How to load data into a scratch org

Loading data into a Salesforce scratch org can be beneficial for various reasons. Firstly, it can enable developers to test their code with realistic data and configurations, identifying and fixing issues before deploying to production.

  • Published 22 Jan 2024
  • 6 mins read
How to load data into a scratch org
Table of contents
Article Highlights
  • The article discusses how loading data into scratch orgs is beneficial for testing and development, but also highlights the challenges such as time consumption, data privacy concerns, and limited storage capacity.
  • It introduces Hutte as a third-party tool that simplifies the process of loading data into scratch orgs, offering features like a visual web-based user interface, integrated Git hosting tools, and a pool of pre-created orgs for quick environment setup.
  • Emphasizes the importance of collaboration in managing scratch orgs, stating that Hutte facilitates code sharing, data loading, dependency management, and workflow optimization, leading to increased productivity and efficiency.

It can also replicate data from production in a non-production environment, facilitating testing and development without affecting the production environment. This can be especially useful for debugging issues or testing new features.

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Additionally, loading data into a scratch org can help ensure data consistency across different environments, allowing developers to work on the same dataset and avoid conflicts or inconsistencies.

But there are limitations to loading data into a scratch org, which include the following:

Loading data into a scratch org can be time-consuming

This can slow down the development process and impact developer productivity.

Loading sensitive or confidential Salesforce data into a scratch org can raise data privacy concerns

Developers must ensure that they are not violating data privacy laws or regulations and that the data is protected appropriately.

Scratch orgs have limited storage capacity in Salesforce

Loading large amounts of data can quickly exhaust the storage limits. Developers may need to consider data size and storage capacity when loading data into scratch orgs.

Loading data into a scratch org can also create inconsistencies between different Salesforce environments

This is especially true if the data in the scratch org is not kept up-to-date with the data in production or other environments. This can lead to confusion and errors in development and testing.

Loading data can require data manipulation and cleaning

Developers may need to spend significant time ensuring their data is correctly formatted and structured in Salesforce before loading it into a scratch org.

To address these cons, companies often use third-party tools, like Hutte, to simplify and enhance the capabilities of loading data into their scratch orgs.

Hutte enhances the functionality of your scratch orgs

Criteria

SFDX CLI

Hutte

Type of tool

A command-line interface.

A visual web-based user interface to SFDX.

User interface

Text-based.

Web-based visual Salesforce version control with scratch org and sandbox management.

Ease of use

Not accessible for developers who are new to CLI.

No need for code or CLI, making it easier for non-developers to use.

Integration

Requires installation of SFDX CLI.

No installation required.

Visual Git integration

No visual Git integration.

Web-based visual Git integration with GitHub and Azure hosting, allowing line-by-line comparison of changes.

Custom commands

Custom commands require manual entry.

Custom commands can be exposed in a custom button on the Hutte interface.

Dependency management

Dependencies and configurations must be managed manually.

No need for manual dependency management, as Hutte is an all-in-one platform for Salesforce version control.

Performance

Performance may be affected due to connectivity restraints.

No performance issues.

Target user group

Experienced developers who are comfortable with command-line interfaces.

Non-developers who prefer a graphical user interface, and experienced developers who prefer visual tools.

When using Hutte's YAML push script, you can define what happens when scratch orgs and development environments are spun up.

You can also execute any arbitrary amount of code. Additionally, you can push data or metadata using native SFDX within your script.

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One of the many benefits of using Hutte is that you don't need to install or learn Git, as our UI already has integrated recipes on Git hosting tools.

Furthermore, you can pull and export your data.

Everything is generated and integrated with Hutte, so there's no need to reproduce any data.

To try out Hutte, start a free 30-day trial or check out our demo.

In this article, we'll explain how to load data into a scratch org and manage it with Hutte.

Enjoy a collaboration-friendly environment for your scratch org creation

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Using the "New scratch org" button, multiple users can create their own scratch orgs, which the team can access collectively.

​​With Hutte, you can select a Git branch from which you want to create your environment and name it. All your scratch orgs will be stored in one place, allowing you to view a historical overview or project snapshots, apps, and codebases created in Git.

This feature is especially helpful for teams that want to collaborate and contribute to each other's work.

Without Hutte, relying solely on CLI can be challenging. However, with Hutte, you can easily:

  • Load data
  • Make changes to the latest state of your source
  • Implement new features
  • Ship them to Git.
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Once integrated with Hutte, developers can load the data on the scratch orgs page rather than manually telling the team that they have provisioned an environment. The team can find the branch by clicking "New scratch orgs," creating a scratch org from that branch, and viewing it in their list of scratch orgs.

You won't need to run the code locally or worry about blocking your machine, as it will run asynchronously on Hutte's infrastructure. When your scratch org is ready, you can log in and test it without affecting other users' data.

Essentially, Hutte empowers users to manage and select their own environments easily, simplifying the scratch org data loading process.

Take from the pool

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Hutte provides a pool of pre-created orgs, allowing you to quickly and easily spin them up without any wait time. By selecting a scratch org from the pool, you can further speed up the process when you need an environment from the latest state of your source. 

To claim a pool, select "Take from the pool" and enter the desired pool name. To customize your pool, go to "Settings" and adjust its size and duration.

This feature allows you to adjust the size of your pool according to your needs, providing flexibility and control over your resources and data.

Hutte’s Jira plugin

If you use Jira, you will find a corresponding work item. Hutte's Jira plugin can then identify scratch orgs referencing the same name as your work item (or issue).

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As a product manager, you can leave a comment for the developer who worked on the scratch org you selected. This feature facilitates collaboration without interfering with or overriding the work done by a developer.

Hutte is truly one of the best tools that we use. Product owners, Salesforce solution architects, business analysts — anyone on our team can easily and visually accomplish the tasks that would otherwise take a lot of clicks, time, and coding.
Sebastian Lechner
Product Management Director of IPfolio

Loading data into a scratch org made simple

Although scratch orgs are meant to be individual workspaces for exploring and testing features in isolation, working collaboratively can help overcome various challenges.

Issues such as configuration management, data loading management, and managing multiple scratch orgs become more efficient and streamlined with collaboration.

Collaboration also enables:

  • Code sharing
  • Data loading
  • Dependency management
  • Workflow optimization.

These factors lead to increased productivity and efficiency.

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With Hutte, teaming up with others simplifies scratch org data and enhances the development process.

Sign up for Hutte

Last updated: 11 Jul 2024