Articles tagged “document-checklist”

3 articles

• 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.