Articles tagged “sfdx”

198 articles

• 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.

• ApexComponent Metadata Type in SFDX & Metadata API

  Build reusable Visualforce components with the ApexComponent metadata type. Learn .component-meta.xml structure, Visualforce email templates, and SOQL queries.

• ApexEmailNotifications Metadata Type for Error Alerts

  Configure unhandled Apex exception and Flow fault email recipients using the ApexEmailNotifications metadata type. Learn full-replacement rules and SOQL.

• ApexPage Metadata Type in SFDX & Metadata API

  Configure and deploy Visualforce pages using the ApexPage metadata type. Learn CSRF token settings, Lightning Experience compatibility, PDF rendering, and SOQL.

• 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.

• ApexTestSuite Metadata Type for CI/CD Test Execution

  Organize and execute targeted Apex unit test suites in SFDX CI/CD pipelines using the ApexTestSuite metadata type. Learn wildcard syntax and SOQL queries.

• 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.

• ApprovalProcess Metadata Type Reference

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

• 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.

• AssignmentRules Metadata Type Reference

  Configure and deploy AssignmentRules (.assignmentRules-meta.xml) metadata to automate Lead and Case routing to Queues or Users and trigger DML rules in Apex.

• 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.

• AuraDefinitionBundle Metadata Type in SFDX & Metadata

  Understand the AuraDefinitionBundle metadata type in Salesforce. Learn when Aura wrappers are still required for LWC, bundle file structures, and SOQL queries.

• AuthProvider Metadata Type Reference

  Configure and deploy AuthProvider (.authprovider-meta.xml) metadata for OpenID Connect SSO, PKCE, Apex or Flow Registration Handlers, and Named Credentials.

• AutomatedContactsSettings Metadata Guide

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

• AutoResponseRules Metadata Type Reference

  Configure and deploy AutoResponseRules (.autoResponseRules-meta.xml) metadata to send automated confirmation emails for Web-to-Lead and Email-to-Case.

• 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.

• BlacklistedConsumer Metadata Type in SFDX

  Configure and deploy BlacklistedConsumer metadata in SFDX to block unauthorized connected apps and OAuth consumers across enterprise orgs and pipelines.

• Bot Metadata Type in SFDX & Metadata API

  Design, version, and deploy Einstein Bots and conversational AI agents using the Bot metadata type in Salesforce DX, Metadata API, and CI/CD pipelines.

• BotBlock Metadata Type in SFDX & Metadata API

  Build and deploy modular, reusable Einstein Bot dialog groups and intent models across multiple bots using the BotBlock metadata type in Salesforce DX.

• BotSettings Metadata Type in SFDX & Metadata API

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

• BotTemplate Metadata Type in SFDX & Metadata API

  Package and deploy reusable Einstein Bot starter templates using the BotTemplate metadata type in Salesforce DX, unlocked packages, and ISV distributions.

• BotVersion Metadata Type in SFDX & Metadata API

  Configure, version, and deploy Einstein Bot dialogs, variables, intents, and Flow invocations using the BotVersion metadata type in Salesforce DX.

• BranchManagementSettings Metadata Type in SFDX

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

• BrandingSet Metadata Type in SFDX & Experience Cloud

  Customize and deploy Experience Cloud theme colors, typography, and CSS design tokens using the BrandingSet metadata type in SFDX and Metadata API.

• BriefcaseDefinition Metadata Type in SFDX

  Configure and deploy Salesforce Briefcase Builder rules using BriefcaseDefinition metadata to prime offline mobile records for Field Service and LWC apps.

• BusinessHoursSettings Metadata Type in SFDX

  Configure and deploy organization BusinessHoursSettings and Holidays in Salesforce DX to govern SLA entitlement timers, Case escalations, and routing.

• BusinessProcess Metadata Type Reference

  Configure and deploy BusinessProcess (.businessProcess-meta.xml) metadata for Opportunity Sales Processes, Case Support Processes, and Lead Processes.

• BusinessProcessGroup Metadata Type in SFDX

  Configure and deploy BusinessProcessGroup metadata in SFDX to track multi-stage customer lifecycle surveys and Feedback Management analytics in Salesforce.

