MetaData API

Metadata API Developer Guide
Version 36.0, Spring 16
@salesforcedocs
Last updated: January 28, 2016
Copyright 20002016 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com, inc.,
as are other names and marks. Other marks appearing herein may be trademarks of their respective owners.
CONTENTS
GETTING STARTED
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Chapter 1: Understanding Metadata API . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Supported Salesforce Editions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Development Platforms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Standards Compliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Metadata API Support Policy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Related Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Chapter 2: Quick Start . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Step 1: Generate or Obtain the Web Service WSDLs for Your Organization
Step 2: Import the WSDL Files Into Your Development Platform . . . . . . . .
Step 3: Walk Through the Java Sample Code . . . . . . . . . . . . . . . . . . .
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USING METADATA API . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Chapter 3: Declarative (File-Based) Metadata API Calls . . . . . . . . . . . . . . . . . . . . . . . 14
Working with the Zip File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Sample package.xml Manifest Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Running Tests in a Deployment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Running a Subset of Tests in a Deployment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Run the Same Tests in Sandbox and Production Deployments . . . . . . . . . . . . . . . . . . . . . . . 23
Maintaining User References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Chapter 4: CRUD-Based Metadata API Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Chapter 5: Error Handling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Error Handling for Session Expiration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
REFERENCE
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Chapter 6: File-Based Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

deploy() . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Deleting Components from an Organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
checkDeployStatus() . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
cancelDeploy() . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
deployRecentValidation() . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
retrieve() . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
RetrieveRequest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Contents
checkRetrieveStatus() . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Chapter 7: CRUD-Based Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

createMetadata() . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
readMetadata() . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
updateMetadata() . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
upsertMetadata() . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
deleteMetadata() . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
renameMetadata() . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
create() . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
delete() . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
update() . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Chapter 8: Utility Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

checkStatus() . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
describeMetadata() . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
describeValueType() . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
listMetadata() . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
ListMetadataQuery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Chapter 9: Result Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

AsyncResult . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
CancelDeployResult . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
DeployResult . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
DescribeMetadataResult . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
DescribeValueTypeResult . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
ReadResult . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
RetrieveResult . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
SaveResult . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
DeleteResult . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
UpsertResult . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Error . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Chapter 10: Metadata Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Metadata Components and Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Unsupported Metadata Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Special Behavior in Metadata API Deployments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
ActionLinkGroupTemplate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
AnalyticSnapshot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
ArticleType . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
ArticleType Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
ArticleType CustomField . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
ApexClass . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
ApexComponent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
ApexPage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134
Contents
ApexTrigger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
AppMenu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
ApprovalProcess . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
AssignmentRules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
AuraDefinitionBundle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
AuthProvider . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157
AutoResponseRules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162
CallCenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166
Community (Zone) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167
ConnectedApp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170
CorsWhitelistOrigin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178
CustomApplication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
CustomApplicationComponent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196
CustomFeedFilter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197
CustomLabels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199
Custom Metadata Types (CustomObject) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201
CustomMetadata . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204
CustomObject . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209
ActionOverride . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219
BusinessProcess . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221
CompactLayout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223
CustomField . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225
FieldSet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235
HistoryRetentionPolicy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236
ListView . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237
NamedFilter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241
Picklist (Including Dependent Picklist) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243
RecordType . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249
SearchLayouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252
SharingReason . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254
SharingRecalculation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255
ValidationRule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256
WebLink . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257
Metadata Field Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261
CustomObjectTranslation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264
CustomPageWebLink . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273
CustomPermission . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276
CustomSite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278
CustomTab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283
Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286
DataCategoryGroup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305
DelegateGroup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 310
Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312
Contents
EmailTemplate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 314
EntitlementProcess . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318
EntitlementTemplate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322
EscalationRules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323
ExternalDataSource . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326
FlexiPage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 329
Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 335
FlowDefinition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363
Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 364
FolderShare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 366
Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 368
HomePageComponent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369
HomePageLayout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 370
InstalledPackage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 371
KeywordList . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 372
Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 374
Letterhead . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 394
LiveChatAgentConfig . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 397
LiveChatButton . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 401
LiveChatDeployment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 404
LiveChatSensitiveDataRule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 406
ManagedTopics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 408
MatchingRule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 410
Metadata . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 413
MetadataWithContent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 414
MilestoneType . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 414
ModerationRule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 415
NamedCredential . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 418
Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 420
Package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 430
PathAssistant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 431
PermissionSet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 433
PlatformCachePartition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 440
Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 442
PostTemplate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 445
Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 446
Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 458
QuickAction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 459
RemoteSiteSetting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 464
Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 465
ReportType . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 492
Role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 495
RoleOrTerritory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 496
SamlSsoConfig . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 498
Contents
Scontrol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 501
Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 503
AccountSettings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 505
ActivitiesSettings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 506
AddressSettings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 509
BusinessHoursSettings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 513
CaseSettings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 517
ChatterAnswersSettings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 524
CompanySettings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 526
ContractSettings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 527
EntitlementSettings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 528
ForecastingSettings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 530
IdeasSettings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 539
KnowledgeSettings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 540
LiveAgentSettings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 544
MobileSettings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 545
NameSettings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 548
OpportunitySettings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 549
OrderSettings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 550
PathAssistantSettings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 551
ProductSettings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 552
QuoteSettings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 553
SecuritySettings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 554
Territory2Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 560
SharedTo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 562
SharingBaseRule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 564
SharingRules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 565
BaseSharingRule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 571
CriteriaBasedSharingRule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 572
OwnerSharingRule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 578
SharingSet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 584
SiteDotCom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 587
Skill . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 588
StaticResource . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 590
SynonymDictionary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 591
Territory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 593
Territory2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 594
Territory2Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 598
Territory2Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 600
Territory2Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 603
TransactionSecurityPolicy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 604
Translations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 606
WaveApplication (Pilot) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 614
WaveDataset (Pilot) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 615
Contents
WaveTemplateBundle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 616
Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 618
Chapter 11: Headers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 634

AllOrNoneHeader
CallOptions . . . . .
DebuggingHeader
SessionHeader . .
APPENDICES
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 634
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 636
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 637
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 639
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 640
Appendix A: CustomObjectTranslation Language Support: Fully Supported

Languages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 640
Appendix B: CustomObjectTranslation Language Support: End-User
Languages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 646
GLOSSARY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 653
INDEX
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 667
GETTING STARTED
CHAPTER 1
Understanding Metadata API
Use Metadata API to retrieve, deploy, create, update or delete customization information, such as custom object definitions and page
layouts, for your organization. This API is intended for managing customizations and for building tools that can manage the metadata
model, not the data itself. To create, retrieve, update or delete records, such as accounts or leads, use data SOAP API or REST API.
The easiest way to access the functionality in Metadata API is to use the Force.com IDE or Force.com Migration Tool. Both tools are built
on top of Metadata API and use the standard Eclipse and Ant tools respectively to simplify working with Metadata API.
Force.com IDE is built on the Eclipse platform, for programmers familiar with integrated development environments. Code, compile,
test, and deploy from within the IDE.
The Force.com Migration Tool is ideal if you use a script or the command line for moving metadata between a local directory and a
Salesforce organization.
For more information about the Force.com IDE or Force.com Migration Tool, see developer.salesforce.com.
The underlying calls of Metadata API have been exposed for you to use directly, if you prefer to build your own client applications. This
guide gives you more information about working directly with Metadata API.
You can use the Metadata API to manage setup and customization information (metadata) for your organizations. For example:
Export the customizations in your organization as XML metadata files. See Working with the Zip File and retrieve().
Migrate configuration changes between organizations. See deploy() and retrieve().
Modify existing customizations in your organization using XML metadata files. See deploy() and retrieve().
Manage customizations in your organization programmatically. See CRUD-Based Metadata Development.
You can modify metadata in test organizations on Developer Edition or sandbox, and then deploy tested changes to production
organizations on Enterprise, Unlimited, or Performance Editions. You can also create scripts to populate a new organization with your
custom objects, custom fields, and other components.
SEE ALSO:
Deploying and Retrieving Metadata
CRUD-Based Metadata Development
Metadata Components and Types
Supported Salesforce Editions

To use Metadata API, your organization must use Enterprise Edition, Unlimited Edition, Performance Edition, or Developer Edition.
If you are an existing Salesforce customer and want to upgrade to Enterprise, Unlimited, or Performance Edition, contact your account
representative.
It is strongly recommended that you use a sandbox, which is an exact replica of your production organization. Enterprise, Unlimited,
and Performance Editions come with a free developer sandbox. For more information, see
http://www.salesforce.com/platform/cloud-infrastructure/sandbox.jsp.
Development Platforms
Alternatively, you can use a Developer Edition organization, which provides access to all of the features available with Enterprise Edition,
but is limited by the number of users and the amount of storage space. A Developer Edition organization is not a copy of your production
organization, but it provides an environment where you can build and test your solutions without affecting your organizations data.
Developer Edition accounts are available for free at http://developer.salesforce.com/signup.
Note: A metadata component must be visible in the organization for Metadata API to act on it. Also, a user must have the API
Enabled permission to have access to metadata components.
Metadata API Access for Professional Edition

ISV partners can request Metadata API access to Professional Edition organizations for apps that have passed the AppExchange Security
Review. Access is granted through an API token (client ID). This special key enables the app to make Metadata API calls to customers
Professional Edition organizations.
As an ISV partner, you can request Metadata API access by following these steps.
1. Submit your app for security review. See Steps in the Security Review in the ISVForce Guide.
2. After your app is approved, log a case in the Partner Community in AppExchange and Feature Requests > API Token Request,
and specify SOAP for the type of token.
To make calls to the Metadata API, append the API token to the CallOptions SOAP header in your calls.
Development Platforms
Metadata API supports both file-based and CRUD-based development.
File-Based Development
The declarative or file-based asynchronous Metadata API deploy() and retrieve() operations deploy or retrieve a .zip file
that holds components in a set of folders, and a manifest file named package.xml. For more information, see Deploying and Retrieving
Metadata on page 14. The easiest way to access the file-based functionality is to use the Force.com IDE or Force.com Migration Tool.
CRUD-Based Development
The CRUD Metadata API calls act upon the metadata components in a manner similar to the way synchronous API calls in the enterprise
WSDL act upon objects. For more information about the enterprise WSDL, see the SOAP API Developer's Guide.
Standards Compliance
Metadata API is implemented to comply with the following specifications:
Standard Name
Website
Simple Object Access Protocol (SOAP) 1.1
http://www.w3.org/TR/2000/NOTE-SOAP-20000508/
Web Service Description Language (WSDL) http://www.w3.org/TR/2001/NOTE-wsdl-20010315

1.1
WS-I Basic Profile 1.1
http://www.ws-i.org/Profiles/BasicProfile-1.1-2004-08-24.html
Metadata API Support Policy
Metadata API Support Policy

Salesforce supports previous versions of Metadata API. However, your new client applications should use the most recent version of the
Force.com Metadata API WSDL file to fully exploit the benefits of richer features and greater efficiency.
Backward Compatibility
Salesforce strives to make backward compatibility easy when using the Force.com platform.
Each new Salesforce release consists of two components:
A new release of platform software that resides on Salesforce systems
A new version of the API
For example, the Spring '07 release included API version 9.0 and the Summer '07 release included API version 10.0.
We maintain support for each API version across releases of the platform software. The API is backward compatible in that an application
created to work with a given API version will continue to work with that same API version in future platform software releases.
Salesforce does not guarantee that an application written against one API version will work with future API versions: Changes in method
signatures and data representations are often required as we continue to enhance the API. However, we strive to keep the API consistent
from version to version with minimal, if any, changes required to port applications to newer API versions.
For example, an application written using API version 9.0, which shipped with the Spring 07 release, will continue to work with API
version 9.0 on the Summer 07 release, and on future releases beyond that. However, that same application might not work with API
version 10.0 without modifications to the application.
API End-of-Life
Salesforce is committed to supporting each API version for a minimum of three years from the date of first release. In order to mature
and improve the quality and performance of the API, versions that are more than three years old might cease to be supported.
When an API version is to be deprecated, advance notice is given at least one year before support ends. Salesforce will directly notify
customers using API versions planned for deprecation.
Related Resources
The Salesforce developer website provides a full suite of developer toolkits, sample code, sample SOAP messages, community-based
support, and other resources to help you with your development projects. Be sure to visit
https://developer.salesforce.com/page/Getting_Started for more information, or visit
http://developer.salesforce.com/signup to sign up for a free Developer Edition account.
You can visit these websites to find out more about Salesforce applications:
Salesforce Developers provides a wealth of information for developers.
Salesforce for information about the Salesforce application.
Force.com AppExchange for access to apps created for Salesforce.
Salesforce.com Community for services to ensure Salesforce customer success.
CHAPTER 2
Quick Start
Use Metadata API to retrieve, deploy, create, update, or delete customizations for your organization. The most common use is to migrate
changes from a sandbox or testing organization to your production environment. Metadata API is intended for managing customizations
and for building tools that can manage the metadata model, not the data itself.
However, the underlying calls of Metadata API have been exposed for you to use directly, if you prefer to build your own client applications.
This quick start gives you all the information you need to start writing applications that directly use Metadata API to manage customizations
for your organization. It shows you how to get started with File-Based Development. For an example of CRUD-Based Development, see
Java Sample for CRUD-Based Development with Synchronous Calls.
Prerequisites
Make sure you complete these prerequisites before you start using Metadata API.
Create a development environment.
It is strongly recommended that you use a sandbox, which is an exact replica of your production organization. Enterprise, Unlimited,
and Performance Editions come with a free developer sandbox. For more information, see
http://www.salesforce.com/platform/cloud-infrastructure/sandbox.jsp.
Alternatively, you can use a Developer Edition organization, which provides access to all of the features available with Enterprise
Edition, but is limited by the number of users and the amount of storage space. A Developer Edition organization is not a copy of
your production organization, but it provides an environment where you can build and test your solutions without affecting your
organizations data. Developer Edition accounts are available for free at http://developer.salesforce.com/signup.
Identify a user that has the API Enabled and Modify All Data permissions. These permissions are required to access Metadata API
calls.
Install a SOAP client. Metadata API works with current SOAP development environments, including, but not limited to, Visual Studio
.NET and the Force.com Web Service Connector (WSC).
In this document, we provide Java examples based on WSC and JDK 6 (Java Platform Standard Edition Development Kit 6). To run
the samples, first download the latest force-wsc JAR file and its dependencies (dependencies are listed on the page when you select
a version) from mvnrepository.com/artifact/com.force.api/force-wsc/.
Note: Development platforms vary in their SOAP implementations. Implementation differences in certain development
platforms might prevent access to some or all of the features in Metadata API.
Step 1: Generate or Obtain the Web Service WSDLs for Your

Organization
To access Metadata API calls, you need a Web Service Description Language (WSDL) file. The WSDL file defines the Web service that is
available to you. Your development platform uses this WSDL to generate stub code to access the Web service it defines. You can either
Quick Start
Step 2: Import the WSDL Files Into Your Development Platform
obtain the WSDL file from your organizations Salesforce administrator, or you can generate it yourself if you have access to the WSDL
download page in the Salesforce user interface. For more information about WSDL, see http://www.w3.org/TR/wsdl.
Before you can access Metadata API calls, you must authenticate to use the Web service using the login() call, which is defined in
the enterprise WSDL and the partner WSDL. Therefore, you must also obtain one of these WSDLs.
Any user with the Modify All Data permission can download the WSDL file to integrate and extend the Salesforce platform. (The System
Administrator profile has this permission.)
The sample code in Step 3: Walk Through the Java Sample Code on page 6 uses the enterprise WSDL, though the partner WSDL works
equally well.
To generate the metadata and enterprise WSDL files for your organization:
1. Log in to your Salesforce account. You must log in as an administrator or as a user who has the Modify All Data permission.
2. From Setup, enter API in the Quick Find box, then select API.
3. Click Generate Metadata WSDL and save the XML WSDL file to your file system.
4. Click Generate Enterprise WSDL and save the XML WSDL file to your file system.
Step 2: Import the WSDL Files Into Your Development Platform

Once you have the WSDL files, import them into your development platform so that your development environment can generate the
necessary objects for use in building client Web service applications. This section provides sample instructions for WSC. For instructions
about other development platforms, see your platforms product documentation.
Note: The process for importing WSDL files is identical for the metadata and enterprise WSDL files.
Instructions for Java Environments (WSC)

Java environments access the API through Java objects that serve as proxies for their server-side counterparts. Before using the API, you
must first generate these objects from your organizations WSDL file.
Each SOAP client has its own tool for this process. For WSC, use the wsdlc utility.
Note: Before you run wsdlc, you must have the WSC JAR file installed on your system and referenced in your classpath. You
can download the latest force-wsc JAR file and its dependencies (dependencies are listed on the page when you select a version)
from mvnrepository.com/artifact/com.force.api/force-wsc/.
The basic syntax for wsdlc is:
java -classpath pathToWsc;pathToWscDependencies com.sforce.ws.tools.wsdlc
pathToWsdl/WsdlFilename pathToOutputJar/OutputJarFilename
For example, on Windows:

java classpath force-wsc-30.0.0.jar;ST4-4.0.7.jar;antlr-runtime-3.5.jar
com.sforce.ws.tools.wsdlc metadata.wsdl metadata.jar
On Mac OS X and Unix, use a colon instead of a semicolon in between items in the classpath:
java classpath force-wsc-30.0.0.jar:ST4-4.0.7.jar:antlr-runtime-3.5.jar
com.sforce.ws.tools.wsdlc metadata.wsdl metadata.jar
wsdlc generates a JAR file and Java source code and bytecode files for use in creating client applications. Repeat this process for the
enterprise WSDL to create an enterprise.JAR file.
Quick Start
Step 3: Walk Through the Java Sample Code

When you have imported the WSDL files, you can build client applications that use Metadata API. The sample is a good starting point
for writing your own code.
Before you run the sample, modify your project and the code to:
1. Include the WSC JAR, its dependencies, and the JAR files you generated from the WSDLs.
Note: Although WSC has other dependencies, the following sample only requires Rhino (js-1.7R2.jar), which you can
download from mvnrepository.com/artifact/rhino/js.
2. Update USERNAME and PASSWORD variables in the MetadataLoginUtil.login() method with your user name and
password. If your current IP address isnt in your organization's trusted IP range, you'll need to append a security token to the password.
3. If you are using a sandbox, be sure to change the login URL.
Login Utility
Java users can use ConnectorConfig to connect to Enterprise, Partner, and Metadata SOAP API. MetadataLoginUtil creates
a ConnectorConfig object and logs in using the Enterprise WSDL login method. Then it retrieves sessionId and
metadataServerUrl to create a ConnectorConfig and connects to Metadata API endpoint. ConnectorConfig is
defined in WSC.
The MetadataLoginUtil class abstracts the login code from the other parts of the sample, allowing portions of this code to be
reused without change across different Salesforce APIs.
import
import
import
import
import
com.sforce.soap.enterprise.EnterpriseConnection;
com.sforce.soap.enterprise.LoginResult;
com.sforce.soap.metadata.MetadataConnection;
com.sforce.ws.ConnectionException;
com.sforce.ws.ConnectorConfig;
/**
* Login utility.
*/
public class MetadataLoginUtil {
public static MetadataConnection login() throws ConnectionException {
final String USERNAME = "[email protected]";
// This is only a sample. Hard coding passwords in source files is a bad practice.
final String PASSWORD = "password";
final String URL = "https://login.salesforce.com/services/Soap/c/36.0";
final LoginResult loginResult = loginToSalesforce(USERNAME, PASSWORD, URL);
return createMetadataConnection(loginResult);
}
private static MetadataConnection createMetadataConnection(
final LoginResult loginResult) throws ConnectionException {
final ConnectorConfig config = new ConnectorConfig();
config.setServiceEndpoint(loginResult.getMetadataServerUrl());
config.setSessionId(loginResult.getSessionId());
return new MetadataConnection(config);
}
Quick Start
private static LoginResult loginToSalesforce(

final String username,
final String password,
final String loginUrl) throws ConnectionException {
final ConnectorConfig config = new ConnectorConfig();
config.setAuthEndpoint(loginUrl);
config.setServiceEndpoint(loginUrl);
config.setManualLogin(true);
return (new EnterpriseConnection(config)).login(username, password);
}
}
Java Sample Code for File-Based Development

The sample code logs in using the login utility. Then it displays a menu with retrieve, deploy, and exit.
The retrieve() and deploy() calls both operate on a .zip file named components.zip. The retrieve() call retrieves
components from your organization into components.zip, and the deploy() call deploys the components in
components.zip to your organization. If you save the sample to your computer and execute it, run the retrieve option first so that
you have a components.zip file that you can subsequently deploy. After a retrieve call, the sample calls
checkRetrieveStatus() in a loop until the operation is completed. Similarly, after a deploy call, the sample checks
checkDeployStatus() in a loop until the operation is completed.
The retrieve() call uses a manifest file to determine the components to retrieve from your organization. A sample package.xml
manifest file follows. For more details on the manifest file structure, see Working with the Zip File. For this sample, the manifest file
retrieves all custom objects, custom tabs, and page layouts.
<?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
<types>
<members>*</members>
<name>CustomObject</name>
</types>
<types>
<name>CustomTab</name>
</types>
<types>
<name>Layout</name>
</types>
<version>36.0</version>
</Package>
Note the error handling code that follows each API call.
Note: This sample requires API version 34.0 or later.
import
import
import
import
import
java.io.*;
java.nio.channels.Channels;
java.nio.channels.FileChannel;
java.nio.channels.ReadableByteChannel;
java.rmi.RemoteException;
Quick Start
import java.util.*;
import javax.xml.parsers.*;
import org.w3c.dom.*;
import org.xml.sax.SAXException;
import com.sforce.soap.metadata.*;
/**
* Sample that logs in and shows a menu of retrieve and deploy metadata options.
*/
public class FileBasedDeployAndRetrieve {
private MetadataConnection metadataConnection;
private static final String ZIP_FILE = "components.zip";
// manifest file that controls which components get retrieved
private static final String MANIFEST_FILE = "package.xml";
private static final double API_VERSION = 29.0;
// one second in milliseconds
private static final long ONE_SECOND = 1000;
// maximum number of attempts to deploy the zip file
private static final int MAX_NUM_POLL_REQUESTS = 50;
private BufferedReader reader = new BufferedReader(new InputStreamReader(System.in));
public static void main(String[] args) throws Exception {

FileBasedDeployAndRetrieve sample = new FileBasedDeployAndRetrieve();
sample.run();
}
public FileBasedDeployAndRetrieve() {
}
private void run() throws Exception {
this.metadataConnection = MetadataLoginUtil.login();
// Show the options to retrieve or deploy until user exits
String choice = getUsersChoice();
while (choice != null && !choice.equals("99")) {
if (choice.equals("1")) {
retrieveZip();
} else if (choice.equals("2")) {
deployZip();
} else {
break;
}
// show the options again
Quick Start
choice = getUsersChoice();
}
}
/*
* Utility method to present options to retrieve or deploy.
*/
private String getUsersChoice() throws IOException {
System.out.println(" 1: Retrieve");
System.out.println(" 2: Deploy");
System.out.println("99: Exit");
System.out.println();
System.out.print("Enter 1 to retrieve, 2 to deploy, or 99 to exit: ");
// wait for the user input.
String choice = reader.readLine();
return choice != null ? choice.trim() : "";
}
private void deployZip() throws Exception {
byte zipBytes[] = readZipFile();
DeployOptions deployOptions = new DeployOptions();
deployOptions.setPerformRetrieve(false);
deployOptions.setRollbackOnError(true);
AsyncResult asyncResult = metadataConnection.deploy(zipBytes, deployOptions);
DeployResult result = waitForDeployCompletion(asyncResult.getId());
if (!result.isSuccess()) {
printErrors(result, "Final list of failures:\n");
throw new Exception("The files were not successfully deployed");
}
System.out.println("The file " + ZIP_FILE + " was successfully deployed\n");
}
/*
* Read the zip file contents into a byte array.
*/
private byte[] readZipFile() throws Exception {
byte[] result = null;
// We assume here that you have a deploy.zip file.
// See the retrieve sample for how to retrieve a zip file.
File zipFile = new File(ZIP_FILE);
if (!zipFile.exists() || !zipFile.isFile()) {
throw new Exception("Cannot find the zip file for deploy() on path:"
+ zipFile.getAbsolutePath());
}
FileInputStream fileInputStream = new FileInputStream(zipFile);
try {
ByteArrayOutputStream bos = new ByteArrayOutputStream();
byte[] buffer = new byte[4096];
int bytesRead = 0;
while (-1 != (bytesRead = fileInputStream.read(buffer))) {
bos.write(buffer, 0, bytesRead);
}
Quick Start
result = bos.toByteArray();
} finally {
fileInputStream.close();
}
return result;
}
/*
* Print out any errors, if any, related to the deploy.
* @param result - DeployResult
*/
private void printErrors(DeployResult result, String messageHeader) {
DeployDetails details = result.getDetails();
StringBuilder stringBuilder = new StringBuilder();
if (details != null) {
DeployMessage[] componentFailures = details.getComponentFailures();
for (DeployMessage failure : componentFailures) {
String loc = "(" + failure.getLineNumber() + ", " +
failure.getColumnNumber();
if (loc.length() == 0 &&
!failure.getFileName().equals(failure.getFullName()))
{
loc = "(" + failure.getFullName() + ")";
}
stringBuilder.append(failure.getFileName() + loc + ":"
+ failure.getProblem()).append('\n');
}
RunTestsResult rtr = details.getRunTestResult();
if (rtr.getFailures() != null) {
for (RunTestFailure failure : rtr.getFailures()) {
String n = (failure.getNamespace() == null ? "" :
(failure.getNamespace() + ".")) + failure.getName();
stringBuilder.append("Test failure, method: " + n + "." +
failure.getMethodName() + " -- " + failure.getMessage() +
" stack " + failure.getStackTrace() + "\n\n");
}
}
if (rtr.getCodeCoverageWarnings() != null) {
for (CodeCoverageWarning ccw : rtr.getCodeCoverageWarnings()) {
stringBuilder.append("Code coverage issue");
if (ccw.getName() != null) {
String n = (ccw.getNamespace() == null ? "" :
(ccw.getNamespace() + ".")) + ccw.getName();
stringBuilder.append(", class: " + n);
}
stringBuilder.append(" -- " + ccw.getMessage() + "\n");
}
}
}
if (stringBuilder.length() > 0) {
stringBuilder.insert(0, messageHeader);
System.out.println(stringBuilder.toString());
}
}
10
Quick Start
private void retrieveZip() throws Exception {

RetrieveRequest retrieveRequest = new RetrieveRequest();
// The version in package.xml overrides the version in RetrieveRequest
retrieveRequest.setApiVersion(API_VERSION);
setUnpackaged(retrieveRequest);
AsyncResult asyncResult = metadataConnection.retrieve(retrieveRequest);
RetrieveResult result = waitForRetrieveCompletion(asyncResult);
if (result.getStatus() == RetrieveStatus.Failed) {
throw new Exception(result.getErrorStatusCode() + " msg: " +
result.getErrorMessage());
} else if (result.getStatus() == RetrieveStatus.Succeeded) {
// Print out any warning messages
StringBuilder stringBuilder = new StringBuilder();
if (result.getMessages() != null) {
for (RetrieveMessage rm : result.getMessages()) {
stringBuilder.append(rm.getFileName() + " - " + rm.getProblem() + "\n");
}
}
if (stringBuilder.length() > 0) {
System.out.println("Retrieve warnings:\n" + stringBuilder);
}
System.out.println("Writing results to zip file");
File resultsFile = new File(ZIP_FILE);
FileOutputStream os = new FileOutputStream(resultsFile);
try {
os.write(result.getZipFile());
} finally {
os.close();
}
}
}
private DeployResult waitForDeployCompletion(String asyncResultId) throws Exception {
int poll = 0;
long waitTimeMilliSecs = ONE_SECOND;
DeployResult deployResult;
boolean fetchDetails;
do {
Thread.sleep(waitTimeMilliSecs);
// double the wait time for the next iteration
waitTimeMilliSecs *= 2;
if (poll++ > MAX_NUM_POLL_REQUESTS) {
throw new Exception(
"Request timed out. If this is a large set of metadata components, "
+
11
Quick Start
"ensure that MAX_NUM_POLL_REQUESTS is sufficient.");

}
// Fetch in-progress details once for every 3 polls
fetchDetails = (poll % 3 == 0);
deployResult = metadataConnection.checkDeployStatus(asyncResultId, fetchDetails);
System.out.println("Status is: " + deployResult.getStatus());
if (!deployResult.isDone() && fetchDetails) {
printErrors(deployResult, "Failures for deployment in progress:\n");
}
}
while (!deployResult.isDone());
if (!deployResult.isSuccess() && deployResult.getErrorStatusCode() != null) {
throw new Exception(deployResult.getErrorStatusCode() + " msg: " +
deployResult.getErrorMessage());
}
if (!fetchDetails) {
// Get the final result with details if we didn't do it in the last attempt.
deployResult = metadataConnection.checkDeployStatus(asyncResultId, true);
}
return deployResult;
}
private RetrieveResult waitForRetrieveCompletion(AsyncResult asyncResult) throws
Exception {
// Wait for the retrieve to complete
int poll = 0;
String asyncResultId = asyncResult.getId();
RetrieveResult result = null;
do {
// Double the wait time for the next iteration
throw new Exception("Request timed out. If this is a large set " +
"of metadata components, check that the time allowed " +
"by MAX_NUM_POLL_REQUESTS is sufficient.");
}
result = metadataConnection.checkRetrieveStatus(
asyncResultId, true);
System.out.println("Retrieve Status: " + result.getStatus());
} while (!result.isDone());
return result;
}
private void setUnpackaged(RetrieveRequest request) throws Exception {
// Edit the path, if necessary, if your package.xml file is located elsewhere
File unpackedManifest = new File(MANIFEST_FILE);
12
Quick Start
System.out.println("Manifest file: " + unpackedManifest.getAbsolutePath());

if (!unpackedManifest.exists() || !unpackedManifest.isFile()) {
throw new Exception("Should provide a valid retrieve manifest " +
"for unpackaged content. Looking for " +
unpackedManifest.getAbsolutePath());
}
// Note that we use the fully quualified class name because
// of a collision with the java.lang.Package class
com.sforce.soap.metadata.Package p = parsePackageManifest(unpackedManifest);
request.setUnpackaged(p);
}
private com.sforce.soap.metadata.Package parsePackageManifest(File file)
throws ParserConfigurationException, IOException, SAXException {
com.sforce.soap.metadata.Package packageManifest = null;
List<PackageTypeMembers> listPackageTypes = new ArrayList<PackageTypeMembers>();
DocumentBuilder db =
DocumentBuilderFactory.newInstance().newDocumentBuilder();
InputStream inputStream = new FileInputStream(file);
Element d = db.parse(inputStream).getDocumentElement();
for (Node c = d.getFirstChild(); c != null; c = c.getNextSibling()) {
if (c instanceof Element) {
Element ce = (Element) c;
NodeList nodeList = ce.getElementsByTagName("name");
if (nodeList.getLength() == 0) {
continue;
}
String name = nodeList.item(0).getTextContent();
NodeList m = ce.getElementsByTagName("members");
List<String> members = new ArrayList<String>();
for (int i = 0; i < m.getLength(); i++) {
Node mm = m.item(i);
members.add(mm.getTextContent());
}
PackageTypeMembers packageTypes = new PackageTypeMembers();
packageTypes.setName(name);
packageTypes.setMembers(members.toArray(new String[members.size()]));
listPackageTypes.add(packageTypes);
}
}
packageManifest = new com.sforce.soap.metadata.Package();
PackageTypeMembers[] packageTypesArray =
new PackageTypeMembers[listPackageTypes.size()];
packageManifest.setTypes(listPackageTypes.toArray(packageTypesArray));
packageManifest.setVersion(API_VERSION + "");
return packageManifest;
}
}
13
USING METADATA API
CHAPTER 3
Use the deploy() and retrieve() calls to move metadata (XML files) between a Salesforce organization and a local file system.
Once you retrieve your XML files into a file system, you can manage changes in a source-code control system, copy and paste code or
setup configurations, diff changes to components, and perform many other file-based development operations. At any time you can
deploy those changes to another Salesforce organization.
Note: The Force.com IDE and the Force.com Migration Tool use the deploy() and retrieve() calls to move metadata. If
you use these tools, interaction with Metadata API is seamless and invisible. Therefore, most developers will find it much easier to
use these tools than write code that calls deploy() and retrieve() directly.
Data in XML files is formatted using the English (United States) locale. This ensures that fields that depend on locale, such as date fields,
are interpreted consistently during data migrations between organizations using different languages. Organizations can support multiple
languages for presentation to their users.
The deploy() and retrieve() calls are used primarily for the following development scenarios:
Development of a custom application (or customization) in a sandbox organization. After development and testing is completed,
the application or customization is then deployed into a production organization using Metadata API.
Team development of an application in a Developer Edition organization. After development and testing is completed, you can then
distribute the application via Force.com AppExchange.
SEE ALSO:
Unsupported Metadata Types
Working with the Zip File

The deploy() and retrieve() calls are used to deploy and retrieve a .zip file. Within the .zip file is a project manifest
(package.xml) that lists what to retrieve or deploy, and one or more XML components that are organized into folders.
Note: A component is an instance of a metadata type. For example, CustomObject is a metadata type for custom objects,
and the MyCustomObject__c component is an instance of a custom object.
The files that are retrieved or deployed in a .zip file might be unpackaged components that reside in your organization (such as standard
objects) or packaged components that reside within named packages.
Note: Metadata API can deploy and retrieve up to 10,000 files or 400 MB at one time. If either of these limits is exceeded, the
deployment or retrieval fails.
Every .zip file contains a project manifest, a file thats named package.xml, and a set of directories that contain the components.
The manifest file defines the components that youre trying to retrieve or deploy in the .zip file and the API version thats used for the
deployment or retrieval.
14
Working with the Zip File
The following is a sample package.xml file. Note that you can retrieve an individual component for a metadata type by specifying
its fullName field value in a members element, or you can also retrieve all components of a metadata type by using
<members>*</members>.
<types>
<members>MyCustomObject__c</members>
</types>
<types>
</types>
<types>
<members>Standard</members>
<name>Profile</name>
</types>
</Package>
The following elements can be defined in package.xml.

<fullName> contains the name of the server-side package. If no <fullName> exists, this is a client-side unpackaged
package.
<types> contains the name of the metadata type (for example, CustomObject) and the named members (for example,
myCustomObject__c) to be retrieved or deployed. There can be multiple <types> elements in a manifest file, and there is
one entry for each named component, and one entry for each individual member.
<members> contains the fullName of the component, for example MyCustomObject__c. The listMetadata()
call is useful for determining the fullName for components of a particular metadata type, if you want to retrieve an individual
component. For many metadata types, you can replace the value in members with the wildcard character * (asterisk) instead of
listing each member separately. For a list of metadata types that allow the wildcard character, see the Allows Wildcard (*)? column
in Metadata Types.
Note: You specify Security in the <members> element and Settings in the name element when retrieving the SecuritySettings
component type.
<name> contains the metadata type, for example CustomObject or Profile. There is one name defined for each metadata
type in the directory. Any metadata type that extends Metadata is a valid value. The name thats entered must match a metadata
type thats defined in the Metadata API WSDL. See Metadata Types for a list.
<version> is the API version number thats used when the .zip file is deployed or retrieved. Currently the valid value is 36.0.
For more sample package.xml manifest files that show you how to work with different subsets of metadata, see Sample
package.xml Manifest Files.
To delete components, see Deleting Components from an Organization.
SEE ALSO:
Metadata Types
15
Sample package.xml Manifest Files

This section includes sample package.xml manifest files that show you how to work with different subsets of metadata. A manifest
file can include multiple <types> elements so you could combine the individual samples into one package.xml manifest file if
you want to work with all the metadata in one batch. For more information about the structure of a manifest file, see Working with the
Zip File. The following samples are listed:
Standard Objects
All Custom Objects
Standard Picklist Fields
Custom and Standard Fields
List Views for Standard Objects
Packages
Security Settings
Assignment Rules, Auto-response Rules, Escalation Rules
Sharing Rules
Managed Component Access
Standard Objects
This sample package.xml manifest file illustrates how to work with the standard Account object. Retrieving or deploying a standard
object includes all custom and standard fields except for standard fields that arent customizable. All custom fields are supported. Only
standard fields that you can customize are supported, that is, standard fields to which you can add help text or enable history tracking
or Chatter feed tracking. Other standard fields aren't supported, including system fields (such as CreatedById or
LastModifiedDate) and autonumber fields.
<types>
<members>Account</members>
</types>
</Package>
Note how you work with the standard Account object by specifying it as a member of a CustomObject type. However, you cannot use
an asterisk wildcard to work with all standard objects; each standard object must be specified by name.
All Custom Objects

This sample package.xml manifest file illustrates how to work with all custom objects.
<types>
</types>
16
</Package>
This manifest file can be used to retrieve or deploy all custom objects. This does not include all standard objects.
Standard Picklist Fields

This sample package.xml manifest file illustrates how to work with the standard Industry Picklist field in the standard Account
object.
<types>
<members>Account.Industry</members>
<name>CustomField</name>
</types>
</Package>
Note the objectName.picklistField syntax in the <members> field where objectName is the name of the object, such
as Account, and picklistField is the name of the standard picklist field, such as Industry.
This sample package.xml manifest file illustrates how to get the opportunity team roles (the same picklist values as the account
team roles) using the TeamMemberRole picklist field values on the OpportunityTeamMember object. You need to have team selling
enabled in your organization to retrieve these values.
<types>
<members>OpportunityTeamMember.TeamMemberRole</members>
</types>
</Package>
Custom and Standard Fields

This sample package.xml manifest file illustrates how to work with custom fields in custom and standard objects and standard
fields in a standard object.
<types>
<members>MyCustomObject__c.MyCustomField__c</members>
</types>
<types>
<members>Account.SLA__c</members>
<members>Account.Phone</members>
</types>
</Package>
17
Note the objectName.field syntax in the <members> field where objectName is the name of the object, such as Account,
and field is the name of the custom or standard field, such as an SLA picklist field representing a service-level agreement option.
The MyCustomField custom field in the MyCustomObject custom object is uniquely identified by its full name,
MyCustomObject__c.MyCustomField__c. Similarly, the Phone standard field in the Account standard object is uniquely
identified by its full name, Account.Phone.
All custom fields are supported. Only standard fields that you can customize are supported, that is, standard fields to which you can add
help text or enable history tracking or Chatter feed tracking. Other standard fields aren't supported, including system fields (such as
CreatedById or LastModifiedDate) and autonumber fields.
List Views for Standard Objects

The easiest way to retrieve list views for a standard object is to retrieve the object. The list views are included in the retrieved component.
See Standard Objects on page 16.
You can also work with individual list views if you do not want to retrieve all the details for the object. This sample package.xml
manifest file illustrates how to work with a list view for the standard Account object.
<types>
<members>Account.AccountTeam</members>
<name>ListView</name>
</types>
</Package>
Note the objectName.listViewUniqueName syntax in the <members> field where objectName is the name of the
object, such as Account, and listViewUniqueName is the View Unique Name for the list view. If you retrieve this list view,
the component is stored in objects/Account.object.
Packages
To retrieve a package, set the name of the package in the packageNames field in RetrieveRequest when you call retrieve().
The package.xml manifest file is automatically populated in the retrieved .zip file. The <fullName> element in package.xml
contains the name of the retrieved package.
If you use an asterisk wildcard in a <members> element to retrieve all the components of a particular metadata type, the retrieved
contents do not include components in managed packages. For more information about managed packages, see the ISVforce Guide.
The easiest way to retrieve a component in a managed package is to retrieve the complete package by setting the name of the package
in the packageNames field in RetrieveRequest, as described above. The following sample package.xml manifest file illustrates
an alternative to retrieve an individual component in a package.
<types>
<members>myns__MyCustomObject__c</members>
</types>
</Package>
18
Note the namespacePrefix__objectName syntax in the <members> field where namespacePrefix is the namespace
prefix of the package and objectName is the name of the object. A namespace prefix is a 1 to 15-character alphanumeric identifier
that distinguishes your package and its contents from other publishers packages. For more information, see Register a Namespace
Prefix in the Salesforce Help.
Security Settings
This sample package.xml manifest file illustrates how to work with an organizations security settings. You specify Security in the
<members> element and Settings in the name element when retrieving the SecuritySettings component type.
<types>
<members>Security</members>
<name>Settings</name>
</types>
</Package>
Assignment Rules, Auto-response Rules, Escalation Rules

Assignment rules, auto-response rules and escalation rules use different package.xml type names to access sets of rules or individual
rules for object types. For example, the following sample package.xml manifest file illustrates how to access an organizations
assignment rules for just Cases and Leads.
<types>
<members>Case</members>
<members>Lead</members>
<name>AssignmentRules</name>
</types>
</Package>
The following sample package.xml manifest file illustrates how to access just the samplerule Case assignment rule and the
newrule Lead assignment rule. Notice that the type name is AssignmentRule and not AssignmentRules.
<types>
<members>Case.samplerule</members>
<members>Lead.newrule</members>
<name>AssignmentRule</name>
</types>
</Package>
Similarly, for accessing individual auto-response rules and escalation rules, use AutoResponseRule and EscalationRule
instead of AutoResponseRules and EscalationRules.
19
Sharing Rules
In API version 33.0 and later, you can retrieve and deploy sharing rules for all standard and custom objects. This sample package.xml
manifest file illustrates how to work with an organizations sharing rules, which includes retrieving a specific criteria-based sharing rule
for the lead object, retrieving all ownership-based sharing rules for all objects, and retrieving all territory-based sharing rules for the
account object.
<types>
<members>Lead.testShareRule</members>
<name>SharingCriteriaRule</name>
</types>
<types>
<name>SharingOwnerRule</name>
</types>
<types>
<members>Account.*</members>
<name>SharingTerritoryRule</name>
</types>
</Package>
Managed Component Access

In API version 29.0 and later, you can retrieve and deploy access settings for the following managed components in profiles and permission
sets:
Apex classes
Apps
Custom field permissions
Custom object permissions
Custom tab settings
External data sources
Record types
Visualforce pages
When retrieving and deploying managed component permissions, specify the namespace followed by two underscores. Wildcards are
not supported.
For example, lets say you install a managed package with the namespace MyNamespace and the custom object JobRequest__c.
To set object permissions for JobRequest__c in the package to the custom profile MyProfile, you would add the following to the
.profile file.
To deploy:
<objectPermissions>
<allowCreate>true</allowCreate>
<allowDelete>true</allowDelete>
<allowEdit>true</allowEdit>
<allowRead>true</allowRead>
20
Running Tests in a Deployment
<viewAllRecords>false</viewAllRecords>
<modifyAllRecords>false</modifyAllRecords>
<object>MyNamespace__JobRequest__c</object>
</objectPermissions>
To retrieve:
<types>
<members>MyNamespace__JobRequest__c</members>
</types>
<types>
<members>MyProfile</members>
</types>
When retrieving permission sets and profiles, make sure that you also retrieve any components that are related to the permissions and
settings. For example, when retrieving app visibilities, you must also retrieve the associated app, and when retrieving object or field
permissions, you must also retrieve the associated object.

Default Test Execution in Production
When no test level is specified in the deployment options, the default test execution behavior depends on the contents of your deployment
package. When deploying to production, all tests, except those that originate from managed packages, are executed if your deployment
package contains Apex classes or triggers. If your package doesnt contain Apex components, no tests are run by default.
In API version 33.0 and earlier, tests were run for components that required tests, such as custom objects, and not only for Apex
components. For example, if your package contains a custom object, all tests are run in API version 33.0 and earlier. In contrast, starting
with API version 34.0, no tests are run for this package. The API version corresponds to the version of your API client or the version of the
tool youre using (Force.com Migration Tool).
You can run tests for a deployment of non-Apex components. You can override the default test execution behavior by setting the test
level in your deployment options. Test levels are enforced regardless of the types of components present in your deployment package.
We recommend that you run all local tests in your development environment, such as sandbox, prior to deploying to production. Running
tests in your development environment reduces the amount of tests needed to run in a production deployment.
Note: This default test execution behavior doesnt apply to change sets. When you deploy change sets to production, all local
tests are executed if your change sets include components that require tests. The executed tests must cover your code at a minimum
of 75%. For a list of components that require tests, see this next section.
Default Test Execution in Production for API Version 33.0 and Earlier
For deployment to a production organization, all local tests in your organization are run by default. Tests that originate from installed
managed packages arent run by default. If any test fails, the entire deployment is rolled back.
If the deployment includes components for the following metadata types, all local tests are run. For change sets, this test execution
behavior applies to all API versions.
ApexClass
ApexComponent
21
Running a Subset of Tests in a Deployment
ApexPage
ApexTrigger
ArticleType
BaseSharingRule
CriteriaBasedSharingRule
CustomDataType
CustomField
CustomObject
DataCategoryGroup
Flow
InstalledPackage
NamedFilter
OwnerSharingRule
PermissionSet
Profile
Queue
RecordType
RemoteSiteSetting
Role
SharingReason
Territory
Validation Rules
Workflow
For example, no tests are run for the following deployments:
1 CustomApplication component
100 Report components and 40 Dashboard components
All tests are run for the following deployments:
1 CustomField component
1 ApexComponent component and 1 ApexClass component
5 CustomField components and 1 ApexPage component
100 Report components, 40 Dashboard components, and 1 CustomField component
SEE ALSO:
deploy()
Running a Subset of Tests in a Deployment

Test levels enable you to have more control over which tests are run in a deployment. To shorten deployment time to production, run
a subset of tests when deploying Apex components. The default test execution behavior in production has also changed. By default, if
no test level is specified, no tests are executed, unless your deployment package contains Apex classes or triggers.
22
Run the Same Tests in Sandbox and Production Deployments
If the code coverage of an Apex component in the deployment is less than 75%, the deployment fails. If one of the specified tests fails,
the deployment also fails. We recommend that you test your deployment in sandbox first to ensure that the specified tests cover each
component sufficiently. Even if your organizations overall code coverage is 75% or more, the individual coverage of the Apex components
being deployed can be less. If the code coverage requirement isnt met, write more tests and include them in the deployment.
To run a subset of tests, set the RunSpecifiedTests test level on the DeployOptions object. Next, specify each test class to
run in DeployOptions. Finally, pass DeployOptions as an argument to the deploy() call. The following example performs
those steps to run only the specified test classes.
// Create the DeployOptions object.
// Set the appropriate test level.
deployOptions.setTestLevel(TestLevel.RunSpecifiedTests);
// Specify the test classes to run.
// String array contains test class names.
String[] tests = {"TestClass1", "TestClass2", "TestClass3"};
// Add the test class names array to the deployment options.
deployOptions.setRunTests(tests);
// Call deploy() by passing the deployment options object as an argument.
AsyncResult asyncResult = metadatabinding.deploy(zipBytes,deployOptions);
Notes About Running Specific Tests

You can only specify test classes. You cant specify individual test methods.
We recommend that you refactor test classes to include the minimum number of tests that meet code coverage requirements.
Refactoring your test classes can contribute to shorter test execution times, and as a result, shorter deployment times.
You can deactivate a trigger in the target organization by deploying it with an inactive state. However, the trigger must have been
previously deployed with an active state.
Run the Same Tests in Sandbox and Production Deployments

Starting in API version 34.0, you can choose which tests to run in your development environment, such as only local tests, to match the
tests run in production. In earlier versions, if you enabled tests in your sandbox deployment, you couldnt exclude managed package
tests.
By default, no tests are run in a deployment to a non-production organization, such as a sandbox or a Developer Edition organization.
To specify tests to run in your development environment, set a testLevel deployment option. For example, to run local tests in a
deployment and to exclude managed package tests, set testLevel on the DeployOptions object to
TestLevel.RunLocalTests. Next, pass this object as an argument to the deploy() call as follows.
// Create the DeployOptions object.
// Set the appropriate test level.
deployOptions.setTestLevel(TestLevel.RunLocalTests);
// Call deploy() by passing the deployment options object as an argument.
AsyncResult asyncResult = metadatabinding.deploy(zipBytes,deployOptions);
23
Maintaining User References
Note: The RunLocalTests test level is enforced regardless of the contents of the deployment package. In contrast, tests are
executed by default in production only if your deployment package contains Apex classes or triggers. You can use
RunLocalTests for sandbox and production deployments.
Maintaining User References

User fields are preserved during a metadata deployment.
When a component in your deployment refers to a specific user, such as a recipient of a workflow email notification or a dashboard
running user, then Salesforce attempts to locate a matching user in the destination organization by comparing usernames during the
deployment.
For example, when you copy data to a sandbox, the fields containing usernames from the production organization are altered to include
the sandbox name. In a sandbox named test, the username [email protected] becomes [email protected]. When you
deploy the metadata in the sandbox to another organization, the test in the username is ignored.
For user references in deployments, Salesforce performs the following sequence:
1. Salesforce compares usernames in the source environment to the destination environment and adapts the organization domain
name.
2. If two or more usernames match, Salesforce lists the matching names and requests one of the users in the source environment be
renamed.
3. If a username in the source environment doesnt exist in the destination environment, Salesforce displays an error, and the deployment
stops until the usernames are removed or resolved to users in the destination environment.
24
CHAPTER 4
Use the CRUD-based metadata calls to create, update, or delete setup and configuration components for your organization or application.
These configuration components include custom objects, custom fields, and other configuration metadata. The metadata calls mimic
the behavior in the Salesforce user interface for creating, updating, or deleting components. Whatever rules apply there also apply to
these calls.
Metadata calls are different from the core, synchronous API calls in the following ways:
Metadata API calls are available in a separate WSDL. To download the WSDL, log into Salesforce, from Setup, enter API in the
Quick Find box, then select API and click the Download Metadata WSDL link.
After logging in, you must send Metadata API calls to the Metadata API endpoint, which has a different URL than the SOAP API.
Retrieve the metadataServerUrl from the LoginResult returned by your SOAP API login() call. For more information
about the SOAP API, see the SOAP API Developer's Guide.
Metadata calls are either synchronous or asynchronous. CRUD calls are synchronous in API version 30.0 and later, and similar to the
API core calls the results are returned in a single call. In earlier API versions, create, update, and delete are only asynchronous, which
means that the results are not immediately returned in one call.
There are synchronous metadata calls that map to the corresponding core SOAP API synchronous calls.
createMetadata() maps to the create() SOAP API call.
updateMetadata() maps to the update() SOAP API call.
deleteMetadata() maps to the delete() SOAP API call.
Note: Metadata API also supports retrieve() and deploy() calls for retrieving and deploying metadata components.
For more information, see Deploying and Retrieving Metadata.
Java Sample for CRUD-Based Development with Synchronous Calls

This section guides you through a sample Java client application that uses CRUD-based calls. This sample application performs the
following main tasks.
1. Uses the MetadataLoginUtil.java class to create a Metadata connection. For more information, see Step 3: Walk Through
the Java Sample Code.
2. Calls createMetadata() to create a custom object. This call returns the result in one call.
3. Inspects the returned SaveResult object to check if the operation succeeded, and if it didnt, writes the component name, error
message, and status code to the output.
/**
* Sample that logs in and creates a custom object through the metadata API
*/
public class CRUDSampleCreate {
25

public CRUDSampleCreate() {
}
CRUDSampleCreate crudSample = new CRUDSampleCreate();
crudSample.runCreate();
}
/**
* Create a custom object. This method demonstrates usage of the
* create() and checkStatus() calls.
*
* @param uniqueName Custom object name should be unique.
*/
private void createCustomObjectSync(final String uniqueName) throws Exception {
final String label = "My Custom Object";
CustomObject co = new CustomObject();
co.setFullName(uniqueName);
co.setDeploymentStatus(DeploymentStatus.Deployed);
co.setDescription("Created by the Metadata API Sample");
co.setEnableActivities(true);
co.setLabel(label);
co.setPluralLabel(label + "s");
co.setSharingModel(SharingModel.ReadWrite);
// The name field appears in page layouts, related lists, and elsewhere.
CustomField nf = new CustomField();
nf.setType(FieldType.Text);
nf.setDescription("The custom object identifier on page layouts, related lists
etc");
nf.setLabel(label);
nf.setFullName(uniqueName);
customObject.setNameField(nf);
SaveResult[] results = metadataConnection
.createMetadata(new Metadata[] { co });
for (SaveResult r : results) {
if (r.isSuccess()) {
System.out.println("Created component: " + r.getFullName());
} else {
System.out
.println("Errors were encountered while creating "
+ r.getFullName());
for (Error e : r.getErrors()) {
System.out.println("Error message: " + e.getMessage());
System.out.println("Status code: " + e.getStatusCode());
}
}
26
}
}
private void runCreate() throws Exception {
metadataConnection = MetadataLoginUtil.login();
// Custom objects and fields must have __c suffix in the full name.
final String uniqueObjectName = "MyCustomObject__c";
createCustomObjectSync(uniqueObjectName);
}
}
Java Sample for CRUD-Based Development with Asynchronous Calls

Important: The sample in this section depends on the asynchronous create() CRUD call. Asynchronous CRUD calls are no
longer available as of API version 31.0 and are available only in earlier API versions.
This section guides you through a sample Java client application that uses asynchronous CRUD-based calls. This sample application
performs the following main tasks:
1. Uses the MetadataLoginUtil.java class to create a Metadata connection. For more information, see Step 3: Walk Through
the Java Sample Code.
2. Calls create() to create a new custom object.
Salesforce returns an AsyncResult object for each component you tried to create. The AsyncResult object is updated with status
information as the operation moves from a queue to completed or error state.
3. Calls checkStatus() in a loop until the status value in AsyncResult indicates that the create operation is completed.
Note the error handling code that follows each API call.
/**
* Sample that logs in and creates a custom object through the metadata api
*/
public class CRUDSample {
public CRUDSample() {
}
CRUDSample crudSample = new CRUDSample();
crudSample.runCreate();
}
/**
* Create a custom object. This method demonstrates usage of the
* create() and checkStatus() calls.
*
* @param uniqueName Custom object name should be unique.
27
*/
private void createCustomObject(final String uniqueName) throws Exception {
final String label = "My Custom Object";
CustomObject customObject = new CustomObject();
customObject.setFullName(uniqueName);
customObject.setDeploymentStatus(DeploymentStatus.Deployed);
customObject.setDescription("Created by the Metadata API Sample");
customObject.setLabel(label);
customObject.setPluralLabel(label + "s");
customObject.setSharingModel(SharingModel.ReadWrite);
// The name field appears in page layouts, related lists, and elsewhere.
nf.setDescription("The custom object identifier on page layouts, related lists
etc");
nf.setLabel(label);
nf.setFullName(uniqueName);
customObject.setNameField(nf);
AsyncResult[] asyncResults = metadataConnection.create(
new CustomObject[]{customObject});
if (asyncResults == null) {
System.out.println("The object was not created successfully");
return;
}
// After the create() call completes, we must poll the results of the checkStatus()
// call until it indicates that the create operation has completed.
do {
printAsyncResultStatus(asyncResults);
asyncResults = metadataConnection.checkStatus(new
String[]{asyncResults[0].getId()});
} while (!asyncResults[0].isDone());
printAsyncResultStatus(asyncResults);
}
private void printAsyncResultStatus(AsyncResult[] asyncResults) throws Exception {
if (asyncResults == null || asyncResults.length == 0 || asyncResults[0] == null)
{
throw new Exception("The object status cannot be retrieved");
}
AsyncResult asyncResult = asyncResults[0]; //we are creating only 1 metadata object
if (asyncResult.getStatusCode() != null) {
System.out.println("Error status code: " +
28
asyncResult.getStatusCode());
System.out.println("Error message: " + asyncResult.getMessage());
}
System.out.println("Object with id:" + asyncResult.getId() + " is " +
asyncResult.getState());
}
private void runCreate() throws Exception {
// Custom objects and fields must have __c suffix in the full name.
final String uniqueObjectName = "MyCustomObject__c";
createCustomObject(uniqueObjectName);
}
}
29
CHAPTER 5
Error Handling
Metadata API calls return error information that your client application can use to identify and resolve runtime errors. The Metadata API
provides the following types of error handling:
Since the Metadata API uses the enterprise or partner WSDLs to authenticate, it uses SOAP fault messages defined in those WSDLs
for errors resulting from badly formed messages, failed authentication, or similar problems. Each SOAP fault has an associated
ExceptionCode. For more details, see Error Handling in the SOAP API Developer's Guide.
For errors with the asynchronous create(), update(), and delete() calls, see the error status code in the statusCode
field in the AsyncResult object for the associated component.
For errors with the synchronous CRUD calls, see the error status code in the statusCode field of the Error object corresponding
to each error in the array returned by the errors field of the appropriate result object. For example, the result object of
createMetadata() is SaveResult.
For errors with deploy(), see the problem and success fields in the DeployMessage object for the associated component.
For errors with retrieve(), see the problem field in the RetrieveMessage object for the associated component.
For sample code, see Step 3: Walk Through the Java Sample Code on page 6.
Error Handling for Session Expiration

When you sign on via the login() call, a new client session begins and a corresponding unique session ID is generated. Sessions
automatically expire after the amount of time specified in the Security Controls setup area of the Salesforce application (default two
hours). When your session expires, the exception code INVALID_SESSION_ID is returned. If this happens, you must invoke the login()
call again. For more information about login(), see the SOAP API Developer's Guide.
30
REFERENCE
CHAPTER 6
File-Based Calls
Use the following file-based calls to deploy or retrieve XML components.

deploy()
deployRecentValidation()
retrieve()
deploy()
Uses file representations of components to create, update, or delete those components in an organization.
Syntax
AsyncResult = metadatabinding.deploy(base64 zipFile, DeployOptions deployOptions)
Usage
Use this call to take file representations of components and deploy them into an organization by creating, updating, or deleting the
components they represent.
In API version 29.0, Salesforce improved the deployment status properties and removed the requirement to use checkStatus()
after a deploy() call to get information about deployments. Salesforce continues to support the use of checkStatus() when
using deploy() with API version 28.0 or earlier.
For API version 29.0 or later, deploy (create or update) packaged or unpackaged components using the following steps.
1. Issue a deploy() call to start the asynchronous deployment. An AsyncResult object is returned. Note the value in the id field
and use it for the next step.
2. Issue a checkDeployStatus() call in a loop until the done field of the returned DeployResult contains true, which means
that the call is completed. The DeployResult object contains information about an in-progress or completed deployment started
using the deploy() call. When calling checkDeployStatus(), pass in the id value from the AsyncResult object from the
first step.
For API version 28.0 or earlier, deploy (create or update) packaged or unpackaged components using the following steps.
1. Issue a deploy() call to start the asynchronous deployment. An AsyncResult object is returned. If the call is completed, the done
field contains true. Most often, the call is not completed quickly enough to be noted in the first result. If it is completed, note the
value in the id field returned and skip the next step.
31
File-Based Calls
deploy()
2. If the call is not complete, issue a checkStatus() call in a loop using the value in the id field of the AsyncResult object returned
by the deploy() call in the previous step. Check the AsyncResult object which is returned until the done field contains true.
The time taken to complete a deploy() call depends on the size of the zip file being deployed, so a longer wait time between
iterations should be used as the size of the zip file increases.
3. Issue a checkDeployStatus() call to obtain the results of the deploy() call, using the id value returned in the first step.
To track the status of deployments that are in progress or completed in the last 30 days, from Setup, enter Deployment Status
in the Quick Find box, then select Deployment Status.
You can cancel a deployment while its in progress or in the queue by clicking Cancel next to the deployment. The deployment then
has the status Cancel Requested until the deployment is completely canceled. A canceled deployment is listed in the Failed
section.
The package.xml file is a project manifest that lists all the components that you want to retrieve or deploy. You can use
package.xml to add components. To delete components, add another manifest file. See Deleting Components from an Organization.
Permissions
Your client application must be logged in with the Modify All Data permission.
Arguments
Name
Type
Description
zipFile
base64
Base 64-encoded binary data. Client applications must encode the binary data as base64.
deployOptions DeployOptions Encapsulates options for determining which packages or files are deployed.
DeployOptions
The following deployment options can be selected for this call:
Name
Type
Description
allowMissingFiles
boolean
Specifies whether a deploy succeeds even if files that are

specified in package.xml but are not in the .zip file
(true or not false).
Do not set this argument for deployment to production
organizations.
autoUpdatePackage
boolean
If a file is in the .zip file but not specified in package.xml,

specifies whether the file should be automatically added to
the package (true or not false). A retrieve() is
automatically issued with the updated package.xml that
includes the .zip file.
Do not set this argument for deployment to production
organizations.
32
File-Based Calls
deploy()
Name
Type
Description
checkOnly
boolean
Indicates whether Apex classes and triggers are saved to the

organization as part of the deployment (false) or not
(true). Defaults to false. Any errors or messages that would
have been issued are still generated. This parameter is similar
to the Salesforce Ant tools checkOnly parameter.
ignoreWarnings
boolean
Indicates whether a warning should allow a deployment to

complete successfully (true) or not (false). Defaults to
false.
The DeployMessage object for a warning contains the following
values:
problemTypeWarning
problemThe text of the warning.
If a warning occurs and ignoreWarnings is set to true,
the success field in DeployMessage is true. If
ignoreWarnings is set to false, success is set to
false and the warning is treated like an error.
This field is available in API version 18.0 and later. Prior to
version 18.0, there was no distinction between warnings and
errors. All problems were treated as errors and prevented a
successful deployment.
performRetrieve
boolean
Indicates whether a retrieve() call is performed

immediately after the deployment (true) or not (false).
Set to true in order to retrieve whatever was just deployed.
purgeOnDelete
boolean
If true, the deleted components in the

destructiveChanges.xml manifest file aren't stored
in the Recycle Bin. Instead, they become immediately eligible
for deletion.
This field is available in API version 22.0 and later.
This option only works in Developer Edition or sandbox
organizations; it doesn't work in production organizations.
rollbackOnError
boolean
Indicates whether any failure causes a complete rollback

(true) or not (false). If false, whatever set of actions
can be performed without errors are performed, and errors are
returned for the remaining actions. This parameter must be
set to true if you are deploying to a production organization.
The default is false.
runAllTests
boolean
(Deprecated and only available in API version 33.0 and earlier.)

