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Custom Metadata articles

6 articles · Custom metadata types and custom settings, and which to reach for.

Diagram of a custom metadata record that Agentforce, Flow, Apex and validation rules all readApex

Custom Metadata for Agentforce: One Policy, Every Layer

Keep a business policy in one Custom Metadata Type so formulas, validation rules, before-save Flow, Apex and an...

· 9 min readA 3D render representing modular Salesforce Flow automation and configuration management architecture.Flow

Salesforce Flow and Custom Metadata: A Developer's Guide

Hardcoded IDs and strings inside a Salesforce Flow break the moment you deploy to another org. Custom Metadata Types...

· 2 min readDiagram illustrating how Apex Dynamic Formulas execute logic directly within Salesforce Apex code execution.Apex

Evaluate Dynamic Formulas in Apex - Spring '25 GA

Stop cluttering your schema with technical formula fields just so code can read them. Dynamic Formulas in Apex run...

· 4 min readDiagram illustrating the key architectural differences between Salesforce Custom Metadata and Custom Settings for developers.DevOps

Custom Metadata vs Settings - Choosing the Right One

Choosing between Custom Metadata and Custom Settings is a classic architectural crossroads. I've watched teams fight...

· 5 min readDiagram illustrating the four essential Salesforce Design Patterns for cleaner Apex development workflowsApex

4 Essential Salesforce Design Patterns for Apex Developers

I've seen way too much spaghetti code in Apex that breaks the second someone touches it. These four design patterns are...

· 5 min readComparison chart illustrating the four different Salesforce sandbox types available for development projectsDevOps

Comparing the 4 Salesforce Sandbox Types for Developers

Pick the wrong environment for a Salesforce project and you get broken flows or failed tests. Here is what the four...

· 5 min read