Create an Unlocked/Managed Package

What’s a Package?

A package is a container of related metadata—features, customizations, and schema—that you move from one Salesforce org to another.

There are two kinds:

• Unlocked packages – ideal for internal development; they let you add, edit, and remove metadata across multiple orgs in a traceable way.

• Managed packages – created by Salesforce partners to distribute or sell apps. They bundle code and configuration into a single, versioned unit.

---

Create a Package

Creating a package involves two steps:

1. Create the package – define static info such as the name and description.

2. Create a package version – the deployable artifact you install in any org.

---

Step 1: Create a Package

1. Hover over Salesforce DX and select Packages.

2. Click Create Package.

3. Enter a Package Name and Package Description.

4. Choose Package Type: Unlocked or Managed.

5. Select the Dev Hub that owns the package.

6. Choose the Version Control Repository and Branch.

7. Pick the Package Directory.

---

Step 2: Create a Package Version

A package version is an immutable snapshot of the metadata in your package. You can install it in scratch orgs, sandboxes, or production.

Fill in the Package Version section:

1. Version Name – auto-generated from the package name (editable).

2. Version Description – brief summary.

3. Version Number – format major.minor.patch.build (e.g., 1.2.3.4).

   The version must contain four dot-separated numbers. Any other format causes an error.

4. Installation Key – optional password to protect the package.

5. Tag – release label such as Release 1.0.0.

---

Package Dependencies

If the Dev Hub owns other packages, they appear here.

• Move items between lists with

  • and

• Re-order with

  • and

---

Click View Metadata or Create Package:

• View Metadata – review the metadata pulled from VCS before creating.

  
• Create Package – create the package with the specified data.

Progress appears on the Unlocked Package home screen.

---

More Information on the Package Screen

1. Status – view success/failure and download the log.

2. Actions

   • Delete Package – permanently removes the package.

   • Create Version – add a new version.

3. Info – hover for package metadata.

View Packaged Versions – shows each version’s details.

Important Notes

1. For unlocked packages, the latest promoted version is used as the ancestor.

2. For managed packages:

   • If no ancestor chosen, the latest promoted version is selected.

   • Selecting None creates a version without an ancestor.

   • To choose a non-latest ancestor, tick Skip Ancestor Check.

   
3. Non-linear versioning in the same branch is restricted.

---

Promote

Promote a package version to make it installable outside scratch orgs. You may promote only once per version number.

• Code coverage must be ≥ 75 % for promotion.

• Older versions created before code-coverage checks show 0 % but remain unaffected.

---

Package Info Tooltip

Hover the info icon to see author, timestamps, and last-modified details.