This field defaults to false. Set to true to run all Apex tests
after deployment, including tests that originate from installed
managed packages.
33
File-Based Calls
Name
deploy()
Type
Description
Note: Apex tests that run as part of a deployment
always run synchronously and serially.
runTests
string[]
A list of Apex tests to run during deployment. Specify the class

name, one name per instance. The class name can also specify
a namespace with a dot notation. For more information, see
Running a Subset of Tests in a Deployment.
To use this option, set testLevel to
RunSpecifiedTests.
singlePackage
boolean
Indicates whether the specified .zip file points to a directory

structure with a single package (true) or a set of packages
(false).
testLevel
TestLevel (enumeration of type

string)
Optional. Specifies which tests are run as part of a deployment.

The test level is enforced regardless of the types of components
that are present in the deployment package. Valid values are:
NoTestRunNo tests are run. This test level applies
only to deployments to development environments, such
as sandbox, Developer Edition, or trial organizations. This
test level is the default for development environments.
RunSpecifiedTestsOnly the tests that you specify
in the runTests option are run. Code coverage
requirements differ from the default coverage requirements
when using this test level. Each class and trigger in the
deployment package must be covered by the executed
tests for a minimum of 75% code coverage. This coverage
is computed for each class and trigger individually and is
different than the overall coverage percentage.
RunLocalTestsAll tests in your organization are
run, except the ones that originate from installed managed
packages. This test level is the default for production
deployments that include Apex classes or triggers.
RunAllTestsInOrgAll tests are run. The tests
include all tests in your organization, including tests of
managed packages.
If you dont specify a test level, the default test execution
behavior is used. See Running Tests in a Deployment.
Note: Apex tests that run as part of a deployment
always run synchronously and serially.
34
File-Based Calls
deploy()
Response
AsyncResult
Sample CodeJava
This sample shows how to deploy components in a zip file. See the retrieve() sample code for details on how to retrieve a zip file.
package com.doc.samples;
import java.io.*;
import java.rmi.RemoteException;
import
import
import
import
import
import
import
import
import
import
import
import
import
com.sforce.soap.metadata.AsyncResult;
com.sforce.soap.metadata.DeployDetails;
com.sforce.soap.metadata.DeployOptions;
com.sforce.soap.metadata.DeployResult;
com.sforce.soap.metadata.DeployMessage;
com.sforce.soap.metadata.RunTestsResult;
com.sforce.soap.metadata.RunTestFailure;
com.sforce.soap.metadata.CodeCoverageWarning;
/**
* Deploy a zip file of metadata components.
* Prerequisite: Have a deploy.zip file that includes a package.xml manifest file that
* details the contents of the zip file.
*/
public class DeploySample {
// binding for the metadata WSDL used for making metadata API calls
static BufferedReader rdr = new BufferedReader(new InputStreamReader(System.in));
private static final String ZIP_FILE = "deploy.zip";
DeploySample sample = new DeploySample(USERNAME, PASSWORD, URL);
35
File-Based Calls
deploy()
sample.deployZip();
}
public DeploySample(String username, String password, String loginUrl)
throws ConnectionException {
createMetadataConnection(username, password, loginUrl);
}
public void deployZip()
throws RemoteException, Exception
{
byte zipBytes[] = readZipFile();
deployOptions.setPerformRetrieve(false);
deployOptions.setRollbackOnError(true);
AsyncResult asyncResult = metadataConnection.deploy(zipBytes, deployOptions);
// Wait for the deploy to complete
int poll = 0;
DeployResult deployResult = null;
do {
"of metadata components, check that the time allowed by " +
"MAX_NUM_POLL_REQUESTS is sufficient.");
}
}
}
}
}
36
File-Based Calls
deploy()
if (!deployResult.isSuccess()) {
printErrors(deployResult, "Final list of failures:\n");
}
System.out.println("The file " + ZIP_FILE + " was successfully deployed");
}
/**
* Read the zip file contents into a byte array.
* @return byte[]
* @throws Exception - if cannot find the zip file to deploy
*/
private byte[] readZipFile()
throws Exception
{
// We assume here that you have a deploy.zip file.
// See the retrieve sample for how to retrieve a zip file.
File deployZip = new File(ZIP_FILE);
if (!deployZip.exists() || !deployZip.isFile())
throw new Exception("Cannot find the zip file to deploy. Looking for " +
deployZip.getAbsolutePath());
FileInputStream fos = new FileInputStream(deployZip);
ByteArrayOutputStream bos = new ByteArrayOutputStream();
int readbyte = -1;
while ((readbyte = fos.read()) != -1) {
bos.write(readbyte);
}
fos.close();
bos.close();
return bos.toByteArray();
}
/**
*/
private void printErrors(DeployResult result, String messageHeader)
{
DeployDetails deployDetails = result.getDetails();
StringBuilder errorMessageBuilder = new StringBuilder();
if (deployDetails != null) {
DeployMessage[] componentFailures = deployDetails.getComponentFailures();
for (DeployMessage message : componentFailures) {
String loc = (message.getLineNumber() == 0 ? "" :
("(" + message.getLineNumber() + "," +
message.getColumnNumber() + ")"));
if (loc.length() == 0
&& !message.getFileName().equals(message.getFullName())) {
loc = "(" + message.getFullName() + ")";
}
37
File-Based Calls
deploy()
errorMessageBuilder.append(message.getFileName() + loc + ":" +

message.getProblem()).append('\n');
}
RunTestsResult rtr = deployDetails.getRunTestResult();
errorMessageBuilder.append("Test failure, method: " + n + "." +
failure.getMethodName() + " -- " +
failure.getMessage() + " stack " +
failure.getStackTrace() + "\n\n");
}
}
errorMessageBuilder.append("Code coverage issue");
errorMessageBuilder.append(", class: " + n);
}
errorMessageBuilder.append(" -- " + ccw.getMessage() + "\n");
}
}
}
if (errorMessageBuilder.length() > 0) {
errorMessageBuilder.insert(0, messageHeader);
System.out.println(errorMessageBuilder.toString());
}
}
private void createMetadataConnection(
final ConnectorConfig loginConfig = new ConnectorConfig();
loginConfig.setAuthEndpoint(loginUrl);
loginConfig.setServiceEndpoint(loginUrl);
loginConfig.setManualLogin(true);
LoginResult loginResult = (new EnterpriseConnection(loginConfig)).login(
username, password);
final ConnectorConfig metadataConfig = new ConnectorConfig();
metadataConfig.setServiceEndpoint(loginResult.getMetadataServerUrl());
metadataConfig.setSessionId(loginResult.getSessionId());
this.metadataConnection = new MetadataConnection(metadataConfig);
}
}
38
File-Based Calls
Deleting Components from an Organization
IN THIS SECTION:
1. Deleting Components from an Organization
To delete components, perform a deployment with the deploy() call by using a destructive changes manifest file that lists the
components to remove from your organization. You can perform a deployment that only deletes components, or a deployment
that deletes and adds components. In API version 33.0 and later, you can specify components to delete before and after other
components are added or updated. In earlier API versions, if deletions and additions are specified for the same deployment, the
deploy() call performs the deletions first.
2. checkDeployStatus()
3. cancelDeploy()
SEE ALSO:
Deleting Components from an Organization

To delete components, perform a deployment with the deploy() call by using a destructive changes manifest file that lists the
components to remove from your organization. You can perform a deployment that only deletes components, or a deployment that
deletes and adds components. In API version 33.0 and later, you can specify components to delete before and after other components
are added or updated. In earlier API versions, if deletions and additions are specified for the same deployment, the deploy() call
performs the deletions first.
Deleting Components in a Deployment

To delete components, use the same procedure as with deploying components, but also include a delete manifest file thats named
destructiveChanges.xml and list the components to delete in this manifest. The format of this manifest is the same as
package.xml except that wildcards arent supported.
The following sample destructiveChanges.xml file names a single custom object to be deleted:
<types>
</types>
</Package>
To deploy the destructive changes, you must also have a package.xml file that lists no components to deploy, includes the API
version, and is in the same directory as destructiveChanges.xml:
</Package>
Note:
To bypass the Recycle Bin, set the purgeOnDelete option to true.
If you try to delete some components that dont exist in the organization, the rest of the deletions are still attempted.
39
File-Based Calls
checkDeployStatus()
Adding and Deleting Components in a Single Deployment

You can perform a deployment that specifies components to delete in destructiveChanges.xml and components to add or
update in package.xml. The process is the same as with performing a delete-only deployment except that package.xml contains
the components to add or update.
By default, deletions are processed before component additions. In API version 33.0 and later, you can specify components to be deleted
before and after component additions. The process is the same as with performing a delete-only deployment except that the name of
the deletion manifest file is different.
To delete components before adding or updating other components, create a manifest file thats named
destructiveChangesPre.xml and include the components to delete.
To delete components after adding or updating other components, create a manifest file thats named
destructiveChangesPost.xml and include the components to delete.
The ability to specify when deletions are processed is useful when youre deleting components with dependencies. For example, if a
custom object is referenced in an Apex class, you cant delete it unless you modify the Apex class first to remove the dependency on
the custom object. In this example, you can perform a single deployment that updates the Apex class to clear the dependency and then
deletes the custom object by using destructiveChangesPost.xml. The following are samples of the package.xml and
destructiveChangesPost.xml manifests that would be used in this example.
Sample package.xml, which specifies the class to update:
<types>
<members>SampleClass</members>
<name>ApexClass</name>
</types>
</Package>
Sample destructiveChangesPost.xml, which specifies the custom object to delete after the class update:
<types>
</types>
</Package>
Note: The API version that the deployment uses is the API version thats specified in package.xml.
checkDeployStatus()
Checks the status of declarative metadata call deploy().
Syntax
DeployResult = metadatabinding.checkDeployStatus(ID id, includeDetails boolean);
40
File-Based Calls
cancelDeploy()
Usage
checkDeployStatus is used as part of the process for deploying packaged or unpackaged components to an organization:
1. Issue a deploy() call to start the asynchronous deployment. An AsyncResult object is returned. Note the value in the id field
and use it for the next step.
2. Issue a checkDeployStatus() call in a loop until the done field of the returned DeployResult contains true, which means
that the call is completed. The DeployResult object contains information about an in-progress or completed deployment started
using the deploy() call. When calling checkDeployStatus(), pass in the id value from the AsyncResult object from the
first step.
In API version 29.0, Salesforce improved the deployment status properties and removed the requirement to use checkStatus()
after a deploy() call to get information about deployments. Salesforce continues to support the use of checkStatus() when
using deploy() with API version 28.0 or earlier.
Sample CodeJava
See the deploy() sample code for sample usage of this call.
Arguments
Name
Type
Description
id
ID
ID obtained from an AsyncResult object returned by deploy() or a subsequent

checkDeployStatus() call.
includeDetails boolean
Sets the DeployResult object to include DeployDetails information ((true) or not (false).
The default is false. Available in API version 29.0 and later.
Response
DeployResult
cancelDeploy()
Cancels a deployment that hasnt completed yet.
Syntax
CancelDeployResult = metadatabinding.cancelDeploy(string id)
Usage
Use the cancelDeploy() operation to cancel a deployment in your organization started by the deploy() operation, which
includes deployments started by the Force.com Migration Tool and the Force.com IDE. The deployment can be in a queue waiting to
get started, or can be in progress. This operation takes the ID of the deployment you wish to cancel and returns a CancelDeployResult
object. When the deployment is in the queue and hasnt started yet, calling cancelDeploy() cancels the deployment immediately.
41
File-Based Calls
cancelDeploy()
When the deployment has started and is in progress, it might not get canceled immediately, so you should call
checkDeployStatus() to check the status of the cancellation.
Cancel a deployment using these steps.
1. Obtain the ID of the deployment you wish to cancel. For example, you can obtain the ID from the deploy() call in the
AsyncResult object id field. Alternatively, you can obtain the ID in the Salesforce user interface from Setup by entering
Deployment Status in the Quick Find box, selecting Deployment Status, and then noting the ID of a deployment
started by the API.
2. Issue a cancelDeploy() call to start the cancellation process. This call returns a CancelDeployResult object.
3. Check the value in the done field of the returned CancelDeployResult. If the done field value is true, the deployment
has been canceled and youre done. If the done field value is false, the cancellation is in progress, and follow these steps to
check the cancellation status.
a. Call checkDeployStatus() using the deployment ID you obtained earlier.
b. In the returned DeployResult object, check the status field. If the status is Canceling, this means the cancellation is still
in progress, and repeat steps a and b. Otherwise, if the status is Canceled, this means the deployment has been canceled
and youre done.
The deploy() operation throws these API faults.
INVALID_ID_FIELD with the message Invalid deploy ID
The specified ID argument doesnt correspond to a valid deployment.
INVALID_ID_FIELD with the message Deployment already completed
The specified deployment has already completed.
Version
Available in API version 30.0 and later.
Permissions
Arguments
Name
Type
Description
id
string
The ID of the deployment to cancel.
Response
CancelDeployResult
42
File-Based Calls
Sample CodeJava
This sample shows how to cancel a deployment. The sample calls cancelDeploy() by passing it a given deployment ID. Next, it
checks whether the cancellation has completed, and if not, calls checkDeployStatus in a loop.
public void cancelDeploy(String asyncId) throws Exception {
// Issue the deployment cancellation request
CancelDeployResult result = metadataConnection.cancelDeploy(asyncId);
// If the deployment cancellation completed, write a message to the output.
if (result.isDone()) {
System.out.println("Your deployment was canceled successfully!");
}
else {
// The deployment cancellation is still in progress, so get a new status
DeployResult deployResult = metadataConnection.checkDeployStatus(asyncId, false);
// Check whether the deployment is done. If not done, this means

// that the cancellation is still in progress and the status is Canceling.
while (!deployResult.isDone()) {
// Assert that the deployment status is Canceling
assert deployResult.getStatus() == DeployStatus.Canceling;
// Wait 2 seconds
Thread.sleep(2000);
// Get the deployment status again
deployResult = metadataConnection.checkDeployStatus(asyncId, false);
}
// The deployment is done. Write the status to the output.
// (When the deployment is done, the cancellation should have completed
// and the status should be Canceled. However, in very rare cases,
// the deployment can complete before it is canceled.)
System.out.println("Final deploy status = >" + deployResult.getStatus());
}
}
Deploys a recently validated component set without running Apex tests.
Syntax
string = metadatabinding.deployRecentValidation(ID validationID)
Usage
Use deployRecentValidation() to deploy your components to production in less time by skipping the execution of Apex
tests. Ensure that the following requirements are met before deploying a recent validation.
43
File-Based Calls
The components have been validated successfully for the target environment within the last four days (96 hours).
As part of the validation, Apex tests in the target org have passed.
Code coverage requirements are met.
If all tests in the org or all local tests are run, overall code coverage is at least 75%, and Apex triggers have some coverage.
If specific tests are run with the RunSpecifiedTests test level, each class and trigger that was deployed is covered by at
least 75% individually.
This call is equivalent to performing a quick deployment of a recent validation on the Deployment Status page in the Salesforce user
interface.
Before you call deployRecentValidation(), your organization must have a validation that was recently run. You can run a
validation on a set of components by calling deploy() with the checkOnly property of the deployOptions parameter set to
true. Note the ID that you obtained from the deploy() call. Youll use this ID for the deployRecentValidation() call in
the next step.
After youve run a validation successfully, use these steps to quick-deploy the validation to the same target environment.
1. To start an asynchronous quick deployment, call deployRecentValidation() and pass it the ID of a recent validation. This
ID is obtained from the previous deploy() call. The deployRecentValidation() call returns the ID of the quick deployment.
Note this value. Youll use it in the next step.
2. Check for the completion of the call. This process is similar to that of deploy(). Issue a checkDeployStatus() call in a loop
until the done field of the returned DeployResult contains true, which means that the call is completed. The DeployResult object
contains information about an in-progress or completed deployment that was started by using the
deployRecentValidation() call. When calling checkDeployStatus(), pass in the ID value that you obtained in
the first step.
Version
Arguments
Name
Type
validationID string
Description
The ID of a recent validation.
Response
Type: string
The ID of the quick deployment.
Sample CodeJava
package com.salesforce.test.metadata;
import java.rmi.RemoteException;
import com.sforce.soap.metadata.CodeCoverageWarning;
44
File-Based Calls
import
import
import
import
import
import
import
import
import
com.sforce.soap.metadata.DeployDetails;
com.sforce.soap.metadata.DeployMessage;
com.sforce.soap.metadata.DeployResult;
com.sforce.soap.metadata.RunTestFailure;
com.sforce.soap.metadata.RunTestsResult;
com.sforce.soap.partner.Connector;
/**
* Quick-deploy a recent validation.
* Prerequisite: A successful validation (check-only deploy) has been done in the org
recently.
*/
public class DeployRecentValidationSample {
// binding for the metadata WSDL used for making metadata API calls
final String USERNAME = args[0];
final String PASSWORD = args[1];
final String URL = args[2];
final String recentValidationId = args[3];
DeployRecentValidationSample sample = new DeployRecentValidationSample(
USERNAME, PASSWORD, URL);
sample.deployRecentValidation(recentValidationId);
}
public DeployRecentValidationSample(String username, String password, String loginUrl)
}
public void deployRecentValidation(String recentValidationId)
throws RemoteException, Exception
{
String asyncResultId = metadataConnection.deployRecentValidation(recentValidationId);
// Wait for the deploy to complete

int poll = 0;
DeployResult deployResult = null;
do {
45
File-Based Calls
"of metadata components, check that the time allowed by " +
"MAX_NUM_POLL_REQUESTS is sufficient.");
}
}
}
}
}
if (!deployResult.isSuccess()) {
printErrors(deployResult, "Final list of failures:\n");
}
System.out.println("The recent validation " + recentValidationId +
" was successfully deployed");
}
/**
*/
private void printErrors(DeployResult result, String messageHeader)
{
DeployDetails deployDetails = result.getDetails();
StringBuilder errorMessageBuilder = new StringBuilder();
if (deployDetails != null) {
DeployMessage[] componentFailures = deployDetails.getComponentFailures();
for (DeployMessage message : componentFailures) {
String loc = (message.getLineNumber() == 0 ? "" :
("(" + message.getLineNumber() + "," +
message.getColumnNumber() + ")"));
46
File-Based Calls
if (loc.length() == 0
&& !message.getFileName().equals(message.getFullName())) {
loc = "(" + message.getFullName() + ")";
}
errorMessageBuilder.append(message.getFileName() + loc + ":" +
message.getProblem()).append('\n');
}
RunTestsResult rtr = deployDetails.getRunTestResult();
errorMessageBuilder.append("Test failure, method: " + n + "." +
failure.getMethodName() + " -- " +
failure.getMessage() + " stack " +
failure.getStackTrace() + "\n\n");
}
}
errorMessageBuilder.append("Code coverage issue");
errorMessageBuilder.append(", class: " + n);
}
errorMessageBuilder.append(" -- " + ccw.getMessage() + "\n");
}
}
}
if (errorMessageBuilder.length() > 0) {
errorMessageBuilder.insert(0, messageHeader);
System.out.println(errorMessageBuilder.toString());
}
}
private void createMetadataConnection(
loginConfig.setUsername(username);
loginConfig.setPassword(password);
Connector.newConnection(loginConfig);

metadataConfig.setServiceEndpoint(
loginConfig.getServiceEndpoint().replace("/u/", "/m/"));
metadataConfig.setSessionId(loginConfig.getSessionId());
47
File-Based Calls
retrieve()
this.metadataConnection = com.sforce.soap.metadata.Connector.
newConnection(metadataConfig);
}
}
retrieve()
This call retrieves XML file representations of components in an organization.
Syntax
AsyncResult = metadatabinding.retrieve(RetrieveRequest retrieveRequest)
Usage
Use this call to retrieve file representations of components in an organization.
In API version 31.0 and later, the process of making a retrieve() call has been simplified. You no longer have to call
checkStatus() after a retrieve() call to obtain the status of the retrieve operation. Instead, make calls to
checkRetrieveStatus() only. If the retrieve operation is in progress, call checkRetrieveStatus() again until the
retrieve operation is completed. The checkStatus() call is still supported in versions API version 30.0 or earlier, but is not available
in API version 31.0 and later.
For API version 31.0 or later, retrieve packaged or unpackaged components by using the following steps.
1. Issue a retrieve() call to start the asynchronous retrieval. An AsyncResult object is returned. Note the value in the id field and
use it for the next step.
2. Issue a checkRetrieveStatus() call and pass in the id value from the AsyncResult object from the first step. Check the
value of the done field of the returned RetrieveResult. If it is true, this means that the call is completed and proceed to the next
step. Otherwise, repeat this step to call checkRetrieveStatus() again until the done field is true.
3. Retrieve the zip file (zipFile field) and other desired fields from RetrieveResult that was returned by the final call to
checkRetrieveStatus() in the previous step.
For API version 30.0 or earlier, retrieve packaged or unpackaged components by using the following steps.
1. Issue a retrieve() call to start the asynchronous retrieval. An AsyncResult object is returned. If the call is completed, the done
field contains true. Most often, the call is not completed quickly enough to be noted in the result. If it is completed, note the value
in the id field returned and skip the next step.
2. If the call is not complete, issue a checkStatus() call in a loop using the value in the id field of the AsyncResult object, returned
by the retrieve() call in the previous step. Check the AsyncResult object returned until the done field contains true. The
time taken to complete a retrieve() call depends on the size of the zip file being deployed, so use a longer wait time between
iterations as the size of the zip file increases.
3. Issue a checkRetrieveStatus() call to obtain the results of the retrieve() call, using the id value returned in the first
step.
For examples of manifest files, see Sample package.xml Manifest Files.
48
File-Based Calls
retrieve()
Permissions
Arguments
Name
Type
Description
retrieveRequest RetrieveRequest Encapsulates options for determining which packages or files are retrieved.
Response
AsyncResult
Sample CodeJava
This sample shows how to retrieve components into a zip file. See the deploy() sample code for details on how to deploy a zip file.
Note: This sample requires API version 34.0 or later.
package com.doc.samples;
import
import
import
import
import
import
import
import
import
import
import
import
java.io.*;
java.util.*;
java.nio.ByteBuffer;
java.nio.channels.*;
java.rmi.RemoteException;
javax.xml.parsers.DocumentBuilder;
javax.xml.parsers.DocumentBuilderFactory;
javax.xml.parsers.ParserConfigurationException;
org.w3c.dom.Element;
org.w3c.dom.Node;
org.w3c.dom.NodeList;
org.xml.sax.SAXException;
import
import
import
import
import
import
import
import
import
import
import
com.sforce.soap.metadata.AsyncResult;
com.sforce.soap.metadata.RetrieveMessage;
com.sforce.soap.metadata.RetrieveRequest;
com.sforce.soap.metadata.RetrieveResult;
com.sforce.soap.metadata.RetrieveStatus;
com.sforce.soap.metadata.PackageTypeMembers;
public class RetrieveSample {

// Binding for the metadata WSDL used for making metadata API calls
49
File-Based Calls
retrieve()
static BufferedReader rdr = new BufferedReader(new InputStreamReader(System.in));

// maximum number of attempts to retrieve the results
// manifest file that controls which components get retrieved
private static final String MANIFEST_FILE = "package.xml";
private static final double API_VERSION = 31.0;
RetrieveSample sample = new RetrieveSample(USERNAME, PASSWORD, URL);
sample.retrieveZip();
}
public RetrieveSample(String username, String password, String loginUrl)
}
private void retrieveZip() throws RemoteException, Exception

{
RetrieveRequest retrieveRequest = new RetrieveRequest();
// The version in package.xml overrides the version in RetrieveRequest
retrieveRequest.setApiVersion(API_VERSION);
setUnpackaged(retrieveRequest);
// Start the retrieve operation
int poll = 0;
do {
// Double the wait time for the next iteration
"of metadata components, check that the time allowed " +
"by MAX_NUM_POLL_REQUESTS is sufficient.");
}
50
File-Based Calls
retrieve()
result = metadataConnection.checkRetrieveStatus(
asyncResultId, true);
System.out.println("Retrieve Status: " + result.getStatus());
if (result.getStatus() == RetrieveStatus.Failed) {
throw new Exception(result.getErrorStatusCode() + " msg: " +
result.getErrorMessage());
} else if (result.getStatus() == RetrieveStatus.Succeeded) {
// Print out any warning messages
StringBuilder buf = new StringBuilder();
if (result.getMessages() != null) {
for (RetrieveMessage rm : result.getMessages()) {
buf.append(rm.getFileName() + " - " + rm.getProblem());
}
}
if (buf.length() > 0) {
System.out.println("Retrieve warnings:\n" + buf);
}
// Write the zip to the file system
System.out.println("Writing results to zip file");
ByteArrayInputStream bais = new ByteArrayInputStream(result.getZipFile());
File resultsFile = new File("retrieveResults.zip");
FileOutputStream os = new FileOutputStream(resultsFile);
try {
ReadableByteChannel src = Channels.newChannel(bais);
FileChannel dest = os.getChannel();
copy(src, dest);
System.out.println("Results written to " + resultsFile.getAbsolutePath());
} finally {
os.close();
}
}
}
/**
* Helper method to copy from a readable channel to a writable channel,
* using an in-memory buffer.
*/
private void copy(ReadableByteChannel src, WritableByteChannel dest)
throws IOException
{
// Use an in-memory byte buffer
ByteBuffer buffer = ByteBuffer.allocate(8092);
while (src.read(buffer) != -1) {
buffer.flip();
while(buffer.hasRemaining()) {
dest.write(buffer);
}
buffer.clear();
}
51
File-Based Calls
retrieve()
}
private void setUnpackaged(RetrieveRequest request) throws Exception
{
// Edit the path, if necessary, if your package.xml file is located elsewhere
File unpackedManifest = new File(MANIFEST_FILE);
System.out.println("Manifest file: " + unpackedManifest.getAbsolutePath());
if (!unpackedManifest.exists() || !unpackedManifest.isFile())
throw new Exception("Should provide a valid retrieve manifest " +
"for unpackaged content. " +
"Looking for " + unpackedManifest.getAbsolutePath());
// Note that we populate the _package object by parsing a manifest file here.
// You could populate the _package based on any source for your
// particular application.
com.sforce.soap.metadata.Package p = parsePackage(unpackedManifest);
request.setUnpackaged(p);
}
private com.sforce.soap.metadata.Package parsePackage(File file) throws Exception {
try {
InputStream is = new FileInputStream(file);
List<PackageTypeMembers> pd = new ArrayList<PackageTypeMembers>();
DocumentBuilder db =
DocumentBuilderFactory.newInstance().newDocumentBuilder();
Element d = db.parse(is).getDocumentElement();
for (Node c = d.getFirstChild(); c != null; c = c.getNextSibling()) {
if (c instanceof Element) {
Element ce = (Element)c;
//
NodeList namee = ce.getElementsByTagName("name");
if (namee.getLength() == 0) {
// not
continue;
}
String name = namee.item(0).getTextContent();
NodeList m = ce.getElementsByTagName("members");
List<String> members = new ArrayList<String>();
for (int i = 0; i < m.getLength(); i++) {
Node mm = m.item(i);
members.add(mm.getTextContent());
}
PackageTypeMembers pdi = new PackageTypeMembers();
pdi.setName(name);
pdi.setMembers(members.toArray(new String[members.size()]));
pd.add(pdi);
}
}
com.sforce.soap.metadata.Package r = new com.sforce.soap.metadata.Package();
r.setTypes(pd.toArray(new PackageTypeMembers[pd.size()]));
r.setVersion(API_VERSION + "");
return r;
} catch (ParserConfigurationException pce) {
52
File-Based Calls
RetrieveRequest
throw new Exception("Cannot create XML parser", pce);

} catch (IOException ioe) {
throw new Exception(ioe);
} catch (SAXException se) {
throw new Exception(se);
}
}
private void createMetadataConnection(final String username,

final String password, final String loginUrl)
loginConfig.setServiceEndpoint(loginUrl);
loginConfig.setManualLogin(true);
LoginResult loginResult = (new EnterpriseConnection(loginConfig)).login(
username, password);
metadataConfig.setServiceEndpoint(loginResult.getMetadataServerUrl());
metadataConfig.setSessionId(loginResult.getSessionId());
this.metadataConnection = new MetadataConnection(metadataConfig);
}
//The sample client application retrieves the user's login credentials.
// Helper function for retrieving user input from the console
String getUserInput(String prompt) {
System.out.print(prompt);
try {
return rdr.readLine();
}
catch (IOException ex) {
return null;
}
}
}
RetrieveRequest
The RetrieveRequest object specified in a retrieve() call consists of the following properties:
Name
Type
Description
apiVersion
double
Required. The API version for the retrieve request. The API
version determines the fields retrieved for each metadata type.
For example, an icon field was added to the CustomTab
for API version 14.0. If you retrieve components for version 13.0
or earlier, the components will not include the icon field.
53
File-Based Calls
Name
checkRetrieveStatus()
Type
Description
Note: In API version 31.0 and later, the API version
thats specified in package.xml is used for the
retrieve() call and overrides the version in the
apiVersion field. If the version is not specified in
package.xml, the version in this field is used.
packageNames
string[]
A list of package names to be retrieved. If you are retrieving

only unpackaged components, do not specify a name here.
You can retrieve packaged and unpackaged components in
the same retrieve.
singlePackage
boolean
Specifies whether only a single package is being retrieved

(true) or not (false). If false, then more than one
package is being retrieved.
specificFiles
string[]
A list of file names to be retrieved. If a value is specified for this

property, packageNames must be set to null and
singlePackage must be set to true.
unpackaged
Package
A list of components to retrieve that are not in a package.
Checks the status of the declarative metadata call retrieve() and returns the zip file contents.
Syntax
In API version 34.0 and later:
RetrieveResult = metadatabinding.checkRetrieveStatus(ID id, boolean includeZip);
In API version 33.0 and earlier:

RetrieveResult = metadatabinding.checkRetrieveStatus(ID id);
Usage
Use checkRetrieveStatus() to check the progress of the metadata retrieve() operation. The RetrieveResult object that
this method returns indicates when the asynchronous retrieve() call is completed. If the retrieval is completed, RetrieveResult
contains the zip file contents by default. Use the following process to retrieve metadata components with the retrieve() call.
1. Issue a retrieve() call to start the asynchronous retrieval. An AsyncResult object is returned. Note the value in the id field and
use it for the next step.
2. Issue a checkRetrieveStatus() call and pass in the id value from the AsyncResult object from the first step. Check the
value of the done field of the returned RetrieveResult. If it is true, this means that the call is completed and proceed to the next
step. Otherwise, repeat this step to call checkRetrieveStatus() again until the done field is true.
3. Retrieve the zip file (zipFile field) and other desired fields from RetrieveResult that was returned by the final call to
checkRetrieveStatus() in the previous step.
54
File-Based Calls
In API version 31.0 and later, the process of making a retrieve() call has been simplified. You no longer have to call
checkStatus() after a retrieve() call to obtain the status of the retrieve operation. Instead, make calls to
checkRetrieveStatus() only. If the retrieve operation is in progress, call checkRetrieveStatus() again until the
retrieve operation is completed. The checkStatus() call is still supported in versions API version 30.0 or earlier, but is not available
Retrieving the Zip File in a Second Process

By default, checkRetrieveStatus() returns the zip file on the last call to this operation when the retrieval is completed
(RetrieveResult.isDone() == true) and then deletes the zip file from the server. Subsequent calls to
checkRetrieveStatus() for the same retrieve operation cant retrieve the zip file after it has been deleted. Starting with API
version 34.0, pass a boolean value for the includeZip argument of checkRetrieveStatus() to indicate whether to retrieve
the zip file. The includeZip argument gives you the option to retrieve the file in a separate process after the retrieval operation is
completed. For example, a service polls the retrieval status by calling checkRetrieveStatus(id, false) in a loop. This call
returns the status of the retrieval operation, but doesnt retrieve the zip file. After the retrieval operation is completed, another process,
such as a background file transfer service, calls checkRetrieveStatus(id, true) to retrieve the zip file. This last call causes
the zip file to be deleted from the server.
// First process: Poll the retrieval but dont retrieve the zip file.
int poll = 0;
do {
// Check the status but dont retrieve zip file.
result = metadataConnection.checkRetrieveStatus(asyncResultId, false);
// Second process: Retrieve the zip file.
// For example, this process can be a background file transfer service.
// Retrieve the zip file.
result = metadataConnection.checkRetrieveStatus(asyncResultId, true);
// Get the zip file from the RetrieveResult (result) variable
if (result.getStatus() == RetrieveStatus.Succeeded) {
ByteArrayInputStream bais = new ByteArrayInputStream(result.getZipFile());
// ...
}
Sample CodeJava
See the retrieve() sample code for sample usage of this call.
Arguments
Name
Type
Description
id
ID
ID obtained from an AsyncResult object returned by a retrieve() call or a subsequent

RetrieveResult object returned by a checkRetrieveStatus() call.
55
File-Based Calls
Name
Type
Description
includeZip
boolean
Set to true to retrieve the zip file. You can retrieve the zip file only after the retrieval operation
is completed. After the zip file is retrieved, it is deleted from the server. Set to false to check
the status of the retrieval without attempting to retrieve the zip file. If set to null, this argument
defaults to true, which means that the zip file is retrieved on the last call to
checkRetrieveStatus() when the retrieval has finished.
This argument is available in API version 34.0 and later.
Response
RetrieveResult
56
CHAPTER 7
CRUD-Based Calls
Use the following CRUD-based calls to work with metadata components in a manner similar to how synchronous API calls in the enterprise
WSDL act upon objects.
IN THIS SECTION:
createMetadata()
Adds one or more new metadata components to your organization synchronously.
readMetadata()
Returns one or more metadata components from your organization synchronously.
updateMetadata()
Updates one or more metadata components in your organization synchronously.
upsertMetadata()
Creates or updates one or more metadata components in your organization synchronously.
deleteMetadata()
Deletes one or more metadata components from your organization synchronously.
renameMetadata()
Renames a metadata component in your organization synchronously.
create()
Deprecated. Adds one or more new metadata components to your organization asynchronously. This call is removed as of API version
31.0 and is available in earlier versions only. Use createMetadata() instead.
delete()
Deprecated. Deletes one or more components from your organization asynchronously. This call is removed as of API version 31.0
and is available in earlier versions only. Use deleteMetadata() instead.
update()
Deprecated. Updates one or more components in your organization asynchronously. This call is removed as of API version 31.0 and
is available in earlier versions only. Use updateMetadata() or renameMetadata() instead.
createMetadata()
Adds one or more new metadata components to your organization synchronously.
Syntax
SaveResult[] = metadatabinding.createMetadata(Metadata[] metadata);
57
CRUD-Based Calls
createMetadata()
Usage
Use the createMetadata() call to create any component that extends Metadata. All components must be of the same type in
the same call. For more details, see Metadata Components and Types.
This call executes synchronously, which means that the call returns only when the operation completes.
Starting in API version 34.0, this call supports the AllOrNoneHeader header. By default, if AllOrNoneHeader isnt used in API version
34.0 and later, this call can save a partial set of records for records with no errors (equivalent to AllOrNoneHeader=false). In API
version 33.0 and earlier, the default behavior is to only save all records when there are no failures in any record in the call (equivalent to
AllOrNoneHeader=true).
Version
Permissions
Required Fields
Required fields are determined by the metadata components being created. For more information about specific component types, see
Metadata Components and Types.
Valid Data Values

You must supply values that are valid for the fields data type, such as integers for integer fields (not alphabetic characters). In your client
application, follow the data formatting rules specified for your programming language and development tool. (Your development tool
handles the appropriate mapping of data types in SOAP messages.)
String Values
When storing values in string fields, the API trims any leading and trailing whitespace. For example, if the value of a label field is
entered as "MyObject ", the value is stored in the database as "MyObject".
Basic Steps for Creating Metadata Components

Use the following process to create metadata components:
1. Design an array and populate it with the components that you want to create. All components must be of the same type.
2. Call createMetadata() with the component array passed in as an argument.
3. A SaveResult object is returned for each component you tried to create. It contains information about whether the operation
was successful, the name of the component created, and any errors returned if the operation wasnt successful.
58
CRUD-Based Calls
createMetadata()
Sample CodeJava
public void createCustomObjectSync() {
try {
String name = "MyCustomObject1";
co.setFullName(name + "__c");
co.setDescription("Created by the Metadata API");
co.setLabel(name + " Object");
co.setPluralLabel(co.getLabel() + "s");
nf.setLabel(co.getFullName() + " Name");
co.setNameField(nf);
.createMetadata(new Metadata[] { co });
} else {
System.out
+ r.getFullName());
}
}
}
} catch (ConnectionException ce) {
ce.printStackTrace();
}
}
Arguments
Name
Type
Description
metadata
Metadata[]
Array of one or more metadata components.

Limit: 10. (For CustomMetadata only, the limit is 200.)
You must submit arrays of only one type of component. For example, you can submit an array
of 10 custom objects or 10 profiles, but not a mix of both types.
59
CRUD-Based Calls
readMetadata()
Response
SaveResult[]
readMetadata()
Returns one or more metadata components from your organization synchronously.
Syntax
ReadResult = metadataConnection.readMetadata(string metadataType, string[] fullNames);
Usage
Use the readMetadata() call to retrieve any component that extends Metadata. All components must be of the same type in the
same call. For more details, see Metadata Components and Types.
Version
Permissions
Basic Steps for Reading Metadata Components

Use the following process to read metadata components:
1. Determine the metadata type of the components you want to read, and the fullName of each component to read. See Metadata
for more details on the fullName field. You can read only components of the same type in a single call.
2. Invoke the readMetadata() call. For the first argument, pass in the name of the metadata type. The metadata type must match
one of the values returned by the describeMetadata() call. For the second argument, pass in an array of full names
corresponding to the components you wish to get. The full names must match one or more full names returned by the
listMetadata() call.
3. A ReadResult is returned that contains an array of Metadata components. Cast each returned Metadata object to the
metadata type you specified in the call to get the components properties.
Sample CodeJava
public void readCustomObjectSync() {
try {
ReadResult readResult = metadataConnection
.readMetadata("CustomObject", new String[] {
"MyCustomObject1__c", "MyCustomObject2__c" });
60
CRUD-Based Calls
updateMetadata()
Metadata[] mdInfo = readResult.getRecords();

System.out.println("Number of component info returned: "
+ mdInfo.length);
for (Metadata md : mdInfo) {
if (md != null) {
CustomObject obj = (CustomObject) md;
System.out.println("Custom object full name: "
+ obj.getFullName());
System.out.println("Label: " + obj.getLabel());
System.out.println("Number of custom fields: "
+ obj.getFields().length);
System.out.println("Sharing model: "
+ obj.getSharingModel());
} else {
System.out.println("Empty metadata.");
}
}
}
}
Arguments
Name
Type
metadataType string
fullNames
string[]
Description
The metadata type of the components to read.
Array of full names of the components to read.
Response
ReadResult
updateMetadata()
Updates one or more metadata components in your organization synchronously.
Syntax
SaveResult[] = metadataConnection.updateMetadata(Metadata[] metadata);
61
CRUD-Based Calls
updateMetadata()
Usage
Use the updateMetadata() call to update any component that extends Metadata. All components must be of the same type in
Version
Permissions
Required Fields
You must supply values for all the required fields in the component.
Valid Field Values

application, follow the data formatting rules specified for your programming language and development tool. (Your development tool
handles the appropriate mapping of data types in SOAP messages.)
String Values
When storing values in string fields, the API trims any leading and trailing white space. For example, if the value of a label field is
entered as "MyObject " the value is stored in the database as "MyObject".
Basic Steps for Updating Metadata Components

Use this process to update metadata components:
1. Create an array of the components you wish to update. All components must be of the same type.
2. Invoke the updateMetadata() call, passing in the array of metadata components to update.
A SaveResult object is returned for each component you tried to update. It contains information about whether the operation
was successful, the name of the component updated, and any errors returned if the operation wasnt successful.
Sample CodeJava
public void updateCustomObjectSync() {
try {
62
CRUD-Based Calls
updateMetadata()

String name = "MyCustomObject1";
co.setDescription("Updated description");
co.setLabel(name + " Object Update");
// Name field with a type and label is required
CustomField cf = new CustomField();
cf.setType(FieldType.Text);
cf.setLabel(co.getFullName() + " Name");
co.setNameField(cf);
.updateMetadata(new Metadata[] { co });
System.out.println("Updated component: " + r.getFullName());
} else {
System.out
.println("Errors were encountered while updating "
+ r.getFullName());
}
}
}
}
}
Arguments
Name
Type
Description
metadata
Metadata[]
Array of one or more metadata components you wish to update.

You must submit arrays of only one type of component. For example, you
can submit an array of 10 custom objects or 10 profiles, but not a mix of
both types.
Response
SaveResult[]
63
CRUD-Based Calls
upsertMetadata()
upsertMetadata()
Creates or updates one or more metadata components in your organization synchronously.
Syntax
UpsertResult[] = metadataConnection.upsertMetadata(Metadata[] metadata);
Usage
Use the upsertMetadata() call to create or update any component that extends Metadata. All components must be of the same
type in the same call. For more details, see Metadata Components and Types.
If the specified components already exist in your organization, the upsertMetadata() call updates them. Otherwise,
upsertMetadata() creates these components. Components are matched by the fullname field. This call executes synchronously,
which means that the call returns only after the operation is completed.
Version
Permissions
Required Fields
Valid Field Values

You must supply values that are valid for the fields data type, such as integers (not alphabetic characters) for integer fields. In your client
application, follow the data formatting rules that are specified for your programming language and development tool. (Your development
tool handles the appropriate mapping of data types in SOAP messages.)
String Values
The API trims any leading and trailing white space when storing values in string fields. For example, if the value of a label field is
entered as " MyObject ", the value is stored in the database as "MyObject".
64
CRUD-Based Calls
upsertMetadata()
Basic Steps for Upserting Metadata Components

Use this process to upsert metadata components.
1. Create an array of Metadata objects that correspond to the components that you want to create or update. All components must
be of the same type.
2. Invoke upsertMetadata(), passing in the array of metadata components that you created in the previous step.
The upsertMetadata() call returns an array of UpsertResult objects. Each returned UpsertResult corresponds
to a component that you upserted and contains information about the upsert operationwhether the operation was successful,
the name of the component that was upserted, a flag indicating whether the component was created, and any errors that were
returned if the operation wasnt successful.
Sample CodeJava
public void upsertMetadataSample() {
try {
// Create custom object to upsert
String name = "MyCustomObject";
co.setDescription("Upserted by the Metadata API");
nf.setLabel("CustomField1");
// Upsert the custom object
UpsertResult[] results = metadataConnection
.upsertMetadata(new Metadata[] { co });
for (UpsertResult r : results) {
System.out.println("Success!");
if (r.isCreated()) {
System.out.println("Created component: "
+ r.getFullName());
} else {
System.out.println("Updated component: "
+ r.getFullName());
}
} else {
System.out
.println("Errors were encountered while upserting "
+ r.getFullName());
65
CRUD-Based Calls
deleteMetadata()

}
}
}
}
}
Arguments
Name
Type
Description
metadata
Metadata[]
An array of one or more metadata components that you want to create

or update
Limit: 10.
can submit an array of 10 custom objects or 10 profiles, but not a mix of
both types.
Response
UpsertResult[]
deleteMetadata()
Deletes one or more metadata components from your organization synchronously.
Syntax
DeleteResult[] = metadataConnection.delete(string metadataType, string[] fullNames);
Usage
Use the deleteMetadata() call to delete any component that extends Metadata. All components must be of the same type in
Starting in API version 34.0, this call supports the AllOrNoneHeader header. By default, if the AllOrNoneHeader isnt used in any
API version, this call can delete a partial set of records for records with no errors (equivalent to AllOrNoneHeader=false). If
AllOrNoneHeader is set to true, no records are deleted if one or more records cause a failure.
Version
66
CRUD-Based Calls
deleteMetadata()
Permissions
Rules and Guidelines

When deleting components, consider the following rules and guidelines:
Your client application must be logged in with sufficient access rights to delete individual components within the specified component.
For more information, see Factors that Affect Data Access in the SOAP API Developer's Guide.
In addition, you might also need permission to access this components parent component.
To ensure referential integrity, this call supports cascading deletions. If you delete a parent component, you delete its children
automatically, as long as each child component can be deleted.
Basic Steps for Deleting Metadata Components

Use the following process to delete metadata components:
1. Determine the metadata type of the components you want to delete and the fullName of each component to delete. You can
delete only components of the same type in a single call. The full names must match one or more full names returned by the
listMetadata() call. See Metadata for more details on the fullName field.
2. Invoke the deleteMetadata() call. For the first argument, pass in the name of the metadata type. For the second argument,
pass in an array of full names corresponding to the components you wish to delete.
A DeleteResult object is returned for each component you try to delete. It contains information about whether the operation
was successful, the name of the deleted component, and any errors returned if the operation wasnt successful.
Sample CodeJava
public void deleteCustomObjectSync() {
try {
DeleteResult[] results = metadataConnection.deleteMetadata(
"CustomObject", new String[] { "MyCustomObject1__c",
"MyCustomObject2__c" });
for (DeleteResult r : results) {
System.out.println("Deleted component: " + r.getFullName());
} else {
System.out
.println("Errors were encountered while deleting "
+ r.getFullName());
}
}
}
}
}
67
CRUD-Based Calls
renameMetadata()
Arguments
Name
Type
metadataType string
fullNames
string[]
Description
The metadata type of the components to delete.
Array of full names of the components to delete.
Response
DeleteResult[]
renameMetadata()
Renames a metadata component in your organization synchronously.
Syntax
SaveResult = metadataConnection.renameMetadata(string metadataType, String oldFullname,
String newFullname);
Usage
Use the renameMetadata() call to rename one metadata component in your organization. This call executes synchronously,
meaning the call returns only when the operation completes.
You can use this call to rename any of the objects that extend Metadata. For more details, see Metadata Components and Types.
Version
Permissions
Basic Steps for Renaming Metadata Components

Use the following process to rename a metadata component:
1. Determine the metadata type of the component you want to rename, its current full name, and the new full name. See Metadata
for more details on the fullName field.
68
CRUD-Based Calls
create()
2. Invoke the renameMetadata() call. For the first argument, pass in the name of the metadata type. Pass in the old full name
as the second argument and the new full name as the last argument.
A SaveResult object is returned that contains information about whether the operation was successful, the name of the renamed
component (which is the new name if the renaming was successful), and any errors returned if the operation wasnt successful.
Sample CodeJava
public void renameCustomObjectSync() {
try {
SaveResult[] results = metadataConnection.renameMetadata(
"CustomObject", "MyCustomObject1__c","MyCustomObject1New__c");
System.out.println("Renamed component: " + r.getName());
}
else {
System.out.println("Errors were encountered while renaming " + r.getName());
for(Error e : r.getErrors()) {
}
}
}
} catch (InterruptedException ie) {
ie.printStackTrace();
}
}
Arguments
Name
Type
metadataType string
Description
The metadata type of the components to rename.
oldFullName
string
The current component full name.
newFullName
string
The new component full name.
Response
SaveResult
create()
Deprecated. Adds one or more new metadata components to your organization asynchronously. This call is removed as of API version
31.0 and is available in earlier versions only. Use createMetadata() instead.
69
CRUD-Based Calls
create()
This call can be used to create any of the objects that extend Metadata. For more details, see Metadata Components and Types on page
112.
Syntax
AsyncResult[] = metadatabinding.create(Metadata[] metadata);
Usage
Use this call to add one or more metadata components to your organization.
Version
This call is available in API version 30.0 and earlier only. This call is not available in API version 31.0 and later. Use createMetadata()
instead.
Permissions
Required Fields
Required fields are determined by the metadata components being created. For more information about specific component types, see
Metadata Components and Types on page 112.
Valid Data Values

application, follow the data formatting rules specified for your programming language and development tool (your development tool
handles the appropriate mapping of data types in SOAP messages).
String Values
When storing values in string fields, the API trims any leading and trailing whitespace. For example, if the value of a label field is
Basic Steps for Creating Metadata Components

Use the following process to create metadata components:
1. Design an array and populate it with the components you want to create. All components must be of the same type.
2. Call create() with the component array passed in as an argument.
3. An AsyncResult object is returned for each component you triy to create, and is updated with status information as the operation
moves from a queue to completed or error state. Call checkStatus() in a loop until the status values in AsyncResult indicate
that all create operations are completed. Start with a wait time of one second between iterations of checkStatus() calls, and
double the wait time each time you make a subsequent call.
70
CRUD-Based Calls
delete()
Sample CodeJava
See Step 3: Walk Through the Java Sample Code on page 6 for sample Java code using the create() call.
Arguments
Name
Type
Description
metadata
Metadata[]
Array of one or more metadata components.

Limit: 10.
You must submit arrays of only one type of component. For example, you could submit an
array of 10 custom objects or 10 profiles, but not a mix of both types.
Response
AsyncResult[]
SEE ALSO:
createMetadata()
update()
delete()
checkStatus()
delete()
Deprecated. Deletes one or more components from your organization asynchronously. This call is removed as of API version 31.0 and is
available in earlier versions only. Use deleteMetadata() instead.
You can use this call to delete any of the objects that extend Metadata. For more details, see Metadata Components and Types on page
112.
Syntax
AsyncResult[] = metadataConnection.delete(Metadata[] metadata);
Usage
Use this call to delete one or more components from your organization.
Version
This call is available in API version 30.0 and earlier only. This call is not available in API version 31.0 and later. Use deleteMetadata()
instead.
71
CRUD-Based Calls
delete()
Permissions
Rules and Guidelines

When deleting components, consider the following rules and guidelines:
Your client application must be logged in with sufficient access rights to delete individual components within the specified component.
For more information, see Factors that Affect Data Access in the SOAP API Developer's Guide.
In addition, you might also need permission to access this components parent component.
To ensure referential integrity, this call supports cascading deletions. If you delete a parent component, you delete its children
automatically, as long as each child component can be deleted.
Basic Steps for Deleting Metadata Components

Use the following process to delete metadata components:
1. Determine the fullName of each component you want to delete. See Metadata for more details on the fullName field. You
can only delete components of the same type in a single call.
2. Invoke the delete() call, passing in the array of metadata components with fullName specified.
3. An AsyncResult object is returned for each component you try to delete, and is updated with status information as the operation
moves from a queue to completed or error state. Call checkStatus() in a loop until the status values in AsyncResult indicate
that all the delete operations are completed. Start with a wait time of one second between iterations of checkStatus() calls,
and double the wait time each time you make a subsequent call.
Sample CodeJava
public void deleteCustomObject() {
try {
co.setFullName("MyCustomObject__c");
AsyncResult[] ars = metadataConnection.create(new Metadata[]
{co});
AsyncResult asyncResult = ars[0];
long waitTimeMilliSecs = 1000;
while (!asyncResult.isDone()) {
asyncResult = mdConnection.checkStatus(
new String[] {asyncResult.getId()})[0];
System.out.println("Status is: " + asyncResult.getState());
}
}
}
72
CRUD-Based Calls
update()
Arguments
Name
Type
Description
metadata
Metadata[]
Array of one or more metadata components. You only need to set the fullName field in
the Metadata object.
Limit: 10.
You must submit arrays of only one type of component. For example, you could submit an
array of 10 custom objects or 10 profiles, but not a mix of both types.
Response
AsyncResult[]
SEE ALSO:
deleteMetadata()
create()
update()
checkStatus()
update()
Deprecated. Updates one or more components in your organization asynchronously. This call is removed as of API version 31.0 and is
available in earlier versions only. Use updateMetadata() or renameMetadata() instead.
This call can be used to update any of the objects that extend Metadata. For more details, see Metadata Components and Types on page
112.
Syntax
AsyncResult[] = metadataConnection.update(UpdateMetadata[] metadata);
Usage
Use this call to update one or more components. This call is analogous to the ALTER TABLE statement in SQL.
Version
This call is available in API version 30.0 and earlier only. This call is not available in API version 31.0 and later. Use updateMetadata()
instead to update metadata components or renameMetadata() to rename a metadata component.
73
CRUD-Based Calls
update()
Permissions
Required Fields
Valid Field Values

application, follow the data formatting rules specified for your programming language and development tool (your development tool
handles the appropriate mapping of data types in SOAP messages).
String Values
When storing values in string fields, the API trims any leading and trailing white space. For example, if the value of a label field is
Basic Steps for Updating Metadata Components

Use this process to update metadata components:
1. Create an array of UpdateMetadata components and populate it with the components you wish to update. All components
must be of the same type.
2. Invoke the update() call, passing in the array of metadata components to update.
3. An AsyncResult object is returned for each component you try to update, and is updated with status information as the operation
moves from a queue to completed or error state. In a loop, call checkStatus() until the status values in AsyncResult indicate
that all the update operations are completed. Start with a wait time of one second between iterations of checkStatus() calls,
and double the wait time each time you make a subsequent call.
Sample CodeJava
public void updateCustomObject() {
try {
String name = "MyCustomObject";
co.setDescription("Created by the Metadata API");
nf.setLabel(co.getFullName() + " Name");
74
CRUD-Based Calls
update()
UpdateMetadata updateMetadata = new UpdateMetadata();
updateMetadata.setMetadata(co);
updateMetadata.setCurrentName("TheCurrentName");
AsyncResult[] ars = metadataConnection.update(new UpdateMetadata[]
{ updateMetadata });
AsyncResult asyncResult = ars[0];
// set initial wait time to one second in milliseconds
long waitTimeMilliSecs = 1000;
while (!asyncResult.isDone()) {
asyncResult = metadataConnection.checkStatus(
new String[] {asyncResult.getId()})[0];
System.out.println("Status is: " + asyncResult.getState());
}
if (asyncResult.getState() != AsyncRequestState.Completed) {
System.out.println(asyncResult.getStatusCode() + " msg: " +
asyncResult.getMessage());
}
}
}
Arguments
Name
Type
Description
metadata
UpdateMetadata[]
Array of one or more UpdateMetadata data structures that represent the

components you wish to update.
Limit: 10.
could submit an array of 10 custom objects or 10 profiles, but not a mix
of both types.
UpdateMetadata
One or more UpdateMetadata objects are defined in the metadata argument. This object can be used to update any of the objects
that extend Metadata. For more details, see Metadata Components and Types on page 112. Each UpdateMetadata object has the following
fields:
75
CRUD-Based Calls
update()
Field
Field Type
Description
currentName
string
The API name of the component or field before the update. For example,
if you wanted to update a CustomObject named Foo, the value of this
field would be Foo__c. This value is supplied because this call may
change the name, and the value here provides mapping.
metadata
Metadata
Full specification of the component or field you wish to update.
Response
AsyncResult[]
SEE ALSO:
updateMetadata()
create()
delete()
checkStatus()
76
CHAPTER 8
Utility Calls
Use the following utility calls to gather information that is useful for working with the file-based or CRUD-based calls.
(Deprecated) checkStatus()
describeMetadata()
describeValueType()
listMetadata()
checkStatus()
Deprecated. Checks the status of asynchronous metadata calls create(), update(), or delete(), or the declarative metadata
call retrieve(). This call is removed as of API version 31.0 and is available only in earlier versions.
Note: Starting in API version 29.0, you no longer have to call checkStatus() after a deploy() call to get information
about deployments. Similarly, starting in API version 31.0, you no longer have to call checkStatus() after a retrieve()
call. The checkStatus() call has been replaced by checkDeployStatus() and checkRetrieveStatus() for deploy and retrieve
operations respectively.
Syntax
AsyncResult[] = metadatabinding.checkStatus(ID[] ids);
Usage
Use this call to check whether or not an asynchronous metadata call or declarative metadata call has completed.
Version
This call is available only in API version 30.0 and earlier. This call is not available in API version 31.0 and later.
Sample CodeJava
See Step 3: Walk Through the Java Sample Code on page 6 for sample Java code using this call.
77
Utility Calls
describeMetadata()
Arguments
Name
Type
Description
ids
ID[]
Array of one or more IDs. Each ID is returned in an AsyncResult and corresponds to a component
being created, updated, deleted, deployed, or retrieved.
Response
AsyncResult[]
describeMetadata()
This call retrieves the metadata that describes your organization. This information includes Apex classes and triggers, custom objects,
custom fields on standard objects, tab sets that define an app, and many other metadata types.
Syntax
DescribeMetadataResult = metadataConnection.describeMetadata(double apiVersion);
Arguments
Name
Type
Description
apiVersion
double
The API version for which you want metadata; for example, 36.0.
Permissions
Sample CodeJava
public void describeMetadata() {
try {
double apiVersion = 21.0;
// Assuming that the SOAP binding has already been established.
DescribeMetadataResult res =
metadataConnection.describeMetadata(apiVersion);
StringBuffer sb = new StringBuffer();
if (res != null && res.getMetadataObjects().length > 0) {
for (DescribeMetadataObject obj : res.getMetadataObjects()) {
sb.append("***************************************************\n");
sb.append("XMLName: " + obj.getXmlName() + "\n");
sb.append("DirName: " + obj.getDirectoryName() + "\n");
sb.append("Suffix: " + obj.getSuffix() + "\n");
78
Utility Calls
describeValueType()
sb.append("***************************************************\n");
}
} else {
sb.append("Failed to obtain metadata types.");
}
System.out.println(sb.toString());
}
}
Response
DescribeMetadataResult
When to Use describeMetadata() and describeValueType()?

