Get Started With Custom Metadata Types in Salesforce

Custom Metadata Types in Salesforce

Custom Metadata Types (CMDTs) in Salesforce offer a powerful way to manage and customize application data without the complexities associated with traditional custom objects. They provide a convenient method for creating customizable, reusable, and deployable sets of metadata that can be leveraged across multiple Salesforce orgs and packages. This guide will walk you through the fundamentals of Custom Metadata Types, including their benefits, use cases, creation, deployment, and best practices.

Introduction to Custom Metadata Types:

Custom Metadata Types (CMDTs) in Salesforce allow developers to create custom metadata and deploy it across various orgs. Unlike custom objects, CMDTs don’t count against data storage limits and can be deployed with metadata tools. They store configurations, settings, and data that can be easily accessed and modified by code without the need for complex data migration. CMDTs streamline the customization process, enabling administrators to manage configurations more efficiently. They offer greater flexibility and scalability, making them ideal for storing application configurations, business rules, and other metadata that needs to be maintained across different environments.

Key Features and Benefits Custom Metadata in salesforce:

Custom Metadata Types (CMDTs) in Salesforce offer a range of key features and benefits that significantly enhance the flexibility, scalability, and efficiency of managing configurations and data within the Salesforce platform. Below, we delve into the key features and advantages of Custom Metadata in Salesforce:

1. Metadata-Driven Architecture:

2. Data Isolation:

3. Deployment and Versioning:

4. Dynamic Access and Modification:

5. Relationships and Hierarchies:

6. Localization and Multi-Language Support:

7. Governance and Compliance:

8. Migration and Sandbox Testing:

9. Lightning App Builder Integration:

10. Packageable Configurations:

11. Scalability and Performance:

12. Auditing and Tracking:

13. Integration with Salesforce Features:

14. External Integration Support:

Use Cases for Custom Metadata Types:

Custom Metadata Types (CMDTs) in Salesforce provide a versatile framework for managing custom configurations and data structures. They offer numerous use cases across various industries and business scenarios. Here, we’ll delve into some detailed examples:

1. Global Application Settings:

2. Feature Toggles and Flags:

3. Business Rules and Validation Logic:

4. Configuration Settings for Integrations:

5. Custom Metadata for Custom Applications:

6. Localization and Multi-Language Support:

7. Data-driven User Interfaces:

8. Custom Reports and Dashboards:

9. Data Partitioning and Tenancy:

10. Version Control and Rollback:

Best Practices for Custom Metadata Types:

Custom Metadata Types (CMDTs) in Salesforce offer a powerful way to extend the platform’s metadata model, allowing you to create custom sets of data that are customizable, deployable, and upgradeable. Here are some best practices for working with Custom Metadata Types:

1. Plan Your Data Model Carefully:

Just like with any data modeling exercise, start by planning your custom metadata types carefully. Think about the data you need to store and how it relates to your organization’s processes. This includes considering relationships between different metadata types and how they’ll be used in your organization.

2. Consider Performance Implications:

Custom Metadata Types are optimized for reading, but writes can be more expensive in terms of performance compared to Custom Settings. Be mindful of performance implications, especially if you’re planning to use large volumes of custom metadata records or complex queries.

3. Use Relationships:

Custom metadata types to model complex data structures. This can help keep your data organized and make it easier to query and maintain.

4. Hierarchical Relationships:

CMDTs support hierarchical relationships, allowing you to create parent-child relationships between records. This can be useful for modeling hierarchical data structures in your organization.

5. Field Types Wisely:

Choose the appropriate field types for your custom metadata fields. Consider whether a field should be text, picklist, number, or another data type based on the nature of the data it will store.

6. Keep Data Integrity in Mind:

Enforce data integrity rules where necessary. While Salesforce doesn’t provide built-in validation rules for custom metadata types, you can enforce data integrity through triggers or validation rules on the objects that reference custom metadata.

7. Consider Integration Requirements:

If you plan to integrate your Salesforce org with external systems, consider how custom metadata types will be used in those integrations. Ensure that the data stored in custom metadata types aligns with the requirements of your integrations.

8. Test Thoroughly:

Custom development in Salesforce, thoroughly test your custom metadata types in a sandbox environment before deploying them to production. This includes testing the functionality of your custom metadata records as well as any automation or business logic that relies on them.

9. Document Your Metadata:

Document your custom metadata types and records thoroughly, including their purpose, usage, and any dependencies. This will make it easier for other developers and administrators to understand and maintain your custom metadata.

10. Consider Packaging and Deployment:

If you’re building a managed package or deploying changes between environments, consider how custom metadata types fit into your packaging and deployment strategy. Custom metadata types can be deployed using metadata API or Salesforce CLI.


Custom Metadata Types (CMDTs) in Salesforce offer a flexible and scalable solution for extending the platform’s metadata model to accommodate custom data requirements. By carefully planning the data model, leveraging relationships, and considering performance implications, organizations can create robust configurations that align with their business processes. CMDTs support hierarchical relationships and a variety of field types, allowing for the modeling of complex data structures.

It’s important to maintain data integrity, thoroughly test configurations, and document metadata for ease of understanding and maintenance. CMDTs are especially valuable for integrating with external systems and can be deployed using metadata API or Salesforce CLI. Overall, by following best practices, organizations can harness the power of Custom Metadata Types to streamline development, enhance customization, and optimize the Salesforce platform to meet their unique needs.

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