How do I use custom metadata in Formula field salesforce?

How do I use custom metadata in Formula field salesforce?

Reference a Custom Metadata Type Field in a Formula

  1. From Setup, go the Object Manager tab, then click Account.
  2. Click Fields & Relationships, then click New.
  3. Select Formula, then click Next.
  4. For the Field Label, type Amount Until Next Tier .
  5. For the Formula Return Type, select Currency.

What is custom metadata and custom settings in Salesforce?

Custom metadata type in salesforce is customizable, deployable, packageable, and upgradeable application metadata. Custom metadata types are mainly used for app configuration. Custom Metadata Types are similar to Custom Settings in Salesforce, except that they are deployable and packagable.

What is custom metadata used for in Salesforce?

Custom Metadata Type let you use records to configure your app without worrying about migrating those records to other orgs. You can deploy the records of custom metadata types from a sandbox with change sets or packaged in managed packages instead of transferring them manually.

How to create custom metadata types in Salesforce?

From Setup, go to the Object Manager tab and click Account. Click Fields & Relationships, then click New. Select Picklist, then click Next. For the Field Label, type Support Tier. Add three values for the picklist field: Bronze, Silver, and Gold. Select Required.

Can a custom field be added to a metadata field?

This type extends the Metadata metadata type and inherits its fullName field. Only standard fields that you can customize are supported, that is, standard fields to which you can add help text or enable history tracking or Chatter feed tracking.

When to use a relationship field in metadata?

Use metadata type relationship fields when needed. Declaratively define a custom metadata type with a relationship field that references another custom metadata type, the entity definition, or a field definition. Add records to custom metadata types that have relationship fields.

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.