SalesforceLabs · TMTrevisan · Mar 3, 2026
diff --git a/README.md b/README.md
@@ -1,12 +1,73 @@
-# README
-
-# Prerequisites 
-1. LSC4CE Org with 2GP package installed is available
-2. Org must have the permission set licenses "Health Cloud Starter" and "Life Science Commercial"
-
-# Steps to load data into Org
-1. Clone the repo “https://github.com/SalesforceLabs/LSStarterConfig.git” to local on a laptop
-2. Open the SFDX project “LSStarterConfig” in Visual Studio Code
-3. Authorize the LSC4CE Org and connect to the Org.
-4. Open Terminal in Visual Studio Code and run the command “npm install” from "LSStarterConfig" folder
-5. From Terminal in Visual Studio Code run the command "sh Scripts/sh/data_load.sh" from "LSStarterConfig" folder
+# LS Starter Config
+
+This repository contains the starter configuration records, profiles, and trigger handlers necessary to initialize a Life Sciences Cloud org or sandbox.
+
+## Prerequisites
+
+Before deploying this package to your org, ensure your environment is set up correctly:
+
+1.  **Target Org Requirements:**
+    *   A Life Sciences Cloud (LSC4CE) Org with the 2GP package installed.
+    *   The org MUST have the following permission set licenses available:
+        *   `Health Cloud Starter`
+        *   `Life Science Commercial`
+2.  **Local Environment Requirements:**
+    *   [Salesforce CLI (`sf`)](https://developer.salesforce.com/tools/salesforcecli) installed.
+    *   [Node.js and npm](https://nodejs.org/en) installed.
+    *   *(Mac/Linux only)* `jq` installed (`brew install jq` or `apt-get install jq`).
+
+---
+
+## Deployment Steps
+
+Choose the appropriate tab below depending on your operating system (Mac/Linux vs. Windows).
+
+### 1. Authorize Your Org
+First, authenticate the Salesforce CLI with the exact org where you wish to deploy these configurations. 
+
+**For Production:**
+```bash
+sf org login web --set-default
+```
+
+**For Sandboxes:**
+```bash
+sf org login web -r https://test.salesforce.com --set-default
+```
+*(Follow the browser prompts to log in and allow CLI access).*
+
+### 2. Install Dependencies
+Install the local tooling required to deploy the project (like Prettier and testing frameworks):
+```bash
+npm install
+```
+
+### 3. Run the Data Loader Script
+This script will deploy the custom profile, seed metadata framework records, push configuration records, and activate all necessary trigger handlers.
+
+**Mac / Linux:**
+```bash
+sh Scripts/sh/data_load.sh
+```
+
+**Windows (PowerShell):**
+```powershell
+.\Scripts\ps1\data_load.ps1
+```
+
+---
+
+## Troubleshooting
+
+### Error: `Unknown user permission: EnableCommunityAppLauncher`
+If your deployment fails loudly on the `LSC Custom Profile` step stating that `EnableCommunityAppLauncher` is an unknown user permission, this means your specific org shape does not support this permission.
+
+**Fix:** 
+1. Open `PackageComponents/profiles/LSC Custom Profile.profile-meta.xml`.
+2. Locate the `<userPermissions>` block containing `<name>EnableCommunityAppLauncher</name>` (around line 93).
+3. Delete that entire block.
+4. Re-run the data loader script.
+
+### Warnings: `DUPLICATE_VALUE` on tree import
+During step 3 (Data Loader), you may see a table of errors stating `duplicate value found: Name duplicates value on record with id...`.
+This is **safe to ignore**. It simply means that your org already contains the standard Life Sciences metadata categories provided by the package, so the CLI skipped recreating them.
diff --git a/Scripts/ps1/activate_trigger_handlers.ps1 b/Scripts/ps1/activate_trigger_handlers.ps1
@@ -0,0 +1,213 @@
+<#
+.SYNOPSIS
+Activates/Deactivates LifeScienceTriggerHandler records by DeveloperName.
+
+.DESCRIPTION
+- Uses the Tooling API for setup entity updates (no REST calls).
+- Accepts names via -Names or -File. If none provided, extracts DeveloperName values
+  from TriggerHandlers.ts in the current directory.
