Metadata

Metadata API, source format, package.xml and deployments.

• AccountingFieldMapping Metadata Type in SFDX

  Configure and deploy AccountingFieldMapping metadata in Salesforce Accounting Subledger to map source CRM fields to target journal entry ledger fields.

• AccountingModelConfig Metadata Type in SFDX

  Configure and deploy AccountingModelConfig metadata in Salesforce to define subledger accounting models, record filters, and journal generation rules.

• AccountingSettings Metadata Type in SFDX

  Manage and deploy AccountingSettings metadata in Salesforce to enable Accounting Subledger, transaction journal creation, and financial period controls.

• AccountInsightsSettings Metadata Type in SFDX

  Configure and deploy AccountInsightsSettings metadata in Salesforce to control Einstein Account Insights news alerts and executive signals on Accounts.

• AccountIntelligenceSettings Metadata Type in SFDX

  Configure and deploy AccountIntelligenceSettings metadata in Salesforce to manage Einstein Account Intelligence, automated logos, and news insights.

• AccountPlanObjMeasCalcDef Metadata Type in SFDX

  Configure and deploy AccountPlanObjMeasCalcDef metadata in Salesforce to automate Account Plan objective measure rollups and KPI calculations.

• AccountPlanSettings Metadata Type in SFDX

  Configure and deploy AccountPlanSettings metadata in Salesforce to enable native Account Plans, strategic objectives, and relationship maps in Sales Cloud.

• AccountRelationshipShareRule Metadata Type in SFDX

  Configure and deploy AccountRelationshipShareRule metadata in Salesforce to grant record access across partner and subsidiary Account Relationships.

• AccountSettings Metadata Type in SFDX

  Configure and deploy AccountSettings metadata in Salesforce to manage Account Teams, Account Relationships, Contact to Multiple Accounts, and hierarchy views.

• ActionableListDefinition Metadata Type in SFDX

  Configure and deploy ActionableListDefinition metadata in Salesforce to build Industry Cloud outreach lists backed by Data Processing Engine definitions.

• ActionLinkGroupTemplate Metadata Type in SFDX

  Configure and deploy ActionLinkGroupTemplate metadata in Salesforce to build reusable Chatter feed action buttons for external APIs and UI redirects.

• ActionOverride Metadata Type in SFDX

  Configure and deploy ActionOverride metadata in Salesforce to customize View, New, Edit, and Tab standard buttons using LWC, Aura, or FlexiPages.

• ActionPlanTemplate Metadata Type in SFDX

  Configure and deploy ActionPlanTemplate metadata in Salesforce to standardize repeatable task checklists and document collection across Industry Clouds.

• ActionsSettings Metadata Type in SFDX

  Configure and deploy ActionsSettings metadata in Salesforce to manage default Quick Actions, publisher layouts, and third-party action integrations.

• ActivationPlatform Metadata Type in SFDX

  Configure and deploy ActivationPlatform metadata in Salesforce Data Cloud to define external ad networks, cloud storage, and segment activation targets.

• ActivationPlatformActvAttr Metadata Type in SFDX

  Configure and deploy ActivationPlatformActvAttr metadata in Salesforce Data Cloud to map Data Model Object attributes onto external activation payloads.

• ActivationPlatformField Metadata Type in SFDX

  Configure and deploy ActivationPlatformField metadata in Salesforce Data Cloud to define target schema fields and data types for activation platforms.

• ActivitiesSettings Metadata Type in SFDX

  Configure and deploy ActivitiesSettings metadata in Salesforce to manage Shared Activities, Group Tasks, Account rollups, and task notifications.

• ActvPfrmDataConnectorS3 Metadata Type in SFDX

  Configure and deploy ActvPfrmDataConnectorS3 metadata in Salesforce Data Cloud to define Amazon S3 bucket egress connectors for Activation Platforms.

• ActvPlatformAdncIdentifier Metadata Type in SFDX

  Configure and deploy ActvPlatformAdncIdentifier metadata in Salesforce Data Cloud to define identity match keys like hashed email and MAID for activations.

• ActvPlatformFieldValue Metadata Type in SFDX

  Configure and deploy ActvPlatformFieldValue metadata in Salesforce DX to map custom activity fields across Einstein Activity Capture and platform integrations.

• AddressSettings Metadata Type in SFDX

  Manage State and Country/Territory picklists, ISO codes, and standardization rules across Salesforce orgs using the AddressSettings metadata type in SFDX.

• AdvAccountForecastSet Metadata Type in SFDX

  Configure and deploy Manufacturing Cloud and Enterprise Advanced Account Forecasting sets, dimensions, and formulas with AdvAccountForecastSet in SFDX.

• AffinityScoreDefinition Metadata Type in SFDX

  Define and deploy customer and stakeholder affinity scoring rules in Salesforce DX using the AffinityScoreDefinition metadata type and SFDX workflows.

• AgentforceAccountManagementSettings in SFDX

  Configure and deploy Agentforce Account Management AI preferences and org-level controls using AgentforceAccountManagementSettings in Salesforce DX.

• AgentforceForDevelopersSettings Metadata Type

  Configure org-level Agentforce for Developers code generation and telemetry preferences using AgentforceForDevelopersSettings in Salesforce DX.

• AgentPlatformSettings Metadata Type in SFDX

  Configure and deploy foundational Agentforce platform settings, autonomous agent toggles, and runtime controls with AgentPlatformSettings in SFDX.

• AiAgentDefinition Metadata Type in SFDX

  Author, version, and deploy autonomous Agentforce agent shells, personas, and user contexts using the AiAgentDefinition metadata type in Salesforce DX.

• AiAgentDefinitionVersion Metadata Type in SFDX

  Manage versioned snapshots, activation states, and planner bindings for Agentforce agents using AiAgentDefinitionVersion in Salesforce DX.

• AIApplication Metadata Type in SFDX

  Configure and deploy Einstein AI application containers, prediction models, and lifecycle states using the AIApplication metadata type in Salesforce DX.

• AIApplicationConfig Metadata Type in SFDX

  Manage runtime thresholds, scoring intervals, and operational configurations for Einstein AI apps using AIApplicationConfig in Salesforce DX.

• AiAuthoringBundle Metadata Type in SFDX

  Author, package, and deploy declarative Agentforce agent specifications and authoring bundles using AiAuthoringBundle in Salesforce DX.

• AiEvaluationDefinition Metadata Type in SFDX

  Build, version, and deploy automated Agentforce testing and evaluation suites using the AiEvaluationDefinition metadata type in Salesforce DX.

• AiPlannerVoiceDef Metadata Type in SFDX

  Configure and deploy voice synthesis, speech cadence, and telephony persona settings for Agentforce Voice planners with AiPlannerVoiceDef in SFDX.

• AiPluginUtteranceDef Metadata Type in SFDX

  Configure and deploy sample user utterances and intent classification examples for Agentforce topics using AiPluginUtteranceDef in Salesforce DX.

• AIReplyRecommendationsSettings Metadata in SFDX

  Configure and deploy Einstein Reply Recommendations settings for Service Cloud chat and messaging using AIReplyRecommendationsSettings in SFDX.

• AIScoringModelDefinition Metadata Type in SFDX

  Configure and deploy declarative AI scoring model definitions, feature inputs, and prediction targets using AIScoringModelDefinition in Salesforce DX.

• AIUsecaseDefinition Metadata Type in SFDX

  Define and deploy industry and CRM AI use case blueprints, target objects, and model bindings using AIUsecaseDefinition in Salesforce DX.

• AnalyticsDashboard Metadata Type in SFDX

  Configure, version, and deploy CRM Analytics and Tableau Einstein dashboards, widgets, and SAQL queries using AnalyticsDashboard in Salesforce DX.

• AnalyticSnapshot Metadata Type in SFDX

  Configure and deploy Reporting Snapshots with AnalyticSnapshot metadata in Salesforce DX to capture historical point-in-time report data into custom objects.

• AnalyticsSettings Metadata Type in SFDX

  Configure, retrieve, and deploy Salesforce AnalyticsSettings metadata in SFDX to manage CRM Analytics, reports, dashboards, and data sync options.

• AnalyticsVisualization Metadata Type Guide

  Learn how to structure, retrieve, and deploy AnalyticsVisualization metadata in Salesforce DX for Data Cloud and Unified Analytics visualizations.

• AnalyticsWorkspace Metadata Type in SFDX

  Manage and deploy AnalyticsWorkspace metadata in Salesforce DX to organize Unified Analytics dashboards, lenses, and curated data exploration views.

• AnimationRule Metadata Type in SFDX

  Configure and deploy AnimationRule metadata in Salesforce DX to trigger celebratory confetti animations on Path stages for standard and custom objects.

• ApexClass Metadata Type and Tooling Guide

  Configure, deploy, and query ApexClass metadata files (.cls-meta.xml), manage API versions, resolve active job locks, and inspect code coverage via SOQL.

• ApexComponent Metadata Type in SFDX & Metadata API

  Build reusable Visualforce components with the ApexComponent metadata type. Learn .component-meta.xml structure, Visualforce email templates, and SOQL queries.

• ApexEmailNotifications Metadata Type for Error Alerts

  Configure unhandled Apex exception and Flow fault email recipients using the ApexEmailNotifications metadata type. Learn full-replacement rules and SOQL.

• ApexPage Metadata Type in SFDX & Metadata API

  Configure and deploy Visualforce pages using the ApexPage metadata type. Learn CSRF token settings, Lightning Experience compatibility, PDF rendering, and SOQL.

• ApexSettings Metadata Type in SFDX

  Configure and deploy ApexSettings metadata in Salesforce DX to control org-wide Apex execution, audit fields, test parallelization, and debug logs.

• ApexTestSuite Metadata Type for CI/CD Test Execution

  Organize and execute targeted Apex unit test suites in SFDX CI/CD pipelines using the ApexTestSuite metadata type. Learn wildcard syntax and SOQL queries.

• ApexTrigger Metadata Type and Deployment Guide

  Configure, deploy, and deactivate Salesforce ApexTrigger metadata (.trigger-meta.xml), audit trigger DML events via SOQL, and enforce trigger coverage.

• AppAnalyticsSettings Metadata Type in SFDX

  Configure and deploy AppAnalyticsSettings metadata in Salesforce DX to enable AppExchange AppAnalytics usage log collection and simulation modes.

• AppExperienceSettings Metadata Type in SFDX

  Manage and deploy AppExperienceSettings metadata in Salesforce DX to hide end-user personal settings and customize Lightning app menu visibility.

• AppFrameworkApp Metadata Type in SFDX

  Learn how to configure, retrieve, and deploy AppFrameworkApp metadata in Salesforce DX to manage CRM Analytics and App Framework application instances.

• AppFrameworkTemplateBundle Metadata Guide

  Structure, package, and deploy AppFrameworkTemplateBundle metadata in Salesforce DX to build reusable multi-asset analytics and industry app templates.

• AppMenu Metadata Type in SFDX

  Retrieve and deploy AppMenu metadata in Salesforce DX to control default application ordering and visibility in the App Launcher and Salesforce Mobile.

• AppointmentAssignmentPolicy Metadata Guide

  Configure and deploy AppointmentAssignmentPolicy metadata in Salesforce DX to govern Salesforce Scheduler resource utilization and load balancing.

• AppointmentSchedulingPolicy Metadata Guide

  Manage and deploy AppointmentSchedulingPolicy metadata in Salesforce DX to enforce calendar availability, lead times, and skill matching in Scheduler.

• ApprovalProcess Metadata Type Reference

  Configure and deploy ApprovalProcess (.approvalProcess-meta.xml) metadata for multi-step approvals, entry criteria, record locks, and Apex Approval calls.

• AssessmentQuestion Metadata Type in SFDX

  Create, version, and deploy AssessmentQuestion metadata in Salesforce DX for Discovery Framework and OmniStudio compliant dynamic assessments.

• AssessmentQuestionSet Metadata Type Guide

  Configure and deploy AssessmentQuestionSet metadata in Salesforce DX to group Discovery Framework assessment questions for OmniScripts and flows.

• AssignmentRules Metadata Type Reference

  Configure and deploy AssignmentRules (.assignmentRules-meta.xml) metadata to automate Lead and Case routing to Queues or Users and trigger DML rules in Apex.

• AssociationEngineSettings Metadata Guide

  Retrieve and deploy AssociationEngineSettings metadata in Salesforce DX to configure automated record association rules in Industry Cloud orgs.

• Audience Metadata Type in SFDX

  Configure, retrieve, and deploy Audience metadata in Salesforce DX to personalize Experience Cloud page variations, components, and navigation menus.

• AuraDefinitionBundle Metadata Type in SFDX & Metadata

  Understand the AuraDefinitionBundle metadata type in Salesforce. Learn when Aura wrappers are still required for LWC, bundle file structures, and SOQL queries.

• AuthProvider Metadata Type Reference

  Configure and deploy AuthProvider (.authprovider-meta.xml) metadata for OpenID Connect SSO, PKCE, Apex or Flow Registration Handlers, and Named Credentials.

• AutomatedContactsSettings Metadata Guide

  Configure and deploy AutomatedContactsSettings metadata in Salesforce DX to control Einstein Automated Contacts suggestions and auto-creation rules.

• AutoResponseRules Metadata Type Reference

  Configure and deploy AutoResponseRules (.autoResponseRules-meta.xml) metadata to send automated confirmation emails for Web-to-Lead and Email-to-Case.

• BatchCalcJobDefinition Metadata Type Guide

  Design, retrieve, and deploy BatchCalcJobDefinition metadata in Salesforce DX to orchestrate Data Processing Engine transformations and aggregations.

• BatchProcessJobDefinition Metadata Guide

  Configure and deploy BatchProcessJobDefinition metadata in Salesforce DX to run high-volume declarative Batch Management jobs via Flows and Apex.

