We have successfully entered the age of digitization where people are used to working on flexible apps that can be easily customized.Īlso, the need for personalization is considerably high in recent times and it does not seem to slow down any time soon. Gone are the days when businesses used to operate on hard-coded applications for performing different processes. What Is The Need For Salesforce Metadata? Common examples of these Salesforce metadata types include reports, dashboards, components, page layouts, etc. The metadata types falling under this category are concerned with the way in which users interact with the CRM platform. All such pages should be wrapped within a single page component tag. You can define Triggers for key standard objects like Accounts and Contacts and custom objects.Īn Apex page is any standard Visualforce page created using the required data and metadata from the org. Further, Apex Classes often include other classes, variables, user-defined methods, static initialization code, and exception types.Īpex Triggers are the metadata types that allow Salesforce users to perform customized actions to the records before or after specific events. Common examples of metadata falling under this category include Apex Classes, Apex Triggers, and Apex Page.Īn Apex class is a template used by developers for creating Apex objects. This refers to the custom code built on top of the CRM platform for developing applications, carrying out integrations, or performing different processes as per the org’s needs. Common examples of the same include Custom Salesforce Object s, Value Sets, Custom Applications, etc. It is the data structures on which most customizations are built, tested, and deployed. These sets store specific information about your organization in general, your team in specific, your customers, your partners, or any entity connected to your business organization. Almost every business process is carried out in your Salesforce instance with the help of different data sets and structures. This is the most fundamental and important aspect of Salesforce. Three of the most common categories in which you can put such metadata include: There are three major ways in which metadata can be used in Salesforce Apex for carrying out the required processes – importing the metadata into Salesforce, manipulating the metadata with the help of Salesforce metadata API, or modifying the same in the product interface.īased on the purpose they solve and the manner in which they help you customize a function in Salesforce, Salesforce metadata can be divided into different types. It involves different fields, code, configurations, logic, and page layouts used for building the key information architecture of your Salesforce org, making your Salesforce instance look the way it does. Salesforce metadata is an essential element of the Salesforce architecture. Almost every Salesforce process revolves around creating, recording, tracking, and assessing valuable information in some form or the other.Īmong these pieces of information, Salesforce metadata assumes a key position and helps users in carrying out different business processes in a quick, efficient, and automated manner. Salesforce is a pretty vast platform that involves several features and tools for performing specific processes.
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