Custom Metadata Types
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The document discusses custom metadata types in Salesforce and their advantages over custom settings and objects, emphasizing portability and traceability through the metadata API. It also compares custom and external objects, highlighting features, limitations, and integration capabilities via Lightning Connect. Key limitations include data sync restrictions for external objects and various maximums on API calls and retrieved data.
Custom Metadata Types
- 3. App Configuration Records? Standard Configuration Records Custom Configuration Records Workflow rules Custom Labels Remote Site Settings Custom Settings Validation Rule Custom metadata type Permission Set
- 4. Custom Metadata Deployable Objects and Data (including Managed Packages). Not editable via Apex (but updatable via Metadata API). Does not count towards query limits. Public/Protected Visibility in managed package. Cached after first head. Complex data types(including lookups, long text area). 10MB org limit. Ref: https://github.com/forcedotcom/CustomMetadataLoader
- 5. Why CMT and not Custom setting or Custom object? Key Drivers Portability Traceability Leverage Metadata API deployment tools (change sets). Eliminate human errors. Extensibility of architecture to support automated deployments through CI.
- 9. ❖ Integrating data from External Systems(Salesforce/any other) without a single line of code. ❖ It enables us to view, search and modify the records of external system from within salesforce and it sync the data. ❖ One can use any of the following 3 protocols to integrate: ➢ OData 2.0 adapter | 4.0 adapter REST based protocol. ➢ Cross-org adapter REST based protocol. ➢ Custom adapter created via Apex. Why Lightning Connect ?
- 10. Custom Objects Vs. External Objects Feature Custom Objects External Objects Data stored in salesforce org, Sharing Yes No Read Yes Yes Write Yes Yes(limited) Tabs, layouts, Visualforce Yes Yes Field level security, REST and SOAP API Yes Yes Reports and Analytics Yes Yes(limited) Formula fields, Workflows, Triggers Yes Not yet
- 11. Relationship Allowed Child Objects Allowed Parent Objects Parent Field for Matching Records Lookup Standard Custom External Standard Custom Salesforce Record ID External Lookup Standard Custom External External External Id Standard Field Indirect Lookup External Standard Custom Select a custom field with External Id and unique attributes Types of Relationships Available for External Objects
- 12. Sync. ❖ Sync. copies only metadata and it doesn’t copy any data from external system. ❖ Syncing is a one time process. If external system schema is changed it doesn’t sync changes automatically to salesforce org, have to resync the objects. ❖ Data types
- 13. Limitations: ❖ Maximum external objects per org - 100 ❖ Maximum joins per query across external and other types of objects - 4 ❖ Maximum new rows retrieved by SOSL and salesforce searches per hour - 1,00,000 ❖ Maximum new rows retrieved or created per hour - 50,000 ❖ OData callouts per hour for Developer Edition - 1000 ❖ OData callouts per hour for Enterprise, Professional, Unlimited - 10,000 ❖ Maximum HTTP Request size for OData - 8 MB ❖ Maximum HTTP Response size for OData - 8 MB ❖ External objects doesn’t support following functions: AVG(), COUNT(field), MIN(), MAX(), SUM(), EXCLUDES, INCLUDES, LIKE, TYPEOF, WITH, FOR VIEW, FOR REFERENCE, toLabel()
- 14. Thank you