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Ceptes R&D
Jagadeesh
Vijay
Amit
Gowthami
Prateek
Custom Metadata Types
Custom Metadata Types
App Configuration Records?
Standard Configuration Records Custom Configuration Records
Workflow rules Custom Labels
Remote Site Settings Custom Settings
Validation Rule Custom metadata type
Permission Set
Custom Metadata
Deployable Objects and Data (including Managed Packages).
Not editable via Apex (but updatable via Metadata API).
Does not count towards query limits.
Public/Protected Visibility in managed package.
Cached after first head.
Complex data types(including lookups, long text area).
10MB org limit.
Ref: https://github.com/forcedotcom/CustomMetadataLoader
Why CMT and not Custom setting or Custom object?
Key Drivers
Portability
Traceability
Leverage Metadata API deployment tools (change sets).
Eliminate human errors.
Extensibility of architecture to support automated deployments through CI.
Comparison Table
Configuration objects
Lightning Connect
❖ Integrating data from External Systems(Salesforce/any other) without a single
line of code.
❖ It enables us to view, search and modify the records of external system from
within salesforce and it sync the data.
❖ One can use any of the following 3 protocols to integrate:
➢ OData 2.0 adapter | 4.0 adapter REST based protocol.
➢ Cross-org adapter REST based protocol.
➢ Custom adapter created via Apex.
Why Lightning Connect ?
Custom Objects Vs. External Objects
Feature Custom Objects External Objects
Data stored in salesforce org, Sharing Yes No
Read Yes Yes
Write Yes Yes(limited)
Tabs, layouts, Visualforce Yes Yes
Field level security, REST and SOAP API Yes Yes
Reports and Analytics Yes Yes(limited)
Formula fields, Workflows, Triggers Yes Not yet
Relationship Allowed Child
Objects
Allowed Parent
Objects
Parent Field for
Matching Records
Lookup Standard
Custom
External
Standard
Custom
Salesforce Record ID
External Lookup Standard
Custom
External
External External Id Standard
Field
Indirect Lookup External Standard
Custom
Select a custom field
with External Id and
unique attributes
Types of Relationships Available for External Objects
Sync.
❖ Sync. copies only metadata and it doesn’t copy any data from
external system.
❖ Syncing is a one time process. If external system schema is
changed it doesn’t sync changes automatically to salesforce org,
have to resync the objects.
❖ Data types
Limitations:
❖ Maximum external objects per org - 100
❖ Maximum joins per query across external and other types of objects - 4
❖ Maximum new rows retrieved by SOSL and salesforce searches per hour - 1,00,000
❖ Maximum new rows retrieved or created per hour - 50,000
❖ OData callouts per hour for Developer Edition - 1000
❖ OData callouts per hour for Enterprise, Professional, Unlimited - 10,000
❖ Maximum HTTP Request size for OData - 8 MB
❖ Maximum HTTP Response size for OData - 8 MB
❖ External objects doesn’t support following functions:
AVG(), COUNT(field), MIN(), MAX(), SUM(), EXCLUDES,
INCLUDES, LIKE, TYPEOF, WITH, FOR VIEW, FOR REFERENCE, toLabel()
Thank you

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Custom Metadata Types

  • 3. App Configuration Records? Standard Configuration Records Custom Configuration Records Workflow rules Custom Labels Remote Site Settings Custom Settings Validation Rule Custom metadata type Permission Set
  • 4. Custom Metadata Deployable Objects and Data (including Managed Packages). Not editable via Apex (but updatable via Metadata API). Does not count towards query limits. Public/Protected Visibility in managed package. Cached after first head. Complex data types(including lookups, long text area). 10MB org limit. Ref: https://github.com/forcedotcom/CustomMetadataLoader
  • 5. Why CMT and not Custom setting or Custom object? Key Drivers Portability Traceability Leverage Metadata API deployment tools (change sets). Eliminate human errors. Extensibility of architecture to support automated deployments through CI.
  • 9. ❖ Integrating data from External Systems(Salesforce/any other) without a single line of code. ❖ It enables us to view, search and modify the records of external system from within salesforce and it sync the data. ❖ One can use any of the following 3 protocols to integrate: ➢ OData 2.0 adapter | 4.0 adapter REST based protocol. ➢ Cross-org adapter REST based protocol. ➢ Custom adapter created via Apex. Why Lightning Connect ?
  • 10. Custom Objects Vs. External Objects Feature Custom Objects External Objects Data stored in salesforce org, Sharing Yes No Read Yes Yes Write Yes Yes(limited) Tabs, layouts, Visualforce Yes Yes Field level security, REST and SOAP API Yes Yes Reports and Analytics Yes Yes(limited) Formula fields, Workflows, Triggers Yes Not yet
  • 11. Relationship Allowed Child Objects Allowed Parent Objects Parent Field for Matching Records Lookup Standard Custom External Standard Custom Salesforce Record ID External Lookup Standard Custom External External External Id Standard Field Indirect Lookup External Standard Custom Select a custom field with External Id and unique attributes Types of Relationships Available for External Objects
  • 12. Sync. ❖ Sync. copies only metadata and it doesn’t copy any data from external system. ❖ Syncing is a one time process. If external system schema is changed it doesn’t sync changes automatically to salesforce org, have to resync the objects. ❖ Data types
  • 13. Limitations: ❖ Maximum external objects per org - 100 ❖ Maximum joins per query across external and other types of objects - 4 ❖ Maximum new rows retrieved by SOSL and salesforce searches per hour - 1,00,000 ❖ Maximum new rows retrieved or created per hour - 50,000 ❖ OData callouts per hour for Developer Edition - 1000 ❖ OData callouts per hour for Enterprise, Professional, Unlimited - 10,000 ❖ Maximum HTTP Request size for OData - 8 MB ❖ Maximum HTTP Response size for OData - 8 MB ❖ External objects doesn’t support following functions: AVG(), COUNT(field), MIN(), MAX(), SUM(), EXCLUDES, INCLUDES, LIKE, TYPEOF, WITH, FOR VIEW, FOR REFERENCE, toLabel()