Beyond Custom Metadata Types
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The document discusses Salesforce's vision for a 'platform on the platform' using custom metadata types and dynamic triggers to enhance user customization capabilities. It outlines the importance of forward-looking statements and associated risks in product development and service delivery. Additionally, it presents guidelines for creating metadata relationships and leveraging them to integrate and enhance Salesforce applications.
![Runtime Example 1
Opportunities
End-user inserts some opportunities
RollupOverLookup__mdt records with
SummarizedObject__c = Opportunity found!
RecalcRollupTrigger executes before insert
• Trigger.sObjectType = Opportunity.sObjectType
• Trigger.customMetadata = [found records of RollupOverLookup__mdt]](https://image.slidesharecdn.com/fov4dqtssalimrvzba0b-signature-7873c75031ac31677418d06ca1135ba58cf1db5a062456d83a04778887726afe-poli-151012220106-lva1-app6891/85/Beyond-Custom-Metadata-Types-26-320.jpg)
![Pseudocode Example
dynamic trigger ReclalcRollupTrigger over RollupOverLookup__mdt.SummarizedObject__c
(BEFORE INSERT, BEFORE DELETE, BEFORE UPDATE) {
Schema.SObjectType thisObject = Trigger.sObjectType;
RollupOverLookup__mdt[] summariesOfThisObject = Trigger.customMetadata;
for (RollupOverLookup__mdt summary : summariesOfThisObject) {
RollupFilter__mdt[] filters = [SELECT FilterField__r.QualifiedApiName, Operation__c,
Value__c FROM RollupFilter__mdt WHERE Summary__c = summary.Id];
if (Trigger.isInsert) {
SObject[] matchingChildren = Trigger.new;
for (RollupFilter__mdt oneFilter : filters) {
matchingChildren = FilterUtil.filter(matchingChildren, oneFilter);
}
SObject[] parents = RollupUtil.getParents(
matchingChildren, summary.ParentObject__r.QualifiedApiName,
summary.LookupField__r.QualifiedApiName);
RollupUtil.adjustParents(
parents, summary.ParentField__r.QualifiedApiName, summary.RollupOperation__c,
matchingChildren, summary.FieldToSummarize__r.QualifiedApiName);
update parents;
}
…
}
}](https://image.slidesharecdn.com/fov4dqtssalimrvzba0b-signature-7873c75031ac31677418d06ca1135ba58cf1db5a062456d83a04778887726afe-poli-151012220106-lva1-app6891/85/Beyond-Custom-Metadata-Types-28-320.jpg)
![Pseudocode Example
dynamic trigger ReclalcRollupTrigger over RollupOverLookup__mdt.SummarizedObject__c
(BEFORE INSERT, BEFORE DELETE, BEFORE UPDATE) {
Schema.SObjectType thisObject = Trigger.sObjectType;
RollupOverLookup__mdt[] summariesOfThisObject = Trigger.customMetadata;
for (RollupOverLookup__mdt summary : summariesOfThisObject) {
RollupFilter__mdt[] filters = [SELECT FilterField__r.QualifiedApiName, Operation__c,
Value__c FROM RollupFilter__mdt WHERE Summary__c = summary.Id];
if (Trigger.isInsert) {
SObject[] matchingChildren = Trigger.new;
for (RollupFilter__mdt oneFilter : filters) {
matchingChildren = FilterUtil.filter(matchingChildren, oneFilter);
}
SObject[] parents = RollupUtil.getParents(
matchingChildren, summary.ParentObject__r.QualifiedApiName,
summary.LookupField__r.QualifiedApiName);
RollupUtil.adjustParents(
parents, summary.ParentField__r.QualifiedApiName, summary.RollupOperation__c,
matchingChildren, summary.FieldToSummarize__r.QualifiedApiName);
update parents;
}
…
}
}](https://image.slidesharecdn.com/fov4dqtssalimrvzba0b-signature-7873c75031ac31677418d06ca1135ba58cf1db5a062456d83a04778887726afe-poli-151012220106-lva1-app6891/85/Beyond-Custom-Metadata-Types-29-320.jpg)
![Pseudocode Example
dynamic trigger ReclalcRollupTrigger over RollupOverLookup__mdt.SummarizedObject__c
(BEFORE INSERT, BEFORE DELETE, BEFORE UPDATE) {
Schema.SObjectType thisObject = Trigger.sObjectType;
RollupOverLookup__mdt[] summariesOfThisObject = Trigger.customMetadata;
for (RollupOverLookup__mdt summary : summariesOfThisObject) {
