Computer Setup Guides for Trailhead Academy Courses

Many of our expert-led courses require a few things to be installed on your computer in order to be able to fully participate in the course. Find your upcoming course below and follow the steps provided. If at any point you’re struggling with computer setup, contact your IT department for support or log a case for assistance.

Please complete these steps prior to attending the course as your instructor will be unable to start the course until all participants have finished their computer setup. Please note that if your course content is not specified below, all you will need is an internet browser!

Contents

Essentials for New Lightning Experience Administrators (ADX201)

Step 1: Select a Default Browser

1. Start by downloading one of the following browsers:
   1. Chrome or Firefox (review the Considerations for Mozilla Firefox Salesforce Help article)
2. Confirm all possible outstanding browser updates are made and that a desktop shortcut is created

Step 2: Dataloader.io

1. During the training, the instructor will share the link to access dataloader.io
   1. Note: Participants will receive Salesforce credentials to login into dataloader.io

Step 3: Your computer is set up and ready for the course!

Administer, Extend, and Automate Salesforce (ADX211) 

Step 1: Select a Default Browser

1. Start by downloading one of the following browsers:
   1. Chrome or Firefox (review the Considerations for Mozilla Firefox Salesforce Help article)
2. Confirm all possible outstanding browser updates are made and that a desktop shortcut is created

Step 2: Install JRE

1. To install JRE go here and accept the agreement and click the link for your operating system
2. Click the Install button to accept the license terms and to continue with the installation
   1. Make sure the desired programs are selected for download
3. Click the Next button to continue the installation
4. Dialog boxes will confirm the last steps of the installation process
5. Click Close on the last dialog box

Keep in mind that you may need to restart (close and re-open) your browser to enable the Java installation in your browser. To test that Java is installed and working properly on your computer, go to this link.

Step 3: Your computer is set up and ready for the course!

Design and Build Integration Solutions (ARC101) 

Step 1: Select a Default Browser

1. Start by downloading one of the following browsers:
   1. Chrome or Firefox (review the Considerations for Mozilla Firefox Salesforce Help article)
2. Confirm all possible outstanding browser updates are made and that a desktop shortcut is created

Step 2: Install Postman

1. Download the Postman API Platform app here

Step 3: Verify you have a working Trailhead Login

Step 4: Your computer is set up and ready for the course!

Manage and Merchandise a B2B Commerce Store (B2B110) 

Step 1: Select a Default Browser

1. Start by downloading one of the following browsers:
   1. Chrome or Firefox (review the Considerations for Mozilla Firefox Salesforce Help article)
2. Confirm all possible outstanding browser updates are made and that a desktop shortcut is created

Step 2: Your computer is set up and ready for the course!

B2C Commerce Developer with SFRA (CCD102) 

Step 1: Select a Default Browser

1. Start by downloading one of the following browsers:
   1. Chrome or Firefox (review the Considerations for Mozilla Firefox Salesforce Help article)
2. Confirm all possible outstanding browser updates are made and that a desktop shortcut is created

Step 2: Install Visual Studio Code (VSC)

1. Go to here to download Visual Studio Code
2. Follow the instructions for your operating system to install.
   1. Note, for PC users, a portable version of Visual Studio Code is recommended. Navigate to alternative downloads to follow the instructions for your operating system to install.
3. Launch Visual Studio Code
4. Click on the Visual Studio Code icon
5. Select File and then New Window

Please note, do not open the workspace.

Step 3: Install/Update Prophet Debugger

1. In Visual Studio Code, click the View menu then choose Extensions
2. Search Prophet Debugger in the search box
3. Click Install (or Update) for the Prophet Debugger result

Step 4: Your computer is set up and ready for the course!

Please ensure you have all the required tools installed prior to Day 1:

• Visual Studio Code
• Java JDK or another source based on your preference
• Postman
• Node.js

Please note, you will need a GitHub account for the course. If you don’t already have an account, you can sign up for free. Once you have your account you need to enable two factor authentication (2FA). It’s easy to do and you can use the Salesforce Authenticator App for your 2FA. You need Salesforce Authenticator for B2C Commerce Cloud login.

