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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4
votes
2answers
5k views

Customize “Recently Viewed” list views

I have been asked to customize the generic "Recently Viewed [object]" list views that are present for Salesforce objects (note: I do not mean the [object] Tab Search Layout.) The only problem is that ...
21
votes
2answers
5k views

Resetting my development org to an empty state

I would like to clear out my development org of all artefacts on a regular basis and then do a deploy of the development package from my local source. I realise there are retrieve and list tasks ...
5
votes
3answers
667 views

Is it possible to interrogate the Flow Designer objects?

I've seen Visual Workflow and how flows and processes can be created in the flash tool. But after these are created, can they be interrogated from the SObject or metadata API? There is ...
8
votes
2answers
7k views

Some boolean values are 0/1 and some are true/false

What are the standard values for boolean datatype? I have two columns like below in different tables. One table has values like 0 and 1 and the other table has true and false. I need this to set a ...
2
votes
1answer
567 views

Best way to manage Custom Object layouts through API?

I have a Ruby on Rails application. I am asking the user for the object name that they use for invoices, i.e. "Invoice__c". With use of the metaforce gem the app creates the field "PDF_Link__c" on ...
9
votes
4answers
6k views

Are profile and permission set metadata files getting all project objectPermissions?

I have a project in development. There about 45 new SObjects to the org but there is also a couple of new profiles for the org. The permissions on several existing SObjects have been specifically ...
11
votes
1answer
4k views

Issues with managed package visibility?

Question Is anyone experiencing issues with incorrect managed package apex class visibility? Suddenly unable to save a class and everything seems to be in order. What am I missing? Anyone run into ...
4
votes
2answers
166 views

Are deployments based on components API Name?

When I do a deployment from sandbox to production is this action based on the component's API Name? I'm curious because I've deployed some code to production and am now going to setup a portal and ...
7
votes
4answers
1k views

How can I deploy objects without their profile permissions?

I would like to deploy a bunch of objects from a sandbox to Production. However, I am not yet ready to give permission to the users to use these new objects. Therefore, I do not want to deploy ...
4
votes
2answers
733 views

Filtered Lookup Meta-Data

I am using Sublime Text and Mavens Mate to bring meta-data into our Git repository. I recently added a Lookup filter to a packaged field (managed-released). The change went through in the org just ...
5
votes
2answers
396 views

Create OwnerSharingRule via Salesforce Metadata API

I'm currently struggling in creating a ContactOwnerSharingRule via the Salesforce Metadata API. I am using Ruby and the metaforce gem. I am using the the create-method which calls out to the SOAP ...
8
votes
1answer
4k views

Deploying standard picklists via Metadata API

Have some trouble deploying leadSource and Industry picklists via Metadata API. Had to comment out both of them from the build. It may have something to do with these picklists being shared by ...
7
votes
2answers
3k views

How to retrieve action overrides?

Question Is there any trick to retrieving action overrides via the metadata api? Background The docs seem to indicate this is straightforward, just use object dot notation and a type of ...
9
votes
2answers
2k views

Connected apps available via Metadata API?

When developing apps for the AppExchange, we use a development workflow in which each developer has their own DE org, but commits to a common source code repository (git in this case). We then use a ...
3
votes
1answer
435 views

Can I save anything in the *-meta.xml file?

Every .page, .cls, etc... has a *-meta.xml file (at least as viewed from Eclipse). Here is an example for a sample page: <?xml version="1.0" encoding="UTF-8"?> <ApexPage xmlns="http://soap....
3
votes
1answer
3k views

Get all page-layouts for an object via API

I am attempting to get all page-layouts (w/ details) for a given object via the API. Currently using describeLayout which gives me the details I would need about a layout, the problem with this is ...
5
votes
1answer
1k views

How do i retrieve all installed packages names through API?