• CallCenter Metadata Type in SFDX & Open CTI

  Configure and deploy Open CTI softphones and Service Cloud Voice contact centers using the CallCenter metadata type in SFDX and Metadata API.

• CallCenterRoutingMap Metadata Type in SFDX

  Map Salesforce Omni-Channel queues, skills, and users to external Amazon Connect or partner telephony ARNs using CallCenterRoutingMap in SFDX.

• CallCoachingMediaProvider Metadata Type in SFDX

  Register and deploy external voice and video recording providers for Einstein Conversation Insights using CallCoachingMediaProvider in SFDX.

• CampaignInfluenceModel Metadata Type in SFDX

  Configure and deploy Customizable Campaign Influence attribution models in SFDX to track multi-touch marketing ROI across Salesforce Opportunities.

• CampaignSettings Metadata Type in SFDX & Metadata API

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

• CareBenefitVerifySettings Metadata Type in SFDX

  Configure and deploy Health Cloud CareBenefitVerifySettings in SFDX to automate patient insurance eligibility and electronic benefit verification callouts.

• CareLimitType Metadata Type in SFDX & Health Cloud

  Configure and deploy Health Cloud CareLimitType metadata in SFDX to define insurance benefit accumulators, copays, deductibles, and visit limits.

• CareProviderSearchConfig Metadata Type in SFDX

  Configure and deploy Health Cloud Provider Search field mappings using CareProviderSearchConfig in SFDX to index custom Healthcare Provider attributes.

• CareRequestConfiguration Metadata Type in SFDX

  Configure and deploy Health Cloud Utilization Management record types and prior authorization workflows using CareRequestConfiguration in SFDX.

• Certificate Metadata Type for SAML, JWT & Mutual TLS

  Manage self-signed and CA-signed X.509 certificates using the Certificate metadata type in SFDX. Learn .crt CSR workflows, keySize, and Tooling API queries.

• 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.

• CompactLayout Metadata Type Reference

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

• 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.

• 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.

• ContentAsset Metadata Type for Lightning Asset Files

  Package and deploy Salesforce Files as org setup assets (App logos, Experience Cloud branding, and Rich Text images) using the ContentAsset metadata type.

• 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.

• CorsWhitelistOrigin Metadata Type Reference

  Configure and deploy CorsWhitelistOrigin (.corswhitelistorigin-meta.xml) metadata to allow cross-origin browser requests to Salesforce REST and OAuth APIs.

• CspTrustedSite Metadata Type Reference

  Configure and deploy CspTrustedSite (.cspTrustedSite-meta.xml) metadata for Trusted URLs, Content Security Policy (CSP) directives, and LWC fetch calls.

• 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.

• CustomApplication Metadata Type Reference

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

• 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.

• 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.

• CustomNotificationType Metadata Type Reference

  Configure and deploy CustomNotificationType (.notiftype-meta.xml) metadata to send real-time desktop bell and mobile push notifications from Flows and Apex.

• CustomObjectTranslation Metadata Type in SFDX

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

• CustomPermission Metadata Type Reference

  Configure and deploy CustomPermission (.customPermission-meta.xml) metadata to build decoupled feature flags, validation bypasses, and LWC access checks.

• CustomSite Metadata Type Reference

  Configure and deploy CustomSite (.site-meta.xml) metadata for Salesforce Sites and Experience Cloud domains, clickjack protection, and error pages.

• CustomTab Metadata Type Reference

  Configure and deploy CustomTab (.tab-meta.xml) metadata for Custom Objects, Lightning Web Components (lwcComponent), FlexiPages, and App Launcher navigation.

• Dashboard Metadata Type Reference

  Configure and deploy Dashboard (.dashboard-meta.xml) metadata for 12-column Lightning grid layouts, dynamic running users, dashboardFilters, and SOQL.

• DataCategoryGroup Metadata Type for Salesforce Knowledge

  Configure hierarchical Data Category Groups for Salesforce Knowledge and Questions using DataCategoryGroup metadata. Learn SOQL WITH DATA CATEGORY.

• DataWeaveResource Metadata Type for DataWeave in Apex

  Deploy DataWeave 2.0 transformation scripts (.dwl) using the DataWeaveResource metadata type. Convert CSV, JSON, and XML directly to SObjects in Apex.

• 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.

• DigitalExperienceBundle Metadata Type Reference

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

• 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.

