Unfortunately, you can’t reference custom metadata types in formulas at all. Their primary purpose is to provide metadata that’s easy to package and transport between orgs, and primarily intended for use in Apex Code. You can now reference custom metadata types in validation rules.
Table of Contents
Does Salesforce support custom metadata types in formulas?
Salesforce team is working on adding support for Custom Metadata Types in formulas. It has been confirmed in the success forum: Thanks for contributing an answer to Salesforce Stack Exchange!
How can I reference custom metadata types in formulas?
Unfortunately, you can’t reference custom metadata types in formulas at all. Their primary purpose is to provide metadata that’s easy to package and transport between orgs, and primarily intended for use in Apex Code. You can now reference custom metadata types in validation rules. To do so, specify the object name, record name, and field value:
What is custom metadata?
Custom metadata is customizable, deployable, packageable, and upgradeable application metadata. First, you create a custom metadata type, which defines the form of the application metadata. Then you build reusable functionality that determines the behavior based on metadata of that type.
How do I add custom metadata to a Validation rule?
However, before you do, notice that the rule references custom metadata type records. You reference a custom metadata type record by clicking Insert Field and traversing down to the field that you want to include in your validation rule. For Error Message, type Dollar value too low for this support tier, then click Save.
How do I create a formula field in custom metadata in Salesforce?
Reference a Custom Metadata Type Field in a FormulaFrom Setup, go the Object Manager tab, then click Account.Click Fields & Relationships, then click New.Select Formula, then click Next.For the Field Label, type Amount Until Next Tier .For the Formula Return Type, select Currency.More items…
Can we query custom metadata in Salesforce?
Apex code can create, read, and update (but not delete) custom metadata records, as long as the metadata is subscriber-controlled and visible from within the code’s namespace….Required Editions and User Permissions.User Permissions NeededTo create or edit custom metadata types:Author Apex
How do you reference a custom metadata type record in a flow?
Create a Flow That References a Custom Metadata Type RecordFrom Setup, enter Flows in the Quick Find box, then select Flows.Click New Flow, select Screen Flow, and click Create.From the Elements tab in the toolbox, drag Get Records onto the canvas.For the label, enter Get Support Tier Config .More items…
Can we use custom metadata in validation rule?
You can use validation rules with fields in custom metadata types, including relationship fields. Keep these tips in mind as you do. Use custom metadata records to store validation rule record values.
How do I get data from custom metadata?
Use the Apex getAll(), getInstance(recordId), getInstance(qualifiedApiName), and getInstance(developerName) methods to retrieve information from custom metadata type records faster.
How do I extract custom metadata in Salesforce?
Make sure to download the latest force.com Migration tool from your salesforce instance. … Drop the ant-salesforce jar into your lib of the ANT directory. … Use proper package XML as shown below
What is the difference between custom setting and custom metadata in Salesforce?
Main difference between custom metadata and custom setting is that custom metadata records are deployable and packagable. But we can not deploy custom setting data. Custom settings enable you to create custom sets of data, as well as create and associate custom data for an organization, profile, or specific user.
How do you reference a custom metadata type record in a flow quizlet?
Q1)How do you reference a custom metadata type record in a flow? i)Reference the record field in the object. ii)Reference a custom metadata type in flow using Apex. iii)Use the Flow user interface to reference the record.
What is the purpose of custom metadata in Salesforce?
Custom Metadata Type let you use records to configure your app without worrying about migrating those records to other orgs. You can deploy the records of custom metadata types from a sandbox with change sets or packaged in managed packages instead of transferring them manually.
Can we write trigger on custom metadata?
It’s not possible to write a trigger/Workflow on custom metadata object. If you need trigger you will need to use custom object .
Can we use custom metadata in workflow?
You can not use the metadata type in the workflow rule..
How do I query metadata in Salesforce?
How to Query/Report on Metadata in Your Salesforce OrgCreate a Simple SOQL Query.Create a Complex SOQL Query.Export Query Results to Excel.Review Available Tooling API Objects.
What is the syntax for custom metadata?
The syntax is: $CustomMetadata. CustomMetadataTypeAPIName. RecordAPIName. FieldAPIName. Use the correct suffixes. For the custom metadata type, use _ _mdt. For fields, use __c. Records do not require a suffix.
How does custom metadata save time?
Custom metadata types can save you a lot of time, and if you pair them with other features, you can streamline your workflow processes even more. For example, formulas save time and work by automating calculations. Combined with custom metadata types, formulas eliminate the need for hardcoded values that you need to individually update.
What are the three values in the picklist field?
Add three values for the picklist field: Bronze, Silver, and Gold.
Do you have to update all validation rules?
By using custom metadata records within these validation rules, we update the values within the custom metadata record and don’t need to modify any of the validation rules.
Can you update formulas at once?
Imagine that you have a large org—or even a not-so-large org—and need to update several formula fields. Referencing a custom metadata type record is a great way to update all formulas at once. If you decide to package your custom metadata type, subscribers to the package can customize details, like price, while you still maintain the app logic.
Usage
Custom metadata types methods are instance type methods and are called by and operate on a specific instance of a custom metadata type.
Custom Metadata Types Example
The following example uses the getAll () method. The custom metadata type named Games has a field called GameType__c. This example determines if the field value of the first record is equal to the string PC.
getAll ()
Returns a map containing custom metadata records for the specific custom metadata type. The map’s keys are the IDs of the records and the map’s values are the record sObjects.
getInstance (recordId)
Returns a single custom metadata type record sObject for a specified record ID.
getInstance (developerName)
Returns a single custom metadata type record sObject for a specified developerName field of the custom metadata type object.
getInstance (qualifiedApiName)
Returns a single custom metadata type record sObject for a qualified API name.