Custom Metadata in Salesforce

Custom Metadata in Salesforce

In this edition of our newsletter, we will discuss about custom metadata types in Salesforce.

Custom Metadata empowers you to design tailored metadata types, offering flexibility in managing application configuration.

Unlike Custom Settings, Custom Metadata Types are adaptable and deployable through packages, presenting an optimal solution for storing and managing application settings, configurations and data across diverse environments.

Custom metadata types are identified by a unique suffix of "__mdt" within the API namespace, contrasting with the __c suffix typically associated with custom objects.

For instance, if you were to create a custom metadata type named Salesforcegeeks, its API name would manifest as Salesforcegeeks__mdt.

Why we should use custometadata type in Salesforce?

  • Custom Metadata Types leverage a memory cache to store records, facilitating swift data retrieval.
  • Deploying Custom Metadata alongside data or packaging it simplifies migration between orgs.
  • Custom Metadata empowers dynamic Apex logic adjustments, enhancing flexibility in development.
  • Unlike traditional data storage, Custom Metadata does not impact Governor limits, offering greater scalability.

How to Create Custom Metadata Types in Salesforce?

  • From Setup menu under the custom code navigate to custom metadata types.

  • To create new custom metadata type click on the New Custom Metadata Type button.

  • Enter all the required details for creating a custom metadata type and save the custom metadata type.

Using the methods like getAll(), getInstance(recordId) you can also utilize the custom metadata types in Apex.

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Stay ahead, stay informed and start your journey to mastering Salesforce Flows today ?

We'll be back next Wednesday with fresh insights till that time, continue your exploration and keep learning Geeks ????

Lisa Simpson

Driving Efficiency and Success in Salesforce Implementation with Strategic Sales| Created 20+ success stories with Salesforce CRM| Strategy consultant at Home sweet home

1 年

Love the focus on custom metadata types in Salesforce! It's amazing how they offer tailored solutions for managing application configuration. Can't wait to explore their versatility and how they'll streamline our processes. Thanks for sharing this insightful edition!

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