Questions tagged [metadata]

Metadata contains all the customization you can do to your salesforce organisation. Use this tag for specific questions about the metadata itself. Use the metadata-api tag for questions on deploy/retrieve/update/delete of the metadata with salesforce organisations.

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Custom Metadata Update does not run QueuebleHandler in Metadata.DeployCallback when called from extended Auth.AuthProviderPluginClass

I am trying to update a Custom Metadata record using the following code, which works perfectly well when run as an Anonymous user through the development console: public class SageMetaDeploy ...
wmin's user avatar
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147 views

Workbench Metadata Retrieve error

I get this error when trying to export all components of metadata within a sandbox org. UNKNOWN_EXCEPTION: An unexpected error occurred. Please include this ErrorId if you contact support: 1787816442-...
user131739's user avatar
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159 views

Error retrieving metadata for entities of type: Layout. Error message: record limit reached. cannot submit more than 10 records in this operation

We are using Lightning Aura component to display tabs dynamically based on the record types and Layouts. When trying to retrieve more than 10 records using Metadata.Operations.retrieve in the code it ...
Anika's user avatar
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1 vote
1 answer
2k views

Get metadata information without Record Id in JS LWC and without Apex

I am trying to get the metadata information without passing the record Id. All I want to do is, pass Developer name value and get the specific metadata record details in LWC. Here's an example from ...
Praveen Behera's user avatar
3 votes
2 answers
788 views

Problem with PlatformEventSubscriberConfig user change being ignored

The context here is at normal runtime not in Apex tests as discussed here Is there a way to force a Platform Event Trigger to honor the PlatformEventSubscriberConfig in unit tests?. I'm using this ...
Keith C's user avatar
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6 votes
3 answers
291 views

Is there a more effective format for permissionsets?

Working source first, permission sets and profiles have a low "signal to noise" ratio where the signal is the content of the XML elements and the noise is the element layout and the elements ...
Keith C's user avatar
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2 votes
1 answer
756 views

Wave Dashboard can't be retrieved - CLI error is not understandable

We are trying to retrieve WaveDashboard components with the sfdx cli. The response from the CLI when using sfdx force:source:retrieve -m WaveDashboard is the following: { "status":0, &...
Christian Menzinger's user avatar
1 vote
1 answer
327 views

Named Credentials create APIs missing Label and Name values?

I'm looking at these three pieces of documentation: The ConnectApi.NamedCredentials class and specifically the createCredentials method The ConnectApi.CredentialInput class that defines the argument ...
Keith C's user avatar
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1 vote
1 answer
62 views

Custom metadata types clever trigger possibility

Is there any way to cause a triggering event on custom metadata types? I know there is this idea, which is not implemented. I have a use case where I need a country list stored (can create custom MDT) ...
SEuser's user avatar
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1 answer
185 views

Adding a value to a picklist field of an entity in an org via apex

All, I am trying to add a value to a picklist field of an entity (i.e. Document Attachment Status of Care Request Extension ) via apex class in my org only. I tried following approaches but those are ...
Vishwajeet Singh Bhadoria's user avatar
-1 votes
1 answer
338 views

MetadataService API custom field label update

Recently I am building a side project myself to allow user mass update custom fields label. Currently, you can only do that one at a time. The POC looks good, I am able to achieve that with text and ...
Wayne Ni's user avatar
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1 answer
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Where in the SFDX tree do translations (changed labels) for actions like LoginToNetworkAsUser go?

These are Digital Experience related buttons that can appear on the Contact record. The buttons are normally labelled: LoginToNetworkAsUser has label "Login to Experience as User" ...
Keith C's user avatar
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0 votes
1 answer
549 views

SFDX how to get custom URL as metadata?

I have defined Custom URL as described in documentation https://help.salesforce.com/s/articleView?id=sf.custom_url_add.htm&type=5 When I use that command my site metadata doesn't contains this ...
hsd's user avatar
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1 vote
0 answers
55 views

Incomplete Permission Set Metadata

I am retrieving permission sets using VS Code, but they are incomplete, as they are missing many field permissions. This is weird as the objects are included in the package.xml. Anyone has an idea of ...
Hugo Pereira's user avatar
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0 answers
561 views

Salesforce CLI is not retrieving permission set metadata

I am trying to retrieve metadata from a sandbox instance to prepare a deployment. Flows, Custom Objects, etc. are getting retrieved, but permission sets are not. In my package.xml file, I tried the ...
Mike Henderson's user avatar
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1 answer
1k views

Visual Studio Code - can we compare Metadata in two orgs

A client is moving away from change sets to Azure Devs Ops. However, for now deployments are done using change sets, The org size is small, and currently no custom code, only config - custom fields, ...
GroundToCloud's user avatar
0 votes
1 answer
475 views

Is there a way to update Case Assignment Rules in bulk?