RollupFilter__mdt[] filters = [SELECT FilterField__r.QualifiedApiName, Operation__c,
Value__c FROM RollupFilter__mdt WHERE Summary__c = summary.Id];
if (Trigger.isInsert) {
SObject[] matchingChildren = Trigger.new;
for (RollupFilter__mdt oneFilter : filters) {
matchingChildren = FilterUtil.filter(matchingChildren, oneFilter);
}
SObject[] parents = RollupUtil.getParents(
matchingChildren, summary.ParentObject__r.QualifiedApiName,
summary.LookupField__r.QualifiedApiName);
RollupUtil.adjustParents(
parents, summary.ParentField__r.QualifiedApiName, summary.RollupOperation__c,
matchingChildren, summary.FieldToSummarize__r.QualifiedApiName);
update parents;
}
…
}](https://image.slidesharecdn.com/fov4dqtssalimrvzba0b-signature-7873c75031ac31677418d06ca1135ba58cf1db5a062456d83a04778887726afe-poli-151012220106-lva1-app6891/85/Beyond-Custom-Metadata-Types-30-320.jpg)
![Pseudocode Example
dynamic trigger ReclalcRollupTrigger over RollupOverLookup__mdt.SummarizedObject__c
(BEFORE INSERT, BEFORE DELETE, BEFORE UPDATE) {
Schema.SObjectType thisObject = Trigger.sObjectType;
RollupOverLookup__mdt[] summariesOfThisObject = Trigger.customMetadata;
for (RollupOverLookup__mdt summary : summariesOfThisObject) {
RollupFilter__mdt[] filters = [SELECT FilterField__r.QualifiedApiName, Operation__c,
Value__c FROM RollupFilter__mdt WHERE Summary__c = summary.Id];
if (Trigger.isInsert) {
SObject[] matchingChildren = Trigger.new;
for (RollupFilter__mdt oneFilter : filters) {
matchingChildren = FilterUtil.filter(matchingChildren, oneFilter);
}
SObject[] parents = RollupUtil.getParents(
matchingChildren, summary.ParentObject__r.QualifiedApiName,
summary.LookupField__r.QualifiedApiName);
RollupUtil.adjustParents(
parents, summary.ParentField__r.QualifiedApiName, summary.RollupOperation__c,
matchingChildren, summary.FieldToSummarize__r.QualifiedApiName);
update parents;
}
…
}
}](https://image.slidesharecdn.com/fov4dqtssalimrvzba0b-signature-7873c75031ac31677418d06ca1135ba58cf1db5a062456d83a04778887726afe-poli-151012220106-lva1-app6891/85/Beyond-Custom-Metadata-Types-31-320.jpg)
![Pseudocode Example
dynamic trigger ReclalcRollupTrigger over RollupOverLookup__mdt.SummarizedObject__c
(BEFORE INSERT, BEFORE DELETE, BEFORE UPDATE) {
Schema.SObjectType thisObject = Trigger.sObjectType;
RollupOverLookup__mdt[] summariesOfThisObject = Trigger.customMetadata;
for (RollupOverLookup__mdt summary : summariesOfThisObject) {
RollupFilter__mdt[] filters = [SELECT FilterField__r.QualifiedApiName, Operation__c,
Value__c FROM RollupFilter__mdt WHERE Summary__c = summary.Id];
if (Trigger.isInsert) {
SObject[] matchingChildren = Trigger.new;
for (RollupFilter__mdt oneFilter : filters) {
matchingChildren = FilterUtil.filter(matchingChildren, oneFilter);
}
SObject[] parents = RollupUtil.getParents(
matchingChildren, summary.ParentObject__r.QualifiedApiName,
summary.LookupField__r.QualifiedApiName);
RollupUtil.adjustParents(
parents, summary.ParentField__r.QualifiedApiName, summary.RollupOperation__c,
matchingChildren, summary.FieldToSummarize__r.QualifiedApiName);
update parents;
}
…
}
}](https://image.slidesharecdn.com/fov4dqtssalimrvzba0b-signature-7873c75031ac31677418d06ca1135ba58cf1db5a062456d83a04778887726afe-poli-151012220106-lva1-app6891/85/Beyond-Custom-Metadata-Types-32-320.jpg)
Beyond Custom Metadata Types
- 1. Beyond Custom Metadata Types Avrom Roy-Faderman Principal Member of Techincal Staff Salesforce App Cloud aroyfaderman@salesforce.com @aroyfaderman The Vision for “Platform on the Platform” in Force.com Haripriya Murthy Senior Member of Techincal Staff Salesforce App Cloud hmurthy@salesforce.com @haripriyamurthy
- 2. Safe harbor 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. Safe Harbor
