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.

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. …

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What is considered 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.

What is metadata explain?

Often referred to as data that describes other data, metadata is structured reference data that helps to sort and identify attributes of the information it describes.

What is the use metadata?

Simply defined, metadata is the summary and the description about your data that is used to classify, organize, label, and understand data, making sorting and searching for data much easier.

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.

What are the five types of metadata?

With that definition in mind, let’s take a look at six types of metadata you’ll encounter.Descriptive metadata. Descriptive metadata is, in its most simplified version, an identification of specific data. … Structural metadata. … Preservation metadata. … Provenance metadata. … Use metadata. … Administrative metadata.

Why is metadata needed?

Metadata ensures that we will be able find data, use data, and preserve and re-use data in the future. Finding Data: Metadata makes it much easier to find relevant data. Most searches are done using text (like a Google search), so formats like audio, images, and video are limited unless text metadata is available.

What are the four types of metadata?

Metadata Types There are three main types of metadata: descriptive, administrative, and structural. Descriptive metadata enables discovery, identification, and selection of resources. It can include elements such as title, author, and subjects. Administrative metadata facilities the management of resources.

What is metadata and its benefits?

Metadata provides a number of very important benefits to the enterprise, including: Consistency of definitions Metadata contains information about data that helps reconcile the difference in terminology such as “clients” and “customers,” “revenue” and “sales,” etc.

What is another name for metadata?

According to the algorithm that drives this word similarity engine, the top 5 related words for “metadata” are: manifest, annotation, tag, geotag, and sidecar. There are 2 other words that are related to or similar to metadata listed above.

What is difference between metadata and data directory?

The main difference between Data and Metadata is that data is simply the content that can provide a description, measurement, or even a report on anything relative to an enterprise’s data assets. On the other hand, metadata describes the relevant information on said data, giving them more context for data users.

Is metadata a database?

A metadata repository is a database created to store metadata. Metadata is information about the structures that contain the actual data. Metadata is often said to be “data about data”, but this is misleading. Data profiles are an example of actual “data about data”.

What is user data and metadata?

Instance metadata is data about your instance that you can use to configure or manage the running instance. Instance metadata is divided into categories, for example, host name, events, and security groups. You can also use instance metadata to access user data that you specified when launching your instance.

Salesforce Metadata

Metadata is data that describes other data. To understand how Salesforce defines metadata, contrast business data with Salesforce metadata. Business data includes the records that directly correspond to your company’s business such as an address, account, or product.

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. Metadata API doesn’t work directly with business data.

What are metadata components?

Metadata Components and Types. Metadata components are not based on sObjects, like objects in the API. Instead, they are based on metadata types, such as ApexClass and CustomObject, which extend Metadata, the base class for all metadata types. A component is an instance of a metadata type.

What is metadata type?

A metadata type can be identified in the metadata WSDL as any complexType that extends the Metadata complexType. A complexType that is a metadata type includes the following element in its WSDL definition: CustomObject and BusinessProcess extend Metadata so they are metadata types; ActionOverride doesn’t extend Metadata so it’s not …

Does ActionOverride extend metadata?

CustomObject and BusinessProcess extend Metadata so they are metadata types; ActionOverride doesn’t extend Metadata so it’s not a metadata type. You can individually deploy or retrieve a component for a metadata type. For example, you can retrieve an individual BusinessProcess component, but you can’t retrieve an individual ActionOverride …

Disadvantage of custom metadata Type

Like custom setting, custom metaData type also don’t have an option to create a custom tab.

Steps for custom metaData types

Click New > For Label Enter “your Choice” and for Object Enter “Your choice” and save.


Why Metadata?

  • 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 tran

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How Does Metadata Differ from Data?

  • Newbie (and even seasoned) Salesforce administrators assume Metadata and Data are the same — they are not. 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. Confused? Let’s break it down with a few examples.

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Wow! The New ‘Where Is This Used?’ Feature

  • 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…

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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 …

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