The Ultimate Guide to Salesforce Metadata (1)

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• The Ultimate Guide to Salesforce Metadata

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Heres what you need to know about Salesforce
Metadata

• Metadata is generally considered to be data
  about data and it needs to be given just as much
  attention as the rest of your Salesforce data.
• Types of Metadata
• Finding Metadata
• Metadata Within DevOps
• Metadata Unstructured Data
• Metadatas Impact on Compliance
• Metadata Security Concerns

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Types of Metadata

• Platform Metadata Provides information about
  aspects of the environment such as defining
  fields and storing descriptive information.
• Custom Metadata Describes how a field is handled
  or relates to another field. This includes
  information that allows you to create
  relationships between objects, business or logic
  rules, or how data is handled and validated.

Finding Metadata

• Application Programming Interface (API) APIs
  allow users to create repeatable functions and
  organize code. It can be used to manage platform
  customizations and gather metadata.
• ANT Migration Tool This is a command-line tool
  which can be used to move metadata out of a
  Salesforce org and into a local filing system.
• Managed Packages These pre-packaged collections
  of application components can be used to send and
  retrieve metadata as needed.
• Manual Searches We love to tout the benefits of
  automation, but manual searches can also be
  useful for finding metadata even if it isnt a
  streamlined process.

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Metadata Within DevOps

• Customizations Metadata dictates the
  customizations that make your Salesforce
  environment specific to your needs. These
  components are driven by metadata.
• Related Fields The links between objects and
  fields leading to auto population are connected
  through metadata.
• Comprehensive Backups Including metadata in your
  backup strategy preserves the customizations and
  functionality your team members use every day.
• Automation Assistance DevOps pipelines that use
  automation save time and money. Metadata supports
  custom application logic to enable workflow
  automations.

Metadata Unstructured Data

• Unstructured data is information that doesnt fit
  into current organizational models. Metadata can
  be used to provide the needed structure.

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Metadatas Impact on Compliance

• Salesforce metadata needs to be protected and
  monitored just as vigorously as other types of
  data to remain compliant with data security
  regulations.
• A proper code analysis strategy will take a
  variety of factors into consideration. The very
  first consideration needs to illuminate what you
  hope to gain from your efforts.

Metadata Security Concerns

• Being aware of the various types of metadata will
  help you protect your system against
  cybercriminals.

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