Use the describeMetadata() call to get high-level information about all the metadata types that are available for your organization,
such as type names and file suffixes. Use the describeValueType() call to get granular information about a specific metadata
type, such as fields contained within the type.
describeValueType()
Retrieves the metadata describing a given metadata type (value type).
describeValueType() accepts a namespace and a type name, and returns a DescribeValueTypeResult object. This
call is available in API version 33.0 and later.
Syntax
DescribeValueTypeResult = connection.describeValueType("{namespace}type_name");
Example
Describe Apex class metadata in the Metadata namespace:
DescribeValueTypeResult =
metadataConnection.describeValueType("{http://soap.sforce.com/2006/04/metadata}ApexClass");
Describe Apex class metadata in the Tooling namespace:

DescribeValueTypeResult =
toolingConnection.describeValueType("{urn:metadata.tooling.soap.sforce.com}ApexClass");
79
Utility Calls
describeValueType()
Arguments
Name
Type
Description
type
string
The name of the metadata type for which you want metadata; for example, ApexClass.
Include the namespace.
Permissions
Sample CodeJava
The following example describes several metadata types by specifying the Metadata namespace. Each metadata type is described using
the helper method, doDescribe(), which calls the describeValueType() Metadata API call. The sample retrieves information
from the returned DescribeValueTypeResult: a property, the parent field (if any), and the fields. Next, the sample iterates
through the fields and outputs information about each field.
public void describeValueType() throws ConnectionException {
doDescribe("{http://soap.sforce.com/2006/04/metadata}CustomObject");
doDescribe("{http://soap.sforce.com/2006/04/metadata}CustomField");
doDescribe("{http://soap.sforce.com/2006/04/metadata}EmailTemplate");
}
public void doDescribe(String type) throws ConnectionException {
DescribeValueTypeResult result = metadataConnection.describeValueType(type);
StringBuffer sb = new StringBuffer();
sb.append("Describing " + type + " ...\n");
if (result.getApiCreatable() == true) {
sb.append("Is API creatable.\n");
} else {
sb.append("Is not API creatable.\n");
}
ValueTypeField parentField = result.getParentField();
if (parentField != null) {
sb.append("** Parent type fields **\n");
if (parentField.getIsForeignKey()) {
sb.append("This field is a foreign key.\n");
for (String fkDomain : parentField.getForeignKeyDomain()) {
sb.append("Foreign key domain: " + fkDomain + "\n");
}
}
}
sb.append("** Value type fields **\n");
for(ValueTypeField field : result.getValueTypeFields()) {
sb.append("***************************************************\n");
sb.append("Name: " + field.getName() + "\n");
80
Utility Calls
describeValueType()
sb.append("SoapType: " + field.getSoapType() + "\n");

if (field.getIsForeignKey()) {
sb.append("This field is a foreign key.\n");
for (String fkDomain : field.getForeignKeyDomain()) {
sb.append("Foreign key domain: " + fkDomain + "\n");
}
}
sb.append("***************************************************\n");
}
System.out.println(sb.toString());
}
To run the previous example with the Tooling WSDL, replace the namespace with the Tooling namespace in the helper function call as
follows. Also, use the Tooling connection instead of the Metadata connection to make the describeValueType() call.
doDescribe("{urn:metadata.tooling.soap.sforce.com}CustomObject");
doDescribe("{urn:metadata.tooling.soap.sforce.com}CustomField");
doDescribe("{urn:metadata.tooling.soap.sforce.com}EmailTemplate");
After you run the sample, the output looks similar to the following.
Describing {http://soap.sforce.com/2006/04/metadata}CustomObject ...
Is API creatable.
** Value type fields **
***************************************************
Name: actionOverrides
SoapType: ActionOverride
***************************************************
***************************************************
Name: allowInChatterGroups
SoapType: boolean
***************************************************
***************************************************
Name: articleTypeChannelDisplay
SoapType: ArticleTypeChannelDisplay
***************************************************
***************************************************
Name: businessProcesses
SoapType: BusinessProcess
***************************************************
***************************************************
Name: compactLayoutAssignment
SoapType: string
***************************************************
***************************************************
Name: compactLayouts
SoapType: CompactLayout
***************************************************
***************************************************
Name: customHelp
SoapType: string
This field is a foreign key.
Foreign key domain: ApexPage
Foreign key domain: Scontrol
81
Utility Calls
listMetadata()
***************************************************
<The rest of the output for CustomObject has been omitted for brevity.>
Describing {http://soap.sforce.com/2006/04/metadata}CustomField ...
Is API creatable.
** Parent type fields **
This field is a foreign key.
Foreign key domain: CustomObject
** Value type fields **
***************************************************
Name: caseSensitive
SoapType: boolean
***************************************************
***************************************************
Name: customDataType
SoapType: string
***************************************************
***************************************************
Name: defaultValue
SoapType: string
***************************************************
<The rest of the output has been omitted for brevity.>
Response
DescribeValueTypeResult
listMetadata()
This call retrieves property information about metadata components in your organization. Data is returned for the components that
match the criteria specified in the queries parameter. The queries array can contain up to three ListMetadataQuery queries for
each call. This call supports every metadata type: both top-level, such as CustomObject and ApexClass, and child types, such as CustomField
and RecordType.
Syntax
FileProperties[] = metadataConnection.listMetadata(ListMetadataQuery[] queries, double
asOfVersion);
Usage
This call is useful when you want to identify individual components in package.xml for a retrieve() call or if you want a
high-level view of particular metadata types in your organization. For example, you could use this call to return a list of names of all the
CustomObject or Layout components in your organization, and use this information to make a subsequent retrieve() call to return
a subset of these components. For more information about working with package.xml, see Deploying and Retrieving Metadata on
page 14.
82
Utility Calls
listMetadata()
Note: This is a synchronous call so the results are returned in one call. This differs from asynchronous calls, such as retrieve(),
where at least one subsequent call is needed to get the results.
Permissions
Sample CodeJava
The sample code below lists information about your custom objects. The code assumes that the SOAP binding has already been
established.
public void listMetadata() {
try {
ListMetadataQuery query = new ListMetadataQuery();
query.setType("CustomObject");
//query.setFolder(null);
double asOfVersion = 36.0;
// Assuming that the SOAP binding has already been established.
FileProperties[] lmr = metadataConnection.listMetadata(
new ListMetadataQuery[] {query}, asOfVersion);
if (lmr != null) {
for (FileProperties n : lmr) {
System.out.println("Component fullName: " + n.getFullName());
System.out.println("Component type: " + n.getType());
}
}
}
}
Arguments
Name
Type
Description
queries
ListMetadataQuery[] A list of objects that specify which components you are interested in.
asOfVersion
double
The API version for the metadata listing request. If you don't specify a value in this field, it
defaults to the API version specified when you logged in. This field allows you to override
the default and set another API version so that, for example, you could list the metadata for
a metadata type that was added in a later version than the API version specified when you
logged in. This field is available in API version 18.0 and later.
Response
FileProperties
83
Utility Calls
ListMetadataQuery
ListMetadataQuery
The ListMetadataQuery parameter specified in a listMetadata() call consists of the following properties:
Name
Type
Description
folder
string
The folder associated with the component. This field is required

for components that use folders, such as Dashboard, Document,
EmailTemplate, or Report.
type
string
Required. The metadata type, such as CustomObject,

CustomField, or ApexClass.
84
CHAPTER 9
Result Objects
Use the following objects to get the results of your file-based or CRUD-based calls.
IN THIS SECTION:
AsyncResult
Contains the ID of a deployment or retrieval. In API version 28.0 and earlier, contains status information of any asynchronous metadata
call.
CancelDeployResult
Contains information about a deployment cancellationwhether the cancellation completed and the deployment ID.
DeployResult
Contains information about the success or failure of the associated deploy() call.
Contains information about the organization that is useful for developers working with declarative metadata.
Contains information about a value type that is useful for developers working with declarative metadata.
ReadResult
Contains result information for the readMetadata call.
RetrieveResult
Contains information about the success or failure of the associated retrieve() call.
SaveResult
Contains result information for the createMetadata, updateMetadata, or renameMetadata call.
DeleteResult
Contains result information for the deleteMetadata call.
UpsertResult
Contains information about the result of the associated upsertMetadata() call.
Error
Represents an error that occurred during a synchronous CRUD (createMetadata(), updateMetadata(), or
deleteMetadata()) operation.
AsyncResult
Contains the ID of a deployment or retrieval. In API version 28.0 and earlier, contains status information of any asynchronous metadata
call.
85
Result Objects
AsyncResult
API Version 31.0 and Later

In API version 31.0, the process of retrieving metadata has been simplified and retrieval properties have been moved to RetrieveResult.
Also, the asynchronous create(), update(), and delete() calls have been removed. Therefore, only the id field in AsyncResult
is used. The id field is the ID of a deployment or retrieval.
AsyncResult is returned by the following asynchronous calls.
deploy()
retrieve()
AsyncResult has the following field that is in use.
Name
Type
Description
id
ID
Required. The ID of the component thats being deployed or retrieved.
All fields in AsyncResult other than id are deprecated as of API version 31.0. These fields exist but are no longer in use.
done
message
state
statusCode
API Versions 29.0 and 30.0

In API version 29.0, Salesforce moved several properties from the AsyncResult object to the DeployResult object and added several new
ones, to improve the process for getting information about deployments. For more information about these changes, see deploy().
In API versions 29.0 and 30.0, AsyncResult is returned by the same asynchronous calls as in API version 28.0 and earlier, but it has different
fields.
Name
Type
Description
done
boolean
Required. Indicates whether the call has been completed (true) or not
(false).
id
ID
Required. The ID of the component thats being created, updated, deleted,

deployed, or retrieved.
message
string
The message that corresponds to the returned statusCode field, if any.
state
AsyncRequestState Required. The AsyncRequestState object has one of four possible values.
(enumeration of Queued: This call has not started. It is waiting in a queue.
type string)
InProgress: This call has started but has not been completed.
Completed: This call has been completed.
Error: An error occurred. See the statusCode for more information.
86
Result Objects
AsyncResult
Name
Type
Description
statusCode
StatusCode
(enumeration of
type string)
If an error occurred during the create(), update(), or delete() call,

a status code is returned, and the message that corresponds to the status code
is returned in the message field.
For a description of each StatusCode value, see StatusCode in the SOAP API
Developer's Guide.
API Version 28.0 and Earlier

In API version 28.0 and earlier, AsyncResult is returned by the following asynchronous calls.
deploy()
retrieve()
create()
update()
delete()
Use the checkStatus() call against each object to discover when the call is completed for that object. Salesforce updates each
AsyncResult object as the call is completed or when errors occur.
Similarly, the deploy() and retrieve() calls use AsyncResult, though you must subsequently use checkDeployStatus()
or checkRetrieveStatus() respectively to get more status information for the deployment or retrieval.
AsyncResult has the following fields.
Name
Type
Description
checkOnly
boolean
Indicates whether this deployment is being used to check the validity of the
deployed files without making any changes in the organization (true) or not
(false). A check-only deployment does not deploy any components or
change the organization in any way. This field is available in API version 16.0
and later and is relevant only for the deploy() call.
done
boolean
Required. Indicates whether the call has been completed (true) or not
(false).
id
ID
Required. The ID of the component thats being created, updated, deleted,

deployed, or retrieved.
message
string
The message that corresponds to the returned statusCode field, if any.
numberComponentErrors int
The number of components that generated errors during this deployment.

This field is available in API version 16.0 and later and is relevant only for the
deploy() call.
numberComponentsDeployed int
The number of components that have been deployed for this deployment.
This field in conjunction with the numberComponentsTotal field gives
you an indication of the progress of the deployment. This field is available in
API version 16.0 and later and is relevant only for the deploy() call.
87
Result Objects
Name
AsyncResult
Type
Description
numberComponentsTotal int
The total number of components in the deployment. This field in conjunction

with the numberComponentsDeployed field gives you an indication of
the progress of the deployment. This field is available in API version 16.0 and
later and is relevant only for the deploy() call.
numberTestErrors
int
The number of Apex tests that generated errors during this deployment. This
field is available in API version 16.0 and later and is relevant only for the
deploy() call.
numberTestsCompleted
int
The number of Apex tests that have been completed for this deployment. This
field in conjunction with the numberTestsTotal field gives you an
indication of the progress of tests for the deployment. This field is available in
API version 16.0 and later and is relevant only for the deploy() call.
numberTestsTotal
int
The total number of Apex tests in the deployment. This field in conjunction
with the numberTestsCompleted field gives you an indication of the
progress of tests for the deployment. The value in this field is not accurate until
the deployment has started running tests for the components that are being
deployed. This field is available in API version 16.0 and later and is relevant only
for the deploy() call.
secondsToWait
int
This field is no longer supported for API version 13.0 and later and is provided
only for backward compatibility. The field was removed in API version 17.0.
Indicates the number of seconds before the call is likel to be completed. This
is an estimate only. A reasonable approach is to wait one second before calling
checkStatus() to see if the operation is complete. Double your wait time
for each successive iteration of checkStatus() calls until the operation
is complete.
state
AsyncRequestState Required. The AsyncRequestState object has one of four possible values.
(enumeration of Queued: This call has not started. It is waiting in a queue.
type string)
InProgress: This call has started but has not been completed.
Completed: This call has been completed.
Error: An error occurred. See the statusCode for more information.
stateDetail
string
stateDetailLastModifiedDate dateTime
statusCode
StatusCode
(enumeration of
type string)
Indicates which component is being deployed or which Apex test class is

running. This field is available in API version 16.0 and later and is relevant only
for the deploy() call.
The date and time when the stateDetail field was last modified. This field
is available in API version 16.0 and later and is relevant only for the deploy()
call.
If an error occurred during the create(), update(), delete(), or
deploy() call, a status code is returned, and the message that corresponds
to the status code is returned in the message field.
Developer's Guide.
88
Result Objects
CancelDeployResult
CancelDeployResult
Contains information about a deployment cancellationwhether the cancellation completed and the deployment ID.
The asynchronous metadata call cancelDeploy() returns a CancelDeployResult object.
Version
CancelDeployResult has the following properties.
Name
Type
Description
done
boolean
Indicates whether the deployment cancellation, which is started through

cancelDeploy(), has completed (true) or not (false).
When a deployment hasnt started yet and is still in the queue, the deployment
is canceled immediately with the cancelDeploy() call and this field returns
true. Otherwise, this field returns false when the cancellation is in progress.
id
ID
ID of the deployment being canceled.
DeployResult
Contains information about the success or failure of the associated deploy() call.
The asynchronous metadata call checkDeployStatus() returns a DeployResult object.
In API version 29.0, Salesforce moved several properties from the AsyncResult on page 85 object to the DeployResult object to improve
the process for getting information about deployments. For more information about these changes, see deploy() on page 31.
For API version 29.0 and later, the DeployResult object has the following properties.
Name
Type
Description
id
ID
ID of the component being deployed.
canceledBy
ID
The ID of the user who canceled the deployment.

canceledByName
string
The full name of the user who canceled the deployment.

checkOnly
boolean
Indicates whether this deployment is being used to check the validity of the
deployed files without making any changes in the organization (true) or not
(false). A check-only deployment does not deploy any components or change
the organization in any way.
completedDate
dateTime
Timestamp for when the deployment process ended.
89
Result Objects
DeployResult
Name
Type
Description
createdBy
ID
The ID of the user who created the deployment.

createdByName
string
The full name of the user who created the deployment.

createdDate
dateTime
Timestamp for when the deploy() call was received.
details
DeployDetails[]
Provides the details of a deployment that is in-progress or ended, if the

includeDetails parameter is set to true in the
checkDeployStatus() call.
done
boolean
Indicates whether the server finished processing the deploy() call for the
specified id.
errorMessage
string
Message corresponding to the values in the errorStatusCode field, if any.
errorStatusCode
string
If an error occurred during the deploy() call, a status code is returned, and the
message corresponding to the status code is returned in the
errorMessagefield.
Developer's Guide.
ignoreWarnings
boolean
Optional. Defaults to false. Specifies whether a deployment should continue

even if the deployment generates warnings. Do not set this argument to true
for deployments to production organizations.
lastModifiedDate
dateTime
Timestamp of the last update for the deployment process.
numberComponentErrors int
The number of components that generated errors during this deployment.
numberComponentsDeployed int
The number of components deployed in the deployment process. Use this value
with the numberComponentsTotal value to get an estimate of the
deployments progress.
numberComponentsTotal int
The total number of components in the deployment. Use this value with the
numberComponentsDeployed value to get an estimate of the deployments
progress.
numberTestErrors
int
The number of Apex tests that have generated errors during this deployment.
numberTestsCompleted int
The number of completedApex tests for this deployment. Use this value with the
numberTestsTotal value to get an estimate of the deployments test
progress.
int
The total number of Apex tests for this deployment. Use this value with the
numberTestsCompleted value to get an estimate of the deployments test
progress. The value in this field is not accurate until the deployment has started
running tests for the components being deployed.
numberTestsTotal
90
Result Objects
DeployResult
Name
Type
Description
runTestsEnabled
boolean
Indicates whether Apex tests were run as part of this deployment (true) or not
(false). Tests are either automatically run as part of a deployment or can be set
to run in DeployOptions for the deploy() call. For information on when
tests are automatically run, see Running Tests in a Deployment.
rollbackOnError
boolean
Optional. Defaults to true. Indicates whether any failure causes a complete rollback
(true) or not (false). If false, whatever set of actions can be performed
without errors are performed, and errors are returned for the remaining actions.
This parameter must be set to true if you are deploying to a production
organization.
startDate
dateTime
Timestamp for when the deployment process began.
stateDetail
string
Indicates which component is being deployed or which Apex test class is running.
status
DeployStatus
(enumeration of
type string)
Indicates the current state of the deployment. The valid values are:
Pending
InProgress
Succeeded
SucceededPartial
Failed
Canceling
Canceled
success
boolean
Indicates whether the deployment was successful (true) or not (false).
DeployDetails
These fields provide more information for the details field of the DeployResult object, if the includeDetails parameter is set
to (true in the deploy() call.
Note: While a deployment is still in-progress, the DeployDetails object only contains componentFailures data. After the
deployment process finishes, the other fields populate with the data for the entire deployment.
Name
Type
Description
componentFailures DeployMessage[]
One or more DeployMessage objects containing deployment errors for each

component.
componentSuccesses DeployMessage[]
One or more DeployMessage objects containing successful deployment details for

each component.
retrieveResult
RetrieveResult
If the performRetrieve parameter was specified for the deploy() call, a

retrieve() call is performed immediately after the deploy() process
completes. This field contains the results of that retrieval.
91
Result Objects
DeployResult
Name
Type
Description
runTestResult
RunTestsResult
If tests were run for the deploy() call, this field contains the test results. While a
deployment is still in-progress, this field only contains error data. After the deployment
process finishes, this field populates with the data for the entire deployment.
For API version 28.0 and earlier, the DeployResult object has the following properties.
Name
Type
Description
id
ID
messages
DeployMessage[]
Contains information about the success or failure of a deploy() call.
retrieveResult RetrieveResult
If the performRetrieve parameter was specified for the deploy() call, a

retrieve() call is performed immediately after the deploy() process completes.
This field contains the results of that retrieval.
runTestResult RunTestsResult
If tests were run for the deploy() call, this field contains the test results.
success
boolean
Indicates whether the deployment was successful (true) or not (false).
DeployMessage
Each DeployResult object contains one or more DeployMessage objects. Each DeployMessage object contains information about the
deployment success or failure of a component in the deployment .zip file:
Name
Type
Description
changed
boolean
If true, the component was changed as a result of this deployment. If false, the
deployed component was the same as the corresponding component already in the
organization.
columnNumber
int
Each component is represented by a text file. If an error occurred during deployment,

this field represents the column of the text file where the error occurred.
componentType
string
The metadata type of the component in this deployment.

created
boolean
If true, the component was created as a result of this deployment. If false, the
component was either deleted or modified as a result of the deployment.
createdDate
dateTime
The date and time when the component was created as a result of this deployment.
deleted
boolean
If true, the component was deleted as a result of this deployment. If false, the
component was either new or modified as result of the deployment.
fileName
string
The name of the file in the .zip file used to deploy this component.
92
Result Objects
DeployResult
Name
Type
Description
fullName
string
The full name of the component.

Inherited from Metadata, this field is not defined in the WSDL for this metadata type.
It must be specified when creating, updating, or deleting. See create() to see an
example of this field specified for a call.
id
ID
lineNumber
int
Each component is represented by a text file. If an error occurred during deployment,

this field represents the line number of the text file where the error occurred.
problem
string
If an error or warning occurred, this field contains a description of the problem that
caused the compile to fail.
problemType
DeployProblemType Indicates the problem type. The problem details are tracked in the problem field.
(enumeration of
The valid values are:
type string)
Warning
Error
This field is available in API version 18.0 and later. Prior to version 18.0, there was no
distinction between warnings and errors. All problems were treated as errors and
prevented a successful deployment.
success
boolean
Indicates whether the component was successfully deployed (true) or not (false).
RunTestsResult
Contains information about the execution of unit tests, including whether unit tests were completed successfully, code coverage results,
and failures.
A RunTestsResult object has the following properties
Name
Type
Description
apexLogId
string
The ID of an ApexLog object that is created at the end of a test run. The ApexLog
object is created if there is an active trace flag on the user running an Apex test,
or on a class or trigger being executed.
codeCoverage
CodeCoverageResult[]
An array of one or more CodeCoverageResult objects that contains the details

of the code coverage for the specified unit tests.
codeCoverageWarnings CodeCoverageWarning[] An array of one or more code coverage warnings for the test run. The results
include both the total number of lines that could have been executed, as well
as the number, line, and column positions of code that was not executed.
failures
RunTestFailure[]
An array of one or more RunTestFailure objects that contain information about

the unit test failures, if there are any.
numFailures
int
The number of failures for the unit tests.
93
Result Objects
DeployResult
Name
Type
Description
numTestsRun
int
The number of unit tests that were run.
successes
RunTestSuccess[]
An array of one or more RunTestSuccess objects that contain information about

successes, if there are any.
totalTime
double
The total cumulative time spent running tests. This can be helpful for
performance monitoring.
CodeCoverageResult
The RunTestsResult object contains this object. It contains information about whether or not the compile of the specified Apex and run
of the unit tests was successful.
Name
Type
Description
dmlInfo
CodeLocation[]
For each class or trigger tested, for each portion of code tested, this property contains
the DML statement locations, the number of times the code was executed, and the
total cumulative time spent in these calls. This can be helpful for performance
monitoring.
id
ID
The ID of the CodeLocation. The ID is unique within an organization.
locationsNotCovered CodeLocation[]
For each class or trigger tested, if any code is not covered, the line and column of the
code not tested, and the number of times the code was executed.
methodInfo
CodeLocation[]
For each class or trigger tested, the method invocation locations, the number of times
the code was executed, and the total cumulative time spent in these calls. This can
be helpful for performance monitoring.
name
string
The name of the class or trigger covered.
namespace
string
The namespace that contained the unit tests, if one is specified.
numLocations
int
The total number of code locations.
soqlInfo
CodeLocation[]
For each class or trigger tested, the location of SOQL statements in the code, the
number of times this code was executed, and the total cumulative time spent in
these calls. This can be helpful for performance monitoring.
type
string
Do not use. In early, unsupported releases, used to specify class or package.
CodeCoverageWarning
The RunTestsResult object contains this object. It contains information about the Apex class which generated warnings.
This object has the following properties.
Name
Type
Description
id
ID
The ID of the CodeLocation. The ID is unique within an organization.
message
string
The message of the warning generated.
94
Result Objects
DeployResult
Name
Type
Description
name
string
namespace
string
RunTestFailure
The RunTestsResult object returns information about failures during the unit test run.
Name
Type
Description
id
ID
The ID of the class which generated failures.
message
string
The failure message.
methodName
string
The name of the method that failed.
name
string
The name of the class that failed.
namespace
string
The namespace that contained the class, if one was specified.
seeAllData
boolean
Indicates whether the test method has access to organization data (true) or not
(false).
stackTrace
string
The stack trace for the failure.
time
double
The time spent running tests for this failed operation. This can be helpful for
performance monitoring.
type
string
Do not use. In early, unsupported releases, used to specify class or package.
RunTestSuccess
The RunTestsResult object returns information about successes during the unit test run.
Name
Type
Description
id
ID
The ID of the class which generated the success.
methodName
string
The name of the method that succeeded.
name
string
The name of the class that succeeded.
namespace
string
seeAllData
boolean
Indicates whether the test method has access to organization data (true) or not
(false).
95
Result Objects
Name
Type
Description
time
double
The time spent running tests for this operation. This can be helpful for performance
monitoring.
CodeLocation
The RunTestsResult object contains this object in a number of fields.
Name
Type
Description
column
int
The column location of the Apex tested.
line
int
The line location of the Apex tested.
numExecutions
int
The number of times the Apex was executed in the test run.
time
double
The total cumulative time spent at this location. This can be helpful for performance
monitoring.
Contains information about the organization that is useful for developers working with declarative metadata.
The describeMetadata() call returns a DescribeMetadataResult object.
Each DescribeMetadataResult object has the following properties:
Name
Type
Description
metadataObjects
DescribeMetadataObject[] One or more metadata components and their attributes.
organizationNamespace string
The namespace of the organization. Specify only for Developer Edition

organizations that can contain a managed package. The managed package has
a namespace specified when it is created.
partialSaveAllowed boolean
Indicates whether rollbackOnError is allowed (true) or not (false).

This value is always :
false in production organizations.
the opposite of testRequired.
testRequired
boolean
Indicates whether tests are required (true) or not (false).

This value is always the opposite of partialSaveAllowed.
DescribeMetadataObject
This object is returned as part of the DescribeMetadataResult. Each DescribeMetadataObject has the following properties:
96
Result Objects
Name
Type
Description
childXmlNames string[]
List of child sub-components for this component.
directoryName string
The name of the directory in the .zip file that contains this component.
inFolder
boolean
Indicates whether the component is in a folder (true) or not (false). For example,
documents, email templates and reports are stored in folders.
metaFile
boolean
Indicates whether the component requires an accompanying metadata file. For example,
documents, classes, and s-controls are components that require an additional metadata
file.
suffix
string
The file suffix for this component.
xmlName
string
The name of the root element in the metadata file for this component. This name also
appears in the Packages > types > name field in the manifest file package.xml.
Contains information about a value type that is useful for developers working with declarative metadata.
The describeValueType() call returns a DescribeValueTypeResult object.
Each DescribeValueTypeResult object has the following properties.
Name
Type
Description
apiCreatable
boolean
Indicates whether this value type can be created through the createMetadata()
call (true) or not (false).
apiDeletable
boolean
Indicates whether this value type can be created through the deleteMetadata()
apiReadable
boolean
Indicates whether this value type can be created through the readMetadata()
apiUpdatable
boolean
Indicates whether this value type can be created through the updateMetadata()
parentField
ValueTypeField
Information about the parent of this value type. Parent field information is useful
for metadata types that are specified with the parent in their name, such as
custom fields, email templates, workflow rules, and reports. For example, the
full name of a custom field includes the sObject that contains it (for example,
Account.field1__c). Similarly, the full name of an email template includes
97
Result Objects
Name
ReadResult
Type
Description
the folder where the template is stored (for example,
MyFolder/EmailTemplate1).
If the value type has no parent, this field is null.
valueTypeFields
ValueTypeField[]
One or more metadata components and their attributes.
ValueTypeField
This object is returned as part of the DescribeValueTypeResult and represents the metadata for one field. Each ValueTypeField has the
following properties.
Name
Type
Description
fields
ValueTypeField
The ValueTypeField object for the next field, if any.
foreignKeyDomain string
isForeignKey
boolean
If isForeignKey is True, foreignKeyDomain is the type

of object, such as Account or Opportunity.
True if the field is a foreign key. That means this field is the primary
key in a different database table.

isNameField
boolean
True if this value type field is a fullName field, otherwise False.
minOccurs
int
1 if this field is required, 0 otherwise.
name
string
The name of this value type field. The name is null for parent fields.
picklistValues
PicklistEntry
The individual picklist values if the field is a picklist.
soapType
string
The data type of the field, such as boolean or double.
valueRequired
boolean
Required. Indicates whether this value type field must have a value
(true) or can be null (false).
ReadResult
Contains result information for the readMetadata call.
Version
98
Result Objects
RetrieveResult
Properties
Name
Type
Description
records
Metadata[]
An array of metadata components returned from readMetadata().
RetrieveResult
Contains information about the success or failure of the associated retrieve() call.
The metadata retrieve() call returns a RetrieveResult object.
Each RetrieveResult object has the following fields:
Name
Type
Description
done
boolean
Required. Indicates whether the retrieve() call is completed (true) or not (false).
errorMessage
string
If an error occurs during the retrieve() call, this field contains a descriptive message
about this error. This field is available in API version 31.0 and later.
errorStatusCode StatusCode
If an error occurs during the retrieve() call, this field contains the status code for
this error. This field is available in API version 31.0 and later.
For a description of each StatusCode value, see StatusCode in the SOAP API Developer's
Guide.
fileProperties FileProperties[]
Contains information about the properties of each component in the .zip file, and the
manifest file package.xml. One object per component is returned.
id
ID
ID of the component being retrieved.
messages
RetrieveMessage[]
Contains information about the success or failure of the retrieve() call.
status
RetrieveStatus
The status of the retrieve() call. Valid values are:
(enumeration of type Pending
string)
InProgress
Succeeded
Failed
success
boolean
Indicates whether the retrieve() call was successful (true) or not (false). This
field is available in API version 31.0 and later.
zipFile
base64Binary
The zip file returned by the retrieve request. Base 64-encoded binary data. Prior to making
an API call, client applications must encode the binary attachment data as base64. Upon
receiving a response, client applications must decode the base64 data to binary. This
conversion is usually handled for you by a SOAP client.
99
Result Objects
RetrieveResult
FileProperties
This component contains information about the properties of each component in the .zip file, and the manifest file package.xml.
One object per component is returned. Note that this component does not contain information about any associated metadata files in
the .zip file, only the component files and manifest file. FileProperties contains the following properties:
Name
Type
Description
createdById
string
Required. ID of the user who created the file.
createdByName
string
Required. Name of the user who created the file.
createdDate
dateTime
Required. Date and time when the file was created.
fileName
string
Required. Name of the file.
fullName
string
Required. The file developer name used as a unique identifier for API access.
The value is based on the fileName but the characters allowed are more
restrictive. The fullName can contain only underscores and alphanumeric
characters. It must be unique, begin with a letter, not include spaces, not end
with an underscore, and not contain two consecutive underscores.
id
string
Required. ID of the file.
lastModifiedById string
Required. ID of the user who last modified the file.
lastModifiedByName string
Required. Name of the user who last modified the file.
lastModifiedDate dateTime
Required. Date and time that the file was last modified.
manageableState
ManageableState
(enumeration of type
string)
Indicates the manageable state of the specified component if it is contained in

a package:
beta
deleted
deprecated
installed
released
unmanaged
For more information about states of manageability for components in
Force.com AppExchange packages, see Planning the Release of Managed
Packages in the Salesforce online help.
namespacePrefix
string
If any, the namespace prefix of the component.
type
string
Required. The metadata type, such as CustomObject, CustomField,

or ApexClass.
RetrieveMessage
RetrieveResult returns this object, which contains information about the success or failure of the retrieve() call. One object per
problem is returned:
100
Result Objects
SaveResult
Name
Type
Description
fileName
string
The name of the file in the retrieved .zip file where a problem occurred.
problem
string
A description of the problem that occurred.
SEE ALSO:
retrieve()
SaveResult
Contains result information for the createMetadata, updateMetadata, or renameMetadata call.
Version
Properties
Name
Type
Description
errors
Error[]
An array of errors returned if the operation wasnt successful.
fullName
string
The full name of the component processed.
success
boolean
Indicates whether the operation was successful (true) or not (false).
DeleteResult
Contains result information for the deleteMetadata call.
Version
Properties
Name
Type
Description
errors
Error[]
An array of errors returned if the operation wasnt successful.
fullName
string
The full name of the deleted component.
success
boolean
Indicates whether the deletion was successful (true) or not (false).
101
Result Objects
UpsertResult
UpsertResult
Contains information about the result of the associated upsertMetadata() call.
Version
Properties
Name
Type
Description
created
boolean
Indicates whether the upsert operation resulted in the creation of the

component (true) or not (false). If false and the upsert operation was
successful, this means that the component was updated.
errors
Error[]
An array of errors that were returned if the operation wasnt successful.
fullName
string
The full name of the component that was created or updated if the operation
was successful.
success
boolean
Indicates whether the operation was successful (true) or not (false).
Error
Represents an error that occurred during a synchronous CRUD (createMetadata(), updateMetadata(), or
deleteMetadata()) operation.
Version
Properties
Name
Type
Description
fields
string[]
An array containing names of fields that affected the error condition.
message
string
The error message text.
statusCode
StatusCode
A status code corresponding to the error.

Developer's Guide.
102
CHAPTER 10 Metadata Types

Metadata API enables you to access some entities and feature settings that you can customize in the user interface. The following table
lists the metadata types that you can retrieve or deploy and whether you can retrieve the metadata type with the wildcard character (*)
in package.xml. For more information about using wildcards, see Working with the Zip File.
Note:
Metadata type names are case-sensitive. Specifying a type name with an invalid case results in a deployment error.
Metadata types dont always correspond directly to their related data types. In some cases, the information is accessible but
not organized as expected. For example, dependent picklists are exposed as a type of picklist, not a separate metadata type.
Metadata Type
Allows Wildcard
(*)?
Description
AccountSettings
Yes
Represents an organizations account settings for account teams, account

owner report, and the View Hierarchy link.
ActionLinkGroupTemplate
Yes
Represents the action link group template. Action link templates let you reuse
action link definitions and package and distribute action links. An action link
is a button on a feed element. Clicking on an action link can take a user to
another Web page, initiate a file download, or invoke an API call to an external
server or Salesforce. Use action links to integrate Salesforce and third-party
services into the feed. Every action link belongs to an action link group and
action links within the group are mutually exclusive.
ActionOverride
No
Represents an action override on a standard or custom object. Use it to create,

update, edit, or delete action overrides.
ActivitiesSettings
Yes
Represents an organizations activity settings, and its user interface settings

for the calendar.
AddressSettings
Yes
Represents the configuration of country and state picklists.
AnalyticSnapshot
No
Represents a reporting snapshot. A reporting snapshot lets you report on

historical data. Authorized users can save tabular or summary report results
to fields on a custom object, then map those fields to corresponding fields
on a target object. They can then schedule when to run the report to load
the custom object's fields with the report's data. Reporting snapshots enable
you to work with report data similarly to how you work with other records in
Salesforce.
ApexClass
Yes
Represents an Apex class. An Apex class is a template or blueprint from which

Apex objects are created. Classes consist of other classes, user-defined
methods, variables, exception types, and static initialization code.
103
Metadata Types
Metadata Type
Allows Wildcard
(*)?
ApexComponent
Yes
Represents a Visualforce component.
ApexPage
Yes
Represents a Visualforce page.
ApexTrigger
Yes
Represents an Apex trigger. A trigger is Apex code that executes before or

after specific data manipulation language (DML) events occur, such as before
object records are inserted into the database, or after records have been
deleted.
AppMenu
Yes
Represents the Force.com app menu or the Salesforce1 navigation menu.
ApprovalProcess
Yes
Represents the metadata associated with an approval process. An approval

process is an automated process your organization can use to approve records
in Salesforce. An approval process specifies the steps necessary for a record
to be approved and who must approve it at each step. A step can apply to
all records included in the process, or just records that meet certain
administrator-defined criteria. An approval process also specifies the actions
to take when a record is approved, rejected, recalled, or first submitted for
approval.
(See description.)
Description
Use the wildcard (*) symbol to retrieve all approval processes for all objects.
You cant use it to retrieve a subset of approval processes; syntax such as
Lead.* is not supported.
ArticleType
Yes
Represents the metadata associated with an article type.
AssignmentRules
Yes
Represents assignment rules that allow you to automatically route cases to

the appropriate users or queues.
AuthProvider
Yes
Represents an authentication provider (or auth provider) in your organization.

An auth provider enables users to log in to your Salesforce organization using
their login credentials from an external service provider such as Facebook
or Janrain.
AuraDefinitionBundle
Yes
Represents a Lightning definition bundle. A bundle contains a Lightning

definition and all its related resources. The definition can be a component,
application, event, interface, or a tokens collection.
AutoResponseRules
Yes
Represents an auto-response rule that sets conditions for sending automatic

email responses to lead or case submissions based on the attributes of the
submitted record.
BaseSharingRule
Yes
Represents the base container for criteria-based and owner-based sharing

rules.
BusinessHoursSettings
Yes
Represents the metadata used to manage settings for business hours and
holidays in entitlements, entitlement templates, campaigns, and cases.
(See description.)
The BusinessProcess metadata type enables you to display different picklist

values for users based on their profile.
BusinessProcess
Supports wildcard (*) only if a RecordType is specified.
104
Metadata Types
Metadata Type
Allows Wildcard
(*)?
Description
CallCenter
Yes
Represents the Call Center definition used to integrate Salesforce with a

third-party computer-telephony integration (CTI) system.
CaseSettings
Yes
Represents an organizations case settings, such as the default case owner,

which case-related features are enabled, and which email templates are used
for various case activities.
Certificate
Yes
Represents a certificate used for digital signatures which verify that requests
are coming from your org. Certificates are used for either authenticated single
sign-on with an external website, or when using your org as an identity
provider.
ChatterAnswersSettings
Yes
Represents the metadata used to manage settings for Chatter Answers.
CompanySettings
Yes
Represents global settings that affect multiple features in your organization.
Community (Zone)
Yes
Represents a zone that contains Ideas or Chatter Answers objects. Zones are
shared by the Ideas, Answers, and Chatter Answers features, allowing you to
view and create zones from those locations.
CompactLayout
Yes
Represents the metadata associated with a compact layout.
ConnectedApp
Yes
Represents a connected app configuration. A connected app integrates an

application with Salesforce using APIs. Connected apps use standard SAML
and OAuth protocols to authenticate, provide Single Sign-On, and provide
tokens for use with Salesforce APIs. In addition to standard OAuth capabilities,
connected apps allow administrators to set various security policies and have
explicit control over who may use the corresponding applications.
ContractSettings
Yes
Represents contract settings.
CorsWhitelistOrigin
Yes
Represents an origin in the CORS whitelist.
Yes
Represents a criteria-based sharing rule. CriteriaBasedSharingRule enables

you to share records based on specific criteria. It contains metadata for the
following criteria-based sharing rules: Accounts, Campaigns, Cases, Contacts,
Custom Objects, Leads, and Opportunities.
CustomApplication
Yes
CustomApplication represents a custom or standard application. In API version

29.0 and earlier, CustomApplication represents only a custom application. An
application is a list of tab references, with a description and a logo.
CustomApplicationComponent
Yes
Represents a custom console component (Visualforce page) assigned to a

CustomApplication that is marked as a Salesforce console. Custom console
components extend the capabilities of Salesforce console apps.
CustomFeedFilter
Yes
Represents a custom feed filter that limits the feed view to feeds from the
Cases object. The custom feed filter shows only feed items that satisfy the
criteria specified in the CustomFeedFilter definition.
105
Metadata Types
Metadata Type
Allows Wildcard
(*)?
Description
CustomField
No
Represents the metadata associated with a field. Use this metadata type to
create, update, or delete custom field definitions on standard, custom, and
external objects or standard field definitions on standard objects.
CustomLabel
No
Represents a custom label that can be localized and used in different

languages, countries, and currencies. Use this type instead of CustomLabels
if you want to retrieve custom labels by name.
Custom Metadata Types

(CustomObject)
Yes
Represents the metadata associated with a custom metadata type.
CustomMetadata
Yes
Represents a record of a custom metadata type.
CustomLabels
Yes
This metadata type allows you to create custom labels that can be localized
for use in different languages, countries, and currencies.
CustomObject
(See description.)
Represents a custom object that stores data unique to your organization or

an external object that maps to data stored outside Salesforce.
You can also use this metadata type to work with customizations of standard
objects, such as Accounts. It contains the following types: Action Overrides,
Business Processes, Custom Fields, Field Sets, List Views, Named Filters (Lookup
Filters), Picklists (including Dependent Picklists), Record Types, Search Layouts,
Sharing Reasons, Sharing Recalculations, Validation Rules, Weblinks, and Field
Types.
Supports wildcard (*) for Field Sets and Record Types, but not for other
components.
CustomObjectTranslation
Yes
This metadata type allows you to translate custom objects for a variety of
languages.
CustomPageWebLink
Yes
Represents a web link defined in a home page component.
CustomPermission
Yes
Represents a permission that grants access to a custom feature.
CustomSite
Yes
Represents a Force.com site. Force.com Sites enables you to create public

websites and applications that are directly integrated with your Salesforce
organizationwithout requiring users to log in with a username and
password.
CustomTab
Yes
Represents a custom tab. Display custom object data or other Web content
using custom tabs in Salesforce. When a tab displays a custom object, the
tab name is the same as the custom object name; for page, s-control, or URL
tabs, the name is arbitrary.
Dashboard
No
Represents a dashboard. Dashboards are visual representations of data that

allow you to see key metrics and performance at a glance.
DataCategoryGroup
Yes
Represents a data category group.
DelegateGroup
Yes
Represents a group of users who have the same administrative privileges.

These groups are different from public groups used for sharing.
106
Metadata Types
Metadata Type
Allows Wildcard
(*)?
Description
Document
No
Represents a Document. All documents must be in a document folder, for

example sampleFolder/TestDocument.
EmailTemplate
No
Represents an email template.
EntitlementProcess
Yes
Represents the settings for an entitlement process.
EntitlementSettings
Yes
Represents an organizations entitlement settings.
EntitlementTemplate
Yes
Represents an entitlement template. Entitlement templates are predefined

terms of customer support that you can quickly add to products. For example,
you can create entitlement templates for Web or phone support so that users
can easily add entitlements to products offered to customers.
EventDelivery
Yes
Reserved for future use.
EventSubscription
Yes
EventType
Yes
ExternalDataSource
Yes
Represents the metadata associated with an external data source. Create

external data sources to manage connection details for integration with data
and content that are stored outside your Salesforce org.
FieldSet
Yes
Represents a field set. A field set is a grouping of fields. For example, you could
have a field set that contains fields describing a user's first name, middle name,
last name, and business title.
FlexiPage
Yes
Represents the metadata associated with a Lightning Page. A Lightning Page

is the home page for an app that appears as a menu item in the Salesforce1
navigation menu.
Flow
Yes
Represents the metadata associated with a flow. With Flow, you can create
an application that navigates users through a series of screens to query and
update records in the database. You can also execute logic and provide
branching capability based on user input to build dynamic applications.
Folder
No
Represents a folder. A folder can contain documents, email templates, reports,

or dashboards. You must specify the folder type (Document, EmailTemplate,
Report, or Dashboard) to retrieve or deploy.
FolderShare
No
Represents the settings for enhanced analytics folder sharing. Users can control
access to reports or dashboards by giving others Viewer, Editor or Manager
access to the folder that contains the report or dashboard.
ForecastingSettings
Yes
Represents the Collaborative Forecasts settings options.
Group
Yes
Represents a set of public groups, which can have users, roles, and other
groups.
HomePageComponent
Yes
Represents the metadata associated with a home page component. You can
customize the Home tab to include components such as sidebar links, a
company logo, a dashboard snapshot, or custom components that you create.
107
Metadata Types
Metadata Type
Allows Wildcard
(*)?
Description
HomePageLayout
Yes
Represents the metadata associated with a home page layout. You can
customize home page layouts and assign the layouts to users based on their
user profile.
IdeasSettings
Yes
Represents the metadata used to manage settings for Ideas.
InstalledPackage
Yes
Represents a package to be installed or uninstalled. Deploying a newer version

of a currently installed package upgrades the package.
KeywordList
Yes
Represents a list of keywords used in community moderation. This keyword

list is a type of moderation criteria that defines offensive language or
inappropriate content that you dont want in your community.
KnowledgeSettings
Yes
Represents the metadata used to manage settings for Salesforce Knowledge.
Layout
Yes
Represents the metadata associated with a page layout.
Letterhead
No
Represents formatting options for the letterhead in an email template.

Letterheads define the look and feel of your HTML email templates. Your
HTML email templates can inherit the logo, color, and text settings from a
letterhead.
ListView
No
ListView allows you to see a filtered list of records, such as contacts, accounts,
or custom objects.
LiveAgentSettings
Yes
Represents an organizations Live Agent settings, such as whether or not Live

Agent is enabled.
LiveChatAgentConfig
Yes
Represents the configuration of an organizations Live Agent deployment,

such as how many chats can be assigned to an agent and whether or not
chat sounds are enabled.
LiveChatButton
Yes
Represents a Live Agent deployments settings for the button that customers
click to chat with an agent and the chat window, such as the label that appears
on the button and the pre-chat form that appears before a live chat begins.
LiveChatDeployment
Yes
Represents the configuration settings for a specific Live Agent deployment,

such as the branding image for the deployment and whether or not chat
transcripts are automatically saved.
LiveChatSensitiveDataRule
Yes
Represents a rule for masking or deleting data of a specified pattern. Written

as a regular expression (regex). This object is available in API version 35.0 and
later.
ManagedTopics
Yes
Represents navigational and featured topics managed in a community.
MatchingRule
Yes
Represents a matching rule that is used to identify duplicate records.
Metadata
No
This is the base class for all metadata types. You cannot edit this object. A
component is an instance of a metadata type.
MetadataWithContent
No
This is the base type for all metadata types that contain content, such as
documents or email templates.
108
Metadata Types
Metadata Type
Allows Wildcard
(*)?
Description
MilestoneType
Yes
Represents the name and description of a milestone, which you can use in
an entitlement process to track important steps in cases.
MobileSettings
Yes
Represents an organizations mobile settings, such as mobile Chatter settings,

whether Mobile Lite is enabled for an organization, and so on.
ModerationRule
Yes
Represents a rule used in your community to moderate user-generated

content. Each rule specifies the user-generated content the rule applies to,
the criteria to enforce the rule on, and the moderation action to take. You can
create rules that block, flag, or replace user-generated content that contains
offensive language or inappropriate content.
NamedCredential
Yes
Represents a named credential, which specifies the URL of a callout endpoint

and its required authentication parameters in one definition. A named
credential can be specified as an endpoint to simplify the setup of
authenticated callouts.
NamedFilter
No
This component has been removed as of API version 30.0 and is only provided
for backward compatibility. The metadata associated with a lookup filter is
now represented by the lookupFilter field in the CustomField
component.
Represents the metadata associated with a lookup filter. Use this metadata
type to create, update, or delete lookup filter definitions.
NameSettings
Yes
Enables or disables middle name and suffix attributes for the following person
objects: Contact, Lead, Person Account, and User.
Network
Yes
Represents a community. Communities are branded spaces for your

employees, customers, and partners to connect. You can customize and create
communities to meet your business needs, then transition seamlessly between
them. Use the Network component for Salesforce Communities. If you want
to create zones that contain Chatter Answers and Ideas, use the Community
(Zone) component.
OpportunitySettings
No
Represents organization preferences for features such as automatic

opportunity updates and similar-opportunity filters.
OrderSettings
Yes
Represents order settings.
OwnerSharingRule
Yes
Represents an ownership-based sharing rule. OwnerSharingRule enables you

to share records owned by a set of users with another set, using rules that
specify the access level of the target user group. It contains metadata for the
following specific owner-sharing rules: Accounts, Campaigns, Cases, Contacts,
Custom Objects, Leads, Account Territory and Opportunities.
Package
No
Used to specify metadata components to be retrieved as part of a

retrieve() call, or to define a package of components.
PathAssistant
Yes
Represents Sales Path records for Opportunity.
PathAssistantSettings
No
Represents the Sales Path preference setting.
109
Metadata Types
Metadata Type
Allows Wildcard
(*)?
Description
PermissionSet
Yes
Represents a set of permissions that's used to grant additional access to one

or more users without changing their profile or reassigning profiles. You can
use permission sets to grant access, but not to deny access.
Picklist (Including Dependent

Picklist)
No
Represents a picklist (or dependent picklist) definition for a custom field in a

custom object or a custom or standard field in a standard object, such as an
account.
PlatformCachePartition
Yes
Represents a partition in the Platform Cache.
Portal
Yes
The Portal metadata type represents a partner portal or Customer Portal.
PostTemplate
Yes
Represents the metadata associated with an approval post template for

Approvals in Chatter. With approval post templates, you can customize the
information included in approval request posts that appear in Chatter feeds.
ProductSettings
No
Represents organization preferences for quantity schedules, revenue

schedules, and active flag interaction with prices.
Profile
Yes
Represents a user profile. A profile defines a user's permission to perform

different functions within Salesforce.
Queue
Yes
Represents a holding area for items before they are processed.
QuickAction
Yes
Represents a specified create or update quick action for an object that then
becomes available in the Chatter publisher. For example, you can create an
action that, on the detail page of an account, allows a user to create a contact
related to that account from the Chatter feed on that page. QuickAction can
be created on objects that allow custom fields.
QuoteSettings
No
Enables or disables Quotes, which show proposed prices for products and
services.
RecordType
No
Represents the metadata associated with a record type. Record types let you
offer different business processes, picklist values, and page layouts to different
users.
RemoteSiteSetting
Yes
Represents a remote site setting. Before any Visualforce page, Apex callout,
or JavaScript code using XmlHttpRequest in an s-control or custom button
can call an external site, that site must be registered in the Remote Site Settings
page, or the call will fail.
Report
No
Represents a custom report.
ReportType
Yes
Represents the metadata associated with a custom report type. Custom report
types allow you to build a framework from which users can create and
customize reports.
Role
Yes
Represents a role in your organization.
SamlSsoConfig
Yes
Represents a SAML Single Sign-On configuration.
110
Metadata Types
Metadata Type
Allows Wildcard
(*)?
Description
Scontrol
Yes
Deprecated. Represents an Scontrol component, corresponding to an s-control

in the Salesforce user interface.
SearchLayouts
No
Represents the metadata associated with the Search Layouts for an object.
You can customize which fields to display for users in search results, search
filter fields, lookup dialogs, and recent record lists on tab home pages.
SecuritySettings
Yes
Represents an organizations security settings. Security settings define trusted

IP ranges for network access, password and login requirements, and session
expiration and security settings.
SharingBaseRule
No
Represents sharing rule settings such as access level and to whom access is
granted.
SharingReason
No
Represents an Apex sharing reason, which is used to indicate why sharing

was implemented for a custom object.
SharingRecalculation
No
Represents Apex classes that recalculate the Apex managed sharing for a
specific custom object.
SharingRules
Yes
Represents the base container for sharing rules, which can be criteria-based,
ownership-based, or territory-based. SharingRules enables you to share records
with a set of users, using rules that specify the access level for the target user
group.
SharingSet
Yes
Represents a sharing set. A sharing set defines an access mapping that grants
portal or community users access to objects that are associated with their
accounts or contacts.
SiteDotCom
Yes
Represents a site for deployment. It extends the MetadataWithContent type

and inherits its fullName and content fields.
Skill
Yes
Represents the settings for a skill used to route chats to agents in Live Agent,
such as the name of the skill and which agents the skills are assigned to.
StaticResource
Yes
Represents a static resource file, often a code library in a ZIP file.
SynonymDictionary
Yes
Represents a set of synonym groups, which are groups of words or phrases

that are treated as equivalent in users searches. You can define synonym
groups to optimize search results for acronyms, variations of product names,
and other terminology unique to your organization.
Territory
Yes
Represents a territory in your organization.
Territory2
Yes
Represents the metadata associated with a sales territory in Territory

Management 2.0.
Territory2Model
Yes
Represents the metadata associated with a territory model in Territory

Management 2.0.
Territory2Rule
Yes
Represents the metadata associated with a territory assignment rule associated

with an object, such as Account, in Territory Management 2.0.
111
Metadata Types
Metadata Type
Allows Wildcard
(*)?
Description
Territory2Settings
No
Represents the metadata for the default settings for Territory Management
2.0 users to access and modify records associated with sales territories. The
standard record access settings apply to accounts and opportunities. If your
organization uses Private default internal access for contacts or cases,
you can also set access for those records.
Territory2Type
Yes
Represents the metadata for a category of territories in Territory Management

2.0. Every Territory2 must have a Territory2Type.
TransactionSecurityPolicy
Yes
Represents a transaction security policy definition.
Translations
Yes
This metadata type allows you to work with translations for various supported
languages.
ValidationRule
No
Represents a validation rule, which is used to verify that the data a user enters
in a record is valid and can be saved. A validation rule contains a formula or
expression that evaluates the data in one or more fields and returns a value
of true or false. Validation rules also include an error message that your
client application can display to the user when the rule returns a value of
true due to invalid data.
WaveTemplateBundle
Yes
Represents a Wave Analytics template bundle, which can be used to create

Wave apps. A bundle contains a Wave template definition and all its related
resources.
WebLink
No
Represents a WebLink defined in a custom object.
Workflow
Yes
Represents the metadata associated with a workflow rule. A workflow rule

sets workflow actions into motion when its designated conditions are met.
You can configure workflow actions to execute immediately when a record
meets the conditions in your workflow rule, or set time triggers that execute
the workflow actions on a specific day.