• BillingSettings Metadata Type in SFDX

  Retrieve and deploy BillingSettings metadata in Salesforce DX to manage Revenue Cloud and Salesforce Billing tax, invoice, and payment configurations.

• BlacklistedConsumer Metadata Type in SFDX

  Configure and deploy BlacklistedConsumer metadata in SFDX to block unauthorized connected apps and OAuth consumers across enterprise orgs and pipelines.

• Bot Metadata Type in SFDX & Metadata API

  Design, version, and deploy Einstein Bots and conversational AI agents using the Bot metadata type in Salesforce DX, Metadata API, and CI/CD pipelines.

• BotBlock Metadata Type in SFDX & Metadata API

  Build and deploy modular, reusable Einstein Bot dialog groups and intent models across multiple bots using the BotBlock metadata type in Salesforce DX.

• BotSettings Metadata Type in SFDX & Metadata API

  Enable and deploy Einstein Bots org-wide using the BotSettings metadata type in SFDX and Metadata API to automate scratch org and sandbox provisioning.

• BotTemplate Metadata Type in SFDX & Metadata API

  Package and deploy reusable Einstein Bot starter templates using the BotTemplate metadata type in Salesforce DX, unlocked packages, and ISV distributions.

• BotVersion Metadata Type in SFDX & Metadata API

  Configure, version, and deploy Einstein Bot dialogs, variables, intents, and Flow invocations using the BotVersion metadata type in Salesforce DX.

• BranchManagementSettings Metadata Type in SFDX

  Configure and deploy Financial Services Cloud Branch Management settings in SFDX to track branch performance, banker assignments, and record associations.

• BrandingSet Metadata Type in SFDX & Experience Cloud

  Customize and deploy Experience Cloud theme colors, typography, and CSS design tokens using the BrandingSet metadata type in SFDX and Metadata API.

• BriefcaseDefinition Metadata Type in SFDX

  Configure and deploy Salesforce Briefcase Builder rules using BriefcaseDefinition metadata to prime offline mobile records for Field Service and LWC apps.

• BusinessHoursSettings Metadata Type in SFDX

  Configure and deploy organization BusinessHoursSettings and Holidays in Salesforce DX to govern SLA entitlement timers, Case escalations, and routing.

• BusinessProcess Metadata Type Reference

  Configure and deploy BusinessProcess (.businessProcess-meta.xml) metadata for Opportunity Sales Processes, Case Support Processes, and Lead Processes.

• BusinessProcessGroup Metadata Type in SFDX

  Configure and deploy BusinessProcessGroup metadata in SFDX to track multi-stage customer lifecycle surveys and Feedback Management analytics in Salesforce.

• CallCenter Metadata Type in SFDX & Open CTI

  Configure and deploy Open CTI softphones and Service Cloud Voice contact centers using the CallCenter metadata type in SFDX and Metadata API.

• CallCenterRoutingMap Metadata Type in SFDX

  Map Salesforce Omni-Channel queues, skills, and users to external Amazon Connect or partner telephony ARNs using CallCenterRoutingMap in SFDX.

• CallCoachingMediaProvider Metadata Type in SFDX

  Register and deploy external voice and video recording providers for Einstein Conversation Insights using CallCoachingMediaProvider in SFDX.

• CampaignInfluenceModel Metadata Type in SFDX

  Configure and deploy Customizable Campaign Influence attribution models in SFDX to track multi-touch marketing ROI across Salesforce Opportunities.

• CampaignSettings Metadata Type in SFDX & Metadata API

  Configure and deploy Salesforce CampaignSettings in SFDX to enable Customizable Campaign Influence, auto-association timeframes, and AI campaign insights.

• CareBenefitVerifySettings Metadata Type in SFDX

  Configure and deploy Health Cloud CareBenefitVerifySettings in SFDX to automate patient insurance eligibility and electronic benefit verification callouts.

• CareLimitType Metadata Type in SFDX & Health Cloud

  Configure and deploy Health Cloud CareLimitType metadata in SFDX to define insurance benefit accumulators, copays, deductibles, and visit limits.

• CareProviderSearchConfig Metadata Type in SFDX

  Configure and deploy Health Cloud Provider Search field mappings using CareProviderSearchConfig in SFDX to index custom Healthcare Provider attributes.

• CareRequestConfiguration Metadata Type in SFDX

  Configure and deploy Health Cloud Utilization Management record types and prior authorization workflows using CareRequestConfiguration in SFDX.

• CareSystemFieldMapping Metadata Type in SFDX

  Configure and deploy Health Cloud CareSystemFieldMapping metadata using SFDX source format to map external EHR fields to Salesforce objects.

• CaseSettings Metadata Type for Service Cloud

  Manage and deploy Salesforce CaseSettings metadata in SFDX, including Email-to-Case, Web-to-Case, feed view configurations, and escalation rules.

• CaseSubjectParticle Metadata Type in SFDX

  Configure and deploy CaseSubjectParticle metadata in Salesforce Service Cloud to format automated social and inbound case subject generation.

• CatalogedApi Metadata Type Architecture Guide

  Deploy and manage CatalogedApi metadata in Salesforce API Catalog to govern external Anypoint and OpenAPI specifications for Agentforce actions.

• CatalogedApiArtifactVersionInfo Metadata Guide

  Configure and deploy CatalogedApiArtifactVersionInfo metadata to track underlying specification artifacts and checksums for cataloged APIs in SFDX.

• CatalogedApiVersion Metadata Type in SFDX

  Manage and deploy CatalogedApiVersion metadata in Salesforce API Catalog to control semantic API versions, lifecycle states, and External Services.

• Certificate Metadata Type for SAML, JWT & Mutual TLS

  Manage self-signed and CA-signed X.509 certificates using the Certificate metadata type in SFDX. Learn .crt CSR workflows, keySize, and Tooling API queries.

• ChannelLayout Metadata Type for Knowledge

  Configure and deploy ChannelLayout metadata in Salesforce Knowledge to customize article field visibility across internal, partner, and public channels.

• ChatterAnswersSettings Metadata Type Guide

  Understand legacy ChatterAnswersSettings metadata in Salesforce SFDX projects, including deprecation status, package.xml behavior, and migration paths.

• ChatterEmailsMDSettings Metadata Type Guide

  Configure and deploy ChatterEmailsMDSettings metadata in SFDX to manage org-wide Chatter email notifications, digest schedules, and reply-by-email.

• ChatterExtension Metadata Type for Rich Feeds

  Build and deploy ChatterExtension metadata in Salesforce SFDX to embed custom Lightning components and interactive Rich Publisher Apps in Chatter feeds.

• ChatterSettings Metadata Type in SFDX

  Configure and deploy Salesforce ChatterSettings metadata in SFDX to manage org-wide Chatter feeds, unlisted groups, post editing, and customer invitations.

• ChoiceList Metadata Type for Dynamic Forms

  Deploy and manage ChoiceList metadata in Salesforce SFDX to configure reusable picklist and choice options across Dynamic Assessments and Discovery.

• ClaimFinancialSettings Metadata Type Guide

  Configure and deploy ClaimFinancialSettings metadata in Salesforce Financial Services and Insurance Cloud to control claim reserve and payment rules.

• ClauseCatgConfiguration Metadata Type Guide

  Manage and deploy ClauseCatgConfiguration metadata in Salesforce Contracts Lifecycle Management to organize legal clause categories and hierarchies.

• CleanDataService Metadata Type Architecture

  Configure and deploy CleanDataService metadata in Salesforce SFDX to manage Data Integration rules, third-party data enrichment services, and matching.

• CMSConnectSource Metadata Type in SFDX

  Configure and deploy CMSConnectSource metadata in Salesforce Experience Cloud to integrate external Adobe AEM, WordPress, or JSON CMS content feeds.

• CodeBuilderSettings Metadata Type in SFDX

  Manage and deploy CodeBuilderSettings metadata in Salesforce SFDX to enable or govern browser-based Code Builder IDE access across your environments.

• CollectionsDashboardSettings Metadata Guide

  Configure and deploy CollectionsDashboardSettings metadata in Salesforce Billing and Revenue Cloud to enable collections analytics and dashboards.

• CommerceSettings Metadata Type for B2B & D2C

  Configure and deploy Salesforce CommerceSettings metadata in SFDX to enable B2B and D2C Commerce storefronts, product variations, and tax engines.

• CommunitiesSettings Metadata Type in SFDX

  Deploy and manage CommunitiesSettings metadata in Salesforce SFDX to enable Experience Cloud sites, partner user visibility, and guest user security.

• CommunityTemplateDefinition Metadata Type in SFDX

  Configure and deploy CommunityTemplateDefinition metadata in SFDX to package custom Experience Cloud Lightning Bolt site templates and page structures.

• CommunityThemeDefinition Metadata Type in SFDX

  Package and deploy CommunityThemeDefinition metadata in SFDX to standardize custom Experience Builder themes, branding sets, and theme layouts across orgs.

• CompactLayout Metadata Type Reference

  Configure and deploy CompactLayout (.compactLayout-meta.xml) metadata to customize Lightning Highlights Panel fields, hover cards, and mobile summaries.

• CompanySettings Metadata Type in SFDX

  Manage and deploy CompanySettings metadata in SFDX to configure fiscal year schedules, custom fiscal periods, and corporate currency settings across orgs.

• ConnectedApp Metadata Type and OAuth Security Guide

  Configure, deploy, and audit Salesforce ConnectedApp metadata (.connectedApp-meta.xml), manage OAuth 2.0 PKCE and JWT flows, and plan for External Client Apps.

• ConnectedAppSettings Metadata Type in SFDX

  Configure and deploy ConnectedAppSettings metadata in SFDX to enforce org-wide OAuth token policies, API client access control, and security restrictions.

• ContentAsset Metadata Type for Lightning Asset Files

  Package and deploy Salesforce Files as org setup assets (App logos, Experience Cloud branding, and Rich Text images) using the ContentAsset metadata type.

• ContentSettings Metadata Type in SFDX

  Deploy and manage ContentSettings metadata in SFDX to control Salesforce Files, Content Deliveries, public link sharing, and library workspace governance.

• ContentTypeBundle Metadata Type in SFDX

  Author and deploy ContentTypeBundle metadata in SFDX to define custom Salesforce CMS content types, JSON schemas, and structured digital experiences.

• ContextDefinition Metadata Type in SFDX

  Configure and deploy ContextDefinition metadata in SFDX to build Context Service data hydration schemas, nodes, and mappings for Revenue Cloud and Industry.

• ContractSettings Metadata Type in SFDX

  Manage and deploy ContractSettings metadata in SFDX to automate contract expiration alerts, end-date calculations, and status history tracking across orgs.

• ConversationalIntelligenceSettings Metadata in SFDX

  Deploy ConversationalIntelligenceSettings metadata in SFDX to configure Einstein Conversation Insights, call coaching, and voice transcript analytics.

• ConversationChannelDefinition Metadata Type in SFDX

  Configure and deploy ConversationChannelDefinition metadata in SFDX to build Bring Your Own Channel (BYOC) messaging integrations for Service Cloud.

• ConversationMessageDefinition Metadata Type in SFDX

  Author and deploy ConversationMessageDefinition metadata in SFDX to build interactive Messaging components, time selectors, and rich link templates.

• ConversationMessageDefinitionTranslation in SFDX

  Configure and deploy ConversationMessageDefinitionTranslation metadata in SFDX to localize interactive Messaging components across multiple languages.

• ConversationVendorInfo Metadata Type in SFDX

  Configure and deploy ConversationVendorInfo metadata in SFDX to register Service Cloud Voice telephony partners and BYOC messaging vendor identities.

• ConvIntelligenceSignalRule Metadata Type in SFDX

  Deploy ConvIntelligenceSignalRule metadata in SFDX to detect competitor mentions, pricing objections, and compliance keywords in Einstein call insights.

• CorsWhitelistOrigin Metadata Type Reference

  Configure and deploy CorsWhitelistOrigin (.corswhitelistorigin-meta.xml) metadata to allow cross-origin browser requests to Salesforce REST and OAuth APIs.

• CspTrustedSite Metadata Type Reference

  Configure and deploy CspTrustedSite (.cspTrustedSite-meta.xml) metadata for Trusted URLs, Content Security Policy (CSP) directives, and LWC fetch calls.

• CurrencySettings Metadata Type in SFDX

  Configure and deploy CurrencySettings metadata in SFDX to enable multi-currency, dated exchange rates, and parentheses currency formatting across orgs.

• CustomAddressFieldSettings Metadata Type in SFDX

  Configure and deploy CustomAddressFieldSettings metadata in SFDX to enable compound custom Address (__c) fields on standard and custom Salesforce objects.

• CustomApplication Metadata Type Reference

  Configure and deploy CustomApplication (.app-meta.xml) metadata for Lightning Experience standard and console apps, utility bars, and page overrides.

• CustomApplicationComponent Metadata Type in SFDX

  Configure and deploy CustomApplicationComponent metadata in SFDX to manage Salesforce Classic console footer widgets and migrate to Lightning Utility Bars.

• CustomerDataPlatformSettings Metadata in SFDX

  Deploy and manage CustomerDataPlatformSettings metadata in SFDX to provision Salesforce Data Cloud (Data 360) ingestion, query, and segmentation features.

• CustomFeedFilter Metadata Type in SFDX

  Configure and deploy CustomFeedFilter metadata in SFDX to streamline Service Console Case Chatter feeds by filtering emails, tasks, and portal comments.

• CustomField Metadata Type and Schema Guide

  Create, deploy, and query Salesforce CustomField metadata across relationships, formulas, picklists, and Shield encryption with Tooling API SOQL.

