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Custom Metadata Types Cheat sheet Overview Your custom app configuration records can now be packaged and deployed as easily as any other custom metadata in your app with custom metadata types. You

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How to fill out custom metadata types

How to fill out custom metadata types:

01

First, access the Salesforce setup menu by clicking on your user profile and selecting "Setup."

02

In the setup menu, search for "Custom Metadata Types" in the quick find box and click on it.

03

Click on the "Manage Records" button next to the custom metadata type you want to fill out.

04

On the record management page, click on the "New Custom Metadata Type Record" button to create a new record.

05

Fill out the required fields for the custom metadata type record. These fields will vary depending on the specific custom metadata type you are working with.

06

Optionally, you can also fill out any additional fields that are relevant to your needs or desired configurations.

07

Once you have filled out all the necessary fields, click on the "Save" button to save the record.

08

Repeat steps 4 to 7 for any additional records you need to fill out for the custom metadata type.

Who needs custom metadata types:

01

System administrators who want to define custom configuration settings for their organization.

02

Developers who need to programmatically access static configuration data in their code.

03

Users who want to customize the behavior of certain features or functionalities within their Salesforce org.

Custom metadata types are particularly useful for managing configurations that are likely to change frequently and that you want to access both programmatically and declaratively. They provide a way to define and store custom configuration data that can be easily accessed and utilized by various components and functionalities within your Salesforce org.

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What is custom metadata types?

Custom metadata types are metadata components that allow you to create custom sets of data about your org’s records, similar to custom objects, but in a more metadata-driven and dynamic way.

Who is required to file custom metadata types?

Any Salesforce administrator or developer who wants to create custom metadata types for their organization is required to file them.

How to fill out custom metadata types?

Custom metadata types are filled out by defining custom fields, relationships, and other settings in the Salesforce Setup menu.

What is the purpose of custom metadata types?

The purpose of custom metadata types is to provide a way to package and deploy metadata in a more flexible and dynamic manner.

What information must be reported on custom metadata types?

Custom metadata types typically include information such as field labels, field types, and field values for use in various Salesforce configurations.

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