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Stop Hard Coding Ids in Salesforce - How to Use Custom Metadata Types in Flows 1 год назад


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Stop Hard Coding Ids in Salesforce - How to Use Custom Metadata Types in Flows

You have heard time and time again, do not hard code Ids into your validation rules, flows and other Salesforce development. But you don't quite understand how to use Custom Metadata Types to help you solve this problem. This video will show you how to setup a solution for storing the names and Ids for all Record Types on all objects in Salesforce that you can add to as necessary. We highly recommend going through the effort to set this up, it makes your deployments so much easier and less stressful when you only have to update the Id in one place. Plus, it is a Salesforce best practice! CHAPTERS: --------------------------------------------------- 0:00 Intro 0:25 Example of hard coded Id in screen flow 1:45 Create a Custom Metadata Type for Record Types 4:12 Add Records to new Record Type Setting 6:03 How to Query Custom Metadata Type in Flow 8:44 Test Flow 9:45 Wrap-up In you prefer a written how to with screenshots, check out the article from Blu Ninjas: https://bluninjas.com/how-tos/how-to-... About the Moderator: Cheryl Fernandes is a certified Salesforce Architect with 12 years of experience working on the Salesforce platform with a focus in the insurance and financial services industries. Despite not having an IT background, Cheryl found herself becoming the accidental admin at her previous company, and it turned out to be a life-changing opportunity. Fueled by her passion for Salesforce and the remarkable transformations it can bring, Cheryl took a leap of faith 7 years ago and started her own consultancy, Blu Ninjas. As a registered Salesforce partner, she has been providing exceptional services and solutions to clients, while continuously honing her expertise in the Salesforce ecosystem. Now, Cheryl is on a mission to inspire and empower Salesforce professionals worldwide through Blu Tiger Academy. Let us know what you are interested in, what business problems you cannot solve and what you would love to learn more about. Follow us on LinkedIn and check out our website for other how to articles: LinkedIn:   / fernandescheryl   Blu Ninjas on LinkedIn:   / blu-ninjas   Blu Ninjas How To's: https://bluninjas.com/how-tos/ #salesforce #salesforceadmin #salesforceohana #salesforceflow #salesoperations #salesforcedeveloper

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