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  4. Custom Metadata Types With Validation Rules [Video]

Custom Metadata Types With Validation Rules [Video]

In this video tutorial, discover how to use values maintained in custom metadata types as part of your validation rules.

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Dino Scarcella user avatar
Dino Scarcella
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Feb. 26, 23 · Tutorial
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Custom metadata types and validation rules are both powerful features in Salesforce that can help maintain data quality and consistency. But did you know that you can combine them to make your data management even more efficient? In this video, we'll show you how to use values maintained in custom metadata types as part of your validation rules. 

First, we'll explain what custom metadata types are and why they're useful for creating custom settings in Salesforce. We'll also show how to create a custom metadata type and how to maintain values in it.

Next, we'll explore validation rules and how they can be used to ensure that data entered in Salesforce meets specific criteria. We'll also show how to create a validation rule that uses values maintained in a custom metadata type.

Whether you're a Salesforce administrator or developer, this video will provide valuable insights into how to use custom metadata types and validation rules together to improve data quality and consistency in your organization. So if you're looking to streamline your data management in Salesforce, this is the video for you.

00:00 - Intro 

00:38 - Create a custom metadata type 

01:57 - Add settings to your custom metadata type 

03:18 - Create validation rule referencing custom metadata

05:43 - Testing the validation rule

Data management Metadata

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  • iRODS: An Open-Source Approach to Data Management in Large-Scale Research Environments
  • Data Management in Distributed Systems: A Comprehensive Exploration of Open Table Formats
  • Solving the Global Data Residency Conflict: A Blueprint for the "Minimum Org" Salesforce Strategy
  • Metadata, Not Data Volume, Is the Real Bottleneck in Modern Data Lakes

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