+
+# Requirements: Salesforce CLI (sf or sfdx)
+
+.EXAMPLE
+.\activate_trigger_handlers.ps1 -org myAlias -names "HandlerA,HandlerB"
+.\activate_trigger_handlers.ps1 -org myAlias -file handlers.txt
+.\activate_trigger_handlers.ps1 -org myAlias
+#>
+
+param (
+    [string]$org = "",
+    [string]$names = "",
+    [string]$file = "",
+    [string]$apiVersion = "65.0",
+    [switch]$deactivate,
+    [switch]$verboseOut
+)
+
+$ErrorActionPreference = "Stop"
+
+# Use sf if available, fallback to sfdx
+$sfCli = "sf"
+if (-not (Get-Command $sfCli -ErrorAction SilentlyContinue)) {
+    $sfCli = "sfdx"
+    if (-not (Get-Command $sfCli -ErrorAction SilentlyContinue)) {
+        Write-Error "Salesforce CLI (sf or sfdx) not found"
+        exit 1
+    }
+}
+
+# --- 1. Get Authentication Info ---
+function Get-OrgAuth {
+    param([string]$orgAlias)
+
+    $authJson = ""
+    if ($sfCli -eq "sf") {
+        if ([string]::IsNullOrWhiteSpace($orgAlias)) {
+            $authJson = sf org display --json
+        } else {
+            $authJson = sf org display --json --target-org "$orgAlias"
+        }
+    } else {
+        if ([string]::IsNullOrWhiteSpace($orgAlias)) {
+            $authJson = sfdx force:org:display --json
+        } else {
+            $authJson = sfdx force:org:display --json -u "$orgAlias"
+        }
+    }
+
+    return $authJson | ConvertFrom-Json
+}
+
+Write-Host "Retrieving Org Authentication..."
+$authObj = Get-OrgAuth -orgAlias $org
+
+$accessToken = $authObj.result.accessToken
+$instanceUrl = $authObj.result.instanceUrl
+
+if ([string]::IsNullOrEmpty($accessToken) -or [string]::IsNullOrEmpty($instanceUrl)) {
+    Write-Error "Could not retrieve access token or instance URL. Ensure you are logged into a default org or provide -org."
+    exit 1
+}
+
+if ($verboseOut) {
+    Write-Host "Instance URL: $instanceUrl"
+    Write-Host "API Version: $apiVersion"
+}
+
+
+# --- 2. Determine Developer Names to Process ---
+$developerNames = @()
+
+if (-not [string]::IsNullOrWhiteSpace($names)) {
+    $developerNames = $names -split ',' | ForEach-Object { $_.Trim() } | Where-Object { $_ -ne '' }
+} 
+elseif (-not [string]::IsNullOrWhiteSpace($file)) {
+    if (-not (Test-Path $file)) {
+        Write-Error "File not found: $file"
+        exit 1
+    }
+    $developerNames = Get-Content $file | ForEach-Object { $_.Trim() } | Where-Object { $_ -ne '' }
+} 
+else {
+    # Default behavior: parse TriggerHandlers.ts
+    Write-Host "No -names or -file provided. Parsing DeveloperName from TriggerHandlers.ts..."
+    $tsPath = "TriggerHandlers.ts"
+    if (-not (Test-Path $tsPath)) {
+       # Assume it might be executed from the root, try that path. 
+       $tsPath = "TriggerHandlers\TriggerHandlers.ts"
+    }
+
+    if (Test-Path $tsPath) {
+        $content = Get-Content $tsPath
+        # Regex to match DeveloperName: "value" or 'DeveloperName': "value"
+        foreach ($line in $content) {
+            if ($line -match "['""]?DeveloperName['""]?\s*:\s*""([^""]+)""") {
+                $developerNames += $matches[1]
+            }
+        }
+        $developerNames = $developerNames | Select-Object -Unique
+    } else {
+        Write-Error "TriggerHandlers.ts not found. Please specify -names or -file."
+        exit 1
+    }
+}
+
+if ($developerNames.Count -eq 0) {
+    Write-Error "No DeveloperName values found."
