Before you begin

Before you begin the tutorials, you’ll need to obtain a Trial Organization from AppExchange, create a Clay developer account, and install the Clay Toolbelt software on your local workstation.

Step 1: Obtain a Trial Organization

This workbook uses a package from AppExchange called Light. To save you time and start developing at the speed of light, we have set up a Trial Organization ready to use.

  1. Navigate to http://3vot.com/trial and request a Free Trial Organization
  2. Complete registration and wait a minute for a Welcome Email from Salesforce
  3. Log in using your Trial Edition organization username and password.
  4. Click on Setup on the Top Right Header
  5. On the Search Bar in the Setup Menu type Token, and reset your security token. You'll get it by email.

Step 2: Install the Clay Command Lines Tools

The Heroku Toolbelt is a free set of software tools that you’ll need to work with Heroku. To install the Heroku Toolbelt:

  1. Navigate to https://nodejs.com
  2. Select your development platform (Mac OS X, Windows, Debian/Ubuntu).
  3. Click the download button.
  4. After the download finishes, install the package in your computer
  5. Open a command line terminal. For Mac OS X users use the Terminal program, under App/Utilities. PC users, go to the Start Menu, and type cmd in the Run dialog.
  6. On the Command line type: npm install clay-cli -g

Note: You may need to run this command with sudo or administrator preferences

Step 3: Create a Clay Account

Clay is a cloud development platform. It provides powerful tools for building in Javascript. It also enables you to easily deploy your applications in an automated fashion.

  1. Navigate to http://clayforsalesforce.com/register
  2. Enter your email address and name
  3. You'll get a Clay Secret Token
  4. Open Command LineTerminal and Type clay users --add
  5. The prompt will ask you for Clay Token and Trial Org Credentials including the Salesforce Secret Token