• CustomFieldDisplay Metadata Type in SFDX

  Configure and deploy CustomFieldDisplay metadata in SFDX to map Einstein Discovery predictive model scores and insights onto Salesforce record layouts.

• CustomHelpMenuSection Metadata Type in SFDX

  Configure and deploy CustomHelpMenuSection metadata in Salesforce DX to customize the Lightning Experience Help Menu with internal and external resource links.

• CustomIndex Metadata Type in SFDX

  Design, configure, and deploy CustomIndex metadata for Salesforce Big Objects and high-volume custom tables using SFDX source format and Metadata API.

• CustomLabels Metadata Type and Localization Guide

  Configure, deploy, and query Salesforce CustomLabels metadata (CustomLabels.labels-meta.xml), reference labels in LWC and Apex, and manage package.xml.

• CustomMetadata Records and Type Architecture

  Create, deploy, and query Salesforce CustomMetadata record files (.md-meta.xml), use zero-SOQL getInstance() caching in Apex, and configure xsi:type values.

• CustomNotificationType Metadata Type Reference

  Configure and deploy CustomNotificationType (.notiftype-meta.xml) metadata to send real-time desktop bell and mobile push notifications from Flows and Apex.

• CustomObject Metadata Type and Schema Reference

  Configure, deploy, and query Salesforce CustomObject metadata across standard, custom, and external objects using SFDX source format and Tooling API.

• CustomObjectTranslation Metadata Type in SFDX

  Translate custom object labels, fields, validation rules, record types, and quick actions using the CustomObjectTranslation metadata type in Salesforce.

• CustomPageWebLink Metadata Type in SFDX

  Configure and deploy Salesforce CustomPageWebLink metadata to manage custom home page links, URL encoding, and window behavior in SFDX source format.

• CustomPermission Metadata Type Reference

  Configure and deploy CustomPermission (.customPermission-meta.xml) metadata to build decoupled feature flags, validation bypasses, and LWC access checks.

• CustomSite Metadata Type Reference

  Configure and deploy CustomSite (.site-meta.xml) metadata for Salesforce Sites and Experience Cloud domains, clickjack protection, and error pages.

• CustomTab Metadata Type Reference

  Configure and deploy CustomTab (.tab-meta.xml) metadata for Custom Objects, Lightning Web Components (lwcComponent), FlexiPages, and App Launcher navigation.

• CustomValue Metadata Type in SFDX

  Understand and configure Salesforce CustomValue metadata elements across GlobalValueSet, StandardValueSet, and Picklist fields in SFDX source format.

• Dashboard Metadata Type Reference

  Configure and deploy Dashboard (.dashboard-meta.xml) metadata for 12-column Lightning grid layouts, dynamic running users, dashboardFilters, and SOQL.

• DataCategoryGroup Metadata Type for Salesforce Knowledge

  Configure hierarchical Data Category Groups for Salesforce Knowledge and Questions using DataCategoryGroup metadata. Learn SOQL WITH DATA CATEGORY.

• DataConnector Metadata Type in SFDX

  Configure and deploy DataConnector metadata in Salesforce Data Cloud using SFDX source format to manage external data ingestion and connection endpoints.

• DataConnectorIngestApi Metadata Type in SFDX

  Configure and deploy DataConnectorIngestApi metadata in Salesforce Data Cloud to stream high-velocity events and batch payloads via Ingest REST API.

• DataConnectorS3 Metadata Type in SFDX

  Configure and deploy DataConnectorS3 metadata in Salesforce Data Cloud to manage Amazon S3 bucket connections, file patterns, and ingestion pipeline schedules.

• DataDotComSettings Metadata Type in SFDX

  Configure and deploy DataDotComSettings metadata in Salesforce to manage legacy Data.com Clean, Prospector features, export limits, and company data enrichment.

• DataImportManagementSettings in SFDX

  Configure and deploy DataImportManagementSettings in Salesforce to manage Data Import Wizard controls, matching rules, and user bulk import permissions.

• DataKitObjectDependency in SFDX

  Configure and deploy DataKitObjectDependency metadata in Data Cloud to model prerequisite relationships and dependency graphs across packageable Data Kits.

• DataKitObjectTemplate in SFDX

  Configure and deploy DataKitObjectTemplate metadata in Salesforce Data Cloud to package reusable blueprints for DMOs, DLOs, and stream schemas across orgs.

• DataMaskPolicy Metadata Type in SFDX

  Configure and deploy DataMaskPolicy metadata in Salesforce to automate sandbox data anonymization, obfuscation rules, and PII protection compliance.

• DataMaskSettings Metadata Type in SFDX

  Configure and deploy DataMaskSettings metadata in Salesforce to manage organization-wide Data Mask execution flags, post-refresh triggers, and notifications.

• DataObjectBuildOrgTemplate in SFDX

  Configure and deploy DataObjectBuildOrgTemplate metadata in Salesforce to automate Data Cloud schema scaffolding in CI/CD scratch orgs and build environments.

• DataObjectSearchIndexConf in SFDX

  Configure and deploy DataObjectSearchIndexConf metadata in Salesforce Data Cloud to power vector search, Agentforce grounding, and semantic hybrid indexing.

• DataPackageKitDefinition in SFDX

  Configure and deploy DataPackageKitDefinition in Data Cloud to package, version, and distribute Data Kits, streams, and DMO schemas across orgs.

• DataPackageKitObject in SFDX

  Configure and deploy DataPackageKitObject metadata in Salesforce Data Cloud to link individual DMOs, DLOs, and insights to parent Data Kit packages.

• DataSource Metadata Type in SFDX

  Configure and deploy DataSource metadata in Salesforce Data Cloud to manage data lineage, source system categorization, and stream ingestion origin points.

• DataSourceBundleDefinition in SFDX

  Configure and deploy DataSourceBundleDefinition in Data Cloud to bundle standard data streams, field mappings, and DLO schemas into one-click setup templates.

• DataSourceField Metadata Type in SFDX

  Configure and deploy DataSourceField metadata in Salesforce Data Cloud to manage schema attributes, data types, precision, and primary keys on lake objects.

• DataSourceObject Metadata Type in SFDX

  Configure and deploy DataSourceObject metadata (.dataSourceObject-meta.xml) in Salesforce Data Cloud to define external schema objects and ingestion tables.

• DataSourceTenant Metadata Type in SFDX

  Manage DataSourceTenant metadata (.dataSourceTenant-meta.xml) in Salesforce Data Cloud to bind external tenant endpoints and org identifiers to connectors.

• DataSrcDataModelFieldMap Metadata Type in SFDX

  Deploy DataSrcDataModelFieldMap metadata (.dataSrcDataModelFieldMap-meta.xml) to version-control Data Cloud DLO-to-DMO field mappings across environments.

• DataStreamDefinition Metadata Type in SFDX

  Configure and deploy DataStreamDefinition metadata (.dataStreamDefinition-meta.xml) to manage Data Cloud ingestion pipelines, schedules, and connectors.

• DataStreamTemplate Metadata Type in SFDX

  Package reusable Data Cloud ingestion blueprints with DataStreamTemplate metadata (.dataStreamTemplate-meta.xml) for Data Kits and multi-org deployments.

• DataWeaveResource Metadata Type for DataWeave in Apex

  Deploy DataWeave 2.0 transformation scripts (.dwl) using the DataWeaveResource metadata type. Convert CSV, JSON, and XML directly to SObjects in Apex.

• DebugLevel Metadata Type in SFDX

  Configure and deploy DebugLevel metadata in Salesforce DX to define granular diagnostic log filter categories and log levels for Apex, SQL, and Flow.

• DecisionMatrixDefinition Metadata Type in SFDX

  Deploy DecisionMatrixDefinition metadata in Salesforce DX to manage Business Rules Engine matrix definitions, input and output columns, and versioning.

• DecisionTable Metadata Type in SFDX

  Configure DecisionTable metadata in Salesforce DX to build business rules engine condition tables, input-output mappings, and multi-criteria filters.

• DecisionTableDatasetLink Metadata Type in SFDX

  Configure DecisionTableDatasetLink metadata in Salesforce DX to bind Decision Tables to underlying datasets, enabling high-volume analytics rule engines.

• DelegateGroup Metadata Type in SFDX

  Configure DelegateGroup metadata in Salesforce DX to implement delegated administration for user management, permission sets, and custom object maintenance.

• DeploymentSettings Metadata Type in SFDX

  Configure DeploymentSettings metadata in Salesforce DX to optimize deployment pipelines, async Apex validation skipping, and automated job cleanup.

• DevHubSettings Metadata Type in SFDX

  Configure DevHubSettings metadata in Salesforce DX to enable scratch org management, Org Shape export preferences, and DevOps Center features in Dev Hub.

• DgtAssetMgmtProvider Metadata Type in SFDX

  Configure DgtAssetMgmtProvider metadata in Salesforce DX to integrate external Digital Asset Management systems with Salesforce CMS and Experience Cloud.

• DgtAssetMgmtPrvdLghtCpnt Metadata Type in SFDX

  Configure DgtAssetMgmtPrvdLghtCpnt metadata in Salesforce DX to bind custom Lightning components to digital asset management providers in CMS.

• DigitalExperienceBundle Metadata Type Reference

  Configure and deploy DigitalExperienceBundle (.digitalExperience-meta.xml) metadata for Enhanced LWR Experience Cloud sites and Salesforce CMS workspaces.

• DigitalExperienceConfig Metadata Type in SFDX

  Configure DigitalExperienceConfig metadata in Salesforce DX to manage enhanced LWR site settings, CMS channel routing, and digital experience workspaces.

• DisclosureDefinition Metadata Type in SFDX

  Configure DisclosureDefinition metadata in Salesforce DX to structure Net Zero Cloud ESG reporting frameworks, regulatory standards, and questionnaires.

• DisclosureDefinitionVersion Metadata Type in SFDX

  Configure DisclosureDefinitionVersion metadata in Salesforce DX to manage annual revisions, effective dates, and question sets in Net Zero Cloud.

• DisclosureType Metadata Type in SFDX

  Configure DisclosureType metadata in Salesforce DX to define statutory standards and ESG framework classifications inside Net Zero Cloud architectures.

• DiscoveryAIModel Metadata Type in SFDX

  Deploy DiscoveryAIModel metadata in Salesforce DX to operationalize Einstein Discovery predictive and prescriptive machine learning models across orgs.

• DiscoveryGoal Metadata Type in SFDX

  Configure DiscoveryGoal metadata in Salesforce DX to define business optimization targets and outcome metrics for Einstein Discovery machine learning models.

• DiscoveryStory Metadata Type in SFDX

  Configure and deploy DiscoveryStory metadata in Salesforce DX to manage CRM Analytics and Einstein Discovery predictive story definitions and payloads.

• Document Metadata Type and SFDX Reference

  Manage, retrieve, and deploy Salesforce Classic Document metadata and binary files in SFDX folders while planning migrations to ContentAsset and Files.

• DocumentCategory Metadata Type in SFDX

  Define and deploy DocumentCategory metadata in Salesforce DX to organize Document Checklist Items into structured compliance and industry categories.

• DocumentCategoryDocumentType Metadata in SFDX

  Configure DocumentCategoryDocumentType junction metadata in SFDX to link DocumentType definitions with DocumentCategory records across industry clouds.

• DocumentChecklistSettings Metadata in SFDX

  Configure and deploy DocumentChecklistSettings metadata in SFDX to control document checklist item file upload, versioning, and compliance behaviors.

• DocumentGenerationSetting in SFDX & Metadata API

  Configure DocumentGenerationSetting in SFDX and Metadata API to manage server-side document generation, PDF rendering engines, and high-volume contract output.

• DocumentType Metadata Type in SFDX & Metadata API

  Learn how to define and deploy DocumentType metadata in SFDX and Metadata API to standardize document checklist items and compliance verification.

• DuplicateRule Metadata Type Reference

  Configure and deploy DuplicateRule (.duplicateRule-meta.xml) metadata to block or alert on duplicate records, map cross-object fields, and enforce sharing.

• DynamicFormsSettings in SFDX & Metadata API

  Configure DynamicFormsSettings in SFDX and Metadata API to activate Dynamic Forms on mobile devices and streamline record page layouts across form factors.

• EACSettings Metadata Type in SFDX & Metadata API

  Configure EACSettings in SFDX and Metadata API to manage Einstein Activity Capture sync policies, Activity Metrics, and calendar and email timeline sharing.

• EclairGeoData Metadata Type in SFDX & Metadata API

  Learn how to define and deploy EclairGeoData in SFDX to deliver custom GeoJSON territory maps and spatial charts in CRM Analytics and Tableau dashboards.

• EinsteinAgentSettings in SFDX & Metadata API

  Configure EinsteinAgentSettings in SFDX and Metadata API to activate Agentforce autonomous agents, runtime guardrails, and execution auditing.

• EinsteinAISettings in SFDX & Metadata API

  Configure EinsteinAISettings in SFDX and Metadata API to activate core Einstein predictive AI, Prediction Builder, and machine learning model training.

• EinsteinGptSettings in SFDX & Metadata API

  Configure EinsteinGptSettings in SFDX and Metadata API to activate generative AI features, Prompt Builder, and the Einstein Trust Layer audit logging.

• EmailAdministrationSettings in SFDX & Metadata

  Configure EmailAdministrationSettings in SFDX and Metadata API to manage email deliverability access, bounce handling, and compliance BCC archiving.

• EmailAuthorizationSettings in SFDX & Metadata

  Configure EmailAuthorizationSettings in SFDX and Metadata API to manage external email provider authorization, sender authentication, and DKIM security.

• EmailIntegrationSettings in SFDX & Metadata

  Configure EmailIntegrationSettings in SFDX and Metadata API to manage Outlook and Gmail Lightning integrations, email tracking, and side panel features.

