Adding Custom MetaData

1. Search Setup for Custom Metadata Types.
2. On the All Custom Metadata Types page, click Manage Records next to the custom metadata type for which you want to add or modify records.
3. On the list of custom metadata records, click New, or click Edit to modify an existing custom metadata record.
4. Fill out the fields.

1. How do I add values to custom metadata?
2. How do I create a custom meta data?
3. How do you add a custom metadata type to a package?
4. How do I create a custom metadata record in Salesforce?
5. What's the main difference between a custom metadata type and a custom setting?
6. Can we query custom metadata?
7. How do custom metadata types work?
8. What is the difference between custom metadata and custom object?
9. Can we use custom metadata in approval process?
10. How do I retrieve custom metadata?
11. How do I access custom metadata?
12. How do I add custom metadata to XML?

How do I add values to custom metadata?

Adding a custom field to a custom metadata type is just like adding a custom field to a standard or custom object.

1. In the Custom Fields section of the Support Tier page, click New.
2. Select Percent, then click Next.
3. For Field Label, type Default Discount .
4. For length, type 2 .
5. Click Next and then click Save.

How do I create a custom meta data?

To create, go to setup -> Custom Metadata Types and click on new custom metadata types button. Fill required details. Custom metadata type api name ends with “__mdt”. After creating this, you will get an option to create fields, layout and validation rules.

How do you add a custom metadata type to a package?

Package Custom Metadata Types

1. From Setup, search for Packages and then click a package name (or create a package if you haven't yet). You can use either a managed package or an unmanaged package. ...
2. Click Add.
3. For the component type, select Custom Metadata Type.
4. Select Support Tier.
5. Click Add to Package.

How do I create a custom metadata record in Salesforce?

Create the Configuration

1. From Setup, enter metadata in the Quick Find box, then select Custom Metadata Types.
2. Locate the type Trailshred Setting, then click Manage Records.
3. Click New.
4. Create the metadata record as follows: Label: Audio When Oppty Closed Won. ...
5. Click Save.

What's the main difference between a custom metadata type and a custom setting?

Custom metadata are like custom setting but records in custom metadata type considered as metadata rather than data. These are typically used to define application configurations that need to be migrated from one environment to another, or packaged and installed.

Can we query custom metadata?

You can now query your custom metadata type or entity definition using Apex. Create direct relationships to field definitions or entity particles. 1. From the detail page of your custom metadata type, click New under Custom Fields.

How do custom metadata types work?

Instead of storing hard-coded data, custom metadata types let you configure apps by building reusable functionality that determines the behavior based on metadata. And you can do much of this customization work using declarative tools.

What is the difference between custom metadata and custom object?

Similar to a custom object or custom setting, a custom metadata type has a list of custom fields that represent aspects of the metadata. Custom Object: Custom objects are custom database tables that allow you to store information unique to your organization.

Can we use custom metadata in approval process?

Custom Metadata Type is similar to a custom object – it allows application developers to create custom sets of data, as well as to create and associate custom data with an organization. ... As of the Summer'17 release, custom metadata is not yet available in Process Builder.

How do I retrieve custom metadata?

1. Make sure to download the latest force.com Migration tool from your salesforce instance. ...
2. Drop the ant-salesforce jar into your lib of the ANT directory. ...
3. Use proper package XML as shown below <? ...
4. Run the ant retrieve to fetch all custom metadata files.

How do I access custom metadata?

Click the name of the profile or permission set that you want to edit. Click Custom Metadata Types. Click Edit. Select the custom metadata types that you want to grant access to, and add them to the Enabled Custom Metadata Types list.

How do I add custom metadata to XML?

1. Include Custom Metadata Type schema in package.xml using CustomObject tag.
2. Include Custom Metadata Type records in package.xml using CustomMetadata tag.