Metadata components are not based on sObjects, like objects in the API. Instead, they are based on metadata types, such as ApexClass
and CustomObject, which extend Metadata. A component is an instance of a metadata type. For example, CustomObject is a
metadata type for custom objects, and the MyCustomObject__c component is an instance of a custom object.
A metadata type can be identified in the metadata WSDL as any complexType that extends the Metadata complexType. A complexType
that is a metadata type includes the following element in its WSDL definition:
<xsd:extension base="tns:Metadata">
CustomObject and BusinessProcess extend Metadata so they are metadata types; ActionOverride doesn't extend Metadata so it's not a
metadata type.
You can individually deploy or retrieve a component for a metadata type. For example, you can retrieve an individual BusinessProcess
component, but you can't retrieve an individual ActionOverride component. You can only retrieve an ActionOverride component by
retrieving its encompassing CustomObject component.
112
Metadata Types
Metadata components can be manipulated by asynchronous Metadata API calls or declarative (or file-based) Metadata API calls.
Most of the components can be accessed using Force.com IDE. Exceptions are noted in the description of the object.
Field Data Types

Each component field has a specific field type. These field types can correspond to other components defined in the WSDL, or primitive
data types, like string, that are commonly used in strongly typed programming languages.
These field data types are used in the SOAP messages that are exchanged between your client application and the API. When writing
your client application, follow the data typing rules defined for your programming language and development environment. Your
development tool handles the mapping of typed data in your programming language with these SOAP data types.
For more information about primitive data types, see the SOAP API Developer's Guide.
Enumeration Fields
Some component fields have a data type that is an enumeration. An enumeration is the API equivalent of a picklist. The valid values of
the field are restricted to a strict set of possible values, all having the same data type. These values are listed in the field description
column for each enumeration field. See sortBy for an example of an enumeration field of type string. The XML below shows a sample
definition of an enumeration of type string in the WSDL.
<xsd:simpleType name="DashboardComponentFilter">
<xsd:restriction base="xsd:string">
<xsd:enumeration value="RowLabelAscending"/>
<xsd:enumeration value="RowLabelDescending"/>
<xsd:enumeration value="RowValueAscending"/>
<xsd:enumeration value="RowValueDescending"/>
</xsd:restriction>
</xsd:simpleType>
Supported Calls
All of the metadata types are supported by the main calls, unless it is stated otherwise in the individual component sections. The main
Metadata API calls are:
CRUD calls, such as createMetadata() and deleteMetadata()
File-based calls, such as deploy() and retrieve()
Utility calls, such as listMetadata() and describeMetadata()

Some things you can customize in a Salesforce organization arent available in Metadata API.
The following components cant be retrieved or deployed with Metadata API, and changes to them must be made manually in each of
your organizations:
Account Teams
Activity Button Overrides
Analytic Settings
Auto-number on Customizable Standard Fields
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Metadata Types
Campaign Influences
Case Contact Roles
Case Feed Layouts
Case Team Roles
Console Layouts
Currency Exchange Rates
Data Category Visibility Settings
Delegated Administration
Divisions
Email Services
Fiscal Year
HTML Document and Attachment Settings
Lead Settings
Mail Merge Templates
Mobile Administration
Mobile Users and Devices
Multiline layout fields for opportunity teams
Offline Briefcase Configurations
Opportunity Big Deal Alerts
Opportunity Update Reminders
Organization Wide Email Addresses
Partner Management
The following standard picklists: Lead.CampaignMemberStatus, Opportunity.ForecastCategoryName, and Order.Status. (All other
standard picklists are supported.)
Predefined Case Teams
Product Schedule Setup
Public and Resource Calendars
Quote Templates
Salesforce to Salesforce
Standard fields that arent customizable, such as autonumber fields or system fields
Search Settings
Self-Service Portal Font and Colors
Self-Service Portal Settings
Self-Service Portal Users
Self-Service Public Solutions
Self-Service Web-to-Case
Site.com
Social Account/Contact Settings
Solution Categories
Solution Settings
114
Metadata Types
Special Behavior in Metadata API Deployments
Tag Settings
Territory Assignment Rules
User Interface Settings (except calendar features, which are supported in ActivitiesSettings on page 506)
Web Links on Person Account Page Layouts
Web-to-Lead
Special Behavior in Metadata API Deployments

Important considerations for specific types and contents of a deployment.
When deploying changes to a Salesforce org, consider how individual components in your deployment behave so youre including all
the necessary changes. Use the following information to determine what to include in your deployment, and how the changes appear
in the destination org.
Apex Classes and Apex Triggers
By default, changes to Apex code that have Apex jobs pending or in progress cant be deployed. To deploy these changes, do one
of the following.
Cancel Apex jobs before deploying changes to Apex code. Reschedule the jobs after the deployment.
Enable deployments with Apex jobs in the Salesforce user interface in the Deployment Settings page.
Approval Processes
To use approval processes on Salesforce Knowledge articles with the Metadata API, the article type must be deployed. For article
version (_kav) in approval processes, the supported action types are: Knowledge Action, Email Alert, Field Update, and Outbound
Message.
If the approval process references any post templates that contain custom fields, then you need to resave those post templates
in the originating organization before adding them to the change set. From Setup, enter Post Templates in the Quick
Find box, then select Post Templates. For each post template, click Edit and then Save.
The metadata doesnt include the order of active approval processes. You may need to reorder the approval processes in the
destination organization after deployment.
If you change the Unique Name of an approval process that was previously included in a change set and deployed in another
organization, and you resend the approval process via a change set, a new approval process will be created upon deployment
in the other organization. The previously deployed approval process will not be modified.
Custom Fields
Starting in API version 30.0, when deploying a new custom field, the default values for the editable and readable fields in
profile field permissions are false. To override the default values, include field permissions for the new field in your profiles.
Custom Objects
Using API version 29.0, you cant change the sharingModel of an object using the Metadata API. You must manually make this
change to the target org through the user interface.
Starting with API version 30.0, you can change the sharingModel of an object for internal users using the Metadata API and
the user interface.
Connected App
You cannot set the consumerKey in the Metadata API. It is included in a retrieve operation for informational purposes. If you
try to move the connected app to another org, you must remove the consumerKey from the .zip file before the deployment
to an org. A new key will be generated in the destination org.
Mobile settings of connected apps are not supported in change sets and must be manually migrated.
115
Metadata Types
Named Credentials
The following callout options for named credentials can be set only via the user interface. If the default values arent appropriate in
the destination organization, the admin for that organization must manually configure the named credential after deployment.
Generate Authorization HeaderDefault: Enabled
Allow Merge Fields in HTTP HeaderDefault: Disabled
Allow Merge Fields in HTTP BodyDefault: Disabled
Page Layout
A deployment containing page layout assignments replaces all existing page layout assignments in the destination org with those
specified in the .zip file. Existing page layouts in the org disappear if theyre not included in the .zip file. Always include all page
layouts for all required record types in the .zip file.
Profiles
If a package includes a profile with a name that doesnt exist in the target org, a new profile is created with that name. If the deployed
profile doesnt specify any permissions or settings, the resulting profile consists of all the permissions and settings in the Standard
Profile.
Sharing
Simultaneously updating the sharingModel field for an object and adding a new sharing rule isnt supported in the Metadata
API, regardless of which object youre updating. For example, you can add a sharing rule when the org-wide default is public,
and subsequently update the sharingModel. This would result in a single sharing recalculation.
You might encounter an error if youre deploying a change set with a custom object that has a parent-child relationship without
the master/detail field in the same change set. To resolve this error, include the master/detail custom field in the change set,
even if you havent changed the org-wide default.
Workflow
Test mode for flow triggers isnt supported in the Metadata API. If you want a flow trigger to run the latest flow version when an
administrator causes the workflow rule to fire, enable test mode via the user interface after deployment.
Represents the action link group template. Action link templates let you reuse action link definitions and package and distribute action
links. An action link is a button on a feed element. Clicking on an action link can take a user to another Web page, initiate a file download,
or invoke an API call to an external server or Salesforce. Use action links to integrate Salesforce and third-party services into the feed.
Every action link belongs to an action link group and action links within the group are mutually exclusive. This type extends the Metadata
metadata type and inherits its fullName field.
File Suffix and Directory Location

ActionLinkGroupTemplate components have the suffix .actionLinkGroupTemplate and are stored in the
actionLinkGroupTemplates folder.
Version
ActionLinkGroupTemplate components are available in API version 33.0 and later.
116
Metadata Types
Fields
Field Name
Field Type
Description
actionLinkTemplates
ActionLinkTemplate Action link templates that are associated with the action link group
on page 117[]
template.
category
PlatformAction
GroupCategory
(enumeration of
type string)
Required. The location of the action link group within the feed element.
Values are:
PrimaryThe action link group is displayed in the body of the
feed element.
OverflowThe action link group is displayed in the overflow
menu of the feed element.
ActionLink
Required. The number of times an action link can be executed. Values
ExecutionsAllowed are:
(enumeration of
OnceAn action link can be executed only once across all users.
type string)
OncePerUserAn action link can be executed only once for
each user.
executionsAllowed
UnlimitedAn action link can be executed an unlimited number

of times by each user. If the action links actionType is Api or
ApiAsync, you cant use this value.
hoursUntilExpiration
int
Required. The number of hours from when the action link group is
created until it's removed from associated feed elements and can no
longer be executed. The maximum value is 8,760.
isPublished
boolean
Required. If true, the action link group template is published. Action

link group templates shouldnt be published until at least one action
link template is associated with it.
name
string
Required. The name of the action link group template to use in code.
ActionLinkTemplate
ActionLinkTemplate components are used to create multiple action links that share properties.
Field Name
Field Type
Description
actionUrl
string
Required. The action link URL. For example, a Ui action link URL is a Web page.
A Download action link URL is a link to the file to download. Ui and
Download action link URLs are provided to clients. An Api or ApiAsync
action link URL is a REST resource. Api and ApiAsync action link URLs
arent provided to clients. Links to Salesforce can be relative. All other links
must be absolute and start with https://.
headers
string
Template for the HTTP headers sent when corresponding action links are
invoked. This field can be used only for Api and ApiAsync action links.
117
Metadata Types
Field Name
Field Type
Description
This field can contain context variables and binding variables in the form
{!Bindings.key}.
isConfirmationRequired boolean
Required. If true, a confirmation dialog appears before the action is executed.
isGroupDefault
boolean
Required. If true, action links derived from this template are the default or
primary action in their action groups. There can be only one default action per
action group.
label
string
A custom label to display on the action link button. If none of the LabelKey
values make sense for an action link, use a custom label. Set the LabelKey
field to None and enter a label name in the Label field.
labelKey
string
Required. Key for the set of labels to display for these action link states: new,
pending, success, failed. For example, the Approve set contains these labels:
Approve, Pending, Approved, Failed. For a complete list of keys and labels, see
Action Links Labels in the Chatter REST API Developer Guide or the Apex Developer
Guide.
linkType
ActionLinkType
Required. The type of action link. One of these values:
(enumeration of type ApiThe action link calls a synchronous API at the action URL. Salesforce
string)
sets the status to SuccessfulStatus or FailedStatus based
on the HTTP status code returned by your server.
ApiAsyncThe action link calls an asynchronous API at the action URL.
The action remains in a PendingStatus state until a third party makes
a request to /connect/action-links/actionLinkId to set
the status to SuccessfulStatus or FailedStatus when the
asynchronous operation is complete.
DownloadThe action link downloads a file from the action URL.
UiThe action link takes the user to a Web page at the action URL.
method
ActionLink
Required. HTTP method for the action URL. One of these values:
HttpMethod
HttpDeleteReturns HTTP 204 on success. Response body or output
class is empty.
string)
HttpGetReturns HTTP 200 on success.
HttpHeadReturns HTTP 200 on success. Response body or output
class is empty.
HttpPatchReturns HTTP 200 on success or HTTP 204 if the response
body or output class is empty.
HttpPostReturns HTTP 201 on success or HTTP 204 if the response
body or output class is empty. Exceptions are the batch posting resources
and methods, which return HTTP 200 on success.
HttpPutReturn HTTP 200 on success or HTTP 204 if the response body
or output class is empty.
Ui and Download action links must use HttpGet.
118
Metadata Types
Field Name
Field Type
Description
position
int
Required. An integer specifying the position of the action link template relative
to other action links in the group. 0 is the first position.
requestBody
string
Template for the HTTP request body sent when corresponding action links are
invoked. This field can be used only for Api and ApiAsync action links.
This field can contain context variables and binding variables in the form
{!Bindings.key}.
userAlias
string
If you selected CustomUser or CustomExcludedUser for

UserVisibility, this field is the alias for the custom user. Use the alias
in a template binding to specify the custom user when an action link group is
created using the template.
userVisibility
ActionLink
Required. Who can see the action link. This value is set per action link, not per
UserVisibility
action link group. Values are:
(enumeration of type CreatorOnly the creator of the action link can see the action link.
string)
EveryoneEveryone can see the action link.
EveryoneButCreatorEveryone but the creator of the action link
can see the action link.
ManagerOnly the manager of the creator of the action link can see
the action link.
CustomUserOnly the custom user can see the action link.
CustomExcludedUserEveryone but the custom user can see the
action link.
Declarative Metadata Sample Definition

The following is an example of an ActionLinkGroupTemplate component.
<ActionLinkGroupTemplate xmlns="http://soap.sforce.com/2006/04/metadata">
<actionLinkTemplates>
<actionUrl>/services/data/{!Bindings.word}/chatter/feed-elements</actionUrl>
<headers>Content-Type:{!Bindings.word3}</headers>
<isConfirmationRequired>true</isConfirmationRequired>
<isGroupDefault>true</isGroupDefault>
<labelKey>Add</labelKey>
<linkType>API</linkType>
<method>httpPost</method>
<position>0</position>
<requestBody>{"body":{"messageSegments":[{"type": "Text",
"text": "{!Bindings.word1}"}]},"subjectId": "{!Bindings.word2}",
"feedElementType": "feedItem"}</requestBody>
<userAlias>customExcludedUser</userAlias>
<userVisibility>CustomExcludedUser</userVisibility>
</actionLinkTemplates>
<category>Primary</category>
<executionsAllowed>OncePerUser</executionsAllowed>
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Metadata Types
AnalyticSnapshot
<hoursUntilExpiration>10</hoursUntilExpiration>
<isPublished>true</isPublished>
<name>MyPackage</name>
</ActionLinkGroupTemplate>
The following is an example package.xml that references the previous definition.

<types>
<name>ActionLinkGroupTemplate</name>
</types>
</Package>
Usage
If you modify action link group templates, you overwrite the related action link templates.
If you delete a published action link group template, you delete all related action link information which includes deleting all action links
that were instantiated using the template from feed items.
AnalyticSnapshot
Represents a reporting snapshot. A reporting snapshot lets you report on historical data. Authorized users can save tabular or summary
report results to fields on a custom object, then map those fields to corresponding fields on a target object. They can then schedule
when to run the report to load the custom object's fields with the report's data. Reporting snapshots enable you to work with report
data similarly to how you work with other records in Salesforce.
Declarative Metadata File Suffix and Directory Location

Force.com AnalyticSnapshot components are stored in the analyticSnapshots directory of the corresponding package directory.
The file name matches the unique name of the reporting snapshot, and the extension is .analyticsnapshot.
Version
Force.com AnalyticSnapshot components are available in API version 16.0 and later.
Fields
Field
Field Type
Description
description
string
A description of the reporting snapshot.
fullName
string
The reporting snapshot name used for API access. The name
can only contain characters, letters, and the underscore (_)
character, must start with a letter, and cannot end with an
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Metadata Types
AnalyticSnapshot
Field
Field Type
Description
underscore or contain two consecutive underscore characters.
This field is inherited from the Metadata component.
groupColumn
string
A column that specifies which level to extract data from the

source report. It is only applicable for summary reports.
mappings
AnalyticSnapshotMapping[]
A list of reporting snapshot mappings. For valid values, see

AnalyticSnapshotMapping.
name
string
Required. The display name of the reporting snapshot.
runningUser
string
The username of the user whose role and sharing settings are
used to run the reporting snapshot.
sourceReport
string
Required. The report where data will be extracted from.
targetObject
string
Required. The custom object where data will be inserted into.
AnalyticSnapshotMapping
AnalyticSnapshotMapping defines the mapping for the reporting snapshot. Valid values are:
Field
Field Type
Description
aggregateType
ReportSummaryType[]
List that defines if and how each report field is summarized. For valid
(enumeration of type string) values, see ReportSummaryType.
sourceField
string
The sourceField can be one of the following:

The field on the sourceReport that you want to map to the targetField
in the targetObject
A summary of a filed on the sourceReport (for Summary reports only)
A field on the reporting snapshot, such as JobName, RunningUser, or
ExecutionTime (set through the user interface)
Note: The sourceField must correspond to the sourceType you specify.
sourceType
ReportJobSourceTypes[]
List that defines the report format for the reporting snapshot. For valid
(enumeration of type string) values, see ReportJobSourceTypes.
targetField
string
A field on the targetObject into which this particular sourceField will be

inserted.
ReportJobSourceTypes
An enumeration of type string that defines the report format for the reporting snapshot. Valid values are:
Enumeration Value
Description
snapshot
Use this option if the sourceField contains snapshot-specific information such as JobName,
RunningUser, or ExecutionTime.
121
Metadata Types
ArticleType
Enumeration Value
Description
summary
Use this option if referencing a summary (Sum, Average, Minimum, Maximum) of a field from
the sourceReport.
tabular
Use this option if referencing an available column from the sourceReport.

A sample XML definition of a reporting snapshot is shown below.
<AnalyticSnapshot xmlns="http://soap.sforce.com/2006/04/metadata">
<description>my description</description>
<groupColumn>INDUSTRY</groupColumn>
<mappings>
<aggregateType>Average</aggregateType>
<sourceField>SALES</sourceField>
<sourceType>summary</sourceType>
<targetField> myObject __c.Name</targetField>
</mappings>
<mappings>
<sourceField>ExecutionTime</sourceField>
<sourceType>snapshot</sourceType>
<targetField> myObject __c.field3__c</targetField>
</mappings>
<mappings>
<sourceField>INDUSTRY</sourceField>
<sourceType>tabular</sourceType>
<targetField>testObject__c.Name</targetField>
</mappings>
<name>my snapshot</name >
<runningUser>[email protected]</runningUser>
<sourceReport>myFolder/mytSummaryReport</sourceReport>
<targetObject>myObject__c</targetObject>
</AnalyticSnapshot>
SEE ALSO:
Report
ArticleType
Represents the metadata associated with an article type. All articles in Salesforce Knowledge are assigned to an article type. An article's
type determines the type of content it contains, its appearance, and which users can access it. For example, a simple FAQ article type
might have two custom fields, Question and Answer, where article managers enter data when creating or updating FAQ articles.
A more complex article type may require dozens of fields organized into several sections. Using layouts and templates, administrators
can structure the article type in the most effective way for its particular content. User access to article types is controlled by permissions.
For each article type, an administrator can grant Create, Read, Edit, or Delete permissions to users. For example, the article manager
might want to allow internal users to read, create, and edit FAQ article types, but let partner users only read FAQs. See Managing Article
Types in the Salesforce online help and Articles in the SOAP API Developer's Guide.
122
Metadata Types
ArticleType

An ArticleType is defined as a custom object and is stored in the objects folder. ArticleTypes have a suffix __kav (instead of __c
for custom objects). ArticleType field names have a suffix of __c like other custom objects, and must be dot-qualified with the name
of the article type to which they belong. This is shown in the following sample package.xml file:
<fullName>articlefilemetadata</fullName>
<apiAccessLevel>Unrestricted</apiAccessLevel>
<types>
<members>newarticle__kav.description__c</members>
</types>
<types>
<members>newarticle__kav</members>
</types>
</Package>
Version
ArticleTypes are available in API version 19.0 and later.
Fields
Field Name
Field Type
articleTypeChannel articleTypeChannelDisplay
Display
deploymentStatus
DeploymentStatus
(enumeration of type string)
Description
Represents the article-type templates used to display an article in the
various channels. See Assigning Article-Type Templates in the Salesforce
online help.
A string which represents the deployment status of a custom object or
field. Valid values are:
InDevelopment
Deployed
description
string
A description of the article type. Maximum of 1000 characters.
fields
CustomField[]
Represents one or more fields in the article type.
gender
Gender
Indicates the gender of the noun that represents the object. This is used
for languages where words need different treatment depending on their
gender.
label
string
Label that represents the object throughout the Salesforce user interface.
pluralLabel
string
Plural version of the label value.
123
Metadata Types
ArticleType
Field Name
Field Type
Description
startsWith
StartsWith (enumeration of
type string)
Indicates whether the noun starts with a vowel, consonant, or is a special

character. This is used for languages where words need different treatment
depending on the first character. Valid values are listed in StartsWith.
articleTypeChannelDisplay
Determines the article-type templates that are used to display an article in its channels. Unless otherwise noted, all fields are createable,
filterable, and nillable.
Field Name
Field Type
articleTypeTemplates articleTypeTemplates
Description
Indicates which article-type template applies in the specified channel.
articleTypeTemplates
Sets the article-type template for a specific channel. If not specified, the default article-type template applies.
Field Name
Field Type
Description
channel
string
Specifies the channel where the article-type template applies:

AllChannels: all the available channels.
App: the Articles tab in Salesforce Knowledge.
Pkb: the public knowledge base.
Csp: the Customer Portal.
Prm: the partner portal.
For more information about channels, see Salesforce Knowledge
Terminology in the Salesforce online help.
page
string
Represents the name of the custom Visualforce page used as a custom

article-type template. Use this field when you select Page in the
template field.
template
string
Indicates the article-type template used for the specified channel:

Page: custom Visualforce page. When specifying this value, you
must also set the page field with the Visualforce page name.
Tab: display the sections you defined in the layout as tabs.
Toc: display the sections you defined in the layout as table of content.
124
Metadata Types
ArticleType Layout
Declarative Metadata Sample Definitions

A sample article type definition follows:
<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
<articleTypeChannelDisplay>
<articleTypeTemplates>
<channel>App</channel>
<template>Tab</template>
</articleTypeTemplates>
<channel>Prm</channel>
<channel>Csp</channel>
<channel>Pkb</channel>
<template>Toc</template>
</articleTypeChannelDisplay>
<deploymentStatus>Deployed</deploymentStatus>
<description>Article type with custom fields</description>
<fields>
<fullName>description__c</fullName>
<label>Description</label>
<length>48</length>
<type>Text</type>
</fields>
<label>newarticle</label>
<pluralLabel>newarticles</pluralLabel>
</CustomObject>
SEE ALSO:
ArticleType Layout
ArticleType CustomField
ArticleType Layout
Represents the metadata associated with an article type page layout. Article type layouts determine which fields users can view and edit
when entering data for an article, they also determine which sections appear when users view articles. The format of the article, for
example whether layout sections display as subtabs or as a single page with links, is defined by the article-type template. Each article
type has only one layout, but you can choose a different template for each of the article type's four channels. For more information, see
"Managing Article Types" in the Salesforce online help and Articles in the SOAP API Developer's Guide
125
Metadata Types
ArticleType Layout

ArticleType layouts are stored in the layouts directory of the corresponding package directory. The prefix must match with the article
type API name. The extension is .layout.
Version
ArticleType layouts are available in API version 19.0 and later.
Fields
Field Name
Field Type
Description
layoutSections
LayoutSection[]
The main sections of the layout containing the article fields. The
order here determines the layout order.
LayoutSection
LayoutSection represents a section of an ArticleType layout.
Field Name
Field Type
Description
customLabel
boolean
Indicates if this section's label is custom or standard (built-in). Custom

labels can be any text, but must be translated. Standard labels have a
predefined set of valid values, for example 'System Information', which
are automatically translated.
label
string
The label; either standard or custom, based on the customLabel

flag.
layoutColumns
LayoutColumn[]
The columns of the layout, depending on the style. Salesforce Knowledge

only supports one column in article type layouts.
style
LayoutSectionStyle
string)
The style of the layout. Salesforce Knowledge only supports the value
OneColumn which displays a one column page.
LayoutColumn
LayoutColumn represents the items in a column within a layout section.
Field Name
Field Type
Description
layoutItems
LayoutItem[]
The individual items within a column (ordered from top to bottom).
LayoutItem
LayoutItem represents the valid values that define a layout item.
126
Metadata Types
Field Name
Field Type
Description
field
string
The field name reference, for example MyField__c.

The following is the definition of an ArticleType page layout:
<Layout xmlns="http://soap.sforce.com/2006/04/metadata">
<layoutSections>
<customLabel>true</customLabel>
<layoutColumns>
<layoutItems>
<field>description__c</field>
</layoutItems>
<layoutItems>
<field>dateTime__c</field>
</layoutItems>
</layoutColumns>
<style>OneColumn</style>
</layoutSections>
<layoutSections>
<label>Data Sheet</label>
<layoutColumns>
<layoutItems>
<field>file__c</field>
</layoutItems>
</layoutColumns>
<style>OneColumn</style>
</layoutSections>
</Layout>
SEE ALSO:
ArticleType
Represents the metadata associated with an article type custom field. Use this metadata type to create, update, or delete article type
custom field definitions. This type extends the Metadata metadata type and inherits its fullName field.
Always specify the full name whenever you create or update a custom field. For example, a custom field on a custom object:
MyArticleType__kav.MyCustomField__c

Custom fields are defined as part of the article type. ArticleType field names have a suffix of __c like other custom objects, and must
be dot-qualified with the name of the article type to which they belong. See ArticleType for more information.
127
Metadata Types
Retrieving Custom Fields on Custom or Standard Objects

When you retrieve a custom or standard object, you return everything associated with the object. However, you can also retrieve only
the custom fields for an object by explicitly naming the object and fields in package.xml. The following definition in package.xml
retrieves the files objects/MyCustomObject__c.object, objects/Account.object__c.object, and
objects/MyArticleType__kav.object, each containing one custom field definition.
<types>
<members>Account.MyCustomAccountField__c</members>
<members>MyArticleType__kav.MyOtherCustomField__c</members>
</types>
Version
ArticleTypes custom fields are available in API version 19.0 and later.
Fields for ArticleType

Unless otherwise noted, all fields are createable, filterable, and nillable.
Note: If you create a knowledge validation rule, the errors always display at the top of the page, even if you add it beside the
field. Therefore, write the errors descriptively so authors know how to satisfy the validation rule. For example, identify which field
is causing the error. The Salesforce Classic user interface does not support field level error messages for articles.
Field Name
Field Type
Description
defaultValue
string
If specified, represents the default value of the field.
deleteConstraint
DeleteConstraint
string)
Provides deletion options for lookup relationships. Valid values

are:
SetNull
This is the default. If the lookup record is deleted, the

lookup field is cleared.
Restrict
Prevents the record from being deleted if its in a lookup

relationship.
Cascade
Deletes the lookup record as well as associated lookup

fields.
For more information on lookup relationships, see Object
Relationships in the Salesforce Help.
description
string
Description of the field.
formula
string
If specified, represents a formula on the field.
formulaTreatBlankAs
TreatBlanksAs
string)
Indicates how to treat blanks in a formula. Valid values are

BlankAsBlank and BlankAsZero.
128
Metadata Types
Field Name
Field Type
Description
fullName
string
Inherited from Metadata, this field is not defined in the WSDL

for this metadata type. It must be specified when creating,
updating, or deleting. See create() to see an example of
this field specified for a call.
This value cannot be null.
inlineHelpText
string
Represents the content of field-level help. For more information,

see Define Field-Level Help in the Salesforce Help.
label
string
Label for the field. You cannot update the label for standard
fields in Article Type such as Title, UrlName, Summary, etc.
length
int
Length of the field.
picklist
Picklist (Including
Dependent Picklist)
If specified, the field is a picklist, and this field enumerates the

picklist values and labels.
referenceTo
string
If specified, indicates a reference this field has to another object.
relationshipLabel
string
Label for the relationship.
relationshipName
string
If specified, indicates the value for one-to-many relationships.

For example, in the object MyObject that had a relationship to
YourObject, the relationship name might be YourObjects.
required
boolean
Indicates whether the field requires a value on creation (true)

or not (false).
type
FieldType
Required. Indicates the field type for the field. Valid values are:
Checkbox available in version 30.0 and later
Currency
ArticleCurrency
Date
DateTime
Email
File
Formula
Html
Lookup
Number
Percent
Phone
Picklist
DependentPicklist
MultiselectPicklist
Text
129
Metadata Types
Field Name
ApexClass
Field Type
Description
TextArea
LongTextArea
URL
visibleLines
int
Indicates the number of lines displayed for the field.

....
<fields>
<fullName>Comments__c</fullName>
<description>add your comments about this object here</description>
<label>Comments</label>
<length>32000</length>
<type>LongTextArea</type>
<visibleLines>30</visibleLines>
</fields>
....
</CustomObject>
SEE ALSO:
ArticleType
ArticleType Layout
ApexClass
Represents an Apex class. An Apex class is a template or blueprint from which Apex objects are created. Classes consist of other classes,
user-defined methods, variables, exception types, and static initialization code. For more information, see the Force.com Apex Code
Developer's Guide. This metadata type extends the MetadataWithContent component and shares its fields.
Note: By default, you cant deploy updates to an Apex class if there are one or more active jobs for that class. To deploy updates
in this case, do one of the following.
Cancel Apex jobs before deploying changes to Apex code. Reschedule the jobs after the deployment.
Enable deployments with Apex jobs in the Salesforce user interface in the Deployment Settings page.
Supported Calls
deploy(), retrieve(), describeMetadata(), listMetadata()
Note: This metadata type is not supported by the create(), delete(), and update() calls.
130
Metadata Types
ApexClass

The file suffix is .cls for the class file. The accompanying metadata file is named ClassName-meta.xml.
Apex classes are stored in the classes folder in the corresponding package directory.
Version
Apex classes are available in API version 10.0 and later.
Fields
This metadata type contains the following fields:
Field Name
Field Type
Description
apiVersion
double
The API version for this class. Every class has an API version specified at creation.
content
base64
The Apex class definition. Base 64-encoded binary data. Prior to making an API
call, client applications must encode the binary attachment data as base64. Upon
receiving a response, client applications must decode the base64 data to binary.
This conversion is usually handled for you by a SOAP client. This field is inherited
from the MetadataWithContent component.
fullName
string
The Apex class name. The name can only contain characters, letters, and the
underscore (_) character, must start with a letter, and cannot end with an
underscore or contain two consecutive underscore characters. This field is
inherited from the Metadata component.
packageVersions PackageVersion[]
The list of installed managed package versions that are referenced by this Apex
class.
For more information about managed packages, see the Force.com Quick
Reference for Developing Packages. For more information about package
versions, see About Package Versions in the Salesforce online help. This field
is available in API version 16.0 and later.
status
ApexCodeUnitStatus
The current status of the Apex class. The following string values are valid:
Active - The class is active.
Deleted - The class is marked for deletion. This is useful for managed
packages, because it allows a class to be deleted when a managed package
is updated.
Note: ApexCodeUnitStatus includes an Inactive option, but it is
only supported for ApexTrigger; it is not supported for ApexClass.
131
Metadata Types
ApexClass
PackageVersion
PackageVersion identifies a version of a managed package. A package version is a number that identifies the set of components uploaded
in a package. The version number has the format majorNumber.minorNumber.patchNumber (for example, 2.1.3). The major
and minor numbers increase to a chosen value during every major release. The patchNumber is generated and updated only for a
patch release. It is available in API version 16.0 and later.
Field Name
Field Type
Description
namespace
string
Required. In a packaging context, a namespace prefix is a one to 15-character

alphanumeric identifier that distinguishes your package and its contents from
packages of other developers on AppExchange. Namespace prefixes are
case-insensitive. For example, ABC and abc are not recognized as unique. Your
namespace prefix must be globally unique across all Salesforce organizations.
It keeps your managed package under your control exclusively.
Salesforce automatically prepends your namespace prefix, followed by two
underscores (__), to all unique component names in your Salesforce
organization. A unique package component is one that requires a name that no
other component has within Salesforce, such as custom objects, custom fields,
custom links, s-controls, and validation rules. For more information about
namespaces, see Register a Namespace Prefix in the Salesforce online help.
majorNumber
int
Required. The major number of the package version. A package version number
has a majorNumber.minorNumber format.
minorNumber
int
Required. The minor number of the package version. A package version number
has a majorNumber.minorNumber format.

The following sample creates the MyhelloWorld.cls class, and the corresponding MyHelloWorld.cls-meta.xml
metadata file.
MyHelloWorld.cls file:
public class MyHelloWorld {
// This method updates the Hello field on a list
// of accounts.
public static void addHelloWorld(Account[] accs){
for (Account a:accs){
if (a.Hello__c != 'World')
a.Hello__c = 'World';
}
}
}
MyHelloWorld.cls-meta.xml:
<ApexClass xmlns="http://soap.sforce.com/2006/04/metadata">
132
Metadata Types
ApexComponent
<apiVersion>36.0</apiVersion>
</ApexClass>
SEE ALSO:
ApexTrigger
ApexComponent
Represents a Visualforce component. For more information, see Visualforce in the Salesforce online help. This metadata type extends
the MetadataWithContent component and shares its fields.

The file suffix is .component for the page file. The accompanying metadata file is named ComponentName-meta.xml.
Visualforce components are stored in the components folder in the corresponding package directory.
Version
Visualforce components are available in API version 12.0 and later.
Fields
Field Name
Field Type
Description
apiVersion
double
The API version for this Visualforce component. Every component has an API
version specified at creation. This field is available in API version 16.0 and later.
content
base64Binary
The component content. Base 64-encoded binary data. Prior to making an API
call, client applications must encode the binary attachment data as base64. Upon
receiving a response, client applications must decode the base64 data to binary.
This conversion is usually handled for you by a SOAP client. This field is inherited
from the MetadataWithContent component.
description
string
A description of what the component does.
fullName
string
The component developer name used as a unique identifier for API access. The
fullName can contain only underscores and alphanumeric characters. It must
be unique, begin with a letter, not include spaces, not end with an underscore,
and not contain two consecutive underscores. This field is inherited from the
Metadata component.
label
string
Required. The label for this component.
133
Metadata Types
Field Name
ApexPage
Field Type
Description
The list of installed managed package versions that are referenced by this
Visualforce component.
Note: Package components and Visualforce custom component are
distinct concepts. A package is comprised of many elements, such as
custom objects, Apex classes and triggers, and custom pages and
components.
SEE ALSO:
ApexPage
ApexPage
Represents a Visualforce page. For more information, see Visualforce in the Salesforce online help. This metadata type extends the
MetadataWithContent component and shares its fields.

The file suffix is .page for the page file. The accompanying metadata file is named PageName-meta.xml.
Visualforce pages are stored in the pages folder in the corresponding package directory.
Version
Visualforce pages are available in API version 11.0 and later.
Fields
Field Name
Field Type
Description
apiVersion
double
Required. The API version for this page. Every page has an API version
specified at creation. This field is available in API version 15.0 and later.
If you set this field to a number lower than 15.0, it will be changed to
15.0.
content
base64Binary
The page content. Base 64-encoded binary data. Prior to making an

API call, client applications must encode the binary attachment data
as base64. Upon receiving a response, client applications must decode
the base64 data to binary. This conversion is usually handled for you
134
Metadata Types
Field Name
ApexPage
Field Type
Description
by a SOAP client. This field is inherited from the MetadataWithContent
component.
description
string
A description of what the page does.
fullName
string
The page developer name used as a unique identifier for API access.
The fullName can contain only underscores and alphanumeric
characters. It must be unique, begin with a letter, not include spaces,
not end with an underscore, and not contain two consecutive
underscores. This field is inherited from the Metadata component.
availableInTouch
boolean
Indicates if Visualforce tabs associated with the Visualforce page can

be used in the Salesforce1 app. (Use of this field for Salesforce Touch
is deprecated.). This field is available in API version 27.0 and later.
Standard object tabs that are overridden with a Visualforce page arent
supported in Salesforce1, even if you set this field for the page. The
default Salesforce1 page for the object is displayed instead of the
Visualforce page.
confirmationTokenRequired boolean
Indicates whether GET requests for the page require a CSRF

confirmation token. This field is available in API version 28.0 and later.
If you change this fields value from false to true, links to the
page require a CSRF token to be added to them, or the page will be
inaccessible.
label
string
Required. The label for this page.
packageVersions
PackageVersion[]
The list of installed managed package versions that are referenced by

this Visualforce page.
For more information about managed packages, see the Force.com
Quick Reference for Developing Packages. For more information about
package versions, see About Package Versions in the Salesforce
online help. This field is available in API version 16.0 and later.

The following sample creates the MyPage.page page, and the corresponding MyPage.page-meta.xml metadata file.
SampleApexPage.page file:
<apex:page>
<h1>Congratulations</h1>
This is your new Page.
</apex:page>
SampleApexPage.page-meta.xml:
<ApexPage xmlns="http://soap.sforce.com/2006/04/metadata">
135
Metadata Types
ApexTrigger
<description>This is a sample Visualforce page.</description>

<label>SampleApexPage</label>
</ApexPage>
SEE ALSO:
ApexComponent
ApexTrigger
Represents an Apex trigger. A trigger is Apex code that executes before or after specific data manipulation language (DML) events occur,
such as before object records are inserted into the database, or after records have been deleted. For more information, see Manage
Apex Triggers in the Salesforce online help. This metadata type extends the MetadataWithContent component and shares its fields.
Supported Calls
deploy(), retrieve(), describeMetadata(), listMetadata()
Note: This metadata type is not supported by the create(), delete(), and update() calls.

The file suffix is .trigger for the trigger file. The accompanying metadata file is named TriggerName-meta.xml.
Apex triggers are stored in the triggers folder in the corresponding package directory.
Version
Triggers are available in API version 10.0 and later.
Fields
Field Name
Field Type
Description
apiVersion
double
Required. The API version for this trigger. Every trigger has an API version specified
at creation.
content
base64
The Apex trigger definition. This field is inherited from the MetadataWithContent
component.
fullName
string
The Apex trigger name. The name can only contain characters, letters, and the
underscore or contain two consecutive underscore characters. This field is
136
Metadata Types
Field Name
AppMenu
Field Type
Description
The list of installed managed package versions that are referenced by this Apex
trigger.
status
ApexCodeUnitStatus
Required. The current status of the Apex trigger. The following string values are
(enumeration of type string) valid:
Active - The trigger is active.
Inactive - The trigger is inactive, but not deleted.
Deleted - The trigger is marked for deletion. This is useful for managed
packages, because it allows a trigger to be deleted when a managed package
is updated.

The following sample creates the MyhelloWorld.trigger trigger, and the corresponding
MyHelloWorld.trigger-meta.xml metadata file.
MyHelloWorld.trigger file:
trigger helloWorldAccountTrigger on Account (before insert) {
Account[] accs = Trigger.new;
MyHelloWorld.addHelloWorld(accs);
}
MyHelloWorld.trigger-meta.xml:
<ApexTrigger xmlns="http://soap.sforce.com/2006/04/metadata">
<apiVersion>36.0</apiVersion>
</ApexTrigger>
SEE ALSO:
ApexClass
AppMenu
Represents the Force.com app menu or the Salesforce1 navigation menu.
137
Metadata Types
AppMenu

Each AppMenu component gets stored in a single file in the folder of the corresponding package directory. The filename uses the format
Feature.appMenu.
Theres one app switcher app menu file stored in a file named AppSwitcher.appMenu.
Theres one Salesforce1 app menu file stored in a file named Salesforce1.appMenu.
These two files are located in the appMenus folder. The .appMenu files are different from other named components, as theres
only one file for each AppMenu component. App menu files cant be created or deleted.
Version
AppMenu components are available in API version 30.0 and later.
Fields
Field Name
Field Type
Description
appMenuItems
AppMenuItem[]
A list of menu items in the app menu.
AppMenuItem
Represents a menu item in the app menu.
Field Name
Field Type
Description
name
string
The API name of the item.
type
string
The type of application represented by this item.

Acceptable values for AppSwitcher.appMenu are:
ConnectedApp
CustomApplication
ServiceProvider
Acceptable values for Salesforce1.appMenu are:
CustomApplication
CustomTab
StandardAppMenuItem.
The name for this item can be:
MyDay
Feed
Tasks
Dashboards
Search
People (available only when Chatter is enabled)
138
Metadata Types
Field Name
AppMenu
Field Type
Description
Groups (available only when Chatter is enabled)

The following is an example of an AppSwitcher.appMenu file.
<AppMenu xmlns="http://soap.sforce.com/2006/04/metadata">
<appMenuItems>
<appMenuItem>
<name>standard__Sales</name>
<type>CustomApplication</type>
</appMenuItem>
<appMenuItem>
<name>standard__Support</name>
</appMenuItem>
<appMenuItem>
<name>CustomApp1</name>
</appMenuItem>
<appMenuItem>
<name>CustomApp2</name>
</appMenuItem>
<appMenuItem>
<name>ConnectedApp1</name>
<type>ConnectedApp</type>
</appMenuItem>
</appMenuItems>
</AppMenu>

<types>
<members>AppSwitcher</members>
<name>AppMenu</name>
</types>
The following is an example of a Salesforce1.appMenu component.

<AppMenu xmlns="http://soap.sforce.com/2006/04/metadata">
<appMenuItems>
<appMenuItem>
<name>StandardItem1</name>
<type>StandardAppMenuItem</type>
</appMenuItem>
<appMenuItem>
139
Metadata Types
ApprovalProcess
</appMenuItem>
<appMenuItem>
</appMenuItem>
<appMenuItem>
<name>CustomTab1</name>
<type>CustomTab</type>
</appMenuItem>
</appMenuItems>
</AppMenu>

<types>
<members>Salesforce1</members>
</types>
The following is an example of a package manifest used to deploy or retrieve all the available app menu metadata for an organization,
using a wildcard:
<types>
</types>
</Package>
Usage
Use AppSwitcher.appMenu to reorder the list of menu items that appears in the Force.com app menu. You cant add app menu
items to or remove app menu items from AppSwitcher.appMenu.
Use Salesforce1.appMenu to customize the list of menu items that appears in the Salesforce1 navigation menu by reordering,
adding, or removing the app menu items.
ApprovalProcess
Represents the metadata associated with an approval process. An approval process is an automated process your organization can use
to approve records in Salesforce. An approval process specifies the steps necessary for a record to be approved and who must approve
it at each step. A step can apply to all records included in the process, or just records that meet certain administrator-defined criteria.
An approval process also specifies the actions to take when a record is approved, rejected, recalled, or first submitted for approval. This
type extends the Metadata metadata type and inherits its fullName field.
140
Metadata Types
ApprovalProcess
Note:
To use approval processes on Salesforce Knowledge articles with the Metadata API, the article type must be deployed. For
article version (_kav) in approval processes, the supported action types are: Knowledge Action, Email Alert, Field Update, and
Outbound Message.
Send actions and approval processes for email drafts arent supported in the Metadata API.
The metadata doesnt include the order of active approval processes. You may need to reorder the approval processes in the
destination organization after deployment.
Before you implement an approval process for your organization, see Considerations for Approval Processes in the Salesforce
Help.

ApprovalProcess components have the suffix .approvalProcess and are stored in the approvalProcesses folder.
Version
ApprovalProcess components are available in API version 28.0 and later.
Fields
Field Name
Field Type
Description
active
boolean
Required. Whether the approval process is active.

After an approval process is activated, you can't add, delete,
or change the order of the steps or change reject or skip
behavior for that process, even if you make the process
inactive.
allowRecall
boolean
Whether to allow submitters to recall approval requests.

If set to false, only administrators can recall approval
requests.
allowedSubmitters
ApprovalSubmitter[]
Required. An array of users who are allowed to submit records

for approval.
approvalPageFields
ApprovalPageField
Specifies which fields to display on the approval page, where

the approver goes to approve or reject the record. By default,
the approval page displays the following:
Name field
Owner field (except for child objects)
If you enable notifications in Salesforce1, keep in mind that
approvers may view this list of fields on a mobile device. Select
only the fields necessary for users to decide whether to
approve or reject records.
141
Metadata Types
ApprovalProcess
Field Name
Field Type
Description
approvalStep
ApprovalStep[]
An array of approval step definitions.
description
string
Describes the approval process.
emailTemplate
string
Specifies which email template to use for approval requests.

If not specified, the default email template is used.
When an approval process assigns an approval request to a
user, Salesforce automatically sends the user an approval
request email. The email contains a link to the approval page
in Salesforce, where the user can approve or reject the request
and add comments.
enableMobileDeviceAccess boolean
Whether users can access an external version of the approval

page from any browser, including those on mobile devices,
without logging in to Salesforce. Corresponds to Security
Settings in the user interface.
If set to true, approval steps cant have approvers of type
adhoc.
If set to false, approvers must log in to Salesforce to access
the approval page.
entryCriteria
ApprovalEntryCriteria
Determines which records can enter the approval process.

Exclude this field to allow all records to enter the approval
process.
finalApprovalActions
ApprovalAction
Specifies which workflow actions to execute when all required

approvals have been given for a record.
finalApprovalRecordLock
boolean
Whether to keep the record locked after it receives all necessary

approvals. Default: false.
finalRejectionActions
ApprovalAction
Specifies which workflow actions to execute after a record

enters the final rejection state.
finalRejectionRecordLock boolean
Whether to keep the record locked after its finally rejected.

Default: false.
initialSubmissionActions ApprovalAction
Specifies which workflow actions to execute when a record is

initially submitted for approval.
label
string
Required. Name of the approval process.
nextAutomatedApprover
NextAutomatedApprover
Specifies a standard or custom user hierarchy field that can be

used to automatically assign the approver for an approval step.
If you exclude this field, then no approval step can use a user
hierarchy field to automatically assign the approver.
142
Metadata Types
ApprovalProcess
Field Name
Field Type
Description
postTemplate
string
Post template to use for Approvals in Chatter.

Chatter post approval notifications are only available for
approval processes associated with an object that has been
enabled for feed tracking.
recallActions
ApprovalAction
Specifies which workflow actions to execute when a pending

approval request is withdrawn.
recordEditability
RecordEditabilityType
Specifies which users can edit records that are pending

approval. When a record is submitted for approval, it is
automatically locked to prevent other users from editing it
during the approval process. Valid values are:
AdminOnlyRecords pending approval can be edited
by:
Users with the Modify All Data permission
Users with the Modify All object-level permission for
the given object
AdminOrCurrentApproverRecords pending
approval can be edited by:
Users with the Modify All Data permission
Users with the Modify All object-level permission for
the given object
The assigned approver, who must have edit access to
the record through user permissions and the
organization-wide sharing defaults for the given object
showApprovalHistory
boolean
Whether to add the Approval History related list to the

approval page, which is where the approver can view the
approval request details and approve or reject the record. The
Approval History related list tracks a record through the
approval process.
If you also want to add the Approval History related list to
record detail and edit pages, use the Salesforce user interface
to customize the page layouts for the given object.
ApprovalSubmitter
Represents a user or set of users who can submit records for approval.
143
Metadata Types
ApprovalProcess
Field Name
Field Type
Description
submitter
string
Identifies a specific user or set of users who can submit records for approval. This field
is required, except when the following types are specified and the submitter
field is ignored:
owner
creator
allInternalUsers
Example:
<allowedSubmitters>
<type>allInternalUsers</type>
</allowedSubmitters>
<allowedSubmitters>
<submitter>myGroup</submitter>
<type>group</type>
type
ProcessSubmitterType
string)
Required. Type of user or set of users who can submit records for approval. Valid values
are:
group
role
user
roleSubordinates
roleSubordinatesInternal
owner
creator
partnerUser
customerPortalUser
portalRole
portalRoleSubordinates
allInternalUsersall Salesforce users in the organization
ApprovalPageField
Represents the selection of fields to display on the approval page, where an approver can view the approval request details and approve
or reject the record.
Field Name
Field Type
Description
field
string[]
An array of fields that are displayed on the page for the approver to approve
or reject the record.
144
Metadata Types
ApprovalProcess
ApprovalStep
Represents a step in the approval process. Approval steps assign approval requests to various users and define the chain of approval for
a particular approval process. Each approval step specifies the attributes a record must have to advance to that approval step, the user
who can approve requests for those records, and whether to allow the delegate of the approver to approve the requests. The first
approval step in a process specifies the action to take if a record does not advance to that step. Subsequent steps in the process allow
you to specify what happens if an approver rejects the request.
Note:
The order of the ApprovalStep entries in the approval process definition determines the order in which the approval
steps are executed.
After an approval process is activated, you can't add, delete, or change the order of the steps or change reject or skip behavior
for that process, even if you make the process inactive.
There is a limit of 30 steps.
Field Name
Field Type
Description
allowDelegate
boolean
Whether to allow delegated approvers in this step of the

approval process. A delegated approver is a user appointed by
an assigned approver as an alternate for approval requests.
approvalActions
ApprovalAction

approved in this step of the approval process.
assignedApprover
ApprovalStepApprover
Specifies the assigned approvers for this step of the approval

process.
description
string
Describes the approval step.
entryCriteria
Determines which records can enter this step of the approval

process.
ifCriteriaNotMet
StepCriteriaNotMetType
Specifies what to do for records that dont meet the entry

criteria. Valid values are:
ApproveRecordApprove the request and execute
all final approval actions.
RejectRecordReject the request and execute all
final rejection actions. This option is available only for the
first step in the approval process.
GotoNextStepSkip to the next approval step. If you
select this option for the first approval step, and a record
doesnt meet the entry criteria for any other step, the record
is rejected.
label
string
Required. Name of the approval step.
name
string
Required. Unique name of the approval step. It must contain

only underscores and alphanumeric characters, begin with a
letter, not include spaces, not end with an underscore, and not
contain two consecutive underscores. The requirement for
uniqueness is only within the specific approval process.
145
Metadata Types
ApprovalProcess
Field Name
Field Type
Description
rejectBehavior
ApprovalStepRejectBehavior
Required, except for the first step in the approval process.

Specifies what happens if the approver rejects the request
during this approval step, unless its the first step in the approval
process.
If the approver rejects the request in the first step in the approval
process, the reject behavior is determined by the
finalRejectionActions.
rejectionActions
ApprovalAction

rejected in this step of the approval process.
ApprovalAction
Represents the actions that occur as a result of an approval process.
Field Name
Field Type
Description
action
WorkflowActionReference[]
An array of workflow actions to execute.
ApprovalStepApprover
Represents the assigned approvers for an approval step. There is a limit of 25 approvers per step.
Field Name
Field Type
Description
approver
Approver[]
An array of assigned approvers for this step of the approval process.
whenMultipleApprovers
RoutingType
(enumeration of
type string)
Specifies how to handle approval or rejection when multiple approvers

are assigned to the step. Valid values are:
Unanimous(Default) Require unanimous approval from all
approvers for this step. The approval request for this step is rejected
if any of the approvers reject the request.
FirstResponseApprove or reject based on the first response.
Approver
Represents an assigned approver for an approval step.
Note: When specifying approvers, note the following:
Make sure the assigned approver has access to read the records for the approval requests. For example, a user who does not
have read access to an Expenses custom object will not be able to view expense approval requests.
You can't use email approval response with approval processes in which the assigned approver is a queue.
Approvers must have the API Enabled system permission to approve or reject approval requests via email.
146
Metadata Types
ApprovalProcess
You can assign an approval request to the same user multiple times in a single step; however, Salesforce recognizes such
redundancies and only requests a single approval from the user.
After a record enters an approval step, the designated approvers for that step don't change even if the approval process returns
to that step and the values of related user fields that designate the approvers have changed. For example, consider an approval
process in which the first step requests approval from a user's manager. If the approval request is rejected in the second step
and sent back to the first step, the user's original manager receives the approval request again even if the user's manager has
changed.
When the assigned approver is a queue:
Any queue member can approve or reject an approval request that is assigned to the queue.
Approval request emails are sent to the queue email address. If the queue is set up to send email to members, then approval
request emails are also sent to the queue members, except those whose approval user preferences are set to never receive
approval request emails.
When an approval request is assigned to a queue, each queue member's delegated approver also receives an approval
request email notification.
Because email notifications to a queue arent intended for an external audience, any instances of the merge field
{!ApprovalRequest.External_URL} in the email template are sent as the equivalent internal URL.
Salesforce1 notifications for approval requests arent sent to queues. For each approval step involving a queue, we
recommend adding individual users as assigned approvers, so at least those individuals can receive the approval request
notifications in Salesforce1. To have both queues and individual users as assigned approvers, select Automatically
assign to approver(s) instead of Automatically assign to queue in the approval step.
When an approval request is rejected and returned to the previous approver and the previous approver was a queue, the
approval request is assigned to the user who approved it instead of the queue.
The Approval History related list displays the queue name in the Assigned To column and the actual user who
approved or rejected the approval request in the Actual Approver column.
Field Name
Field Type
Description
name
string
Identifies an assigned approver. This field is required, except when the type is one of
the following and the name is ignored:
adhoc
userHierarchyField
type
NextOwnerType
string)
Combined with the specified name, this identifies an assigned approver. Valid values are:
adhocThe approver for the step must be selected manually. For the first step, the
submitter selects the approver. For the second and later steps, the approver for the
previous step selects the approver. For this value, exclude the name field.
userA user in your organization. For this value, enter a username for the name
field.
userHierarchyFieldA user specified in a standard or custom user hierarchy
field, such as the standard Manager field. For this value, exclude the name field.
The user hierarchy field must be defined in the nextAutomatedApprover for
the approval process.
relatedUserFieldA user specified in a user lookup field on the submitted
record, such as the Last Modified By field. For this value, enter the name of
the user lookup field for the name field.
147
Metadata Types
Field Name
ApprovalProcess
Field Type
Description
queueAutomatically assign to a queue. For this value, enter the name of the queue
for the name field.
Represents the criteria that records must meet to enter the approval process or an approval step. Specify either filter criteria or a formula,
but not both.
Field Name
Field Type
Description
booleanFilter
string
Filter logic for criteriaItems. Exclude this field if you enter a formula.
criteriaItems
FilterItem[]
Filter criteria that a record must meet to enter the approval process or approval
step.
Approval processes don't support valueField entries in filter criteria.
string
formula
Formula that must evaluate to true for a record to enter the approval process
or approval step.
ApprovalStepRejectBehavior
Represents what happens if the approver rejects the request during this approval step, unless its the first step in the approval process.
For the first step in the approval process, the reject behavior is determined by the approval processs final rejection actions.
Field Name
Field Type
Description
type
StepRejectBehaviorType
Valid values are:
(enumeration of type string) RejectRequestAutomatically rejects the request completely regardless of
any previous steps that were approved. Salesforce performs all rejection actions
specified for this step and all final rejection actions.
BackToPreviousAutomatically rejects the request and returns the approval
request to the previous approver. Salesforce performs all rejection actions specified
for this step. Not allowed in the first step of the approval process.
NextAutomatedApprover
Represents the user hierarchy field to use as the next automated approver for the approval process. If defined, the user specified in the
hierarchy field can be automatically assigned as the approver in one or more approval steps.
Field Name
Field
Type
useApproverFieldOfRecordOwner boolean
Description
Required. Whether the first executed approval step should use the
specified userHierarchyField in the record owners user
recordinstead of the submitters user recordas the approver. All
148
Metadata Types
Field Name
ApprovalProcess
Field
Type
Description
remaining steps use the specified userHierarchyField in the
user record of the preceding steps approver.
userHierarchyField
string
Required. Standard or custom user hierarchy field whose value specifies

which user to assign as the approver. For example, the standard
Manager hierarchy field can be used to assign approvers for employee
PTO (paid time off) requests.
Make sure the assigned approver has access to read the records for the
approval requests. For example, a user who does not have read access
to an Expenses custom object will not be able to view expense approval
requests.

The following is an example of an ApprovalProcess component:
<ApprovalProcess xmlns="http://soap.sforce.com/2006/04/metadata">
<active>false</active>
<allowRecall>false</allowRecall>
<allowedSubmitters>
<type>owner</type>
<allowedSubmitters>
<submitter>USSalesRep</submitter>
<type>role</type>
<allowedSubmitters>
<submitter>MarketingGroup</submitter>
<type>group</type>
<allowedSubmitters>
<submitter>[email protected]</submitter>
<type>user</type>
<approvalPageFields>
<field>Name</field>
<field>Owner</field>
<field>MyLeadCustomField__c</field>
<field>Address</field>
</approvalPageFields>
<approvalStep>
<allowDelegate>false</allowDelegate>
<approvalActions>
<action>
<name>LeadApprovedTask1</name>
<type>Task</type>
</action>
<action>
149
Metadata Types
ApprovalProcess
<name>LeadApprovedTask2</name>
<type>Task</type>
</action>
</approvalActions>
<assignedApprover>
<approver>
<type>adhoc</type>
</approver>
</assignedApprover>
<label>Step1</label>
<name>Step1</name>
<rejectionActions>
<action>
<name>LeadRejectedTask</name>
<type>Task</type>
</action>
</rejectionActions>
</approvalStep>
<approvalStep>
<allowDelegate>false</allowDelegate>
<assignedApprover>
<approver>
<type>userHierarchyField</type>
</approver>
</assignedApprover>
<entryCriteria>
<criteriaItems>
<field>Lead.CreatedDate</field>
<operation>greaterThan</operation>
<value>3/25/2013</value>
</criteriaItems>
<criteriaItems>
<field>User.IsActive</field>
<operation>notEqual</operation>
<value>true</value>
</criteriaItems>
</entryCriteria>
<ifCriteriaNotMet>ApproveRecord</ifCriteriaNotMet>
<name>Step2</name>
<rejectBehavior>
<type>RejectRequest</type>
</rejectBehavior>
</approvalStep>
<approvalStep>
<allowDelegate>true</allowDelegate>
<assignedApprover>
<approver>
<name>MarketingTeamQueue</name>
<type>queue</type>
</approver>
<approver>
<name>LastModifiedBy</name>
<type>relatedUserField</type>
150
Metadata Types
ApprovalProcess
</approver>
<approver>
<name>[email protected]</name>
<type>user</type>
</approver>
<whenMultipleApprovers>FirstResponse</whenMultipleApprovers>
</assignedApprover>
<entryCriteria>
<formula>CONTAINS( MyLeadCustomField__c , 'Salesforce')</formula>
</entryCriteria>
<name>Step3</name>
<rejectBehavior>
<type>BackToPrevious</type>
</rejectBehavior>
</approvalStep>
<emailTemplate>MyFolder/LeadsNewassignmentnotification</emailTemplate>
<enableMobileDeviceAccess>false</enableMobileDeviceAccess>
<entryCriteria>
<criteriaItems>
<field>Lead.AnnualRevenue</field>
<operation>greaterThan</operation>
<value>10500</value>
</criteriaItems>
<criteriaItems>
<field>Lead.MyLeadCustomField__c</field>
<operation>equals</operation>
<value>Salesforce</value>
</criteriaItems>
</entryCriteria>
<finalApprovalActions>
<action>
<name>LeadEmailContacted</name>
<type>Alert</type>
</action>
</finalApprovalActions>
<finalApprovalRecordLock>true</finalApprovalRecordLock>
<finalRejectionActions>
<action>
<name>ProcessRejectedMessageAction</name>
<type>OutboundMessage</type>
</action>
</finalRejectionActions>
<finalRejectionRecordLock>false</finalRejectionRecordLock>
<initialSubmissionActions>
<action>
<name>LeadFieldUpdate</name>
<type>FieldUpdate</type>
</action>
<action>
<name>NewLeadEmail</name>
<type>Alert</type>
</action>
</initialSubmissionActions>
151
Metadata Types
AssignmentRules
<label>SampleProcess</label>
<nextAutomatedApprover>
<useApproverFieldOfRecordOwner>false</useApproverFieldOfRecordOwner>
<userHierarchyField>customlookupuserfield__c</userHierarchyField>
</nextAutomatedApprover>
<postTemplate>MyPostTemplate</postTemplate>
<recallActions>
<action>
<name>ProcessRecalledMessageAction</name>
</action>
</recallActions>
<recordEditability>AdminOnly</recordEditability>
<showApprovalHistory>false</showApprovalHistory>
</ApprovalProcess>
AssignmentRules
Represents assignment rules that allow you to automatically route cases to the appropriate users or queues. You can access rules metadata
for all applicable objects, for a specific object, or for a specific rule on a specific object. The package.xml syntax for accessing all
assignment rules for all objects is:
<types>
</types>
All rules for a specific object uses a similar syntax without the wildcard. For example, all assignment rules for the Case object would use
this syntax:
<types>
</types>
You can also access specific assignment rules for an object. The following example only accesses the samplerule and newrule
assignment rules on the Case object. Notice that for this example the type name syntax is AssignmentRule and not
AssignmentRules.
<types>
<members>Case.newrule</members>
<name>AssignmentRule</name>
</types>

Assignment rules for an object have the suffix .assignmentRules and are stored in the assignmentRules folder. For example,
all Case assignment rules are stored in the Case.assignmentRules file.
152
Metadata Types
AssignmentRules
Version
AssignmentRules components are available in API version 27.0 and later.
Fields
Field Name
Field Type
Description
assignmentRule
AssignmentRule[]
Represents the definitions of the named assignment rules.
AssignmentRule
Specifies whether the rule is active or not and its definition. Rules are processed in the order they appear within the AssignmentRules
container.
Field Name
Field Type
Description
active
boolean
Indicates whether the assignment rule is active (true) or

not (false).
fullname
string
Inherited from Metadata, this field is not defined in the

WSDL for this metadata type. It must be specified when
creating, updating, or deleting. See create() to see an
RuleEntry[]
Represents the type and description for the assignment

rule.
Field Name
Field Type
Description
assignedTo
string
The name of the user or queue the item is assigned to.
assignedToType
AssignToLookupValueType Valid values are:
ruleEntry
RuleEntry
Represents the fields used by the rule.
User
Queue
booleanFilter
string
Advanced filter conditions that were specified for the rule.
criteriaItems
FilterItem[]
The items in the list that define the assignment criteria.
formula
string
The validation formula.

Note: Specify either formula or
criteriaItems, but not both fields.
153
Metadata Types
AssignmentRules
Field Name
Field Type
Description
notifyCcRecipients
boolean
Specifies whether email addresses included on the Cc line

of an incoming Email-to-Case or Web-to-Lead message
should be included on the Cc line of the auto-response to
that message (true) or not (false). Available in API
version 32.0 and later.
overrideExistingTeams
boolean
Specifies whether the case team should be reset when the

assignment is done true) or if the current team is added
to the case instead of replacing the previous team (false).
team
string[]
The name of the case team. It may occur 0 or more times.
template
string
Specifies the template to use for the email that is

automatically sent to the designated recipient.

The following is an example file showing two assignment rules on the Case object:
<AssignmentRules xmlns="http://soap.sforce.com/2006/04/metadata"
xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
<assignmentRule>
<fullName>samplerule</fullName>
<ruleEntry>
<assignedTo>[email protected]</assignedTo>
<assignedToType>User</assignedToType>
<criteriaItems>
<field>Case.IsEscalated</field>
<value>True</value>
</criteriaItems>
<template>emailtemplate</template>
</ruleEntry>
</assignmentRule>
<assignmentRule>
<fullName>Another samplerule</fullName>
<ruleEntry>
<criteriaItems>
<field>Case.IsEscalated</field>
<value>False</value>
</criteriaItems>
</ruleEntry>
</assignmentRule>
</AssignmentRules>
154
Metadata Types
Represents a Lightning definition bundle. A bundle contains a Lightning definition and all its related resources. The definition can be a
component, application, event, interface, or a tokens collection.