• EmailServicesFunction Metadata Type in SFDX

  Learn how to define and deploy EmailServicesFunction metadata in SFDX to automate inbound email processing with custom Apex InboundEmailHandler classes.

• EmailTemplate Metadata Type Reference

  Configure and deploy EmailTemplate (.email and .email-meta.xml) metadata for Classic, HTML, Visualforce, and Lightning email templates and folder manifests.

• EmailTemplateSettings in SFDX & Metadata API

  Configure EmailTemplateSettings in SFDX and Metadata API to activate Enhanced Lightning Email Templates, folder sharing, and Handlebars Merge Language.

• EmbeddedServiceBranding in SFDX & Metadata

  Learn how to define and deploy EmbeddedServiceBranding in SFDX to standardize brand colors, fonts, and styling for Embedded Service Chat and MIAW.

• EmbeddedServiceConfig in SFDX & Metadata API

  Learn how to configure and deploy EmbeddedServiceConfig metadata in SFDX to deliver omnichannel chat and messaging on websites and portals.

• EmbeddedServiceFlowConfig Metadata Guide

  Configure and deploy EmbeddedServiceFlowConfig in Salesforce to orchestrate automated screen flows and appointment booking within Embedded Service web chat.

• EmbeddedServiceLiveAgent Metadata Architecture

  Configure EmbeddedServiceLiveAgent metadata in Salesforce to manage Live Agent chat deployments, pre-chat forms, routing buttons, and offline support.

• EmbeddedServiceMenuSettings Metadata Overview

  Configure and deploy EmbeddedServiceMenuSettings metadata in Salesforce to deliver unified omnichannel contact menus and self-service channel options.

• EmployeeUserSettings Metadata in SFDX

  Configure EmployeeUserSettings metadata in Salesforce to govern automated provisioning, employee record synchronization, and user identity lifecycles.

• EnablementMeasureDefinition Metadata Guide

  Configure EnablementMeasureDefinition metadata in Salesforce to measure sales outcomes, track milestones, and automate revenue enablement program progress.

• EnablementProgramDefinition Metadata Architecture

  Configure EnablementProgramDefinition metadata in Salesforce to build structured sales enablement programs, curriculum milestones, and progress tracking.

• EnblProgramTaskSubCategory Metadata Architecture

  Configure EnblProgramTaskSubCategory metadata in Salesforce to classify learning tasks and content types inside Sales Enablement program milestone paths.

• EncryptionKeySettings Metadata Architecture

  Configure EncryptionKeySettings metadata in Salesforce to govern Shield Platform Encryption key management, BYOK policies, and KMS key rotation lifecycles.

• EnhancedNotesSettings Metadata in SFDX

  Configure EnhancedNotesSettings metadata in Salesforce to enable modern rich-text Notes, multi-user note sharing, and record-level note synchronization.

• EntitlementProcess Metadata Type for Service Cloud SLAs

  Configure and deploy Service Cloud SLA timelines, milestones, and time triggers with the EntitlementProcess metadata type. Learn versioning and SlaProcess SOQL.

• EntitlementSettings Metadata Architecture

  Configure EntitlementSettings metadata in Salesforce to manage Service Cloud SLAs, milestone tracking, business hours, and case entitlement workflows.

• EntitlementTemplate Metadata Architecture

  Configure EntitlementTemplate metadata in Salesforce to standardize predefined service terms, business hours, and automated warranty entitlement grants.

• EscalationRules Metadata Type Reference

  Configure and deploy EscalationRules (.escalationRules-meta.xml) metadata to automate time-based Case escalations, business hours, and Queue reassignments.

• EventRelayConfig Metadata Type for Amazon EventBridge

  Stream Salesforce Platform Events and Change Data Capture (CDC) events to AWS EventBridge using the EventRelayConfig metadata type and Named Credentials.

• EventSettings Metadata Architecture Guide

  Configure EventSettings metadata in Salesforce to manage calendar invitations, recurring events, event notifications, and Lightning calendar sync features.

• ExperienceBundle Metadata Type Reference

  Configure and deploy ExperienceBundle (.experience-meta.xml and JSON resources) metadata for Aura and LWR Experience Cloud sites, routes, views, and themes.

• ExperienceBundleSettings Metadata Guide

  Configure ExperienceBundleSettings metadata in Salesforce to enable ExperienceBundle source format for Experience Cloud site CI/CD and modular version control.

• ExperiencePropertyTypeBundle Metadata Guide

  Configure ExperiencePropertyTypeBundle metadata in Salesforce to define custom property editors and typed schema configurations for LWR Experience Builder.

• ExplainabilityMsgTemplate Metadata Guide

  Configure ExplainabilityMsgTemplate metadata in Salesforce to deliver transparent, auditable explanation messages for Business Rules Engine decisions.

• ExpressionSetDefinition Metadata Architecture

  Configure ExpressionSetDefinition metadata in Salesforce to build high-performance business calculation matrices, decision tables, and rule engines.

• ExpressionSetMessageToken Metadata Guide

  Configure ExpressionSetMessageToken metadata in Salesforce to manage dynamic placeholder tokens in Business Rules Engine decision explanations and messages.

• ExpressionSetObjectAlias Metadata Guide

  Configure ExpressionSetObjectAlias metadata in Salesforce to map standard and custom SObjects to friendly aliases for Business Rules Engine expressions.

• ExternalAIModel Metadata Architecture Guide

  Configure ExternalAIModel metadata in Salesforce to register and manage Bring Your Own Model (BYOM) endpoints from AWS SageMaker, Vertex AI, and Databricks.

• ExternalAuthIdentityProvider Metadata Guide

  Configure ExternalAuthIdentityProvider metadata in Salesforce to govern external authentication providers, token exchanges, and External Client App security.

• ExternalClientApplication Metadata Type Reference

  Configure, package, and deploy ExternalClientApplication (.eca-meta.xml) metadata in Salesforce with separated global and local OAuth policy settings.

• ExternalClientAppSettings in Salesforce Metadata API

  Configure ExternalClientAppSettings in Salesforce to enable External Client Apps, manage canvas integration, and control enterprise security policies.

• ExternalCredential Metadata Type and Auth Guide

  Configure, deploy, and query Salesforce ExternalCredential metadata (.externalCredential-meta.xml) for OAuth 2.0, AWS SigV4, and Custom Header callouts.

• ExternalDataConnector in Salesforce Metadata API

  Configure ExternalDataConnector metadata to establish secure federated data connections between external cloud stores and Salesforce Data Cloud.

• ExternalDataSource Metadata Type for Salesforce Connect

  Configure Salesforce Connect OData 2.0/4.0, Cross-Org, Custom Apex Adapter, Amazon DynamoDB, and Athena connections using the ExternalDataSource metadata type.

• ExternalDataTranObject in Salesforce Metadata API

  Architect and deploy ExternalDataTranObject metadata to define external data ingestion schemas and ETL transformations in Salesforce Data Cloud.

• ExternalServiceRegistration Metadata Type for OpenAPI

  Register OpenAPI 2.0 and 3.0 REST specifications using the ExternalServiceRegistration metadata type to generate Flow actions and strongly typed Apex classes.

• ExternalServicesSettings in Salesforce Metadata API

  Configure ExternalServicesSettings metadata to govern OpenAPI integrations, JSON schema validation, and secure Flow service invocations in Salesforce.

• ExtlClntAppCanvasSettings in External Client Apps

  Configure ExtlClntAppCanvasSettings metadata to embed third-party web apps into Salesforce layouts and feeds using External Client App Canvas.

• ExtlClntAppConfigurablePolicies Metadata Guide

  Configure ExtlClntAppConfigurablePolicies metadata to enforce administrative security policies and user access controls for External Client Apps.

• ExtlClntAppGlobalOauthSettings Metadata Reference

  Deploy ExtlClntAppGlobalOauthSettings metadata to manage global OAuth consumer identities and secure second-generation packaging distributions.

• ExtlClntAppMobileConfigurablePolicies Metadata

  Govern mobile security for External Client Apps using ExtlClntAppMobileConfigurablePolicies metadata, enforcing PIN locks and OS requirements.

• ExtlClntAppMobileSettings in Salesforce Metadata

  Configure ExtlClntAppMobileSettings metadata to register native mobile applications, URL schemes, and bundle identifiers for External Client Apps.

• ExtlClntAppNotificationSettings Metadata Guide

  Deploy ExtlClntAppNotificationSettings metadata to configure APNs and FCM push notification services for enterprise External Client Applications.

• ExtlClntAppOauthConfigurablePolicies in SFDX

  Manage ExtlClntAppOauthConfigurablePolicies metadata in Salesforce to enforce OAuth IP restrictions, token lifespans, and session security policies.

• ExtlClntAppOauthSettings Metadata Reference

  Configure ExtlClntAppOauthSettings metadata in Salesforce to define OAuth scopes, callback URLs, PKCE enforcement, and secure integration endpoints.

• ExtlClntAppPushConfigurablePolicies Overview

  Configure ExtlClntAppPushConfigurablePolicies metadata to manage push notification delivery rules and security thresholds for External Client Apps.

• ExtlClntAppPushSettings Metadata in Salesforce

  Configure ExtlClntAppPushSettings metadata to register APNs certificates and FCM server credentials for mobile External Client App push messaging.

• ExtlClntAppSamlConfigurablePolicies Guide

  Enforce SAML 2.0 single sign-on security using ExtlClntAppSamlConfigurablePolicies metadata, managing certificates and assertion encryption in Salesforce.

• FieldMappingConfig in Salesforce Metadata API

  Deploy FieldMappingConfig metadata to govern cross-object field mapping, schema translations, and automated data transformations across Salesforce orgs.

• FieldRestrictionRule Metadata Type for PII Field Visibility

  Configure FieldRestrictionRule metadata to dynamically hide PII and Employee fields using Enhanced Personal Information Management and Field Sets in SFDX.

• FieldServiceSettings in Salesforce Metadata API

  Configure FieldServiceSettings metadata in Salesforce to manage Work Orders, dispatch scheduling policies, and mobile workforce optimization rules.

• FieldSet Metadata Type Reference

  Configure and deploy FieldSet (.fieldSet-meta.xml) metadata to build admin-configurable LWC forms, datatables, and dynamic SOQL queries in Apex.

• FieldSrcTrgtRelationship Metadata Reference

  Configure FieldSrcTrgtRelationship metadata in Salesforce to establish deterministic field-level mapping rules and relational data integrity pipelines.

• FilesConnectSettings in Salesforce Metadata API

  Configure FilesConnectSettings metadata in Salesforce to enable federated content repositories, cloud storage integration, and external file sharing.

• FileUploadAndDownloadSecuritySettings in SFDX

  Configure FileUploadAndDownloadSecuritySettings metadata to prevent malware execution, enforce file download policies, and restrict dangerous MIME types.

• FlexiPage Metadata Type and Dynamic Forms Guide

  Configure, deploy, and query Salesforce FlexiPage (Lightning Page) metadata (.flexipage-meta.xml), set Dynamic Forms field visibility, and activate pages.

• Flow Metadata Type and Automation Architecture

  Configure, deploy, and query Salesforce Flow metadata (.flow-meta.xml), manage active flow versions in CI/CD, and audit FlowDefinitionView via SOQL.

• FlowCategory Metadata Type in SFDX

  Structure FlowCategory metadata in Salesforce DX to group flows in setup interfaces, organize process portfolios, and standardize enterprise CI/CD delivery.

• FlowDefinition Metadata Type in SFDX

  Manage FlowDefinition metadata in Salesforce DX to control active flow versioning, govern pipeline deployments, and understand modern Flow activation rules.

• FlowSettings Metadata Type in SFDX

  Configure FlowSettings metadata in Salesforce DX to enable active flow deployment, optimize execution environments, and govern automation runtime behavior.

• FlowTest Metadata Type for Declarative Flow Testing

  Write and deploy automated assertions for Record-Triggered and Autolaunched Flows using the FlowTest metadata type in SFDX. Learn testPoints and conditions.

• FlowValueMap Metadata Type in SFDX

  Deploy FlowValueMap metadata in Salesforce DX to configure key-value mappings, bridge external service payloads, and streamline flow transformations.

• Folder Metadata Type in SFDX

  Structure Folder metadata in Salesforce DX for reports, dashboards, and email templates, managing access permissions, hierarchy, and CI/CD manifests.

• FolderShare Metadata Type in SFDX

  Configure FolderShare metadata in Salesforce DX to control access permissions for report, dashboard, and document folders across roles and public groups.

• ForecastingFilter Metadata Type in SFDX

  Configure ForecastingFilter metadata in Salesforce DX to segment revenue data, filter opportunity records, and customize Collaborative Forecast rollups.

• ForecastingFilterCondition in SFDX

  Define ForecastingFilterCondition metadata in Salesforce DX to construct granular field criteria, evaluate revenue metrics, and deploy forecast rules.

• ForecastingObjectListSettings in SFDX

  Configure ForecastingObjectListSettings metadata in Salesforce DX to customize opportunity inspection tables, field columns, and forecast grid views.

• ForecastingSettings Metadata Type in SFDX

  Deploy ForecastingSettings metadata in Salesforce DX to enable Collaborative Forecasts, configure quota management, and govern revenue rollup mechanisms.

• ForecastingSourceDefinition in SFDX

  Configure ForecastingSourceDefinition in Salesforce DX to connect custom objects or standard opportunities into Collaborative Forecast aggregation engines.

• ForecastingType Metadata Type in SFDX

  Deploy ForecastingType metadata in Salesforce DX to build custom revenue models, define quantity projections, and configure split forecasts in Sales Cloud.

• ForecastingTypeSource in SFDX

  Configure ForecastingTypeSource metadata in Salesforce DX to bind forecast types to source definitions, manage calculations, and orchestrate deployments.