- 3. CRM Apps ISV Apps IT Apps The “Standard” Force.com Platform App Cloud Customer The Salesforce Advantage
- 4. IT Apps The “Platform on the Platform” Vision App Cloud CRM Apps ISV Apps IT Apps Customer IT AppsISV Apps ISV Platform IT Platform The <Your Company Name> Advantage
- 5. RemoteSiteSetting ValidationRule CustomObjectTranslation PermissionSet <Many more examples> Standard Metadata Types Custom Metadata Types The Story So Far… ApiMapping StockPointRule InternationalVatRule AclRule <Whatever you want>
- 6. Instances are: • Packageable/Upgradeable • Deployable (change set/MD API) • Free to access (via Describe) • Salesforce writes the code that “makes them go” Standard Metadata Types Custom Metadata Types The Story So Far… Instances are: • Packageable/Upgradeable • Deployable (change set/MD API) • Free to access (via SOQL) • You write the code that “makes them go”
- 7. The Vision for the Future Demo: Coming… Now • For everyone: Create Custom Metadata Types and Records in the Setup UI • For ISVs: Control Field Editability and Record Visibility Metadata Relationships Dynamic Triggers • With pseudocode walkthrough Apex DDL • With pseudocode walkthrough Custom Datatypes Summary/Roadmap/Q&A And the Agenda for Today
- 8. Haripriya Murthy Senior Member of the Technical Staff, Salesforce App Cloud
- 9. Demo Coming… now (Winter 2016)
- 10. Metadata Relationships Integrate your types into a unified declarative platform
- 11. RollupOverLookup__mdt ParentObject__c: MD Rel ParentField__c: MD Rel SummarizedObject__c: MD Rel LookupField__c: MD Rel FieldToSummarize__c: MD Rel RollupOperation__c: Picklist Active__c: Checkbox Description__c: LTA Metadata relationships to SObjects Triggerable SObject Types
- 12. RollupOverLookup__mdt ParentObject__c: MD Rel ParentField__c: MD Rel SummarizedObject__c: MD RelLookupField__c: MD Rel LookupField__c: MD Rel FieldToSummarize__c: MD Rel RollupOperation__c: Picklist Active__c: Checkbox Description__c: LTA Metadata relationships to SObjects Triggerable SObject Types ParentObject__c ParentField__c SummarizedObject__c FieldToSummarize__c RollupOperation__c Contact TotalOppValue__c Opportunity Amount SUM JobListing__c TotalAppliedCandidates__c Candidate__c COUNT
- 13. Metadata relationships to other types RollupFilter__mdt FilterField__c: MD Rel FilterOperation__c: Picklist Value__c: String Summary__c: MD Rel RollupOverLookup__mdt ParentObject__c: MD Rel ParentField__c: MD Rel SummarizedObject__c: MD RelLookupField__c: MD Rel LookupField__c: MD Rel FieldToSummarize__c: MD Rel RollupOperation__c: Picklist Active__c: Checkbox Description__c: LTA
- 14. Metadata relationships to other types FilterField__c FilterOperation__c Value__c Summary__c Stage NOT EQUALS Closed Lost TotalAmountByContact__md IsEmployee__c EQUALS False TotalApplicants__md RollupFilter__mdt FilterField__c: MD Rel FilterOperation__c: Picklist Value__c: String Summary__c: MD Rel RollupOverLookup__mdt ParentObject__c: MD Rel ParentField__c: MD Rel SummarizedObject__c: MD Rel LookupField__c: MD Rel FieldToSummarize__c: MD Rel RollupOperation__c: Picklist Active__c: Checkbox Description__c: LTA
- 15. RollupOverLookup__mdt ParentObject__c: MD Rel ParentField__c: MD Rel SummarizedObject__c: MD Rel LookupField__c: MD Rel FieldToSummarize__c: MD Rel RollupOperation__c: Picklist Active__c: Checkbox Description__c: LTA Metadata relationships to Fields Fields
- 16. Metadata relationships to other entities Apex Classes Custom metadata type Permsets Static resources
- 17. Creating a metadata relationship field
- 18. Metadata relationship in SOQL Access the fields as is select ParentObject__c, ParentField__c from RollupOverLookup__mdt where developerName = ‘OppExpectedRevenue’;
