Reference custom metadata type records from a Process Builder
formula to automate your business processes, reusing functionality that you define. To change
a value, you can update it in the custom metadata type instead of in your process and any
hard-coded formulas that your process uses.
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 Let’s say that you want to send an email or trigger some other action when the amount
in the Account object’s Annual Revenue field is greater than $100,000.
(1) Create a custom metadata type.
(2) Create a custom field for your type named Minimum Revenue.
(3) Create a record for your type, and name it FY20.
(4) Reference the custom metadata record in Process
Builder.
Use
the correct suffixes. For the custom metadata type, use __mdt. For fields, use __c. Records
require no suffix. Your formula might look like this
one.
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