How to Import Salesforce Custom Metadata Records using CSV/JSON.
- 1. Prepare your Data. You can use any online service that converts CSV into JSON. I recommend the service below: Simply upload your CSV file ...
- 2. Create the mdtImport Apex Class using the code below.
- 3. Adjust the Wrapper class to your requirements.
- 4. Execute the method.
How to export Salesforce data?
Using the Data Export Service
- From Setup, enter Data Export in the Quick Find box, then select Data Export and Export Now or Schedule Export. ...
- Select the desired encoding for your export file.
- If you want images, documents, attachments, and so on included in your data, select the appropriate options.
How do I import data into Salesforce?
Step 1: Select your Connection, Operation and Object
- Select your connection from the dropdown menu. Your login credentials will be your default connection. ...
- Select your operation type: Insert , Upsert or Update.
- Select the object you wish to import data into - e.g. Account, Contact, Lead, etc.
How to back up Salesforce?
Why do I need a Salesforce Backup Solution?
- Mass Data Import – With tools such as the Data Loader, an Admin can modify 1000’s of records in a few seconds. ...
- Rogue Automation – Deploying a buggy Apex Trigger or Process Builder that overwrites data could mean mass data loss or corruption.
- User Error – General mistakes from an Admin or a user are totally possible at any time.
What is OData in Salesforce?
- Customers and prospects visit an eCommerce website.
- A record of the visit is generated and converted into a format that works in Odata & Salesforce software (Contact record -> Activity log).
- If a sale is made, a Customer Record and Sales Order are automatically generated.
How do I import metadata?
Steps to Import MetadataIn the Repository Manager, select the folder into which you want to import metadata, and click Repository > Import Metadata. ... Choose the source tool to import the object. ... Click Next. ... Enter the options specific for the tool from which you are importing. ... Click Next. ... Enter the PowerCenter options.More items...
How do I deploy custom metadata records in Salesforce?
Deploy Custom Metadata Type RecordsAdd the 'Custom Metadata Type' component to the change set. Note the component type is Custom Metadata Type in the drop-down and select the 'Constants'. ... Add the custom field. Now add the field called Value from constants object.Here's the additional step. Add the data.
How do I mass create custom metadata records in Salesforce?
Select your . csv file and the corresponding custom metadata type. Click Create custom metadata to bulk load the records from the . csv file.
How do I update metadata records in Salesforce?
To update existing custom metadata record, use its DeveloperName in fullName. Note: FullName given in above code is Unique. If value already exists with same fullName, that is any existing record with Test fullName will get updated.
What is the difference between custom setting and custom metadata?
Main difference between custom metadata and custom setting is that custom metadata records are deployable and packagable. But we can not deploy custom setting data. Custom settings enable you to create custom sets of data, as well as create and associate custom data for an organization, profile, or specific user.
What is custom metadata in Salesforce?
Custom metadata is customizable, deployable, packageable, and upgradeable application metadata. First, you create a custom metadata type, which defines the form of the application metadata. Then you build reusable functionality that determines the behavior based on metadata of that type.
Can we import data in custom metadata Salesforce?
Yes!! This custom metadata loader lets you load or update up to 200 records of custom metadata types with a single call. The custom metadata loader lets you load or update up to 200 records with a single call. Download the tool from GitHub and deploy the package to your org via Workbench.
How do you add a custom metadata type to a package?
From Setup, enter Packages in the Quick Find box, then select Packages, click your package name, and then click Add. To add custom metadata types: Select the Custom Metadata Type component type. Select the custom metadata type you want to add to your package.
How do I deploy custom metadata records using Workbench?
To add custom metadata records:Select the custom metadata type's label from the available component types, for example, Threat Tier . If the type is from a package that you're extending, use Threat Tier [vacations] .Select the records to add.Click Add to Change Set.
How do I update metadata?
Basic Steps for Updating Metadata ComponentsCreate an array of the components you want to update. All components must be of the same type.Invoke the updateMetadata() call, passing in the array of metadata components to update. A SaveResult object is returned for each component you try to update.
Where is custom metadata in Salesforce?
You can use the Salesforce command-line interface to create custom metadata types, generate fields, create records, create records from a CSV file, and generate custom metadata types from an sObject. Use SOQL to access your custom metadata types and to retrieve the API names of the records of those types.
How do I create a metadata in Salesforce?
Create Custom Metadata TypesFrom Setup, enter Custom Metadata Types in the Quick Find box and select Custom Metadata Types.Click New Custom Metadata Type.For Label, enter Support Tier and for Plural Label, enter Support Tiers .Click Save. After you save, you land on the Custom Metadata Type Support Tier page.
1. Prepare your Data
You can use any online service that converts CSV into JSON. I recommend the service below: https://csvjson.com/csv2json
2. Create the mdtImport Apex Class using the code below
As you can see you can execute the methods metaDataTypeName passing the metaDataTypeName and jsonString as attributes, where metaDataTypeName is the API Name of your Custom Metadata Type ( ending with __mdt) and jsonString is the inline JSON that you've copied on step 1.1, But first, you have to adjust the attributes on the JSONCsvTemplate>mdtRecords to fit like your CSV database ..
4. Execute the method
After following all the previous steps and making sure you've created and saved the class on your Salesforce Org, all you have to do next is to execute the insertMetadataRecords Get your Custom Metadata Type API Name (ending with __mdt) and your JSON String generated in step 1.1, and execute the method on the Apex Anonymous Window inside the developer console (CTRL+E).
Attention
I've already tested the deploy of 600 records per execution, try to respect that limit to avoid errors.
Can you import records from Salesforce DX?
The Salesforce DX CLI can now import these records using the cmdt command. This is the recommended approach. The older tools are still technically viable, but should only be used if you somehow can't use Salesforce DX.
Does Data Loader support custom metadata?
The Data Loader, as far as I can tell, does not support Custom Metadata (and we've been given no indication if this will be available in the future). In fact, custom metadata isn't "real" data, and is actually documented in the Metadata API documentation.
Way 1: Custom Metadata Loader
forcedotcom/CustomMetadataLoader: Tool to help users bulk create and update custom metadata records in salesforce.com from a CSV file. (github.com) - ( https://github.com/forcedotcom/CustomMetadataLoader )
Way 2: CSV to Custom MetaData Flow Screen Component
Flow Screen Component: Create/Update Custom Metadata type Records using CSV and Flow | forcePanda (wordpress.com) - ( https://forcepanda.wordpress.com/2021/02/23/flow-screen-component-create-custom-metadata-type-records-using-csv-and-flow/ )
Way 3: VS Code SFDX CLI Command
cmdt Commands | Salesforce CLI Command Reference | Salesforce Developers. - ( https://developer.salesforce.com/docs/atlas.en-us.sfdx_cli_reference.meta/sfdx_cli_reference/cli_reference_force_cmdt.htm#cli_reference_force_cmdt_record_insert )
Way 4: Other approach was Apex Class
In this we can use below apex class with metadata bulk insertion method, but the limit is of 50 records at a time due to metadata enqueue LIMIT Exception and we also need to convert our CSV file to inline JSON first using https://csvjson.com/csv2json then replace \n with space & ' to \' and then we're ready to put that string into our apex class.
