How to create custom metadata table. Use case and example of custom metadata and how to use it in a flow. Use case: Update an Account field based on Country value using Metadata table
super helpful video! I recently implemented a flow where I needed to create a State and Market custom object but I think I can convert them both into a custom metadata instead
Hi Pratima - Thank you for sharing all new flow features.. They are so helpful!! I need a help for this requirement.. When a case comes in, Get the Email Origin (custom formula field) on that case and find the corresponding record with the same email origin in a custom metadata type. On that custom metadata type, have 2 custom pick-list fields and their values are associated/mapped with that email origin. using the flow populate the 2 picklist fields on the case if the email origin on case and custom metadata matches.
Hi kalyani! Glad you find it helpful! I think you should absolutely be able to do this in a flow. Are you having any issues? It should be similar to the use case I have here.
Hi Pratima, do you happen to know if Custom Metadata Types count towards SOQL limits when used in flow? I know they dont in Apex but what about flow. I just created a flow that queries for custom metadata types but i was wondering if the SOQL limit is bypassed in Flows too. Cant find it anywhere.
Could I use a custom metadata type to store business categories and dependent subcategories? Use Case: The user selects a category and subcategory then populate additional data relevant to that category /subcategory... Business requirement: Ability to document multiple categories and multiple subcategories during the assessment. My thought is I need a location to store the categories along with dependent subcategory as separate records... 8 Categories and 40 subcategories. These values will be updated frequently so creating picklists and checkboxes is just not efficient... and of course MULTI PICKLISTS ... any suggestions would be greatly appreciated
That is definitely a great use case of metadata in flows. Only callout i have is if you want the dependent metadata records to dynamically appear based on main category selection, you will need to keep the 2 screens. While SF is adding more functionality on dynamic screen, i still couldnt get the metadata dropdown to dynamically query the dependent records iun teh same sreen. Or i am sure there might be a a package for this purpose
Hi pratima . Impressed with your complex cases ☺️ with flows.. Recent days got stuck with validation rules getting bypassed when a flow is updating. Is there any suggestion for bypassing validation by using checkbox in the record to update . Thanks I have watched every vedio of you... 😊
Thank you! Something you may try is updating a checkbox along with your update. and all the validations are first checking if that field is checked or not. If it is nt checked then only it will fire. However I will caution that order of execution may bite you in this approach some times, been there with process builders. I have yet to try this with flow. If the flow a record triggered or screen flow? if it is a screen flow then you can also add a exception path and throw the error on the screen.
@@PratimaShri thanks for the reply .. It is a record triggered flow and no way ,using checkbox for bypass validation even custom metadata also I have tried with negative result. Can a custom metadata or custom setting be updated in flow , if yes it is possible to bypass validation rules while using record triggered flow. Thanks 😊
Hi Pratima what happens for bulk updates will all the account records during bulk update get updated correctly? since we are querying only one custom metadata record?
It will take the respective country from the bulk records.. as long as you have the values added to metadata table. It wil work fine! There may be other issues with bulk updates like 101 errors based on what else you have going on in your org.
Hi Pratima, I have one use case which I don't know how to do it. I need to fetch Custom Meta data and then I need to use those data in Einstein Bot for dynamic choice list. Do you have any idea how to do it?
Thanks, Pratima--excellent demo!
you are life saviour pratima thanks for the video
Awesome job.
super helpful video! I recently implemented a flow where I needed to create a State and Market custom object but I think I can convert them both into a custom metadata instead
Thanks!
Hi Pratima - Thank you for sharing all new flow features.. They are so helpful!! I need a help for this requirement..
When a case comes in, Get the Email Origin (custom formula field) on that case and find the corresponding record with the same email origin in a custom metadata type. On that custom metadata type, have 2 custom pick-list fields and their values are associated/mapped with that email origin. using the flow populate the 2 picklist fields on the case if the email origin on case and custom metadata matches.
Hi kalyani! Glad you find it helpful! I think you should absolutely be able to do this in a flow. Are you having any issues? It should be similar to the use case I have here.
Thanks mam, it helped me alot
Awesome!
pls make such more videos
Hi Pratima, do you happen to know if Custom Metadata Types count towards SOQL limits when used in flow? I know they dont in Apex but what about flow. I just created a flow that queries for custom metadata types but i was wondering if the SOQL limit is bypassed in Flows too. Cant find it anywhere.
I don’t think it will count towards soql as it uses the same engine in the background- let me find something to back it up
Could I use a custom metadata type to store business categories and dependent subcategories? Use Case: The user selects a category and subcategory then populate additional data relevant to that category /subcategory... Business requirement: Ability to document multiple categories and multiple subcategories during the assessment. My thought is I need a location to store the categories along with dependent subcategory as separate records... 8 Categories and 40 subcategories. These values will be updated frequently so creating picklists and checkboxes is just not efficient... and of course MULTI PICKLISTS ... any suggestions would be greatly appreciated
That is definitely a great use case of metadata in flows. Only callout i have is if you want the dependent metadata records to dynamically appear based on main category selection, you will need to keep the 2 screens. While SF is adding more functionality on dynamic screen, i still couldnt get the metadata dropdown to dynamically query the dependent records iun teh same sreen. Or i am sure there might be a a package for this purpose
Hi pratima . Impressed with your complex cases ☺️ with flows.. Recent days got stuck with validation rules getting bypassed when a flow is updating. Is there any suggestion for bypassing validation by using checkbox in the record to update . Thanks I have watched every vedio of you... 😊
Thank you! Something you may try is updating a checkbox along with your update. and all the validations are first checking if that field is checked or not. If it is nt checked then only it will fire. However I will caution that order of execution may bite you in this approach some times, been there with process builders. I have yet to try this with flow. If the flow a record triggered or screen flow? if it is a screen flow then you can also add a exception path and throw the error on the screen.
A great idea for my next video :)
@@PratimaShri thanks for the reply .. It is a record triggered flow and no way ,using checkbox for bypass validation even custom metadata also I have tried with negative result. Can a custom metadata or custom setting be updated in flow , if yes it is possible to bypass validation rules while using record triggered flow. Thanks 😊
Hi Pratima what happens for bulk updates will all the account records during bulk update get updated correctly? since we are querying only one custom metadata record?
It will take the respective country from the bulk records.. as long as you have the values added to metadata table. It wil work fine!
There may be other issues with bulk updates like 101 errors based on what else you have going on in your org.
How to add the region tab?
Hi Pratima, I have one use case which I don't know how to do it. I need to fetch Custom Meta data and then I need to use those data in Einstein Bot for dynamic choice list. Do you have any idea how to do it?
Hi I haven’t tried this but see if you can use a screen flow which will support this?
@@PratimaShri Actually I cannot use screen flow as the screen flows are not supported in Einstein Bot Builder. I need use only autolaunched flow