Become a Superstar Admin with Custom Metadata Types
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This presentation discusses how administrators can use custom metadata types in Salesforce to reduce maintenance costs and easily deploy configurations between orgs. Custom metadata types allow admins to define metadata records that can be referenced in formulas, validation rules, flows, and process builders rather than hardcoding values. Attendees will learn how custom metadata types work similarly to custom objects and how they can create their own types to control various configuration aspects of their org in a reusable way. The presentation encourages participants to start learning about custom metadata types on Trailhead to take advantage of this new capability.
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Become a Superstar Admin with Custom Metadata Types
- 1. Become a Superstar Admin with Custom Metadata Types Salesforce World Tour New York City Vladimir Gerasimov Director, Product Management | Salesforce
- 2. This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements. Statement under the Private Securities Litigation Reform Act of 1995 Forward-Looking Statement
- 3. 70% of Time is Spent on Maintaining Existing Features Maintaining references used in logic Updating Code when configuration changes Simple changes made that impact code. “Sorry we broke it now fix it” Maintaining hardcoded “things” Building Cool Features that bring value to users Migrating to Lightning
- 4. Reduce the Cost by Using Custom Metadata Types Easy Deployments Control your flows with custom metadata types Reference records of custom metadata types in validation rules Flows Validation Rules Deploy records of custom metadata types with packages and change sets Reference records of custom metadata types in formula fields Formula Fields Process Builder Control process builder execution with custom metadata types NEW
- 5. Metadata Types Define How Your Org Functions Data Objects For the business Used by users Metadata Types For the app Used by Admins
- 6. You Have Been Using Standard Metadata Types Already Standard Built by Salesforce Custom Built by Admins Data Objects For the business Used by users Account Invoice Contact Warranty Opportunity Project Metadata Types For the app Used by Admins Validation Rules Stock Point Rule Account Settings Warranty Settings CO Translations VAT Rules
- 7. Work similar as Custom Objects You can add custom fields to it You can manage records in one place Similar as you create custom objects You Can Create Your Own Custom Metadata Types
- 8. Custom Metadata Types and Records available in: • Change Sets • Managed / Unmanaged packages • Salesforce CLI Migrate CMT Records Between Orgs as 1-2-3
- 9. How to reference a record Custom Metadata Types in Formulas IF( OR( ShippingState = "HI", ShippingState = "AK"), 50, 0 )
- 10. Replace It with a Custom Metadata Type Record Reference IF( OR( ShippingState = "HI", ShippingState = "AK"), $CustomMetadata.Shipping_Policy__mdt.HI_AK.ShippingCost__c, $CustomMetadata.Shipping_Policy__mdt.Standard.ShippingCost__c)
- 11. Custom Metadata Types in Process Builder Summer ‘19
- 13. Check out our new “Custom Metadata Types” modules Join Custom Metadata Types Trailblazer group Start with Trailhead today Don’t Be Late to the Party Custom Metadata Types Basics Programmatic Development with Custom Metadata Types