Contents
How do you map a new record type with custom metadata?
Map Person Accounts in Health Cloud
- From Setup, in the Quick Find box, enter Custom Metadata , and then select Custom Metadata Types.
- In the list of custom metadata types, click Manage Records next to the Individual Record Type Mapper custom settings.
- Click New.
- Enter Person Account as the label for the mapping record.
How do I use custom metadata in Salesforce flow?
Create a Flow That References a Custom Metadata Type Record Let’s create our flow: From Setup, enter Flows in the Quick Find box, then select Flows. Click New Flow, select Screen Flow, and click Create. From the Elements tab in the toolbox, drag Get Records onto the canvas.
How do I create a custom record type in Salesforce?
Create a new account record type called Customer Account.
- From Setup, click Object Manager and select Account.
- Select Record Types, click New, and fill in the details.
- In the Make Available column header, deselect the checkbox.
- In the Make Available column, select these profiles.
- Click Next.
How to reference a custom metadata type record?
You reference a custom metadata type record by clicking Insert Field and traversing down to the field that you want to include in your validation rule. For Error Message, type Dollar value too low for this support tier, then click Save.
What is the default discount for custom metadata?
Default discount is the automatic discount applied to a specific tier. After you create the type with all its fields, add custom metadata type records. The custom metadata type records store configuration data.
How to view support tier custom metadata type?
To view or add records to the Support Tier custom metadata type, click Manage Records. To view the details of the Support Tier custom metadata type, click Support Tier. If you’re a developer, after you create these individual records you can build custom functionality using SOQL and Apex to get your app working the way you need it to.
How to add custom fields to metadata types?
Adding a custom field to a custom metadata type is just like adding a custom field to a standard or custom object. In the Custom Fields section of the Support Tier page, click New . Select Percent, then click Next. For Field Label, type Default Discount. For length, type 2.