Custom Metadata Editor

Create and manage custom metadata types in Salesforce with Crudspace.io

Custom Metadata Editor

The Custom Metadata Editor in Crudspace.io provides a powerful interface for creating, editing, and managing custom metadata types and records in Salesforce. This feature simplifies the process of working with custom metadata, which is essential for configuration-driven development.

Overview

Custom metadata types in Salesforce allow you to create application metadata that can be packaged and deployed. The Custom Metadata Editor offers:

  • A unified interface for managing custom metadata types
  • Bulk creation and editing of custom metadata records
  • Advanced filtering and search capabilities
  • Import and export functionality for custom metadata records

Accessing the Custom Metadata Editor

To access the Custom Metadata Editor:

  1. Log in to Crudspace.io
  2. From the left sidebar, click on "Custom Metadata Editor"

Interface Components

Type Selector

The left sidebar displays a list of all available custom metadata types in your Salesforce org:

  • Standard Types: Metadata types provided by Salesforce
  • Custom Types: Organization-specific custom metadata types

Records Table

The main area displays a table of records for the selected custom metadata type with columns for:

  • Label: The display name of the metadata record
  • Developer Name: The unique API name of the record
  • Field Values: Columns for each field on the custom metadata type

Action Buttons

Above the table, you'll find action buttons:

  • New: Create new custom metadata records
  • Edit: Edit selected records
  • Delete: Remove selected records
  • Import: Import records from CSV or JSON
  • Export: Export records to CSV or JSON
  • Refresh: Reload the current view

Working with Custom Metadata

Viewing Custom Metadata Records

  1. Select a custom metadata type from the Type Selector
  2. The Records Table will display all records for that type
  3. Use filters and search to narrow down the results

Creating New Records

  1. Select the custom metadata type you want to add records to
  2. Click the "New" button
  3. In the "New Record" dialog:
    • Enter a Label (display name)
    • Enter a Developer Name (API name)
    • Fill in values for all required fields
  4. Click "Save" to create the record

Editing Records

  1. Select the record(s) you want to modify in the Records Table
  2. Click the "Edit" button
  3. Modify the values as needed
  4. Click "Save" to apply your changes

Deleting Records

  1. Select the record(s) you want to remove
  2. Click the "Delete" button
  3. Confirm the deletion in the dialog
  4. The records will be removed from Salesforce

Bulk Operations

The Custom Metadata Editor supports bulk operations to efficiently manage records:

Bulk Edit

  1. Select multiple records in the Records Table
  2. Click "Edit" to open the bulk edit dialog
  3. Modify the values that should be applied to all selected records
  4. Click "Save" to apply the changes to all selected records

Import Records

  1. Click the "Import" button
  2. Select your import format (CSV or JSON)
  3. Upload your file or paste content directly
  4. Map fields if necessary
  5. Click "Import" to create or update records

Export Records

  1. Select the records you want to export (or leave all unselected to export all)
  2. Click the "Export" button
  3. Choose your export format (CSV or JSON)
  4. Save the exported file

Advanced Features

Field Filters

Filter records based on field values:

  1. Click the filter icon next to a column header
  2. Select your filter operator (equals, contains, starts with, etc.)
  3. Enter the filter value
  4. The table will update to show only matching records

Record Search

Quickly find specific records:

  1. Enter a search term in the search box
  2. The table will filter to show only records matching your search term

Best Practices

  • Naming Conventions: Use consistent naming conventions for custom metadata records
  • Documentation: Maintain documentation about the purpose and usage of each custom metadata type
  • Field Descriptions: Add clear descriptions to fields to help others understand their purpose
  • Version Control: Export and store custom metadata in version control for tracking changes
  • Deployment Planning: Plan deployments carefully to ensure custom metadata changes don't break functionality

Use Cases

The Custom Metadata Editor is valuable for several scenarios:

  1. Configuration Management: Store application configuration in custom metadata
  2. Feature Toggles: Implement feature flags using custom metadata
  3. Business Rules: Store business rules and validation criteria
  4. Lookup Data: Manage reference data that changes infrequently
  5. Integration Settings: Store endpoint URLs, authentication settings, and other integration parameters

Related Documentation

Object MetadataLogs Explorer