Custom Metadata Data Types

27
Salesforce World Tour Amsterdam | April 14, 2016 1

Transcript of Custom Metadata Data Types

Page 1: Custom Metadata Data Types

Salesforce World TourAmsterdam | April 14, 2016

1

Page 2: Custom Metadata Data Types

Speakers

Samuel MoysonDeveloper at ABSI@SamuelMoyson

2

Page 3: Custom Metadata Data Types

Custom Metadata Data Types

3

Page 4: Custom Metadata Data Types

Statement under the Private Securities Litigation Reform Act of 1995:

This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.

The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.

Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

Forward-Looking Statement

4

Page 5: Custom Metadata Data Types

Go Social!

@salesforcedevs #SalesforceTour #CustomMetadataSalesforce Developers

Salesforce Developers

Salesforce Developers

5

Page 6: Custom Metadata Data Types

Go to Developer User Groups!

Belgium: http://bit.ly/1Xqlu5p

The Netherlands: http://bit.ly/1Sbdzuo

Page 7: Custom Metadata Data Types

Agenda

1.Intro2.Standard Metadata Type vs Custom Metadata Type3.Creation of Custom Metadata Type4.Creation of Custom Metadata Records5.Custom Metadata Types in Managed Packages6.Not only point & click7.Demo8.Limits9.Roadmap 7

Page 8: Custom Metadata Data Types

Application configurations

Before

8

After

Custom Object

Custom Setting

Custom Metadata

Page 9: Custom Metadata Data Types

Why

▪Deploy metadata records, no need to create them everywhere

▪Visible for Apex Tests without SeeAllData = true▪Traceability (Audit Trail History)▪No install scripts for configuration data for managed

packages▪Source Control / Continuous integration

9

Page 10: Custom Metadata Data Types

Deployment

10

Custom Metadata Type

Custom Metadata Records

Page 11: Custom Metadata Data Types

Standard Metadata Type

Predefined attributes

11

Page 12: Custom Metadata Data Types

Custom Metadata Type

Self Defined attributes12

Page 13: Custom Metadata Data Types

Create Custom Metadata Type

13

Page 14: Custom Metadata Data Types

Create field

14

Managed packages

Page 15: Custom Metadata Data Types

Create Custom Metadata record with Salesforce interface

15

Page 16: Custom Metadata Data Types

Custom Metadata Loader

▪ https://github.com/haripriyamurthy/CustomMetadataLoader --- Haripriya Murthy

16

Page 17: Custom Metadata Data Types

Custom Metadata Loader

▪ CSV

▪ Import CSV

17

Page 18: Custom Metadata Data Types

Custom Metadata Loader

18

Page 19: Custom Metadata Data Types

Managed packages

19

Managed packages

Page 20: Custom Metadata Data Types

Managed Packages

20

Upgradable Subscriber Editable Locked

Package developer can change field value via package upgrade

Package Apex code change field value

Subscriber can change field value

An extension package can change field value

Extensions package’s Apex code can change field value

Page 21: Custom Metadata Data Types

Not only point & click..

Page 23: Custom Metadata Data Types

Limits

▪ 100 fields per Custom Metadata Type▪ 100 Custom Metadata Types per Organization▪ Unlimited SOQL query per transaction▪ 50.000 records returned per transaction▪ 200 Custom Metadata Types in one call▪ 10MB Custom Metadata per organization▪ 10MB Custom Metadata per certified managed package

23

Page 24: Custom Metadata Data Types

Roadmap (Safe Harbor)

▪ Relationships (Beta - Summer ‘16, GA - Winter ‘17)▪ Long text areas (Spring ‘17)▪ Trailhead (may-june?)▪ Triggers..

Ability to update Metadata from Apex (Apex Metadata API)

24

Page 25: Custom Metadata Data Types

25

Page 26: Custom Metadata Data Types

Questions

Page 27: Custom Metadata Data Types

Thank You

27