Table of Contents
How do I create a custom object in Salesforce?
Upload Your Spreadsheet
- Open this spreadsheet and save it. …
- Click the setup cog and select Setup.
- Click the Object Manager tab.
- Click Create.
- Select Custom Object from Spreadsheet .
- Click Log in with Salesforce.
- Enter your Trailhead Playground username (listed in the email you just received) and password that you reset in the previous section.
- Click Log In.
- Click Allow.
What is OData in Salesforce?
- Customers and prospects visit an eCommerce website.
- A record of the visit is generated and converted into a format that works in Odata & Salesforce software (Contact record -> Activity log).
- If a sale is made, a Customer Record and Sales Order are automatically generated.
What is a master detail in Salesforce?
Salesforce – Master Detail Relationship. Advertisements. Previous Page. … The Master Detail relationship is used when we want to control the display of detail records based on the value in the master record. For example, in the courier company model a delivery schedule is always linked to a delivery location. If we remove a delivery location …
What is a custom object in Salesforce?
What is a Junction Object in Salesforce?
- Salesforce Junction Object. Salesforce Junction Objects give you a way to create a many-to-many relationship between Salesforce objects.
- Creating a Junction Object. Creating a Junction Object is simple, and once you’ve created your first one, the concept will become second nature.
- Salesforce Example. …
- Summary. …
What is Salesforce metadata?
Salesforce metadata is an essential element of the Salesforce architecture. It involves different fields, code, configurations, logic, and page layouts used for building the key information architecture of your Salesforce org, making your Salesforce instance look the way it does.
Where is metadata in Salesforce?
In Salesforce.com, custom objects are used to store custom data which stores application metadata Metadata can be managed by custom objects. Custom settings are managed by the following settings. Go to Setup=>App Setup=>Develop=>Custom Settings.
How do I create a metadata in Salesforce?
Create Custom Metadata TypesFrom Setup, enter Custom Metadata Types in the Quick Find box and select Custom Metadata Types.Click New Custom Metadata Type.For Label, enter Support Tier and for Plural Label, enter Support Tiers .Click Save. After you save, you land on the Custom Metadata Type Support Tier page.
How do I view metadata in Salesforce?
Go to setup and type homepage layout in your salesforce search option and click the Homepage layout. Then, choose the default page layout, edit the page, choose the metadata search option check box, and save the page.
What’s the difference between data and metadata?
Data is any sort of information which is stored in computer memory. This information can later be used for a website, an application or can be used in future. Metadata describes relevant information about the data.
Why do we need 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.
How does metadata work in Salesforce?
Metadata is data that describes other data. For example, in a Salesforce org, there is a standard object called Account. When you add a record with a customer’s contact information to an Account, you are adding metadata and data. Field names, such as first name and last name are metadata.
How do I extract metadata from Salesforce?
Right-click on an edge and select New Metadata → Extract from Salesforce You’ll then need to enter a SOQL query that you’ll derive the metadata from. You can also validate the query by clicking on the Validate button.
What is database in Salesforce?
A Database in Salesforce is defined as the organized collection of objects where each object contains some information. Data is stored in the form of database tables for people, things, contacts, etc that are important for any project in the future.
How do I move metadata in Salesforce?
1. Metadata Migration by using changesets:Create connections between your source and target environments.Create outbound changeset and add components to that outbound changeset in your source instance. … Go to inbound changeset in your target instance and deploy that changeset.
Why is metadata used in Salesforce?
Frequent metadata access would prevent the platform from scaling so metadata in Salesforce is used.
What is Salesforce Metadata API?
Salesforce metadata APIis used to manage our application customizations programatically as well as export and migrate meta data. Force.com Migration tools uses Metadata API to retrieve and modify our organization structure. Salesforce.com has made this asynchronous API available to users so that you can build your own client applications on top of it. Salesforce metadata API can be used by downloading WSDL document. To download Metadata WSDL(Web Services Description Language) follow the steps given below.
What is Salesforce custom object?
In Salesforce.com, custom objects are used to store custom data which stores application metadata Metadata can be managed by custom objects. Custom settings are managed by the following settings.
What is metadata in XML?
What is metadata – Metadata is a simple lightweight language based on XML Language and it describes the structure of objects and their fields
Is Salesforce metadata type case sensitive?
In Salesforce, metadata types names are case sensitive and does not allow correspond directly to their related data types. Here are the some of the Metadata Types check the following.
What is Salesforce Metadata API?
Salesforce Metadata API is used to assist developers in retrieving, creating, deploying, updating, or deleting the customized information. This can be such a thing that is done using custom object definitions and page layouts for the organizations. The Salesforce Metadata is meant to be used for management to make customizations and build tools to assist management at the mode of metadata.
What is metadata API?
Metadata API enables you to access some entities and feature settings that you can customize in the user interface and manage the setup. Such as-
How to access Metadata API?
The easiest and simplest way to access the functionality in Metadata API is to use the IDE of Force.com or Ant Migration Tool. To simplify the work with Metadata API, both tools are built on top of Metadata API and use Ant tools and Standard Eclipse respectively.
What is installed package metadata?
A metadata type named Installed Packages is used to do this. These are named after the namespaces of the currently installed packages. If you employ any one of them or even only one, then the managed package will be installed in the target organization.
What is a component in metadata?
A component is an instance of a metadata type.
Can you customize Salesforce?
There are some things that you can customize in a Salesforce org but are not available or invalid in the Metadata API. The following components can’t be retrieved or deployed with Metadata API, and changes to them must be made manually in each of your organizations.
Is Salesforce Metadata case sensitive?
Salesforce Meta data types are case-sensitive. Specifying a type name with an invalid case results in a deployment error.
Use Metadata API in the Development Process
Currently, Zephyrus has production metadata and orientation services tailored to other countries. To begin building the new product customizations, you need the existing configurations from Zephyrus’ production Salesforce org in a separate repository. The configuration of the production org is all metadata.
Other Use Cases
You can use Metadata API for larger changes in Salesforce, such as splitting and merging production orgs.
What Is Salesforce Metadata?
Why Metadata?
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Hard-coded applications are a thing of the past; customization is the flair of the season. You need flexible applications that can be tailor-made as per your business needs without the need for high-level programming skills. That is why Salesforce Metadata is so powerful. Metadata is what transforms Salesforce from a simple database into an entire platform.
Wow! The New ‘Where Is This Used?’ Feature
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Salesforce’s Winter ’19 release introduced the amazing ‘Where is this used?’ feature. This feature makes it possible for administrators to access Metadata without enabling access to Data. Users can now easily create, edit, and delete Metadata without touching the Data. The new feature is available with the following editions: Lightning Experience and Salesforce Classic in Professiona…
Summary
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What makes Where Is This Used? Feature so attractive is that it delivers ease of access and customization — all at the same time. However, it also makes Metadata and Data more susceptible to attacks. Add to that, the warning label that comes with the feature doesn’t make things any better: Use this feature is at your sole discretion. The feature is offered as-is and isn’t …