Develop a B2C Composable Storefront (B2C201)

To complete the exercises in the B2C Composable Storefront course, you require:

If you don’t have these, follow the steps below to install them.

Step 1: Select a Default Browser

1. Start by downloading either Chrome or Firefox (review the Considerations for Mozilla Firefox Salesforce Help article).
2. Confirm all possible outstanding browser updates are made and that a desktop shortcut is created.

Step 2: Install Node.js v20 or later and npm v10 or later.

1. It is important that you are using the correct versions of Node.js and npm. Follow these instructions for checking the versions of npm and Node.js you have installed, and for updating them if required.

Step 3: Install Visual Studio Code (VSC)

1. Go here to download Visual Studio Code
2. Follow the instructions for your operating system to install. Note: For PC users, a portable version of Visual Studio Code is recommended. Navigate to alternative downloads to follow the instructions for your operating system to install.

Step 4: Install Postman

1. Go here to download Postman. Follow the instructions for your operating system to install.
2. If you are unable to install Postman due to computer security, it may be possible to set up a free web account. Go to postman.com to sign up.

Step 5: Install the React Developer Tools Chrome extension

1. Go to the React Developer Tools page in the Chrome Web Store.
2. Select Add to Chrome. In the dialog Add React Developer Tools, select Add extension.

Please note, you will need a GitHub account for the course. If you don’t already have an account, you can sign up for free.

Your computer is set up and ready for the course!

Manage and Merchandise a B2C Commerce Cloud Storefront (CCM101)

Step 1: Select a Default Browser

1. Start by downloading one of the following browsers:
   1. Chrome or Firefox (review the Considerations for Mozilla Firefox Salesforce Help article)
2. Confirm all possible outstanding browser updates are made and that a desktop shortcut is created

Step 2: Install the Salesforce Authenticator App on your smart device

1. The sandbox will have mandatory multi-factor authentication (MFA) enabled. Install the Salesforce Authenticator App to handle multi-factor authentication (MFA)
   1. Android or iOS

Step 3: Your computer is set up and ready for the course!

Build Applications Programmatically on the Salesforce Platform (DEX450)

Step 1: Download and install Google Chrome

1. Download and install Google Chrome and make it your default browser.
   1. If Chrome is already installed on your computer, please make sure that it is set as your operating system's default browser so the CLI commands will default to use it
2. Pin it to your Windows taskbar or Mac dock for easy access during the course.

Step 2: Download and install the Salesforce CLI

1. Download and install the Salesforce CLI
2. Consult the Salesforce DX Setup Guide if you need help installing it
3. After installation, run the following command: sf update to verify that you are on the latest version of the CLI (this may take several minutes to complete if an update is needed)

If you receive a message that says "sf is not recognized as an internal or external command, operable program or batch file,” you must manually add the Salesforce CLI to your PATH environment variable. If you’re not sure how to do this, please contact your IT department for support.

Step 3: Set Up Visual Studio Code

1. Follow the instructions in this Trailhead module to complete the installation and initial set up of Visual Studio Code.

Step 4: Install 7-zip (Windows Only)

1. If your Windows computer does not allow you to unzip files, please download and install 7-zip.

 Your computer is set up and ready for the course!

Programming Lightning Web Components (DEX602)

Step 1: Download and install Google Chrome

1. Download and install Google Chrome and make it your default browser
   1. If Chrome is already installed on your computer, please make sure that it is set as your operating system's default browser so that the CLI commands that open a web browser will use it

       2. Pin it to the Windows taskbar or Mac dock for easy access during the course

Step 2: Download and install the Salesforce CLI

1. Download and install the Salesforce CLI
   1. Consult the Salesforce DX Setup Guide if you need help installing it
2. After installation, run the following command: sf update to verify that you are on the latest version of the CLI (this may take several minutes to complete if an update is needed)

If you receive a message that says “sf is not recognized as an internal or external command, operable program or batch file,” you must manually add the Salesforce CLI to your PATH environment variable. If you’re not sure how to do this, please contact your IT department for support.