A Lightning bundle is a folder that contains definition files. Unlike other metadata components, an AuraDefinitionBundle component
isnt represented by a single component file but instead by a collection of component definition files. Each definition file represents a
resource in a bundle, such as markup, applications, code files (including controllers and helpers), events, documentation, and interfaces.
For example, this directory structure shows the hierarchy of the folders and files for two bundles: bundle1 and bundle2.
aura
bundle1
bundle1.cmp
bundle1Controller.js
bundle2
bundle2.app
bundle2.cmp
bundle2Controller.js
bundle2.auradoc
Lightning bundles must be under a top-level folder thats named aura. Each bundle must have its own subfolder under the aura
folder. The name of each definition file must start with the bundle name.
A bundle doesnt have a suffix. Definition files can have one of these suffixes:
Suffix
Component Type
.app
Application
.cmp
Component
.design
Design
.evt
Event
.intf
Interface
.js
Controller, Helper, or Renderer
.svg
SVG image
.css
Style
.auradoc
Documentation
.tokens
Tokens collection
Each bundle can have only one file each with a suffix of .app, .cmp, .design, .evt, .intf, or .tokens.
155
Metadata Types
Version
AuraDefinitionBundle components are available in API version 32.0 and later.
Design and SVG components are available in API version 33.0 and later.
Special Access Rules

Definitions can be created only in organizations with defined namespaces.
Fields
Field Name
Field Type
Description
apiVersion
double
The API version for this definition bundle. When you create an Aura
bundle, you can specify the API version to save it with. Available in API
controllerContent
base64Binary
The content of a JavaScript client-side controller.
description
string
The specification of the Aura bundle. Available in API version 35.0 and
later.
designContent
base64Binary
The content of a design definition. Only valid inside a component bundle.
documentationContent
base64Binary
The content of a documentation definition.
helperContent
base64Binary
The content of a JavaScript helper.
markup
base64Binary
The content of the markup for a definition.
modelContent
base64Binary
Deprecated. Do not use.
packageVersions
PackageVersion[]
The list of installed managed package versions that this Aura definition
bundle references. Available in API version 35.0 and later.
rendererContent
base64Binary
The content of a JavaScript client-side renderer.
styleContent
base64Binary
The CSS for the definition.
SVGContent
base64Binary
The SVG image for the definition.
testsuiteContent
base64Binary
type
AuraBundleType
(enumeration of
type string)
The definition type. Valid values are:

Application
Component
Event
Interface
Tokens
156
Metadata Types
AuthProvider

This example shows the directory structure of an AuraDefinitionBundle component.
aura
sampleCmp
sampleCmp.cmp
sampleCmpController.js
The following samples show the contents of the metadata definition files that correspond to the sample aura directory.
Content of sampleCmp.cmp:
<aura:component>
<aura:attribute name="val1" type="String" default="Value"/>
<aura:attribute name="val2" type="String" />
<aura:handler name="init" value="{!this}" action="{!c.myAction}"/>
<ui:outputText value='Hello world!'/>
<ui:outputText value='{!v.val1}'/>
<ui:outputText value='{!v.val2}'/>
</aura:component>
Content of sampleCmpController.js:
({
myAction : function(component) {
component.set('v.val1','Value1');
component.set('v.val2','Value2');
}
})
This package.xml references the definitions of all Lightning components that are present in the sampleCmp bundle.
<types>
<members>sampleCmp</members>
<name>AuraDefinitionBundle</name>
</types>
</Package>
AuthProvider
Represents an authentication provider (or auth provider) in your organization. An auth provider enables users to log in to your Salesforce
organization using their login credentials from an external service provider such as Facebook or Janrain. This type extends the Metadata

Authentication providers are stored in the authproviders directory. The file name matches the URL suffix and the extension is
.authprovider. For example, an auth provider with URL suffix FacebookProvider is stored in
authproviders/FacebookProvider.authprovider.
157
Metadata Types
AuthProvider
Version
Authentication providers are available in API version 27.0 and later.

Only users with the Customize Application and Manage AuthProviders permissions can access this object.
Fields
Field Name
Field Type
Description
authorizeUrl
string
Required, but only if providerType is OpenIdConnect. The OAuth

authorization endpoint URL. Used only with OpenID Connect authentication
providers. Available in API version 29.0 and later.
In API version 33.0 and later, the behavior of this field changed to support
the Salesforce-managed auth provider configuration, which allows
Salesforce to manage the value for Facebook, Salesforce, LinkedIn, Twitter
or Google authentication. For more information, see the Usage section.
consumerKey
string
Required. The apps key that is registered at the third-party single sign-on
provider.
consumerSecret
string
Required. The consumer secret of the app that is registered at the

third-party single sign-on provider. This field cannot be updated. When
using create() this field must be encrypted. To create an encrypted
form of the consumer secret from plain text:
1. Create an auth provider with the consumerSecret plain text
value.
2. Save the auth provider.
3. Create an outbound change set that includes the auth provider
component.
The new change set .xml file will have an entry in the form
<consumerSecret>++XYZ++</consumerSecret> where
++XYZ++ is the encrypted secret.

158
Metadata Types
Field Name
AuthProvider
Field Type
customMetadataTypeRecord string
defaultScopes
string
Description
Required, but only with custom authentication provider plug-ins, when
ProviderType is Custom. The API name of the authentication
provider. Available in API version 36.0 and later.
Required, but only if providerType is OpenIdConnect The scopes
to be sent with the authorization request, if not specified when a flow is
started. Used only with OpenID Connect authentication providers. Available
DeveloperName
string
Required. Used when referring to the auth provider from a program.
errorUrl
string
A custom error URL for the provider to use to report any errors.
executionUserId
string
The user that runs the Apex handler class. The user must have the Manage
Users permission. A user is required if you specify a registration handler
class.
friendlyName
string
Required. A user-friendly name for the provider.
iconUrl
string
The path to an icon to use as a button on the login page for a community.
Users click the button to log in to a community with the associated
authentication provider, such as Twitter or LinkedIn. Available in API
idTokenIssuer
string
Only available if providerType is OpenIdConnect. This value

identifies the source of the authentication token in the form https:
URI. Used only with OpenID Connect authentication providers. If provided,
Salesforce validates the returned id_token value. The OpenID Connect
specification requires an id_token value to be returned with the
access_token value. Available in API version 30.0 and later.
logoutUrl
string
Provides a specific destination for users after they log out if they
authenticated using the single sign-on flow. The URL must be fully qualified
with an http or https prefix, such as
https://acme.my.salesforce.com. Available in API version
33.0 and later.
plugin
string
An existing Apex class that implements the

Auth.AuthProviderPlugin interface. Available in API version
36.0 and later.
providerType
AuthProviderType Required. The third-party single sign-on provider to use. Valid values are:
(enumeration of
type string)
Facebook
Google
Salesforce
Janrain
159
Metadata Types
Field Name
AuthProvider
Field Type
Description
LinkedIn (Available in API version 32.0 and later.)
Twitter (Available in API version 32.0 and later.)
OpenIdConnect (Available in API version 29.0 and later.)
Note: This type requires values for the following fields:
authorizeUrl
defaultScopes
tokenUrl
userInfoUrl
MicrosoftACS Microsoft Access Control Service typically provides
authentication for a Microsoft Office 365 service like SharePoint Online.
(Available in API version 31.0 and later.)
GitHubUse the GitHub provider to log in users of your Force.com
app to GitHub using OAuth. When logged in to GitHub, your app can
make calls to GitHub APIs. The GitHub provider isnt available as a
single sign-on provider, which means users cant log in to your
Salesforce organization using their GitHub login credentials. (Available
in API version 35.0 and later.)
CustomA provider configured with a custom authentication
provider plug-in. (Available in API version 36.0 and later.)
registrationHandler
string
An existing Apex class that implements the

Auth.RegistrationHandler interface.
sendAccessTokenInHeader boolean
Required only if providerType is OpenIdConnect. When true,

the access token is sent to the userInfoUrl in a header instead of a
query string. Used only with OpenID Connect authentication providers.
sendClientCredentialsInHeader boolean
Required only if providerType is OpenIdConnect. When true,

the client credentials are sent in a header, instead of a query string, to the
tokenUrl. The credentials are in the standard OpenID Connect Basic
Credentials header form, which is Basic <token>, where <token>
is the base64-encoded string "clientkey:clientsecret". Used
only with OpenID Connect authentication providers. Available in API version
30.0 and later.
tokenUrl
string
Required, but only if providerType is OpenIdConnect. The OAuth

token endpoint URL. Used only with OpenID Connect authentication
providers. Available in API version 29.0 and later.
160
Metadata Types
AuthProvider
Field Name
Field Type
Description
userInfoUrl
string
Required, but only if providerType is OpenIdConnect. The

OpenID Connect endpoint URL. Used only with OpenID Connect
authentication providers. Available in API version 29.0 and later.

<AuthProvider xmlns="http://soap.sforce.com/2006/04/metadata">
<consumerKey>yourappkey</consumerKey>
<consumerSecret>PwdVxXjzu3NCZ3MD4He+wA==</consumerSecret>
<executionUser>[email protected]</executionUser>
<friendlyName>FacebookAuthProvider</friendlyName>
<providerType>Facebook</providerType>
<registrationHandler>RegistrationHandler</registrationHandler>
</AuthProvider>
The following is an example package manifest that references the previous AuthProvider definition.
<types>
<members>AuthProvider</members>
<name>FacebookProvider</name>
</types>
</Package>
Usage
For API version 33.0 and later. when implementing the Salesforce-managed authentication provider configuration, you can have Salesforce
create and manage the following fields for you:
authorizeUrl
consumerKey
consumerSecret
defaultScopes
tokenURL
userInfoUrl
To configure a Salesforce-managed authentication provider, set up a Facebook, Salesforce, LinkedIn, Twitter or Google auth provider
and leave all of the listed fields blank. Salesforce automatically creates values for you. However, if you provide a value for any of these
fields, then consumerKey and consumerSecret must also be specified.
161
Metadata Types
AutoResponseRules
AutoResponseRules
Represents an auto-response rule that sets conditions for sending automatic email responses to lead or case submissions based on the
attributes of the submitted record. You can access rules metadata for all applicable objects, for a specific object, or for a specific rule on
a specific object. The package.xml syntax for accessing all auto-response rules for all objects is:
<types>
<name>AutoResponseRules</name>
</types>
All rules for a specific object uses a similar syntax without the wildcard. For example, all auto-response rules for the Case object would
use this syntax:
<types>
<name>AutoResponseRules</name>
</types>
You can also access specific auto-response rules for an object. The following example only accesses the samplerule and newrule
auto-response rules on the Case object. Notice that for this example the type name syntax is AutoResponseRule and not
AutoResponseRules.
<types>
<name>AutoResponseRule</name>
</types>

AutoResponseRules for an object have the suffix .autoResponseRules and are stored in the autoResponseRules folder.
For example, all Case auto-response rules are stored in the Case.autoResponseRules file.
Version
AutoResponseRules components are available in API version 27.0 and later.
Fields
Field Name
Field Type
Description
autoresponseRule
AutoResponseRule[] Represents the definitions of the named auto-response rules.
AutoResponseRule
Represents whether a rule is active or not and the order in which the entry is processed in the rule.
162
Metadata Types
AutoResponseRules
Field Name
Field Type
Description
active
boolean
Indicates whether the autoresponse rule is active (true)

or not (false).
fullname
string

RuleEntry[]
Represents the type and description for the auto-response

rule.
Field Name
Field Type
Description
booleanFilter
string
criteriaItems
FilterItem[]
formula
string
ruleEntry
RuleEntry

replyToEmail
string
The email address that appears in the reply-to header.
senderEmail
string
The email address of the person or queue sending the email

notification.
senderName
string
The name of the person or queue sending the email

notification.
template
string

automatically sent to the designated recipient.

The following is an example AutoResponseRules component:
<AutoResponseRules xmlns="http://soap.sforce.com/2006/04/metadata">
<autoResponseRule>
<fullName>ajbdeploytest2</fullName>
<ruleEntry>
<criteriaItems>
<field>Case.Description</field>
<operation>contains</operation>
163
Metadata Types
CallCenter
<value>testing</value>
</criteriaItems>
<senderEmail>[email protected]</senderEmail>
<senderName>tester name j</senderName>
<replyToEmail>test@@test.org</replyToEmail>
</ruleEntry>
</autoResponseRule>
</AutoResponseRules>
CallCenter
Represents the Call Center definition used to integrate Salesforce with a third-party computer-telephony integration (CTI) system.

CallCenter components have the suffix callCenter and are stored in the callCenters folder.
Version
CallCenter components are available in API version 27.0 and later.
Fields
Field Name
Field Type
Description
adapterUrl
string
Optional field. A URL that points to a CTI 4 adapter.
displayName
string
The display name of this call center.
displayNameLabel
string
The label of the displayName field in Call Center setup page.
internalNameLabel
string
The label of the internalName field in Call Center setup page.
version
string
The version of this call center.
sections
CallCenterSection[] Custom setup items defined for this call center.
CallCenterSection
Field Name
Field Type
Description
items
CallCenterItem[] on page 165
Contains the label, name, and value that

describe the sections.
label
string
The label of the section.
name
string
The name of the section.
164
Metadata Types
CallCenter
CallCenterItem
Field Name
Field Type
Description
label
string
The label of the custom setup item.
name
string
The name of the custom setup item.
value
int or URL
The value of the custom setup item.

The following is an example of a CallCenter component:
<CallCenter xmlns="http://soap.sforce.com/2006/04/metadata">
<adapterUrl>http://localhost:11000</adapterUrl>
<displayName>Demo Call Center Adapter</displayName>
<displayNameLabel>Display Name</displayNameLabel>
<internalNameLabel>Internal Name</internalNameLabel>
<sections>
<items>
<name>reqDescription</name>
<value>Demo Call Center Adapter</value>
</items>
<items>
<label>CTI Connector ProgId</label>
<name>reqProgId</name>
<value>DemoAdapter.DemoAdapter.1</value>
</items>
<items>
<label>Version</label>
<name>reqVersion</name>
<value>3.0</value>
</items>
<items>
<label>CTI Adapter URL</label>
<name>reqAdapterUrl</name>
<value>http://localhost:11000</value>
</items>
<label>General Information</label>
<name>reqGeneralInfo</name>
</sections>
<sections>
<items>
<label>Outside Prefix</label>
<name>reqOutsidePrefix</name>
<value>1</value>
</items>
<items>
<label>Long Distance Prefix</label>
<name>reqLongDistPrefix</name>
165
Metadata Types
Certificate
<value>1</value>
</items>
<items>
<label>International Prefix</label>
<name>reqInternationalPrefix</name>
<value>01</value>
</items>
<label>Dialing Options</label>
<name>reqDialingOptions</name>
</sections>
<version>4</version>
</CallCenter>
Certificate
Represents a certificate used for digital signatures which verify that requests are coming from your org. Certificates are used for either
authenticated single sign-on with an external website, or when using your org as an identity provider. This metadata type extends the
MetadataWithContent component and shares its fields.

Certificate components have the suffix .certificate and are stored in the certificate folder.
Version
Certificate components are available in API version 36.0 and later.
Fields
Field Name
Field Type
Description
caSigned
boolean
Required. Indicates whether this certificate is signed by the issuer (true)

or not (false).
keySize
int
Required. Certificate keys can be either 2048 bits or 4096 bits. A certificate
with 4096-bit keys lasts two years, and a certificate with 2048-bit keys
lasts one year. Certificates with 2048-bit keys are faster than certificates
with 4096-bit keys.
masterLabel
string
Required. A user-friendly name for the certificate that appears in the

Salesforce user interface, such as in Certificate and Key Management.
Limit: 64 characters.
166
Metadata Types
Community (Zone)

The following is an example of a Certificate component.
<Certificate xmlns="http://soap.sforce.com/2006/04/metadata">
<caSigned>true</caSigned>
<keySize>4096</keySize>
<masterLabel>My Certificate Name</masterLabel>
</Certificate>
Community (Zone)
Note: Starting with the Summer 13 release, Chatter Answers and Ideas communities have been renamed to zones. In API
version 28, the API object label has changed to Zone, but the API type is still Community.
Represents a zone that contains Ideas or Chatter Answers objects. Zones are shared by the Ideas, Answers, and Chatter Answers features,
allowing you to view and create zones from those locations. This type extends the Metadata metadata type and inherits its fullName
field.
Note: When enableChatterAnswers is set to false, values specified for the following fields are ignored and not saved:
communityFeedPage, emailFooterDocument, emailHeaderDocument, enablePrivateQuestions,
emailNotificationUrl, and site.

Zones have the suffix community and are stored in the communities folder.
Version
Community (Zone) components are available in API version 27.0 and later.
Fields
Field Name
Field Type
Description
active
boolean
Indicates whether the zone is active (true) or not (false).
communityFeedPage
string
The Visualforce page that hosts the zones feeds. This field is available
when Chatter Answers is enabled in the organization.
description
string
The description of the zone.
emailFooterDocument
string
The text or HTML file that incorporates your organizations branding into
the footer of email notifications. This field is available when Chatter
Answers is enabled in the organization.
emailHeaderDocument
string
The text or HTML file that incorporates your organizations branding into
the header of email notifications. This field is available when Chatter
167
Metadata Types
Community (Zone)
Field Name
Field Type
Description
emailNotificationUrl
string
The URL thats included in email notifications. This field is available when
Chatter Answers is enabled in the organization. This field replaces
portalEmailNotificationUrl in API version 28.0 and later.
enableChatterAnswers
boolean
Indicates whether the zone has Chatter Answers enabled (true) or not
(false). This field is available when Chatter Answers is enabled in the
organization.
enablePrivateQuestions
boolean
Indicates whether Chatter Answers questions can be escalated to cases

(true) or not (false). This field is available when Chatter Answers is
enabled in the organization.
expertsGroup
string
The name of the public group that act as experts in the zone. This field
is available when eitherIdeas or Answers are enabled in the organization.
portal
string
The name of the portal in which to display the zone.
portalEmailNotificationUrl string
The portal URL thats included in email notifications. This field is available
when Chatter Answers is enabled in the organization. This field has been
replaced by emailNotificationUrl in API version 28.0 and later.
reputationLevels
ReputationLevels
The fields that define the points and name of each reputation level you
define. You can create up to 25 reputation levels per zone.
showInPortal
boolean
Indicates whether the zone is available to all portals (true) or not

available to any portals (false).
site
string
The name of the site for the zone. This field is available when Chatter
ReputationLevels
Represents the points and reputation label that displays on hover over a users photo in the feed.
Field Name
Field Type
Description
chatterAnswersReputationLevels ChatterAnswersReputationLevel Contains the name and value pair that describes the
ideaReputationLevels
[]
reputation level for Chatter Answers. Available in API version

28.0 and later.
IdeaReputationLevel
Contains the name and value pair that describes the

reputation for Ideas. Available in API version 28.0 and later.
ChatterAnswersReputationLevel
Represents the reputation name and the number of points for that level for Chatter Answers.
Field Name
Field Type
Description
name
string
The name of the reputation level, for example, Expert.
168
Metadata Types
Community (Zone)
Field Name
Field Type
Description
value
int
The minimum number of points for the reputation level.
IdeaReputationLevel
Represents the reputation name and the number of points for that level for Ideas. Available in API version 28.0 and later.
Field Name
Field Type
Description
name
string
The name of the reputation level, for example, Expert.
value
int
The minimum number of points for the reputation level.

The following is the definition of a community (zone) component:
<Community xmlns="http://soap.sforce.com/2006/04/metadata">
<active>true</active>
<communityFeedPage>communityWithHeaderAndFooter_main</communityFeedPage>
<description>Metadata Test</description>
<emailFooterDocument>sampleFolder/emailFooter.html</emailFooterDocument>
<emailHeaderDocument>sampleFolder/emailHeader.html</emailHeaderDocument>
<enableChatterAnswers>true</enableChatterAnswers>
<enablePrivateQuestions>true</enablePrivateQuestions>
<expertsGroup>CommunityExperts</expertsGroup>
<portal>Customer Portal</portal>
<emailNotificationUrl>http://yourURL</emailNotificationUrl>
<reputationLevels>
<chatterAnswersReputationLevels>
<name>Newbie</name>
<value>0</value>
</chatterAnswersReputationLevels>
<name>Smartie</name>
<value>500</value>
<name>Pro</name>
<value>2000</value>
<name>All Star</name>
<value>5000</value>
<ideaReputationLevels>
<name>Observer</name>
<value>0</value>
</ideaReputationLevels>
169
Metadata Types
ConnectedApp
<name>Contributor</name>
<value>100</value>
<name>Influencer</name>
<value>400</value>
<name>Thought Leader</name>
<value>1500</value>
</reputationLevels>
<showInPortal>true</showInPortal>
<site>ChatterAnswersSite</site>
</Community>
ConnectedApp
Represents a connected app configuration. A connected app integrates an application with Salesforce using APIs. Connected apps use
standard SAML and OAuth protocols to authenticate, provide Single Sign-On, and provide tokens for use with Salesforce APIs. In addition
to standard OAuth capabilities, connected apps allow administrators to set various security policies and have explicit control over who
may use the corresponding applications. This type extends the Metadata metadata type and inherits its fullName field.

ConnectedApp components have the suffix .connectedapp and are stored in the connectedapps folder.
Version
ConnectedApp components are available in API version 29.0 and later.
Fields
Field Name
Field Type
Description
attributes
ConnectedAppAttribute
A custom attribute of the connected app.
canvasConfig
ConnectedAppCanvasConfig
The configuration options of the connected app if its exposed as a

canvas app.
contactEmail
string
The email address Salesforce should use for contacting you or your
support team.
contactPhone
string
The phone number for Salesforce to use in case we need to contact

you.
description
string
An optional description for your application.
iconUrl
string
170
Metadata Types
ConnectedApp
Field Name
Field Type
Description
infoUrl
string
An optional URL for a Web page with more information about your
application.
ipRanges
ConnectedAppIpRange
Specifies the ranges of IP addresses that can access the app without
requiring the user to authenticate with the connected app.
label
string
The name of the app.
logoUrl
string
An optional application logo. The logo appears with the applications

entry in the list of apps and on the consent page the user sees when
authenticating. The URL must use HTTPS, and the logo cant be larger
than 125 pixels high or 200 pixels wide. The default logo is a cloud.
mobileStartUrl
string
Users are directed to this URL after theyve authenticated when the
app is accessed from a mobile device. If you dont give a URL, the user
is sent to the applications default start page after authentication
completes. If the connected app that youre creating is a canvas app,
then you dont need to enter a value for this field. The Canvas App
URL field contains the URL that gets called for the connected app.
oauthConfig
ConnectedAppOauthConfig
Specifies how your application communicates with Salesforce.
plugin
string
The name of a custom Apex class that extends

Auth.ConnectedAppPlugin to customize the behavior of the
app.
samlConfig
ConnectedAppSamlConfig
Controls how the app uses single sign-on.
startUrl
string
If the app is not accessed from a mobile device, users are directed to
this URL after theyve authenticated. If you dont give a URL, the user
is sent to the applications default start page after authentication
completes. If the app is accessed from a mobile device, see
mobileStartUrl. If the connected app that youre creating is a
canvas app, then you dont need to enter a value for this field. The
Canvas App URL field contains the URL that gets called for the
connected app.
ConnectedAppAttribute
Represents the field names that make up a custom attribute when using SAML with a ConnectedApp. These values should be tailored
to a specific service provider.
Field Name
Field Type
Description
formula
string
The value of the attribute.
key
string
The attributes identifier.
171
Metadata Types
ConnectedApp
ConnectedAppCanvasConfig
The configuration options of the connected app if its exposed as a canvas app.
Field Name
Field Type
Description
accessMethod
AccessMethod (enumeration of
type string)
Indicates how the canvas app initiates the OAuth authentication flow.
GetOAuth authentication is used, and the user is prompted to
allow the third-party application to access their information. When
you use this access method, the canvas app must initiate the OAuth
authentication flow.
PostOAuth authentication is used, but when the administrator
installs the canvas app, they implicitly allow access for users.
Therefore, the user wont be prompted to allow the third-party to
access their user information. When you use this access method,
the authentication is posted directly to the canvas app URL.
canvasUrl
string
The URL of the third-party app thats exposed as a canvas app.
lifecycleClass
string
The name of the Canvas.CanvasLifecycleHandler Apex

class, if youve implemented this class for custom parameters.
locations
CanvasLocationOptions
Indicates where the canvas app can appear to the user. The valid values
are:
AuraReserved for future use.
AppLauncherReserved for future use.
ChatterThe canvas app can appear in the app navigation
list on the Chatter tab.
ChatterFeedThe canvas app can appear as a Chatter feed
item.
MobileNavThe canvas app can appear in a mobile card in
the Salesforce1 app. This value is available in API version 31.0 and
later.
NoneThe canvas app can appear only in the Canvas App
Previewer.
OpenCTIThe canvas app can appear in the call control tool.
PageLayoutThe canvas app can appear on a page layout.
When viewed in the Salesforce1 app, the canvas app appears in
the record detail page. This value is available in API version 31.0
and later.
PublisherThe canvas app can appear as a global action.
ServiceDeskThe canvas app can appear in the footer or
sidebars of a Salesforce console.
UserProfileReserved for future use.
172
Metadata Types
Field Name
ConnectedApp
Field Type
Description
VisualforceThe canvas app can appear on a Visualforce
page.
options
CanvasOptions (enumeration of
type string)
Indicates whether you want to hide the share button and header in
the publisher for your canvas app, and whether the app is a canvas
personal app. Valid values are:
HideShareThe Share button is hidden in the publisher for
the related canvas app.
HideHeaderThe header is hidden in the publisher for the
related canvas app.
PersonalEnabledThe app can be installed by end users
as a canvas personal app.
samlInitiationMethod SamlInitiationMethod
If youre using SAML single sign-on (SSO), indicates which provider

initiates the SSO flow.
IdpInitiatedIdentity provider initiated. Salesforce makes
the initial request to start the SSO flow.
SpInitiatedService provider initiated. The canvas app starts
the SSO flow after its invoked.
NoneThe canvas app isnt using SAML SSO.
ConnectedAppIpRange
The list of IP addresses that can access the app without requiring the user to authenticate.
Field Name
Field Type
Description
description
string
Use this field to identify the purpose of the range, such as which part
of a network corresponds to this range. This field is available in API
startAddress
string
The first address in the IP range, inclusive.
endAddress
string
The last address in the IP range, inclusive.
ConnectedAppOauthConfig
Represents the field names that make up a custom attribute in a ConnectedApp.
173
Metadata Types
ConnectedApp
Field Name
Field Type
Description
callbackUrl
string
The endpoint that Salesforce calls back to your application during

OAuth; its the OAuth redirect_uri.
certificate
string
The PEM-encoded certificate string, if the app uses a certificate.
consumerKey
string
A value used by the consumer for identification to Salesforce. Referred

to as client_id in OAuth 2.0.
In API version 32.0 and later, this field write-enabled. Once set, the value
cannot be edited. The value must be alphanumeric (no special
characters and no spaces) and a minimum of eight characters
(maximum of 256 characters). If you specify a key already in use for
another connected app in the organization, youll get an error.
consumerSecret
string
A value that is combined with the consumerKey and used by the

consumer for identification to Salesforce. Referred to as
client_secret in OAuth 2.0. Typically, this value is generated by
Salesforce when you create the connected app. However, the field is
write-enabled so you can customize the shared secret value. Once set,
the value is not returned in metadata API requests.
The value must be alphanumeric (no special characters and no spaces)
and a minimum of eight characters (maximum of 256 characters). If
you specify a secret already in use for another connected app in the
organization, youll get an error.
scopes
ConnectedAppOauthAccessScope The scopes refer to permissions given by the user running the
connected app. When deploying metadata, valid values are:
AddressAllows access to the logged-in users street address
(the same behavior as deploying Basic).
ApiAllows access to the logged-in users account over the APIs.
BasicAllows access to your identity URL service (the same
behavior as deploying Address, Email, Phone, and
Profile).
ChatterAllows access to only the Chatter REST API resources.
CustomApplicationsProvides access to custom
applications, such as those using Visualforce.
CustomPermissionsAllows access to the custom
permissions in an organization associated with the connected app,
and shows whether the current user has each permission enabled.
EmailAllows access to the logged-in users email address (the
same behavior as deploying Basic).
FullAllows access to all data accessible by the logged-in user.
OfflineAccessAllows the app to interact with the users
data while the user is offline, and get a refresh token (the same
behavior as deploying RefreshToken).
174
Metadata Types
Field Name
ConnectedApp
Field Type
Description
OpenIDAllows access to the logged-in users unique identifier
for OpenID Connect apps.
PhoneAllows access to the logged-in users phone number
value (the same behavior as deploying Basic).
ProfileAllows access to the logged-in users profile (the
same behavior as deploying Basic).
RefreshTokenAllows a refresh token to be returned if youre
eligible to receive one (the same behavior as deploying
OfflineAccess).
WaveAllows access to the Wave REST API resources. Available
WebAllows the ability to use the access_token on the
Web. This also includes visualforce, allowing access to
Visualforce pages.
When retrieving metadata, valid values are:
ApiAllows access to the logged-in users account over the APIs.
BasicAllows access to the users identity URL service, and
includes Address, Email, Phone, and Profile.
ChatterAllows access to only the Chatter REST API resources.
CustomApplicationsAllows access to custom
applications, such as those using Visualforce.
FullAllows access to all data accessible by the logged-in user.
OpenIDAllows access to the logged in users unique identifier
for OpenID Connect apps.
RefreshTokenAllows a refresh token to be returned if you
are eligible to receive one, and is synonymous with allowing
OfflineAccess.
WaveAllows access to the Wave REST API resources. Available
WebAllows the ability to use the access_token on the
Web. This also includes visualforce, allowing access to
Visualforce pages.
ConnectedAppSamlConfig
Specifies how an app uses single sign-on.
Field Name
Field Type
Description
acsUrl
string
The assertion consumer service URL from the service provider.
certificate
string
The PEM-encoded certificate string, if the app uses a certificate.
175
Metadata Types
ConnectedApp
Field Name
Field Type
Description
entityUrl
string
The entity ID from your service provider.
encryptionCertificate string
Note: This information applies to Classic Encryption and not

to Platform Encryption.
The name of the certificate to use for encrypting SAML assertions to
the service provider. This certificate is saved in the organizations
Certificate and Key Management list. Available in API version 30.0 and
later .
encryptionType
SamlEncryptionType
Note: This information applies to Classic Encryption and not

to Platform Encryption.
When Salesforce is the identity provider, the SAML configuration can

specify the encryption method used for encrypting SAML assertions
to the service provider. The service provider detects the encryption
method in the SAML assertion for decryption. Valid values are:
AES_128128bit key.
AES_256256bit key.
Triple_DesTriple Data Encryption Algorithm.
issuer
string
samlNameIdFormat SamlNameIdFormatType
A URI that sends the SAML response. It can be used by the service
provider to determine which identity provider sent the response.
Indicates the format the service provider (SP) requires for the users
single sign-on identifier. Available in API version 29.0 and later. Valid
values are:
UnspecifiedNo format given. This is the default.
EmailAddressUsed if the subject type is the users name
ora federation ID (an ID internal to the SP).
PersistentUsed with the user ID and persistent ID subject
types.
TransientUsed when the subject type is a custom attribute
and can change every time the user logs in.
samlSubjectCustomAttr string
samlSubjectType
If the samlSubjectType is CustomAttr, include that custom

value here; otherwise, leave empty. Available in API version 29.0 and
later.
SamlSubjectType (enumeration of The single sign-on identifier for the user. Valid values are:
type string)
UsernameThe users Salesforce name.
FederationIdThe users identifier at the service provider.
Get this value from the service provider.
UserIdThe users Salesforce identifier.
176
Metadata Types
Field Name
ConnectedApp
Field Type
Description
PersistentIDA persistent opaque identifier that is specific
to the identity provider and a service provider.
CustomAttrThe identifier is taken from a custom field value
in samlSubjectCustomAttr.

The following is an example package manifest used to deploy or retrieve the ConnectedApp metadata for an organization.
<types>
<members>PortalTestApp</members>
<name>ConnectedApp</name>
</types>
</Package>
The following is an example of a ConnectedApp component.

<ConnectedApp xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>AConnectedApp</fullName>
<attributes>
<formula>$User.CompanyName</formula>
<key>companyName</key>
</attributes>
<contactEmail>[email protected]</contactEmail>
<mobileStartUrl>https://m.connectedapp.company.com</mobileStartUrl>
<label>A ConnectedApp</label>
<oauthConfig>
<callbackUrl>https://callback.company.com</callbackUrl>
<scopes>Basic</scopes>
<scopes>Chatter</scopes>
</oauthConfig>
<samlConfig>
<acsUrl>http://acs.company.com</acsUrl>
<entityUrl>http://samlentityId.company.com</entityUrl>
<samlSubjectType>Username</samlSubjectType>
</samlConfig>
<startUrl>https://connectedapp.company.com</startUrl>
<ipRanges>
<endAddress>10.0.0.46</endAddress>
<startAddress>10.0.0.42</startAddress>
</ipRanges>
<ipRanges>
<endAddress>10.0.0.32</endAddress>
<startAddress>10.0.0.25</startAddress>
</ipRanges>
</ConnectedApp>
177
Metadata Types
CorsWhitelistOrigin
Usage
If you're constructing a SAML-enabled connected app using Metadata API, and need to set the IdP-Initiated Login URL for
your service provider, you have two options:
You can use the service provider app ID with the app parameter in the following format. This value is displayed in the Salesforce user
interface. From Setup, enter Connected Apps in the Quick Find box, then select Connected Apps, then click the name of the
connected app to see its detail page.
https://<Salesforce_base_URL>/idp/login?app=<app_id>
Or, if youre configuring the connected app using Metadata API only, you can use the apiName parameter of the service provider app
in the following format. The apiName parameter is the fullName inherited from the Metadata type.
https://<Salesforce_base_URL>/idp/login?apiName=<fullName>
CorsWhitelistOrigin
Represents an origin in the CORS whitelist.

CorsWhitelistOrigin components have the suffix .corswhitelistorigin and are stored in the corswhitelistorigins
folder.
Version
CorsWhitelistOrigin components are available in API version 32.0 and later.
Fields
Field Name
Field Type
Description
developerName
String
A unique name for the entry.
urlPattern
String
A URL pattern for the origin.

The origin URL pattern must include the HTTPS protocol and a domain
name, and may include a port. The wildcard character (*) is supported
and must be in front of a second-level domain name. For example,
https://*.example.com adds all subdomains of
example.com to the whitelist.
The origin URL pattern can be an IP address. However, an IP address
and a domain that resolve to the same address are not the same origin
and you must add them to the CORS whitelist as separate entries.
178
Metadata Types
CustomApplication

The following is an example package manifest used to deploy or retrieve the CorsWhitelistOrigin metadata for an organization.
<types>
<name>CorsWhitelistOrigin</name>
</types>
</Package>
The following is an example of a CorsWhitelistOrigin component.

<CorsWhitelistOrigin xmlns="http://soap.sforce.com/2006/04/metadata">
<developerName>CorsWhitelistEntry1</developerName>
<urlPattern>https://*.example.com</urlPattern>
</CorsWhitelistOrigin>
Usage
CORS (cross-origin resource sharing) is a W3C recommendation that enables Web browsers to request resources from origins other than
their own. For example, using CORS, a JavaScript script at https://www.example.com could request a resource from
https://www.salesforce.com.
If a browser that supports CORS makes a request to an origin in the Salesforce CORS whitelist, Salesforce returns the origin in the
Access-Control-Allow-Origin HTTP header, along with any additional CORS HTTP headers. If the origin is not whitelisted,
Salesforce returns HTTP status code 404.
CustomApplication
CustomApplication represents a custom or standard application. In API version 29.0 and earlier, CustomApplication represents only a
custom application. An application is a list of tab references, with a description and a logo. This type extends the Metadata metadata
type and inherits its fullName field.

Custom and standard applications have the suffix .app and are stored in the applications folder.
Note: Retrieving a component of this metadata type in a project makes the component appear in any Profile and PermissionSet
components that are retrieved in the same package.
Version
Custom applications are available in API version 10.0 and later. Standard applications are available in API version 30.0 and later.
179
Metadata Types
CustomApplication
Fields
Field Name
Field Type
Description
customApplicationComponents CustomApplicationComponents
Represents custom console components (Visualforce

pages) assigned to a Salesforce console app.
defaultLandingTab
string
The fullName of a standard tab or custom tab that

opens when this application is selected.
description
string
The optional description text of the application.
detailPageRefreshMethod string
Determines how detail pages refresh in a Salesforce

console app. Required if
isServiceCloudConsole is true. The valid
values are:
none
autoRefresh
flag
domainWhitelist
DomainWhitelist
Any external domains that users can access from within

a Salesforce console app. For example,
www.yourdomain.com. This field is available in API
enableCustomizeMyTabs
boolean
Indicates if a Salesforce console app has Customize My

Tabs enabled. If enabled, users can hide, display, and
organize items in the navigation tab.
enableKeyboardShortcuts boolean
Indicates if a Salesforce console app has keyboard

shortcuts enabled, which let users perform actions by
pressing a combination of keys instead of having to use
a mouse. After keyboard shortcuts are enabled, several
default shortcuts are available for customization. Before
you can create custom shortcuts, a developer must define
the shortcuts action with the
addEventListener() method in the Salesforce
Console Integration Toolkit. You cant create keyboard
shortcuts for actions performed outside of the console.
This field is required if isServiceCloudConsole
is true.
enableMultiMonitorComponents boolean
Indicates if a Salesforce console app has multi-monitor

components enabled, which lets users move portions of
a console from their browsers to locations on their
180
Metadata Types
Field Name
CustomApplication
Field Type
Description
screens. This field is required if
isServiceCloudConsole is true.

enablePinTabs
boolean
Indicates if a Salesforce console app has pinned tabs

enabled, which lets users pin primary tabs to the tab bar
for quick access.
enableTabHover
boolean
Indicates if a Salesforce console app has tab hover

enabled, which displays summary information about a
record in an overlay when the user hovers over a tab.
enableTabLimits
boolean
Indicates whether limits are enabled on the number of

primary tabs and subtabs that can be opened in a
Salesforce console session. When true, values for
tabLimitConfig are required
footerColor
string
Determines the footer color in a Salesforce console app.

Specify the color with a hexadecimal code, such as
#0000FF for blue.
headerColor
string
Determines the header color in a Salesforce console app.

Specify the color with a hexadecimal code, such as
#0000FF for blue.
isServiceCloudConsole
boolean
Indicates if the application is a Salesforce console app.

For more information, see Salesforce Console in the
Salesforce online help.
keyboardShortcuts
KeyboardShortcuts
Represents the keyboard shortcuts for a Salesforce

console app. Keyboard shortcuts let users perform actions
by pressing a combination of keys instead of having to
use a mouse.
fullName
string
The internal name of the application, based on the

label, but with white spaces and special characters
escaped out for validity. The fullName can contain
only underscores and alphanumeric characters. It must
be unique, begin with a letter, not include spaces, not
end with an underscore, and not contain two consecutive
underscores. This field is inherited from the Metadata
component.
label
string
The name of the application.
181
Metadata Types
CustomApplication
Field Name
Field Type
Description
listPlacement
ListPlacement
Represents how lists display in a Salesforce console app.

Required if isServiceCloudConsole is true.
listRefreshMethod
string
Determines how lists refresh in a Salesforce console app.

Required if isServiceCloudConsole is true.
none
refreshList
refreshListRows
liveAgentConfig
LiveAgentConfig on page 189
Represents the configurations for using Live Agent in the

Salesforce Console.
logo
string
The optional reference to the image document for the

application.
primaryTabColor
string
Determines the primary tab color in a Salesforce console

app. Specify the color with a hexadecimal code, such as
#0000FF for blue.
pushNotifications
PushNotifications
Represents push notifications for a Salesforce console

app. Push notifications are visual indicators on lists and
detail pages that show when a record or field has
changed during a users session. For example, assume
that two support agents are working on the same case.
If one agent changes the Priority, a push notification
displays to the other agent so the agent notices the
change and doesnt duplicate the effort.
saveUserSessions
boolean
Indicates if a Salesforce console app saves user sessions

automatically. If enabled, when console users close their
browsers or log out of Salesforce, any previously open
tabs display when users log in again. Required if
isServiceCloudConsole is true.
tab
string
The list of tabs included in this application. In API version

12.0, the fullName for built-in tabs like Home,
Account, and Reports, is the name of the tab (Home, for
example). In API version 13.0 and later, built-in tabs are
prefixed with standard-. For example, to reference
the Account tab you would use standard-Account.
182
Metadata Types
CustomApplication
Field Name
Field Type
Description
tabLimitConfig
TabLimitConfig
Represents the maximum number of primary tabs and

subtabs allowed in one Salesforce console session.
Required if enableTabLimits is true.
workspaceMappings
WorkspaceMappings
Represents how records open in a Salesforce console

app. Required if isServiceCloudConsole is
true. This field is available in API version 25.0 and later.
CustomApplicationComponents
Represents custom console components (Visualforce pages) assigned to a Salesforce console app. Available in API version 25.0 and later.
Field Name
Field Type
Description
alignment
string
Determines how custom console components are aligned in the footer

of a Salesforce console app.
customApplicationComponent string
The name of a custom console component assigned to a Salesforce

console app.
CustomShortcut
Represents custom keyboard shortcuts assigned to a Salesforce console app. Before you can create custom shortcuts, a developer must
define the shortcuts action with the addEventListener() method in the Salesforce Console Integration Toolkit. You cant create
keyboard shortcuts for actions performed outside of the console. Available in API version 28.0 and later.
Field Name
Field Type
Description
action
string
Required. The action performed in the console when a user presses the
keyboard shortcut.
active
boolean
Required. Indicates whether the keyboard shortcut is active (true) or

not (false).
keyCommand
string
Required. The combination of keys a user presses to trigger the keyboard

shortcut. Keyboard shortcuts arent case-sensitive, but they display as
uppercase on setup pages in the Salesforce user interface so that theyre
easier to read.
Each key command can include up to four modifier keys followed by one
non-modifier key. Modifier and non-modifier keys are separated by the
+ key. Modifier keys can occur in any order, but you must place
non-modifier keys at the end of the key command sequence. For example,
SHIFT+CTRL+ALT+META +A.
Valid modifier keys are:
SHIFT
183
Metadata Types
Field Name
CustomApplication
Field Type
Description
CTRL
ALT
META (represents the COMMAND key on Macs)
Valid non-modifier keys are letters A through Z and numbers 0 through
9. Other valid keys are:
TAB
ENTER
PAUSE/BREAK
CAPS LOCK
ESC
SPACE
PAGE UP
PAGE DOWN
END
HOME
LEFT ARROW
UP ARROW
RIGHT ARROW
DOWN ARROW
PRINT SCREEN
INSERT
DELETE
RIGHT WINDOW
NUMPAD 0
NUMPAD 1
NUMPAD 2
NUMPAD 3
NUMPAD 4
NUMPAD 5
NUMPAD 6
NUMPAD 7
NUMPAD 8
NUMPAD 9
MULTIPLY
ADD
SUBTRACT
DECIMAL POINT
DIVIDE
184
Metadata Types
Field Name
CustomApplication
Field Type
Description
F1
F2
F3
F4
F5
F6
F7
F8
F9
F10
F11
F12
NUM LOCK
SCROLL LOCK
;
=
,

.
/

[
]
\
'
description
string
The optional description text for the keyboard shortcut.
eventName
string
Required. Code available to developers who want to add custom shortcut

functions to the console via the Salesforce Console Integration Toolkit.
DefaultShortcut
Represents default keyboard shortcuts assigned to a Salesforce console app. Once you enable keyboard shortcuts for a console, several
default shortcuts are available for customization, such as opening and closing tabs, moving between tabs, and saving records. Available
185
Metadata Types
CustomApplication
Field Name
Field Type
Description
action
string
Required. The action performed in the console when a user presses the
keyboard shortcut. Valid values are:
FOCUS_CONSOLE
FOCUS_NAVIGATOR_TAB
FOCUS_DETAIL_VIEW
FOCUS_PRIMARY_TAB_PANEL
FOCUS_SUBTAB_PANEL
FOCUS_LIST_VIEW
FOCUS_FIRST_LIST_VIEW
FOCUS_SEARCH_INPUT
MOVE_LEFT
MOVE_RIGHT
UP_ARROW
DOWN_ARROW
OPEN_TAB_SCROLLER_MENU
OPEN_TAB
CLOSE_TAB
ENTER
EDIT
SAVE
For a list and description of the default keyboard shortcuts, see Default
Keyboard Shortcuts for a Salesforce Console in the Salesforce online help.
active
boolean
Required. Indicates whether the keyboard shortcut is active (true) or

not (false).
keyCommand
string
Required. The combination of keys a user presses to trigger the keyboard

shortcut. Keyboard shortcuts arent case-sensitive, but they display as
uppercase on setup pages in the Salesforce user interface so that theyre
easier to read.
Each key command can include up to four modifier keys followed by one
non-modifier key. Modifier and non-modifier keys are separated by the
+ key. Modifier keys can occur in any order, but you must place
non-modifier keys at the end of the key command sequence. For example,
SHIFT+CTRL+ALT+META +A.
Valid modifier keys are:
SHIFT
CTRL
ALT
META (represents the COMMAND key on Macs)
186
Metadata Types
Field Name
CustomApplication
Field Type
Description
Valid non-modifier keys are letters A through Z and numbers 0 through
9. Other valid keys are:
TAB
ENTER
PAUSE/BREAK
CAPS LOCK
ESC
SPACE
PAGE UP
PAGE DOWN
END
HOME
LEFT ARROW
UP ARROW
RIGHT ARROW
DOWN ARROW
PRINT SCREEN
INSERT
DELETE
RIGHT WINDOW
NUMPAD 0
NUMPAD 1
NUMPAD 2
NUMPAD 3
NUMPAD 4
NUMPAD 5
NUMPAD 6
NUMPAD 7
NUMPAD 8
NUMPAD 9
MULTIPLY
ADD
SUBTRACT
DECIMAL POINT
DIVIDE
F1
F2
F3
187
Metadata Types
Field Name
CustomApplication
Field Type
Description
F4
F5
F6
F7
F8
F9
F10
F11
F12
NUM LOCK
SCROLL LOCK
;
=
,

.
/

[
]
\
'
DomainWhitelist
Represents any external domains that users can access from within a Salesforce console app. For example, www.yourdomain.com.
Field Name
Field Type
Description
domain
string
The external domains that users can access from within this Salesforce
console app.
KeyboardShortcuts
Represents keyboard shortcuts assigned to a Salesforce console app. Required if isServiceCloudConsole is true. Available
188
Metadata Types
CustomApplication
Field Name
Field Type
Description
customShortcut
KeyboardShortcuts[]
Represents custom keyboard shortcuts assigned to a Salesforce console

app. Before you can create custom shortcuts, a developer must define
the shortcuts action with the addEventListener() method in
the Salesforce Console Integration Toolkit. You cant create keyboard
shortcuts for actions performed outside of the console.
defaultShortcut
KeyboardShortcuts[]
Represents default keyboard shortcuts assigned to a Salesforce console

app. Once you enable keyboard shortcuts for a console, several default
shortcuts are available for customization, such as opening and closing
tabs, moving between tabs, and saving records.
For a list and description of the default keyboard shortcuts, see Default
Keyboard Shortcuts for a Salesforce Console in the Salesforce online
help.
ListPlacement
Represents how lists display in a Salesforce console app. Required if isServiceCloudConsole is true. Available in API version
25.0 and later.
Field Name
Field Type
Description
height
int
Height of the list in pixels or percentage. Required if location is top.
location
string
Required. Location of the list on the screen. Valid values are:

full
top
left
units
string
Required. Represents if height or width is in pixels or percentage.
width
int
Width of the list in pixels or percentage. Required if location is left.
LiveAgentConfig
Represents your organizations settings for using Live Agent in the Salesforce Console.
Field Name
Field Type
Description
enableLiveChat
boolean
Specifies whether Live Agent is enabled in your organization (true) or

not (false).
openNewAccountSubtab
boolean
Specifies whether to open a new Account subtab in the Salesforce

Console automatically (true) or not (false) when an agent accepts
a chat.
openNewCaseSubtab
boolean
Specifies whether to open a new Case subtab in the Salesforce Console

automatically (true) or not (false) when an agent accepts a chat.
189
Metadata Types
CustomApplication
Field Name
Field Type
Description
openNewContactSubtab
boolean
Specifies whether to open a new Contact subtab in the Salesforce Console

openNewLeadSubtab
boolean
Specifies whether to open a new Lead subtab in the Salesforce Console

openNewVFPageSubtab
boolean
Specifies whether to open a new Visualforce page as a subtab in the

Salesforce Console automatically (true) or not (false) when an agent
accepts a chat.
pagesToOpen
PagesToOpen on page Specifies the Visualforce pages to open in subtabs when an agent accepts
190
a chat in the Salesforce Console.
showKnowledgeArticles
boolean
Specifies whether to display the Knowledge component while using Live

Agent in the Salesforce Console (true) or not (false).
PagesToOpen
Represents the Visualforce pages you want to open in subtabs when an agent accepts a chat request in the Salesforce Console. Available
Field Name
Field Type
Description
pagesToOpen
string
The name of the Visualforce pages you want to open in subtabs when
an agent accepts a chat in the Salesforce Console.
PushNotifications
Represents a set of push notifications, which are visual indicators on lists and detail pages that show when a record or field has changed
during a users session. Available for use if isServiceCloudConsole is true. Available in API version 28.0 and later.
Field Name
Field Type
Description
pushNotification
PushNotification[]
The set of push notifications.
PushNotification
Represents if visual indicators on lists and detail pages display in a Salesforce console app when a record or field has changed during a
users session. Available for use if isServiceCloudConsole is true. Available in API version 28.0 and later.
Field Name
Field Type
Description
fieldNames
string
Required. The name of the field, or fields, that trigger push notifications
for the selected object.
objectName
string
Required. Name of the object that triggers push notifications.
190
Metadata Types
CustomApplication
TabLimitConfig
Represents the maximum number of primary tabs and subtabs allowed in one Salesforce console session. Required if
enableTabLimits is true. Available in API version 36.0 and later.
Field Name
Field Type
maxNumberOfPrimaryTabs string
Description
The maximum number of primary tabs allowed in one console session.
Valid values are:
5
10
20
30
maxNumberOfSubTabs
string
The maximum number of subtabs allowed in one console session. Valid

values are:
5
10
15
WorkspaceMappings
Represents how records open in a Salesforce console app. Required if isServiceCloudConsole is true. Available in API version
25.0 and later.
Field Name
Field Type
Description
mapping
WorkspaceMapping
Represents how records for a specific tab open in a Salesforce console

app. Required for each tab specified in the CustomApplication.
WorkspaceMapping
Represents how records for a specific tab open in a Salesforce console app. Required for each tab specified in the CustomApplication.
Field Name
Field Type
Description
fieldName
string
The name of the field that specifies the primary tab in which to display
tab as a subtab. If not specified, tab opens as a primary tab.
tab
string
Required. Name of the tab.
Retrieving Apps
To retrieve apps in your organization, use the CustomApplication type name in the package.xml manifest file. You can either retrieve
all apps or specify which apps to retrieve in the types section of package.xml.
191
Metadata Types
CustomApplication
To retrieve all apps in your organizationcustom and standard apps, specify the wildcard character (*), as follows.
<types>
<name>CustomApplication</name>
</types>
Note: In API version 29.0 and earlier, use of the wildcard returns only all custom applications but not standard applications.
To retrieve a custom app, specify the app name.
<types>
<members>MyCustomApp</members>
</types>
To retrieve a standard app, add the standard__ prefix to the app name. For example, to retrieve the Chatter standard app, specify
standard__Chatter.
<types>
<members>standard__Chatter</members>
</types>
To retrieve an app that is part of an installed package, add the package namespace prefix followed by two underscores and the app
name. For example, if the package namespace is myInstalledPackageNS and the app name is PackageApp, specify
myInstalledPackageNS__PackageApp, as follows.
<types>
<members>myInstalledPackageNS__PackageApp</members>
</types>

The following is the definition of a custom app:
<CustomApplication xmlns="http://soap.sforce.com/2006/04/metadata">
<defaultLandingTab>Myriad_Publishing__c</defaultLandingTab>
<description>App to manage Myriad Publishing</description>
<label>Myriad</label>
<logo>MyriadFolder/Myriad_Logo.jpg</logo>
<tab>standard-Chatter</tab>
<tab>standard-File</tab>
<tab>Myriad_Publishing__c</tab>
<tab>standard-report</tab>
<tab>standard-Dashboard</tab>
</CustomApplication>
The following is a definition of a standard app (Chatter):

<defaultLandingTab>standard-home</defaultLandingTab>
<label>Collaboration</label>
192
Metadata Types
CustomApplication
<tab>standard-Chatter</tab>
<tab>standard-UserProfile</tab>
<tab>standard-OtherUserProfile</tab>
<tab>standard-CollaborationGroup</tab>
<tab>standard-File</tab>
Declarative Metadata Sample DefinitionSalesforce Console

The following is the definition of a custom app where isServiceCloudConsole is true:
<customApplicationComponents>
<alignment>left</alignment>
<customApplicationComponent>MyComponent</customApplicationComponent>
</customApplicationComponents>
<defaultLandingTab>standard-home</defaultLandingTab>
<detailPageRefreshMethod>autoRefresh</detailPageRefreshMethod>
<isServiceCloudConsole>true</isServiceCloudConsole>
<keyboardShortcuts>
<customShortcut>
<action>MyCustomShortcutAction</action>
<keyCommand>X</keyCommand>
<description>Custom Shortcut example</description>
<eventName>myCustomShortcutExample</eventName>
</customShortcut>
<defaultShortcut>
<action>FOCUS_CONSOLE</action>
<keyCommand>ESC</keyCommand>
</defaultShortcut>
<defaultShortcut>
<action>FOCUS_NAVIGATOR_TAB</action>
<keyCommand>V</keyCommand>
</defaultShortcut>
<defaultShortcut>
<action>FOCUS_DETAIL_VIEW</action>
<keyCommand>SHIFT+S</keyCommand>
</defaultShortcut>
<defaultShortcut>
<action>FOCUS_PRIMARY_TAB_PANEL</action>
<keyCommand>P</keyCommand>
</defaultShortcut>
<defaultShortcut>
<action>FOCUS_SUBTAB_PANEL</action>
<keyCommand>S</keyCommand>
</defaultShortcut>
<defaultShortcut>
193
Metadata Types
CustomApplication
<action>FOCUS_LIST_VIEW</action>
<keyCommand>N</keyCommand>
</defaultShortcut>
<defaultShortcut>
<action>FOCUS_FIRST_LIST_VIEW</action>
<keyCommand>SHIFT+F</keyCommand>
</defaultShortcut>
<defaultShortcut>
<action>FOCUS_SEARCH_INPUT</action>
<keyCommand>R</keyCommand>
</defaultShortcut>
<defaultShortcut>
<action>MOVE_LEFT</action>
<keyCommand>LEFT ARROW</keyCommand>
</defaultShortcut>
<defaultShortcut>
<action>MOVE_RIGHT</action>
<keyCommand>RIGHT ARROW</keyCommand>
</defaultShortcut>
<defaultShortcut>
<action>UP_ARROW</action>
<keyCommand>UP ARROW</keyCommand>
</defaultShortcut>
<defaultShortcut>
<action>DOWN_ARROW</action>
<keyCommand>DOWN ARROW</keyCommand>
</defaultShortcut>
<defaultShortcut>
<action>OPEN_TAB_SCROLLER_MENU</action>
<keyCommand>D</keyCommand>
</defaultShortcut>
<defaultShortcut>
<action>OPEN_TAB</action>
<keyCommand>T</keyCommand>
</defaultShortcut>
<defaultShortcut>
<action>CLOSE_TAB</action>
<keyCommand>C</keyCommand>
</defaultShortcut>
<defaultShortcut>
<action>ENTER</action>
<keyCommand>ENTER</keyCommand>
</defaultShortcut>
194
Metadata Types
CustomApplication
<defaultShortcut>
<action>EDIT</action>
<keyCommand>E</keyCommand>
</defaultShortcut>
<defaultShortcut>
<action>SAVE</action>
<keyCommand>CTRL+S</keyCommand>
</defaultShortcut>
</keyboardShortcuts>
<label>MyConsole</label>
<listPlacement>
<location>left</location>
<units>percent</units>
<width>20</width>
</listPlacement>
<listRefreshMethod>refreshList</listRefreshMethod>
<pushNotifications>
<pushNotification>
<fieldNames>CreatedBy</fieldNames>
<objectName>Campaign</objectName>
</pushNotification>
<pushNotification>
<fieldNames>CustomField1__c</fieldNames>
<objectName>CustomObject1__c</objectName>
</pushNotification>
</pushNotifications>
<saveUserSessions>false</saveUserSessions>
<tab>standard-Case</tab>
<tab>standard-Account</tab>
<tab>standard-Contact</tab>
<tab>standard-Contract</tab>
<workspaceMappings>
<mapping>
<tab>standard-Case</tab>
</mapping>
<mapping>
<fieldName>AccountId</fieldName>
</mapping>
<mapping>
</mapping>
<mapping>
<fieldName>ParentId</fieldName>
<tab>standard-Account</tab>
</mapping>
</workspaceMappings>
SEE ALSO:
CustomTab
195
Metadata Types
Represents a custom console component (Visualforce page) assigned to a CustomApplication that is marked as a Salesforce console.
Custom console components extend the capabilities of Salesforce console apps. See Console Components in the Salesforce online
help.

Custom application components have the suffix .customApplicationComponent and are stored in the
customApplicationComponents folder.
Version
Custom applications are available in API version 25.0 and later.
Fields
Field Name
Field Type
Description
buttonIconUrl
string
The address of a page that hosts an icon for the button.
buttonStyle
string
The inline style used to define how the button looks.
buttonText
string
The label on the button used to launch the custom console component.
buttonWidth
int
The pixel width of the button as it should display in the Salesforce

console.
height
int
The pixel height of the window used to display the custom console
component.
isHeightFixed
boolean
Required. Indicates whether users can change the custom console

component height (false) or not (true).
isHidden
boolean
Required. Indicates whether the custom console component is hidden

from users (true) or not (false).
isWidthFixed
boolean
Required. Indicates whether users can change the component width

(false) or not (true).
visualforcePage
string
Required. Name of the Visualforce page that represents the custom

console component.
width
int
The pixel width of the window used to display the custom console
component.
196
Metadata Types
CustomFeedFilter

The following is the definition of a custom application component:
<CustomApplicationComponent xmlns="http://soap.sforce.com/2006/04/metadata">
<buttonIconUrl>http://www.salesforce.com</buttonIconUrl>
<buttonStyle>buttonStyleCSS</buttonStyle>
<buttonText>buttonText</buttonText>
<buttonWidth>200</buttonWidth>
<height>200</height>
<isHeightFixed>false</isHeightFixed>
<isHidden>false</isHidden>
<isWidthFixed>false</isWidthFixed>
<visualforcePage>MyVisualforcePage</visualforcePage>
<width>50</width>
</CustomApplicationComponent>
CustomFeedFilter
Represents a custom feed filter that limits the feed view to feeds from the Cases object. The custom feed filter shows only feed items
that satisfy the criteria specified in the CustomFeedFilter definition.This type extends the Metadata metadata type and inherits its
fullName field.

