Articles tagged “metadata-api”

112 articles

• 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.

• 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.

• ApprovalProcess Metadata Type Reference

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

• 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.

• 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.

• 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.

• 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.

• 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.

• CompactLayout Metadata Type Reference

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

• 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.

• 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.

• CustomApplication Metadata Type Reference

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

• 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.

• CustomObjectTranslation Metadata Type in SFDX

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

• 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.

• 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.

• 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.

• DigitalExperienceBundle Metadata Type Reference

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

• 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.

• 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.

• 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.

• 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.

• 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.

• ExternalClientApplication Metadata Type Reference

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

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• GenAiPromptTemplate Metadata Type Reference

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

• 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.

• Group Metadata Type Reference

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

• HomePageLayout Metadata Type in SFDX & Metadata API

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

• LightningMessageChannel Metadata Type Reference

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

• 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.

• MatchingRule Metadata Type Reference

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

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• PlatformEventSubscriberConfig Metadata Type in SFDX

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

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.