Articles tagged “package-xml”
- 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.
- AccountPlanObjMeasCalcDef Metadata Type in SFDX
Configure and deploy AccountPlanObjMeasCalcDef metadata in Salesforce to automate Account Plan objective measure rollups and KPI calculations.
- 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.
- 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.
- 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.
- CustomField Metadata Type and Schema Guide
Create, deploy, and query Salesforce CustomField metadata across relationships, formulas, picklists, and Shield encryption with Tooling API SOQL.
- 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.
- 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.
- 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.
- 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.
- 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.
- Package Metadata Type in SFDX
Explore Package metadata in Salesforce DX, governing package manifests, unmanaged bundles, namespaces, and dependency declarations for CI/CD deployments.
- 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.
- 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.
- 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.