Custom Metadata Types

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1 Custom Metadata Types build your apps like Salesforce does Avrom Roy-Faderman Principal MTS Salesforce App Cloud Aaron Slettehaugh Product Management Director Salesforce App Cloud May 11, 2016

2 Developers love Custom Metadata Types Biggest Platform feature since Chatter Take development on the platform to a whole new level The holy freaking grail God-like developer superpowers!"

3 Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forwardlooking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include but are not limited to risks associated with developing and delivering new functionality for our service, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, risks associated with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year ended January 31, This document and others are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forwardlooking statements.

4 What is a Metadata Type? Meta metadata The records of a Metadata Type are metadata, not data

5 What is a Metadata Type? Data Objects For the business Used by users Metadata Objects (Types) For the app Used by admins

by end users (Build your own) Account Contact Warranty Project

Metadata Types (we build em) Metadata objects for the app used by

Metadata Types (you build em) Account Settings ValidationRule

6 What is a Custom Metadata Type? Standard Objects (we build em) Data objects for the business used by end users (Build your own) Account Contact Warranty Project Case <lots of other stuﬀ> Invoice <whatever you want> Standard Metadata Types (we build em) Metadata objects for the app used by admins Custom Objects Custom Objects (you build em) Custom Metadata Types (you build em) Account Settings ValidationRule Warranty Settings StockPointRule CustomObject Translation <lots of other stuﬀ> International VatRule <whatever you want>

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7 Custom Settings and Custom Objects Data cannot be packaged or deployed Name A c B c C c D c HgcwkM hwb3of 7sGQsX ja78ie xfff9y pwgidl cbkprl EYsxkB EaFWnp ewlww2 FkcJvY DekFcy jjiuln HgcwkM heknyt xfff9y EYsxkB ja78ie cbkprl VoywP4 ewlww2 EaFWnp xfff9y 7sGQsX FkcJvY heknyt HgcwkM ewlww2 dbin6k 3ivOEY VoywP4 EYsxkB FkcJvY 7sGQsX ewlww2 DekFcy 7sGQsX stwedh HgcwkM DekFcy EYsxkB dbin6k cbkprl EYsxkB EYsxkB olezq3 7sGQsX hwb3of 7sGQsX olezq3 fqkyyj xfff9y cbkprl EYsxkB ja78ie

8 ISV app installation ISV package

9 Enterprise Application Lifecycle Management Dev org A Dev org B Dev org C Integration testing User acceptance testing Staging Production 1 Production 2 Production Support

The records of Custom Metadata Types are metadata, not data Metadata can be packaged and deployed

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10 The records of Custom Metadata Types are metadata, not data Metadata can be packaged and deployed DevName Label A c B c C c D c HgcwkM hmndmu hwb3of 7sGQsX ja78ie xfff9y pwgidl FkcJvY cbkprl EYsxkB EaFWnp ewlww2 FkcJvY stwedh DekFcy jjiuln HgcwkM heknyt xfff9y cbkprl EYsxkB ja78ie cbkprl VoywP4 ewlww2 hwb3of EaFWnp xfff9y 7sGQsX FkcJvY heknyt 7sGQsX HgcwkM ewlww2 dbin6k 3ivOEY VoywP4 dbin6k EYsxkB FkcJvY 7sGQsX ewlww2 DekFcy jjiuln 7sGQsX stwedh HgcwkM DekFcy EYsxkB ja78ie dbin6k cbkprl EYsxkB EYsxkB olezq3 EaFWnp 7sGQsX hwb3of 7sGQsX olezq3 fqkyyj HgcwkM xfff9y cbkprl EYsxkB ja78ie

12 App Configuration Objects Functionality List Custom Settings Custom Objects Custom Metadata Types Unlimited calls/queries!! Protect (hide) the object!! Metadata retrieve/deploy & package install records! Protect (hide) individual records! Control over editability of fields! Setup audit trail history of records! Apex tests see records without SeeAllData annotation! Manage memory limits n/a! Picklists!! Relationships to similar configuration objects! Pilot Relationships to Salesforce MD types (entity def; field def) Pilot/in development Long text areas! Native UI, or MD Native Apex support for create and update of records!! - API callout Lots o storage!

13 Benefits of custom metadata types Install / deploy Installations, migrations and sandbox refreshes are faster, easier: eliminate 2 stage deployments or clumsy post-install data loading Save 10,000 s or 100,000 s of lines of Apex in Post Install Scripts and test classes Upgrade Simple, automated updates and upgrades Safe upgrades: package content always matches customer org Customization Customer customizations are simple, easy to document Customers can deploy customizations with Change Sets or other Metadata API tools Metadata integrity Eliminate human error in upgrades Atomicity: eliminate risk of partial data load customers can t break your app by modifying core metadata Compliance Eliminate manual intervention Manageability Traceable (setup audit trail history) Metadata available in tests: eliminate mock data setup, reducing Apex test code by up to 70% Compatible with source control and continuous integration tools

14 Roadmap Summer '16 Winter 17 Spring 17 Summer '17 Picklist Metadata Relationships (pilot) Metadata Relationships Long Text Areas Tooling in Apex

Resources Join the Custom Metadata Types group in the Success Community https://success.salesforce.com/featuredgroupdetail?

15 Resources Join the Custom Metadata Types group in the Success Community documentation, videos, sample app, additional tools Trailhead coming soon! trailhead.salesforce.com/module/custom_metadata_types Video overview (2 minutes) Documentation Documentation: Release notes: rn_forcecom_development_custom_metadata.htm?edition=&impact=

16 thank y u Please join the Custom Metadata Types Chatter group in success.salesforce.com

REST API Developer Preview

REST API Developer Preview Dave Carroll Developer Evangelist dcarroll@salesforce.com @dcarroll Alex Toussaint Sr. Product Manager atoussaint@salesforce.com @alextoussaint Safe Harbor Safe harbor statement