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TODO.md

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TODO: Template Customization Checklist

After cloning this template repository, complete these steps to customize it for your project.

Repository & Project Info

  • Update sfdx-project.json:
    • Change package name from "Package Name Lib" to your package name
    • Update package version and versionName as needed
  • Update package.json:
    • Change name from salesforce-repo to your project name
    • Update description to describe your project

Documentation (website/)

Update VitePress Configuration

  • Update website/.vitepress/config.mts:
    • Change title from "Salesforce Template" to your project name
    • Update description to describe your project
    • Update base URL to match your repo name (e.g., /your-repo-name/)
    • Update sitemap.hostname to your documentation URL
    • Configure Google Tag Manager (currently commented out):
      • Get your GTM ID from Google Tag Manager
      • Uncomment GTM script tags in head section
      • Replace YOUR-GTM-ID with your actual GTM ID
    • Update socialLinks GitHub URL to your repository

GitHub Actions & CI/CD

Enable GitHub Pages

  • Go to repository Settings → Pages
  • Set Source to "GitHub Actions"
  • Save settings

Configure GitHub Secrets

  • For Private repositories only:
    • Add SFDX_AUTH_URL_DEVHUB secret
    • Add CODECOV_TOKEN secret

Branding & Assets

  • Add project logo
  • Update LICENSE file if needed (currently MIT)

Optional Enhancements

Repository Configuration

  • Configure Dependabot for dependency updates:
    • Create .github/dependabot.yml
  • Add CODEOWNERS file for automatic PR review assignments:
    • Create .github/CODEOWNERS
  • Set up branch protection rules:
    • Go to Settings → Branches → Add rule
    • Protect main branch
    • Require PR reviews
    • Require status checks

Issue & PR Templates

  • Update issue templates .github/ISSUE_TEMPLATE/feature_request.md
  • update pull request template .github/PULL_REQUEST_TEMPLATE.md

Additional Documentation

  • Add CHANGELOG.md for version tracking

GitHub Configuration

  • Settings → Pages: Enable GitHub Actions deployment
  • Settings → Secrets: Add SFDX_AUTH_URL_DEVHUB and CODECOV_TOKEN
  • Settings → Branches: Set up branch protection (optional but recommended)

Note: Once you've completed this checklist, delete this file and commit your changes.