How to create metadata in salesforce


Create a custom metadata type called Support Tier.
  1. From Setup, enter Custom Metadata Types in the Quick Find box and select Custom Metadata Types.
  2. Click New Custom Metadata Type.
  3. For Label, enter Support Tier and for Plural Label, enter Support Tiers .
  4. Click Save.

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.

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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.

More items…

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 metadata in Salesforce?

What is metadata? 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.

Why do we create 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 do I create a custom metadata record?

Create the ConfigurationFrom Setup, enter metadata in the Quick Find box, then select Custom Metadata Types.Locate the type Trailshred Setting, then click Manage Records.Click New.Create the metadata record as follows: Label: Audio When Oppty Closed Won. … Click Save.

What is custom metadata in Salesforce example?

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 many types of metadata are there in Salesforce?

threeThere are three major ways in which metadata can be used in Salesforce Apex for carrying out the required processes – importing the metadata into Salesforce, manipulating the metadata with the help of Salesforce metadata API, or modifying the same in the product interface.

What is difference between custom object and custom metadata?

Similar to a custom object or custom setting, a custom metadata type has a list of custom fields that represent aspects of the metadata. Custom Object: Custom objects are custom database tables that allow you to store information unique to your organization.

How many custom metadata we can create in Salesforce?

You can reference up to 15 unique custom metadata types in all validation rules per entity. For example, from all validation rule formulas combined for a specified object, you can reference up to 15 different custom metadata types.

How do I deploy metadata in Salesforce?

From Setup, enter Outbound Change Sets in the Quick Find box, then select Outbound Change Sets, click your change set name, and then click Add. To add custom metadata types: Select the Custom Metadata Type component type. Select the custom metadata type you want to add to your outbound change set.

How do I add records to custom metadata in Salesforce?

The custom metadata loader lets you load up to 200 records with a single call.Download the tool from GitHub. … Create a . … From Setup, assign the Custom Metadata Loader permission set to the appropriate users, including yourself.Select Custom Metadata Loader from the App Picker.Go to the Custom Metadata Loader tab.More items…•

How many custom metadata can we create?

100 custom metadata types can be created per salesforce org. 100 custom fields can be created per Custom Metadata Type object.

What is validation rule in Salesforce?

Validation Rules are configurable checks you can add to your Salesforce Objects Metadata descriptions. In the example above, I’m creating a rule to ensure our ContractIDs follow the approved corporate format. I can also create more complex rules with formulas like vLookups (Excel fans rejoice!) to solve simple problems like ensuring the correct zip code is being entered.

What are the different types of metadata?

There are several types of Metadata, with each one representing a unique way a business function can be customized. Here are a few broad categories for Metadata types: 1 Data: the core components of the data structure on which most customization is built. E.g. Custom Objects, Value Sets, and Custom Apps. 2 Programmability: custom code developed on top of the platform. E.g. Apex Classes, Apex Page, and Apex Triggers. 3 Presentation: customization on how users interact with the platform. E.g. Components, VisualForce and Lightning pages.

Why is Salesforce Metadata so powerful?

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.

What is metadata in Salesforce?

Metadata are core components or features in Salesforce. Without Metadata, most of the magic just isn’t possible! However, many Salesforce Admins still struggle to grasp the entire scope of Metadata and fall short of obtaining the maximum value from it. Let’s dig in to understand the what, why, how, and the wow of Metadata.

Why is the feature so attractive?

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.

What is the difference between data and metadata?

Data relates to the records that a business relies on, such as Users, Accounts, Contacts, to name a few. On the other hand, Metadata is the data that describes other Data.

What is Unitrends partner?

Unitrends, our partner subsidiary company , has a few interesting challenges when it comes to fulfillment and provisioning. Depending on their needs, customers purchase hardware, software, or SaaS subscriptions. Sometimes they buy all three!


Use this call to add one or more metadata components to your organization.


This call is available in API version 30.0 and earlier only. This call is not available in API version 31.0 and later. Use createMetadata () instead.


Your client application must be logged in with the Modify Metadata Through Metadata API Functions or Modify All Data permission.

Required Fields

The metadata components being created determine required fields. For more information about specific component types, see Metadata Components and Types.

Valid Data Values

You must supply values that are valid for the field’s data type, such as integers for integer fields (not alphabetic characters). In your client application, follow the data formatting rules specified for your programming language and development tool. (Your development tool handles the appropriate mapping of data types in SOAP messages).

String Values

When storing values in string fields, the API trims any leading and trailing whitespace. For example, if the value of a label field is entered as “MyObject “, the value is stored in the database as “MyObject”.

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-

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 an enumeration in a field?

Some component fields have a data type that is an enumeration. An enumeration is the API equivalent of a picklist. The valid values of the field are restricted to a strict set of possible values, all having the same data type. These values are listed in the field description column for each enumeration field.

How to access Metadata API?

The easiest and simplest way to access the functionality in Metadata API is to use the IDE of 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 use an asterisk in Metadata API?

Both managed and unmanaged packages can be employed with the Metadata API. The only difference comes in the process of working with unmanaged data. When you call for unmanaged packages, use of an asterisk (*) is prohibited in the package.xml file. Thumb Rule: Asterisks work great for retrieving assets, but it’s better to not use them …

With Great Components Come Great Responsibility

In this step, you use custom metadata types, which allow you to use records in Salesforce to configure your app. The package you installed already has the custom metadata type set up in the component. All you have to do is configure it.

Create the Configuration

Create a configuration to play your audio file when users update an opportunity stage to Closed Won.

Verify Step

You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.


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