AppExchange Release

This content is for the 1.0 version. Switch to the latest version for up-to-date documentation.

Phase 1: Pre-flight (local)

Run these before touching the org. Fix everything that comes up.

1.1 Salesforce Code Analyzer v5 — full scan

# Install (once)
sf plugins install @salesforce/plugin-code-analyzer

# Run ALL rules (PMD, ESLint, RetireJS, Regex, Flow, CPD)
sf code-analyzer run \
  --workspace force-app \
  --output-file docs/scan-results.html

# Run AppExchange-specific rules
sf code-analyzer run \
  --rule-selector AppExchange \
  --workspace force-app \
  --output-file docs/scan-appexchange.html

# Run only Security-tagged rules
sf code-analyzer run \
  --rule-selector Security \
  --workspace force-app \
  --output-file docs/scan-security.html

# Severity threshold — fail on High or Critical (CI/CD)
sf code-analyzer run \
  --rule-selector AppExchange \
  --workspace force-app \
  --severity-threshold 2 \
  --output-file docs/scan-appexchange.html

Zero tolerance on: Critical (1) and High (2). Medium (3) and below — document as false positives in docs/FALSE-POSITIVES.md.

1.2 ESLint (LWC)

npm run lint

1.3 LWC Jest tests

npm run test:unit

Phase 2: Org Tests & Coverage

2.1 Run all Apex tests

sf apex run test \
  --code-coverage \
  --result-format human \
  --wait 10 \
  --target-org FlexiFREE

Required: >= 75% overall coverage, every trigger must have coverage.

2.2 Check per-class coverage

sf apex run test \
  --code-coverage \
  --result-format json \
  --wait 10 \
  --target-org FlexiFREE \
  | jq '.result.coverage.coverage[]
        | select(.coveredPercent < 75)
        | {name, coveredPercent}'

Phase 3: Build Package Version (beta)

3.1 Bump version in sfdx-project.json

"versionName": "ver 1.2.0",
"versionNumber": "1.2.0.NEXT"

3.2 Create beta package version

sf package version create \
  --package FlexibleTeamShare \
  --definition-file config/package-scratch-def.json \
  --installation-key-bypass \
  --wait 30 \
  --code-coverage \
  --skip-ancestor-check

3.3 Verify and check coverage

sf package version list --packages FlexibleTeamShare --order-by CreatedDate --verbose
sf package version report --package 04tXXXXXXXXXXXXXXX --verbose

Phase 4: Test Install

4.1 Install in a clean scratch/sandbox org

sf package install \
  --package 04tXXXXXXXXXXXXXXX \
  --target-org TestOrg \
  --wait 10

4.2 Smoke test

Assign FTS_App_Access and FTS_Data_Access permission sets
Configure a sharing config via the Wizard
Add/edit/remove team members on a record
Verify sharing records created/deleted
Test as non-admin user (FTS_Data_Access only)

Phase 5: Promote to Release

sf package version promote --package 04tXXXXXXXXXXXXXXX

Phase 6: Partner Security Portal — Source Scanner (Checkmarx)

This is mandatory for any submission that includes a Salesforce package.

Go to Partner Security Portal using your DevHub/packaging org credentials
Select your promoted (released) package version
Click Start Scan and wait for results (usually 15-30 min)
Download the report

Handle findings

Critical/High — fix the code, rebuild, rescan
False positives — document in docs/FALSE-POSITIVES.md, attach to submission
Low/Info — document rationale, no fix required

Phase 7: DAST Scan (if applicable)

Flexible Team Share has no external callouts, no web UI, no API endpoints — DAST is not applicable.

Phase 8: Prepare Submission Materials

Required documents

Material	File	Notes
Code Analyzer report (full)	`docs/scan-results.html`	From Phase 1
Code Analyzer report (AppExchange)	`docs/scan-appexchange.html`	From Phase 1
Source Scanner report	Downloaded from Portal	From Phase 6
False positives doc	`docs/FALSE-POSITIVES.md`	Explain each finding
Admin/User documentation	`docs/APPLICATION-OVERVIEW.md`, `docs/USE-CASES.md`	Reviewers test your app
Installation guide	`docs/1. Installation Guide.md`	Step-by-step setup

Review org preparation

Install the promoted package version
Disable MFA/2FA so the review team can log in
Only install packages related to this review
Create a test user with full access for the review team
Pre-configure at least one working sharing config with sample data

Phase 9: Submit

Go to AppExchange Partner Console > Publishing > Security Review
Select your package and promoted version
Upload all scan reports
Provide org login credentials for the review team
Pay $999 fee (for paid apps; free apps — no fee)
Submit

Timeline: 4-6 weeks. Most apps pass on 2nd attempt.

Execution Order Summary

Phase 1  Code Analyzer + ESLint + Jest     ← fix code issues
Phase 2  Apex tests in org (>= 75%)        ← fix coverage gaps
Phase 3  Build beta package version        ← if build fails, back to Phase 2
Phase 4  Install & smoke test in clean org ← if broken, fix and rebuild
Phase 5  Promote to release                ← IRREVERSIBLE
Phase 6  Source Scanner (Checkmarx)        ← only on promoted version
Phase 7  DAST scan (if applicable)         ← N/A for this app
Phase 8  Prepare docs & review org         ← package everything
Phase 9  Submit to AppExchange             ← wait 4-6 weeks