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Salesforce Configuration Notes

The document outlines Salesforce configuration options including Custom Metadata Types, Custom Settings, Custom Labels, and Static Resources, detailing their purposes, creation steps, and examples of use. Custom Metadata is preferred for deployable configurations, while Custom Settings are used for frequently accessed data. The document also emphasizes the importance of UI text management and file storage in Salesforce applications.

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6 views3 pages

Salesforce Configuration Notes

The document outlines Salesforce configuration options including Custom Metadata Types, Custom Settings, Custom Labels, and Static Resources, detailing their purposes, creation steps, and examples of use. Custom Metadata is preferred for deployable configurations, while Custom Settings are used for frequently accessed data. The document also emphasizes the importance of UI text management and file storage in Salesforce applications.

Uploaded by

FAKER. 10
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Salesforce Configuration Notes

1. Custom Metadata Types (CMDT)


Purpose: Store deployable configuration data used by applications.

Why Used:
- Avoid hardcoding values in Apex.
- Configuration can be deployed between environments.
- Faster access and cached by Salesforce.

Creation Steps:
1. Setup → Custom Metadata Types → New
2. Define fields
3. Create records using Manage Records

Example Apex:
Loan_Config__mdt config = Loan_Config__mdt.getInstance('HomeLoan');
Decimal rate = config.Interest_Rate__c;

Real Example:
Store loan interest rates for Home Loan, Car Loan, Education Loan.
Admins can change values without modifying code.

2. Custom Settings
Purpose: Store frequently accessed configuration data.

Types:
1. List Custom Settings – Multiple configuration records.
2. Hierarchy Custom Settings – Values based on User, Profile, or Organization.

Advantages:
- Cached for faster access.
- Can be accessed without SOQL.

Example Apex:
Withdrawal_Config__c config = Withdrawal_Config__c.getOrgDefaults();
Decimal limit = config.Daily_Limit__c;

Real Example:
Store daily withdrawal limits or tax percentages.
Note: Salesforce now recommends Custom Metadata instead.
3. Custom Labels
Purpose: Store reusable text values for UI messages and multi-language support.

Why Used:
- Avoid hardcoding UI text.
- Reusable across Apex, LWC, Validation Rules.
- Supports translations.

Creation:
Setup → Custom Labels → New Custom Label

Apex Example:
String message = Label.Welcome_Message;

LWC Example:
import welcomeMessage from salesforce label module.

Use Cases:
- Error messages
- Welcome messages
- Button labels

4. Static Resources
Purpose: Store files used in the Salesforce UI.

Examples:
- Images
- CSS files
- JavaScript libraries
- Fonts or PDFs

Creation:
Setup → Static Resources → Upload file

LWC Example:
Import resource URL and use in component.

Real Use Case:


Store bank logos, chart libraries, or CSS frameworks for UI.

5. Comparison Overview
Custom Labels → Text values used in UI
Custom Settings → Configuration data
Custom Metadata → Deployable configuration
Static Resources → Files such as images or libraries

Typical Architecture:
Custom Metadata → Business configuration
Custom Labels → UI text messages
Static Resources → UI assets

6. Example Bank Project Usage


Custom Metadata:
Interest rates for different loan types.

Custom Settings:
Daily withdrawal limit configuration.

Custom Labels:
Messages such as Welcome to Bank Portal or Transaction limit exceeded.

Static Resources:
Bank logos, CSS styling, JavaScript libraries.

7. Important Interview Points


- Custom Metadata records can be deployed across environments.
- Custom Labels support multilingual translation.
- Static Resources store UI assets.
- Salesforce recommends Custom Metadata instead of Custom Settings for most configurations.

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