I'm working with an organisation that has 200+ Case Assignment rules and we have to update all of them to add a new criteria. It's going to be a bit of a pain-staking task to update each one ...
JustinF's user avatar
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1 answer
660 views

How to pull in metadata for Standard Picklist Value Sets

What is the metadata that controls the ability to read and create custom values for a Standard Picklist such as StageName from the API. Use case: As an app user, I would like to pull in all StageName ...
andrew's user avatar
  • 149
1 vote
2 answers
239 views

Error when creating beta 2GP version - Can’t create patch version

When I type: sfdx package:version:create -p 0Ho... --installation-key-bypass -b 2gp-internal I get an error: ERROR running force:package:version:create: Can’t create patch version. Log a case in ...
nstuyvesant's user avatar
-1 votes
1 answer
119 views

Transfer Metadata Only from a Production Org to another production Org (in trial)

I saw others threads speaking about this topic but they didn't really help me or I must not have understood them! I need to transfer a batch (the whole existing ORG) of metadata to a newly opened SF ...
JACOPO PARISI's user avatar
0 votes
4 answers
2k views

SFDX plugin to retrieve metadata from org

I am looking for a SFDX plugin which can retrieve all the metadata available in an org. In most of the approaches, I see that you need to create package.xml first, and then issue a retrieve call. Is ...
nica's user avatar
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1 answer
144 views

How to query Salesforce Synonyms

Does anyone know how to query Synonym information? Setup > Quick Find box > enter Synonyms > Synonyms The documentation online is very sparse and does not provide any information on how to ...
Prosinac Decembar's user avatar
1 vote
0 answers
664 views

Experience Bundle Metadata - how to retrieve an API Name of the Page?

I created a new Page in my Customer Experience site, called 'Test Page'. Its properties are shown in the following image: I would like to retrieve its API Name, in this case it's Test_Page__c. I ...
Przemysław Długoszewski-Tamoń's user avatar
0 votes
1 answer
344 views

deploying only modified reports from sandbox to production via vscode

my use case : fix reports in bulk when there is a change, such as a replacement on opportunity stage. note: we do not use source tracking - we use sandboxes for development. first, i download all ...
gorav's user avatar
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1 vote
1 answer
597 views

how can I assign metadata through a flow? // after save record triggered flow

Hi how are you? I have a problem, I am migrating a process builder to flow in the Case object. The problem arises with a decision in which it enters if the following conditions are met: AND( ISCHANGED(...
Ramir 's user avatar
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1 vote
1 answer
413 views

Adding Object Settings into a Package.XML

I would like to enable Field History Tracking for the Account, Opportunity, Contact and Lead objects. I understand that I need to include the Setting's type in the Package.XML and I did so for the ...
andrew's user avatar
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1 answer
123 views

Where can I set in Salesforce the PlatformEventSubscriberConfig fields that are accessible (or not) to my Profiles?

It's my first time dealing with PlatformEventSubscriberConfig in our project (and I'm very new to Salesforce, still a 6-month newbie). We have 2 orgs and I noticed that when I query in UAT (Developer ...
jeksdh8's user avatar
-1 votes
1 answer
647 views

Contact Roles on Opportunities - what kind of metadata is this?

I am researching Opportunity Contact Role and would like to understand its structure better. In SF setup, you can find Opportunity Contact Role in the Object manager as an object with a set of out-of-...
TRex's user avatar
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2 votes
0 answers
180 views

Is there a way to access Tooling API METADATA objects without granting “View Setup and Configuration“ permission?

When trying to access METADATA (Setup) objects (such as FieldSet, Layout, ValidationRule, WorkflowRule, etc.) via Tooling API, without granting “View Setup and Configuration“ permission get the below ...
Chirag Mehta's user avatar
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1 vote
0 answers
391 views

Different Case's Created Date fieldApiName for Case's list view

I have custom logic to create listview with filters for any object in SF using metadata api. I noticed when I try to upadate All Opened Cases listview and add filter logic CreatedDate equals TODAY (...
Pavel Zaverach's user avatar
0 votes
0 answers
284 views

Unable to retrieve Flow meatada with Formula Entry Condition

I have a Record triggered flow that is after create or update with API Version is 56.0. The flow is using the new Entry Condition of "Formula Evaluates to True". The file structure is in ...
nSv23's user avatar
  • 544
0 votes
1 answer
189 views

Enable Opportunity Splits - Scratch Org

Working with scratch orgs, I need to enable OpportunitySplits completely at the point of Scratch Org Creation, and Source Push. Currently, when successfully pushing the below files and settings. The ...
David Picksley's user avatar
1 vote
1 answer
282 views

Getting error while Installing LWR Application

I am trying to install the az-insurance app, and getting below error - Error LWR_Demo_Marketing1 The value for urlPathPrefix in ExperienceBundle isn't valid. Check the value and try again. I am ...
Jeet's user avatar
  • 192
1 vote
1 answer
608 views

