guide-to-install-configure-force-com-ide-on-eclipse.

If you got stuck anywhere and were able to resolve the issue, mention that as a comment on the blog post so that others can benefit from your experience

http://www.asagarwal.com/2395/step-by-step-guide-to-install-configure-force-com-ide-on-eclipse


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Step-By-Step Guide to Configure Force.com IDE with Eclipse

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