CustomFeedFilter components have the suffix .feedFilter and are stored in the feedFilters folder.
Version
CustomFeedFilter components are available in API version 35.0 and later.
Fields
Field Name
Field Type
Description
description
string
The description of the custom feed filter. For example, specify what feed
items that filter shows.
criteria
FeedFilterCriterion
[]
The criterion that defines which feed items are shown when the filter is
applied. The feed filter displays all feed items that satisfy the criteria.
label
string
Required. The API label of the custom feed filter.
FeedFilterCriterion
Represents the conditions that a feed item must satisfy to be displayed when a feed filter is applied.
197
Metadata Types
CustomFeedFilter
Field Name
Field Type
Description
feedItemType
FeedItemType (enumeration of type Required. The type of feed items that the filter shows.
string)
The feed item type can be one of the following values:
AttachArticleEvent
CallLogPost
CanvasPost
CaseCommentPost
ChangeStatusPost
ChatTranscriptPost
ContentPost
CreateRecordEvent
EmailMessageEvent
LinkPost
MilestoneEvent
QuestionPost
PollPost
ReplyPost
SocialPost
TextPost
feedItemVisibility
FeedItemVisibility (enumeration of
type string)
The visibility of feed items that the filter shows. For

example, you can show only poll posts that are visible
internally.
Valid values are:
AllUsers
InternalUsers
relatedSObjectType
string
The API name of the object that the feed item refers to.
This field is typically used with the CreateRecordEvent
feed item type.
For example, a feed filter can show CreateRecordEvent
feed items for the Cases object.

The following is an example of a CustomFeedFilter component.
<CustomFeedFilter xmlns="http://soap.sforce.com/2006/04/metadata">
<criteria>
<feedItemType>CreateRecordEvent</feedItemType>
198
Metadata Types
CustomLabels
<relatedSObjectType>MyCO01__c</relatedSObjectType>
</criteria>
<criteria>
<feedItemType>CreateRecordEvent</feedItemType>
<relatedSObjectType>Case</relatedSObjectType>
</criteria>
<criteria>
<feedItemType>PollPost</feedItemType>
<feedItemVisibility>InternalUsers</feedItemVisibility>
</criteria>
<label>Sample Custom Feed Filter</label>
</CustomFeedFilter>

<types>
<members>myCaseFeedFilter</members>
<name>CustomFeedFilter</name>
</types>
</Package>
CustomLabels
This metadata type allows you to create custom labels that can be localized for use in different languages, countries, and currencies.
This type extends the Metadata metadata type and inherits its fullName field. Custom labels are custom text values, up to 1,000
characters in length, that can be accessed from Apex classes or Visualforce pages. For more information, see Custom Labels in the

Master custom label values are stored in the CustomLabels.labels file. Translations are stored in a file with a name format of
Translation-localeCode.translation, where localeCode is the locale code of the translation language. The
supported locale codes are listed in Language on page 607.
Custom label translations are stored in the labels folder in the corresponding package directory.
Version
CustomLabels components are available in API version 14.0 and later.
199
Metadata Types
CustomLabels
Fields
Field
Field Type
Description
fullName
string
Required. The name of the custom label bundle.

labels
CustomLabel[]
A list of custom labels.
CustomLabel
This metadata type represents a custom label. This type extends the Metadata metadata type and inherits its fullName field.
Field
Field Type
Description
categories
string
A comma-separated list of categories for the label. This field can

be used in filter criteria when creating custom label list views.
Maximum of 255 characters.
fullName
string
Required. The name of the custom label.

language
string
Required. The language of the translated custom label.
protected
boolean
Required. Indicates whether this component is protected (true)

or not (false). Protected components cannot be linked to or
referenced by components created in the installing organization.
shortDescription
string
Required. An easily recognizable term to identify this custom

label. This description is used in merge fields.
value
string
Required. The translated custom label. Maximum of 1000

characters.
Usage
Use CustomLabels with the wildcard character (*) for members in the package.xml manifest file to retrieve all custom labels that
are defined in your organization. CustomLabels doesnt support retrieving one or more custom labels by name. To retrieve specific labels
by name, use CustomLabel and specify the label names as members.
200
Metadata Types
Custom Metadata Types (CustomObject)

A sample XML definition of a custom label components is shown below.
<CustomLabels xmlns="http://soap.sforce.com/2006/04/metadata">
<labels>
<fullName>quoteManual</fullName>
<label>This is a manual quote.</label>
<language>en_US</language>
<protected>false</protected>
<shortDescription>Manual Quote</shortDescription>
</labels>
<labels>
<fullName>quoteAuto</fullName>
<label>This is an automatically generated quote.</label>
<language>en_US</language>
<shortDescription>Automatic Quote</shortDescription>
</labels>
</CustomLabels>
This is a sample manifest file for retrieving all custom labels in the organization by using the CustomLabels type.
<fullName>MyPkg</fullName>
<types>
<name>CustomLabels</name>
</types>
</Package>
This is a sample manifest file for retrieving two custom labels by name. Notice it uses the CustomLabel singular type.
<fullName>MyPkg</fullName>
<types>
<members>quoteManual</members>
<members>quoteAuto</members>
<name>CustomLabel</name>
</types>
</Package>
SEE ALSO:
Translations

Represents the metadata associated with a custom metadata type.
201
Metadata Types
For more information, see the Custom Metadata Types Implementation Guide.

A custom metadata type is defined as a custom object and is stored in the objects folder. Custom metadata types have a suffix of __mdt
(instead of __c for custom objects). Custom metadata type field names have a suffix of __c, like other custom fields. Custom metadata
type field names must be dot-qualified with the name of the custom metadata type to which they belong.
Names of custom metadata types must be unique within their namespace. All custom metadata types belong to the CustomMetadata
namespace and can optionally belong to a second namespace. In your organization, you can use custom metadata types with your
namespace as well as other organizations namespaces.
Version
Custom metadata type components are available in API version 31.0 and later.

To create custom metadata types, you must have the Author Apex permission. Only managed package developers can add new fields
to the custom metadata types in their managed packages. Customers who install a managed custom metadata type cant add new
custom fields to it.
Fields
Custom metadata types can contain the following CustomObject fields.
To make the fields on your custom metadata types unique and indexable, mark your fields as Unique and ExternalId.
Field Name
Field Type
Description
description
string
A description of the custom metadata type. This field can

contain a maximum of 1,000 characters.
fields
CustomField[]
Represents one or more custom fields in the custom

metadata type.
gender
Gender
Indicates the gender of the noun that represents the object.

This field is used for languages where words need different
treatment depending on their gender.
Protected
boolean
When a custom metadata type is released in a managed

package, access is limited in specific ways.
Code thats in the same managed package as custom
metadata records can read the records.
Code thats in the same managed package as custom
metadata types can read the records that belong to
that type.
Code thats in a managed package that doesnt contain
either the type or the protected record cant read the
protected records.
202
Metadata Types
Field Name
Field Type
Description
Code that the subscriber creates and code thats in an
unmanaged package cant read the protected records.
The developer can modify protected records only with
a package upgrade. The subscriber cant read or modify
protected records. The developer name of a protected
record cant be changed after release.
The subscriber cant create records of a protected type.
Records that are hidden by these access rules are also
unavailable to REST, SOAP, SOQL, and Setup.
label
string
A label that represents the object throughout the Salesforce

Setup user interface. Custom metadata types are visible
only through the recently used objects list on the Force.com
Home Page and in the packaging user interface.
pluralLabel
string
The plural version of the label value.
startsWith
StartsWith (enumeration of type string)
Indicates whether the noun starts with a vowel, a

consonant, or a special character. This field is used for
languages where words need different treatment
depending on their first character.
visibility
SetupObjectVisibility (enumeration of type When this field is present, this component is not a custom
string)
object, but a custom setting or custom metadata type. This
field returns the visibility of the custom setting or custom
metadata type. The following values are valid.
PublicIf the custom setting or custom metadata
type is packaged, its accessible to all subscribing
organizations.
ProtectedIf the custom setting or custom
metadata type is in a managed package, its only
accessible to the developer organization; subscribing
organizations cant access it.
The default value is Public.

The sample application is based on a collaborative effort between two fictional organizations. Picklists R Us develops reusable enhancements
to the Salesforce App Cloud that involve picklist-related functionality. TravelApp, Inc. develops an interplanetary travel application that
uses picklist features from Picklists R Us. Galactic Tours is a customer of these organizations. Galactic Tours installs Picklists R Uss package
and TravelApp, Inc.s extension into its organization.
In this example, Picklists R Us creates its Reusable Picklist custom metadata type by deploying a file in the objects folder, named
ReusablePicklistOption__mdt.object, with these contents.
203
Metadata Types
CustomMetadata
<fields>
<fullName>AlphaSort__c</fullName>
<defaultValue>false</defaultValue>
<externalId>false</externalId>
<label>Sorted Alphabetically</label>
<type>Checkbox</type>
</fields>
<label>Reusable Picklist</label>
<pluralLabel>Reusable Picklist</pluralLabel>
<visibility>Public</visibility>
</CustomObject>
This excerpt from Picklists R Uss package.xml file shows the use of dot notation and the __mdt suffix. The CustomMetadata
and Picklists R Us namespaces arent shown here because these namespaces are common to all items in package.xml. If Picklists R
Us used the namespace picklist1234, the full name of ReusablePicklistOption__mdt would be picklist1234
__ReusablePicklistOption__mdt.
...
<types>
<members>PicklistTest__c.PicklistTestField__c</members>
<members>ReusablePicklistOption__mdt.Picklist__c</members>
<members>ReusablePicklistOption__mdt.SortOrder__c</members>
<members>PicklistUsage__mdt.Field__c</members>
<members>PicklistUsage__mdt.Picklist__c</members>
<members>PicklistUsage__mdt.SObjectType__c</members>
<members>ReusablePicklist__mdt.AlphaSort__c</members>
</types>
...
<types>
<members>PicklistTest__c</members>
<members>ReusablePicklistOption__mdt</members>
<members>PicklistUsage__mdt</members>
<members>ReusablePicklist__mdt</members>
</types>
...
</Package>
CustomMetadata
Represents a record of a custom metadata type.
This type extends the Metadata metadata type and inherits its fullName field.

CustomMetadata components have the suffix .md and are stored in the customMetadata folder. Unlike custom metadata types,
custom metadata records dont have a double-underscore suffix. Custom metadata record names are prepended with their custom
metadata type name, excluding the __mdt suffix but including the namespace of any types in an installed managed package.
204
Metadata Types
CustomMetadata
Version
CustomMetadata components are available in API version 31.0 and later.

To create custom metadata records, you must have the Customize Application permission.
Fields
Field Name
Field Type
Description
description
string
A description of the custom metadata record. This field

can contain a maximum of 1,000 characters.
label
string
A label that represents the object throughout the

Salesforce Setup user interface. Custom metadata records
are currently visible only through the packaging user
interface.
values
CustomMetadataValue[]
Represents one or more values for custom fields on the

custom metadata record.
CustomMetadataValue
Represents a value for a custom field on the custom metadata record.
Field Name
Field Type
Description
field
string
Required. The non-object-qualified name of a custom

field in the custom metadata type. This value corresponds
to the name of a field on the custom metadata records
custom metadata type. Include the namespace (if the
type is from a managed package) and the __c suffix.
The name of the custom metadata type isnt required.
For example, picklist1234__AlphaSort__c.
value
Any type
Required. The value for a field on the CustomMetadata

object. This value can be null.
For more information, see Usage on page 208.

The following is an example of a CustomMetadata component. In this example, the sample app TravelApp deploys a Planets picklist,
specifies its sort order, and adds picklist items to it.
205
Metadata Types
CustomMetadata
Assuming Picklists R Uss namespace is picklist1234, to define the Planets picklist, TravelApp deploys a file in the
customMetadata folder, named picklist1234__ReusablePicklist.Planets.md, with these contents. The
xsi:type attribute specifies the type for the value of the AlphaSort__c checkbox field.
<CustomMetadata xmlns="http://soap.sforce.com/2006/04/metadata"
xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xmlns:xsd="http://www.w3.org/2001/XMLSchema">
<description>All the planets in the solar system. Does not
include asteroids.</description>
<label>Planets</label>
<values>
<field>picklist1234__AlphaSort__c</field>
<value xsi:type="xsd:boolean">false</value>
</values>
</CustomMetadata>
Picklists R Us creates its Reusable Picklist Option custom metadata type by deploying a file in the objects folder, named
ReusablePicklist__mdt.object, with these contents.
<fields>
<fullName>Picklist__c</fullName>
<label>Picklist</label>
<length>40</length>
<required>true</required>
<type>Text</type>
<unique>false</unique>
</fields>
<fields>
<fullName>SortOrder__c</fullName>
<label>Non-Alphabetical Sort Order</label>
<precision>3</precision>
<scale>0</scale>
<required>false</required>
<type>Number</type>
</fields>
<label>Reusable Picklist Option</label>
<pluralLabel>Reusable Picklist Options</pluralLabel>
</CustomObject>
To define the Mars picklist item, TravelApp deploys a file, named picklist1234__ReusablePicklistOption.Mars.md,
with these contents. This component file specifies types that apply to the ReusablePicklistOption__mdt custom fields.
<label>Mars</label>
<values>
<field>picklist1234__Picklist__c</field>
206
Metadata Types
CustomMetadata
<value xsi:type="xsd:string">Planets</value>
</values>
<values>
<field>picklist1234__SortOrder__c</field>
<value xsi:type="xsd:int">4</value>
</values>
</CustomMetadata>
To define the Motel6 picklist item, TravelApp deploys a file, named

picklist1234__ReusablePicklistOption.Motel6.md, with these contents.
<label>Motel 6</label>
<values>
<value xsi:type="xsd:string">Hotels</value>
</values>
</CustomMetadata>
Because the SortOrder__c field isnt required, this file doesnt require a value for SortOrder__c. Alternatively, the file could
have explicitly specified a value with xsi:nil to ensure that SortOrder__c was cleared of any previous value.
<label>Motel 6</label>
<values>
<value xsi:type="xsd:string">Hotels</value>
</values>
<values>
<field>picklist1234__SortOrder__c</field>
<value xsi:nil="true" />
</values>
</CustomMetadata>
This excerpt from a package.xml file illustrates the inclusion of custom metadata types and their namespaces in custom metadata
records names. Assume that Picklists R Uss namespace is picklist1234.
<package xmlns="http://soap.sforce.com/2006/04/metadata">
<types>
<members>picklist1234__ReusablePicklist.Hotels</members>
<members>picklist1234__ReusablePicklist.Planets</members>
<members>picklist1234__ReusablePicklistOption.Bellagio</members>
<members>picklist1234__ReusablePicklistOption.Motel6</members>
<members>picklist1234__ReusablePicklistOption.Mercury</members>
<members>picklist1234__ReusablePicklistOption.Venus</members>
<members>picklist1234__ReusablePicklistOption.Earth</members>
<members>picklist1234__PicklistUsage.BookedHotel</members>
207
Metadata Types
CustomMetadata
<members>
picklist1234__PicklistUsage.DestinationPlanetPL
</members>
<members>picklist1234__PicklistUsage.PlanetVisitedPl</members>
<name>CustomMetadata</name>
</types>
</package>
TravelApp, Inc.s package.xml file uses a wildcard to install custom metadata, as is shown in this excerpt from their package.xml
file. Unless you want to deploy or retrieve specific records, using a wildcard is easier than listing all of your custom metadata records in
your package.xml file.
<types>
<name>CustomMetadata</name>
</types>
If the custom metadata is from a managed package, the name after the dot in the package.xml filebetween the two dots in the
file nameis qualified by the managed packages namespace. For example, assuming TravelApp uses the namespace travelApp1234,
the first member element in the TravelApp package.xml file appears to Galactic Tours as:
<members>picklist1234__ReusablePicklist.travelApp1234__Hotels</members>
Usage
When specifying the value field in the CustomMetadataValue subtype, specify an appropriately typed object thats based on your
field type definition. In declarative metadata definitions for CustomMetadataValue, use the xsi:type attribute of the value element.
For example, to specify a boolean value: <value xsi:type="xsd:boolean">true</value>. Valid xsi:type attributes
are:
Custom metadata value
Custom field definition
xsi:type="xsd:boolean"
Checkbox
xsi:type="xsd:date"
Date
xsi:type="xsd:dateTime"
Date/Time
xsi:type="xsd:picklist"
Picklist
xsi:type="xsd:string"
Text
Phone
TextArea
URL
Email
xsi:type="xsd:int"
Number/Percent, with scale equal to 0
xsi:type="xsd:double"
Number/Percent, with scale not equal to 0
208
Metadata Types
CustomObject
You can also omit the xsi:type attribute. For example, <value>true</value>.
Although this attribute must be specified for any CustomMetadataValue, you can use an element with the xsi:nil attribute set to
true to explicitly set the fields value to null. For example, <value xsi:nil="true"/>.
Using null field values differs from leaving out the CustomMetadataValue for a particular field entirely. If you leave out the
CustomMetadataValue, the value of the field doesnt change. The fields value is null for newly deployed custom metadata records
and left at its previous value for updated custom metadata records.
When you retrieve CustomMetadataValue objects, the value field of the returned object holds a value of the correct type, specified
by xsi:type in the case of declarative metadata definitions.
CustomObject
Represents a custom object that stores data unique to your organization or an external object that maps to data stored outside Salesforce.
This type extends the Metadata metadata type and inherits its fullName field. You must specify all relevant fields when you create
or update a custom object. You cannot update a single field on the object. For more information about custom objects, see Custom
Object Record Overview in the Salesforce online help.
You can also use this metadata type to work with customizations of standard objects, such as accounts. For an example, see Standard
Objects on page 16.
All metadata components have a fullName field, which must be fully specified for any custom object.
For example, the following are fully specified names for a standard object and a custom object respectively:
Account
MyCustomObject__c
And the following is a fully specified name for an external object:

MyExternalObject__x
For sample Java code that creates a custom object, see Step 3: Walk Through the Java Sample Code on page 6.

Custom object names are automatically appended with __c. The file suffix is .object for the custom object or standard object file.
External object names are automatically appended with __x. The file suffix is .object for the external object file.
Custom, standard, and external objects are stored in the objects folder in the corresponding package directory.
Version
Custom objects are available in API version 10.0 and later. External objects are available in API version 32.0 and later.
Fields
209
Metadata Types
CustomObject
Field Name
Field Type
Description
actionOverrides
ActionOverride[]
A list of action overrides on the object.

allowInChatterGroups
boolean
Indicates whether records of this custom object type can be

added to Chatter groups.
This field is availabe in API version 34.0 and later.
businessProcesses
BusinessProcess[]
A list of business processes associated with the object.

compactLayoutAssignment
string
The compact layout assigned to the object.

compactLayouts
CompactLayout[]
A list of compact layouts associated with the object.

customHelp
string
The s-control that contains the help content if the object has
customized help content. This field is available in API version
14.0 and later.
customHelpPage
string
The Visualforce page that contains the help content if the

object has customized help content. This field is available in
API version 16.0 and later.
customSettingsType
CustomSettingsType
When this field is present, this component is not a custom

object, but a custom setting. This field returns the type of
custom setting. The following string values are valid:
Liststatic data stored in cache and accessed as part
of your application and available organization-wide.
Hierarchystatic data stored in cache and accessed
as part of your application and available based on a
hierarchy of user, profile or organization. This is the default
value.
customSettingsVisibility
CustomSettingsVisibility

object, but a custom setting. This field returns the visibility of
the custom setting. The following string values are valid:
Publicif the custom setting is packaged, it is
accessible to all subscribing organizations.
Protectedif the custom setting is in a managed
package, it is only accessible to the developer
organization. Subscribing organizations cannot access it.
This is the default value.
210
Metadata Types
Field Name
CustomObject
Field Type
Description
This field is available in API versions 17.0 through 33.0. In
versions 34.0 and later, use the visibility field instead
of this field.
deploymentStatus
DeploymentStatus
Indicates the deployment status of the object.
deprecated
boolean
description
string
A description of the object. Maximum of 1000 characters.
enableActivities
boolean
Indicates whether the object is enabled for activities (true)

or not (false).
enableBulkApi
boolean
When enabled, the object is classified as an Enterprise

Application object for usage tracking.
When enabled, enableSharing and
enableStreamingApi must also be enabled.
enableDivisions
boolean
Indicates whether the object is enabled for divisions (true)

or not (false). For more information about the Division
object, see the SOAP API Developer's Guide.
enableEnhancedLookup
boolean
Indicates whether the object is enabled for enhanced lookups

(true) or not (false). In API version 28.0 and later, this
field can also be used for the Account, Contact, and User
objects. Enhanced lookups provide an updated lookup dialog
interface that gives users the ability to filter, sort, and page
through search results as well as customize search result
columns. For more information about enhanced lookups, see
Enabling Enhanced Lookups in the Salesforce online help.
enableFeeds
boolean
Indicates whether the object is enabled for feed tracking

(true) or not (false). For more information, see Customize
Chatter Feed Tracking in the Salesforce online help.
enableHistory
boolean
Indicates whether the object is enabled for history tracking

(true) or not (false). Also available for standard objects
enableReports
boolean
Indicates whether the object is enabled for reports (true)

or not (false).
enableSearch
boolean
Indicates whether the object can be searched via the data

APIs (true) or not (false).
Note: By default, search is disabled for new custom
objects.
211
Metadata Types
Field Name
CustomObject
Field Type
Description
enableSharing
boolean

When enabled, enableBulkApi and
enableStreamingApi must also be enabled.
enableStreamingApi
boolean

When enabled, enableBulkApi and enableSharing
must also be enabled.
externalDataSource
string
Required and available for external objects only. The name of

the external data source that stores the data for the external
object. The data source is represented by the
ExternalDataSource component.
externalName
string
Required and available for external objects only. The name of

the table in the external data source that contains the data
for the external object.
externalRepository
string
Available for Lightning Connect external objects only.

Corresponds to Display URL Reference Field
in the user interface.
The external objects Display URL standard field values
are automatically generated from the external system. For
example, with the OData 2.0 adapter for Lightning Connect,
the value is based on the link href thats defined on the
OData producer. You can override the default values with the
values of a custom field on the same external object. Select
the field name, and make sure that the custom fields values
are valid URLs.
externalSharingModel
SharingModel(enumeration
of type string)
Indicates the external organization-wide defaults for the

object, which determines the access level for external users,
such as portal and community users. This field is supported
for these objects:
Accounts and their associated contracts and assets
Cases
212
Metadata Types
Field Name
CustomObject
Field Type
Description
Contacts
Opportunities
Custom Objects
Users
fields
CustomField[]
Represents one or more fields in the object.
fieldSets
FieldSet
Defines the field set that exists on this object.
fullName
string

gender
Gender
Indicates the gender of the noun that represents the object.

This is used for languages where words need different
treatment depending on their gender.
household
boolean
This field supports relationship groups, a feature available only

with Salesforce for Wealth Management. For more
information, see Salesforce for Wealth Management
Overview in the Salesforce online help.
historyRetentionPolicy
HistoryRetentionPolicy
label
string
Label that represents the object throughout the Salesforce

user interface.
listViews
ListView[]
Represents one or more list views associated with the object.
namedFilter
NamedFilter[]
Represents the metadata associated with a lookup filter. Use

this metadata type to create, update, or delete lookup filter
definitions.
This field has been removed as of API version 30.0 and is only
available in prior versions. The metadata associated with a
lookup filter is now represented by the lookupFilter
field in the CustomField component.
nameField
CustomField
Required for custom objects. External objects may instead

specify the name field by setting isNameField to true
in the CustomField component.
The field that this object's name is stored in. Every custom
object must have a name, usually a string or autonumber.
Identifier for the custom object record. This name appears in
page layouts, related lists, lookup dialogs, search results, and
213
Metadata Types
Field Name
CustomObject
Field Type
Description
key lists on tab home pages. By default, this field is added to
the custom object page layout as a required field.
pluralLabel
string
Plural version of the label value.
recordTypes
RecordType[]
An array of one or more record types defined for this object.
recordTypeTrackFeedHistory boolean
Indicates whether the record type is enabled for feed tracking

(true) or not (false). To set this field to true, the
enableFeeds field on the associated CustomObject must
also be true. For more information, see Customize Chatter
Feed Tracking in the Salesforce online help.
recordTypeTrackHistory
boolean
Indicates whether history tracking is enabled for this record

type (true) or not (false). To set
recordTypeTrackHistory to true the
enableHistory field on the associated custom object
must also be true.
searchLayouts
SearchLayouts
The Search Layouts related list information for the object.
sharingModel
SharingModel(enumeration
of type string)
Indicates the organization-wide defaults for the object.
sharingReasons
SharingReason[]
The reasons why the object is being shared.
sharingRecalculations
SharingRecalculation[]
A list of custom sharing recalculations associated with the

object.
startsWith
StartsWith (enumeration of
type string)
Indicates whether the noun starts with a vowel, consonant,

or is a special character. This is used for languages where
words need different treatment depending on the first
character. Valid values are listed in StartsWith.
validationRules
ValidationRule[]
An array of one or more validation rules on the object.
visibility
SetupObjectVisibility

object, but a custom setting or custom metadata type. This
field returns the visibility of the custom setting or custom
metadata type. The following values are valid.
214
Note: Using API version 29.0 and earlier, this field is

read-only and you can't set this field through Metadata
API; you must use the Salesforce user interface. Using
API version 30.0 and later, you can set this field for
internal users using the API and the Salesforce user
interface.
Metadata Types
Field Name
CustomObject
Field Type
Description
PublicIf the custom setting or custom metadata
type is packaged, its accessible to all subscribing
organizations.
ProtectedIf the custom setting or custom metadata
type is in a managed package, its only accessible to the
developer organization; subscribing organizations cant
access it.
The default value is Public.
This field is available in API version 34.0 and later. For custom
settings, this field replaces the
customSettingsVisibility field.
webLinks
WebLink[]
An array of one or more weblinks defined for the object.
Declarative Metadata Additional Components

CustomObject definitions may include additional components which are defined in the custom object for declarative metadata. The
following components are defined in the CustomObject:
ActionOverride
BusinessProcess
CompactLayout
CustomField
FieldSet
ListView
RecordType
SearchLayouts
SharingReason
ValidationRule
WebLink

<description>test object with one field for eclipse ide testing</description>
<fields>
<description>add your comments about this object here</description>
<inlineHelpText>This field contains comments made about this object</inlineHelpText>
215
Metadata Types
CustomObject
</fields>
<label>MyFirstObject</label>
<nameField>
<label>MyFirstObject Name</label>
<type>Text</type>
</nameField>
<pluralLabel>MyFirstObjects</pluralLabel>
<sharingModel>ReadWrite</sharingModel>
</CustomObject>
The following is the metadata definition of an external object for Lightning Connect.
<actionOverrides>
<actionName>CancelEdit</actionName>
<type>Default</type>
</actionOverrides>
<actionOverrides>
<actionName>Delete</actionName>
</actionOverrides>
<actionOverrides>
<actionName>Edit</actionName>
</actionOverrides>
<actionOverrides>
<actionName>Follow</actionName>
</actionOverrides>
<actionOverrides>
<actionName>List</actionName>
</actionOverrides>
<actionOverrides>
<actionName>New</actionName>
</actionOverrides>
<actionOverrides>
<actionName>SaveEdit</actionName>
</actionOverrides>
<actionOverrides>
<actionName>Tab</actionName>
</actionOverrides>
<actionOverrides>
<actionName>View</actionName>
</actionOverrides>
216
Metadata Types
CustomObject
<deploymentStatus>InDevelopment</deploymentStatus>
<description>Products</description>
<enableFeeds>false</enableFeeds>
<externalDataSource>OData</externalDataSource>
<externalIndexAvailable>false</externalIndexAvailable>
<externalName>Products</externalName>
<fields>
<fullName>DiscontinuedDate__c</fullName>
<description>DiscontinuedDate</description>
<externalDeveloperName>DiscontinuedDate</externalDeveloperName>
<isFilteringDisabled>false</isFilteringDisabled>
<isNameField>false</isNameField>
<isSortingDisabled>false</isSortingDisabled>
<label>DiscontinuedDate</label>
<type>DateTime</type>
</fields>
<fields>
<fullName>ID__c</fullName>
<description>ID</description>
<externalDeveloperName>ID</externalDeveloperName>
<label>ID</label>
<scale>0</scale>
<type>Number</type>
</fields>
<fields>
<fullName>Name__c</fullName>
<description>Name</description>
<externalDeveloperName>Name</externalDeveloperName>
<label>Name</label>
<type>Text</type>
</fields>
<fields>
<fullName>Price__c</fullName>
<description>Price</description>
<externalDeveloperName>Price</externalDeveloperName>
217
Metadata Types
CustomObject
<label>Price</label>
<scale>2</scale>
<type>Number</type>
</fields>
<fields>
<fullName>Products__c</fullName>
<externalDeveloperName>Products</externalDeveloperName>
<label>Products</label>
<length>20</length>
<referenceTo>Products__x</referenceTo>
<relationshipLabel>Products</relationshipLabel>
<relationshipName>Products</relationshipName>
<type>ExternalLookup</type>
</fields>
<fields>
<fullName>Rating__c</fullName>
<description>Rating</description>
<externalDeveloperName>Rating</externalDeveloperName>
<label>Rating</label>
<scale>0</scale>
<type>Number</type>
</fields>
<fields>
<fullName>ReleaseDate__c</fullName>
<description>ReleaseDate</description>
<externalDeveloperName>ReleaseDate</externalDeveloperName>
<label>ReleaseDate</label>
<type>DateTime</type>
</fields>
<label>Products</label>
<pluralLabel>Products</pluralLabel>
<searchLayouts>
<customTabListAdditionalFields>ExternalId</customTabListAdditionalFields>
<lookupDialogsAdditionalFields>ExternalId</lookupDialogsAdditionalFields>
218
Metadata Types
ActionOverride
<lookupPhoneDialogsAdditionalFields>ExternalId</lookupPhoneDialogsAdditionalFields>
<searchResultsAdditionalFields>ExternalId</searchResultsAdditionalFields>
<searchResultsAdditionalFields>DisplayUrl</searchResultsAdditionalFields>
<searchResultsAdditionalFields>ID__c</searchResultsAdditionalFields>
</searchLayouts>
</CustomObject>
SEE ALSO:
CustomField
Metadata
Picklist (Including Dependent Picklist)
SearchLayouts
WebLink
ListView
CompactLayout
ActionOverride
Represents an action override on a standard or custom object. Use it to create, update, edit, or delete action overrides. You can only
access ActionOverride by accessing its encompassing CustomObject.

Action overrides are defined as part of a standard or custom object.
Version
Action overrides are available in API version 18.0 and later. Beginning in Summer 13, action overrides can be applied to both standard
or custom objects. Previously, action overrides only applied to custom objects.
Fields
Field Name
Field Type
Description
actionName
string
Required. The possible values are the same as the actions you can override:
accept
clone
delete
edit
list
new
219
Metadata Types
Field Name
ActionOverride
Field Type
Description
tab
view
comment
string
Any comments you want associated with the override.
content
string
Set this field if type is set to scontrol or visualforce. It refers

to the name of the s-control or Visualforce page to use as the override.
To reference installed components, use the format of Component_
namespace__Component_name.
formFactor
FormFactor (enumeration of
type string)
If the type field is set to flexipage, set this field to Large to

override the View action with a Lightning Page in Lightning Experience.
The Large value represents the Lightning Experience desktop
environment, and is only valid for the flexipage type. For the
scontrol and visualforce types, this field defaults to null.
This field is available in API version 37.0 and later, and is part of the pilot
feature for creating and editing record pages in Lightning Experience.
Note: Creating and editing Lightning Experience record pages
using the Lightning App Builder is currently available to Developer
Edition organizations through a pilot program. Pilot programs are
subject to change, and as such, we cannot guarantee a particular
time frame in which this feature can be enabled. Any unreleased
services or features referenced in this document, press releases,
or public statements are not currently available and may not be
delivered on time or at all. Customers who purchase our services
should make their purchase decisions based on features that are
currently available.
skipRecordTypeSelect boolean
type
ActionOverrideType
Set this field to true if you prefer that any new records created by this
action override arent forwarded to the record type selection page. This
field is only valid if the actionName is a create type (like new), and
type is set to visualforce. This field is available in API version 21.0
and later.
Required. Represents the type of action override. Valid values are described
in ActionOverrideType.
ActionOverrideType
ActionOverrideType is an enumeration of type string that defines which kind of action override to use. The valid values are:
defaultThe override uses a custom override provided by an installed package. If there isnt one available, the standard Salesforce
behavior is used.
flexipageThe override uses behavior from a Lightning Page, and is only valid for use on the View standard button in Lightning
Experience.
scontrolThe override uses behavior from an s-control.
220
Metadata Types
BusinessProcess
standardThe override uses regular Salesforce behavior.

visualforceThe override uses behavior from a Visualforce page.

You can define an action like this:
<actionOverrides>
<actionName>edit</actionName>
<type>visualforce</type>
<content>myEditVFPage</content>
<comment>This edit action is a lot safer.</comment>
</actionOverrides>
</CustomObject>
With the previous definition, calling retrieve() presents:

<actionOverrides>
<type>default</type>
</actionOverrides>
</CustomObject>
If a subscriber installed a package with the previous metadata, you can override the behavior by editing the XML. For example, if you
want the regular Salesforce behavior, use:
<actionOverrides>
<type>standard</type>
</actionOverrides>
</CustomObject>
To set a Lightning Page action override on the View standard button in Lightning Experience, use:
<actionOverrides>
<content>myLightningPage</content>
<formFactor>Large</formFactor>
<type>flexipage</type>
</actionOverrides>
</CustomObject>
SEE ALSO:
CustomObject
BusinessProcess
The BusinessProcess metadata type enables you to display different picklist values for users based on their profile. This type extends the
Metadata metadata type and inherits its fullName field.
221
Metadata Types
BusinessProcess
Multiple business processes allow you to track separate sales, support, and lead lifecycles. A sales, support, lead, or solution process is
assigned to a record type. The record type determines the user profiles that are associated with the business process. For more information,
see Managing Multiple Business Processes in the Salesforce online help.

Business processes are defined as part of the custom object or standard object definition. See CustomObject for more information.
Version
BusinessProcess components are available in API version 17.0 and later.
Fields
Field
Field Type
Description
description
string
Description for the business process.
fullName
string
The name used as a unique identifier for API access. The

fullName can contain only underscores and alphanumeric
characters. It must be unique, begin with a letter, not include
spaces, not end with an underscore, and not contain two
consecutive underscores. This field is inherited from the
Metadata component.
isActive
boolean
Indicates if the business process is active (true) or not

(false).
namespacePrefix
string
The namespace of the developer organization where the

package was created.
values
PicklistValue[]
A list of picklist values associated with this business process.

A sample XML definition of a lead business process is shown below.
....
<businessProcesses>
<fullName>HardwareLeadProcess</fullName>
<description>Lead Process for hardware division</description>
<isActive>true</isActive>
<values>
<fullName>Closed - Converted</fullName>
<default>false</default>
</values>
<values>
<fullName>CustomLeadStep1</fullName>
222
Metadata Types
CompactLayout
</values>
<values>
<fullName>CustomLeadStep2</fullName>
</values>
<values>
<fullName>Open - Not Contacted</fullName>
</values>
<values>
<fullName>Working - Contacted</fullName>
<default>true</default>
</values>
</businessProcesses>
....
</CustomObject>
SEE ALSO:
CustomObject
CompactLayout
Represents the metadata associated with a compact layout. This type extends the Metadata metadata type and inherits its fullName
field.
Compact layouts are used in Salesforce1 and Lightning Experience to display a records key fields at a glance.
Compact layouts support all field types except:
text area
long text area
rich text area
multi-select picklist
For more information on compact layouts, see Compact Layouts in the Salesforce Help.

Compact layouts are defined as part of the custom object or standard object definition. See CustomObject for more information.
Version
CompactLayout components are available in API version 29.0 and later.
Fields
Field Name
Field Type
Description
fields
string
The fields assigned to the compact layout. Their order represents the
prioritization given to them when defining the compact layout.
223
Metadata Types
CompactLayout
Field Name
Field Type
Description
label
string
Label that represents the object throughout the Salesforce user interface.

The following is an example of a CompactLayout component:
<actionOverrides>
<actionName>Accept</actionName>
</actionOverrides>
<actionOverrides>
<actionName>Clone</actionName>
</actionOverrides>
<actionOverrides>
<actionName>Delete</actionName>
</actionOverrides>
<actionOverrides>
<actionName>Edit</actionName>
</actionOverrides>
<actionOverrides>
<actionName>List</actionName>
</actionOverrides>
<actionOverrides>
<actionName>New</actionName>
</actionOverrides>
<actionOverrides>
<actionName>Tab</actionName>
</actionOverrides>
<actionOverrides>
</actionOverrides>
<compactLayouts>
<fullName>testCompactLayout</fullName>
<compactLayoutItems>textfield__c</compactLayoutItems>
<label>testCompactLayoutLabel</label>
</compactLayouts>
<defaultCompactLayoutAssignment>SYSTEM</defaultCompactLayoutAssignment>
<enableActivities>false</enableActivities>
<enableFeeds>false</enableFeeds>
<enableHistory>false</enableHistory>
<enableReports>false</enableReports>
<fields>
224
Metadata Types
CustomField
<fullName>textfield__c</fullName>
<label>textfield</label>
<type>Text</type>
</fields>
<label>customObj</label>
<nameField>
<label>customObj Name</label>
<type>Text</type>
</nameField>
<pluralLabel>customObjs</pluralLabel>
<recordTypes>
<fullName>RT1</fullName>
<label>RT1</label>
<compactLayoutAssignment>testCompactLayout</compactLayoutAssignment>
</recordTypes>
<recordTypes>
<fullName>RT2</fullName>
<label>RT2</label>
</recordTypes>
<searchLayouts/>
</CustomObject>
CustomField
Represents the metadata associated with a field. Use this metadata type to create, update, or delete custom field definitions on standard,
custom, and external objects or standard field definitions on standard objects. This type extends the Metadata metadata type and inherits
its fullName field.
Only standard fields that you can customize are supported, that is, standard fields to which you can add help text or enable history
tracking or Chatter feed tracking. Other standard fields aren't supported, including system fields (such as CreatedById or
LastModifiedDate) and autonumber fields. All standard picklist fields are supported except for Lead.CampaignMemberStatus,
Opportunity.ForecastCategoryName, and Order.Status.
Specify the full name whenever you create or update a field. For example, a custom field on a custom object:
MyCustomObject__c.MyCustomField__c
An example of a custom field on a standard object:

Account.MyAcctCustomField__c
An example of a standard field on a standard object:

Account.Phone
An example of a custom field on an external object:

MyExternalObject__x.MyCustomField__c
225
Metadata Types
CustomField
Note: In the Metadata API, external objects are represented by the CustomObject metadata type.
The following custom field types arent available for external objects.
Auto-number
Currency
Formula
Geolocation
Master-detail relationship
Picklist
Picklist (multi-select)
Roll-up summary
Text (encrypted)
Text Area (rich)

Custom fields are user-defined fields and are part of the custom object or standard object definition. See CustomObject for more
information. Standard fields are predefined on standard objects.
Retrieving Fields on Custom or Standard Objects

When you retrieve a custom or standard object, you return everything associated with the object, except for standard fields that arent
customizable. You can also retrieve only specific fields for an object by explicitly naming the object and fields in package.xml. The
following definition in package.xml will create the files objects/MyCustomObject__c.object and
objects/Account.object, each containing the requested field definitions.
<types>
<members>Account.MyCustomAccountField__c</members>
<members>Account.Phone</members>
</types>
Version
Custom and standard fields are available in API version 10.0 and later.
Fields
226
Metadata Types
CustomField
Field Name
Field Type
Description
caseSensitive
boolean
Indicates whether the field is case sensitive (true) or not (false).

For indirect lookup relationship fields on external objects, this
attribute affects how this custom fields values are matched against
the values of the referenceTargetField.
string
defaultValue
string
If specified, represents the default value of the field.
deleteConstraint
DeleteConstraint (enumeration Provides deletion options for lookup relationships. Valid values are:
of type string)
SetNull
This is the default. If the lookup record is deleted, the lookup
field is cleared.
Restrict
Prevents the record from being deleted if its in a lookup

relationship.
Cascade
Deletes the lookup record as well as associated lookup fields.

For more information on lookup relationships, see Object
Relationships in the Salesforce Help.
deprecated
boolean
description
string
Description of the field.
displayFormat
string
The display format.
displayLocationInDecimal boolean
encrypted
Indicates how the value of a Geolocation custom field appears in

the user interface. If true, the geolocation appears in decimal
notation. If false, the geolocation appears as degrees, minutes,
and seconds.
boolean
Note: This information applies to Platform Encryption and

not to Classic Encryption.
Indicates whether this field is encrypted (true) or not (false).
externalDeveloperName string
Available only for external objects. Name of the table column on

the external data source that maps to this custom field in Salesforce.
Corresponds to External Column Name in the user
interface. This field is available in API version 32.0 and later.
externalId
boolean
Indicates whether the field is an external ID field (true) or not

(false).
fieldManageability
string
Determines who can update the field after its released in a

managed package. Valid values:
LockedThe field cant be updated.
227
Metadata Types
Field Name
CustomField
Field Type
Description
DeveloperControlledThe creator of the record can update
the field with a package upgrade.
SubscriberControlledAnyone with proper permissions can
update the field. The field cant be updated with a package
upgrade.
Available only for fields on custom metadata types.
formula
string
If specified, represents a formula on the field.
formulaTreatBlankAs
TreatBlanksAs (enumeration of
type string)
Indicates how to treat blanks in a formula. Valid values are

BlankAsBlank and BlankAsZero.
fullName
string
Inherited from Metadata, this field is not defined in the WSDL for
this metadata type. It must be specified when creating, updating,
or deleting. See create() to see an example of this field
specified for a call.
indexed
boolean
Indicates if the field is indexed. If this field is unique or the

externalId is set true, the isIndexed value is set to true.
This field has been deprecated as of version 14.0 and is only
provided for backward compatibility.
inlineHelpText
string
Represents the content of field-level help. For more information,

see Define Field-Level Help in the Salesforce Help.
isFilteringDisabled
boolean
Available only for external objects. Indicates whether the custom

field is available in filters. This field is available in API version 32.0
and later.
isNameField
boolean
Available only for external object fields of type text. For each
external object, you can specify one field as the name field. If you
set this to true, make sure that the external table column
identified by the externalDeveloperName attribute
contains name values. This field is available in API version 32.0 and
later.
isSortingDisabled
boolean
Available only for external objects. Indicates whether the custom

field is sortable. This field is available in API version 32.0 and later.
reparentableMasterDetail boolean
Indicates whether the child records in a master-detail relationship

on a custom object can be reparented to different parent records.
The default value is false.
label
string
Label for the field. You cannot update the label for standard picklist
fields, such as the Industry field for accounts.
length
int
Length of the field.
228
Metadata Types
CustomField
Field Name
Field Type
Description
lookupFilter
LookupFilter
Represents the metadata associated with a lookup filter. Use this

metadata type to create, update, or delete lookup filter definitions.
Note: LookupFilter is not supported on the article type
object.
maskChar
EncryptedFieldMaskChar
Note: This information applies to Classic Encryption and

not to Platform Encryption.
For encrypted fields, specifies the character to be used as a mask.
Valid values are enumerated in EncryptedFieldMaskChar.
For more information on encrypted fields, see Classic Encryption
for Custom Fields in the Salesforce Help.
maskType
EncryptedFieldMaskType
Note: This information applies to Classic Encryption and

not to Platform Encryption.
For encrypted text fields, specifies the format of the masked and
unmasked characters in the field. Valid values are enumerated in
EncryptedFieldMaskType For more information on encrypted fields,
see Classic Encryption for Custom Fields in the Salesforce Help.
picklist
Picklist
populateExistingRows boolean
precision
int
referenceTargetField string
If specified, the field is a picklist, and this field enumerates the

picklist values and labels.
Indicates whether existing rows will be populated (true) or not
(false).
The precision for number values. Precision is the number of digits
in a number. For example, the number 256.99 has a precision of
5.
Available only for indirect lookup relationship fields on external
objects. Specifies the custom field on the parent object to match
against this indirect lookup relationship field, whose values come
from an external data source. The specified custom field on the
parent object must have both externalId and unique set
to true. This field is available in API version 32.0 and later.
referenceTo
string
If specified, indicates a reference this field has to another object.
relationshipLabel
string
Label for the relationship.
relationshipName
string
If specified, indicates the value for one-to-many relationships. For

example, in the object MyObject that had a relationship to
YourObject, the relationship name might be YourObjects.
relationshipOrder
int
This field is valid for all master-detail relationships, but the value is
only non-zero for junction objects. A junction object has two
master-detail relationships, and is analogous to an association table
229
Metadata Types
Field Name
CustomField
Field Type
Description
in a many-to-many relationship. Junction objects must define one
parent object as primary (0), the other as secondary (1). The
definition of primary or secondary affects delete behavior and
inheritance of look and feel, and record ownership for junction
objects. For more information, see the Salesforce Help.
0 or 1 are the only valid values, and 0 is always the value for objects
that are not junction objects.
required
boolean
Indicates whether the field requires a value on creation (true) or

not (false).
scale
int
The scale for the field. Scale is the number of digits to the right of
the decimal point in a number. For example, the number 256.99
has a scale of 2.
startingNumber
int
If specified, indicates the starting number for the field. When you
create records, Starting Numbers value increments to store
the number that will be assigned to the next auto-number field
created.
Note:
You cant retrieve the starting number of an
auto-number field through Metadata API. To specify a
Starting Number while deploying, add a
startingNumber tag for your field to your
package.xml file. For example:
<startingNumber>42</startingNumber>
If you deploy without specifying a Starting

Number value in your package.xml file, the
default starting number for standard fields is 0. The
default starting number for custom fields is 1.
stripMarkup
boolean
Set to true to remove markup, or false to preserve markup.

Used when converting a rich text area to a long text area.
summarizedField
string
Represents the field on the detail row that is being summarized.

This field cannot be null unless the summaryOperation value
is count.
summaryFilterItems
FilterItem[]
Represents the set of filter conditions for this field if it is a summary

field. This field will be summed on the child if the filter conditions
are met.
summaryForeignKey
string
Represents the master-detail field on the child that defines the

relationship between the parent and the child.
summaryOperation
SummaryOperations
Represents the sum operation to be performed. Valid values are

enumerated in SummaryOperations.
230
Metadata Types
CustomField
Field Name
Field Type
Description
trackFeedHistory
boolean
Indicates whether the field is enabled for feed tracking (true) or

not (false). To set this field to true, the enableFeeds field
on the associated CustomObject must also be true. For more
information, see Customize Chatter Feed Tracking in the
Salesforce Help.
trackHistory
boolean
Indicates whether history tracking is enabled for the field (true)

or not (false). Also available for standard object fields (picklist
and lookup fields only) in API version 30.0 and later.
To set trackHistory to true, the enableHistory field
on the associated standard or custom object must also be true.
For more information, see Track Field History in the Salesforce
Help.
Field history tracking isnt available for external objects.
trackTrending
boolean
Indicates whether historical trending data is captured for the field

(true) or not (false). An object is enabled for historical trending
if this attribute is true for at least one field. Available in API
For more information, see Report on Historical Changes in the
Salesforce Help.
trueValueIndexed
boolean
This is only relevant for a checkbox field. If set, true values are built
into the index. This field has been deprecated as of API version 14.0
and is only provided for backward compatibility.
type
FieldType
Indicates the field type for the field. Valid values are enumerated
in FieldType.
For standard fields on standard objects, the type field is optional.
This field is included for some standard field types, such as Picklist
or Lookup, but not for others. The type field is included for
custom fields.
unique
boolean
Indicates whether the field is unique (true) or not (false).
visibleLines
int
Indicates the number of lines displayed for the field.
writeRequiresMasterRead boolean
Sets the minimum sharing access level required on the master

record to create, edit, or delete child records. This field applies only
to master-detail or junction object custom field types.
trueAllows users with Read access to the master record
permission to create, edit, or delete child records. This setting
makes sharing less restrictive.
231
Metadata Types
Field Name
CustomField
Field Type
Description
falseAllows users with Read/Write access to the master
record permission to create, edit, or delete child records. This
setting is more restrictive than true, and is the default value.
For junction objects, the most restrictive access from the two
parents is enforced. For example, if you set to true on both
master-detail fields, but users have Read access to one master
record and Read/Write access to the other master record, users
won't be able to create, edit, or delete child records.
Fields use additional data types. For more information, see Metadata Field Types on page 261.
EncryptedFieldMaskChar
This field type is used in maskChar. It is a string with two valid values: asterisk or X. For more information on encrypted fields,
see Classic Encryption for Custom Fields in the Salesforce online help.
EncryptedFieldMaskType
This field type is used in maskType. Valid values are:
all
All characters in the field are hidden. This option is equivalent to the Mask All Characters option in Salesforce.
creditCard
The first 12 characters are hidden and the last four display. This option is equivalent to the Credit Card Number option in
Salesforce.
ssn
The first five characters are hidden and the last four display. This option is equivalent to the Social Security Number
option in Salesforce.
lastFour
All characters are hidden but the last four display. This option is equivalent to the Last Four Characters Clear option
in Salesforce.
sin
All characters are hidden but the last four display. This option is equivalent to the Social Insurance Number option in
Salesforce.
nino
All characters are hidden. Salesforce automatically inserts spaces after each pair of characters if the field contains nine characters.
This option is equivalent to the National Insurance Number option in Salesforce.
For more information on encrypted fields, see Classic Encryption for Custom Fields in the Salesforce online help.
LookupFilter
Represents the metadata associated with a lookup filter. Replaces the NamedFilter component, which was removed as of API version
30.0. LookupFilter is available in API version 30.0 and later.
232
Metadata Types
CustomField
Field
Field Type
Description
active
boolean
Required. Indicates whether or not the lookup filter is active.
booleanFilter
string
Specifies advanced filter conditions. For more information on

advanced filter conditions, see Getting the Most Out of Filter Logic
in the Salesforce Help.
description
string
A description of what this filter does.
errorMessage
string
The error message that appears if the lookup filter fails.
filterItems
FilterItem[]
Required. The set of filter conditions. You can have up to 10 FilterItems

per lookup filter.
infoMessage
string
The information message displayed on the page. Use to describe

things the user might not understand, such as why certain items are
excluded in the lookup filter.
isOptional
boolean
Required. Indicates whether or not the lookup filter is optional.
Lookup filters use additional data types. For more information, see Metadata Field Types.
FilterItem
Represents one entry in a set of filter criteria.
Field
Field Type
Description
field
string
Represents the field specified in the filter.
operation
FilterOperation
(enumeration of
type string)
Represents the filter operation for this filter item. Valid values are
enumerated in FilterOperation.
value
string
Represents the value of the filter item being operated upon, for
example, if the filter is my_number_field__c > 1, the value
of value is 1.
valueField
string
Specifies if the final column in the filter contains a field or a field value.
Approval processes don't support valueField entries in filter
criteria.
FilterOperation
This is an enumeration of type string that lists different filter operations. Valid values are:
equals
notEqual
lessThan
greaterThan
233
Metadata Types
CustomField
lessOrEqual
greaterOrEqual
contains
notContain
startsWith
includes
excludes
within (DISTANCE criteria only)
SummaryOperations
Represents the type of a summaryOperation. Valid values are:
Count
Min
Max
Sum

The following example shows a field definition for a custom field that is named Comments__c.
....
<fields>
<description>Add your comments about this object here</description>
<inlineHelpText>This field contains help text for this object</inlineHelpText>
</fields>
....
</CustomObject>
The following is the definition for two fields on the Account standard objecta custom field (MyCustomAccountField__c), and
a standard field (Phone) that has history tracking enabled.
<fields>
<fullName>MyCustomAccountField__c</fullName>
<description>A custom field on the Account standard object.</description>
<inlineHelpText>Some help text.</inlineHelpText>
<label>MyCustomAccountField</label>
<trackFeedHistory>false</trackFeedHistory>
234
Metadata Types
FieldSet
<trackHistory>false</trackHistory>
<type>Text</type>
</fields>
<fields>
<fullName>Phone</fullName>
<trackFeedHistory>false</trackFeedHistory>
<trackHistory>true</trackHistory>
</fields>
</CustomObject>
SEE ALSO:
CustomObject
Metadata
NamedFilter
FieldSet
Represents a field set. A field set is a grouping of fields. For example, you could have a field set that contains fields describing a user's
first name, middle name, last name, and business title. Field sets can be referenced on Visualforce pages dynamically. If the page is added
to a managed package, administrators can add, remove, or reorder fields in a field set to modify the fields presented on the Visualforce
page without modifying any code.
Version
FieldSet components are available in API version 21.0 and later.
Fields
Field
Field Type
Description
availableFields
FieldSetItem[]
An array containing all the possible fields in the field set.
description
string
Required. A description provided by the developer that describes

the field set. This is required.
displayedFields
FieldSetItem[]
An array containing all the fields that are presented on the

Visualforce page. The order in which a field is listed determines
the order of appearance on the page.
label
string
Required. The label used to reference the field set.
FieldSetItem
FieldSetItem represents an individual field in a field set.
235
Metadata Types
Field
Field Type
Description
field
string
Required. The name of a field in a standard or custom object.
isFieldManaged
boolean
Read-only. Denotes whether the field was added to the field set
via a managed or unmanaged package.
isRequired
boolean
Read-only. Indicates whether the field is universally required

(true) or not (false).

A sample XML definition of a FieldSet component is shown below.
<fieldSets>
<fullName>FieldSetNames</fullName>
<availableFields>
<field>MiddleName__c</field>
</availableFields>
<availableFields>
<field>Title__c</field>
</availableFields>
<description>FieldSet containing how to properly address someone</description>
<displayedFields>
<field>FirstName__c</field>
</displayedFields>
<displayedFields>
<field>LastName__c</field>
</displayedFields>
<label>FieldSet Names</label>
</fieldSets>
</CustomObject>
Represents the policy for retaining field history data. By setting a policy, you can specify the number of months you want to maintain
field history in Salesforce, and the number of years that you want to retain field history in the archive.
This component is only available to users with the RetainFieldHistory permission.

Field history retention policies are defined as part of a standard or custom object. You can set field history retention policies for objects
individually. See CustomObject for more information.
Version
236
Metadata Types
ListView
Fields
Field Name
Field Type
Description
archiveAfterMonths int
Required. The number of months that you want to keep field history data
in Salesforce before archiving. You can set a minimum of 1 month and a
maximum of 18 months. If you dont set a number, the default is 18
months. (That is, Salesforce maintains data for 18 months before
archiving.)
archiveRetentionYears int
Required. The number of years that you want to retain data in the archive.
You can set a minimum of zero years, and a maximum of 10 years. If no
number is set, the default is 10 years.
description
string
A text description for the history retention.
gracePeriodDays
int
The number of days of extra time after the archiveAfterMonths

period before the data is archived. The gracePeriodDays interval
applies only to the first time that the data is archived; because all the data
is copied the first time, the operation may take longer than subsequent
times when only the data that changed since the last archival operation
is copied. The gracePeriodDays provides extra time for the
administrator to prepare the organization before the initial archive
operation. You can set a minimum of zero days and a maximum of 10
days. If no number is set, the default is 1 day.

This sample shows the definition of a history retention policy for a custom object:
<historyRetentionPolicy>
<archiveAfterMonths>6</archiveAfterMonths>
<archiveRetentionYears>5</archiveRetentionYears>
<description>My field history retention</description>
</historyRetentionPolicy>
<fields>
<fullName>AccountSource</fullName>
...
</CustomObject>
ListView
ListView allows you to see a filtered list of records, such as contacts, accounts, or custom objects. This type extends the Metadata metadata
type and inherits its fullName field. See Create Custom List Views in Salesforce Classic in the Salesforce online help.
Note: List views with the Visible only to me Restrict Visibility option are not accessible in Metadata API. Each of
these list views is associated with a particular user.
237
Metadata Types
ListView

List views are stored within a CustomObject component. The component can represent a custom object or a standard object, such as
an account.
Version
ListView components for custom objects are available in API version 14.0 and later. ListView components for standard objects, such as
accounts, are available in API version 17.0 and later.
Fields
Field
Field Type
Description
booleanFilter
string
This field represents an Advanced Option for a filter. Advanced

Options in filters allow you to build up filtering conditions that
use a mixture of AND and OR boolean operators across multiple
filter line items. For example, (1 AND 2) OR 3 finds records
that match both the first two filter line items or the third. See
Getting the Most Out of Filter Logic in the Salesforce online
help.
columns
string[]
The list of fields in the list view. The field name relative to the
object name, for example MyCustomField__c, is specified
for each custom field.
Note: Field names in the ListView columns dont always
match their API name counterparts. In particular, if person
accounts is enabled in your organization, standard fields
merged from a contact into an account start with the
PC_ prefix, while the corresponding API name starts
with the Person prefix. For example, the ListView
column name is PC_Email for a corresponding API
field name of PersonEmail.
division
string
If your organization uses divisions to segment data and you have

the Affected by Divisions permission, records in the list view
must match this division. This field is only available if you are
searching all records.
filterScope
FilterScope (enumeration of
type string)
Required. This field indicates whether you are filtering by owner

or viewing all records.
filters
ListViewFilter[]
The list of filter line items.
fullName
string
Required. Inherited from Metadata, this field is not defined in

the WSDL for this metadata type. It must be specified when
238
Metadata Types
ListView
Field
Field Type
Description
label
string
Required. The list view name.
language
Language
The language used for filtering if your organization uses the

Translation Workbench and you are using the startsWith
or contains operator. The values entered as search terms
must be in the same language as the filter language. See Enter
Filter Criteria in the Salesforce online help.
For a list of valid language values, see Language.
queue
string
The name of a queue. Objects are sometimes assigned to a

queue so that the users who have access to the queue can
monitor and manage them. When you create a queue, a
corresponding list view is automatically created. See Create
Queues in the Salesforce online help.
sharedTo
SharedTo
Sharing access for the list view.

ListViewFilter
ListViewFilter represents a filter line item.
Field
Field Type
Description
filter
string
Required. Represents the field specified in the filter.
operation
FilterOperation (enumeration of Required. The operation used by the filter, such as equals.
type string)
The valid values are listed in FilterOperation.
value
string
example, if the filter is my_number_field__c > 1, the
value of value is 1.
FilterScope
This is an enumeration of type string that represents the filtering criteria for the records. The valid values are listed in the table below:
Enumeration Value
Description
Everything
All records, for example All Opportunities.
Mine
Records owned by the user running the list view, for example My Opportunities.
Queue
Records assigned to a queue.
Delegated
Records delegated to another user for action: for example, a delegated task. This option is
available in API version 17.0 and later.
239
Metadata Types
ListView
Enumeration Value
Description
MyTerritory
Records in the territory of the user seeing the list view. This option is available if territory
management is enabled for your organization. This option is available in API version 17.0 and
later.
MyTeamTerritory
Records in the territory of the team of the user seeing the list view. This option is available if
territory management is enabled for your organization. This option is available in API version
17.0 and later.
Team
Records assigned to a team. This option is available in API version 17.0 and later.

A sample XML definition of a list view in a custom object is shown below.
. . .
<listViews>
<fullName>All_Mileages</fullName>
<filterScope>all</filterScope>
<label>All Mileages</label>
</listViews>
<listViews>
<fullName>My_Mileages</fullName>
<booleanFilter>1 AND 2</booleanFilter>
<columns>NAME</columns>
<columns>CREATED_DATE</columns>
<filterScope>mine</filterScope>
<filters>
<field>NAME</field>
<value>Eric Bristow</value>
</filters>
<filters>
<field>City__c</field>
<value>Paris</value>
</filters>
<label>My Mileages</label>
</listViews>
. . .
</CustomObject>
SEE ALSO:
CustomObject
240
Metadata Types
NamedFilter
NamedFilter
Note: This component has been removed as of API version 30.0 and is only available in previous API versions. The metadata
associated with a lookup filter is now represented by the lookupFilter field in the CustomField component.
Represents the metadata associated with a lookup filter. Use this metadata type to create, update, or delete lookup filter definitions. This
type extends the Metadata metadata type and inherits its fullName field. You can also use this metadata type to work with
customizations of lookup filters on standard fields.
Note: The namedFilter appears as a child of the target object of the associated lookup field.