Step 3: Set Up Visual Studio Code

1. Follow the instructions in this Trailhead module to complete the installation and initial set up of Visual Studio Code.

Step 4. Download and install Git
Mac:

1. Mac users usually already have Git because it comes with the operating system. Run the following command from a Terminal to confirm that it is already installed. If it reports command not found, install Git using the OS X installer here.

git —version

Windows:

1. Download and install Git
2. Follow the installation guidelines below unless you have good reasons to choose other options (ie. your IT team may have suggested other settings if you already use Git.)
3. In the Select Components section, check every box
4. In the Default Editor section, select "VS Code"
5. On the Adjusting your PATH environment section, select Git from the command line and also from 3rd party software
6. On the HTTPS section, select OpenSSL
7. On the Line conversion section, select Checkout Windows-style, commit Unix-style line endings
8. On the Terminal emulator section, select MinTTY
9. On the Extra options section, mirror the selections below:
   1. [X] Enable file system caching
   2. [X] Enable Git credential Manager
   3. [ ] Enable symbolic links
   4. On the Experimental section, leave checkboxes blank.

Step 5: Configure Git

1. Execute these commands in the Command Prompt (Windows) or Terminal (Mac), replacing the values with your own credentials:
   1. git config —global user.email “you@example.com”
   2. git config --global user.name "Your Name"

Step 6: Install GitLens

1. Open VS Code
2. View the VS Code extensions:
   1. Search for GitLens — Git supercharged
   2. Click Install and wait for the installation of the extension pack to complete

Step 8: (Windows Only): Install 7-zip

1. If your Windows computer does not allow you to unzip files, please download and install 7-zip.

Your computer is set up and ready for the course!

Get Started with Data 360 and Tableau Next (SDC013)

Step 1: Select a Default Browser

1. Start by downloading one of the following browsers:
   1. Chrome or Firefox (review the Considerations for Mozilla Firefox Salesforce Help article).
2. Confirm all possible outstanding browser updates are made and that a desktop shortcut is created.

Your computer is set up and ready for class!

Training Room / Computer Requirements

General Requirements

1. Room Requirements

• • High-quality projector connected to instructor’s laptop and a screen that is visible to all attendees. (Typically, training materials are projected at the front of the room behind the instructor.) Our slide decks are in 16x9 format.
  • Notepads and pens for all attendees
  • Whiteboard/flipchart and pens

1. IT Support Resources

• • An onsite IT resource should be available, in person, on the first day of the course to confirm the instructor’s ability to connect to the Internet, especially where a proxy will be used
  • An onsite IT resource must be available to troubleshoot any problems with facilities or Internet access for the duration of the training; loss of Internet access for an extended period of time may prevent the instructor from finishing all the course content by the end of the course

1. Internet Connectivity Requirements

• • Reliable, high-speed Internet access for all users and the instructor (at Least 50Mbps)
  • Instructor will need access to the Internet from their own PC with a nearby power socket
  • If using a proxy, please complete the following:
    1. Provide all necessary information for the instructor to be able to use the proxy
    2. Ensure the instructor and all users are authorized to use this proxy
    3. Ensure proxy will authorize connection to Salesforce.com domain

1. Per-Attendee Hardware Requirements

• • Each attendee must have a laptop/PC modern enough to run Salesforce 2.2. We recommend attendees have a second device (personal laptop, tablet, or monitor) to view and take notes in their Ebook during session.

1. Per-Attendee Software Requirements and Configuration 3.1. Operating System:

• • If creating an image, we recommend Windows 10 and only the latest version of Chrome should be used.
  • We recommend all patches for the chosen O/S are installed. 3.2. Attendees need to be able to save files to the desktop.

Browsers and configuration - please provide one of the following browsers:

1. Firefox : Complete the configuration for Firefox
2. Chrome : Set Chrome as the default browser

For each browser, ensure all patches are installed and that a desktop shortcut is created.

Have questions?
Please review Browser Recommendations and Requirements and Device and Browser Best Practices articles for more information.

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