Add or Edit Custom Metadata Records Declaratively

You can add, modify, or delete a custom metadata record declaratively from Setup.

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

User Permissions Needed
To create or modify custom metadata records:	Customize Application

Search Setup for Custom Metadata Types.
On the All Custom Metadata Types page, click Manage Records next to the custom metadata type for which you want to add or modify records.
On the list of custom metadata records, click New, or click Edit to modify an existing custom metadata record.
Fill out the fields.
The Protected Component checkbox determines whether the record is protected.
When a custom metadata type is released in a managed package, access is limited in specific ways.
- Code that’s in the same managed package as custom metadata records can read the records.
- Code that’s in the same managed package as custom metadata types can read the records that belong to that type.
- Code that’s in a managed package that doesn’t contain either the type or the protected record can’t read the protected records.
- Code that the subscriber creates and code that’s in an unmanaged package can’t read the protected records.
- The developer can modify protected records with a package upgrade or by using the Metadata Apex classes (if the Apex code is in the same namespace as either the records or their type).
- The subscriber can’t read or modify protected records. The developer name of a protected record can’t be changed after release.
- The subscriber can’t create records of a protected type.
Records that are hidden by these access rules are also unavailable to REST, SOAP, SOQL, and Setup.
Click Save.

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