Articles tagged “metadata”

463 articles

• 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.

• 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.

• 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.

• 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.

• 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.

• AutomatedContactsSettings Metadata Guide

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

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• CustomValue Metadata Type in SFDX

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

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• EventSettings Metadata Architecture Guide

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

• 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.

• 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.

• ExternalDataTranObject in Salesforce Metadata API

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

• 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.

• FieldServiceSettings in Salesforce Metadata API

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

• 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.

• 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.

• 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.

• GenAiPluginInstructionDef in SFDX

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

• 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.

• GoogleAppsSettings Metadata Type in SFDX

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

• 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.

• 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.

• LightningOnboardingConfig in SFDX

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

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• PlatformEncryptionSettings in SFDX

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

• 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.

• 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.

• 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.

• 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.

• 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.

• 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 CLI Reference and Command Guide

  Master the modern sf CLI with comprehensive command syntax, flags, CI/CD pipeline automation, packaging, and migration from legacy 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.

• 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.

• 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.

• 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.

• 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.

• SObject, Headless 360, and Platform MCP Servers

  Use standard SObject, Headless 360, Archive Connect, Metadata Grounding, CMS, and Insurance Design Advisor MCP servers with exact tool schemas and limits.

• 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.

• 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.

• TrailheadSettings Metadata Type in SFDX

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

• 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.

• 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.