• FuelType Metadata Type in SFDX

  Deploy FuelType metadata in Salesforce DX for Net Zero Cloud, standardizing carbon accounting categories, emissions factors, and ESG reporting pipelines.

• FuelTypeSustnUom in SFDX

  Configure FuelTypeSustnUom metadata in Salesforce DX to define unit of measure conversions and energy standardization rules across Net Zero Cloud assets.

• FunctionReference Metadata Type in SFDX

  Configure FunctionReference metadata in Salesforce DX to bind serverless compute functions into Apex and Flow execution contexts with strict CI/CD control.

• FundraisingConfig Metadata Type in SFDX

  Deploy FundraisingConfig metadata in Salesforce DX to configure Nonprofit Cloud gift processing, donor accounting rules, and automated campaign allocations.

• GatewayProviderPaymentMethodType in SFDX

  Configure GatewayProviderPaymentMethodType in Salesforce DX to map payment gateways to payment types, enabling digital wallets and cards in Payments.

• GenAiFunction Metadata Type Reference

  Configure and deploy GenAiFunction (.genAiFunction-meta.xml) metadata and JSON schemas to expose Flow, Apex, and Prompt Builder actions to Agentforce.

• GenAiPlanner Metadata Type in SFDX

  Deploy GenAiPlanner metadata in Salesforce DX to govern Agentforce reasoning loops, orchestrate AI agent planning, and manage autonomous LLM action routing.

• GenAiPlannerBundle Metadata Type Reference

  Configure and deploy GenAiPlannerBundle (.genAiPlannerBundle) metadata to orchestrate Agentforce reasoning strategies, topics, actions, and surfaces.

• GenAiPlugin Metadata Type Reference

  Configure and deploy GenAiPlugin (.genAiPlugin-meta.xml) metadata to define Agentforce Agent Topics, classification descriptions, scope, and actions.

• GenAiPluginInstructionDef in SFDX

  Manage GenAiPluginInstructionDef in Salesforce DX to define natural language system prompts, guide Agentforce topics, and version agent instructions.

• GenAiPromptTemplate Metadata Type Reference

  Configure and deploy GenAiPromptTemplate (.genAiPromptTemplate-meta.xml) metadata for Agentforce Prompt Builder templates, grounding data, and versions.

• GenAiPromptTemplateActv Metadata Type in SFDX

  Deploy and manage GenAiPromptTemplateActv metadata in Salesforce to activate prompt template versions across environments with automated CI/CD pipelines.

• GiftEntryGridTemplate Metadata Type in SFDX

  Configure and deploy GiftEntryGridTemplate metadata in Salesforce to streamline high-volume donation entry, custom fields, and batch templates.

• GlobalValueSet Metadata Type Reference

  Configure and deploy GlobalValueSet (.globalValueSet-meta.xml) metadata to manage reusable, restricted picklist values across multiple Salesforce objects.

• GlobalValueSetTranslation Metadata Type in SFDX

  Localize shared global picklist values across languages using the GlobalValueSetTranslation metadata type. Learn file naming, XML syntax, and CI/CD tips.

• GoogleAppsSettings Metadata Type in SFDX

  Configure and deploy GoogleAppsSettings metadata in Salesforce to manage domain verification, Gmail integration, and Google Workspace features.

• Group Metadata Type Reference

  Configure and deploy Group (.group-meta.xml) metadata for Salesforce Public Groups, role hierarchy inheritance (doesIncludeBosses), and SOQL auditing.

• HelpSettings Metadata Type in SFDX

  Deploy and manage HelpSettings metadata in Salesforce to customize the in-app help menu, Learning Paths, and enterprise onboarding documentation.

• HighVelocitySalesSettings in SFDX

  Configure HighVelocitySalesSettings metadata in Salesforce to manage Sales Engagement, automated cadences, work queues, and rep productivity.

• HistoryRetentionPolicy Metadata Type in SFDX

  Configure HistoryRetentionPolicy metadata in Salesforce to enforce Field Audit Trail, field history archiving, and statutory compliance schedules.

• HomePageComponent Metadata Type in SFDX

  Deploy and manage HomePageComponent metadata in Salesforce for classic sidebar components, links, and layout customizations in source format.

• HomePageLayout Metadata Type in SFDX & Metadata API

  Understand the Classic HomePageLayout metadata type vs Lightning HomePage FlexiPages. Learn narrowComponents, wideComponents, and profile assignments.

• IdeasSettings Metadata Type in SFDX

  Configure IdeasSettings metadata in Salesforce to manage community innovation portals, idea themes, reputation, and voting rules via SFDX.

• IdentityProviderSettings in SFDX

  Configure IdentityProviderSettings metadata in Salesforce to establish Salesforce as an IdP for SAML and OpenID Connect Single Sign-On.

• IdentityVerificationProcDef in SFDX

  Configure IdentityVerificationProcDef metadata in Salesforce Industries to define caller verification procedures and compliance workflows.

• IdentityVerificationProcDtl in SFDX

  Deploy IdentityVerificationProcDtl metadata in Salesforce Industries to configure search logic, verification steps, and record matching rules.

• IdentityVerificationProcFld in SFDX

  Configure IdentityVerificationProcFld metadata in Salesforce Industries to define verified data fields, masking rules, and validation levels.

• IframeWhiteListUrlSettings in SFDX

  Configure IframeWhiteListUrlSettings metadata in Salesforce to manage clickjack protection, CSP frame-ancestors, and trusted iframe domains.

• InboundCertificate Metadata Type in SFDX

  Configure InboundCertificate metadata in Salesforce to manage public X.509 keys, mutual TLS (mTLS), and inbound API authentication.

• InboundNetworkConnection in SFDX

  Deploy InboundNetworkConnection metadata in Salesforce to manage Private Connect, AWS PrivateLink, and dedicated private network routing.

• IncidentMgmtSettings Metadata Type in SFDX

  Configure IncidentMgmtSettings metadata in Salesforce Service Cloud to activate ITIL incident, problem, and change management workflows.

• Index Metadata Type in SFDX

  Configure Index metadata in Salesforce to define Big Object composite primary keys and custom database indexes for ultra-fast queries.

• IndustriesEinsteinFeatureSettings in SFDX

  Configure IndustriesEinsteinFeatureSettings metadata in Salesforce to manage Document Reader, OCR extraction, and industry-specific AI models.

• IndustriesLoyaltySettings in SFDX

  Configure IndustriesLoyaltySettings metadata in Salesforce to manage Loyalty Management, reward currencies, tier processing, and partner ledgers.

• IndustriesPricingSettings in SFDX

  Configure IndustriesPricingSettings metadata in Salesforce to manage Enterprise Pricing, Context Service, and Pricing Procedures execution.

• IndustriesRatingSettings Metadata in SFDX

  Configure IndustriesRatingSettings metadata in Salesforce to manage pricing calculation matrices, rating procedures, and industry rating engines in CI/CD.

• IndustriesSettings Metadata Type in SFDX

  Deploy and manage IndustriesSettings metadata in Salesforce to enable OmniStudio, Business Rules Engine, and Industry Foundation features across CI/CD.

• IndustriesUnifiedInventorySettings in SFDX

  Manage IndustriesUnifiedInventorySettings metadata in Salesforce to coordinate stock tracking, serialized inventory, and locations in enterprise CI/CD.

• InsPlcyLimitConsumptionRule Metadata in SFDX

  Deploy InsPlcyLimitConsumptionRule metadata in Salesforce to automate insurance policy limit consumption, deductibles, and claim reserves in CI/CD.

• InstalledPackage Metadata Type in SFDX

  Deploy and manage InstalledPackage metadata in Salesforce to automate AppExchange dependencies, package versions, and licenses in modern CI/CD.

• IntegArtifactDef Metadata Type in SFDX

  Deploy and manage IntegArtifactDef metadata in Salesforce to govern integration artifact definitions, schemas, and API bindings in modern CI/CD.

• IntegrationProviderDef Metadata Type in SFDX

  Deploy IntegrationProviderDef metadata in Salesforce to manage external integration service providers, MuleSoft endpoints, and auth adapters in CI/CD.

• InterestTaggingSettings Metadata in SFDX

  Deploy and manage InterestTaggingSettings metadata in Salesforce to enable client interest tags, topic hierarchies, and relationship insights in CI/CD.

• InternalDataConnector Metadata Type in SFDX

  Deploy and manage InternalDataConnector metadata in Salesforce to connect core CRM data streams, Data Cloud data models, and lakehouse pipelines.

• InventorySettings Metadata Type in SFDX

  Deploy InventorySettings metadata in Salesforce to manage Omnichannel Inventory, reservation timeouts, stock tracking, and Commerce fulfillment in CI/CD.

• InvLatePymntRiskCalcSettings in SFDX

  Deploy InvLatePymntRiskCalcSettings metadata in Salesforce to manage late payment risk calculations, scoring models, and cash forecasting in CI/CD.

• InvocableActionExtension in SFDX

  Deploy InvocableActionExtension metadata in Salesforce to manage custom property editors, dynamic parameter schemas, and Flow UI extensions in CI/CD.

• InvocableActionSettings Metadata in SFDX

  Deploy InvocableActionSettings metadata in Salesforce to manage invocable action execution, rollbacks, callout limits, and security policies in CI/CD.

• IPAddressRange Metadata Type in SFDX

  Deploy IPAddressRange metadata in Salesforce to manage corporate IP login ranges, network security perimeters, and API gateway whitelisting in CI/CD.

• KeywordList Metadata Type in SFDX

  Deploy KeywordList metadata in Salesforce to manage Experience Cloud moderation rules, blocked words, and profanity filtering in automated CI/CD.

• KnowledgeSettings Metadata Type in SFDX

  Deploy KnowledgeSettings metadata in Salesforce to manage Lightning Knowledge, multi-language translation, article voting, and case deflection in CI/CD.

• LanguageSettings Metadata Type in SFDX

  Deploy LanguageSettings metadata in Salesforce to manage Translation Workbench, active org languages, and multilingual user interfaces in modern CI/CD.

• Layout Metadata Type and Page Layout Guide

  Configure, deploy, and query Salesforce Layout metadata (.layout-meta.xml), manage layoutSections and relatedLists, and handle managed package prefixes.

• LeadConfigSettings Metadata Type in SFDX

  Deploy LeadConfigSettings metadata in Salesforce to manage lead intelligence, web-to-lead reCAPTCHA, and lead assignment policies in CI/CD pipelines.

• LeadConvertSettings Metadata Type in SFDX

  Deploy LeadConvertSettings metadata in Salesforce to manage lead conversion field mappings, opportunity creation rules, and account matching in CI/CD.

• LearningItemType Metadata Type in SFDX

  Deploy LearningItemType metadata in Salesforce to manage enablement content types, in-app guidance assets, and learning pathways in modern CI/CD.

• Letterhead Metadata Type in SFDX

  Configure Letterhead metadata in Salesforce to standardize HTML email templates with consistent branding, logos, headers, and footers.

• LightningBolt Metadata Type in SFDX

  Package and distribute Lightning Bolt solutions combining Experience Cloud templates, flows, and components for accelerated community rollout.

• LightningComponentBundle Metadata Type Guide

  Configure LightningComponentBundle (.js-meta.xml) targets, targetConfigs, dynamic capabilities, Agentforce AI metadata, and Tooling API queries for LWC.

• LightningExperienceSettings in SFDX

  Manage LightningExperienceSettings metadata to configure user interface adoption, prompt banners, themes, and navigation bar customization.

• LightningExperienceTheme Metadata in SFDX

  Customize brand colors, page backgrounds, banner graphics, and user avatars across Lightning Experience using LightningExperienceTheme metadata.

• LightningMessageChannel Metadata Type Reference

  Configure and deploy LightningMessageChannel (.messageChannel-meta.xml) metadata for cross-DOM communication across LWC, Aura, and Visualforce.

• LightningOnboardingConfig in SFDX

  Configure LightningOnboardingConfig metadata to manage in-app guidance, feedback links, and learning paths for user onboarding.

• LightningTypeBundle Metadata Type for Agentforce UI

  Create custom LightningTypeBundle components (API v64.0+) to customize Agentforce action inputs and outputs with JSON Schema and custom LWC renderers.

• ListView Metadata Type Reference

  Configure and deploy ListView (.listView-meta.xml) metadata to define columns, filter scopes, boolean filter logic, and role or group visibility.

• LiveAgentSettings Metadata Type in SFDX

  Configure LiveAgentSettings metadata to activate legacy Service Cloud Chat, transcript logging, agent routing, and Omni-Channel chat support.

• LiveChatAgentConfig Metadata in SFDX

  Define LiveChatAgentConfig metadata to configure agent chat capacity, supervisor monitoring, file transfer, and conferencing permissions.

• LiveChatButton Metadata Type in SFDX

  Deploy LiveChatButton metadata to build chat triggers, automated invitations, queue routing rules, and pre-chat forms in Service Cloud.

• LiveChatDeployment Metadata in SFDX

  Configure LiveChatDeployment metadata to specify domain whitelists, branding windows, pre-chat rules, and chat session timeouts.

• LiveChatSensitiveDataRule in SFDX

  Enforce compliance by masking credit cards and SSNs in chat transcripts and messages using LiveChatSensitiveDataRule metadata.

• LiveMessageSettings Metadata in SFDX

  Manage LiveMessageSettings metadata to configure conversational messaging channels, SMS, WhatsApp, and customer consent in Salesforce.

• LoyaltyProgramSetup Metadata in SFDX

  Architect Loyalty Management programs, points accrual, tier groups, and partner incentives using LoyaltyProgramSetup metadata.

• MacroSettings Metadata Type in SFDX

  Configure MacroSettings metadata to govern bulk macro execution, folder sharing, and console shortcuts across Sales and Service Cloud.