• DuplicateRule Metadata Type Reference

  Configure and deploy DuplicateRule (.duplicateRule-meta.xml) metadata to block or alert on duplicate records, map cross-object fields, and enforce sharing.

• EmailTemplate Metadata Type Reference

  Configure and deploy EmailTemplate (.email and .email-meta.xml) metadata for Classic, HTML, Visualforce, and Lightning email templates and folder manifests.

• EntitlementProcess Metadata Type for Service Cloud SLAs

  Configure and deploy Service Cloud SLA timelines, milestones, and time triggers with the EntitlementProcess metadata type. Learn versioning and SlaProcess SOQL.

• EscalationRules Metadata Type Reference

  Configure and deploy EscalationRules (.escalationRules-meta.xml) metadata to automate time-based Case escalations, business hours, and Queue reassignments.

• EventRelayConfig Metadata Type for Amazon EventBridge

  Stream Salesforce Platform Events and Change Data Capture (CDC) events to AWS EventBridge using the EventRelayConfig metadata type and Named Credentials.

• ExperienceBundle Metadata Type Reference

  Configure and deploy ExperienceBundle (.experience-meta.xml and JSON resources) metadata for Aura and LWR Experience Cloud sites, routes, views, and themes.

• ExternalClientApplication Metadata Type Reference

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

• ExternalDataSource Metadata Type for Salesforce Connect

  Configure Salesforce Connect OData 2.0/4.0, Cross-Org, Custom Apex Adapter, Amazon DynamoDB, and Athena connections using the ExternalDataSource metadata type.

• ExternalServiceRegistration Metadata Type for OpenAPI

  Register OpenAPI 2.0 and 3.0 REST specifications using the ExternalServiceRegistration metadata type to generate Flow actions and strongly typed Apex classes.

• FieldRestrictionRule Metadata Type for PII Field Visibility

  Configure FieldRestrictionRule metadata to dynamically hide PII and Employee fields using Enhanced Personal Information Management and Field Sets in SFDX.

• FieldSet Metadata Type Reference

  Configure and deploy FieldSet (.fieldSet-meta.xml) metadata to build admin-configurable LWC forms, datatables, and dynamic SOQL queries in Apex.

• FlowTest Metadata Type for Declarative Flow Testing

  Write and deploy automated assertions for Record-Triggered and Autolaunched Flows using the FlowTest metadata type in SFDX. Learn testPoints and conditions.

• GenAiFunction Metadata Type Reference

  Configure and deploy GenAiFunction (.genAiFunction-meta.xml) metadata and JSON schemas to expose Flow, Apex, and Prompt Builder actions to Agentforce.

• GenAiPlannerBundle Metadata Type Reference

  Configure and deploy GenAiPlannerBundle (.genAiPlannerBundle) metadata to orchestrate Agentforce reasoning strategies, topics, actions, and surfaces.

• GenAiPlugin Metadata Type Reference

  Configure and deploy GenAiPlugin (.genAiPlugin-meta.xml) metadata to define Agentforce Agent Topics, classification descriptions, scope, and actions.

• GenAiPromptTemplate Metadata Type Reference

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

• 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.

• GlobalValueSet Metadata Type Reference

  Configure and deploy GlobalValueSet (.globalValueSet-meta.xml) metadata to manage reusable, restricted picklist values across multiple Salesforce objects.

• GlobalValueSetTranslation Metadata Type in SFDX

  Localize shared global picklist values across languages using the GlobalValueSetTranslation metadata type. Learn file naming, XML syntax, and CI/CD tips.

• GoogleAppsSettings Metadata Type in SFDX

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

• Group Metadata Type Reference

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

• 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.

• HomePageLayout Metadata Type in SFDX & Metadata API

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

• 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.

• LightningMessageChannel Metadata Type Reference

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

• LightningTypeBundle Metadata Type for Agentforce UI

  Create custom LightningTypeBundle components (API v64.0+) to customize Agentforce action inputs and outputs with JSON Schema and custom LWC renderers.

• ListView Metadata Type Reference

  Configure and deploy ListView (.listView-meta.xml) metadata to define columns, filter scopes, boolean filter logic, and role or group visibility.

• MatchingRule Metadata Type Reference

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

• 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.

