What Are the Different Salesforce Metadata Types?

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• What Are the Different Salesforce Metadata Types?

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Salesforce Metadata 

• Metadata exists behind the scenes of every aspect
  of our Salesforce platforms. Its important that
  we understand and appreciate the role it plays in
  the health of our environments.
• The different Salesforce metadata types can be
  confusing. Weve all heard the definition of
  metadata as data about data but that doesnt
  truly encapsulate the way it impacts a Salesforce
  instance.

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Heres what you need to know about the different
Salesforce metadata types

• Platform Metadata
• Custom Metadata
• Increasing Complexity
• Properly Handling Metadata
• Protecting Metadata
• Addressing Technical Debt
• Metadata and Compliance

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 Platform Metadata

• Platform metadata refers to information that
  describes functions and fields within your
  Salesforce environment.

  Custom Metadata

• Custom metadata allows you to create
  relationships between objects within Salesforce.
• For example, this could define which cities
  belong to which states or countries, business
  logic or rules that define workflow or business
  processes, or how data is handled or validated.

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Increasing Complexity

• Metadata defines, captures, and relies on these
  existing relationships which create dependencies
  over time.
• The clicks-not-code mindset opens the world of
  software development up to people that arent as
  experienced with the mechanics of programming. 

Properly Handling Metadata

• Mapping dependencies and maintaining a clear view
  of the structure of objects and their
  relationships enables your team to make
  customizations and changes without unforeseen
  impacts on your Salesforce environment.

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Protecting Metadata

• All Salesforce metadata types need to be
  protected as vigorously as other system data
  sets.
• This can be done through a variety of tactics.
  And when it comes to data security, you need to
  make use of every available means of protection.
  For example, including your metadata in backup
  snapshots is an essential aspect of maintaining
  proper functionality.

 Addressing Technical Debt

• Finding and eliminating technical debt with the
  help of a static code analysis tool assists
  functional metadata by removing factors that can
  slow your system down.

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 Metadata and Compliance

• Metadata needs to be included in data security
  measures or companies risk falling out of
  compliance with regulatory guidelines.
• All Salesforce metadata typesboth platform and
  custom metadatahave the potential to expose
  sensitive information if they arent properly
  protected.

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