• MailMergeSettings Metadata in SFDX

  Control MailMergeSettings metadata to manage Word mail merge templates, extended mail merge services, and document generation limits.

• ManagedContentType Metadata in SFDX

  Design custom content structures, rich text nodes, and image attributes in Salesforce CMS using ManagedContentType metadata.

• ManagedEventSubscription in SFDX

  Streamline event-driven architectures with ManagedEventSubscription metadata for Pub/Sub API and platform event replay configurations.

• ManagedTopics Metadata Type in SFDX

  Structure Experience Cloud navigation, featured content, and topic hierarchies using ManagedTopics metadata in Salesforce projects.

• MapsAndLocationSettings in SFDX

  Configure MapsAndLocationSettings metadata to control address autocomplete, geocoding data integration rules, and location services.

• MarketingAppExtension Metadata in SFDX

  Connect external marketing platforms to Account Engagement using MarketingAppExtension metadata for custom activities and actions.

• MarketSegmentDefinition in SFDX

  Architect Data Cloud market segments, audience filters, activation schedules, and data space boundaries with MarketSegmentDefinition metadata.

• MatchingRule Metadata Type Reference

  Configure and deploy MatchingRule (.matchingRule-meta.xml) metadata to define exact and fuzzy deduplication algorithms for Accounts, Contacts, and Leads.

• MCETransformationsSettings Metadata Type Guide

  Configure MCETransformationsSettings metadata in Salesforce to enable Flow Builder integrations and automated messaging with Marketing Cloud Engagement.

• MeetingsSettings Metadata Type in SFDX

  Configure MeetingsSettings metadata in Salesforce to enable Meeting Digest, video conferencing integration, and sales coaching workflows with SFDX.

• MessagingChannel Metadata Type in Service Cloud

  Configure and deploy MessagingChannel metadata in Salesforce to manage Service Cloud Digital Engagement channels, routing rules, and automated responses.

• Metadata Base Type in Salesforce Platform APIs

  Explore the Metadata base type in the Salesforce Metadata API, covering XML component inheritance, fullName addressing, and platform deployment mechanics.

• MetadataWithContent Base Type Architecture

  Deep dive into the MetadataWithContent abstract base type in Salesforce Metadata API, powering file-and-XML pairs for Apex, static resources, and web bundles.

• MfgProgramTemplate in Manufacturing Cloud

  Configure MfgProgramTemplate metadata in Manufacturing Cloud to standardize program-based business models, forecasting sets, and commercial sales processes.

• MfgServiceConsoleSettings Metadata Type in SFDX

  Configure MfgServiceConsoleSettings metadata in Salesforce to enable the Service Console for Manufacturing, asset tracking, and CSR operational workspaces.

• MilestoneType Metadata Type for Service Cloud SLAs

  Define First Response, Workaround, and Resolution SLA milestones with the MilestoneType metadata type. Learn recurrence types and CaseMilestone SOQL queries.

• MktCalcInsightObjectDef in Salesforce Data Cloud

  Configure MktCalcInsightObjectDef metadata in Data Cloud to deploy Calculated Insights, SQL aggregate metrics, and customer lifetime value calculations.

• MktDataTranObject in Salesforce Data Cloud

  Master MktDataTranObject metadata in Salesforce Data Cloud to model data transport schemas, connectors, and landing layers from external source streams.

• MktPlanningOpsSettings Metadata Type in SFDX

  Configure MktPlanningOpsSettings metadata in Salesforce to enable Marketing Planning and Operations, unified campaigns, and budget governance features.

• MLDataDefinition Metadata Type in Einstein Studio

  Configure MLDataDefinition metadata in Salesforce to define training datasets, field inclusions, and scoring filters for Einstein machine learning models.

• MlDomain Metadata Type for Einstein Intent Sets

  Configure MlDomain metadata in Salesforce to manage Einstein Bot Intent Sets, natural language training utterances, and entity slot classification models.

• MLPredictionDefinition in Einstein Discovery

  Configure MLPredictionDefinition metadata in Salesforce to deploy Einstein Discovery predictive models, score targets, and automated AI scoring pipelines.

• MobileApplicationDetail Metadata Type in SFDX

  Configure MobileApplicationDetail metadata in Salesforce to manage mobile connected apps, binary packages, bundle IDs, and platform OS distribution settings.

• MobileSecurityAssignment in Enhanced Mobile Security

  Configure MobileSecurityAssignment metadata in Salesforce to map Enhanced Mobile Security policies to targeted profiles, users, and mobile connected apps.

• MobileSecurityPolicy in Enhanced Mobile Security

  Configure MobileSecurityPolicy metadata in Salesforce to enforce jailbreak detection, biometric locks, clipboard restrictions, and mobile compliance rules.

• MobileSettings Metadata Type in Salesforce DX

  Configure MobileSettings metadata in Salesforce to manage mobile offline caching, encrypted storage, contact import preferences, and app security settings.

• MobSecurityCertPinConfig in Mobile Security

  Configure MobSecurityCertPinConfig metadata in Salesforce to manage TLS certificate pinning and prevent man-in-the-middle attacks on mobile endpoints.

• ModerationRule Metadata in Experience Cloud

  Configure ModerationRule metadata in Experience Cloud to automate content moderation, rate limiting, and member security governance across community portals.

• MutingPermissionSet Metadata Type in SFDX & Metadata API

  Use MutingPermissionSet inside PermissionSetGroups to selectively disable Delete, Modify All, and field permissions while keeping reusable building blocks.

• MyDomainDiscoverableLogin in Salesforce Auth

  Configure MyDomainDiscoverableLogin metadata in Salesforce to implement passwordless authentication, email/SMS verification, and Apex discovery handlers.

• MyDomainSettings Metadata Type Guide

  Configure and deploy MyDomainSettings metadata in Salesforce to manage Enhanced Domains, login policies, URL routing, and authentication domain security.

• NamedCredential Metadata Type and Endpoint Guide

  Configure, deploy, and query modern Salesforce NamedCredential metadata (.namedCredential-meta.xml), link ExternalCredentials, and manage callout parameters.

• NameSettings Metadata Type in SFDX

  Configure and deploy NameSettings metadata in Salesforce to activate middle names, informal names, and name suffixes across person records and standard objects.

• NavigationMenu Metadata Type for Experience Cloud

  Configure Experience Builder navigation menus with the NavigationMenu metadata type. Learn menu item types, submenus, target URLs, and SOQL queries.

• Network Metadata Type for Experience Cloud Sites

  Configure Experience Cloud site administration, member profiles, permission sets, self-registration, and security settings using the Network metadata type.

• NetworkBranding Metadata Type in SFDX

  Configure and deploy NetworkBranding metadata in Salesforce to manage visual themes, logos, color palettes, and login branding for Experience Cloud sites.

• NotificationsSettings Metadata Type Guide

  Configure and deploy NotificationsSettings metadata in Salesforce to govern in-app alerts, mobile push notifications, and email delivery services.

• NotificationTypeConfig Metadata Type Guide

  Configure and deploy NotificationTypeConfig metadata in Salesforce to manage channel delivery preferences across desktop, mobile, and Slack notifications.

• OauthCustomScope Metadata Type in SFDX

  Configure and deploy OauthCustomScope metadata in Salesforce to create fine-grained OAuth authorization scopes for connected apps and external clients.

• OauthOidcSettings Metadata Type Guide

  Configure and deploy OauthOidcSettings metadata in Salesforce to govern OAuth 2.0 token policies, OpenID Connect signing, and token exchange security.

• OauthTokenExchangeHandler Metadata Guide

  Configure and deploy OauthTokenExchangeHandler metadata in Salesforce to implement custom RFC 8693 token exchange handlers powered by Apex logic.

• ObjectHierarchyRelationship Metadata Guide

  Configure and deploy ObjectHierarchyRelationship metadata in Salesforce to model complex multi-level data trees across Industry Clouds and core objects.

• ObjectLinkingSettings Metadata Type Guide

  Configure and deploy ObjectLinkingSettings metadata in Salesforce to automate record association across Service Cloud Voice, Chat, and Messaging channels.

• ObjectSourceTargetMap Metadata Type in SFDX

  Configure and deploy ObjectSourceTargetMap metadata in Salesforce to govern declarative object mapping, field transformation, and automated record cloning.

• OcrSampleDocument Metadata Type in SFDX

  Configure and deploy OcrSampleDocument metadata in Salesforce to manage sample calibration files for Intelligent Document Reader and Einstein OCR templates.

• OcrTemplate Metadata Type in SFDX

  Configure and deploy OcrTemplate metadata in Salesforce to extract structured text and key-value pairs from documents into standard and custom records.

• OmniChannelSettings Metadata Type Guide

  Configure and deploy OmniChannelSettings metadata in Salesforce to enable work item routing, skills-based routing, and real-time supervisor monitoring.

• OmniSupervisorConfig Metadata Type in SFDX

  Configure and deploy OmniSupervisorConfig metadata in Salesforce to customize supervisor visibility, agent monitoring tabs, queues, and manager actions.

• OnboardingDataObjectGroup Metadata Guide

  Configure and deploy OnboardingDataObjectGroup metadata in Salesforce to bundle intake records, parties, and accounts for unified customer onboarding.

• OpportunityInsightsSettings Metadata Guide

  Configure and deploy OpportunityInsightsSettings metadata in Salesforce to govern Einstein deal insights, sentiment analysis, and smart notifications.

• OpportunityScoreSettings Metadata Guide

  Configure and deploy OpportunityScoreSettings metadata in Salesforce to manage Einstein Opportunity Scoring, predictive factors, and deal scoring models.

• OpportunitySettings Metadata Type in SFDX

  Configure and deploy OpportunitySettings metadata in Salesforce to govern Opportunity Teams, deal splits, product prompts, and customizable rollups.

• OrchestrationPlanCtxMapping Metadata Guide

  Configure and deploy OrchestrationPlanCtxMapping metadata in Salesforce to map context data into dynamic Industries Order Management orchestration plans.

• OrderManagementSettings in SFDX

  Configure and deploy OrderManagementSettings in Salesforce DX to enable order lifecycle orchestration, order summaries, and B2C/B2B commerce integrations.

• OrderSettings Metadata Type in SFDX

  Configure OrderSettings metadata in Salesforce DX to manage standard Order object activation, negative quantities, reduction orders, and pricebook rules.

• OrgSettings Metadata Type in SFDX

  Configure OrgSettings metadata in Salesforce DX to manage organization-wide defaults, deployment safety rules, and operational platform configurations.

• OutboundNetworkConnection Metadata in SFDX

  Deploy OutboundNetworkConnection metadata in Salesforce DX to manage AWS PrivateLink and Azure private network interconnects from Hyperforce.

• Package Metadata Type in SFDX

  Explore Package metadata in Salesforce DX, governing package manifests, unmanaged bundles, namespaces, and dependency declarations for CI/CD deployments.

• PardotEinsteinSettings in SFDX

  Configure PardotEinsteinSettings metadata in Salesforce DX to deploy Einstein Behavior Scoring, Campaign Insights, and Account Engagement AI models.

• PardotSettings Metadata Type in SFDX

  Configure PardotSettings metadata in Salesforce DX to manage Marketing Cloud Account Engagement connectors, user sync, and prospect activity tracking.

• ParticipantRole Metadata Type in SFDX

  Deploy ParticipantRole metadata in Salesforce DX to define collaborative participant roles, record-level access rights, and industry cloud sharing models.

• PartyDataModelSettings in SFDX

  Configure PartyDataModelSettings metadata in Salesforce DX to enable unified Party data model entities, consent tracking, and Customer 360 schemas.

• PathAssistant Metadata Type Reference

  Configure and deploy PathAssistant (.pathAssistant-meta.xml) metadata to customize Lightning Path stages, key fields, and Guidance for Success per RecordType.

• PathAssistantSettings in SFDX

  Configure PathAssistantSettings metadata in Salesforce DX to enable Lightning Path guidance, confetti celebrations, and stage progression controls.

• PaymentGatewayProvider in SFDX

  Deploy PaymentGatewayProvider metadata in Salesforce DX to bind custom Apex adapter classes with Salesforce Payments and merchant gateway processors.

• PaymentsSettings Metadata Type in SFDX

  Configure PaymentsSettings metadata in Salesforce DX to enable Salesforce Payments, electronic settlement, and payment gateway data structures.

• PermissionSet Metadata Type and Access Guide

  Configure, deploy, and query Salesforce PermissionSet metadata (.permissionset-meta.xml), manage CRUD/FLS and Principal access, and audit via SOQL.

• PermissionSetGroup Metadata Type Guide

  Configure, deploy, and query Salesforce PermissionSetGroup metadata (.permissionsetgroup-meta.xml), apply MutingPermissionSet rules, and check status via SOQL.

• PermissionSetLicenseDefinition in SFDX

  Understand PermissionSetLicenseDefinition in Salesforce DX, inspecting PSL entitlements, permission dependencies, and license-restricted permission sets.

• PersonAccountOwnerPowerUser in SFDX

  Configure PersonAccountOwnerPowerUser metadata in Salesforce DX to enable Experience Cloud partner and customer power users to own Person Accounts.

• PicklistSettings Metadata Type in SFDX

  Configure PicklistSettings metadata in Salesforce DX to automate inactive picklist value cleanup, boundary limits, and global value set management.

• PipelineInspMetricConfig in SFDX

  Deploy PipelineInspMetricConfig metadata in Salesforce DX to customize Pipeline Inspection metrics, deal velocity calculations, and revenue forecasts.

• PlatformCachePartition Metadata Type in SFDX & Metadata

  Configure Org Cache and Session Cache partitions with the PlatformCachePartition metadata type. Learn capacity allocation, CacheBuilder, and SOQL queries.

• PlatformEncryptionSettings in SFDX

  Configure PlatformEncryptionSettings metadata in Salesforce DX to manage Shield encryption policies, deterministic keys, search index, and event encryption.

