![]() ![]() Because the records are metadata, you can migrate them using packages or Metadata API tools. You create, edit, and delete custom metadata rows in Metadata API or in Setup. Secrets-Store information, like API keys, in your protected custom metadata types within a package.Ĭustom metadata rows resemble custom object rows in structure.Whitelists-Manage lists, such as approved donors and pre-approved vendors.If you include this type as part of an extension package, subscriber orgs can reference the master data. Create a custom metadata type that defines custom charges, like duties and VAT rates. Master data-Let’s say that your org uses a standard accounting app. ![]() Use custom metadata types along with some Apex code to route payments to the correct endpoint. Business rules-Combine configuration records with custom functionality.Mappings-Create associations between different objects, such as a custom metadata type that assigns cities, states, or provinces to particular regions in a country.For example, you can use custom metadata types for the following. Your reusable functionality reads your custom metadata and uses it to produce customized application behavior. When you package a public custom metadata type, customers who install the package can add their own records to the metadata type. Being able to change the metadata allows Salesforce to be a dynamic application that can be changed to fit your business needs at any point in time.After you create a public custom metadata type, you or others can declaratively create custom metadata records that are defined by that type. Metadata within Salesforce describes how the application is going to function for the end users. With the FlexiPageRegion field being a list of regions that are in the FlexiPage. The description field is a free form text describing the FlexiPage. Such as the FlexiPage metadata type (Lightning Record Page) Layouts in the type field it has a set of values that the type can be. Each metadata type within has a set of fields which determine what can be updated and what values they can be updated to. Generally these changes are first made in a Sandbox or Scratch Org and then promoted up to a Production environment through a change set, automated deployment tool, or Salesforce CLI.Īll metadata is categorized through different metadata types which define to Salesforce and the person changing the metadata what exactly is being changed. In a production environment you do not have the ability to make any changes to Apex directly, in order to make changes a deployment needs to be made. Some metadata in Salesforce can only be updated through a deployment or through a REST API. However it does not allow the ability to update everything. In order to update metadata it needs to be updated through Salesforce Setup which allows the ability to update a wide range of metadata such as previously described. However they will not be updating any metadata. The end user such as a sales rep will interact with the metadata in the sense of the layout definition determining what they can see on a page. This is what admins, developers, and architects will be updating within Salesforce. In the terms of Salesforce metadata is your Objects, Fields, Page Layouts, etc. Author: Bruce Tollefson Published: Modified: May 25, 2022 ![]()
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