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Create and Manage Custom Metadata Types

Learning Objectives

After completing this unit, you’ll be able to:
  • Declaratively create custom metadata types.
  • Create custom metadata type fields.
  • Create metadata records.

Custom Metadata Types in Action 

Acme Services offers different levels of support for accounts based on how much the account spends. Higher-level tiers are eligible for an extended warranty and extra discounts. As the Salesforce admin, you create an app configuration that defines which tiers are available. You also need to deploy this app to your production org with all of its configurations. Sounds like a job for custom metadata types, which include both the metadata definitions and records.

Let’s create a custom metadata type and add two custom fields on our type: a Minimum Spending field and a Default Discount field. The minimum spending determines how much a particular account needs to spend in order to qualify for a support tier. Default discount is the automatic discount applied to a specific tier.

After you create the type with all its fields, add custom metadata type records. The custom metadata type records store configuration data. For our example, you create a record for each support tier that’s relevant to your org.

Create Custom Metadata Types

Note

Note

 This unit includes steps for creating a custom metadata type named Support Tier. Don’t skip this exercise because you need this Support Tier later in this module.

Create a custom metadata type called Support Tier.

  1. From Setup, enter Custom Metadata Types in the Quick Find box and select Custom Metadata Types.
  2. Click New Custom Metadata Type.
  3. For Label, enter Support Tier and for Plural Label, enter Support Tiers.
  4. Click Save.
    After you save, you land on the Custom Metadata Type Support Tier page. This page includes the details of the custom metadata type. From here you can add custom fields, add records, create validation rules, and edit page layouts.

Form showing the details of a custom metadata type

Add Custom Fields

We want our custom metadata type to associate each support tier with a minimum spending amount. We also want to include a default discount. Let’s create two custom fields. 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.
  6. Create another custom field, this time using Number as the field type.
  7. For the Field Label, type Minimum Spending.
  8. For Length, type 6
  9. For Field Manageability, select Any user with the Customize Application permission (package upgrades won't overwrite the value)
  10. Click Next and then click Save.

Form showing the custom fields of a custom metadata type

By itself, a custom metadata type isn’t useful. Let’s keep up the pace and create some custom metadata records.

Create Records

You can create custom metadata type records from the current custom metadata type page.

  1. On the Support Tier page, click Manage Support TiersForm with a highlight around the Manage Support Tiers button
  2. Click New.
  3. For the Label, type Bronze.
  4. For the Support Tier Name, type Bronze.
  5. For Default Discount, enter 0.
  6. For Minimum Spending, enter 0
  7. Click Save & New.
  8. Repeat this process until you have all of these values:
    Master Label Default Discount (Custom Field) Minimum Spending (Custom Field)
    Bronze 0% 0
    Silver 10% 1,000
    Gold 15% 5,000
  9. After you save the Gold record, you can return to the Support Tier page by clicking, Custom Metadata Types in the Setup window.
    You see a list of all your custom metadata types.
    The All Custom Metadata Types form with numbers showing the location of the Manage Records and Support Tier buttons

To view or add records to the Support Tier custom metadata type, click Manage Records.

To view the details of the Support Tier custom metadata type, click Support Tier.

If you’re a developer, after you create these individual records you can build custom functionality using SOQL and Apex to get your app working the way you need it to. (We cover some more technical aspects of using custom metadata types in the next module, so stay with us!)

Later, you can package and install all of these components, including your records, in other orgs. To include more support tiers, add new records to your package.

Let’s see how to reference custom metadata type records in formulas, default values, and validation rules.