Monday, December 14, 2015

Install MavensMate for Salesforce Admin IDE - a powerful client application for creating, modifying and deploying applications. But for some people, like my case, the IDE not really working smoothly with my office machine which is still with Windows 7 32-bit. In many times (often), it is just hang when try select more components to the project. Some other users said that Force.IDE is so clunky and finicky. The other user looks for faster IDE at getting metadata and more user friendly. Eclipse is slow to load and tends to get heap size limits with an org of bigger metadata size.

Recently I found another Open Source IDE for (it is free), it called MavensMate. As in their website now - it works with OSX (10.8+), Windows (Server 2008, Windows 7, Windows 8), and Linux (Ubuntu 14). Although it doesn't say Windows 10, but I just try and it works well.

I read a blog say MavensMate installation for OSX is a breeze, but not for Windows machine. I found myself takes sometimes to get this installed, the installation guide from the website is not really detail - MavensMate Getting Started.

Before I explain step by step to install MavensMate, for Salesforce Admin, IDE is not always just for developer, although it is mostly designed for that purpose. Example, with IDE you can easily search where a field used in the reports (of course not include reports in user personal folders).

1. Download Sublime Text
Use only version 3 (or above), download from here.

2. Install Package Control
Once you have Sublime Text installed successfully, go to this link to copy Python code to install Package Control to Sublime Text console.
From Sublime Text, open the console via the ctrl+` shortcut or the View > Show Console menu. Paste the Python code copied earlier and press enter, this will install Package Control. Monitor the console log until installation finish, this process should be very fast - less than 1 minute in my case.

3. Restart Sublime Text
You will need to close and open Sublime Text manually to finish Package Control installation.

4. Install MavensMate
- Open Package Control with Ctrl + Shift + P and type install 
- Select the Package Control : Install Package

- Type mavensmate and press enter 

Now, MavensMate should be installed in your Sublime Text. Next, you need to set the workspace for the user in MavensMate. Click on menu Mavensmate | Settings | User Settings, it will open mavensmate.sublime-settings. Set the path where you want to the mavensmate workspace as shown in the screenshot below.

Make sure the path is valid and user have full access to the path entered as workspace.

5. New MavensMate project
From menu MavensMate | Project | New Project... system, for unknown reason, system may ask you to update MavensMate, navigate to  MavensMate | MavensMate API (mm) | Update MavensMate API (mm). You need to close and open Sublime Text again.
Once this done, click new project again and it should open a web browser to enter Project name and login credential, you may need to click Advanced and Project Metadata tab to make sure all metadata you need is selected.

Based on Metadata selected upon project creation page, the metadata will be shown at the left side.

You also can Edit Project to add/remove metadata selection for the project.

From here, if you would like to search for something, example: a field name, right click on project name or Ctrl + Shift + F to open search window.

The search result will be shown in the find results, from: apex class, reports, object (including field, validation rule, help text), etc based on selected metadata.