Retrieve Enhanced Letterhead via Metadata API

Can someone please point me to a blog or walk me through steps for retrieving Lightning Enhanced Letterheads in VSC. I can see the classic letter head in VSC but not lightning Enhanced Letterhead, and ...
GroundToCloud's user avatar
0 votes
1 answer
275 views

Removing metadata dependencies automatically when uninstalling a managed package

When you have a managed package, if a customer were to uninstall a package, is the removal of metadata components from that managed package automatically removed? Currently, we are deploying unmanaged ...
andrew's user avatar
  • 149
1 vote
0 answers
257 views

Deploy Metadata with Apex Testing Using REST : No package.xml found

I have explored below two options to deploy metadata into my salesforce account. Option 1: Bundle zip file is available here: bundle zip I am able to upload the bundle zip using workbench Workbench ...
SathiVenkata KrishnaReddy's user avatar
0 votes
1 answer
573 views

Unable to Retrieve Profile Metadata in VS Code due to Special Characters

I am attempting to pull Salesforce Profile metadata into Visual Studio Code and the process is failing with the following error: Metadata API request failed: Component conversion failed: ENOENT: no ...
Krahnin's user avatar
4 votes
1 answer
2k views

Is sfdx force:source:deploy a transactional command? Could it be?

I'm looking for a transactional deployment command, that will roll back the entire metadata movement in case of an error. Deploying by using an artifact with sfdx force:mdapi:deploy --zipfile ... is a ...
Manuel Moya's user avatar
0 votes
1 answer
468 views

Do Apex Schedules have Metadata?

I'm writing my first scheduled Apex for an internal organization. We do all of our development using sfdx and scratch orgs, merging into production using GitHub actions linked to the main branch. In ...
Chuck's user avatar
  • 945
0 votes
1 answer
310 views

Is there any way to deploy profiles and Organization Wide Defaults and Field Level Security using deployment from repository?

Is there any way to do this? OWD: will it be deployed when metadata of objects will be deployed? Field level security: should it be deployed during the deployment of profiles?
LucyFenel's user avatar
1 vote
1 answer
291 views

How email templates should be stored in the repository?

I have a file "default" which has: applications aura classes contentassets etc I added a new directory "EmailTemplate" and I added files "email0.email" and "email0....
LucyFenel's user avatar
1 vote
0 answers
299 views

Get Name of Currently showed Page Layout - LWC

I'm currently working on building a LWC component that will generate and export word documents based on page layouts. The component is exposed on object records, and pulls the recordId,Objectype etc ...
Cnork's user avatar
  • 91
2 votes
0 answers
191 views

Duplicate Meta Description on Salesforce Experience Cloud

We developed a website in Salesforce Community Cloud and i know that Salesforce creates a SEO-friendly version of the site when a spider or googlebot crawls it. Using https://search.google.com/test/...
Michael Rosario's user avatar
0 votes
1 answer
211 views

Is field in Salesforce considered as metadata ? Can I deploy via Sfdx

Want to create a mass field on custom object. Is field in Salesforce considered metadata.xml Can I deploy them via sfdc
Dharti's user avatar
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1 vote
0 answers
263 views

Is readMetadata() the only way to retrieve complete Profile information?

Is there any way other than using the Metadata API's readMetadata() method to retrieve the complete Profile detail (ProfileFlowAccess, etc) metadata? Unlike PermissionSets, retrieve() Profile only ...
R Roesler's user avatar
  • 186
0 votes
1 answer
493 views

Cannot retrieve record type using metadata service

Hello I am trying to retrieve a record type to update its picklist values but whenever i try to do this it returns a weird object which has most of its values as null and I tried to use a name of a ...
Mohamed Montaser's user avatar
0 votes
1 answer
287 views

Check where a field is used programmably in Apex

In Salesforce, it provides the information on where a field is bening used on the screen in oject managger as shown in the following link. https://help.salesforce.com/s/articleView?id=sf....
Don's user avatar
  • 108
1 vote
1 answer
194 views

Deployment order of execution

Can You please tell me when I am using command: sfdx force:source:deploy --manifest "<source>" --testlevel "RunAllTestsInOrg" --ignorewarnings --apiversion "55.0" --...
user122664's user avatar
1 vote
1 answer
771 views

if Metadata API supports retrieving Enhanced Letterhead?

I have a question about Metadata API. Is there any ability to retrieve Enhanced Letterhead via Metadata API? I checked specs, so I found that Metadata API supports only Classic Letterheads. So it that ...
Anatolii Ivanov's user avatar
1 vote
0 answers
157 views

Page access not retrievable for LWC community

When setting the "Page access" to either "Public" or "Require Login", it's not retrieved in the metadata by using the "sfdx force:source:pull" command. I would ...
AdrW's user avatar
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