How to query metadata in salesforce


One way to retrieve a metadata record is to use a query as such: API_Endpoint_Attribute__mdt folderEndpoint = [Select Id, Label, URL_Path__c from API_Endpoint_Attribute__mdt where DeveloperName = ‘Folders’]; A custom metadata query does not use a SOQL query limit however does use the query rows limit.


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.

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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. …

How do I query meta data 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.

How do I query custom metadata in Salesforce?

Use field from custom metadata type as parameter in SOQL Querywhile injecting parameter values into variables to be injected in the WHERE clause, use “:” colon before any WHERE clause in custom metadata type query as appropriate.Apex has visibility to custom metadata type.

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.

How do I query records in Salesforce?

Execute a SOQL Query or SOSL SearchEnter a SOQL query or SOSL search in the Query Editor panel.If you want to query tooling entities instead of data entities, select Use Tooling API.Click Execute. … Warning If you rerun a query, unsaved changes in the Query Results grid are lost.

How do I retrieve custom metadata records?

How to Retrieve and Deploy Custom Metadata Types using ANTInclude Custom Metadata Type schema in package.xml using CustomObject tag.Include Custom Metadata Type records in package.xml using CustomMetadata tag.

How do I access custom metadata?

Click the name of the profile or permission set that you want to edit. Click Custom Metadata Types. Click Edit. Select the custom metadata types that you want to grant access to, and add them to the Enabled Custom Metadata Types list.

How do I retrieve metadata from Salesforce using package XML?

Once you have XML package, You can just paste it in package. xml file in a sfdx project folder. Make sure you have authorised an org from where you want to retrieve or deploy the components. As you can see in the above image, You just need to right click on package.

What is Salesforce metadata API?

Metadata API Functionality The main purpose of Metadata API is to move metadata between Salesforce orgs during the development process. Use Metadata API to deploy, retrieve, create, update, or delete customization information, such as custom object definitions and page layouts.

How do I retrieve metadata from Salesforce using SFDX?

How to use?Open the command palette (press Ctrl+Shift+P on Windows or Linux, or Cmd+Shift+P on macOS) and run SFDX Package. … In Choose Metadata Components for Package. … Package. … Open the command palette (press Ctrl+Shift+P on Windows or Linux, or Cmd+Shift+P on macOS) and run SFDX: Retrieve Source in Manifest from Org.More items…•

How do I query data in Salesforce inspector?

1:484:25How to Query Data Using Salesforce Inspector – YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd tell you if you’re typing in a field that doesn’t exist so for example if i just say select id.MoreAnd tell you if you’re typing in a field that doesn’t exist so for example if i just say select id. Name from product. So first of all notice as i started typing in the object.

How do I query in SOQL?

To include SOQL queries within your Apex code, wrap the SOQL statement within square brackets and assign the return value to an array of sObjects. For example, the following retrieves all account records with two fields, Name and Phone, and returns an array of Account sObjects.

Can you use SQL in Salesforce?

You can use SQL to join Salesforce data with product data. In this post, we’ll walk through a sample report replicating common Salesforce CRM reporting in SQL, so you can more easily audit, adjust, and extend that analysis.


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.

What is a flow in Salesforce?

Flow —A flow that requires user interaction because it contains one or more screens or local actions, choices, or dynamic choices. In the UI and Salesforce Help, it’s a screen flow. Screen flows can be launched from the UI, such as with a flow action, Lightning page, or web tab.

Can you use Metadata API to access a flow?

You can’t use Metadata API to access a flow installed from a managed package, unless the flow is a template. Spaces in flow file names can cause errors at deployment. Heading and trailing spaces are allowed, but they’re trimmed during deployment.


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