Are you using custom settings or custom objects to store configuration data in your Salesforce app? This is so last century! If you want to party with all the cool kids on the block, you need to start using custom metadata types! In this session we’ll provide an overview of custom metadata types and why they are the configurational engine for your apps and packaged and will take an existing Salesforce app which uses custom settings and refactor it in real time to use custom metadata types instead, changing Apex classes, post-install scripts, tests, validation rules, and formula fields. You will also have a chance to get a first look at a new SFDX CLI plugin that makes working with custom metadata types easier!

1. Live Refactoring Custom Settings into
Custom Metadata Types
by Vladimir Gerasimov

2. #CD19
Born and raised in Omsk, Russia
(hello, Jaromir Jagr!)
Based in San Francisco, CA
Follow me on twitter: @vladimge
Director, Product Management
Salesforce

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Forward Looking Statement

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Data vs Metadata Objects
Data Objects
For the business
Used by users
Metadata Types
For the app
Used by admins

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Standard vs Custom Metadata Types
Standard
Built by Salesforce
Custom
Built by Admins
Data Objects
For the business
Used by users
Account Invoice
Contact Warranty
Opportunity Project
Metadata Types
For the app
Used by Admins
Validation Rules Stock Point Rule
Account Settings Warranty Settings
CO Translations VAT Rules

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Key Differentiators For CMTs
Functionality
List Custom
Settings
Hierarchical
Custom
Settings
Custom
Objects
Custom
Metadata
Types
Unlimited calls / queries Y Y N Y
Retrieve / deploy & package install records N N N Y
Protect (hide) the object Y Y N Y
Protect (hide) individual records N N N Y
Control over editability of fields N N N Y
Setup audit trail history of records N N N Y
Picklists, long text area and relationship fields N N Y Y
Reference records in declarative tools N Y Y Y

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● New limit on how many CMTs you can create: 200
● Reference records of CMTs in process builder
● Reference records of CMTs in formula fields
● Reference records of CMTs in field default values
● Reference records of CMTs in validation rules
Some New Features You Might Have Missed

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● When you insert a Lead, the app uses Country and Industry fields to
set the right Record Type.
● The mapping is stored as custom settings records.
Let’s see how we can convert it to custom metadata types!
Record Type Mapping Example

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DEMO

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Custom Metadata Types in Tests

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Custom Metadata Types in Tests

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● Better secret management for CMTs:
○ In your local orgs
○ In the next generation packaging
● New CLI plugin for CMTs
● Sync updates for CMTs
● VLOOKUP for CMTs in formulas
What’s Next?

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● Check out our new “Custom Metadata Types” modules
● Join Custom Metadata Types Trailblazer group
● The "before" version (custom setting): https://sfdc.co/repo-CS
● The "after" version (custom metadata types): https://sfdc.co/repo-CMT
Helpful Resources
Custom Metadata Types Basics
Programmatic Development with Custom Metadata Types

14. Thank you!