How do I create a custom object in Salesforce?
Upload Your Spreadsheet
- Open this spreadsheet and save it. ...
- Click the setup cog and select Setup.
- Click the Object Manager tab.
- Click Create.
- Select Custom Object from Spreadsheet .
- Click Log in with Salesforce.
- Enter your Trailhead Playground username (listed in the email you just received) and password that you reset in the previous section.
- Click Log In.
- Click Allow.
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.
What is a master detail in Salesforce?
Salesforce - Master Detail Relationship. Advertisements. Previous Page. ... The Master Detail relationship is used when we want to control the display of detail records based on the value in the master record. For example, in the courier company model a delivery schedule is always linked to a delivery location. If we remove a delivery location ...
What is a custom object in Salesforce?
What is a Junction Object in Salesforce?
- Salesforce Junction Object. Salesforce Junction Objects give you a way to create a many-to-many relationship between Salesforce objects.
- Creating a Junction Object. Creating a Junction Object is simple, and once you’ve created your first one, the concept will become second nature.
- Salesforce Example. ...
- Summary. ...
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How do I fetch metadata in Salesforce?
Here are 4 methods of retrieving your Salesforce metadata.API.ANT Migration Tool.Managed Package.Manually Search Objects.
How does metadata work in Salesforce?
Metadata is data that describes other data. For example, in a Salesforce org, there is a standard object called Account. When you add a record with a customer's contact information to an Account, you are adding metadata and data. Field names, such as first name and last name are metadata.
Where is metadata in Salesforce?
In Salesforce.com, custom objects are used to store custom data which stores application metadata Metadata can be managed by custom objects. Custom settings are managed by the following settings. Go to Setup=>App Setup=>Develop=>Custom Settings.
How do I deploy metadata in Salesforce?
From Setup, enter Outbound Change Sets in the Quick Find box, then select Outbound Change Sets, click your change set 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 outbound change set.
How do I query custom metadata?
Use field from custom metadata type as parameter in SOQL Querywhile injecting parameter values into variables to be injected in the WHERE clause, use ":" colon before it.place any WHERE clause in custom metadata type query as appropriate.Apex has visibility to custom metadata type.
What is the difference between data and metadata in Salesforce?
Data relates to the records that a business relies on, such as Users, Accounts, Contacts, to name a few. On the other hand, Metadata is the data that describes other Data.
What is the metadata API in Salesforce?
Metadata API Functionality The main purpose of Metadata API is to move metadata between Salesforce orgs during the development process. Use Metadata API to deploy, retrieve, create, update, or delete customization information, such as custom object definitions and page layouts.
How do I find metadata in Apex?
Use the Apex getAll(), getInstance(recordId), getInstance(qualifiedApiName), and getInstance(developerName) methods to retrieve information from custom metadata type records faster.
What are metadata types 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.
How do I deploy metadata in Salesforce VS code?
Edit in a Scratch OrgIn the terminal window in VS Code, open your scratch org by running this command: sfdx force:org:open.From Setup, in the quick find menu, enter Permission and select Permission Sets.Click New. Label: Sticker Manager. ... Click Save.Select Object Settings.Select Stickers.Click Edit. ... Click Save.
How do I deploy metadata in Salesforce using Workbench?
Visit the Workbench site and login with username and password, if not already logged in. 4. Click the Migration tab....To perform a Deploy operation (Upload changes from the configuration data to Salesforce):Auto Update Package.Check Only.Ignore Warnings.Perform Retrieve.Purge On Delete.Rollback On Error.Single Package.
How do I use metadata API in Apex?
To work with metadata from within Apex code, use classes in the Metadata namespace. You can access two top-level metadata types: page layouts and records of custom metadata types, which gives you the ability to handle much of the customization and configuration for your org.
Salesforce Metadata
Metadata is data that describes other data. To understand how Salesforce defines metadata, contrast business data with Salesforce metadata. Business data includes the records that directly correspond to your company’s business such as an address, account, or product.
Metadata API Functionality
The main purpose of Metadata API is to move metadata between Salesforce orgs during the development process. Use Metadata API to deploy, retrieve, create, update, or delete customization information, such as custom object definitions and page layouts. Metadata API doesn’t work directly with business data.
Metadata API
Metadata API can be used to retrieve, deploy, create, update or delete customization information, such as custom object definitions and page layouts.It can be used to access things programmatically that were previously not accessible. We can create fields or update their specifications directly from Apex code.
Metadata API Uses
Let’s say that you support multiple orgs, and you’ve created a custom field. You want to add your new field to the page layouts in all your orgs. This type of configuration information is stored in metadata types and components in your org.
How to use Metadata API?
Metadata APIs are internally used in the workbench under migration Tab.
Calling Metadata API from third party
Metadata not only gives access from Salesforce but using any third party languages using the Metadata API all these operations.
Limitations
Currently only reading, updating and creation are possible from code deletion is not yet supported, still we can use workbench Retrieve and Deploy options to do the same.
Key Takeaways
Metadata API would be useful to create tools for admins to make their work a lot faster.
