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.
839
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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 ...
- 133k
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40
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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)
...
- 1,768
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54
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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 ...
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45
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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 ...
- 594
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27
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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"
...
- 133k
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43
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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 ...
- 113
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9
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How to package a custom picklist value inside Salesforce package [duplicate]
Correct me if I'm wrong but I've read that you are unable to package a custom picklist value inside a Salesforce package. I tried confirming this by creating including the following metadata in the ...
- 5
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28
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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 ...
- 11
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44
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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 ...
- 101
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53
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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, ...
- 787
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43
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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 ...
- 361
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38
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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 ...
- 119
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67
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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 ...
- 441
-1
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1
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28
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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 ...
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28
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How can I make Forms Manager retrieve/deploy to org?
Currently, users must edit or upload a Forms Manager record in order to make changes. I would like to know if there is a way to use metadata xml to retrieve/deploy a template to my org. This will also ...
- 1
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4
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106
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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 ...
- 1,290
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68
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How to update StandardValueSet metadata using Tooling API
I am experimenting with the Tooling API to update the standard picklist values for the Type field on the Account. I have created Apex code to retrieve the metadata:
HttpRequest req = new HttpRequest();...
- 81
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35
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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 ...
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66
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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 ...
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69
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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 ...
- 4,355
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52
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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(...
- 29
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1
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63
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 ...
- 119
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47
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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 ...
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69
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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-...
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50
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 ...
- 1,231
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98
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 (...
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68
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 ...
- 494
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38
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Retrieve available fields under report type
Is it possible to retrieve all of the standard fields that are listed on a standard report type.
For the OpportunityLead Report Type, I believe all Standard Lead Fields are available, however, not all ...
- 119
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1
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80
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 ...
- 415
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19
views
Inconsistent visibility of DeploymentStatus field on EntityDefinition based on API version, org type, permission?
In a current Developer org, and in a past Unlimited org I had access to, I was able to use this query in Dev Console or in Apex without any problems:
SELECT DeploymentStatus, DeveloperName, DurableId, ...
- 121
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111
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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 ...
- 195
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1
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88
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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 ...
- 787
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42
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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 ...
- 119
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98
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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 ...
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1
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105
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 ...
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4
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1
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690
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 ...
- 553
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1
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100
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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 ...
- 805
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38
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What is the best way to retrieve the metadata of a custom profile? [duplicate]
When I try to take metadata of my custom profile via IDE IntelliJ with a plugin Illuminated Cloud 2, it takes only 80 lines of XML code - but there is much more metadata - because there are much more ...
- 23
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92
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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?
- 23
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65
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....
- 23
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125
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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 ...
- 71
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65
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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/...
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58
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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
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67
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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 ...
- 156
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154
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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 ...
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1
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64
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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....
- 98
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92
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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" --...
- 21
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218
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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 ...
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0
answers
69
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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 ...
- 11
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83
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Change CustomApplication label on upgrade
I want to change my application label as shown in app home page.
We are using CustomApplication in 1GP managed package(<CustomApplication xmlns="http://soap.sforce.com/2006/04/metadata>)
...
