How to load data in custom metadata salesforce


Create custom metadata types in your Salesforce org using Metadata API and then use custom metadata loader to bulk load the records. Behind the scenes, custom metadata loader uses Metadata API to bulk load up to 200 records with a single call.


Table of Contents

How to create custom formula in Salesforce?

creating Formula field in Salesforce ? Go to Setup => Build => Create => Object => Select object => Custom Fields & Relationships => Click new => Formula. Now we are creating Formula field for student object to calculate average of three subjects F = ( S1+ S2 + S3) /3. Go to detail view of the object.

How to create custom objects and tabs in Salesforce?

Try It Yourself

  • In your Salesforce org, click and select Setup to open Setup.
  • Click the Object Manager tab. …
  • On the Object Manager page, click Create | Custom Object .
  • For Label, enter whatever you want to call your custom object. …
  • For Plural Label, enter the plural form of your custom object name.

More items…

How to create custom field mapping in Salesforce?

  • In the Donor Survey row, click the menu arrow () and select View Field Mappings.
  • Click Create New Field Mapping.
  • Find and select Donor Survey Status (Donor_Survey_Status__c) as the source.
  • Find and select Status (Status__c) as the target.
  • Click Save.

What are the types of custom settings in Salesforce?


  1. Convert Custom Setting Objects to Custom Metadata Types First retrieve your app metadata, including the custom objects you’re using for configuration. …
  2. Replace __c with __mdt By now you’re comfortable with the idea that custom metadata types use the __mdt suffix instead of the classic __c suffix. …
  3. Replace Apex Code with SOQL Queries

How do I load data into 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…•

Can we do data load for custom metadata in Salesforce?

Use the custom metadata loader to bulk load records to your custom metadata types from a . csv file. The custom metadata loader lets you load up to 200 records with a single call.

How do I add data to custom metadata?

How to Insert/Update Custom Metadata from Apex ClassCustom metadata is metadata that can be customized, deployed, packaged, and upgraded. … Step 4: create method which will create/update Custom Metadata Type Record. … Step 5: Pass Parameter to Apex Class for Creation of Custom Metadata Type.

How do I update custom metadata records in Salesforce?

Search Setup for Custom Metadata Types.On the All Custom Metadata Types page, click Manage Records next to the custom metadata type for which you want to add or modify records.On the list of custom metadata records, click New, or click Edit to modify an existing custom metadata record.Fill out the fields.More items…

How do I add custom metadata records to set?

To add custom metadata records:Select the custom metadata type’s label ​from the available component types, for example, Threat Tier . If the type is from a package that you’re extending, use Threat Tier [vacations] .Select the records to add.Click Add to Change Set.

How do I fetch data from a custom metadata in Apex?

Use the Apex getAll(), getInstance(recordId), getInstance(qualifiedApiName), and getInstance(developerName) methods to retrieve information from custom metadata type records faster.

Can we perform DML on custom metadata in Salesforce?

Since DML Operations cannot be performed on Custom Metadata Type.

How do I update metadata records in bulk in Salesforce?

Upload your . csv file and select the corresponding custom metadata type. Click Create/Update custom metadata to bulk-load the records from the . csv file or update existing records.


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.

1. Prepare your Data

You can use any online service that converts CSV into JSON. I recommend the service below:

2. Create the mdtImport Apex Class using the code below

As you can see you can execute the methods metaDataTypeName passing the metaDataTypeName and jsonString as attributes, where metaDataTypeName is the API Name of your Custom Metadata Type ( ending with __mdt) and jsonString is the inline JSON that you’ve copied on step 1.1, But first, you have to adjust the attributes on the JSONCsvTemplate>mdtRecords to fit like your CSV database ..

4. Execute the method

After following all the previous steps and making sure you’ve created and saved the class on your Salesforce Org, all you have to do next is to execute the insertMetadataRecords
Get your Custom Metadata Type API Name (ending with __mdt) and your JSON String generated in step 1.1, and execute the method on the Apex Anonymous Window inside the developer console (CTRL+E).


I’ve already tested the deploy of 600 records per execution, try to respect that limit to avoid errors.

Is custom metadata a drop in?

Custom Metadata isn’t just a drop-in configuration load/save system. It acts in most cases like other metadata objects and variables in Apex and is subject to exactly the same syntax and limitations. Most of the issues you have below have to do with Apex and SOQL syntax, rather than Custom Metadata as such.

Is Thing_REST_Stable a metadata record?

This is an uninitialized variable, and like any other in Apex is null. Thing_REST_stable isn’t the name of the metadata record, but might be the name of a specific configuration (as above).

Can you store credentials in Salesforce?

The best place to store credentials in Salesforce is not Custom Metadata, which can be read by anyone who has View Setup and Configuration permission. It’s a Named Credential, which securely protects the credentials and handles OAuth authentication for you.

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 is metadata important in Salesforce?

Using metadata is pretty handy because it can be imported into Salesforce, modified in the interface, and manipulated using the Metadata API. Instead of storing hard-coded data, custom metadata types let you configure apps by building reusable functionality that determines the behavior based on metadata.

What is custom metadata type?

So, what is a custom metadata type? A custom metadata type is an object that is used to define the structure for application metadata. The fields of custom metadata types, and the values in the fields, consist only of metadata. The records of custom metadata types are also metadata, not data. Using metadata is pretty handy because it can be …

Why use custom metadata?

They can make your application lifecycle management and compliance easier, faster, and more robust . In the next unit, you create your own custom metadata type.

Can SOQL be used to create metadata?

Developer Support. Developers can use SOQL to read custom metadata types. To create or update metadata records, they can use the Metadata API. Apex code can create, read, and update (but not delete) custom metadata records.

Can you deploy custom metadata?

You can deploy custom metadata types from a sandbox with change sets or packaged in managed packages. Unlike custom metadata types, when you deploy apps with custom objects and custom settings, the metadata for those objects (the header) gets deployed, but the records (definitions) are left behind.

Can you import records from Salesforce DX?

The Salesforce DX CLI can now import these records using the cmdt command. This is the recommended approach. The older tools are still technically viable, but should only be used if you somehow can’t use Salesforce DX.

Does Data Loader support custom metadata?

The Data Loader, as far as I can tell, does not support Custom Metadata (and we’ve been given no indication if this will be available in the future). In fact, custom metadata isn’t “real” data, and is actually documented in the Metadata API documentation.

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