• MilestoneType Metadata Type for Service Cloud SLAs

  Define First Response, Workaround, and Resolution SLA milestones with the MilestoneType metadata type. Learn recurrence types and CaseMilestone SOQL queries.

• 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.

• MobileSecurityAssignment in Enhanced Mobile Security

  Configure MobileSecurityAssignment metadata in Salesforce to map Enhanced Mobile Security policies to targeted profiles, users, and mobile connected apps.

• 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.

• ModerationRule Metadata in Experience Cloud

  Configure ModerationRule metadata in Experience Cloud to automate content moderation, rate limiting, and member security governance across community portals.

• MutingPermissionSet Metadata Type in SFDX & Metadata API

  Use MutingPermissionSet inside PermissionSetGroups to selectively disable Delete, Modify All, and field permissions while keeping reusable building blocks.

• NavigationMenu Metadata Type for Experience Cloud

  Configure Experience Builder navigation menus with the NavigationMenu metadata type. Learn menu item types, submenus, target URLs, and SOQL queries.

• Network Metadata Type for Experience Cloud Sites

  Configure Experience Cloud site administration, member profiles, permission sets, self-registration, and security settings using the Network metadata type.

• PathAssistant Metadata Type Reference

  Configure and deploy PathAssistant (.pathAssistant-meta.xml) metadata to customize Lightning Path stages, key fields, and Guidance for Success per RecordType.

• PlatformCachePartition Metadata Type in SFDX & Metadata

  Configure Org Cache and Session Cache partitions with the PlatformCachePartition metadata type. Learn capacity allocation, CacheBuilder, and SOQL queries.

• PlatformEventChannel Metadata Type Reference

  Configure and deploy PlatformEventChannel (.platformEventChannel-meta.xml) metadata for custom Change Data Capture and Platform Event Pub/Sub channels.

• PlatformEventChannelMember Metadata Type Reference

  Configure and deploy PlatformEventChannelMember (.platformEventChannelMember-meta.xml) metadata for CDC object selection, enrichedFields, and stream filters.

• PlatformEventSubscriberConfig Metadata Type in SFDX

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

• PresenceUserConfig Metadata Type for Omni-Channel

  Configure Omni-Channel agent capacity, interruptible capacity, auto-accept, decline reasons, and push timeout statuses with PresenceUserConfig in SFDX.

• Queue Metadata Type Reference

  Configure and deploy Queue (.queue-meta.xml) metadata to manage supported SObjects, queue members, Omni-Channel routing configs, and Queue SOQL queries.

• QuickAction Metadata Type Reference

  Configure and deploy QuickAction (.quickAction-meta.xml) metadata for LWC screen actions, headless actions, Flow modals, and predefined field values.

• RemoteSiteSetting Metadata Type Reference

  Configure and deploy RemoteSiteSetting (.remoteSite-meta.xml) metadata to allowlist external HTTP callout endpoints and understand NamedCredential trade-offs.

• Report Metadata Type Reference

  Configure, retrieve, and deploy Report (.report-meta.xml) metadata for Tabular, Summary, Matrix, and Joined reports, folders, crossFilters, and SOQL.

• ReportType Metadata Type Reference

  Configure and deploy ReportType (.reportType-meta.xml) metadata for custom report types, up to 4 object joins (inner and outerJoin), and lookup fields.

• RestrictionRule Metadata Type (Restriction & Scoping Rules)

  Configure Restriction Rules and Scoping Rules using the RestrictionRule metadata type. Learn recordFilter syntax, enforcementType, and Tooling API queries.

• Role Metadata Type Reference

  Configure and deploy Role (.role-meta.xml) metadata to manage the Salesforce Role Hierarchy, parentRole inheritance, and implicit Account child access.

• SamlSsoConfig Metadata Type for Single Sign-On (SSO)

  Configure SAML 2.0 Single Sign-On with Okta, Microsoft Entra ID, and PingFederate using the SamlSsoConfig metadata type. Learn JIT provisioning and SOQL.

• ServiceChannel Metadata Type for Omni-Channel Routing

  Configure Omni-Channel work item channels with the ServiceChannel metadata type. Learn status-based vs tab-based capacity, ACW timers, and SOQL queries.