• PlatformEventChannel Metadata Type Reference

  Configure and deploy PlatformEventChannel (.platformEventChannel-meta.xml) metadata for custom Change Data Capture and Platform Event Pub/Sub channels.

• PlatformEventChannelMember Metadata Type Reference

  Configure and deploy PlatformEventChannelMember (.platformEventChannelMember-meta.xml) metadata for CDC object selection, enrichedFields, and stream filters.

• PlatformEventMigration in SFDX

  Deploy PlatformEventMigration metadata in Salesforce DX to transition standard event channels to high-volume Pub/Sub API and event bus architectures.

• PlatformEventSettings in SFDX

  Configure PlatformEventSettings metadata in Salesforce DX to manage event bus publishing limits, event retention hours, and pub/sub routing behaviors.

• PlatformEventSubscriberConfig Metadata Type in SFDX

  Configure Platform Event Apex trigger batchSize, running user, and parallel subscriptions (numPartitions) using PlatformEventSubscriberConfig in Salesforce.

• Portal Metadata Type in SFDX

  Explore the Portal metadata type in Salesforce DX, understanding legacy Customer and Partner portal architectures and migrations to Experience Cloud.

• PortalDelegablePermissionSet in SFDX

  Configure PortalDelegablePermissionSet metadata in Salesforce DX to enable delegated external administrators to manage community permission sets securely.

• PostTemplate Metadata Type in SFDX

  Configure PostTemplate metadata in Salesforce to customize Chatter approval feed posts, displayed field sets, and mobile actionable notifications.

• PredictionBuilderSettings in SFDX

  Configure PredictionBuilderSettings metadata in Salesforce DX to enable Einstein Prediction Builder, automated machine learning models, and custom AI scores.

• PresenceDeclineReason Metadata in SFDX

  Configure PresenceDeclineReason metadata in Salesforce to standardize Omni-Channel agent decline reasons for Service Cloud supervisor analytics and WFM.

• PresenceUserConfig Metadata Type for Omni-Channel

  Configure Omni-Channel agent capacity, interruptible capacity, auto-accept, decline reasons, and push timeout statuses with PresenceUserConfig in SFDX.

• PricingActionParameters in SFDX

  Configure PricingActionParameters metadata in Salesforce Revenue Cloud to bind input and output variables across dynamic pricing procedures and matrices.

• PricingRecipe Metadata Type in SFDX

  Configure PricingRecipe metadata in Salesforce Revenue Cloud to sequence pricing rules, discount matrices, and tax adjustments across enterprise quotes.

• PrivacySettings Metadata Type in SFDX

  Configure PrivacySettings metadata in Salesforce DX to enforce GDPR and CCPA compliance, automated Individual creation, and real-time consent streaming.

• ProcessFlowMigration Metadata in SFDX

  Configure ProcessFlowMigration metadata in Salesforce DX to migrate legacy Workflow Rules and Process Builders into optimized record-triggered Flows.

• ProductAttributeSet Metadata in SFDX

  Configure ProductAttributeSet metadata in Salesforce B2B Commerce and Revenue Cloud to manage product attribute groupings and variation matrices.

• ProductSettings Metadata Type in SFDX

  Configure ProductSettings metadata in Salesforce DX to enable Revenue and Quantity schedules, manage Price Books, and govern product catalog automation.

• Profile Metadata Type and Deployment Best Practices

  Retrieve and deploy Salesforce Profile metadata (.profile-meta.xml), manage layoutAssignments and loginIpRanges, and query profile permissions via SOQL.

• ProfileActionOverride Metadata in SFDX

  Configure ProfileActionOverride metadata in Salesforce to map profile-specific standard button actions to custom Lightning components and FlexiPages.

• ProfilePasswordPolicy Metadata in SFDX

  Configure ProfilePasswordPolicy metadata in Salesforce DX to define granular password expiration, complexity, and lockout rules tailored by user profile.

• ProfileSearchLayouts Metadata in SFDX

  Configure ProfileSearchLayouts metadata in Salesforce to customize search results and lookup dialog columns by user profile across standard and custom objects.

• ProfileSessionSetting Metadata in SFDX

  Configure ProfileSessionSetting metadata in Salesforce DX to enforce profile-level session timeout limits, warning modals, and high assurance security levels.

• Prompt Metadata Type in SFDX

  Configure Prompt metadata in Salesforce DX to deploy In-App Guidance walkthroughs, targeted tooltips, and user onboarding flows declaratively.

• PublicKeyCertificate Metadata in SFDX

  Configure PublicKeyCertificate metadata in Salesforce DX to manage X.509 certificates for mutual TLS, JWT bearer auth, and outbound API integrations.

• PublicKeyCertificateSet in SFDX

  Configure PublicKeyCertificateSet metadata in Salesforce DX to bundle public certificates for zero-downtime key rotation and mutual TLS trust stores.

• Queue Metadata Type Reference

  Configure and deploy Queue (.queue-meta.xml) metadata to manage supported SObjects, queue members, Omni-Channel routing configs, and Queue SOQL queries.

• QueueRoutingConfig Metadata Type for Omni-Channel

  Configure Omni-Channel routing priority, routing models, capacity weights, and skill timeouts using the QueueRoutingConfig metadata type in Salesforce.

• QuickAction Metadata Type Reference

  Configure and deploy QuickAction (.quickAction-meta.xml) metadata for LWC screen actions, headless actions, Flow modals, and predefined field values.

• QuoteSettings Metadata Type in SFDX

  Configure QuoteSettings metadata in Salesforce DX to activate Sales Cloud Quotes, synchronize Opportunity line items, and provision quote PDF generation.

• RealTimeEventSettings in SFDX

  Configure RealTimeEventSettings metadata in Salesforce Shield to stream audit events to external SIEM tools and persist forensic logs in BigObjects.

• RecommendationStrategy in SFDX

  Configure RecommendationStrategy metadata in Salesforce to build Einstein Next Best Action decision engines, predictive filtering, and customer offers.

• RecordActionDeployment Metadata in SFDX

  Master RecordActionDeployment metadata to orchestrate Flows, Quick Actions, and Next Best Action recommendations in guided Service and Sales consoles.

• RecordAggregationDefinition Metadata in SFDX

  Design and deploy RecordAggregationDefinition metadata to automate high-performance cross-object aggregations and rollups in Salesforce Industries.

• RecordAlertCategory Metadata in SFDX

  Configure and deploy RecordAlertCategory metadata to organize, classify, and surface critical risk, compliance, and service warnings in Salesforce.

• RecordPageSettings Metadata in SFDX

  Configure RecordPageSettings metadata to enforce org-wide Lightning record page display defaults, Full View density, and activity timeline behaviors.

• RecordType Metadata Type and Picklist Guide

  Configure, deploy, and query Salesforce RecordType metadata (.recordType-meta.xml), manage picklistValues and BusinessProcesses, and avoid SOQL in Apex.

• RedirectWhitelistUrl Metadata in SFDX

  Configure RedirectWhitelistUrl metadata to secure user navigation, prevent untrusted redirect warnings, and manage trusted external web endpoints in SFDX.

• ReferencedDashboard Metadata in SFDX

  Master ReferencedDashboard metadata to configure embedded CRM Analytics and Tableau CRM dashboard components across templates and Lightning pages.

• RegisteredExternalService Metadata in SFDX

  Master RegisteredExternalService metadata to register OpenAPI specs and auto-generate declarative Flow invocable actions for external REST APIs in SFDX.

• RelatedRecordAssocCriteria Metadata in SFDX

  Master RelatedRecordAssocCriteria metadata to configure automated record matching and contextual association rules in Salesforce Service Cloud and FSC.

• RelationshipGraphDefinition Metadata in SFDX

  Configure RelationshipGraphDefinition metadata to deploy interactive Actionable Relationship Center (ARC) graphs across Financial Services Cloud and SFDX.

• RemoteSiteSetting Metadata Type Reference

  Configure and deploy RemoteSiteSetting (.remoteSite-meta.xml) metadata to allowlist external HTTP callout endpoints and understand NamedCredential trade-offs.

• Report Metadata Type Reference

  Configure, retrieve, and deploy Report (.report-meta.xml) metadata for Tabular, Summary, Matrix, and Joined reports, folders, crossFilters, and SOQL.

• ReportType Metadata Type Reference

  Configure and deploy ReportType (.reportType-meta.xml) metadata for custom report types, up to 4 object joins (inner and outerJoin), and lookup fields.

• RestrictionRule Metadata Type (Restriction & Scoping Rules)

  Configure Restriction Rules and Scoping Rules using the RestrictionRule metadata type. Learn recordFilter syntax, enforcementType, and Tooling API queries.

• RetailExecutionSettings Metadata in SFDX

  Master RetailExecutionSettings metadata to configure Consumer Goods Cloud retail execution, store visit flows, and inventory audit capabilities in SFDX.

• RetrievalSummaryDefinition Metadata in SFDX

  Master RetrievalSummaryDefinition metadata to configure Data Cloud vector search and RAG grounding summaries for Agentforce and Prompt Builder in SFDX.

• Role Metadata Type Reference

  Configure and deploy Role (.role-meta.xml) metadata to manage the Salesforce Role Hierarchy, parentRole inheritance, and implicit Account child access.

• RoleOrTerritory Metadata Type in SFDX

  Understand RoleOrTerritory metadata in Salesforce, governing hierarchical sharing models, role trees, and territory access permissions across orgs.

• SalesAgreementSettings Metadata in SFDX

  Master SalesAgreementSettings metadata to configure Manufacturing Cloud sales agreements, automated metric calculations, and order allocations in SFDX.

• Salesforce Developer Documentation Directory

  A complete navigation guide and directory for official developer.salesforce.com/docs resources covering APIs, Apex, LWC, Data Cloud, and Agentforce.

• SalesWorkQueueSettings Metadata in SFDX

  Configure SalesWorkQueueSettings metadata in SFDX to manage Sales Engagement work queues, cadence action prioritization, and automated queue refreshes.

• SamlSsoConfig Metadata Type for Single Sign-On (SSO)

  Configure SAML 2.0 Single Sign-On with Okta, Microsoft Entra ID, and PingFederate using the SamlSsoConfig metadata type. Learn JIT provisioning and SOQL.

• SandboxSettings Metadata in SFDX

  Master SandboxSettings metadata in SFDX to automate sandbox lifecycle management, auto-activation after refresh, and preview instance routing.

• SchedulingObjective Metadata in SFDX

  Master SchedulingObjective metadata in SFDX to configure Field Service and Salesforce Scheduler optimization goals, scoring policies, and travel models.

• SchedulingRule Metadata in SFDX

  Configure SchedulingRule metadata in SFDX to enforce Field Service and Scheduler hard constraints, skill matching, and operating hours compliance.

• SchemaSettings Metadata in SFDX

  Master SchemaSettings metadata in SFDX to manage Schema Builder capabilities, custom permission management, and picklist restriction policies org-wide.

• Scontrol Metadata Type in SFDX

  Understand legacy Scontrol metadata in SFDX, technical debt auditing strategies, and architectural migration pathways to Lightning Web Components.

• SearchCustomization Metadata in SFDX

  Master SearchCustomization metadata in SFDX to configure Einstein Search synonyms, promoted search objects, and natural language query interpretations.

• SearchLayouts Metadata Type in SFDX

  Configure and deploy SearchLayouts in Salesforce DX to define lookup dialogs, search results columns, and mass action buttons across objects.

• SearchOrgWideObjectConfig in SFDX

  Configure and deploy SearchOrgWideObjectConfig in Salesforce to manage global searchability, candidate search, and Einstein Search per object.

• SearchSettings Metadata Type in SFDX

  Manage SearchSettings in Salesforce DX to automate Einstein Search enablement, document indexing, autocomplete, and search scoping across clouds.

• SecuritySettings Metadata Type in SFDX

  Configure SecuritySettings in Salesforce DX to govern trusted IP ranges, session policies, password parameters, and single sign-on security.

• ServiceAISetupDefinition in SFDX

  Deploy ServiceAISetupDefinition metadata in Salesforce to automate Einstein Case Classification, Wrap-Up models, and predictive field mappings.

• ServiceAISetupField Metadata Type in SFDX

  Configure ServiceAISetupField metadata in Salesforce to define input features, target predictions, and extraction rules for Einstein models.

• ServiceChannel Metadata Type for Omni-Channel Routing

  Configure Omni-Channel work item channels with the ServiceChannel metadata type. Learn status-based vs tab-based capacity, ACW timers, and SOQL queries.

• ServiceCloudVoiceSettings in SFDX

  Deploy ServiceCloudVoiceSettings in Salesforce DX to configure cloud contact center telephony, automated call recording, and desk integration.

• ServicePresenceStatus in SFDX

  Configure ServicePresenceStatus metadata in Salesforce to manage Omni-Channel agent availability, channel routing, and presence permissions.

• ServiceProcess Metadata Type in SFDX

  Deploy ServiceProcess metadata in Salesforce to orchestrate Service Process Studio definitions, case resolution flows, and integration actions.

• ServiceSetupAssistantSettings in SFDX

  Automate ServiceSetupAssistantSettings in Salesforce DX to enable guided Service Cloud onboarding, support queues, and contact center defaults.

• SharedTo Metadata Structure in SFDX

  Master the SharedTo metadata structure in Salesforce to define recipients for report folders, dashboard folders, list views, and sharing rules.

• SharingBaseRule Architecture in SFDX

  Understand SharingBaseRule metadata architecture in Salesforce to construct criteria-based and owner-based sharing rules across standard objects.

• SharingReason Metadata Type for Apex Managed Sharing

  Create and deploy Apex Sharing Reasons on custom and standard objects (API v68.0+) using the SharingReason metadata type. Learn RowCause and __Share SOQL.

