Custom Metadata type records within Process Builder?

Question

I am trying to refactor our existing Trigger code to more of a Process builder's process. In one of the trigger methods, we are using a List of Custom metadata type records to see if Contact.Name is existed in that list. This works great.

But now that I wanted to implement this same functionality within a Process, I am not sure if this even possible as I have to deal with metadata record comparison. I have referred this Salesforce Official documentation, but it didn't mention a way to use to compare a list of Metadata records to the record id that initiated the Process. Any insights on this would be really helpful.

Answer 1

You can reference Custom Metadata Types in Process Builder in limited circumstances:

Reference the custom metadata record in Process Builder.
$CustomMetadata.CustomMetadataTypeAPIName.RecordAPIName.FieldAPIName
Use the correct suffixes. For the custom metadata type, use __mdt. For fields, use __c. Records require no suffix. Your formula might look like this one.
[Account].AnnualRevenue > $CustomMetadata.Annual_Revenue__mdt.Annual_Revenue.Minimum_Revenue__c
If the minimum revenue amount changes, edit the custom metadata record rather than your process.

You can't construct these references dynamically, though, to compare a field value to an arbitrary CMT record, or to a list of values from a CMT record. (Your formula in Process Builder will not save if you don't have a valid static reference to a existing Custom Metadata record).

You'd need to go to Flow or Apex to be able to query, build a collection of available values, and check membership of your field value.

Answer 2

You can use a method that retrieves CMT records and use it for the comparison purpose. We had a similar use-case where we need to compare the Case record's owner field to a list of CMT records (which are Queue names, in our case).

Our process builder gets fired when a user (or an automated process) changes Case owner id to a Queue. So our invocable method receives List<Id> caseIds. Here is a sample code from our class that contains invocable method:

@InvocableMethod
public static void myInvocableMethod(List<Id> caseIds){
 //Assigning CMT records to our Map variable
 Map<Id, Group> queueMap = getMetadataRecs();

 Set<Id> matchedCaseIds = new Set<Id>();
 for(Case caseRec: [Select Id, OwnerId From Case Where Id IN : caseIds]){
    if(queueMap.containsKey(caseRec.OwnerId)){
        matchedCaseIds.add(caseRec.Id);
    }
   }
 if(!matchedCaseIds.isEmpty()){
    //Do something
 }
}

//Method that retrieves CMT records
public static Map<Id, Group> getMetadataRecs(){
 List<String> nameList = new List<String>();
 Map<Id, Group> tempMap = new Map<Id, Group>();
 List<QueueList__mdt> metaDataRecs = [Select Name__c From QueueList__mdt];

 if(!metaDataRecs.isEmpty()){
    for(QueueList__mdt rec : metaDataRecs){
        nameList.add(rec.Name__c);
    }

    if(!nameList.isEmpty()){
        tempMap = new Map<Id, Group>([Select Name From Group 
                                       Where Type = 'Queue' And Name = :nameList]);
    }
 } 
 return tempMap;
}