Slaesforce FAQ

how to retrieve custom settings in salesforce

by Ernesto Volkman Published 2 years ago Updated 1 year ago
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What are custom settings in Salesforce?

Custom Settings Custom settings are similar to custom objects. Application developers can create custom sets of data and associate custom data for an organization, profile, or specific user. All custom settings data is exposed in the application cache, which enables efficient access without the cost of repeated queries to the database.

How do I enable route and traffic data for Salesforce Rep profiles?

By creating a hierarchy setting with custom checkbox fields for route and traffic, you can enable this data for just the “Sales Rep” profile. You can create a custom setting in the Salesforce user interface: from Setup, enter Custom Settings in the Quick Find box, then select Custom Settings.

How to get the value of a custom setting?

You can use SOQL to query Custom Settings just like an object. Use a SQOL query to find the right value: Show activity on this post. Could you not simply populate the name identifier of the custom setting with a unique concatenation of SF_Source_Type__c and SF_Source_Sub_Type__c ?

How can I see existing custom settings data in the organization?

Apex tests must use SeeAllData=true to see existing custom settings data in the organization. As a best practice, create the required custom settings data in your test setup. There are two types of custom settings.

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How do I access custom settings fields in Apex?

Hierarchy Custom Setting MethodsgetInstance() Returns a custom setting data set record for the current user. ... getInstance(userId) Returns the custom setting data set record for the specified user ID. ... getInstance(profileId) ... getOrgDefaults() ... getValues(userId) ... getValues(profileId)

How do I query custom settings in Salesforce SOQL?

Yes, you can perform SOQL query in custom settings as you perform in the salesforce object. You have a custom setting name School__c which having the field RollNo__c and Name. SELECT Name, RollNo__c FROM School__c WHERE Name = 'XYZ'; If you find your Solution then mark this as the best answer.

How do I backup my custom settings in Salesforce?

Few Simple Steps to Export Custom Settings in SalesforceOpen the BOFC Home > Click “Export Custom Settings”.It will open below screen for Manage Custom Settings. ... Once “Click to Initiate Export” button is clicked, it will display a table with the Export Status.More items...•

How do I move custom settings in Salesforce?

The custom settings should be available as a custom object on the object's list. You can deploy the custom Settings using changeset or any other migration tool using the CustomObject metadata. If you are going with the changeset then you can search for the custom setting name under the Custom Object component.

How do you find custom setting values in flow?

Navigate to the Q1 Custom Setting, click 'Manage', and then click 'New'. This will take you to the New Custom Setting Record page. Specify the Profile and the question that is relevant to the Sales Team, and click Save.

How do I get custom value values in a list?

Setup -> Develop -> Custom Settings -> New -> For Label “Country Code” and for Object “Country_Code” and Save. After you define custom settings, add fields to them. The custom fields contain the data used by the custom setting. Select Custom Settings, and then click Manage next to a custom setting.

How do I export custom settings?

For exporting the data inside the custom setting, click on Setup > Data Management > Data Loader, download, install, and run. It will let you export all the data, or export a filtered subset.

How do I recover a deleted custom object in Salesforce?

In the Deleted Objects list, you can do any of the following:Click the object's label to view details about it.Click Erase to permanently remove the object and its data.Click Undelete to restore the object and its data.

How do I restore data in Salesforce?

If the record is visible in the Recycle Bin, select that item and click Undelete to restore it, review View, Restore, and Manage the Recycle Bin in Salesforce Classic.

What are Salesforce custom settings?

Custom settings are similar to custom objects in that they let you customize org data. Unlike custom objects, which have records based on them, custom settings let you utilize custom data sets across your org. Custom settings also let you distinguish particular users or profiles based on custom criteria.

Can custom setting be deployed?

Gearset's data loader can deploy custom settings as well as custom objects. Before you deploy custom settings data, you'll need to make sure the metadata is the same in the source and target orgs.

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.

Usage

Custom settings methods are all instance methods, that is, they are called by and operate on a specific instance of a custom setting. There are two types of custom settings: hierarchy and list. There are two types of methods: methods that work with list custom settings, and methods that work with hierarchy custom settings.

Custom Setting Examples

The following example uses a list custom setting called Games. The Games setting has a field called GameType. This example determines if the value of the first data set is equal to the string PC.

Hierarchy Custom Setting Examples

In the following example, the hierarchy custom setting GamesSupport has a field called Corporate_number. The code returns the value for the profile specified with pid .

Country and State Code Custom Settings Example

This example illustrates using two custom setting objects for storing related information, and a Visualforce page to display the data in a set of related picklists.

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