custom metadata types (big thinks at forcelandia)
TRANSCRIPT
![Page 1: Custom Metadata Types (Big Thinks at Forcelandia)](https://reader035.vdocument.in/reader035/viewer/2022070510/58aa623b1a28ab5a7a8b53db/html5/thumbnails/1.jpg)
Use Custom Metadata Types for a Better App Builder Experience
Christian CarterConsultant
@cdcarterBigger Boat Consulting
Beth BreisnesConsultant
@bethbrainsBigger Boat Consulting
![Page 2: Custom Metadata Types (Big Thinks at Forcelandia)](https://reader035.vdocument.in/reader035/viewer/2022070510/58aa623b1a28ab5a7a8b53db/html5/thumbnails/2.jpg)
ExperientialExperimentalUnexpected
![Page 3: Custom Metadata Types (Big Thinks at Forcelandia)](https://reader035.vdocument.in/reader035/viewer/2022070510/58aa623b1a28ab5a7a8b53db/html5/thumbnails/3.jpg)
Back to our story...
![Page 4: Custom Metadata Types (Big Thinks at Forcelandia)](https://reader035.vdocument.in/reader035/viewer/2022070510/58aa623b1a28ab5a7a8b53db/html5/thumbnails/4.jpg)
Let’s review!
![Page 5: Custom Metadata Types (Big Thinks at Forcelandia)](https://reader035.vdocument.in/reader035/viewer/2022070510/58aa623b1a28ab5a7a8b53db/html5/thumbnails/5.jpg)
Data vs. MetadataData
Your recordsWhat End Users seeCustom Settings recordsPerm Set Assignments
Metadata
Setup menuFieldsWorkflow RulesProfiles/Perm SetsPage LayoutsAll the stuff you can add to Change Sets...
![Page 6: Custom Metadata Types (Big Thinks at Forcelandia)](https://reader035.vdocument.in/reader035/viewer/2022070510/58aa623b1a28ab5a7a8b53db/html5/thumbnails/6.jpg)
Deployable?DataNot Deployable
MetadataDeployable!
![Page 7: Custom Metadata Types (Big Thinks at Forcelandia)](https://reader035.vdocument.in/reader035/viewer/2022070510/58aa623b1a28ab5a7a8b53db/html5/thumbnails/7.jpg)
Pop Quiz! Will it refresh?A Contact named Harry PotterA custom field for a Contact’s first pet’s nameHarry’s pet’s name, “Hedwig”A Custom Object to store Country CodesThe country code “UK” stored in a Custom ObjectA List Custom Setting to store Country CodesThe country code “UK” stored in a Custom Setting TRICK QUESTION! Refresh yes! Deploy no!
![Page 8: Custom Metadata Types (Big Thinks at Forcelandia)](https://reader035.vdocument.in/reader035/viewer/2022070510/58aa623b1a28ab5a7a8b53db/html5/thumbnails/8.jpg)
The ChallengeApps need their own configuration settingsOlden days options: List Custom Settings or Custom Object
![Page 9: Custom Metadata Types (Big Thinks at Forcelandia)](https://reader035.vdocument.in/reader035/viewer/2022070510/58aa623b1a28ab5a7a8b53db/html5/thumbnails/9.jpg)
CMDTs to the Rescue!
Custom Metadata is...METADATA!And thus DEPLOYABLE!
Faster to implement!Cached by the Platform!Have their own limits!
![Page 10: Custom Metadata Types (Big Thinks at Forcelandia)](https://reader035.vdocument.in/reader035/viewer/2022070510/58aa623b1a28ab5a7a8b53db/html5/thumbnails/10.jpg)
Welcome to the future!
![Page 11: Custom Metadata Types (Big Thinks at Forcelandia)](https://reader035.vdocument.in/reader035/viewer/2022070510/58aa623b1a28ab5a7a8b53db/html5/thumbnails/11.jpg)
After the rewrite...
