{"id":3766,"date":"2023-03-14T14:21:18","date_gmt":"2023-03-14T14:21:18","guid":{"rendered":"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/?p=3766"},"modified":"2023-03-14T14:21:18","modified_gmt":"2023-03-14T14:21:18","slug":"cotswolds-salesforce-community-group-custom-metadata","status":"publish","type":"post","link":"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/cotswolds-salesforce-community-group-custom-metadata\/","title":{"rendered":"Cotswolds Salesforce Community Group: Custom Metadata"},"content":{"rendered":"\n<p>Coacto and Routine Automation were pleased to support the Cotswolds Salesforce Community Group in person on Thursday 2nd March at The Workplace in Cheltenham. The first event of 2023 was a huge success, with many members attending both in person and online to hear Michelle Hansen speak.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"iframe-video\"><iframe loading=\"lazy\" title=\"Cotswolds Salesforce Community Group | March 2023\" width=\"1200\" height=\"675\" src=\"https:\/\/www.youtube.com\/embed\/nrmqM2CfsGE?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<p>We&#8217;ll be sharing some of the important points from each speaker&#8217;s session over the next few weeks. Our next speaker blog takeaway is Michelle Hansen engaging session, which provides us an insight of what Custom Metadata is (see below):<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Michelle Hansen, Slalom<\/h3>\n\n\n\n<p>Michelle demonstrated Custom Metadata, which is as simple to set up as a custom object and flexible enough to help you solve a variety of problems. Showed us what Custom Metadata is and how it is used in Flow to address a common use case, as well as other ideas for how you can use this incredibly versatile tool as a Salesforce Administrator!<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Custom Metadata<\/h3>\n\n\n\n<p>Michelle described Custom Metadata as easy as building a custom object! But what can be used for?<\/p>\n\n\n\n<p><strong>Mapping data \/ Building relationships between data types<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Mapping states or countries to regions<\/li>\n<\/ul>\n\n\n\n<p><strong>Creating business rules<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Setting to whom specific email alerts should be sent based on custom criteria<\/li>\n<\/ul>\n\n\n\n<p><strong>Creating master data<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Build records to hold standard charges or discounts for different opportunity types<\/li>\n<\/ul>\n\n\n\n<p><strong>Protected Information<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Storing API keys securely in a protected package<\/li>\n<\/ul>\n\n\n\n<p>Michelle also pointed out the limitations of Custom Metadata:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Not reportable<\/li>\n\n\n\n<li>Not mass creatable\/uploadable<\/li>\n\n\n\n<li>Navigation Challenges<\/li>\n\n\n\n<li>Not every field type is supported<\/li>\n\n\n\n<li>Auto-Number, Formula, Currency, Geolocation, Picklist (Multi-Select), Text Area (Rich), Text (Encrypted), Time<\/li>\n\n\n\n<li>Lookups only supported between Custom Metadata Types<\/li>\n<\/ul>\n\n\n\n<p>Have a look at our summary video of the session that Michelle delivered:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"iframe-video\"><iframe loading=\"lazy\" title=\"What is Custom Metadata? By Michelle Hansen\" width=\"1200\" height=\"675\" src=\"https:\/\/www.youtube.com\/embed\/Uke09uxFvEY?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Coacto and Routine Automation were pleased to support the Cotswolds Salesforce Community Group in person on Thursday 2nd March at The Workplace in Cheltenham. The first event of 2023 was a huge success, with many members attending both in person and online to hear Michelle Hansen speak. We&#8217;ll be sharing some of the important points from each speaker&#8217;s session over the next few weeks. Our [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":3767,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[13,20,11],"class_list":["post-3766","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","tag-coacto","tag-cotswolds-user-group","tag-salesforce"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Cotswolds Salesforce Community Group: Custom Metadata - Coacto Consultants<\/title>\n<meta name=\"description\" content=\"Michelle demonstrated Custom Metadata, which is as simple to set up as a custom object and flexible enough to help you solve a variety of problems. Showed us what Custom Metadata is and how it is used in Flow to address a common use case, as well as other ideas for how you can use this incredibly versatile tool as a Salesforce Administrator!\" \/>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Cotswolds Salesforce Community Group: Custom Metadata - Coacto Consultants\" \/>\n<meta property=\"og:description\" content=\"Michelle demonstrated Custom Metadata, which is as simple to set up as a custom object and flexible enough to help you solve a variety of problems. 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