I am using RetrieveRequest object to retrieve packaged and unpackaged components. Part of the code is: String[] packageName = {"Salesforce for Google AdWords"}; RetrieveRequest retrieveRequest = new ...
19
votes
7answers
10k views

How to get a list of the managed packages (including version numbers) installed in an org?

For a continuous integration setup, I only want to install/upgrade some packages (through the new InstalledPackage mechanism) when necessary. I've looked at the Metadata WSDL (and documentation) and ...
4
votes
1answer
674 views

Default states missing when state and country picklists are enabled

I've had the "state and country picklist" feature enabled in a production org today. The documentation says: In this beta release, 239 countries are provided by default, as well as the states and ...
10
votes
2answers
9k views

Access to State and Country Picklist values through Apex or API?

I recognize that State and Country Picklists are still a "Beta" feature, but does anyone know if, in Summer 13, its possible to get at the State and Country Picklist Values through either the Apex ...
11
votes
4answers
922 views

Class and Trigger packageVersions elements missing in meta XML files using Force IDE

Today two of my colleagues - one working on a na12 org and one working on a na15 org - have found that the meta.xml files that the Eclipse Force IDE pulls back for classes and triggers are missing the ...
2
votes
2answers
703 views

Is metadata api missing Record Type assignments in permission sets?

we have a use case to insert permissionsets dynamically and assign the right type of record types for objects of that particular permission set. does metadata api has the record type assignment type ...
5
votes
5answers
3k views

Tool for determining object custom field use

Is there a good tool that checks the schema to determine custom fields and their use in triggers, page layouts, classes, etc? We have a couple objects that are getting close to the 500 max and it ...
7
votes
1answer
1k views

Customizing Package.xml for updating Sandboxes with Continuous Integration

I am setting up a continuous integration for a team development process using GitHub and Ant (and eventually Jenkins) and have a problem with deploying to dev sandboxes to keep them in sync with ...
4
votes
2answers
1k views

Update layout in post install script

I'm developing an app for the appexchange containing custom visualforce pages/components. Instead of asking the user to create custom fields and edit layouts to place the vf pages after the ...
6
votes
1answer
808 views

Are Field History tracking objects the only Salesforce objects that have fields of DisplayType “ANYTYPE”?

Field History tracking objects, such as "AccountHistory", "ContactHistory", etc., keep track of changes to field values on records of objects with History tracking enabled on those fields. The ...
2
votes
1answer
607 views

Create Public Group from an exception/does not contain/not equal to

I need to create a public group from 'Everyone' minus another smaller public group. The public group 'Everyone' is created from everyone under Role CEO and Internal Subordinates. The smaller group is ...
5
votes
1answer
731 views

Where to edit XML for “Lookup Filter” in Force.com

I created custom lookup fields for my custom object in web UI. Some of these lookup fields have lookup field filters. I need to create the same filter for many other similar lookup fields. I ...
4
votes
3answers
1k views

Keeping picklists on multiple objects in sync

We have picklists on a couple of different objects that we want to keep in sync. I looked at the idea exchange, but was wondering if there was a good practice way for keeping them in sync. My idea is ...
4
votes
1answer
319 views

Can't find ForecastingItem sObject in DescribeGlobalResult

We recently upgraded to salesforce API v27 (from 21). Documentation says that there are some new objects added between v21 and v27. ForecastingItem object is one such object. But when I get all the ...
3
votes
3answers
780 views

Removing managed package version information from meta files

I have the same problem that is mentioned in this question and while Andrew's answer explains WHY it happens, I would like to know: Is there any way to prevent/stop managed package version information ...
9
votes
3answers
2k views

Using Force.com IDE to move schema from 1 prod org to DE org

A [similar question] was asked here 1 Copying metadata and code from one Production org to another and I have a twist on this... Assuming there are two orgs, Prod1 and DE, or Prod1 and Prod2. ...
10
votes
1answer
102 views

Force.com IDE error 'NotAfter'

Any idea what's causing this error? It's happening on both the Force.com IDE and the Force.com plugin for Eclipse, on Windows XP 32 bit. Strangely it's ONLY happening for one particular ...
1
vote
3answers
1k views

Force.com IDE: Rookie Error?

