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            Custom Metadata Types and Advanced Formula Fields

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            Custom Metadata Types and Advanced Formula Fields

            When you create a custom metadata type, you can reference its values in an advanced formula field. If a field value changes, you can update it in the custom metadata type instead of changing multiple, hard-coded formulas. If you use packaging, define the logic you want and allow your subscribers to customize the details.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience

            Available in: Enterprise, Performance, Unlimited, and Developer Editions

            You can create, edit, and delete custom metadata type records from installed packages in: Group and Professional Editions
            Example
            Example Let’s say that you want to validate that the amount in the Account object’s Annual Revenue field is greater than 0 and does not exceed $100 billion.
            • Create a custom metadata type. In this example, we name it Min and Max Amounts.
            • Create two custom fields for your type named Minimum Revenue and Maximum Revenue.
            • Create a record, and name it FY19.

            Now reference the custom metadata record in a formula field. The syntax is:

            $CustomMetadata.CustomMetadataTypeAPIName.RecordAPIName.FieldAPIName

            Use the correct suffixes. For the custom metadata type, use __mdt. For fields, use __c. Records require no suffix.

            Note
            Note Long text area fields aren't supported in formula references.

            Your formula might look like this:

            OR(
   AnnualRevenue < CustomMetadata.AnnualRevenue__mdt.Annual_Revenue.Minimum_Revenue__c,
   AnnualRevenue > $CustomMetadata.AnnualRevenue__mdt.Annual_Revenue.Maximum_Revenue__c
)
            If the minimum and maximum amounts change, make the edit in the custom metadata record instead of in multiple formulas.

            See Also

             
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