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What Are the Different Salesforce Metadata Types

Familiarity with the various Salesforce metadata types helps you better address them. Here's what you need to know.

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What Are the Different Salesforce Metadata Types

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  1. What Are the Different Salesforce Metadata Types? www.autorabit.com & www.codescan.io/

  2. Salesforce Metadata  • Metadata exists behind the scenes of every aspect of our Salesforce platforms. It’s important that we understand and appreciate the role it plays in the health of our environments. • The different Salesforce metadata types can be confusing. We’ve all heard the definition of metadata as “data about data” but that doesn’t truly encapsulate the way it impacts a Salesforce instance. www.autorabit.com & www.codescan.io/

  3. Here’s what you need to know about the different Salesforce metadata types: • Platform Metadata • Custom Metadata • Increasing Complexity • Properly Handling Metadata • Protecting Metadata • Addressing Technical Debt • Metadata and Compliance www.autorabit.com & www.codescan.io/

  4.  Platform Metadata • Platform metadata refers to information that describes functions and fields within your Salesforce environment. Custom Metadata • Custom metadata allows you to create relationships between objects within Salesforce. • For example, this could define which cities belong to which states or countries, business logic or rules that define workflow or business processes, or how data is handled or validated. www.autorabit.com & www.codescan.io/

  5. Increasing Complexity • Metadata defines, captures, and relies on these existing relationships which create dependencies over time. • The clicks-not-code mindset opens the world of software development up to people that aren’t as experienced with the mechanics of programming.  Properly Handling Metadata • Mapping dependencies and maintaining a clear view of the structure of objects and their relationships enables your team to make customizations and changes without unforeseen impacts on your Salesforce environment. www.autorabit.com & www.codescan.io/

  6. Protecting Metadata • All Salesforce metadata types need to be protected as vigorously as other system data sets. • This can be done through a variety of tactics. And when it comes to data security, you need to make use of every available means of protection. For example, including your metadata in backup snapshots is an essential aspect of maintaining proper functionality. Addressing Technical Debt • Finding and eliminating technical debt with the help of a static code analysis tool assists functional metadata by removing factors that can slow your system down. www.autorabit.com & www.codescan.io/

  7.  Metadata and Compliance • Metadata needs to be included in data security measures or companies risk falling out of compliance with regulatory guidelines. • All Salesforce metadata types—both platform and custom metadata—have the potential to expose sensitive information if they aren’t properly protected. www.autorabit.com & www.codescan.io/

  8. Develop High Quality, Secure Code! Get Started :  https://www.codescan.io/request-a-demo/ www.autorabit.com & www.codescan.io/

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