• SharingReason Metadata Type for Apex Managed Sharing

  Create and deploy Apex Sharing Reasons on custom and standard objects (API v68.0+) using the SharingReason metadata type. Learn RowCause and __Share SOQL.

• SharingSet Metadata Type for Experience Cloud Portals

  Configure Customer Community record sharing with the SharingSet metadata type. Learn accessMappings, userField to objectField matching, and deployment tips.

• Skill Metadata Type for Omni-Channel & Field Service

  Define agent and technician capabilities using the Skill metadata type. Learn skills-based routing, skillType grouping, and SOQL queries for SkillRequirement.

• StandardValueSet Metadata Type Reference

  Retrieve and deploy StandardValueSet (.standardValueSet-meta.xml) metadata to customize standard picklist values such as OpportunityStage and CaseStatus.

• StandardValueSetTranslation Metadata Type in SFDX

  Translate customized standard picklist fields like CaseStatus, LeadSource, and OpportunityStage using the StandardValueSetTranslation metadata type in SFDX.

• TopicsForObjects Metadata Type in SFDX & Metadata API

  Enable and deploy Chatter Topics on standard and custom objects using the TopicsForObjects metadata type. Learn Topic and TopicAssignment SOQL queries.

• TransactionSecurityPolicy Metadata Type for Shield Security

  Configure Real-Time Event Monitoring TransactionSecurityPolicy metadata for ReportEvent, ApiEvent, ListViewEvent, and LoginEvent with Apex or Condition Builder.

• Translations Metadata Type in SFDX & Metadata API

  Localize Custom Labels, Flows, Custom Applications, Custom Tabs, and Prompt Templates across languages using the Translations metadata type in SFDX.

• UserAccessPolicy Metadata Type for Automated Provisioning

  Automate Permission Set, Permission Set Group, Queue, Group, and Package License assignments using the UserAccessPolicy metadata type in Salesforce.

• WaveDashboard Metadata Type Guide

  Master the WaveDashboard metadata type to deploy CRM Analytics dashboards, manage JSON layouts, and automate cross-environment business intelligence pipelines.

• WaveDataflow Metadata Type Guide

  Configure and deploy CRM Analytics ETL data pipelines using the WaveDataflow metadata type, managing transformation nodes, extracts, and target datasets.

• WaveDataset Metadata Type Guide

  Understand the WaveDataset metadata type to manage CRM Analytics dataset containers, folder assignments, and deployment dependencies across environments.

• WaveLens Metadata Type Guide

  Learn how to deploy and manage CRM Analytics lenses using the WaveLens metadata type, preserving SAQL queries, chart layouts, and exploratory analytics.

• WaveRecipe Metadata Type Guide

  Master the WaveRecipe metadata type to deploy CRM Analytics Data Prep recipes, manage transformation pipelines, and automate enterprise data transformations.

• WaveTemplateBundle Metadata Guide

  Package, deploy, and distribute CRM Analytics templated apps using the WaveTemplateBundle metadata type, managing multi-file wizards, rules, and JSON assets.

• WaveXmd Metadata Type Guide

  Customize CRM Analytics dataset presentation using WaveXmd metadata, configuring dimension labels, color palettes, measure formats, and field visibility.

• WebLink Metadata Type for Custom Buttons and Links

  Configure custom Detail Page buttons, List View mass action buttons, and URL links using the WebLink metadata type. Learn URL parameters and SOQL queries.

• WebStoreBundle Metadata Type Guide

  Deploy and manage Commerce Cloud storefront bundles with the WebStoreBundle metadata type, streamlining storefront asset packaging and deployment pipelines.

• WebStoreTemplate Metadata Type Guide

  Configure Commerce Cloud storefront templates using the WebStoreTemplate metadata type to enable automated store provisioning and governance across orgs.

• WorkDotComSettings Metadata Guide

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

• Workflow Metadata Type (Alerts, Field Updates & Outbound)

  Understand why the Workflow metadata type (WorkflowAlert, WorkflowFieldUpdate, WorkflowOutboundMessage) remains vital for Approvals, Entitlements, and Flows.

• WorkforceEngagementSettings Guide

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

• WorkSkillRouting Metadata Type Guide

  Master the WorkSkillRouting metadata type to configure Omni-Channel skills-based routing rules, mapping field values to agent skills and proficiency levels.