- 19. Metadata relationship in SOQL Access the fields as is select ParentObject__c, ParentField__c from RollupOverLookup__mdt where developerName = ‘OppExpectedRevenue’; Traverse relationship from child select ParentObject__r.Name from RollupOverLookup__mdt where developerName = ‘OppExpectedRevenue’;
- 20. Metadata relationship in SOQL Access the fields as is select ParentObject__c, ParentField__c from RollupOverLookup__mdt where developerName = ‘OppExpectedRevenue’; Traverse relationship from child select ParentObject__r.Name from RollupOverLookup__mdt where developerName = ‘OppExpectedRevenue’; Filter using relationship select ParentField__c from RollupOverLookup__mdt where developerName = ‘OppExpectedRevenue’ and ParentObject__r.Name = ‘Opportunity’;
- 21. Dynamic Triggers Customize the record save process
- 22. CustomField is of type Number? • Non-numeric data rejected CustomField is of type RollupSummary? • On save of children, parents are updated WorkflowRule exists on object? • Should fire when the object saves and filter is matched Standard Metadata Types Custom Metadata Types Metadata Should Affect the Save Process InternationalVatRule applies? • VAT should get added on save “Rollup over Lookup” exists? • On save of children, parents are updated Object-Object mapping exists? • When first object is inserted, transformed second object should be inserted too
- 23. Step 1: Create a Custom Metadata Type With a Relationship to Triggerable SObject Types Triggerable SObject Types RollupFilter__mdt FilterField__c: MD Rel FilterOperation__c: Picklist Value__c: String Summary__c: MD Rel RollupOverLookup__mdt ParentObject__c: MD Rel ParentField__c: MD Rel SummarizedObject__c: MD Rel LookupField__c: MD Rel FieldToSummarize__c: MD Rel RollupOperation__c: Picklist Active__c: Checkbox Description__c: LTA
- 24. Step 2: Write a Dynamic Apex Trigger over the Relationship dynamic trigger RecalcRollupTrigger over RollupOverLookup__mdt.SummarizedObject__c (BEFORE INSERT, BEFORE UPDATE, BEFORE DELETE) { /* … */ }
- 25. You or an Admin Can Do This Step 3: Populate the Custom Metadata Type ParentObject__c ParentField__c SummarizedObject__c FieldToSummarize__c RollupOperation__c Contact TotalOppValue__c Opportunity Amount SUM JobListing__c TotalAppliedCandidates__c Candidate__c COUNT FilterField__c FilterOperation__c Value__c Summary__c Stage NOT EQUALS Closed Lost TotalAmountByContact__md IsEmployee__c EQUALS False TotalApplicants__md
- 26. Runtime Example 1 Opportunities End-user inserts some opportunities RollupOverLookup__mdt records with SummarizedObject__c = Opportunity found! RecalcRollupTrigger executes before insert • Trigger.sObjectType = Opportunity.sObjectType • Trigger.customMetadata = [found records of RollupOverLookup__mdt]
- 27. Runtime Example 2 End-user inserts some contacts No RollupOverLookup__mdt records with SummarizedObject__c = Contact found! RecalcRollupTrigger does not execute Contacts
- 28. Pseudocode Example dynamic trigger ReclalcRollupTrigger over RollupOverLookup__mdt.SummarizedObject__c (BEFORE INSERT, BEFORE DELETE, BEFORE UPDATE) { Schema.SObjectType thisObject = Trigger.sObjectType; RollupOverLookup__mdt[] summariesOfThisObject = Trigger.customMetadata; for (RollupOverLookup__mdt summary : summariesOfThisObject) { RollupFilter__mdt[] filters = [SELECT FilterField__r.QualifiedApiName, Operation__c, Value__c FROM RollupFilter__mdt WHERE Summary__c = summary.Id]; if (Trigger.isInsert) { SObject[] matchingChildren = Trigger.new; for (RollupFilter__mdt oneFilter : filters) { matchingChildren = FilterUtil.filter(matchingChildren, oneFilter); } SObject[] parents = RollupUtil.getParents( matchingChildren, summary.ParentObject__r.QualifiedApiName, summary.LookupField__r.QualifiedApiName); RollupUtil.adjustParents( parents, summary.ParentField__r.QualifiedApiName, summary.RollupOperation__c, matchingChildren, summary.FieldToSummarize__r.QualifiedApiName); update parents; } … } }