![Page 12: Custom Metadata Types (Big Thinks at Forcelandia)](https://reader035.vdocument.in/reader035/viewer/2022070510/58aa623b1a28ab5a7a8b53db/html5/thumbnails/12.jpg)
WeathervaneGet the climate of your constituents quickly
![Page 13: Custom Metadata Types (Big Thinks at Forcelandia)](https://reader035.vdocument.in/reader035/viewer/2022070510/58aa623b1a28ab5a7a8b53db/html5/thumbnails/13.jpg)
WeathervaneCMDT records define:• Order• Color• Display Text• Field• Criteria
![Page 14: Custom Metadata Types (Big Thinks at Forcelandia)](https://reader035.vdocument.in/reader035/viewer/2022070510/58aa623b1a28ab5a7a8b53db/html5/thumbnails/14.jpg)
Demo Time!
![Page 15: Custom Metadata Types (Big Thinks at Forcelandia)](https://reader035.vdocument.in/reader035/viewer/2022070510/58aa623b1a28ab5a7a8b53db/html5/thumbnails/15.jpg)
WeathervanePro tip: Formula checkbox field!
![Page 16: Custom Metadata Types (Big Thinks at Forcelandia)](https://reader035.vdocument.in/reader035/viewer/2022070510/58aa623b1a28ab5a7a8b53db/html5/thumbnails/16.jpg)
How’d we do it?
![Page 17: Custom Metadata Types (Big Thinks at Forcelandia)](https://reader035.vdocument.in/reader035/viewer/2022070510/58aa623b1a28ab5a7a8b53db/html5/thumbnails/17.jpg)
Don’t just take our word for it...
![Page 18: Custom Metadata Types (Big Thinks at Forcelandia)](https://reader035.vdocument.in/reader035/viewer/2022070510/58aa623b1a28ab5a7a8b53db/html5/thumbnails/18.jpg)
Declarative Lookup Rollup SummariesAndy Fawcett’s fantastic tool for building Rollup Summaries (and more) based on Lookup relationships (and more!)
Read about DLRS’s transition from a custom object TO custom metadata types on his blog.
![Page 19: Custom Metadata Types (Big Thinks at Forcelandia)](https://reader035.vdocument.in/reader035/viewer/2022070510/58aa623b1a28ab5a7a8b53db/html5/thumbnails/19.jpg)
Financial Force“Custom metadata types have certainly caused a stir within FinancialForce R&D. We continue to find new and innovative ways to leverage them to create wildly successful customer experiences.”
Read more
![Page 20: Custom Metadata Types (Big Thinks at Forcelandia)](https://reader035.vdocument.in/reader035/viewer/2022070510/58aa623b1a28ab5a7a8b53db/html5/thumbnails/20.jpg)
THEN: 150+ lines of code w/ manual dev upkeep
NOW: 13 lines of code w/ admin upkeep
![Page 21: Custom Metadata Types (Big Thinks at Forcelandia)](https://reader035.vdocument.in/reader035/viewer/2022070510/58aa623b1a28ab5a7a8b53db/html5/thumbnails/21.jpg)
Big Thanks!Aaron SlettehoughProduct Manager@slettehough
Avrom Roy-FadermanLead Developer@aroyfaderman
![Page 22: Custom Metadata Types (Big Thinks at Forcelandia)](https://reader035.vdocument.in/reader035/viewer/2022070510/58aa623b1a28ab5a7a8b53db/html5/thumbnails/22.jpg)
Thank you!
![Page 23: Custom Metadata Types (Big Thinks at Forcelandia)](https://reader035.vdocument.in/reader035/viewer/2022070510/58aa623b1a28ab5a7a8b53db/html5/thumbnails/23.jpg)
Q&A
![Page 24: Custom Metadata Types (Big Thinks at Forcelandia)](https://reader035.vdocument.in/reader035/viewer/2022070510/58aa623b1a28ab5a7a8b53db/html5/thumbnails/24.jpg)
![Page 25: Custom Metadata Types (Big Thinks at Forcelandia)](https://reader035.vdocument.in/reader035/viewer/2022070510/58aa623b1a28ab5a7a8b53db/html5/thumbnails/25.jpg)
Learn more…bigthinks.cloudTry Weathervane!Other CMDT-driven apps coming soon...Success Community CMDTs group