Articles tagged “settings”

127 articles

• 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.

• 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.

• 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.

• ActionsSettings Metadata Type in SFDX

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

• ActivitiesSettings Metadata Type in SFDX

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

• 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.

• AIReplyRecommendationsSettings Metadata in SFDX

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

• BotSettings Metadata Type in SFDX & Metadata API

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

• BranchManagementSettings Metadata Type in SFDX

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

• CampaignSettings Metadata Type in SFDX & Metadata API

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

• ChatterEmailsMDSettings Metadata Type Guide

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

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• EmailTemplateSettings in SFDX & Metadata API

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

• EmployeeUserSettings Metadata in SFDX

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

• 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.

• 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.

• ExternalClientAppSettings in Salesforce Metadata API

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

• ExternalServicesSettings in Salesforce Metadata API

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

• FieldServiceSettings in Salesforce Metadata API

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

• 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.

• FlowSettings Metadata Type in SFDX

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

• ForecastingSettings Metadata Type in SFDX

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

• FundraisingConfig Metadata Type in SFDX

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

• 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.

• 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.

• IframeWhiteListUrlSettings in SFDX

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

• IncidentMgmtSettings Metadata Type in SFDX

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

• 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.

• InterestTaggingSettings Metadata in SFDX

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

• 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.

• InvocableActionSettings Metadata in SFDX

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

• 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.

• LightningExperienceSettings in SFDX

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

• LiveAgentSettings Metadata Type in SFDX

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

• LiveMessageSettings Metadata in SFDX

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

• 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.

• MapsAndLocationSettings in SFDX

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

• 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.

• MfgServiceConsoleSettings Metadata Type in SFDX

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

• MktPlanningOpsSettings Metadata Type in SFDX

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

• 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.

• MyDomainSettings Metadata Type Guide

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

• 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.

• NotificationsSettings Metadata Type Guide

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

• 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.

• ObjectLinkingSettings Metadata Type Guide

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

• OmniChannelSettings Metadata Type Guide

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

• 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.

• 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.

• 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.

• 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.

• PaymentsSettings Metadata Type in SFDX

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

• PicklistSettings Metadata Type in SFDX

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

• PlatformEncryptionSettings in SFDX

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

• PlatformEventSettings in SFDX

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

• PredictionBuilderSettings in SFDX

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

• 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.

• 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.

• 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.

• RecordPageSettings Metadata in SFDX

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

• RetailExecutionSettings Metadata in SFDX

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

• SalesAgreementSettings Metadata in SFDX

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

• 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.

• SchemaSettings Metadata in SFDX

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

• 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.

• ServiceCloudVoiceSettings in SFDX

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

• ServiceSetupAssistantSettings in SFDX

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

• SharingSettings Metadata Type in SFDX

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

• SiteSettings Metadata Type in SFDX

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

• 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.

• SurveySettings Metadata Type in SFDX

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

• Territory2Settings Metadata Type in SFDX

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

• 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.

• 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.

• 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.

• WorkDotComSettings Metadata Guide

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

• WorkforceEngagementSettings Guide

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