- 29. Pseudocode Example dynamic trigger ReclalcRollupTrigger over RollupOverLookup__mdt.SummarizedObject__c (BEFORE INSERT, BEFORE DELETE, BEFORE UPDATE) { Schema.SObjectType thisObject = Trigger.sObjectType; RollupOverLookup__mdt[] summariesOfThisObject = Trigger.customMetadata; for (RollupOverLookup__mdt summary : summariesOfThisObject) { RollupFilter__mdt[] filters = [SELECT FilterField__r.QualifiedApiName, Operation__c, Value__c FROM RollupFilter__mdt WHERE Summary__c = summary.Id]; if (Trigger.isInsert) { SObject[] matchingChildren = Trigger.new; for (RollupFilter__mdt oneFilter : filters) { matchingChildren = FilterUtil.filter(matchingChildren, oneFilter); } SObject[] parents = RollupUtil.getParents( matchingChildren, summary.ParentObject__r.QualifiedApiName, summary.LookupField__r.QualifiedApiName); RollupUtil.adjustParents( parents, summary.ParentField__r.QualifiedApiName, summary.RollupOperation__c, matchingChildren, summary.FieldToSummarize__r.QualifiedApiName); update parents; } … } }
- 30. Pseudocode Example dynamic trigger ReclalcRollupTrigger over RollupOverLookup__mdt.SummarizedObject__c (BEFORE INSERT, BEFORE DELETE, BEFORE UPDATE) { Schema.SObjectType thisObject = Trigger.sObjectType; RollupOverLookup__mdt[] summariesOfThisObject = Trigger.customMetadata; for (RollupOverLookup__mdt summary : summariesOfThisObject) { RollupFilter__mdt[] filters = [SELECT FilterField__r.QualifiedApiName, Operation__c, Value__c FROM RollupFilter__mdt WHERE Summary__c = summary.Id]; if (Trigger.isInsert) { SObject[] matchingChildren = Trigger.new; for (RollupFilter__mdt oneFilter : filters) { matchingChildren = FilterUtil.filter(matchingChildren, oneFilter); } SObject[] parents = RollupUtil.getParents( matchingChildren, summary.ParentObject__r.QualifiedApiName, summary.LookupField__r.QualifiedApiName); RollupUtil.adjustParents( parents, summary.ParentField__r.QualifiedApiName, summary.RollupOperation__c, matchingChildren, summary.FieldToSummarize__r.QualifiedApiName); update parents; } … }
- 31. Pseudocode Example dynamic trigger ReclalcRollupTrigger over RollupOverLookup__mdt.SummarizedObject__c (BEFORE INSERT, BEFORE DELETE, BEFORE UPDATE) { Schema.SObjectType thisObject = Trigger.sObjectType; RollupOverLookup__mdt[] summariesOfThisObject = Trigger.customMetadata; for (RollupOverLookup__mdt summary : summariesOfThisObject) { RollupFilter__mdt[] filters = [SELECT FilterField__r.QualifiedApiName, Operation__c, Value__c FROM RollupFilter__mdt WHERE Summary__c = summary.Id]; if (Trigger.isInsert) { SObject[] matchingChildren = Trigger.new; for (RollupFilter__mdt oneFilter : filters) { matchingChildren = FilterUtil.filter(matchingChildren, oneFilter); } SObject[] parents = RollupUtil.getParents( matchingChildren, summary.ParentObject__r.QualifiedApiName, summary.LookupField__r.QualifiedApiName); RollupUtil.adjustParents( parents, summary.ParentField__r.QualifiedApiName, summary.RollupOperation__c, matchingChildren, summary.FieldToSummarize__r.QualifiedApiName); update parents; } … } }
- 32. Pseudocode Example dynamic trigger ReclalcRollupTrigger over RollupOverLookup__mdt.SummarizedObject__c (BEFORE INSERT, BEFORE DELETE, BEFORE UPDATE) { Schema.SObjectType thisObject = Trigger.sObjectType; RollupOverLookup__mdt[] summariesOfThisObject = Trigger.customMetadata; for (RollupOverLookup__mdt summary : summariesOfThisObject) { RollupFilter__mdt[] filters = [SELECT FilterField__r.QualifiedApiName, Operation__c, Value__c FROM RollupFilter__mdt WHERE Summary__c = summary.Id]; if (Trigger.isInsert) { SObject[] matchingChildren = Trigger.new; for (RollupFilter__mdt oneFilter : filters) { matchingChildren = FilterUtil.filter(matchingChildren, oneFilter); } SObject[] parents = RollupUtil.getParents( matchingChildren, summary.ParentObject__r.QualifiedApiName, summary.LookupField__r.QualifiedApiName); RollupUtil.adjustParents( parents, summary.ParentField__r.QualifiedApiName, summary.RollupOperation__c, matchingChildren, summary.FieldToSummarize__r.QualifiedApiName); update parents; } … } }
