Custom Metadata Types are a form of application metadata in Salesforce that is customizable, deployable, packageable, and upgradeable. They define the structure of custom metadata rows, resembling custom object rows, and are used to build reusable functionality that determines behavior based on metadata of that type. Custom Metadata Types can be applied for various purposes, such as mappings, business rules, primary data, and allowlists, and are read-only in the Enterprise and Partner APIs.
Creating custom metadata in Salesforce involves a two-step process.
When using custom metadata, follow best practices such as using them for mappings, business rules, primary data, and allowlists. Combine configuration records with custom functionality for better results. Be aware of common mistakes, such as:
When deciding between Custom Metadata and Custom Settings in Salesforce, it's essential to understand their differences and use cases. Custom Metadata is metadata, while Custom Settings are data. Custom Metadata records are read-only in the Enterprise and Partner APIs, whereas Custom Settings can be modified. Additionally, Custom Metadata can be migrated using packages or Metadata API tools, while Custom Settings cannot.
Custom Metadata Types are customizable, deployable, packageable, and upgradeable, allowing for the creation of reusable functionality based on metadata. They can be used for various purposes, such as mappings, business rules, primary data, and allowlists. On the other hand, Custom Settings provide a way to store custom data that can be accessed and modified by users. They can be used to store data specific to an organization or user and can be accessed and modified using the Enterprise and Partner APIs.
Practical applications of Custom Metadata Types in Salesforce can be found across various industries and use cases. Some examples include:
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