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Topics#Financial Services CloudWojciech Krasowski's Question
Wojciech Krasowski asked in #Financial Services Cloud
Mar 2, 7:45 PM

How can I retrieve metadata for the InteractionType field on the Interaction object?

Hi,

We are using Salesforce with Financial Services Cloud and working with a standard object (not a managed package object).

I recently added new values to the Interaction object field: InteractionType

. Now I’m trying to retrieve the metadata for this picklist, but I’m unable to locate it anywhere and haven’t found any useful documentation about where these values are stored. 

 

So far, I’ve checked the following metadata types:

  • StandardValueSets
  • GlobalValueSets
  • CustomObject (field, object, and record types)
  • Settings

At one point, I even retrieved all metadata from the org and searched through it, but I still couldn’t find the picklist values.

Does anyone know where the picklist values for this field are stored or how they can be retrieved via metadata? 

 

For reference, this is how the InteractionType.field-meta.xml looks:

<?xml version="1.0" encoding="UTF-8"?><CustomField xmlns="http://soap.sforce.com/2006/04/metadata">    <fullName>InteractionType</fullName>    <inlineHelpText>The type of interaction.</inlineHelpText>    <trackHistory>false</trackHistory>    <type>Picklist</type></CustomField>

 

@* Financial Services Cloud *

 

 

#Financial Services Cloud

1 answer
  1. Philipp Rackwitz
    Mar 5, 2:41 PM

    Hi Wojciech,

    Good news - you CAN retrieve custom picklist values you added to managed package fields via metadata! Here's what's likely happening:

    Understanding the Structure: The Interaction object (likely InteractionSummary in FSC) is a managed package object. When you add custom picklist values to a managed field, those values ARE retrievable - they're stored as part of your org's customizations.

    How to Retrieve Your Custom Picklist Values:

    Option 1: CustomField Metadata Type Use the full API name format:

    NamespacePrefix__ObjectName__c.InteractionType

    In your package.xml:

    <types>
        <members>InteractionSummary.InteractionType</members>
        <name>CustomField</name>
    </types>

    Option 2: Check if it uses a GlobalValueSet The picklist might reference a GlobalValueSet. Try retrieving:

    <types>
        <members>*</members>
        <name>GlobalValueSet</name>
    </types>

    Then search the results for anything related to InteractionType.

    Option 3: Tooling API to Inspect

    SELECT Id, DeveloperName, Metadata FROM CustomField WHERE DeveloperName = 'InteractionType'

    Why your field-meta.xml appears empty: If the field uses a GlobalValueSet or StandardValueSet, the values won't appear inline - you need to retrieve that separate metadata type.

    Troubleshooting tip: Run a full retrieve of GlobalValueSet and StandardValueSet metadata types and search for "Interaction" to find where the values live.

    Hope this helps narrow it down!

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