- 33. • Lets the platform developer control the save process of Sobjects using your custom metadata types. • Code written by the platform developer will be executed for entities that might not even exist at the time the code was written. • ISVs can package dynamic triggers and the triggers can be used to modify save process of the customer org’s objects that use the platform built by the ISVs. Dynamic triggers
- 34. Apex DDL Set up metadata natively
- 35. Create metadata in native apex • Fewer manual install procedures • Easier custom tooling • No callouts required
- 36. public void createRollupField(String devName, EntityDefinition parent, EntityDefinition child, FieldDefinition summarized, FieldDefinition lookup, PicklistValue op) { MetadataContainer mdc = new MetadataContainer(); insert mdc; FieldDefinition summarizingField = new FieldDefintion(); summarizingField.EntityId = parent.EntityId; summarizingField.DeveloperName = devName; … mdc.addMember(summarizingField); RollupOverLookup__mdt rollup = new RollupOverLookup__mdt(); rollup.ParentObject__c = parent.EntityId; rollup.SummarizedObject__c = child.EntityId; rollup.RollupOperation__c = op; rollup.parentField__r = summarizingField; … mdc.addMember(rollup); mdc.deploy(); } Pseudocode Example
- 37. Pseudocode Example public void createRollupField(String devName, EntityDefinition parent, EntityDefinition child, FieldDefinition summarized, FieldDefinition lookup, PicklistValue op) { MetadataContainer mdc = new MetadataContainer(); insert mdc; FieldDefinition summarizingField = new FieldDefintion(); summarizingField.EntityId = parent.EntityId; summarizingField.DeveloperName = devName; … mdc.addMember(summarizingField); RollupOverLookup__mdt rollup = new RollupOverLookup__mdt(); rollup.ParentObject__c = parent.EntityId; rollup.ChildObject__c = child.EntityId; rollup.RollupOperation__c = op; rollup.parentField__r = summarizingField; … mdc.addMember(rollup); mdc.deploy(); }
- 38. public void createRollupField(String devName, EntityDefinition parent, EntityDefinition child, FieldDefinition summarized, FieldDefinition lookup, PicklistValue op) { MetadataContainer mdc = new MetadataContainer(); insert mdc; FieldDefinition summarizingField = new FieldDefintion(); summarizingField.EntityId = parent.EntityId; summarizingField.DeveloperName = devName; … mdc.addMember(summarizingField); RollupOverLookup__mdt rollup = new RollupOverLookup__mdt(); rollup.ParentObject__c = parent.EntityId; rollup.ChildObject__c = child.EntityId; rollup.RollupOperation__c = op; rollup.parentField__r = summarizingField; … mdc.addMember(rollup); mdc.deploy(); } Pseudocode Example
- 39. public void createRollupField(String devName, EntityDefinition parent, EntityDefinition child, FieldDefinition summarized, FieldDefinition lookup, PicklistValue op) { MetadataContainer mdc = new MetadataContainer(); insert mdc; FieldDefinition summarizingField = new FieldDefintion(); summarizingField.EntityId = parent.EntityId; summarizingField.DeveloperName = devName; … mdc.addMember(summarizingField); RollupOverLookup__mdt rollup = new RollupOverLookup__mdt(); rollup.ParentObject__c = parent.EntityId; rollup.ChildObject__c = child.EntityId; rollup.RollupOperation__c = op; rollup.parentField__r = summarizingField; … mdc.addMember(rollup); mdc.deploy(); } Pseudocode Example
