How to use custom metadata in salesforce


  • From 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. This page includes the details of the custom metadata type. …

You can use the Salesforce command-line interface to create custom metadata types, generate fields, create records, create records from a CSV file, and generate custom metadata types from an sObject. Use SOQL to access your custom metadata types and to retrieve the API names of the records of those types.


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.

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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

Where we can use custom metadata in Salesforce?

Custom metadata rows resemble custom object rows in structure. You create, edit, and delete custom metadata rows in Metadata API or in Setup. Because the records are metadata, you can migrate them using packages or Metadata API tools. Note Custom metadata records are read-only in the Enterprise and Partner APIs.

Why do we use 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 read custom metadata in Salesforce?

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

How do I use custom metadata loader in Salesforce?

How to deploy custom metadata loaderDownload the folder custom_md_loader and zip all the files inside this folder. Package. xml should be at the top level of the zipped file.Log in to your developer organization via workbench and deploy this zip file. ( migration -> deploy)

What is difference between custom metadata and custom setting?

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.

What is the difference between custom label and custom metadata?

Custom metadata is customizable, deployable, packageable, and upgradeable application metadata. It mainly used to define for custom application development. Custom labels enable developers to create multilingual applications by automatically presenting information in a user’s native language.

How do I query custom meta data?

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 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.

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 I deploy custom metadata records in Salesforce?

Deploy Custom Metadata Type RecordsAdd the ‘Custom Metadata Type’ component to the change set. Note the component type is Custom Metadata Type in the drop-down and select the ‘Constants’. … Add the custom field. Now add the field called Value from constants object.Here’s the additional step. Add the data.

How do I create a custom metadata record 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 you add a custom metadata type to a package?

Package Custom Metadata TypesFrom Setup, search for Packages and then click a package name (or create a package if you haven’t yet). You can use either a managed package or an unmanaged package. … Click Add.For the component type, select Custom Metadata Type.Select Support Tier.Click Add to Package.

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.

Custom Metadata Types in Action

Acme Services offers different levels of support for accounts based on how much the account spends. Higher-level tiers are eligible for an extended warranty and extra discounts. As the Salesforce admin, you create an app configuration that defines which tiers are available.

Create Custom Metadata Types

This unit includes steps for creating a custom metadata type named Support Tier. Don’t skip this exercise because you need this Support Tier later in this module.

Add Custom Fields

We want our custom metadata type to associate each support tier with a minimum spending amount. We also want to include a default discount. Let’s create two custom fields. Adding a custom field to a custom metadata type is just like adding a custom field to a standard or custom object.

Create Records

You can create custom metadata type records from the current custom metadata type page.

Hands-on Challenge

You’ll be completing this challenge 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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