Delve into Salesforce customization with Custom Metadata, Custom Settings, and Custom Labels. Learn to tailor CRM to unique needs, manage data efficiently, and create multilingual interfaces. Join us for insights into optimizing Salesforce for peak efficiency and personalized user experiences

2. Ghulam Mohayyudin(Group Leader)

4. Agenda
● What is Custom Settings
● What is Custom Metadata Types
● What is Custom Label
● Difference between Custom Settings and Custom Metadata Types
● Use Custom Settings and Custom Metadata Types in Code
● Demo

5. What Is Custom Setting?
● Custom settings are similar to custom objects in that they let you customize org data
● It has a suffix of “__C” like custom object
● Custom settings data is exposed in the application cache, which enables efficient access without the
cost of repeated queries to the database
● Custom settings can be associated with an organization, profile or a specific user.
● The visibility of the custom setting can be controlled by marking it as public or protected.
● Custom Settings data set can be used in Formula fields, Validation rules, flows, Apex and SOAP
API.

6. Types of Custom Setting
● List Custom Settings
○ Same Data for every user in the org
● Hierarchy Custom Settings
○ Data can be fetched based on profile and user

7. Custom Fields Supported in Custom Setting

8. What Is Custom Metadata Type?
● A custom metadata type is an object that is used to define the structure for application metadata.
● Custom Metadata type data is exposed in the application cache, which enables efficient access
without the cost of repeated queries to the database
● The fields of custom metadata types, and the values in the fields, consist only of metadata.
● Records of custom metadata types are deployable and with across the environment change sets or
packaged in managed packages.
● Custom metadata types set can be used in Formula fields, Validation rules, flows, Apex and SOAP
API.

9. Custom Fields Supported in Custom Metadata
Type

10. What Is Custom Label?
● Custom labels are custom text values.
● Custom labels can be accessed from Apex classes, Visualforce pages, Lightning pages, or
Lightning components.
● You can create up to 5,000 custom labels for your organization
● they can be up to 1,000 characters in length
● Custom labels from managed packages don’t count toward this limit.
● Custom labels can be used in Formula fields, Validation rules, flows, Apex and SOAP API.

11. How to access custom lebel
• In Apex use the System.Label.Label_name syntax.
• In Flow Builder, use the $Label global variable.
• In Visualforce, use the $Label global variable.
• In Aura components, use the $Label.c.labelName syntax for the default
namespace or $Label.namespace.labelName if your org has a namespace or
to access a label in a managed package.
• In Lightning web components, import the label using
the @salesforce/label/namespace.Label_name syntax.
• In Lightning App Builder component labels and attributes, use
the {!$Label.customLabelName} expression.

12. Custom Metadata Types VS Custom Settings
Custom Settings Custom Metadata Types
Type
Custom Settings are also similar to custom objects. You can
either create a List based or hierarchy based custom
setting.
Custom metadata does not support Hierarchy type of data
based on user profile or a specific user.
Deployment
Custom settings data cannot be deployed using packages
or Metadata API/Change Sets.
Custom metadata types data can be easily packaged and
deployed. Metadata types can also be deployed via Change
Sets/Metadata API.
Relationship Field Custom settings do not support relationship fields. You can create lookups between Custom Metadata objects.
Suffix It has a suffix of “__C” like custom object It has a suffix of “__mdt”
Test Class Custom setting data is not visible in test classes.
Custom metadata types are visible in test class without the
“SeeAllData” annotation.
DML in Apex
You can perform CUD (Create, Update, Delete) operation
on custom setting in apex.
You cannot perform CUD (Create, Update, Delete)
operation on custom metadata type in apex.
SOQL
You can access custom setting data using instance
methods and can avoid SOQL queries to database
With custom metadata types, you can issue unlimited
(SOQL) queries for each Apex transaction. But methods are
also available.

13. Custom Metadata Types VS Custom Settings

14. Access Custom Settings in Code
● Formula Fields (work for hierarchy custom settings; they can’t be used for list custom settings.)
{!$Setup.CustomSettingName__c.CustomFieldName__c}
● Hierarchy Custom Settings
getOrgDefaults method to return the data set values for the organization level:
CustomSettingName__c mc = CustomSettingName__c.getOrgDefaults();
getInstance method to return the data set values for the specified profile. The getInstance method can also be used with a user ID.
CustomSettingName__c mc = CustomSettingName__c.getInstance(Profile_ID);
● List Custom Settings
Map<String, CustomSettingName__c> mcs = CustomSettingName__c.getAll();
CustomSettingName__c mc = CustomSettingName__c.getValues(data_set_name);

15. Access Custom Metadata Type in Code
● List<Demo__mdt> demo = Demo__mdt.getAll().values();
● Map<String, Demo__mdt > mcs Demo__mdt.getAll();
● Demo__mdt mc = Demo__mdt.getInstance('m00000000000001');
● Demo__mdt[] testCustomMedataData = [SELECT MasterLabel, QualifiedApiName, Custom_Field__c
,Minimum_Support_Level__c FROM Demo__mdt];

16. Demo