Custom Metadata #inSalesforce

Custom Metadata #inSalesforce


Custom metadata in Salesforce is a flexible and scalable way to store custom data. It's a good option for making frequent changes to custom data or testing different configurations.


To create a custom metadata type, you can:

Go to Setup > Custom Metadata Types > New Custom Metadata Type.

Give your custom metadata type a label, name, and description.

Define the form of the application metadata.

Build reusable functionality.


Custom metadata types:

-Are customizable, deployable, packageable, and upgradeable.

-Store records in a memory cache for faster retrieval of data.

-Have a size based on field size, not actual records.


You can use custom metadata types to:

-Define custom charges, like duties and VAT rates.

-Include the type as part of an extension package so subscriber orgs can reference the master data.


Check visual for creation process https://www.youtube.com/watch?v=mCOP2yC4GnY

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