+    exit 1
+}
+
+# --- 3. Processing Handlers ---
+$headers = @{
+    "Authorization" = "Bearer $accessToken"
+    "Content-Type"  = "application/json"
+}
+
+$successCount = 0
+$skippedCount = 0
+$notFoundCount = 0
+$failedCount = 0
+
+foreach ($devName in $developerNames) {
+    if ($verboseOut) { Write-Host "Processing DeveloperName: $devName" }
+
+    $soql = "SELECT Id, IsActive, DeveloperName FROM LifeScienceTriggerHandler WHERE DeveloperName = '$devName'"
+    $encodedSoql = [uri]::EscapeDataString($soql)
+
+    $record = $null
+
+    # Tooling API Query
+    $toolingUrl = "$instanceUrl/services/data/v$apiVersion/tooling/query?q=$encodedSoql"
+    try {
+        $toolingResponse = Invoke-RestMethod -Uri $toolingUrl -Headers $headers -Method Get
+        if ($toolingResponse.totalSize -gt 0) {
+            $record = $toolingResponse.records[0]
+        }
+    } catch {
+        # Fallback to standard REST API Query
+        $restUrl = "$instanceUrl/services/data/v$apiVersion/query?q=$encodedSoql"
+        try {
+            $restResponse = Invoke-RestMethod -Uri $restUrl -Headers $headers -Method Get
+            if ($restResponse.totalSize -gt 0) {
+                $record = $restResponse.records[0]
+            }
+        } catch { }
+    }
+
+    if ($null -eq $record) {
+        if ($verboseOut) { Write-Host "  Not found in org." }
+        $notFoundCount++
+        continue
+    }
+
+    $id = $record.Id
+    $isActive = $record.IsActive
+    $targetActive = -not $deactivate
+
+    if ($targetActive -eq $isActive) {
+        if ($verboseOut) { Write-Host "  Already in desired state. Skipping." }
+        $skippedCount++
+        continue
+    }
+
+    $bodyMap = @{ "IsActive" = $targetActive }
+    $bodyJson = $bodyMap | ConvertTo-Json -Compress
+
+    $updateSuccess = $false
+
+    # Attempt Standard sObject REST Update
+    $updateStdUrl = "$instanceUrl/services/data/v$apiVersion/sobjects/LifeScienceTriggerHandler/$id"
+    try {
+        $updateResp = Invoke-RestMethod -Uri $updateStdUrl -Headers $headers -Method Patch -Body $bodyJson
+        $updateSuccess = $true
+        if ($verboseOut) { Write-Host "  Updated via Standard REST." }
+    } catch {
+        # Attempt Tooling API Update
+        $updateToolUrl = "$instanceUrl/services/data/v$apiVersion/tooling/sobjects/LifeScienceTriggerHandler/$id"
+        try {
+            $updateResp = Invoke-RestMethod -Uri $updateToolUrl -Headers $headers -Method Patch -Body $bodyJson
+            $updateSuccess = $true
+            if ($verboseOut) { Write-Host "  Updated via Tooling API." }
+        } catch { }
+    }
+
+    if ($updateSuccess) {
+        $successCount++
+    } else {
+        if ($verboseOut) { Write-Host "  Update failed." }
+        $failedCount++
+    }
+}
+
+Write-Host "`nDone. Summary:"
+$successLabel = if ($deactivate) { "Deactivated" } else { "Activated" }
+$skippedLabel = if ($deactivate) { "Already Inactive" } else { "Already Active" }
+Write-Host "  $successLabel : $successCount"
+Write-Host "  $skippedLabel : $skippedCount"
+Write-Host "  Not Found        : $notFoundCount"
+Write-Host "  Failed           : $failedCount"
+
+if ($failedCount -gt 0) {
+    exit 1
+}
+exit 0
diff --git a/Scripts/ps1/data_load.ps1 b/Scripts/ps1/data_load.ps1
@@ -0,0 +1,31 @@
+# data_load.ps1
+# Deploys LSC Starter Configurations
+$ErrorActionPreference = "Stop"
+
+Write-Host "Deploying configurations..."
+
+# Verify Salesforce CLI is installed
+if (-not (Get-Command "sf" -ErrorAction SilentlyContinue) -and -not (Get-Command "sfdx" -ErrorAction SilentlyContinue)) {
+    Write-Error "Salesforce CLI (sf or sfdx) could not be found. Please install the Salesforce CLI to proceed."
+    exit 1
+}
+
+# 1. Deploy the LSC Custom Profile
+Write-Host "Deploying LSC Custom Profile..."
+sf project deploy start -d "PackageComponents/profiles/LSC Custom Profile.profile-meta.xml" --json *> $null
+
+# 2. Import Metadata Categories
+Write-Host "Importing LifeSciMetadataCategories..."
+# Suppress output; duplicates will fail silently as intended by the original script
+sf data import tree --plan LSConfig/lifeSciMetadataRecord/LifeSciMetadataCategory-plan.json --json *> $null
+
+# 3. Deploy configuration records
+Write-Host "Deploying Config Records..."
+sf project deploy start -d LSConfig/lifeSciConfigRecord --json *> $null
+
+# 4. Activate Trigger Handlers
+Write-Host "Activating Trigger Handlers..."
+$scriptDir = Split-Path -Parent $MyInvocation.MyCommand.Path
+& "$scriptDir\activate_trigger_handlers.ps1" -file "TriggerHandlers\TriggerHandlers.ts"
+
+Write-Host "Deployment Completed Successfuly!"