Salesforce World Tour
Amsterdam | April 14, 2016
1
Speakers
Samuel Moyson
Developer at ABSI
@SamuelMoyson
2
Custom Metadata Data Types
3
Statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize
or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the
forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any
projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies
or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology
developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for
our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of
growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed
and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand,
retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history
reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could
affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly
report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC
Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and
may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are
currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Forward-Looking Statement
4
Go Social!
@salesforcedevs #SalesforceTour #CustomMetadata
Salesforce Developers
Salesforce Developers
Salesforce Developers
5
Go to Developer User Groups!
Belgium: http://bit.ly/1Xqlu5p
The Netherlands: http://bit.ly/1Sbdzuo
Agenda
1. Intro
2.Standard Metadata Type vs Custom Metadata Type
3.Creation of Custom Metadata Type
4.Creation of Custom Metadata Records
5.Custom Metadata Types in Managed Packages
6.Not only point & click
7.Demo
8.Limits
9.Roadmap 7
Application configurations
Before
8
After
Custom Object
Custom Setting
Custom Metadata
Why
▪ Deploy metadata records, no need to create them
everywhere
▪ Visible for Apex Tests without SeeAllData = true
▪ Traceability (Audit Trail History)
▪ No install scripts for configuration data for managed
packages
▪ Source Control / Continuous integration
9
Deployment
10
Custom Metadata Type
Custom Metadata Records
Standard Metadata Type
Predefined attributes
11
Custom Metadata Type
Self Defined attributes
12
Create Custom Metadata Type
13
Create field
14
Managed
packages
Create Custom Metadata record with Salesforce interface
15
Custom Metadata Loader
▪ https://github.com/haripriyamurthy/CustomMetadataLoader --- Haripriya Murthy
16
Custom Metadata Loader
▪ CSV
▪ Import CSV
17
Custom Metadata Loader
18
Managed packages
19
Managed
packages
Managed Packages
20
Upgradable
Subscriber
Editable
Locked
Package developer can change field value via package
upgrade
Package Apex code change field value
Subscriber can change field value
An extension package can change field value
Extensions package’s Apex code can change field value
Not only point & click..
Demo
22
Start here
Install Managed Package
Limits
▪ 100 fields per Custom Metadata Type
▪ 100 Custom Metadata Types per Organization
▪ Unlimited SOQL query per transaction
▪ 50.000 records returned per transaction
▪ 200 Custom Metadata Types in one call
▪ 10MB Custom Metadata per organization
▪ 10MB Custom Metadata per certified managed package
23
Roadmap (Safe Harbor)
▪ Relationships (Beta - Summer ‘16, GA - Winter ‘17)
▪ Long text areas (Spring ‘17)
▪ Trailhead (may-june?)
▪ Triggers.. Ability to update Metadata from Apex (Apex
Metadata API)
24
25
Questions
Thank You
27

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Custom Metadata Data Types

  • 1. Salesforce World Tour Amsterdam | April 14, 2016 1
  • 2. Speakers Samuel Moyson Developer at ABSI @SamuelMoyson 2
  • 4. Statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements. Forward-Looking Statement 4
  • 5. Go Social! @salesforcedevs #SalesforceTour #CustomMetadata Salesforce Developers Salesforce Developers Salesforce Developers 5
  • 6. Go to Developer User Groups! Belgium: http://bit.ly/1Xqlu5p The Netherlands: http://bit.ly/1Sbdzuo
  • 7. Agenda 1. Intro 2.Standard Metadata Type vs Custom Metadata Type 3.Creation of Custom Metadata Type 4.Creation of Custom Metadata Records 5.Custom Metadata Types in Managed Packages 6.Not only point & click 7.Demo 8.Limits 9.Roadmap 7
  • 9. Why ▪ Deploy metadata records, no need to create them everywhere ▪ Visible for Apex Tests without SeeAllData = true ▪ Traceability (Audit Trail History) ▪ No install scripts for configuration data for managed packages ▪ Source Control / Continuous integration 9
  • 12. Custom Metadata Type Self Defined attributes 12
  • 15. Create Custom Metadata record with Salesforce interface 15
  • 16. Custom Metadata Loader ▪ https://github.com/haripriyamurthy/CustomMetadataLoader --- Haripriya Murthy 16
  • 17. Custom Metadata Loader ▪ CSV ▪ Import CSV 17
  • 20. Managed Packages 20 Upgradable Subscriber Editable Locked Package developer can change field value via package upgrade Package Apex code change field value Subscriber can change field value An extension package can change field value Extensions package’s Apex code can change field value
  • 21. Not only point & click..
  • 23. Limits ▪ 100 fields per Custom Metadata Type ▪ 100 Custom Metadata Types per Organization ▪ Unlimited SOQL query per transaction ▪ 50.000 records returned per transaction ▪ 200 Custom Metadata Types in one call ▪ 10MB Custom Metadata per organization ▪ 10MB Custom Metadata per certified managed package 23
  • 24. Roadmap (Safe Harbor) ▪ Relationships (Beta - Summer ‘16, GA - Winter ‘17) ▪ Long text areas (Spring ‘17) ▪ Trailhead (may-june?) ▪ Triggers.. Ability to update Metadata from Apex (Apex Metadata API) 24
  • 25. 25