I'm using the Force.com IDE for the first time and attempting to migrate all the meta-data from one instance to a brand new developer edition account. I am fine doing this piece by piece however long ...
1
vote
1answer
216 views

How is the presence or lack of managed package version data in APEX and VF meta files controlled?

From time to time I noticed that my meta files for Apex and Visualforce get changed to include specific references to managed packages version information as shown below. However, my classes don't ...
1
vote
1answer
1k views

Force.com IDE - Deploy Entire Org. to New Org [duplicate]

Possible Duplicate: Copying metadata and code from one Production org to another Quick Question. I'm trying to deploy an entire org.'s metadata into a new one, specifically its sandbox, but ...
1
vote
2answers
808 views

IDE errors shows up only in production, not sandbox

I've been able to update meta data on standard object picklist values and refresh them to our full sandbox, but am unable to do the same thing in production with out the following errors. System....
2
votes
1answer
1k views

Deploying source for a Managed Package to new development environments

Our Managed Package is quite large and we are looking to spin up a couple of new Developer Edition environments for our developers. I'm wondering how others are managing the initial metadata ...
1
vote
2answers
999 views

Unable to delete picklist values with force.com IDE

I was successful in adding picklist values through the IDE but unable to remove them directly from the metadata xml. Is there something I'm missing or is this a known issue.
8
votes
3answers
533 views

Can the PackageVersions element of the metadata be automatically updated

I'm working on an application that consists of a base package and an extension package. Every time I update the base package in the development environment, I have to change the <packageVersions>...
12
votes
2answers
4k views

Can I reset my dev Org?

I'm using my dev org for testing proposes and It's taking my many time to delete objects, data, rules and so on. It is possible to reset this account to original state?
3
votes
2answers
6k views

Salesforce - Mass Update Picklist Values

I would like to mass update picklist values in a custom object from picklist values in a standard object. In the absence of universal picklists, i am having to manage a few picklists in different ...
2
votes
1answer
2k views

How to fetch field details of a dynamically selected object?

I want to create a Visualforce page to have dynamic picklist of objects in the org. Once a user selects any value from the list, it will show the list of fields for that object in a table below with ...
0
votes
2answers
480 views

Download WorkflowOutboundMessage type from metadata API

Attempting to perform a deploy on a set of unpackaged Workflow Rules and I'm getting an error that my workflows are missing: WorkflowOutboundMessage - is it possible to download these in the IDE or ...
5
votes
1answer
973 views

How to handle non-Visualforce field ids in Selenium tests?

This old post Selenium Testing Best Practices describes the problem that the id values generated by the Force.com platform on default (layout-based) UI fields vary between orgs. So the normal practice ...
2
votes
1answer
1k views

Contents of the metadata deploy zip file to delete a class in a production org

I'd like to use the metadata API directly to delete a class from a production Org. In addition to deleting the class my goal is to learn about using the Metadata API. Hence I want to avoid using the ...
1
vote
1answer
464 views

Permission Set Metadata Missing Tab Visiblity?

I'm trying to get some new permission sets that grant access to custom tabs into source control, but the resulting metadata doesn't contain any tab visibilities. Is this a known hole in the metadata ...
5
votes
1answer
2k views

Programmatically obtain WSDL for Metadata API

It seems that there is a loose typed WSDL for SOAP API - Partner WSDL Is there something similar for Metadata API or can I get a WSDL for Metadata API programmatically?
17
votes
5answers
11k views

What is metadata?

I was looking through the working of VF page I read that it save the instruction as metadata. Can any body explain me in simple words that what is metadata.
6
votes
1answer
10k views

Page layout assignments with XML metadata API

How do I define page layout assignments for different record types via metadata XML files?