How do I reference custom metadata in process builder?

How do I reference custom metadata in process builder?

1. Create a custom metadata type.
2. Create a custom field for your type named Minimum Revenue.
3. Create a record for your type, and name it FY20.
4. Reference the custom metadata record in Process Builder. $CustomMetadata.CustomMetadataTypeAPIName.RecordAPIName.FieldAPIName. Use the correct suffixes.

Can we use custom metadata type in process builder?

Enable custom metadata types to be able to be referenced in Process Builder. Jen Lee explains why this would be great in the idea Use Custom Metadata Types in Process Builder, Formulas/Validation Rules.

How to use custom metadata types in process builder?

Since custom metadata types is supposed to be the next generation of custom settings, I would LOVE and NEED custom metadata types to be able to be referenced in process builder (as we can in visual workflow currently) and in formulas and validation rules.

How do I deploy a custom metadata type?

The normal practice is you create an outbound change set (CS), add the custom metadata type and the fields to the change set and deploy. Right? Well, that’s not it! If you just add the object (custom metadata type) and the fields to the outbound and deploy, it won’t deploy the data/records in the custom metadata type.

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.

How to use custom metadata types in validation rules?

Custom metadata types ARE THE BOMB. Let’s make them EVEN BETTER! A small update on the progress. Custom Metadata Type Records in validation rules are GA now. Our current plan is to deliver support for formula fields and default values in Winter ’19 and focus on Process Builder after.