- 40. public void createRollupField(String devName, EntityDefinition parent, EntityDefinition child, FieldDefinition summarized, FieldDefinition lookup, PicklistValue op) { MetadataContainer mdc = new MetadataContainer(); insert mdc; FieldDefinition summarizingField = new FieldDefintion(); summarizingField.EntityId = parent.EntityId; summarizingField.DeveloperName = devName; … mdc.addMember(summarizingField); RollupOverLookup__mdt rollup = new RollupOverLookup__mdt(); rollup.ParentObject__c = parent.EntityId; rollup.ChildObject__c = child.EntityId; rollup.RollupOperation__c = op; rollup.parentField__r = summarizingField; … mdc.addMember(rollup); mdc.deploy(); } Pseudocode Example
- 41. public void createRollupField(String devName, EntityDefinition parent, EntityDefinition child, FieldDefinition summarized, FieldDefinition lookup, PicklistValue op) { MetadataContainer mdc = new MetadataContainer(); insert mdc; FieldDefinition summarizingField = new FieldDefintion(); summarizingField.EntityId = parent.EntityId; summarizingField.DeveloperName = devName; … mdc.addMember(summarizingField); RollupOverLookup__mdt rollup = new RollupOverLookup__mdt(); rollup.ParentObject__c = parent.EntityId; rollup.ChildObject__c = child.EntityId; rollup.RollupOperation__c = op; rollup.parentField__r = summarizingField; … mdc.addMember(rollup); mdc.deploy(); } Pseudocode Example
- 42. public void createRollupField(String devName, EntityDefinition parent, EntityDefinition child, FieldDefinition summarized, FieldDefinition lookup, PicklistValue op) { MetadataContainer mdc = new MetadataContainer(); insert mdc; FieldDefinition summarizingField = new FieldDefintion(); summarizingField.EntityId = parent.EntityId; summarizingField.DeveloperName = devName; … mdc.addMember(summarizingField); RollupOverLookup__mdt rollup = new RollupOverLookup__mdt(); rollup.ParentObject__c = parent.EntityId; rollup.ChildObject__c = child.EntityId; rollup.RollupOperation__c = op; rollup.parentField__r = summarizingField; … mdc.addMember(rollup); mdc.deploy(); } Pseudocode Example
- 43. Avrom Roy-Faderman Principal Member of the Technical Staff, Salesforce App Cloud
- 44. Custom Datatypes Create your own meta-schema
- 45. Custom Datatypes Compound and configurable Custom datatype Column Column Column One or more columns of standard datatypes
- 46. Custom metadata type Custom Datatypes Compound and configurable Custom datatype Column Column Column Custom Field DefinitionsMD Rel Field Values of this field get auto-populated with fields of the custom datatype
- 47. Custom metadata type Custom Datatypes Compound and configurable Custom datatype Column Column Column MD Rel Field Field Field Other fields here contain additional metadata relevant to fields of this type
- 48. RollupOverLookup__mdt Example Custom Datatype RollupOverLookup RollupOverLookup Value__s Fields of type RollupOverLookupParentField__c SummarizedField__c Operation__c …
- 49. Creating a Field of the Custom Type
- 51. Our vision: Open up the platform to partners and customers the way the platform opens up apps • Custom metadata types are a first step towards this, providing custom types of metadata with standard: • SDLC • Packaging • Setup UI • Fast runtime access • More features on our roadmap • Metadata relationships for type integration (plus other datatypes!) • Customizable save process via dynamic triggers • Custom tooling and automated setup via Apex DDL • Custom datatypes for fields • Even more stuff in the longer term! Summary
- 52. Available now Spring ’16 Summer ’16 Winter ’17 Beyond Metadata Relationships Apex DDL Dynamic Triggers Custom Datatypes Extra-super-special safe harbor! Roadmap Pilot GA Pilot GA GA Pilot GA
- 53. Share Your Feedback, and Win a GoPro! 3 Earn a GoPro prize entry for each completed survey Tap the bell to take a survey2Enroll in a session1
- 54. Thank you