• SharingRecalculation Metadata in SFDX

  Deploy SharingRecalculation metadata in Salesforce to register Apex batch classes that recalculate custom object shares when ownership changes.

• SharingRules Metadata Type and Record Access Guide

  Configure, deploy, and audit Salesforce SharingRules metadata (.sharingRules-meta.xml) for Owner, Criteria, Territory, and Guest rules plus Share table SOQL.

• SharingSet Metadata Type for Experience Cloud Portals

  Configure Customer Community record sharing with the SharingSet metadata type. Learn accessMappings, userField to objectField matching, and deployment tips.

• SharingSettings Metadata Type in SFDX

  Configure SharingSettings in Salesforce DX to govern org-wide defaults, deferred sharing calculation, secure guest access, and manager groups.

• SiteDotCom Metadata Type in SFDX

  Package and deploy SiteDotCom binary site metadata in Salesforce DX for Experience Cloud sites, LWR community portals, and public web pages.

• SiteSettings Metadata Type in SFDX

  Manage SiteSettings metadata in Salesforce DX to enforce HTTPS policies, custom domain redirects, and global security across public Sites.

• Skill Metadata Type for Omni-Channel & Field Service

  Define agent and technician capabilities using the Skill metadata type. Learn skills-based routing, skillType grouping, and SOQL queries for SkillRequirement.

• SocialCustomerServiceSettings in SFDX

  Deploy SocialCustomerServiceSettings in Salesforce to automate social post case creation, approval workflows, and inbound communication channels.

• SocialProfileSettings in SFDX

  Configure SocialProfileSettings in Salesforce DX to manage social network integration, user profile linking, and lead enrichment permissions.

• SourceTrackingSettings in SFDX

  Manage SourceTrackingSettings in Salesforce DX to enable automatic change tracking in developer sandboxes and accelerate CI/CD deployments.

• StageAssignment Metadata Type in SFDX

  Configure StageAssignment metadata in Salesforce Flow Orchestrator to allocate interactive work items to users, groups, queues, and resources.

• StageDefinition Metadata Type in SFDX

  Configure and deploy StageDefinition metadata in Salesforce to govern automated stage transitions, fulfillment criteria, and business process lifecycles.

• StandardValueSet Metadata Type Reference

  Retrieve and deploy StandardValueSet (.standardValueSet-meta.xml) metadata to customize standard picklist values such as OpportunityStage and CaseStatus.

• StandardValueSetTranslation Metadata Type in SFDX

  Translate customized standard picklist fields like CaseStatus, LeadSource, and OpportunityStage using the StandardValueSetTranslation metadata type in SFDX.

• StaticResource Metadata Type and Asset Guide

  Configure, deploy, and query Salesforce StaticResource metadata (.resource-meta.xml), load JS/CSS bundles in LWC, and use unpacked ZIP folders in SFDX.

• StreamingAppDataConnector Metadata Type in SFDX

  Deploy and configure StreamingAppDataConnector metadata in Salesforce Data Cloud to capture high-velocity web and mobile application interaction streams.

• SubscriptionManagementSettings in SFDX

  Configure and deploy SubscriptionManagementSettings metadata in Salesforce to automate recurring billing, invoice line settlements, and refund processing.

• SurveySettings Metadata Type in SFDX

  Configure and deploy SurveySettings metadata in Salesforce to manage org-wide survey enablement, customer lifecycle maps, and response permissions.

• SustainabilityUom Metadata Type in SFDX

  Configure and deploy SustainabilityUom metadata in Salesforce Net Zero Cloud to standardize carbon accounting units for vehicles, stationary assets, and waste.

• SustnUomConversion Metadata Type in SFDX

  Configure and deploy SustnUomConversion metadata in Salesforce Net Zero Cloud to automate unit conversion factors between custom fuels and emissions metrics.

• SvcCatalogCategory Metadata Type in SFDX

  Configure and deploy SvcCatalogCategory metadata in Salesforce Service Catalog to structure hierarchical service item groupings and employee self-service.

• SvcCatalogFulfillmentFlow Metadata Type in SFDX

  Configure and deploy SvcCatalogFulfillmentFlow metadata in Salesforce to bind automated Screen and Autolaunched Flows to Service Catalog items seamlessly.

• SvcCatalogItemDef Metadata Type in SFDX

  Configure and deploy SvcCatalogItemDef metadata in Salesforce Service Catalog to define requestable catalog items, access criteria, and category links.

• SynonymDictionary Metadata Type in SFDX

  Configure and deploy SynonymDictionary metadata in Salesforce to enhance Knowledge and Einstein Search relevance with multi-language synonym groupings.

• Tag Metadata Type in SFDX

  Configure and deploy Tag metadata in Salesforce to classify and categorize metadata components and data assets under structured TagSet taxonomies.

• TagSet Metadata Type in SFDX

  Configure and deploy TagSet metadata in Salesforce to establish structured categorization categories and hierarchical metadata classification schemas.

• Territory Metadata Type in SFDX

  Understand and migrate legacy Territory metadata in Salesforce to modernize account sharing, sales hierarchy modeling, and Territory2 architectures.

• Territory2 Metadata Type in SFDX

  Configure and deploy Territory2 metadata in Salesforce to model Enterprise Territory Management sales nodes, account access levels, and custom fields.

• Territory2Model Metadata Type in SFDX

  Configure and deploy Territory2Model metadata in Salesforce to manage sales territory hierarchies, planning states, and active territory lifecycle models.

• Territory2Rule Metadata Type in SFDX

  Configure and deploy Territory2Rule metadata in Salesforce to automate account assignment rules across Enterprise Territory Management hierarchies.

• Territory2Settings Metadata Type in SFDX

  Configure and deploy Territory2Settings metadata in Salesforce to manage default access levels, opportunity filters, and territory sharing automation.

• Territory2Type Metadata Type in SFDX

  Configure and deploy Territory2Type metadata in Salesforce to classify Enterprise Territory Management sales territories by priority and organizational tier.

• TimelineObjectDefinition in SFDX

  Configure and deploy TimelineObjectDefinition metadata in Salesforce to build interactive, chronological event timelines on standard and custom CRM records.

• TimeSheetTemplate Metadata Type in SFDX

  Configure and deploy TimeSheetTemplate metadata in Salesforce Field Service to automate worker time tracking schedules, frequencies, and work week bounds.

• TopicsForObjects Metadata Type in SFDX & Metadata API

  Enable and deploy Chatter Topics on standard and custom objects using the TopicsForObjects metadata type. Learn Topic and TopicAssignment SOQL queries.

• TrailheadSettings Metadata Type in SFDX

  Configure and deploy TrailheadSettings metadata in Salesforce to manage In-App Learning paths, badge tracking, and myTrailhead enablement configurations.

• TransactionSecurityPolicy Metadata Type for Shield Security

  Configure Real-Time Event Monitoring TransactionSecurityPolicy metadata for ReportEvent, ApiEvent, ListViewEvent, and LoginEvent with Apex or Condition Builder.

• Translations Metadata Type in SFDX & Metadata API

  Localize Custom Labels, Flows, Custom Applications, Custom Tabs, and Prompt Templates across languages using the Translations metadata type in SFDX.

• TrialOrgSettings Metadata Type in SFDX

  Configure and deploy TrialOrgSettings in Salesforce to govern Trialforce template generation, trial lifecycle policies, and user banner notifications.

• UIBundle Metadata Type in SFDX

  Explore the UIBundle metadata type in Salesforce to package, deploy, and govern composite user interface assets and layout configurations across clouds.

• UiFormatSpecificationSet Metadata Type in SFDX

  Configure and deploy UiFormatSpecificationSet metadata in Salesforce to standardize UI data formatting, currency masks, and date patterns across client views.

• UIObjectRelationConfig Metadata Type in SFDX

  Configure and deploy UIObjectRelationConfig in Salesforce to govern relationship graph visualizations, ARC hierarchies, and object node mappings.

• UiPreviewMessageTabDef Metadata Type in SFDX

  Configure and deploy UiPreviewMessageTabDef in Salesforce to define message preview tabs, communication channels, and omni-channel preview surfaces.

• UiWidgetBundle Metadata Type in SFDX

  Configure and deploy UiWidgetBundle metadata in Salesforce to manage modular UI widgets, composite micro-frontends, and client interface assets.

• UserAccessPolicy Metadata Type for Automated Provisioning

  Automate Permission Set, Permission Set Group, Queue, Group, and Package License assignments using the UserAccessPolicy metadata type in Salesforce.

• UserAuthCertificate Metadata Type in SFDX

  Configure and deploy UserAuthCertificate in Salesforce to govern certificate-based user authentication, CAC and PIV smart cards, and mTLS security.

• UserCriteria Metadata Type in SFDX

  Configure and deploy UserCriteria metadata in Salesforce to govern Experience Cloud audience targeting, moderation rules, and member categorization.

• UserEngagementSettings Metadata Type in SFDX

  Configure and deploy UserEngagementSettings in Salesforce to govern In-App Guidance, learning paths, prompt orchestration, and adoption walkthroughs.

• UserInterfaceSettings Metadata Type in SFDX

  Configure and deploy UserInterfaceSettings in Salesforce to govern inline editing, enhanced lists, collapsible sidebars, and desktop navigation styles.

• UserManagementSettings Metadata Type in SFDX

  Configure and deploy UserManagementSettings in Salesforce to govern permission set expiration, field security policies, and user self-deactivation.

• UserProfileSearchScope Metadata Type in SFDX

  Configure and deploy UserProfileSearchScope in Salesforce to customize global search scopes, object ordering, and lookup dialogs per profile.

• UserProvisioningConfig Metadata Type in SFDX

  Configure and deploy UserProvisioningConfig in Salesforce to automate user provisioning, SCIM lifecycles, and downstream SaaS account management.

• ValidationRule Metadata Type and Formula Guide

  Configure, deploy, and query Salesforce ValidationRule metadata (.validationRule-meta.xml), design permission-based bypasses, and audit rules via Tooling API.

• VirtualVisitConfig Metadata Type in SFDX

  Configure and deploy VirtualVisitConfig in Salesforce to manage telehealth video integrations, virtual care queues, and provider appointments.

• VoiceSettings Metadata Type in SFDX

  Configure and deploy VoiceSettings in Salesforce to manage Service Cloud Voice, partner telephony integration, real-time audio, and agent routing.

• WarrantyLifecycleMgmtSettings Metadata in SFDX

  Configure and deploy WarrantyLifecycleMgmtSettings in Salesforce to govern Manufacturing Cloud warranties, claim adjudication, and asset coverage.

• WaveAnalyticAssetCollection in SFDX

  Configure and deploy WaveAnalyticAssetCollection in Salesforce to assemble, govern, and distribute curated CRM Analytics dashboard collections.

• WaveApplication Metadata Type in SFDX

  Configure and deploy WaveApplication metadata in Salesforce to manage CRM Analytics apps, asset permissions, folder sharing, and lifecycle versioning.

• WaveComponent Metadata Type in SFDX

  Configure and deploy WaveComponent metadata in Salesforce to build, package, and embed reusable CRM Analytics widgets and dashboard components.

• WaveDashboard Metadata Type Guide

  Master the WaveDashboard metadata type to deploy CRM Analytics dashboards, manage JSON layouts, and automate cross-environment business intelligence pipelines.

• WaveDataflow Metadata Type Guide

  Configure and deploy CRM Analytics ETL data pipelines using the WaveDataflow metadata type, managing transformation nodes, extracts, and target datasets.

• WaveDataset Metadata Type Guide

  Understand the WaveDataset metadata type to manage CRM Analytics dataset containers, folder assignments, and deployment dependencies across environments.

• WaveLens Metadata Type Guide

  Learn how to deploy and manage CRM Analytics lenses using the WaveLens metadata type, preserving SAQL queries, chart layouts, and exploratory analytics.

• WaveRecipe Metadata Type Guide

  Master the WaveRecipe metadata type to deploy CRM Analytics Data Prep recipes, manage transformation pipelines, and automate enterprise data transformations.

• WaveTemplateBundle Metadata Guide

  Package, deploy, and distribute CRM Analytics templated apps using the WaveTemplateBundle metadata type, managing multi-file wizards, rules, and JSON assets.

• WaveXmd Metadata Type Guide

  Customize CRM Analytics dataset presentation using WaveXmd metadata, configuring dimension labels, color palettes, measure formats, and field visibility.

• WebLink Metadata Type for Custom Buttons and Links

  Configure custom Detail Page buttons, List View mass action buttons, and URL links using the WebLink metadata type. Learn URL parameters and SOQL queries.

• WebStoreBundle Metadata Type Guide

  Deploy and manage Commerce Cloud storefront bundles with the WebStoreBundle metadata type, streamlining storefront asset packaging and deployment pipelines.

• WebStoreTemplate Metadata Type Guide

  Configure Commerce Cloud storefront templates using the WebStoreTemplate metadata type to enable automated store provisioning and governance across orgs.

• WorkDotComSettings Metadata Guide

  Configure workplace wellness, command center tools, and employee recognition using the WorkDotComSettings metadata type across enterprise Salesforce orgs.

• Workflow Metadata Type (Alerts, Field Updates & Outbound)

  Understand why the Workflow metadata type (WorkflowAlert, WorkflowFieldUpdate, WorkflowOutboundMessage) remains vital for Approvals, Entitlements, and Flows.

• WorkforceEngagementSettings Guide

  Deploy Service Cloud Workforce Engagement settings with WorkforceEngagementSettings metadata to automate capacity planning, forecasting, and shift scheduling.

• WorkSkillRouting Metadata Type Guide

  Master the WorkSkillRouting metadata type to configure Omni-Channel skills-based routing rules, mapping field values to agent skills and proficiency levels.