Lookup filters are defined as part of the custom object or standard object definition. See CustomObject for more information.
Version
Lookup filters are available in API version 17.0 and later.
Fields
Field Name
Field Type
Description
active
boolean
Required. Indicates whether or not the lookup filter is active.
booleanFilter
string
Specifies advanced filter conditions. For more information on

advanced filter conditions, see Getting the Most Out of Filter
Logic in the Salesforce online help.
description
string
A description of what this filter does.
errorMessage
string
field
string
Required. The fullName of the custom or standard field

associated with the lookup filter. You can associate one
relationship field with each lookup filter, and vice-versa.
Note: You cannot update a field associated with a
lookup filter.
filterItems
FilterItems[]
Required. The set of filter conditions.
infoMessage
string
The information message displayed on the page. Use to

describe things the user might not understand, such as why
certain items are excluded in the lookup filter.
fullName
string

241
Metadata Types
Field Name
NamedFilter
Field Type
Description
isOptional
boolean
Required. Indicates whether or not the lookup filter is optional.
name
string
Required. The name of the lookup filter. If you create this field
in the user interface, a name is automatically assigned. If you
create this field through Metadata API, you must include the
name field.
sourceObject
string
The object that contains the lookup field that uses this lookup
filter. Set this field if the lookup filter references fields on the
source object.
Lookup filters use additional data types. For more information, see Metadata Field Types.
FilterItems
FilterItems contains the following properties:
Field
Field Type
Description
field
string
Represents the field specified in the filter.
operation
FilterOperation
(enumeration of
type string)
Represents the filter operation for this filter item. Valid values are
enumerated in FilterOperation.
value
string
example, if the filter is my_number_field__c > 1, the value
of value is 1.
FilterOperation
This is an enumeration of type string that lists different filter operations. Valid values are:
equals
notEqual
lessThan
greaterThan
lessOrEqual
greaterOrEqual
contains
notContain
startsWith
242
Metadata Types
includes
excludes

....
<namedfilters>
<fullName>nf_Acc</fullName>
<booleanFilter>1 OR 2</booleanFilter>
<field>Account.lk__c</field>
<filterItems>
<field>Account.Phone</field>
<value>x</value>
</filterItems>
<filterItems>
<field>Account.Fax</field>
<value>y</value>
</filterItems>
<name>Acc</name>
<sourceObject>Account</sourceObject>
</namedfilters>
....
</CustomObject>
SEE ALSO:
CustomObject
Metadata
CustomField

Represents a picklist (or dependent picklist) definition for a custom field in a custom object or a custom or standard field in a standard
object, such as an account.
Version
Picklists for custom fields in custom objects are available in API version 12.0 and later. Picklists for custom or standard fields in standard
objects, such as accounts, are available in API version 16.0 and later.

Picklist definitions are included in the custom object and field with which they are associated.
243
Metadata Types
Fields
Picklist contains the following fields:
Field Name
Field Type
Description
controllingField
string
The fullName of the controlling field if this is a dependent picklist. A

dependent picklist works in conjunction with a controlling picklist or
checkbox to filter the available options. The value chosen in the
controlling field affects the values available in the dependent field. This
picklistValues
PicklistValue[]
Required. Represents a set of values for a picklist.
sorted
boolean
Required. Indicates whether values should be sorted (true), or not

(false).
PicklistValue
This metadata type defines a value in the picklist and specifies whether this value is the default value. This type extends the Metadata
metadata type and inherits its fullName field. Note the following when working with picklist values:
When you retrieve a standard object, all picklist values are retrieved, not just the customized picklist values.
When you deploy changes to standard picklist fields, picklist values are added as needed.
You cant set a picklist value as inactive, but if the picklist value is missing and you invoke an update() call, the missing value
becomes inactive.
Starting with API version 27.0, if picklist values are missing from a component definition, they get deleted from Salesforce when
deployed. The deletion occurs for picklist values of standard and custom fields.
Field Name
Field Type
Description
allowEmail
boolean
Indicates whether this value lets users email a quote PDF (true), or not
(false). This field is only relevant for the Status field in quotes. This
closed
boolean
Indicates whether this value is associated with a closed status (true),

or not (false). This field is only relevant for the standard Status
field in cases and tasks. This field is available in API version 16.0 and later.
color
string
Indicates the color assigned to the picklist value when used in charts on
reports and dashboards. The color is in hexadecimal format; for example
#FF6600. If a color is not specified, it will be assigned dynamically on
chart generation. This field is available in API version 17.0 and later.
controllingFieldValues
string[]
A list of values in the controlling field that are linked to this picklist value.
The controlling field can be a checkbox or a picklist. This field is available
in API version 14.0 and later. The values in the list depend on the field
type:
Checkbox: checked or unchecked.
Picklist: The fullName of the picklist value in the controlling
field.
244
Metadata Types
Field Name
Field Type
Description
converted
boolean
Indicates whether this value is associated with a converted status (true),

or not (false). This field is relevant for only the standard Lead
Status field in leads. Your organization can set its own guidelines for
determining when a lead is qualified, but typically, you want to convert
a lead as soon as it becomes a real opportunity that you want to forecast.
For more information, see Convert Qualified Leads in the Salesforce
online help. This field is available in API version 16.0 and later.
cssExposed
boolean
Indicates whether this value is available in your Self-Service Portal (true),

or not (false). This field is only relevant for the standard Case
Reason field in cases.
Self-Service provides an online support channel for your customers allowing them to resolve their inquiries without contacting a customer
service representative. For more information about Self-Service, see
Setting Up Self-Service in the Salesforce online help.
Note: Starting with Spring 12, the Self-Service portal isnt
available for new organizations. Existing organizations continue
to have access to the Self-Service portal.
default
boolean
Required. Indicates whether this value is the default picklist value in the
specified picklist (true), or not (false).
description
string
Description of a custom picklist value. This field is only relevant for the
standard Stage field in opportunities. It is useful to include a
description for a customized picklist value so that the historical reason
for creating it can be tracked. This field is available in API version 16.0
and later.
forecastCategory
ForecastCategories Indicates whether this value is associated with a forecast category

(enumeration of
(true), or not (false). This field is only relevant for the standard
type string)
Stage field in opportunities. For more information about forecast
categories, including the valid string values listed below, see Working
with Forecast Categories in the Salesforce online help.
Omitted
Pipeline
BestCase
Forecast
Closed
fullName
string
The name used as a unique identifier for API access. The fullName
can contain only underscores and alphanumeric characters. It must be
unique, begin with a letter, not include spaces, not end with an
underscore, and not contain two consecutive underscores. This field is
245
Metadata Types
Field Name
Field Type
Description
highPriority
boolean
Indicates whether this value is a high priority item (true), or not

(false). This field is only relevant for the standard Priority field
in tasks. For more information about tasks, see Considerations for Using
Tasks in the Salesforce online help. This field is available in API version
16.0 and later.
probability
int
Indicates whether this value is a probability percentage (true), or not

(false). This field is only relevant for the standard Stage field in
opportunities. This field is available in API version 16.0 and later.
reverseRole
string
A picklist value corresponding to a reverse role name for a partner. If the

role is subcontractor, then the reverse role might be general
contractor. Assigning a partner role to an account in Salesforce creates
a reverse partner relationship so that both accounts list the other as a
partner. This field is only relevant for partner roles.
For more information, see Partner Fields in the Salesforce online help.
reviewed
boolean
Indicates whether this value is associated with a reviewed status (true),

or not (false). This field is only relevant for the standard Status
field in solutions. For more information about opportunities, see Creating
Solutions in the Salesforce online help. This field is available in API
won
boolean
Indicates whether this value is associated with a closed or won status

(true), or not (false). This field is only relevant for the standard
Stage field in opportunities. This field is available in API version 16.0
and later.
Java Sample
The following sample uses a picklist. For a complete sample of using a picklist with record types and profiles, see Profile on page 446.
public void setPicklistValues() {
// Create a picklist
Picklist expenseStatus = new Picklist();
PicklistValue unsubmitted = new PicklistValue();
unsubmitted.setFullName("Unsubmitted");
PicklistValue submitted = new PicklistValue();
submitted.setFullName("Submitted");
PicklistValue approved = new PicklistValue();
approved.setFullName("Approved");
PicklistValue rejected = new PicklistValue();
rejected.setFullName("Rejected");
expenseStatus.setPicklistValues(new PicklistValue[]
{unsubmitted, submitted, approved, rejected});
CustomField expenseStatusField = new CustomField();
expenseStatusField.setFullName(
246
Metadata Types
"ExpenseReport__c.ExpenseStatus__c");
expenseStatusField.setLabel("Expense Report Status");
expenseStatusField.setType(FieldType.Picklist);
expenseStatusField.setPicklist(expenseStatus);
try {
AsyncResult[] ars =
metadataConnection.create(new Metadata[] {expenseStatusField});
}
}

The following sample shows usage for picklists, including dependent picklists, in a custom object. The isAmerican__c checkbox
controls the list of manufacturers shown in the manufacturer__c picklist. The manufacturer__c checkbox in turn controls
the list of models shown in the model__c picklist.
<enableActivities>true</enableActivities>
<fields>
<fullName>isAmerican__c</fullName>
<defaultValue>false</defaultValue>
<label>American Only</label>
<type>Checkbox</type>
</fields>
<fields>
<fullName>manufacturer__c</fullName>
<label>Manufacturer</label>
<picklist>
<controllingField>isAmerican__c</controllingField>
<picklistValues>
<fullName>Chrysler</fullName>
<controllingFieldValues>checked</controllingFieldValues>
</picklistValues>
<picklistValues>
<fullName>Ford</fullName>
<controllingFieldValues>checked</controllingFieldValues>
</picklistValues>
<picklistValues>
<fullName>Honda</fullName>
<controllingFieldValues>unchecked</controllingFieldValues>
</picklistValues>
<picklistValues>
<fullName>Toyota</fullName>
<controllingFieldValues>unchecked</controllingFieldValues>
</picklistValues>
247
Metadata Types
<sorted>false</sorted>
</picklist>
<type>Picklist</type>
</fields>
<fields>
<fullName>model__c</fullName>
<label>Model</label>
<picklist>
<controllingField>manufacturer__c</controllingField>
<picklistValues>
<fullName>Mustang</fullName>
<controllingFieldValues>Ford</controllingFieldValues>
</picklistValues>
<picklistValues>
<fullName>Taurus</fullName>
<controllingFieldValues>Ford</controllingFieldValues>
</picklistValues>
<picklistValues>
<fullName>PT Cruiser</fullName>
<controllingFieldValues>Chrysler</controllingFieldValues>
</picklistValues>
<picklistValues>
<fullName>Pacifica</fullName>
<controllingFieldValues>Chrysler</controllingFieldValues>
</picklistValues>
<picklistValues>
<fullName>Accord</fullName>
<controllingFieldValues>Honda</controllingFieldValues>
</picklistValues>
<picklistValues>
<fullName>Civic</fullName>
<controllingFieldValues>Honda</controllingFieldValues>
</picklistValues>
<picklistValues>
<fullName>Prius</fullName>
<controllingFieldValues>Toyota</controllingFieldValues>
</picklistValues>
<picklistValues>
<fullName>Camry</fullName>
<controllingFieldValues>Toyota</controllingFieldValues>
</picklistValues>
<sorted>false</sorted>
</picklist>
<type>Picklist</type>
</fields>
248
Metadata Types
RecordType
....
</CustomObject>
The following sample shows usage for the standard Stage field in opportunities.
<fields>
<fullName>StageName</fullName>
<picklist>
<picklistValues>
<fullName>Prospecting</fullName>
<forecastCategory>Pipeline</forecastCategory>
<probability>10</probability>
</picklistValues>
<picklistValues>
<fullName>Qualification</fullName>
</picklistValues>
<picklistValues>
<fullName>Needs Analysis</fullName>
</picklistValues>
...
</picklist>
</fields>
<CustomObject>
RecordType
Represents the metadata associated with a record type. Record types let you offer different business processes, picklist values, and page
layouts to different users. For more information, see Record Types in the Salesforce online help. Use this metadata type to create,
update, or delete record type definitions for a custom object. This type extends the Metadata metadata type and inherits its fullName
field.
Version
Record types are available in API version 12.0 and later.
Fields
Field
Field Type
Description
active
boolean
Required. Indicates whether or not the record type is active.
249
Metadata Types
RecordType
Field
Field Type
Description
businessProcess
string
The fullName of the business process associated with

the record type. This field is required in record types for lead,
opportunity, solution, and case, and not allowed otherwise.
See BusinessProcess on page 221.
compactLayoutAssignment string
Represents the compact layout that is assigned to the record

type.
description
string
Record type description. Maximum of 255 characters.
fullName
string
Record type name. The fullName can contain only

underscores and alphanumeric characters. It must be unique,
begin with a letter, not include spaces, not end with an
underscore, and not contain two consecutive underscores.
If this field contained characters before version 14.0 that are
no longer allowed, the characters were stripped out of this
field, and the previous value of the field was saved in the
label field.
Inherited from the Metadata component, this field is not
defined in the WSDL for this component. It must be specified
when creating, updating, or deleting. See create() to
see an example of this field specified for a call.
label
string
Required. Descriptive label for the record type. The list of

characters allowed in the fullName field has been reduced
for versions 14.0 and later. This field contains the value
contained in the fullName field before version 14.0.
picklistValues
RecordTypePicklistValue[]
Represents a set of values for a picklist.
RecordTypePicklistValue
RecordTypePicklistValue represents the combination of picklists and valid values that define a record type:
Field Name
Field Type
Description
picklist
string
Required. The name of the picklist.
values
PicklistValue
One or more of the picklist values in the picklist. Each value defined is
available in the record type that contains this component.
250
Metadata Types
RecordType
Java Sample
The following sample uses two record types. For the complete sample that includes profiles and picklists, see Profile on page 446.
public void recordTypeSample() {
try {
// Employees and managers have different access
// to the state of the expense sheet
RecordType edit = new RecordType();
edit.setFullName("ExpenseReport__c.Edit");
edit.setLabel("ExpenseReport__c.Label");
RecordTypePicklistValue editStatuses =
new RecordTypePicklistValue();
editStatuses.setPicklist("ExpenseStatus__c");
editStatuses.setValues(
new PicklistValue[] {unsubmitted, submitted});
edit.setPicklistValues(
new RecordTypePicklistValue[] {editStatuses});
AsyncResult[] arsEdit =
metadataConnection.create(new Metadata[] {edit});
RecordType approve = new RecordType();
approve.setFullName("ExpenseReport__c.Approve");
RecordTypePicklistValue approveStatuses =
approveStatuses.setPicklist("ExpenseStatus__c");
approveStatuses.setValues(
new PicklistValue[] {approved, rejected});
approve.setPicklistValues(
new RecordTypePicklistValue[] {approveStatuses});
AsyncResult[] arsApprove =
metadataConnection.create(new Metadata[] {approve});
}
}

The definition of a record type in a custom object is shown below:
. . .
<recordTypes>
<fullName>My First Recordtype</fullName>
251
Metadata Types
SearchLayouts
</recordTypes>
. . .
</CustomObject>
SearchLayouts
Represents the metadata associated with the Search Layouts for an object. You can customize which fields to display for users in search
results, search filter fields, lookup dialogs, and recent record lists on tab home pages. For more information, see Customize Search
Layouts and Customize Search Layouts for Custom Objects in the Salesforce online help.
Version
Search layouts for custom objects are available in API version 14.0 and later. The ability to modify search layouts for standard objects
(except events and tasks) is available in API version 27.0 and later.
Fields
Field
Field Type
Description
customTabListAdditionalFields
string[]
The list of fields displayed in the Recent Object Name

list view on a tab associated with the object. The name field
is mandatory and is always displayed as the first column
header, so it is not included in this list; all additional fields
are included. The field name relative to the object name, for
example MyCustomField__c, is specified for each
custom field.
excludedStandardButtons
string[]
The list of standard buttons excluded from the search layout.
listViewButtons
string[]
The list of buttons available in list views for an object.

This field is equivalent to the Buttons Displayed value in the
Object Name List View in the Search Layouts
related list on the object detail page in the Salesforce user
interface. For more information, see Lookup Dialog Search
in the Salesforce online help.
lookupDialogsAdditionalFields
string[]
The list of fields displayed in a lookup dialog for the object.

The name field is mandatory and is always displayed as the
first column header, so it is not included in this list; all
additional fields are included. The field name relative to the
object name, for example MyCustomField__c, is
specified for each custom field.
Salesforce objects often include one or more lookup fields
that allow users to associate two records together in a
relationship. For example, a contact record includes an
Account lookup field that represents the relationship
between the contact and the organization with which the
contact is associated. A lookup search dialog helps you search
252
Metadata Types
Field
SearchLayouts
Field Type
Description
for the record associated with the one being edited. Lookup
filter fields allow you to filter your lookup search by a
customized list of fields in the object.
This field is equivalent to the Lookup Dialogs in the
Search Layouts related list on the object detail page in the
application user interface. For more information, see Lookup
Dialog Search in the Salesforce online help.
lookupFilterFields
string[]
The list of fields that can be used to filter enhanced lookups

for an object. Enhanced lookups are optionally enabled by
your administrator. The field name relative to the object
name, for example MyCustomField__c, is specified for
each custom field.
This field is equivalent to the Lookup Filter Fields
in the Search Layouts related list on the object detail page
in the application user interface. For more information, see
Lookup Dialog Search in the Salesforce online help.
lookupPhoneDialogsAdditionalFields string[]
The list of phone-related fields displayed in a lookup dialog

for the object. The name field is mandatory and is always
displayed as the first column header, so it is not included in
this list; all additional fields are included. The field name
relative to the object name, for example
MyCustomField__c, is specified for each custom field.
This list enables integration of the fields with a SoftPhone
dial pad. For more information, see About CTI 1.0 and 2.0
SoftPhones in the Salesforce online help.
This field is equivalent to the Lookup Phone Dialogs
in the application user interface.
searchFilterFields
string[]
The list of fields that can be used to filter a search for the
object. The field name relative to the object name, for
example MyCustomField__c, is specified for each
custom field.
This field is equivalent to the Search Filter Fields
in the application user interface.
searchResultsAdditionalFields
string[]
The list of fields displayed in a search result for the object.

The name field is mandatory and is always displayed as the
first column header, so it is not included in this list; all
additional fields are included. The field name relative to the
object name, for example MyCustomField__c, is
specified for each custom field.
253
Metadata Types
Field
SharingReason
Field Type
Description
This field is equivalent to the Search Results in the
Search Layouts related list on the object detail page in the
application user interface.
searchResultsCustomButtons
string[]
The list of custom buttons available in a search result for the

object. The actions associated with the buttons can be
applied to any of the records returned in the search result.

A sample definition of search layouts in an object is shown below.
. . .
<searchLayouts>
<listViewButtons>New</listViewButtons>
<listViewButtons>Accept</listViewButtons>
<listViewButtons>ChangeOwner</listViewButtons>
<lookupDialogsAdditionalFields>firstQuote__c</lookupDialogsAdditionalFields>
<lookupDialogsAdditionalFields>finalQuote__c</lookupDialogsAdditionalFields>
<searchResultsAdditionalFields>CREATEDBY_USER</searchResultsAdditionalFields>
</searchLayouts>
. . .
</CustomObject>
SEE ALSO:
CustomObject
SharingReason
Represents an Apex sharing reason, which is used to indicate why sharing was implemented for a custom object. Apex managed sharing
allows developers to use Apex to programmatically share custom objects. When you use Apex managed sharing to share a custom
object, only users with the Modify All Data permission can add or change the sharing on the custom object's record, and the sharing
access is maintained across record owner changes. For more information, see Sharing Settings in the Salesforce online help.
Use SharingReason to create, update, or delete sharing reason definitions for a custom object. This type extends the Metadata metadata
Version
Sharing reasons are available in API version 14.0 and later.
254
Metadata Types
Fields
Field
Field Type
Description
fullName
string
Required. Sharing reason name. The __c suffix is appended to custom

sharing reasons.
Inherited from Metadata, this field is not defined in the WSDL for this
metadata type. It must be specified when creating, updating, or deleting.
See create() to see an example of this field specified for a call.
label
string
Required. Descriptive label for the sharing reason. Maximum of 40

characters.

The definition of a sharing reason in a custom object:
. . .
<sharingReasons>
<fullName>recruiter__c</fullName>
<label>Recruiter</label>
</sharingReasons>
. . .
</CustomObject>
Represents Apex classes that recalculate the Apex managed sharing for a specific custom object. For more information, see Recalculate
Apex Managed Sharing in the Salesforce online help.
Version
Sharing recalculations are available in API version 14.0 and later.
Fields
Field
Field Type
Description
className
string
Required. The Apex class that recalculates the Apex sharing for a custom
object. This class must implement the Database.Batchable
interface.
255
Metadata Types
ValidationRule

The definition of a sharing recalculation in a custom object:
. . .
<sharingRecalculations>
<className>RecruiterRecalculation</className>
</sharingRecalculations>
. . .
</CustomObject>
ValidationRule
Represents a validation rule, which is used to verify that the data a user enters in a record is valid and can be saved. A validation rule
contains a formula or expression that evaluates the data in one or more fields and returns a value of true or false. Validation rules
also include an error message that your client application can display to the user when the rule returns a value of true due to invalid
data. This type extends the Metadata metadata type and inherits its fullName field.
As of API version 20.0, validation rules can't have compound fields. Examples of compound fields include addresses, first and last names,
dependent picklists, and dependent lookups.
Version
Validation rules are available in API version 12.0 and later.
Fields
Field Name
Field Type
Description
active
boolean
Required. Indicates whether this validation rule is active, (true), or not

active (false).
description
string
A description of the validation rule.
errorConditionFormula
string
Required. The formula defined in the validation rule. If the formula returns
a value of true, an error message is displayed.
See Define Validation Rules in the Salesforce online help.
errorDisplayField
string
The fully specified name of a field in the application. If a value is supplied,

the error message appears next to the specified field. If you do not specify
a value or the field isnt visible on the page layout, the value changes
automatically to Top of Page.
errorMessage
string
Required. The message that appears if the validation rule fails. The
message must be 255 characters or less.
fullName
string
The internal name of the object. White spaces and special characters are
escaped for validity. The name must:
Contain characters, letters, or the underscore (_) character
256
Metadata Types
Field Name
WebLink
Field Type
Description
Must start with a letter
Cant end with an underscore
Can't contain two consecutive underscore characters.
Inherited from the Metadata component, this field is not defined in the
WSDL for this component. It must be specified when creating, updating,
or deleting. See create() to see an example of this field specified for
a call.

A sample XML definition of a validation rule in a custom object is shown below.
<fields>
<fullName>Mommy_Cat__c</fullName>
<label>Mommy Cat</label>
<referenceTo>Cat__c</referenceTo>
<relationshipName>Cats</relationshipName>
<type>Lookup</type>
</fields>
<label>Cat</label>
<nameField>
<label>Cat Name</label>
<type>Text</type>
</nameField>
<pluralLabel>Cats</pluralLabel>
<validationRules>
<fullName>CatsRule</fullName>
<errorConditionFormula>OR(Name = 'Milo',Name =
'Moop')</errorConditionFormula>
<validationMessage>Name must be that of one of my cats</validationMessage>
</validationRules>
</CustomObject>
WebLink
Represents a WebLink defined in a custom object. This type extends the Metadata metadata type and inherits its fullName field.
Version
WebLinks are available in API version 12.0 and later.
257
Metadata Types
WebLink
Fields
The WebLink definition contains the following fields.
Field Name
Field Type
Description
availability
WebLinkAvailability
Required. Indicates whether the WebLink is only available online

(online, or if it is also available offline (offline).
description
string
A description of the WebLink.
displayType
WebLinkDisplayType
Represents how this WebLink is rendered. Valid values:

link for a hyperlink
button for a button
massAction for a button attached to a related list
encodingKey
Encoding (enumeration of type

string)
Required. The default encoding setting is Unicode: UTF-8. Change it

if your template requires data in a different format. This is available if
your Content Source is URL.
Valid values include:
UTF-8Unicode (UTF-8)
ISO-8859-1General US & Western Europe (ISO-88591,
ISO-LATIN-1)
Shift_JISJapanese (Shift-JIS)
ISO-2022-JPJapanese (JIS)
EUC-JPJapanese (EUC-JP)
x-SJIS_0213Japanese (Shift-JIS_2004)
ks_c_5601-1987Korean (ks_c_5601-1987)
Big5Traditional Chinese (Big5)
GB2312Simplified Chinese (GB2312)
Big5-HKSCSTraditional Chinese Hong Kong (Big5HKSCS)
fullName
string
The name of the WebLink with white spaces and special characters
escaped for validity. The name can only contain characters, letters, and
the underscore (_) character, must start with a letter, and cannot end
with an underscore or contain two consecutive underscore characters.
or deleting. See create() to see an example of this field specified
for a call.
hasMenubar
boolean
If the openType is newWindow, whether to show the browser menu

bar for the window (true or not (false). Otherwise this field should
not be specified.
258
Metadata Types
WebLink
Field Name
Field Type
Description
hasScrollbars
boolean
If the openType is newWindow, whether to show the scroll bars for

the window (true) or not (false). Otherwise this field should not be
specified.
hasToolbar
boolean
If the openType is newWindow, whether to show the browser toolbar

for the window (true) or not (false). Otherwise this field should not
be specified.
height
int
Height in pixels of the window opened by this WebLink. Required if the

openType is newWindow. Otherwise, this field should not be
specified.
isResizable
boolean
If the openType is newWindow, whether to allow resizing of the

window (true) or not (false). Otherwise this field should not be
specified.
linkType
WebLinkType (enumeration of
type string)
Required. Represents whether the content of this WebLink is specified

by a URL, an sControl, a JavaScript code block, or a Visualforce page.
url
sControl
javascript
page
flowReserved for future use.
masterLabel
string
Master label for this object. This display value is the internal label that is
not translated.
openType
WebLinkWindowType
Required. When this button is clicked, specifies the window style that
will be used to display the content. Valid values:
newWindow
sidebar
noSidebar
replace
onClickJavaScript
page
string
If the value of linkType is page, this field represents the Visualforce

page; otherwise, this field should not be specified.
position
WebLinkPosition (enumeration
of type string)
If the openType is newWindow, how the new window should be

displayed. Otherwise this field should not be specified. Valid values:
fullScreen
none
topLeft
protected
boolean
Required. Indicates whether this sub-component is protected (true)

or not (false). Protected sub-components cannot be linked to or
259
Metadata Types
Field Name
WebLink
Field Type
Description
referenced by components or sub-components created in the installing
organization.
requireRowSelection boolean
If the openType is massAction, whether to require individual row

selection to execute the action for this button (true) or not (false).
Otherwise this field should not be specified.
scontrol
string
If the value of linkType is sControl, this field represents the name

of the sControl; otherwise, this field should not be specified.
showsLocation
boolean
If the openType is newWindow, whether to show the browser

location bar for the window (true) or not (false); otherwise this field
should not be specified.
showsStatus
boolean
If the openType is newWindow, whether or not to show the browser

status bar for the window. Otherwise, this field should not be specified.
url
string
If the value of linkType is url, this is the URL value. If the value of
linkType is javascript, this is the JavaScript content. If the value
neither of these, the this field should not be specified.
Content must be escaped in a manner consistent with XML parsing
rules.
width
int
Width in pixels of the window opened by this WebLink.

Required if the openType is newWindow, otherwise should not be
specified.
Java Sample
The following Java sample shows sample values for WebLink fields:
public void WebLinkSample(String name) throws Exception {
WebLink WebLink = new WebLink();
// name variable represents the full name of the object
// on which to create the WebLink, for example, customObject__c
WebLink.setFullName(name + ".googleButton");
WebLink.setUrl("http://www.google.com");
WebLink.setAvailability(WebLinkAvailability.online);
WebLink.setLinkType(WebLinkType.url);
WebLink.setEncodingKey(Encoding.fromString("UTF-8"));
WebLink.setOpenType(WebLinkWindowType.newWindow);
WebLink.setHeight(600);
WebLink.setWidth(600);
WebLink.setShowsLocation(false);
WebLink.setHasScrollbars(true);
WebLink.setHasToolbar(false);
WebLink.setHasMenubar(false);
WebLink.setShowsStatus(false);
WebLink.setIsResizable(true);
260
Metadata Types
Metadata Field Types
WebLink.setPosition(WebLinkPosition.none);
WebLink.setMasterLabel("google");
WebLink.setDisplayType(WebLinkDisplayType.link);
AsyncResult[] asyncResults = metadataConnection.create(new WebLink[]{WebLink});
// After the create() call completes, we must poll the results of checkStatus()
//
}

The following is the definition of a WebLink in a custom object. For related samples, see HomePageComponent and HomePageLayout.
....
<WebLinks>
<fullName>googleButton</fullName>
<availability>online</availability>
<displayType>link</displayType>
<encodingKey>UTF-8</encodingKey>
<hasMenubar>false</hasMenubar>
<hasScrollbars>true</hasScrollbars>
<hasToolbar>false</hasToolbar>
<isResizable>true</isResizable>
<linkType>url</linkType>
<masterLabel>google</masterLabel>
<openType>newWindow</openType>
<position>none</position>
<showsLocation>false</showsLocation>
<showsStatus>false</showsStatus>
<url>http://www.google.com</url>
<width>600</width>
</WebLinks>
....
</CustomObject>
SEE ALSO:
HomePageComponent
HomePageLayout
CustomPageWebLink

These field types extend the field types described in the SOAP API Developer's Guide.
261
Metadata Types
Field Type
Objects
What the Field Contains
CustomField
Custom object
Represents a custom field.
Custom field
DeleteConstraint
Custom field
A string that represents deletion options for lookup relationships. Valid values are:
SetNull
Restrict
Cascade
DeploymentStatus Custom object

Custom field
A string which represents the deployment status of a custom object or field. Valid values are:
InDevelopment
Deployed
FieldType
Custom field
Indicates the type of a custom field. Valid values are:

AutoNumber
Lookup
MasterDetail
Checkbox
Currency
Date
DateTime
Email
EncryptedText
Note: This information applies to Classic Encryption and not to Platform Encryption.
ExternalLookup
IndirectLookup
1
Number
Percent
Phone
Picklist
MultiselectPicklist
Summary
Text
TextArea
LongTextArea
Summary
Url
Hierarchy
File
262
Metadata Types
Field Type
Objects

CustomDataType
Html
Geolocation
1
A Number custom field is internally represented as a field of type double. Setting the scale
of the Number field to 0 gives you a double that behaves like an int.
Gender
Custom object
Indicates the gender of the noun that represents the object. This is used for languages where
words need different treatment depending on their gender. Valid values are:
Masculine
Feminine
Neuter
AnimateMasculine (Slavic languagescurrently Czech, Polish, Russian, Slovak,
Slovenian, and Ukrainian)
Note: The following genders are displayed on the Rename Tabs and Labels page in
Setup but are stored internally as Feminine. When setting them through the Metadata
API, use Feminine.
Euter (Swedish)
Common (Dutch)
Picklist (Including Custom field

Dependent
Picklist)
Represents a picklist, a set of labels and values that can be selected from a picklist.
SharingModel
Represents the sharing model for the custom object. Depending on the object, valid values
are:
Custom object
Private
Read
ReadWrite
ReadWriteTransfer
FullAccess
ControlledByParent
For example, the User object supports Private and Read values. Accounts, opportunities,
and custom objects support Private, Read and ReadWrite values.
StartsWith
Custom object
Custom field
Indicates whether the noun starts with a vowel, consonant, or is a special character. This is
used for languages where words need different treatment depending on the first character.
Valid values are:
Consonant
Vowel
Special (for nouns starting with z, or s plus consonants)
263
Metadata Types
Field Type
Objects
TreatBlanksAs
Custom field
Indicates how blanks should be treated. Valid values are:

BlankAsBlank
BlankAsZero
This metadata type allows you to translate custom objects for a variety of languages. This type extends the Metadata metadata type and
inherits its fullName field. The ability to translate component labels is part of the Translation Workbench. For more information, see
Enable and Disable the Translation Workbench in the Salesforce online help.

Translations are stored in a file with a format of customObjectName__c-lang.objectTranslation, where
customObjectName__c is the custom object name, and lang is the translation language. A sample file name for German
translations is myCustomObject__c-de.objectTranslation.
Custom object translations are stored in the objectTranslations folder in the corresponding package directory.
Version
CustomObjectTranslation components are available in API version 14.0 and later.
Fields
Field
Field Type
Description
caseValues
ObjectNameCaseValue[]
Different combinations of the custom object with regard to

article, plural, possessive, and case.
fields
CustomFieldTranslation[]
A list of translations for the custom fields associated with the

custom object.
fullName
string
The name of the custom object and the translation language

with a format of customObjectName-lang, where
customObjectName is the custom object name, and lang
is the translation language.
gender
Gender
Indicates the gender of the noun that represents the object. This
is used for languages where words need different treatment
depending on their gender.
264
Metadata Types
Field
Field Type
Description
layouts
LayoutTranslation[]
A list of page layout translations.
nameFieldLabel
string
The label for the name field. Maximum of 765 characters.
namedFilters
NamedFilterTranslation[]
A list of translations for lookup filter error messages associated

with the custom object.
This field has been removed as of API version 30.0 and is only
available in prior versions. The translation metadata associated
with a lookup filter is now represented by the lookupFilter
field in the CustomFieldTranslation subtype.
quickActions
QuickActionTranslation[]
A list of translations for actions.
recordTypes
RecordTypeTranslation[]
A list of record type translations.
sharingReasons
SharingReasonTranslation[]
A list of sharing reason translations.
startsWith
StartsWith (enumeration of type Indicates whether the noun starts with a vowel, consonant, or
string)
is a special character. This is used for languages where words
need different treatment depending on the first character.
validationRules
ValidationRuleTranslation[]
A list of validation rule translations.
webLinks
WebLinkTranslation[]
A list of web link translations.
workflowTasks
WorkflowTaskTranslation[]
A list of workflow task translations.
CustomFieldTranslation
CustomFieldTranslation contains details for a custom field translation. For more details, see CustomField.
Note: Not every language supports all the possible values for the fields in CustomFieldTranslation. For language-specific supported
values, see the fully supported languages and end-user languages appendices.
Field
Field Type
Description
caseValues
ObjectNameCaseValue[]
Different combinations of the custom object with regard to

article, plural, possessive, and case. Available in API version 29.0
and later.
description
string
Translation for the custom field description.
gender
Gender
Indicates the gender of the noun that represents the object. This
is used for languages where words need different treatment
depending on their gender. Available in API version 29.0 and
later.
help
string
Translation for the text that displays in the field-level help hover
text for this field.
label
string
Translation for the label. Maximum of 765 characters.
265
Metadata Types
Field
Field Type
Description
lookupFilter
LookupFilterTranslation
Represents the translation metadata associated with a lookup

filter.
Note: LookupFilter is not supported on the article type
object.
name
string
Required. The name of the field relative to the custom object;

for example, MyField__c.
picklistValues
PicklistValueTranslation[]
List of translations for picklist values. See PicklistValue.
relationshipLabel
string
Translation for a lookup relationship label. A lookup relationship

allows a field to be associated with another field. The relationship
field allows users to select an option from a list of values defined
by the other field. Maximum of 765 characters.
startsWith
StartsWith (enumeration of type Indicates whether the noun starts with a vowel, consonant, or
string)
is a special character. This is used for languages where words
need different treatment depending on the first character.
LayoutTranslation
LayoutTranslation contains details for a page layout translation. For more details, see Fields.
Field
Field Type
Description
layout
string
Required. The layout name.
layoutType
string
sections
LayoutSectionTranslation[]
An array of layout section translations.
LayoutSectionTranslation
LayoutSectionTranslation contains details for a page layout section translation. For more details, see LayoutSection.
Field
Field Type
Description
label
string
Required. Translation for the label. Maximum of 765 characters.
section
string
Required. The section name.
LookupFilterTranslation
LookupFilterTranslation shows a translation for a lookup filter error message associated with the custom object. Replaces
NamedFilterTranslation.
266
Metadata Types
LookupFilterTranslation is available in API version 30.0 and later.

Field
Field Type
Description
errorMessage
string
informationalMessage
string

things the user might not understand, such as why certain items
are excluded in the lookup filter.
NamedFilterTranslation
NamedFilterTranslation has been removed as of API version 30.0 and is only available in previous API versions.
NamedFilterTranslation shows a list of translations for lookup filter error messages associated with the custom object. See NamedFilter
for more information.
Field
Field Type
Description
errorMessage
string
informationalMessage
string

things the user might not understand, such as why certain items
are excluded in the lookup filter.
name
string
Required. The name of the lookup filter. If you create this field
in the user interface, a name is automatically assigned. If you
create this field through Metadata API, you must include the
name field.
ObjectNameCaseValue
ObjectNameCaseValue supports multiple cases and definitions of the custom object name to allow usage in various grammatical contexts.
Note: Not every language supports all the possible values for the fields in ObjectNameCaseValue. For language-specific supported
values, see the fully supported languages and end-user languages appendices.
Field
Field Type
Description
article
Article (enumeration of type

string)
English has two types of articles: definite (the) and indefinite

(a, an). The usage of these articles depends mainly on whether
you are referring to any member of a group, or to a specific
member of a group. The valid values are:
Definite
Indefinite
None
caseType
CaseType (enumeration of type The case of the custom object name. The valid values are:
string)
Ablative
267
Metadata Types
Field
Field Type
Description
Accusative
Adessive
Allative
Causalfinal
Dative
Delative
Distributive
Elative
Essive
Essiveformal
Genitive
Illative
Inessive
Instrumental
Lative
Locative
Nominative
Objective
Partitive
Prepositional
Subjective
Sublative
Superessive
Termanative
Translative
Vocative
plural
boolean
Indicates whether the value field is plural (true) or singular

(false).
possessive
Possessive (enumeration of type The possessive case of a language is a grammatical case used
string)
to indicate a relationship of possession.The valid values are:
First
None
Second
value
string
Required. The value or label in this grammatical context.
268
Metadata Types
PicklistValueTranslation
PicklistValueTranslation contains details for a picklist value translation. For more details, see Picklist (Including Dependent Picklist).
Field
Field Type
Description
masterLabel
string
Required. The picklist value defined on the setup page in the

application is your master label. The master label is displayed
wherever a translated label is not available.
translation
string
Required. Translation for the value.
QuickActionTranslation
QuickActionTranslation contains details for an action label in the user interface. For more information, see QuickAction.
Field
Field Type
Description
label
string
name
string
Required. The quick action name.
RecordTypeTranslation
RecordTypeTranslation contains details for a record type name translation. For more details, see RecordType.
Field
Field Type
Description
label
string
name
string
Required. The record type name.
SharingReasonTranslation
SharingReasonTranslation contains details for a sharing reason translation. For more details, see SharingReason.
Field
Field Type
Description
label
string
Required. Translation for the sharing reason.
name
string
Required. The sharing reason name.
ValidationRuleTranslation
ValidationRuleTranslation contains details for a validation rule translation. For more details, see ValidationRule.
269
Metadata Types
Field
Field Type
Description
errorMessage
string
Required. Translation for the error message associated with the

validation rule failure.
name
string
Required. The validation rule name.
WebLinkTranslation
WebLinkTranslation contains details for a web link translation. For more details, see WebLink.
Field
Field Type
Description
label
string
Required. Translation for the web link label. Maximum of 765

characters.
name
string
Required. The web link name.
WorkflowTaskTranslation
WorkflowTaskTranslation contains details for a workflow task translation. For more details, see Workflow.
Field
Field Type
Description
description
string
Translation for the workflow task description.
name
string
Required. The workflow task name.
subject
string
Translation for the workflow task subject.

This is a sample XML definition of a CustomObjectTranslation for the Description__c object in German, with one custom field, Summary__c.
The name and location of the file containing this definition would be
objectTranslations/Description__c-de.objectTranslation.
<CustomObjectTranslation xmlns="http://soap.sforce.com/2006/04/metadata">
<caseValues>
<caseType>Nominative</caseType>
<plural>false</plural>
<value>Beschreibung</value>
</caseValues>
<caseValues>
<plural>true</plural>
<value>Beschreibungen</value>
</caseValues>
<caseValues>
<caseType>Accusative</caseType>
270
Metadata Types
</caseValues>
<caseValues>
</caseValues>
<caseValues>
<caseType>Genitive</caseType>
</caseValues>
<caseValues>
</caseValues>
<caseValues>
<caseType>Dative</caseType>
</caseValues>
<caseValues>
</caseValues>
<fields>
<label>Zusammenfassung</label>
<name>Summary__c</name>
</fields>
<gender>Feminine</gender>
<nameFieldLabel>Beschreibungen</nameFieldLabel>
</CustomObjectTranslation>
This is a sample XML definition of a CustomObjectTranslation for the Account object, renaming Account to Client (Kunde) in German.
The Account object has one standard field, account_number, and one custom field, Account_Code__c. The name and location of the
file containing this definition would be objectTranslations/Account-de.objectTranslation.
<CustomObjectTranslation xmlns="http://soap.sforce.com/2006/04/metadata">
<caseValues>
<value>Kunde</value>
</caseValues>
<caseValues>
<value>Kunden</value>
</caseValues>
<caseValues>
271
Metadata Types
</caseValues>
<caseValues>
</caseValues>
<caseValues>
</caseValues>
<caseValues>
</caseValues>
<caseValues>
</caseValues>
<caseValues>
</caseValues>
<fields>
<caseValues>
<value>Kundennummer</value>
</caseValues>
<caseValues>
<value>Kundennummern</value>
</caseValues>
<gender>Feminine</gender>
<name>account_number</name>
</fields>
<fields>
<label>Kunden-Code</label>
<name>Account_Code__c</name>
</fields>
<gender>Masculine</gender>
</CustomObjectTranslation>
SEE ALSO:
CustomObject
Translations
272
Metadata Types
CustomPageWebLink
CustomPageWebLink
Represents a web link defined in a home page component. This type extends the Metadata metadata type and inherits its fullName
field. All other web links are stored as a WebLink in a CustomObject.

There is one file per web link definition, stored in the weblinks folder in the corresponding package directory. The file suffix is
.weblink.
Version
CustomPageWebLinks are available in API version 13.0 and later.
Fields
The CustomPageWebLink definition has the following fields:
Field Name
Field Type
Description
availability
WebLinkAvailability
Required. Indicates whether the Weblink is only available online (online,

or if it is also available offline (offline).
description
string
A description of the Weblink.
displayType
WebLinkDisplayType
Represents how this Weblink is rendered.

Valid values:
link for a hyperlink
button for a button
massAction for a button attached to a related list
encodingKey
Encoding (enumeration of type Required. The default encoding setting is Unicode: UTF-8. Change it if
string)
your template requires data in a different format. This is available if your
Content Source is URL.Valid values include:
ISO-8859-1General US & Western Europe (ISO-88591,
ISO-LATIN-1)
ks_c_5601-1987Korean (ks_c_5601-1987)
273
Metadata Types
CustomPageWebLink
Field Name
Field Type
Description
fullName
string
underscore, and not contain two consecutive underscores.
hasMenubar
boolean
If the openType is newWindow, whether to show the browser menu

bar for the window (true or not (false). Otherwise this field should
not be specified.
hasScrollbars
boolean
If the openType is newWindow, whether to show the scroll bars for

the window (true) or not (false). Otherwise this field should not be
specified.
hasToolbar
boolean
If the openType is newWindow, whether to show the browser toolbar

for the window (true) or not (false). Otherwise this field should not
be specified.
height
int
Height in pixels of the window opened by this Weblink. Required if the

openType is newWindow, otherwise should not be specified
isResizable
boolean
If the openType is newWindow, whether to allow resizing of the

window (true) or not (false). Otherwise this field should not be
specified.
linkType
WebLinkType (enumeration of
type string)
Required. Represents whether the content of this WebLink is specified by

a URL, an sControl, a JavaScript code block, or a Visualforce page.
url
sControl
javascript
page
flowReserved for future use.
masterLabel
string
The master label for the Weblink.
openType
WebLinkWindowType
Required. When this button is clicked, specifies the window style that will
be used to display the content.
Valid values:
newWindow
sidebar
noSidebar
replace
onClickJavaScript
page
string
If the value of linkType is page, this field represents the Visualforce

page; otherwise, this field should not be specified.
274
Metadata Types
CustomPageWebLink
Field Name
Field Type
Description
position
WebLinkPosition (enumeration If the openType is newWindow, how the new window should be
of type string)
displayed. Otherwise this field should not be specified.
Valid values:
fullScreen
none
topLeft
boolean
Required. Indicates whether this component is protected (true) or not

(false). Protected components cannot be linked to or referenced by
components created in the installing organization.
requireRowSelection boolean
If the openType is massAction, whether to require individual row

selection to execute the action for this button (true) or not (false).
Otherwise this field should not be specified.
protected
scontrol
string
If the value of linkType is sControl, this field represents the name

of the sControl; otherwise, this field should not be specified.
showsLocation
boolean

location bar for the window; otherwise this field should not be specified.
showsStatus
boolean

status bar for the window. Otherwise, this field should not be specified.
url
string
If the value of linkType is url, this is the URL value. If the value of
linkType is javascript, this is the JavaScript content. If the value
neither of these, the this field should not be specified.
Content must be escaped in a manner consistent with XML parsing rules.
width
int
Width in pixels of the window opened by this Weblink.

Required if the openType is newWindow, otherwise should not be
specified.

The following is the definition of a Weblink. For related samples, see HomePageComponent and HomePageLayout.
<CustomPageWebLink xmlns="http://soap.sforce.com/2006/04/metadata">
<availability>online</availability>
<displayType>button</displayType>
<encodingKey>UTF-8</encodingKey
<hasMenubar>false</hasMenubar>
<hasScrollbars>true</hasScrollbars>
<hasToolbar>false</hasToolbar>
<isResizable>true</isResizable>
275
Metadata Types
CustomPermission
<linkType>url</linkType>
<masterLabel>detailPageButon</masterLabel>
<openType>newWindow</openType>
<position>none</position>
<showsLocation>false</showsLocation>
<showsStatus>false</showsStatus>
<url>http://google.com</url>
</CustomPageWebLink>
SEE ALSO:
HomePageComponent
HomePageLayout
WebLink
CustomPermission
Represents a permission that grants access to a custom feature. This type extends the Metadata metadata type and inherits its fullName
field.

CustomPermission components have the suffix .customPermission and are stored in the customPermissions folder.
Version
CustomPermission components are available in API version 31.0 and later.
Fields
Field Name
Field Type
Description
connectedApp
string
The name of the connected app thats

associated with this permission. Limit: 80
characters.
description
string
The custom permission description. Limit:

255 characters.
label
string
Required. The custom permission label.

Limit: 80 characters.
requiredPermission
CustomPermissionDependencyRequired[] Indicates which custom permissions are

required by the parent custom permission.
This field is available in API version 32.0 and
later.
276
Metadata Types
CustomPermission
CustomPermissionDependencyRequired
CustomPermissionDependencyRequired determines whether a custom permission is required by the parent custom permission. A
required custom permission must be enabled when its parent is enabled.
Field Name
Field Type
Description
customPermission
string
Required. The custom permission name.
dependency
boolean
Required. Indicates whether this custom permission is required by the

parent custom permission (true) or not (false).

The following is an example of a CustomPermission component.
<CustomPermission xmlns="http://soap.sforce.com/2006/04/metadata">
<connectedApp>Acme</connectedApp>
<description>Read and edit access for Acme accounts.</description>
<label>Acme Account Full Access</label>
<requiredPermission>
<customPermission>Acme_Account_Read</customPermission>
<dependency>true</dependency>
</requiredPermission>
</CustomPermission>
The following is an example package.xml that references the previous definition, as well as other custom permissions that are
associated with a connected app.
<types>
<members>Acme</members>
<name>ConnectedApp</name>
</types>
<types>
<members>Acme_Account_Email_Read</members>
<members>Acme_Account_Phone_Edit</members>
<members>Acme_Account_Full_Access</members>
<members>Acme_Account_Read</members>
<name>CustomPermission</name>
</types>
<types>
<members>Acme_Account_Email_Read</members>
<members>Acme_Account_Phone_Edit</members>
<members>Acme_Account_Full_Access</members>
<members>Acme_Account_Read</members>
<name>PermissionSet</name>
</types>
</Package>
277
Metadata Types
CustomSite
CustomSite
Represents a Force.com site. Force.com Sites enables you to create public websites and applications that are directly integrated with
your Salesforce organizationwithout requiring users to log in with a username and password. For more information, see Force.com
Sites Overview in the Salesforce online help.
Note: CustomSite does not support syndication feeds at this time.

Force.com CustomSite components are stored in the sites directory of the corresponding package directory. The file name matches
the site name, and the extension is .site.
Version
Force.com CustomSite components are available in API version 14.0 and later.
Fields
Field
Field Type
Description
active
boolean
Required. Determines whether or not the site is active.
allowHomePage
boolean
Determines whether or not the standard home page

is visible to public users. This is a new field in API
version 15.0.
allowStandardAnswersPages
boolean
Determines whether the standard answer pages are

visible to public users. This is a new field in API version
19.0.
allowStandardIdeasPages
boolean
Determines whether or not the standard Ideas pages

are visible to public users. This is a new field in API
version 15.0.
allowStandardLookups
boolean
Determines whether or not the standard lookup pages

version 15.0.
allowStandardSearch
boolean
Determines whether or not the standard search pages

version 15.0.
analyticsTrackingCode
string
The tracking code associated with your site. This code

can be used by services like Google Analytics to track
page request data for your site. This field is available
278
Metadata Types
CustomSite
Field
Field Type
Description
authorizationRequiredPage
string
The name of the Visualforce page to be displayed

when the guest user tries to access a page for which
they are not authorized.
bandwidthExceededPage
string

when the site has exceeded its bandwidth quota.
changePasswordPage
string

when the portal user attempts to change his or her
password for either the portal or for Chatter Answers,
when enabled.
chatterAnswersForgotPasswordConfirmPage string
The name of the Visualforce page to be displayed that

informs the user that an email has been sent to them
with a temporary password. This field is available if
Chatter Answers is enabled for your organization. This
chatterAnswersForgotPasswordPage string

when a user clicks the link to retrieve a forgotten
password. This field is available if Chatter Answers is
enabled for your organization. This field is available in
chatterAnswersHelpPage
string

when the user clicks the help link. This field is available
if Chatter Answers is enabled for your organization.
chatterAnswersLoginPage
string
The name of the Visualforce page to be displayed to

allow users to log in to the portal. This field is available
if Chatter Answers is enabled for your organization.
chatterAnswersRegistrationPage
string
The name of the Visualforce page to be displayed to

allow users to register themselves and access the
portal. This field is available in API version 27.0 and
later.
clickjackProtectionLevel
SiteClickjackProtectionLevel Required. Sets the clickjack protection level. The

options are:
string)
AllowAllFraming Allow framing by any
page (no protection)
SameOriginOnly Allow framing by the
same origin only (recommended)
NoFraming Dont allow framing by any
page (most protection)
279
Metadata Types
CustomSite
Field
Field Type
Description
customWebAddresses
SiteWebAddress[]
The root custom URLs associated with the site. Saving

or deploying a CustomSite replaces all root custom
URLs in the site with the root custom URLs in this list.
Custom URLs that use a non-root path prefix are not
included in this list and are not affected when saving
or deploying a CustomSite. This field is available in API
description
string
The site description.
favoriteIcon
string
The name of the file to be used for the icon that

appears in the browser's address field when visiting
the site. Sets the favorite icon for the entire site.
fileNotFoundPage
string

when the guest user tries to access a non-existent
page.
forgotPasswordPage
string

when a user clicks the Forgot Password link on the
sites login page. This field is only applicable for
Communities sites.
genericErrorPage
string
The name of the Visualforce page to be displayed for

errors not otherwise specified.
guestProfile
string
Read only. The name of the profile associated with

the guest user.
inMaintenancePage
string

when the site is down for maintenance.
inactiveIndexPage
string
The name of the Visualforce page set as the inactive

site home page.
indexPage
string
Required. The name of the Visualforce page set as the

active site home page.
masterLabel
string
The name of the site label in the Salesforce user

interface.
portal
string
The name of the portal associated with this site for

login access.
requireHttps
boolean
Determines whether the site requires secure

connections (true) or not (false). When false, the site
operates normally via insecure connections instead
of redirecting to a secure connection.
requireInsecurePortalAccess
boolean
Required. Determines whether to override your

organization's security settings and exclusively use
HTTP when logging in to the associated portal from
your site.
280
Metadata Types
CustomSite
Field
Field Type
Description
robotsTxtPage
string
The name of the Visualforce page to be displayed for

the robots.txt file used by web crawlers.
serverIsDown
string
The name of the static resource to be displayed from

the cache server when Salesforce servers are down.
The static resource must be a public zip file 1 MB or
smaller and must contain a page named
maintenance.html at the root level of the zip
file. Other resources in the zip file, such as images or
CSS files, can follow any directory structure. This field
siteRedirectMappings
SiteRedirectMapping[]
An array of all URL redirect rules set for your site. This
siteAdmin
string
The username of the site administrator.
siteTemplate
string
The name of the Visualforce page to be used as the

site template.
siteType
siteType
Identifies whether the site is a Visualforce (Force.com

Sites) or a Site.com site.
If Salesforce Communities is enabled for your
organization, the site could also be a ChatterNetwork
(Force.com Sites) or ChatterNetworkPicasso (Site.com)
site.
This is a new field in API version 27.0.
subdomain
string
Required. Read only. The custom subdomain prefix

for the site. For example, if your site URL is
mycompany.force.com/partners,
mycompany.force.com is the subdomain.
urlPathPrefix
string
The first part of the path on the site's URL that

distinguishes this site from other sites. For example,
if your site URL is
mycompany.force.com/partners,
partners is the urlPathPrefix.
SiteRedirectMapping
SiteRedirectMapping represents a URL redirect rule on your Force.com site. For more information, see Force.com Sites URL Redirects
Field
Field Type
Description
action
SiteRedirect (enumeration of type string)
The type of the redirect. Available string

values are:
Permanent
281
Metadata Types
Field
CustomSite
Field Type
Description
Temporary
isActive
boolean
The status of the redirect: active or inactive.
source
string
The URL that you want to redirect. It must

be a relative URL, but can have any valid
extension type, such as .html or .php.
target
string
The new URL you want users to visit. It can

be a relative URL or a fully-qualified URL with
an http:// or https:// prefix.
SiteWebAddress
Represents the web address of a Force.com site.
Field
Field Type
Description
certificate
string
Although this field is visible in the Metadata

API version 36.0, its not functional and
should be left blank.
domainName
string
The domain of the website, in the form of

www.acme.com.
primary
boolean
Indicates whether this is the primary domain

(true). If false, this is not the primary
domain.

A sample XML definition of a site is shown below.
<CustomSite xmlns="http://soap.sforce.com/2006/04/metadata">
<allowHomePage>true</allowHomePage>
<allowStandardIdeasPages>true</allowStandardIdeasPages>
<allowStandardLookups>true</allowStandardLookups>
<allowStandardSearch>true</allowStandardSearch>
<authorizationRequiredPage>Unauthorized</authorizationRequiredPage>
<bandwidthExceededPage>BandwidthExceeded</bandwidthExceededPage>
<changePasswordPage>ChangePassword</changePasswordPage>
<chatterAnswersForgotPasswordConfirmPage>ChatterAnswersForgotPasswordConfirm</chatterAnswersForgotPasswordConfirmPage>
<chatterAnswersForgotPasswordPage>ChatterAnswersForgotPassword</chatterAnswersForgotPasswordPage>
<chatterAnswersHelpPage>ChatterAnswersHelp</chatterAnswersHelpPage>
282
Metadata Types
CustomTab
<chatterAnswersLoginPage>ChatterAnswersLogin</chatterAnswersLoginPage>
<chatterAnswersRegistrationPage>ChatterAnswersRegistration</chatterAnswersRegistrationPage>
<clickjackProtectionLevel>SameOriginOnly</clickjackProtectionLevel>
<customWebAddresses>
<domainName>www.testing123.com</domainName>
<primary>true</primary>
</customWebAddress>
<favoriteIcon>myFavIcon</favoriteIcon>
<fileNotFoundPage>FileNotFound</fileNotFoundPage>
<genericErrorPage>Exception</genericErrorPage>
<inMaintenancePage>InMaintenance</inMaintenancePage>
<serverIsDown>MyServerDownResource</serverIsDown>
<indexPage>UnderConstruction</indexPage>
<masterLabel>customSite</masterLabel>
<portal>Customer Portal</portal>
<requireInsecurePortalAccess>false</requireInsecurePortalAccess>
<siteAdmin>[email protected]</siteAdmin>
<siteTemplate>SiteTemplate</siteTemplate>
<subdomain>myco</subdomain>
</CustomSite>
SEE ALSO:
Portal
CustomTab
Represents a custom tab. Display custom object data or other Web content using custom tabs in Salesforce. When a tab displays a
custom object, the tab name is the same as the custom object name; for page, s-control, or URL tabs, the name is arbitrary. For more
information, see Understanding Custom Tabs in the Salesforce online help. This type extends the Metadata metadata type and inherits
its fullName field.

The file suffix is .tab. There is one file for each tab, stored in the tabs folder in the corresponding package directory.
Version
Tabs are available in API version 10.0 and later.
Fields
283
Metadata Types
CustomTab
Field Name
Field Type
Description
auraComponent
string
Indicates whether this tab is for a Lightning component (true) or not

(false). If set to true, the name of the tab matches the name of the
Lightning component.
Only one of these fields should have a value set:
auraComponent
customObject
flexiPage
page
scontrol
url
Note: auraComponent is part of the Lightning Components
(Beta) feature.
customObject
boolean
Indicates whether this tab is for a custom object (true) or not (false).
If set to true, the name of the tab matches the name of the custom
object.
auraComponent
customObject
flexiPage
page
scontrol
url
description
string
The optional description text for the tab.
flexiPage
string
The name of the Lightning Page to display in this tab.

auraComponent
customObject
flexiPage
page
scontrol
url
frameHeight
int
The height, in pixels of the tab frame. Required for s-control and page
tabs.
fullName
string
The name of the tab. The value of this field depends on the type of tab,
and the API version.
For custom object tabs, the fullName is the developer-assigned
name of the custom object (MyCustomObject__c, for example). For
284
Metadata Types
Field Name
CustomTab
Field Type
Description
custom object tabs, this name must be the same as the custom
object name, and customObject should be set to true.
For Web tabs, the fullName is the developer-assigned name of
the tab (MyWebTab, for example).
underscores. This field is inherited from the Metadata component.
hasSidebar
boolean
Indicates if the tab displays the sidebar panel.
icon
string
The optional reference to the image document for the tab if the tab is
not using one of the standard tab styles. This is a new field in API version
14.0.
label
string
This is the label of the tab, for Web tabs only.
mobileReady
boolean
Required. Indicates if the custom tab is available for Mobile Edition

motif
string
Required. The tab style for the color scheme and icon for the custom
tab. For example, 'Custom70: Handsaw, is the handsaw icon.
page
string
The name of the Visualforce page to display in this tab.

auraComponent
customObject
flexiPage
page
scontrol
url
scontrol
string
The name of the s-control to display in this tab.

auraComponent
customObject
flexiPage
page
scontrol
url
splashPageLink
string
The custom link used as the introductory splash page when users click
the tab. References a HomePageComponent.
285
Metadata Types
Dashboard
Field Name
Field Type
Description
url
string
The URL for the external web-page to embed in this tab.

auraComponent
customObject
flexiPage
page
scontrol
url
urlEncodingKey
Encoding
(enumeration of
type string)
The default encoding setting is Unicode: UTF-8. Change it if you are

passing information to a URL that requires data in a different format. This
option is available when the value URL is selected in the tab type.

The following is the definition of a tab:
<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
<description>Myriad Publishing</description>
<frameHeight>600</frameHeight>
<mobileReady>true</mobileReady>
<motif>Custom53: Bell</motif>
<url>http://www.myriadpubs.com</url>
<urlEncodingKey>UTF-8</urlEncodingKey>
</CustomTab>
SEE ALSO:
CustomApplication
Dashboard
Represents a dashboard. Dashboards are visual representations of data that allow you to see key metrics and performance at a glance.
This type extends the Metadata metadata type and inherits its fullName field. For more information, see Edit Dashboards in
Accessibility Mode in the Salesforce online help.

Dashboards are stored in the dashboards directory of the corresponding package directory. The file name matches the dashboard
title and the extension is .dashboard.
286
Metadata Types
Dashboard
Retrieving Dashboards
You cant use the wildcard (*) symbol with dashboards in package.xml. To retrieve the list of dashboards for populating
package.xml with explicit names, call listMetadata() and pass in DashboardFolder as the type. Note that
DashboardFolder is not returned as a type in describeMetadata(). Dashboard is returned from describeMetadata()
with an associated attribute of inFolder set to true. If that attribute is set to true, you can construct the type by using the component
name with the word Folder, such as DashboardFolder.
The following example shows folders in package.xml:
<types>
<members>MyDBFolder/MyDBName</members>
<name>Dashboard</name>
</types>
<types>
<members>MyDocumentFolder/MyDocumentName</members>
<name>Document</name>
</types>
<types>
<members>unfiled$public/MarketingProductInquiryResponse</members>
<members>unfiled$public/SalesNewCustomerEmail</members>
<name>EmailTemplate</name>
</types>
<types>
<members>MyReportFolder/MyReportName</members>
<name>Report</name>
</types>
</Package>
Version
Dashboard components are available in API version 14.0 and later.
Fields
Field
Field Type
Description
backgroundEndColor
string
Required. A dashboard can have a gradient color change on its

charts. This field defines the second color for the gradient and
backgroundStartColor defines the first color. If you
prefer your background to be all one color or do not want a
gradient color change, select the same color for this field and
backgroundStartColor. The color is in hexadecimal
format; for example #FF6600.
287
Metadata Types
Field
Dashboard
Field Type
Description
backgroundFadeDirection ChartBackgroundDirection
Required. The direction of the gradient color change, defined

by the backgroundStartColor and
backgroundEndColor fields. The valid values are:
diagonal
leftToRight
topToBottom
backgroundStartColor
string
Required. The starting color for the gradient color change on

the dashboard's charts. See backgroundEndColor for
more information. The color is in hexadecimal format; for
example #FF6600.
dashboardFilters
DashboardFilters[]
The list of filters in a dashboard.

dashboardGridLayout
DashboardGridLayout
Lists the included DashboardGridComponent objects, specifies

the number of dashboard columns, and sets each dashboard
rows height in pixels.
dashboardType
DashboardType (enumeration
of type string)
Determines the way visibility settings are set for a dashboard.

SpecifiedUserAll users see data at the access level
of one specific running user, specified in the
runningUser field, regardless of their own security
settings.
LoggedInUserEach logged-in user sees data
according to his or her own access level.
MyTeamUserManagers can choose to view the
dashboard from the point of view of their subordinates in
the role hierarchy. This value is available in API version 20.0
and later.
description
string
Description for the dashboard. Maximum of 255 characters.
folderName
string
Name of the folder that houses the dashboard.

fullName
string

This field specifies the folder and dashboard title; for example
folderSales/California.
288
Metadata Types
Dashboard
Field
Field Type
Description
isGridLayout
boolean
Specifies whether a dashboard uses the Lightning Experience

layout (true) or not (false).
Lightning Experience allows dashboards with more than three
columns with components that span multiple columns and
multiple rows in size.
leftSection
DashboardComponentSection Required. The left section or column of the dashboard.
middleSection
DashboardComponentSection The middle section or column of the dashboard.
rightSection
DashboardComponentSection Required. The right section or column of the dashboard.
runningUser
string
The username of the user whose role and sharing settings are
used to determine the data shown in the dashboard.
When you deploy a dashboard and the value in this field is not
defined or does not correspond to a valid user, the field is
populated with the username of the user performing the
deployment.
Regardless of their security settings, all users viewing a
dashboard see exactly the same data, because dashboards are
always run using the security settings of a particular user.
Tip: To avoid inappropriate exposure of sensitive data,
save the dashboard to a folder that is visible only to
appropriate users.
textColor
string
Required. Color of the text on each chart in the dashboard. The

color is in hexadecimal format; for example #FF6600.
title
string
Required. The dashboard title.
titleColor
string
Required. Color of the titles on each dashboard component. The

color is in hexadecimal format; for example #FF6600.
titleSize
int
Required. Size of characters in title text. For example, a value of

12 indicates 12pt text.
DashboardComponentSection
DashboardComponentSection represents one of the sections or columns in a dashboard.
Field
Field Type
Description
columnSize
DashboardComponentSize
Required. The size of the column in the dashboard. See

DashboardComponentSize for details on valid values.
components
DashboardComponent[]
The list of DashboardComponent objects in the dashboard

column.
289
Metadata Types
Dashboard
DashboardComponentSize
DashboardComponentSize is an enumeration of type string that lists different size categories. The valid values are listed in the table
below:
Enumeration Value
Description
medium
Medium component size.
narrow
Smallest component size.
wide
Largest component size.
DashboardComponent
A dashboard consists of a group of different components or elements that display data. Each component can use a custom report or a
custom s-control as their data source to display corporate metrics or key performance indicators. You can create several dashboard
components and display them all in one dashboard aligned in up to three columns.
Field
Field Type
Description
chartAxisRange
ChartRangeType (enumeration of type A manual or automatic axis range for bar or line charts.
string)
auto
manual
chartAxisRangeMax
double
The maximum axis range to be displayed. This only applies

to bar and line charts in which the manual axis range
is selected for the chartAxisRange field.
chartAxisRangeMin
double
The minimum axis range to be displayed. This only applies

to bar and line charts in which the manual axis range
is selected for the chartAxisRange field.
chartSummary
ChartSummary
Specifies the summary field for the chart data. Required

if isAutoSelectFromReport is set to false.
componentType
DashboardComponentType
Required. Dashboard component type. The valid values

are:
Bar
BarGrouped
BarStacked
BarStacked100
Column
ColumnGrouped
ColumnLine
ColumnLineGrouped
290
Metadata Types
Field
Dashboard
Field Type
Description
ColumnLineStacked
ColumnLineStacked100
ColumnStacked
ColumnStacked100
Donut
Funnel
Gauge
Line
lineCumulative
LineGrouped
lineGroupedCumulative
Metric
Pie
Scatter
ScatterGrouped
Scontrol
Table
dashboardFilterColumns DashboardFilterColumns[]
A list of dashboard filter columns. Each report-based

component must have a dashboard filter column that
defines the column that the filter applies to.
dashboardTableColumn
DashboardTableColumn[]
Represents a list of columns on a customized dashboard

table component.
displayUnits
ChartUnits (enumeration of type

string)
Chart Units. The valid values are:

Auto
Integer
Hundreds
Thousands
Millions
Billions
Trillions
drillDownUrl
string
For charts, specifies a URL that users go to when they click

the dashboard component. Use this option to send users
to another dashboard, report, record detail page, or other
system that uses a Web interface. This field overrides the
drillEnabled and drillToDetailEnabled
fields.
291
Metadata Types
Dashboard
Field
Field Type
Description
drillEnabled
boolean
Specifies whether to take users to the full or filtered source

report when they click the dashboard component. Set to
false to drill to the full source report; set to true to
drill to the source report filtered by what they clicked. If
set to true, users can click individual groups, axis values,
or legend entries.
This overrides the drillToDetailEnabled field.
drillToDetailEnabled
boolean
When enabled, users are taken to the record detail page

when they click a record name, record owner, or feed post
in a table or chart. When set to true users can click axis
and legend values, chart elements, and table entries. The
drillDownUrl and drillEnabled fields override
this field. This field is available in API version 20.0 and later.
enableHover
boolean
Specifies whether to display values, labels, and

percentages when hovering over charts. Hover details
depend on chart type. Percentages apply to pie, donut,
and funnel charts only. This field is available in API version
17.0 and later.
expandOthers
boolean
Specifies whether to combine all groups less than or equal

to 3% of the total into a single 'Others' wedge or segment.
This only applies to pie, donut, and funnel charts. Set to
true to show all values individually on the chart; set to
false to combine small groups into 'Others.' This field
footer
string
Footer displayed at the bottom of the dashboard

component. Maximum of 255 characters.
gaugeMax
double
The maximum value on a gauge. A gauge is used to see

how far you are from reaching a goal. It looks like a
speedometer in a car.
gaugeMin
double
The minimum value on a gauge.
groupingColumn
string
Specifies the field by which to group data. This data is

displayed on the X-axis for vertical column charts and on
the Y-axis for horizontal bar charts.
header
string
Header displayed at the top of the dashboard component.

Maximum of 80 characters.
indicatorBreakpoint1
double
The value that separates the indicatorLowColor

from the indicatorMiddleColor on the
dashboard.
292
Metadata Types
Dashboard
Field
Field Type
Description
indicatorBreakpoint2
double
The value that separates the

indicatorMiddleColor from the
indicatorHighColor on the dashboard.
indicatorHighColor
string
The color representing a high number range on the

gauge.
indicatorLowColor
string
The color representing a low number range on the gauge.
indicatorMiddleColor
string
The color representing a medium number range on the

gauge.
legendPosition
ChartLegendPosition (enumeration of The location of the legend with respect to the chart. The
type string)
valid values are:
Bottom
OnChart
Right
maxValuesDisplayed
int
The maximum number of elements to include in the

top-level grouping of the horizontal axis of a horizontal
chart, vertical axis of a vertical chart, or selected axis of a
stacked bar chart. For example, if you want to list only
your top five salespeople, create an opportunity report
that lists total opportunity amounts by owner and enter
5 in this field.
metricLabel
string
Descriptive label for the metric. This is relevant if metric

is the value of the componentType field.
page
string
Visualforce page associated with the component.
pageHeightInPixels
int
Display height of the Visualforce page in pixels.
report
string
Name of the report associated with the component.
scontrol
string
S-control associated with component if scontrol is

the value of the componentType field. For more
information, see Defining Custom S-Controls in the
scontrolHeightInPixels int
Display height of the s-control in pixels.
showPercentage
boolean
Indicates if percentages are displayed for regions of

gauges and wedges and segments of pie, donut, and
funnel charts (true), or not (false).
showPicturesOnCharts
boolean
Display Chatter photos for up to 20 records in a horizontal

bar chart component whose source report is grouped by
a user or group name field. If there are more than 20
records with photos, record names are shown instead of
photos. Set Grouping Display to None to show
293
Metadata Types
Field
Dashboard
Field Type
Description
photos. Set the Drill Down to option to Record
Detail Page to take users directly to user profile or
group pages when they click photos. Chatter must be
enabled for photos to be displayed. Depending on your
organization's setup, you may not see photos on tables
and charts.
showPicturesOnTables
boolean
Display Chatter photos for up to 20 records in a horizontal

bar chart component whose source report is grouped by
a user or group name field. If there are more than 20
records with photos, record names are shown instead of
photos. Set Grouping Display to None to show
photos. Set the Drill Down to option to Record
Detail Page to take users directly to user profile or
group pages when they click photos. Chatter must be
enabled for photos to be displayed. Depending on your
organization's setup, you may not see photos on tables
and charts.
showTotal
boolean
Indicates if the total of all wedges is displayed for gauges

and donut charts (true), or not (false).
showValues
boolean
Indicates if the values of individual records or groups are

displayed for charts (true), or not (false).
sortBy
DashboardComponentFilter
The sort option for the dashboard component.
title
string
The title of the dashboard component. Maximum of 40

characters.
useReportChart
boolean
Specifies whether to use the chart defined in the source

report on this dashboard component. The chart settings
in the source report determine how the chart displays in
the dashboard, and any chart settings you define for the
dashboard are overridden. If you defined a combination
chart in the source report, use this option to use that
combination chart on this dashboard.
DashboardFilters
DashboardFilters represents a filter in a dashboard.
Field
Field Type
Description
dashboardFilterOptions DashboardFilterOptions[]
name
The list of items you can select in the Filter Options

section of the Add Filter dialog.
string
Required. The filter label.
294
Metadata Types
Dashboard
DashboardFilterColumns
DashboardFilterColumns represents a filter column in a dashboard.
Field
Field Type
Description
column
string
Required. The report column code for the filter.
DashboardFilterOptions
DashboardFilterOptions represents a filter option in a dashboard.
Field
Field Type
Description
operator
DashboardFilterOperation
Required. Represents the filter operation for this filter item. Valid
values are enumerated in DashboardFilterOperation. This field
With API version 23.0, valid values are enumerated in

FilterOperation.
value
string
Required. The value in the Filter Options area of the

Add Filter dialog. This field is available in API version 23.0.
values
string[]
Required. One or more values in the Filter Options area

of the Add Filter dialog. This field is available in API version
24.0 and later.
DashboardFilterOperation
This is an enumeration of type string that lists dashboard filter operations. Valid values are:
equals
notEqual
lessThan
greaterThan
lessOrEqual
greaterOrEqual
contains
notContain
startsWith
includes
excludes
between
Note: The between operator takes two operands (for example, between MinimumValue, MaximumValue). Note also that
the minimum value is inclusive, while the maximum value is exclusive. All other dashboard filter operations take a single
operand only.
295
Metadata Types
Dashboard
DashboardTableColumn
DashboardTableColumn represents a column in a customized table component in a dashboard.
Field
Field Type
Description
aggregateType
ReportSummaryType[]
Specifies the aggregation type for the table column.
column
string
Required. The label of the column to use in the table.
showTotal
boolean
Displays the totals for each summarizable column in the

dashboard table. This field is available in API version 19.0 and
later.
sortBy
The sort option for the dashboard table component. Sort on just
one column per table.
DashboardComponentFilter is an enumeration of type string that lists the sort values for dashboard components. The valid values are:
Enumeration Value
Description
RowLabelAscending
Sorts in alphabetical order by the label.
RowLabelDescending
Sorts in reverse alphabetical order by the label.
RowValueAscending
Sorts lowest to highest by the value.
RowValueDescending
Sorts highest to lowest by the value.
DashboardGridComponent
Lightning Experience features dashboards with more than three columns and components that span multiple columns and multiple
rows in size. DashboardGridComponent specifies location and size of a given dashboard component.
Field
Field Type
Description
colSpan
int
Required. The width of the dashboard component in columns.

For example, if colSpan is 5, then the dashboard component
spans five columns.
columnIndex
int
Required. The left-most column that is occupied by the

dashboard component.
dashboardComponent
DashboardComponent
Required. The dashboard component that is being sized and

placed.
rowIndex
int
Required. The top-most row that is occupied by the dashboard

component.
296
Metadata Types
Dashboard
Field
Field Type
Description
rowSpan
int
Required. The height of the dashboard component in rows.
DashboardGridLayout
Lightning Experience features dashboards with more than three columns and components that span multiple columns and multiple
rows in size. DashboardGridLayout lists the included dashboard components, specifies the number of dashboard columns, and sets each
dashboard rows height in pixels.
Field
Field Type
Description
dashboardGridComponents DashboardGridComponent[]
List of DashboardGridComponent objects in the dashboard.
numberOfColumns
int
Required. Total number of columns in the dashboard.
rowHeight
int
Required. Height of each row in pixels.
Declarative Metadata Sample Definition Filtered Dashboard

A sample XML definition of a filtered dashboard is shown below. Note that this example is supported in API version 24.0 and later. The
file name matches the dashboard title and the extension is .dashboard.
<Dashboard xmlns="http://soap.sforce.com/2006/04/metadata">
<backgroundEndColor>#FFFFFF</backgroundEndColor>
<backgroundFadeDirection>Diagonal</backgroundFadeDirection>
<backgroundStartColor>#FFFFFF</backgroundStartColor>
<dashboardFilters>
<dashboardFilterOptions>
<operator>equals</operator>
<values>Media</values>
</dashboardFilterOptions>
<operator>lessThan</operator>
<values>Working</values>
<operator>between</operator>
<values>ABC</values>
<values>XYZ</values>
<name>Industry</name>
</dashboardFilters>
<dashboardFilters>
<values>Analyst,Partner</values>
<operator>startsWith</operator>
<values>Integrator</values>
297
Metadata Types
Dashboard
<name>Account Type</name>
</dashboardFilters>
<dashboardType>SpecifiedUser</dashboardType>
<leftSection>
<columnSize>Medium</columnSize>
<components>
<chartAxisRange>Auto</chartAxisRange>
<componentType>Bar</componentType>
<dashboardFilterColumns>
<column>INDUSTRY</column>
</dashboardFilterColumns>
<column>TYPE</column>
<displayUnits>Auto</displayUnits>
<drillEnabled>false</drillEnabled>
<drillToDetailEnabled>false</drillToDetailEnabled>
<enableHover>false</enableHover>
<expandOthers>false</expandOthers>
<legendPosition>Bottom</legendPosition>
<report>unfiled$public/SampleReportofAccounts</report>
<showPercentage>false</showPercentage>
<showPicturesOnCharts>false</showPicturesOnCharts>
<showValues>false</showValues>
<sortBy>RowLabelAscending</sortBy>
<useReportChart>false</useReportChart>
</components>
</leftSection>
<middleSection>
<components>
<componentType>Funnel</componentType>
<column>ACCOUNT_INDUSTRY</column>
<column>ACCOUNT.TYPE</column>
<report>unfiled$public/SampleReportofCases</report>
<showValues>true</showValues>
</components>
</middleSection>
<rightSection>
298
Metadata Types
Dashboard
<components>
<componentType>Column</componentType>
<column>INDUSTRY</column>
<column>ACCOUNT_TYPE</column>
<report>unfiled$public/SampleReportofOpportunities</report>
</components>
</rightSection>
<runningUser>admin@TESTORGNUM</runningUser>
<textColor>#000000</textColor>
<title>My Dashboard</title>
<titleColor>#000000</titleColor>
<titleSize>12</titleSize>
</Dashboard>
Declarative Metadata Sample Definition Unfiltered Dashboard

A sample XML definition of a dashboard is shown below. The file name matches the dashboard title and the extension is .dashboard.
<backgroundFadeDirection>LeftToRight</backgroundFadeDirection>
<description>Dashboard with all possible chart types</description>
<leftSection>
<components>
<componentType>BarStacked100</componentType>
<drillEnabled>true</drillEnabled>
<enableHover>true</enableHover>
<report>testFolder/sourceRep</report>
</components>
<components>
<componentType>Table</componentType>
<dashboardTableColumn>
299
Metadata Types
Dashboard
<column>CLOSE_DATE</column>
</dashboardTableColumn>
<aggregateType>Sum</aggregateType>
<column>AMOUNT</column>
<showTotal>true</showTotal>
<column>STAGE_NAME</column>
<column>PROBABILITY</column>
<aggregateType>Maximum</aggregateType>
<displayUnits>Integer</displayUnits>
<header>Opportunities Table</header>
<indicatorHighColor>#54C254</indicatorHighColor>
<indicatorLowColor>#C25454</indicatorLowColor>
<indicatorMiddleColor>#C2C254</indicatorMiddleColor>
<maxValuesDisplayed>10</maxValuesDisplayed>
</components>
<components>
</components>
<components>
<useReportChart>true</useReportChart>
</components>
<components>
<componentType>Funnel</componentType>
<expandOthers>true</expandOthers>
</components>
</leftSection>
300
Metadata Types
Dashboard
<middleSection>
<components>
<componentType>ColumnStacked100</componentType>
</components>
<components>
<componentType>ColumnStacked</componentType>
</components>
<components>
<componentType>ColumnStacked</componentType>
</components>
<components>
<componentType>ColumnGrouped</componentType>
</components>
<components>
</components>
</middleSection>
<rightSection>
<components>
301
Metadata Types
Dashboard
</components>
<components>
<componentType>Pie</componentType>
</components>
<components>
<componentType>LineGroupedCumulative</componentType>
</components>
<components>
<componentType>LineGrouped</componentType>
</components>
<components>
<componentType>LineCumulative</componentType>
</components>
<components>
<componentType>Donut</componentType>
</components>
</rightSection>
<runningUser>admin@TESTORGNUM</runningUser>
302
Metadata Types
Dashboard
<title>Db Title</title>
</Dashboard>
Declarative Metadata Sample Definition Lightning Experience Dashboard

with isGridLayout Equals true
A sample XML definition of a Lightning Experience dashboard with isGridLayout equals true is shown below. Note that this
example is supported in API version 35.0 and later. The file name matches the dashboard title and the extension is .dashboard.
<backgroundFadeDirection>Diagonal</backgroundFadeDirection>
<dashboardType>SpecifiedUser</dashboardType>
<gridLayout>
<dashboardGridComponents>
<colSpan>3</colSpan>
<columnIndex>0</columnIndex>
<dashboardComponent>
<autoselectColumnsFromReport>false</autoselectColumnsFromReport>
<chartSummary>
<axisBinding>y</axisBinding>
<column>RowCount</column>
</chartSummary>
<componentType>Donut</componentType>
<groupingColumn>TITLE</groupingColumn>
<report>unfiled$public/lead_rpt</report>
<showTotal>false</showTotal>
</dashboardComponent>
<rowIndex>0</rowIndex>
<rowSpan>3</rowSpan>
</dashboardGridComponents>
<chartSummary>
303
Metadata Types
Dashboard
</chartSummary>
<componentType>Pie</componentType>
<chartSummary>
</chartSummary>
<numberOfColumns>9</numberOfColumns>
<rowHeight>90</rowHeight>
</gridLayout>
<isGridLayout>true</isGridLayout>
<runningUser>[email protected]</runningUser>
<title>sfx</title>
304
Metadata Types
DataCategoryGroup
</Dashboard>
SEE ALSO:
Folder
Report
DataCategoryGroup
Represents a data category group. This type extends the Metadata metadata type and inherits its fullName field.
Warning: Using Metadata API to deploy category changes from one organization to another permanently removes categories
and record categorizations that are not specified in your XML file. Salesforce recommends that you manually create data categories
and record associations in an organization from Setup by entering Data Categories in the Quick Find box, then
selecting Data Categories rather than deploying changes from a sandbox to a production organization. For more information,
see Usage.
Data category groups are provided to:
Classify and filter data.
Share data among users.
Every data category group contains items or data categories that can be organized hierarchically.
The example below shows the Geography data category group and its data categories.
Geography
Worldwide
North America
United States of America
Canada
Mexico
Europe
Asia
Note: See "What Are Data Categories?" in the Salesforce online help for more information on data category groups, data categories,
parent and sub categories.

The file suffix is .datacategorygroup. There is one file for each data category group stored in the datacategorygroups
folder in the corresponding package directory.
Version
Data category groups are available in API version 18.0 and later.
Fields
305
Metadata Types
DataCategoryGroup
Field Name
Field Type
Description
active
boolean
Required. The status of the category group. Indicates whether this

category group is active, (true), or not active (false).
dataCategory
DataCategory
Required. The top-level category within the data category group.
description
string
The description of the data category group.
fullName
string
Required. The unique name of the data category group. When creating
a data category group, the fullName field and the file name (without
its suffix) must match.The fullName can contain only underscores
and alphanumeric characters. It must be unique, begin with a letter, not
include spaces, not end with an underscore, and not contain two
consecutive underscores. This field is inherited from the Metadata
component.
label
string
Required. Label that represents the object in Salesforce.
objectUsage
ObjectUsage
The objects that are associated with the data category group.
DataCategory
Represents an item (or data category) in the data category group. A data category can recursively contain a list of other data categories.
Field Name
Field Type
Description
dataCategory
DataCategory[]
A recursive list of sub data categories. For example, a list of countries

within a continent. You can create up to 100 categories in a data category
group and have up to 5 levels in a data category group hierarchy.
label
string
Required. Label for the data category throughout the Salesforce user
interface.
name
string
Required. The developer name of the data category used as a unique

identifier for API access. The name can only contain characters, letters,
and the underscore (_) character, must start with a letter, and cannot
end with an underscore or contain two consecutive underscore
characters.
Important: The value for this field is defined once and cannot
be changed later.
Warning: If you deploy a category group that already exists in
an organization, any category that is not defined in the XML file
is permanently removed from your organization. For more
information see Usage.
306
Metadata Types
DataCategoryGroup
ObjectUsage
Represents the objects that can be associated with the data category group. This association allows the object to be classified and filtered
using the data categories.
Field Name
Field Type
Description
object
string[]
A list of the object names that can be associated with the data category
group. Valid values are:
KnowledgeArticleVersionto associate articles. See
"Modifying Category Group Assignments in Salesforce Knowledge"
in the Salesforce online help for more information on data category
groups association to articles.
Questionto associate questions. You can associate the
Question object with at most one category group. See "Assigning
Data Categories to Answers" in the Salesforce online help for more
information on data category groups association to questions.
Warning: If you deploy a category group that already exists in
an organization, any object association that is not defined in the
XML file is permanently removed from your organization. Ensure
that your XML file specifies all the records associated with your
category group in the organization. For more information see
Usage.

This sample is the definition of the Geography data category group and its data categories:
<DataCategoryGroup xmlns="http://soap.sforce.com/2006/04/metadata">
<label>Geography</label>
<description>Geography structure of service center locations</description>
<fullName>geo</fullName>
<dataCategory> <name>WW</name> <label>Worldwide</label>
<dataCategory> <name>AMER</name> <label>North America</label>
<dataCategory>
<name>USA</name>
<label>United States of America</label>
</dataCategory>
<dataCategory>
<name>CAN</name>
<label>Canada</label>
</dataCategory>
<dataCategory>
<name>MEX</name>
<label>Mexico</label>
</dataCategory>
</dataCategory>
<dataCategory> <name>EMEA</name> <label>Europe, Middle East, Africa</label>
307
Metadata Types
DataCategoryGroup
<dataCategory>
<name>FR</name>
<label>France</label>
</dataCategory>
<dataCategory>
<name>SP</name>
<label>Spain</label>
</dataCategory>
<dataCategory>
<name>UK</name>
<label>United-Kingdom</label>
</dataCategory>
</dataCategory>
<dataCategory>
<name>APAC</name>
<label>Asia</label>
</dataCategory>
</dataCategory>
<objectUsage>
<object>KnowledgeArticleVersion </object>
<objectUsage>
</DataCategoryGroup>
Usage
When you deploy a category group XML file, Metadata API checks whether the category group exists in the target organization. If the
category group does not exist, it is created. If the category group already exists, then Metadata API:
Adds any new category or object defined in the XML file.
Deletes any category that is not defined in the XML file. Records associated with the deleted categories are re-associated with the
parent category.
Deletes any object association that is not defined in the XML file.
Moves any category if its hierarchical position differs from the position specified in the XML file.
Note: When a category moves to a new parent category, users that have no visibility on the new parent category lose their
visibility to the repositioned category.
Note: For more information about category deletion, category repositioning and its impact on record categorization and visibility
see "Deleting Data Categories" and "Modifying and Positioning Data Categories" in the Salesforce online help.
Using Metadata API to deploy category changes from one organization to another permanently removes categories and record
categorizations that are not specified in your XML file. Salesforce recommends that you manually create data categories and record
associations in an organization from Setup by entering Data Categories in the Quick Find box, then selecting Data
Categories rather than deploying changes from a sandbox to a production organization.
The following example illustrates what happens if you deploy an XML representation of a Geography data category group hierarchy
to an organization that already has this data category group defined. Note that the organization contains a US category, while the XML
file includes a USA category in the same hierarchical position. The Metadata API deployment process deletes the US category from
the organization and moves associations for any records from US to the parent AMER category. It also adds the USA category under
AMER. Note that all records that were previously categorized with US are now associated with the AMER category.
308
Metadata Types
DataCategoryGroup
The next example illustrates what can happen when you delete or move a category in a data category group and deploy its XML
representation from a sandbox to a production organization that already has this data category group defined. Hierarchy 1 shows the
initial data category group in the sandbox organization. In hierarchy 2, we add an EU category under EMEA and move FR, SP and
UK below EU. In hierarchy 3, we delete FR and associate its records with its new parent, EU. Finally, we deploy the changes from the
sandbox to the production organization.
309
Metadata Types
DelegateGroup
Metadata API has no concept of the order of the changes made to the sandbox organization. It just deploys the changes from one
organization to another. During the deployment, it first notices the deletion of the FR category and removes it from the production
organization. Consequently, it moves associations for any records from FR to its parent on the production organization, EMEA. Metadata
API then adds the EU category and moves SP and UK below it. Although the category group hierarchy looks the same in both
organizations, record categorization in production is different from the sandbox organization. The records that were originally associated
with FR in hierarchy 1 are associated with EU in the sandbox organization, but are associated with EMEA in the production organization.
DelegateGroup
Represents a group of users who have the same administrative privileges. These groups are different from public groups used for sharing.

DelegateGroup components have the suffix .delegateGroup and are stored in the delegateGroups folder. The file prefix
must match the developer name of the delegate group. For example, a delegate group with a developer name of MyDelegateGroup
would have a file name of MyDelegateGroup.delegateGroup.
Version
DelegateGroup components are available in API version 36.0 and later.

Only users with the View Setup and Configuration permission can be delegated administrators.
310
Metadata Types
DelegateGroup
Fields
Field Name
Field Type
Description
customObjects
string[]
The custom objects associated with the group. Delegated administrators

can customize nearly every aspect of each of those custom objects,
including creating a custom tab. However, they cannot create or modify
relationships on the objects or set organization-wide sharing defaults.
Delegated administrators must have access to custom objects to access
the merge fields on those objects from formulas.
groups
string[]
The groups with users assigned by delegated administrators.
label
string
Required. The delegated groups non-API name.
loginAccess
boolean
Required. Allows users in this group to log in as users in the role hierarchy
that they administer (true) or not (false). Depending on your
organization settings, individual users must grant login access to allow
their administrators to log in as them.
permissionSets
string[]
The permission sets assignable to users in specified roles and all

subordinate roles by delegated administrators.
profiles
string[]
The profiles assignable to users by delegated administrators.
roles
string[]
The roles and subordinates for which delegated administrators of the

group can create and edit users.

The following is an example of a DelegateGroup component.
<DelegateGroup xmlns="http://soap.sforce.com/2006/04/metadata">
<label>MyDelegateGroup</label>
<loginAccess>true</loginAccess>
<name>MyDelegateGroup</name>
<profiles>Chatter Free User</profiles>
<profiles>Chatter Moderator User</profiles>
<profiles>Marketing User</profiles>
<permissionSets>My Permset</permissionSets>
<roles>LesserBossMan</roles>
</DelegateGroup>

<types>
<name>DelegateGroup</name>
</types>
</Package>
311
Metadata Types
Document
Document
Represents a Document. All documents must be in a document folder, for example sampleFolder/TestDocument. This metadata
type extends the MetadataWithContent component and shares its fields.
Currently, users are not able to export document metadata to a local file system using the Force.com IDE.
Retrieving Documents
You cant use the wildcard (*) symbol with documents in package.xml. To retrieve the list of documents for populating
package.xml with explicit names, call listMetadata() and pass in DocumentFolder as the type. Note that DocumentFolder
is not returned as a type in describeMetadata(). Document is returned from describeMetadata() with an associated
attribute of inFolder set to true. If that attribute is set to true, you can construct the type by using the component name with the
word Folder, such as DocumentFolder.
<types>
</types>
<types>
</types>
<types>
</types>
<types>
<name>Report</name>
</types>
</Package>
For each document an accompanying metadata file named DocumentFilename-meta.xml is created in the document folder.
For example, for a document TestDocument.png in the sampleFolder folder, theres a TestDocument.png-meta.xml in
the documents/sampleFolder of the package.
Version
Documents are available in API version 10.0 and later.
In API version 17.0 and later, you can delete a folder containing documents moved to the Recycle Bin. When you delete the folder, any
related documents in the Recycle Bin are permanently deleted.
In API version 18.0 and later, documents do not need an extension.
312
Metadata Types
Document
Fields
Field Name
Field Type
Description
content
base64
Content of the document. Base 64-encoded binary data. Prior to making

an API call, client applications must encode the binary attachment data
as base64. Upon receiving a response, client applications must decode
the base64 data to binary. This conversion is usually handled for you by
a SOAP client. This field is inherited from the MetadataWithContent
component.
description
string
A description of the document. Enter a description to distinguish this

document from others.
fullName
string
The name of the document, including the folder name. In version 17.0
and earlier, the fullName included the document extension. In version
18.0 and later, the fullName does not include the file extension. The
fullName can contain only underscores and alphanumeric characters.
It must be unique, begin with a letter, not include spaces, not end with
an underscore, and not contain two consecutive underscores. If this field
contained characters before version 14.0 that are no longer allowed, the
characters were stripped out of this field, and the previous value of the
field was saved in the name field. This field is inherited from the Metadata
component.
internalUseOnly
boolean
Required. Indicates whether the document is confidential (true) or not

(false). This field and public are mutually exclusive; you cannot
set both to true.
keywords
string
Contains one or more words that describe the document. A check for
matches to words in this field is performed when doing a search.
name
string
The list of characters allowed in the fullName field has been reduced
for versions 14.0 and later. This field contains the value contained in the
fullName field before version 14.0. This field is only populated if the
value of the fullName field contained characters that are no longer
accepted in that field.
public
boolean
Required. Indicates whether the document is an image available for

HTML email templates and does not require a Salesforce username and
password to view in an email (true) or not (false). If the images will
be used as a custom app logo or custom tab icon, both of which require
a Salesforce username and password to view, set this field to false.
This field and internalUseOnly are mutually exclusive; you cannot
set both to true.
313
Metadata Types
EmailTemplate

The following is the definition of a document:
<Document xmlns="http://soap.sforce.com/2006/04/metadata">
<internalUseOnly>false</internalUseOnly>
<name>Q2 Campaign Analysis</name>
<public>false</public>
<description>Analyze Q2 campaign effectiveness</description>
</Document>
SEE ALSO:
Folder
EmailTemplate
Represents an email template. This metadata type extends the MetadataWithContent component and shares its fields.

The file suffix is .email for the template file. The accompanying metadata file is named EmailTemplateName-meta.xml.
EmailTemplate components are stored in the email folder in the corresponding package directory. For example, for an email template
named SampleTemplate in the sampleFolder folder, theres a SampleTemplate-meta.xml in the email/sampleFolder
of the package.
Retrieving Email Templates

You cant use the wildcard (*) symbol with email templates in package.xml. To retrieve the list of email templates for populating
package.xml with explicit names, call listMetadata() and pass in EmailTemplate as the type.
<types>
</types>
<types>
</types>
<types>
</types>
<types>
314
Metadata Types
EmailTemplate
<name>Report</name>
</types>
</Package>
Version
Email templates are available in API version 12.0 and later.
Fields
Field Name
Field Type
Description
apiVersion
double
The API version if this is a Visualforce email template. Every Visualforce email
template has an API version specified at creation. This field is available in API
attachedDocuments string[]
A list of references to documents in your organization. These documents are

included as attachments in the email template. Each document is referenced
by its path, for example MyFolder/MyDocument.txt.
attachments
Attachment[]
A list of attachments for the email template.
available
boolean
Required. Indicates whether this template is offered to users when sending an

email (true) or not (false).
content
base64Binary
Content of the email template. Base 64-encoded binary data. Prior to making
an API call, client applications must encode the binary attachment data as base64.
Upon receiving a response, client applications must decode the base64 data to
binary. This conversion is usually handled for you by a SOAP client. This field
contains:
Binary content of the email body if type is set to text
HTML email content if type is set to html
HTML body if type is set to custom
Visualforce body if type is set to visualforce
This field is inherited from the MetadataWithContent component.
description
string
The email template description. This can be useful to describe the reason for
creating the template.
encodingKey
Encoding (enumeration
of type string)
Required. The default encoding setting is Unicode: UTF-8. Change it if your

template requires data in a different format.
ISO-8859-1General US & Western Europe (ISO-88591, ISO-LATIN-1)
315
Metadata Types
Field Name
EmailTemplate
Field Type
Description
ks_c_5601-1987Korean (ks_c_5601-1987)
fullName
string
The email template developer name used as a unique identifier for API access.
The fullName can contain only underscores and alphanumeric characters.
It must be unique, begin with a letter, not include spaces, not end with an
underscore, and not contain two consecutive underscores. If this field contained
characters before version 14.0 that are no longer allowed, the characters were
stripped out of this field, and the previous value of the field was saved in the
name field. This field is inherited from the Metadata component.
letterhead
string
The letterhead name associated with this email template. Only available when
type is set to html.
name
string
Required. Email template name. The list of characters allowed in the fullName
field has been reduced for versions 14.0 and later. This field contains the value
contained in the fullName field before version 14.0.
packageVersions
PackageVersion[]
The list of package versions for any managed packages containing components
that are referenced by this email template. This field is only relevant for Visualforce
email templates.
style
EmailTemplateStyle
string)
Required. The style of the template. This field is only available when type is set
to html.
Valid style values include:
none
freeForm
formalLetter
promotionRight
promotionLeft
newsletter
products
subject
string
The email subject.
textOnly
string
The text of the email body if type is set to html or custom.
316
Metadata Types
EmailTemplate
Field Name
Field Type
Description
type
EmailTemplateType
string)
Required. The email template type.

text -all users can create or change text email templates.
html - administrators and users with the Edit HTML Templates permission
can create HTML email templates based on a letterhead.
custom - administrators and users with the Edit HTML Templates
permission can create custom HTML email templates without using a
letterhead. You must either know HTML or obtain the HTML code to insert
in your email template.
visualforce - administrators and users with the Customize Application
permission can create email templates using Visualforce.
Attachment
Attachment represents an email attachment.
Field
Field Type
Description
content
base64Binary
Required. The attachment content. Base 64-encoded binary

data. Prior to making an API call, client applications must encode
the binary attachment data as base64. Upon receiving a
response, client applications must decode the base64 data to
binary. This conversion is usually handled for you by a SOAP
client.
name
string
Required. The attachment file name.

A sample XML definition of an email template is shown below.
<EmailTemplate xmlns="http://soap.sforce.com/2006/04/metadata">
<available>true</available>
<description>Sample Email Template</description>
<encodingKey>ISO-8859-1</encodingKey>
<name>Sample Email Template</name>
<style>none</style>
<subject>Sample email subject</subject>
<textOnly>Your case has been resolved.</textOnly>
<type>custom</type>
</EmailTemplate>
SEE ALSO:
Letterhead
317
Metadata Types
EntitlementProcess
EntitlementProcess
Represents the settings for an entitlement process. This type extends the Metadata metadata type and inherits its fullName field.

Entitlement process values are stored in files in the entitlementProcesses directory. Each file has the name of a process and
the suffix .entitlementProcess. Each file contains one entitlement process or, if entitlement versioning is enabled, one version
of an entitlement process. The name of the file is the name of the entitlement process with the version appended to the end, if applicable
(for example, an entitlement process named gold_support might have the file name gold_support_v2.entitlementProcess). This file
name corresponds to the slaProcess.NameNorm field exposed through the SOAP API. This file name is distinct from the name
field, which represents what displays in the user interface and, if versioning is enabled, might be shared among multiple versions of the
same entitlement process.
Version
Entitlement processes are available in API version 27.0 and later.
Fields
Field Name
Field Type
Description
active
boolean
Indicates whether the entitlement process is active

businessHours
string
The business hours that apply to the entitlement process.

description
string
The description of the entitlement process.
entryStartDateField
string
For milestone processes on which a case enters the

process based on a custom date/time field on the case,
specifies which date and time are used. Valid values are:
SlaStartDate (entitlement process start date)
CreatedDate (date case was opened)
ClosedDate (date case was closed)
LastModifiedDate (date case was last modified)
StopStartDate (date case was stopped)
exitCriteriaBooleanFilter string
For milestone processes on which a case exits the process

when custom criteria are met, and for which filter logic
is added, specifies that logic.
exitCriteriaFilterItems FilterItem[]

when custom criteria are met, specifies those criteria.
318
Metadata Types
EntitlementProcess
Field Name
Field Type
Description
exitCriteriaFormula
string

when a custom formula evaluates to true, specifies that
formula.
isVersionDefault
boolean
Indicates whether the entitlement process is the default

version (true) or not (false).
milestones
EntitlementProcessMilestoneItem[]
Represents a milestone on the entitlement process.
name
string
The name of the entitlement process as it displays in the

user interface.
versionMaster
string
Identifies the sequence of versions to which this

entitlement process belongs. This fields contents can be
any value as long as it is identical among all versions of
the entitlement process.
versionNotes
string
The description of the entitlement process version.

versionNumber
int
The version number of the entitlement process. Must be

1 or greater.
EntitlementProcessMilestoneItem
Represents a milestone item on an entitlement process.
Fields
Field Name
Field Type
Description
businessHours
string
The business hours that apply to the milestone.

criteriaBooleanFilter
string
For milestones that apply only when criteria are met

and for which filter logic is added, specifies that logic.
milestoneCriteriaFilterItems FilterItem[]
For milestones that apply only when criteria are met,

specifies those criteria.
milestoneCriteriaFormula string
For milestones that apply only when a formula

evaluates to true, specifies that formula.
milestoneName
string
The name of the milestone.
319
Metadata Types
EntitlementProcess
Field Name
Field Type
Description
minutesCustomClass
string
The name of the Apex class that is used to calculate

the trigger time. This field is available in API version
30.0 and later.
minutesToComplete
int
The number of minutes from when the case enters the

entitlement process that the milestone occurs.
successActions
The actions triggered when the milestone is completed.
timeTriggers
EntitlementProcessMilestoneTimeTrigger[] The time triggers on an entitlement process milestone.
useCriteriaStartTime
boolean
When the milestone starts: when the milestone criteria

are met (true) or when the case enters the entitlement
process (false).
EntitlementProcessMilestoneTimeTrigger
Represents the time trigger on an entitlement process milestone.
Fields
Field Name
Field Type
actions
WorkflowActionReference[] The actions to take when the time trigger is reached, if, at that time,
the milestone is not completed.
timeLength
int
workflowTimeTriggerUnit MilestoneTimeUnits
string)
Description
The length of time between the time trigger activation and the
milestone target completion date. This may be a negative or positive
value. Negative values indicate that the target completion date has
not yet arrived and correspond to warning time triggers. Positive
values indicate that the target completion date has passed and
correspond to violation time triggers.
Specifies the type of unit used to determine when a workflow should
be triggered. Valid values are:
Minutes
Hours
Days

This is a sample entitlement process.
<EntitlementProcess xmlns="http://soap.sforce.com/2006/04/metadata">
<description>eppersone</description>
320
Metadata Types
EntitlementProcess
<entryStartDateField>SlaStartDate</entryStartDateField>
<exitCriteriaBooleanFilter>1 OR 2</exitCriteriaBooleanFilter>
<exitCriteriaFilterItems>
<field>Case.IsClosed</field>
<value>true</value>
</exitCriteriaFilterItems>
<exitCriteriaFilterItems>
<operation>startsWith</operation>
<value>foo</value>
</exitCriteriaFilterItems>
<milestones>
<milestoneName>m1</milestoneName>
<minutesToComplete>1</minutesToComplete>
<successActions>
<name>emailBob</name>
<type>Alert</type>
</successActions>
<timeTriggers>
<actions>
<name>emailAlice</name>
<type>Alert</type>
</actions>
<actions>
<name>setEscalateToTrue</name>
</actions>
<timeLength>1</timeLength>
<workflowTimeTriggerUnit>Minutes</workflowTimeTriggerUnit>
</timeTriggers>
<timeTriggers>
<actions>
<name>setStopToTrue</name>
</actions>
<timeLength>2</timeLength>
<workflowTimeTriggerUnit>Minutes</workflowTimeTriggerUnit>
</timeTriggers>
<useCriteriaStartTime>false</useCriteriaStartTime>
</milestones>
<milestones>
<milestoneCriteriaFilterItems>
<field>Case.Priority</field>
<value>High</value>
</milestoneCriteriaFilterItems>
<milestoneName>m2</milestoneName>
<minutesToComplete>120</minutesToComplete>
<useCriteriaStartTime>true</useCriteriaStartTime>
<successActions>
<name>emailBob</name>
<type>Alert</type>
</successActions>
321
Metadata Types
EntitlementTemplate
</milestones>
</EntitlementProcess>
EntitlementTemplate
Represents an entitlement template. Entitlement templates are predefined terms of customer support that you can quickly add to
products. For example, you can create entitlement templates for Web or phone support so that users can easily add entitlements to
products offered to customers. EntitlementTemplate extends the Metadata metadata type and inherits its fullName field.

EntitlementTemplate components are stored in the entitlementTemplates directory of the corresponding package directory.
The file name matches the unique name of the entitlement template, and the extension is .entitlementTemplate.
Version
Force.com EntitlementTemplate components are available in API version 18.0 and higher.
Fields
Field
Field Type
Description
businessHours
string
The entitlement's supported business hours.
casesPerEntitlement
int
Lets you limit the number of cases the entitlement supports.
entitlementProcess
string
The entitlement process associated with the entitlement.
isPerIncident
boolean
true if entitlements created from this template service a

limited number of cases; false otherwise.
term
int
The number of days the entitlement is in effect.
type
string
The type of entitlement, such as Web or phone support.

A sample XML definition of an entitlement template is shown below.
<EntitlementTemplate xmlns="http://soap.sforce.com/2006/04/metadata">
<businessHours>AlternateBusinessHours</businessHours>
<casesPerEntitlement>12</casesPerEntitlement>
<entitlementProcess>Process1</entitlementProcess>
<isPerIncident>true</isPerIncident>
<term>33</term>
<type>Phone Support</type>
</EntitlementTemplate>
322
Metadata Types
EscalationRules
EscalationRules
Represents case escalation rules to escalate cases automatically if they are not resolved within a certain period of time. You can access
rules metadata for all applicable objects, for a specific object, or for a specific rule on a specific object. The package.xml syntax for
accessing all escalation rules for all objects is:
<types>
<name>EscalationRules</name>
</types>
All rules for a specific object uses a similar syntax without the wildcard. For example, all escalation rules for the Case object would use
this syntax:
<types>
<name>EscalationRules</name>
</types>
You can also access specific escalation rules for an object. The following example only accesses the samplerule and newrule escalation
rules on the Case object. Notice that for this example the type name syntax is EscalationRule and not EscalationRules.
<types>
<name>EscalationRule</name>
</types>

EscalationRules for an object have the suffix .escalationRules and are stored in the escalationRules folder. For example,
all Case escalation rules are stored in the Case.escalationRules file.
Version
EscalationRules components are available in API version 27.0 and later.
Fields
Field Name
Field Type
Description
escalationRule
EscalationRule[]
Represents one escalation rule and specifies whether it is active or

not. Escalation rules are processed in the order they appear in the
EscalationRules container.
323
Metadata Types
EscalationRules
EscalationRule
Field Name
Field Type
Description
active
boolean
Indicates whether the escalation rule is active (true) or

not (false).
fullname
string

RuleEntry[]
Contains the definitions of the rule entries in the escalation

rule.
Field Name
Field Type
Description
booleanFilter
string
businessHours
string
The hours at which escalation actions are performed. Specify

only if businessHoursSource is set to Static.
businessHoursSource
BusinessHoursSourceType Valid values are:
ruleEntry
RuleEntry
None
Case
Static
criteriaItems
FilterItem
disableEscalationWhenModified boolean
Indicates whether the escalation is disabled when the

record is modified true) or not (false).
escalationAction
EscalationAction[] on The actions to perform when the escalation criteria are met.
page 325
escalationStartTime
EscalationStartTimeType Indicates the start time for the escalation. Valid values are:
CaseCreation
CaseLastModified
formula
string

324
Metadata Types
EscalationRules
EscalationAction
Describes the action to take for an escalation rule.
Field Name
Field Type
Description
assignedTo
string
The name of the user or queue the item is assigned to.
assignedToTemplate
string

automatically sent to the new owner specified by the
escalation rule.
assignedToType
AssignToLookupValueType Valid values are:
User
Queue
minutesToEscalation
int
The number of minutes until the escalation occurs.
notifyCaseOwner
boolean
Indicates that the owner of the case is notified when the

case is escalated true) or not (false).
notifyEmail
string
Specifies the email address of the user to notify.
notifyTo
string
Specifies the user to notify.
notifyToTemplate
string
Specifies the template to user for the notification email.

The following is an example EscalationRules component:
<EscalationRules xmlns="http://soap.sforce.com/2006/04/metadata">
<escalationRule>
<fullName>samplerule</fullName>
<ruleEntry>
<businessHours>test</businessHours>
<businessHoursSource>Static</businessHoursSource>
<criteriaItems>
<value>test</value>
</criteriaItems>
<escalationAction>
<assignedToTemplate>emailtemplatename</assignedToTemplate>
<minutesToEscalation>1440</minutesToEscalation>
<notifyCaseOwner>false</notifyCaseOwner>
</escalationAction>
<escalationStartTime>CaseLastModified</escalationStartTime>
</ruleEntry>
325
Metadata Types
ExternalDataSource
</escalationRule>
</EscalationRules>
ExternalDataSource
Represents the metadata associated with an external data source. Create external data sources to manage connection details for
integration with data and content that are stored outside your Salesforce org.

ExternalDataSource components are stored in the dataSources directory of the corresponding package directory. ExternalDataSource
components have the suffix .dataSource, and the prefix is the name of the external data source.
Version
ExternalDataSource components are available in API version 28.0 and later.
Fields
Field Name
Field Type
Description
authProvider
string
The authentication provider that is represented by the AuthProvider

component.
certificate
string
If you specify a certificate, your Salesforce org supplies it when

establishing each two-way SSL connection with the external system.
The certificate is used for digital signatures, which verify that requests
are coming from your Salesforce org.
customConfiguration
string
A string of configuration parameters that are specific to the external data

sources type.
customConfiguration for Lightning ConnectSalesforce Adapter
customConfiguration for Lightning ConnectOData 2.0 or 4.0
Adapter
customConfiguration for Lightning ConnectCustom Adapter
endpoint
string
The URL of the external system, or if that URL is defined in a named

credential, the named credential URL. A named credential URL contains
the scheme callout:, the name of the named credential, and an
optional path. For example:
callout:My_Named_Credential/some_path.
Corresponds to URL in the user interface.
isWritable
boolean
Allows users to create, update, or delete external object records for this
data source from within Salesforce. By default, external objects are
326
Metadata Types
Field Name
ExternalDataSource
Field Type
Description
read-only. Corresponds to Allow Create, Edit, and
Delete in the user interface.
Writable external objects arent supported with the Salesforce adapter
for Lightning Connect.
label
string
A user-friendly name for the external data source. The label is displayed
in the Salesforce user interface, such as in list views.
Examples include Acme Team Marketing Site, or Acme SharePoint.
oauthRefreshToken
string
The OAuth refresh token. Used to obtain a new access token for an end
user when a token expires.
oauthScope
string
Specifies the scope of permissions to request for the access token.

Corresponds to Scope in the user interface.
oauthToken
string
The access token issued by the external system.
password
string
The password to be used by your org to access the external system.

Ensure that the credentials you use have adequate privileges to access
the external system, perform searches, return data, and return information
about the external systems metadata.
principalType
External
Determines whether you're using one set or multiple sets of credentials
PrincipalType to access the external system. Corresponds to Identity Type in
(enumeration of
type string)
the user interface. The valid values are:

Anonymous
PerUser
NamedUser
protocol
Authentication The authentication protocol thats required to access the external system.
Protocol
(enumeration of
type string)
NoAuthentication
Oauth
Password
For cloud-based Files Connect external systems, select Oauth 2.0. For
on-premises systems, select Password Authentication.
For Simple URL data sources, select No Authentication.
repository
string
type
ExternalData For Lightning Connect, specifies the adapter that connects to the external
system. The valid values are:
SourceType
(enumeration of
type string)
Used for SharePoint Online. If metadata is not accessible, use this field
to create tables and default table fields.
ODataOData 2.0 adapter

OData4OData 4.0 adapter
SfdcOrgSalesforce adapter
327
Metadata Types
Field Name
ExternalDataSource
Field Type
Description
ApexClassIdDataSource.Provider class that defines
the custom adapter created via the Apex Connector Framework
For Files Connect, specifies the data source type. The valid values are:
ContentHubSharepointSharePoint 2010 or 2013
ContentHubSharepointOffice365SharePoint Online
ContentHubSharepointOneDriveOneDrive for Business
ContentHubGDriveGoogle Drive
If Chatter is enabled, you can also specify SimpleURL to access data
hosted on a web server that doesnt require authentication.
The Identity and Wrapper types are reserved for future use.
username
string
The username to be used by your org to access the external system.

Ensure that the credentials you use have adequate privileges to access
the external system, perform searches, return data, and return information
about the external systems metadata.
version
string
customConfiguration
for Lightning ConnectSalesforce Adapter
The following sample JSON-encoded configuration string defines parameters that apply when the external data sources type is set
to SfdcOrg.
{"apiVersion":"32.0","environment":"CUSTOM",
"searchEnabled":"true","timeout":"120"}
The parameters correspond to these fields in the user interface:

apiVersionAPI Version
environmentConnect to
searchEnabledInclude in Salesforce Searches
timeoutConnection Timeout
customConfiguration
for Lightning ConnectOData 2.0 or 4.0 Adapter
The following JSON-encoded configuration string defines parameters that apply when the external data sources type is set to OData
or OData4.
{"inlineCountEnabled":"true","csrfTokenName":"X-CSRF-Token",
"requestCompression":"false","pagination":"CLIENT",
"noIdMapping":"false","format":"ATOM",
"searchFunc":"","compatibility":"DEFAULT",
"csrfTokenEnabled":"true","timeout":"120",
"searchEnabled":"true"}
The parameters correspond to these fields in the user interface.
328
Metadata Types
FlexiPage
compatibilitySpecial Compatibility
csrfTokenEnabledCSRF Protection
csrfTokenNameAnti-CSRF Token Name
formatFormat
inlineCountEnabledRequest Row Counts
noIdMappingHigh Data Volume
paginationServer Driven Pagination
requestCompressionCompress Requests
searchEnabledInclude in Salesforce Searches
searchFuncCustom Query Option for Salesforce Search
timeoutConnection Timeout
customConfiguration
for Lightning ConnectCustom Adapter
The following sample JSON-encoded configuration string defines the parameter that applies when the external data sources type is
set to the ID of a DataSource.Provider class.
{"noIdMapping":"false"}
The noIdMapping parameter corresponds to the High Data Volume field in the user interface.

The following is the definition of an external data source for Lightning ConnectOData 2.0 or 4.0 adapter.
<ExternalDataSource xmlns="http://soap.sforce.com/2006/04/metadata">
<authProvider>FacebookAuth</authProvider>
<customConfiguration>{"compatibility":"DEFAULT",
"noIdMapping":"false","inlineCountEnabled":"true",
"searchEnabled":"true","format":"ATOM",
"requestCompression":"false","pagination":"SERVER",
"timeout":"120"}</customConfiguration>
<endpoint>http://myappname.herokuapp.com/DataHub.svc</endpoint>
<label>DataHub</label>
<principalType>NamedUser</principalType>
<protocol>Oauth</protocol>
<type>OData</type>
</ExternalDataSource>
FlexiPage
Represents the metadata associated with a Lightning Page. A Lightning Page is the home page for an app that appears as a menu item
in the Salesforce1 navigation menu. This type extends the Metadata metadata type and inherits its fullName field.
Note: These app pages are known as FlexiPages in the API, but are referred to as Lightning Pages in the rest of the Salesforce
documentation and UI.
For more information on Lightning Pages, see the Salesforce Help.
329
Metadata Types
FlexiPage
Note: The FlexiPage component is supported only in Salesforce1. For more information about Salesforce1, see the Salesforce
Help.

FlexiPage components have the suffix .flexipage and are stored in the flexipages folder.
Version
FlexiPage components are available in API version 29.0 and later.
Fields
Field Name
Field Type
Description
description
string
The optional description text of the Lightning Page.
flexiPageRegions
FlexiPageRegion[]
Required. The list of regions of a page.
masterLabel
string
Required. The label for this FlexiPage, which displays in Setup.
pageTemplate
string
Required. The template associated with the FlexiPage.

This field is available in API version 33.0 or later.
parentFlexiPage
string
This field is reserved for future use.

platformActionList
PlatformActionList
The list of actions, and their order, that display in the

Salesforce1 action bar for the Lightning Page.
quickActionList
QuickActionList
The list of quick actions associated with the Lightning Page.
sobjectType
string

type
FlexiPageType (enumeration Required. The type of a page. In API version 32.0, this field can
of type string)
only have a value of AppPage.
Valid values are:
AppPageA Lightning Page used as the home page
for a custom app.
330
Metadata Types
FlexiPage
FlexiPageRegion
FlexiPage Region represents the properties of a region of a page. A region can contain a record list component or a recent items
component that can be scoped to a set of entities.
Field Name
Field Type
Description
appendable
RegionFlagStatus

Valid values are:
disabled
enabled
componentInstances
ComponentInstance[]
Properties and name of the component instance.
mode
FlexiPageRegionMode

Valid values are:
Append
Prepend
Replace
name
string
Required. Unique name of the FlexiPage region.
prependable
RegionFlagStatus

Valid values are:
disabled
enabled
replaceable
RegionFlagStatus

Valid values are:
disabled
enabled
type
FlexiPageRegionType
Required. The type of FlexiPage region.

Valid values are:
Facet
Region
331
Metadata Types
FlexiPage
ComponentInstance
Instance of a component in a page, such as a filter list.
Field Name
Field Type
Description
componentInstanceProperties ComponentInstanceProperty[]
componentName
The value of a single property in a component instance.

A component instance can have no properties.
string
Required. The name of a single instance of a

component.
ComponentInstanceProperty
Value of a single property in a component instance.
Field Name
Field Type
Description
name
string
Name of the property, unique within the component instance.
value
string
Reference or value of the property.
When you give a standard label to a tab in a Tabs componentsuch as Activity, Collaborate, or Detailsand when the name field is
set to title, the value field uses a system-defined value instead of the label.
Standard.Tab.activity
Standard.Tab.collaborate
Standard.Tab.detail
Standard.Tab.feed
Standard.Tab.preview
Standard.Tab.relatedLists
For example, lets say you have a Lightning Page that contains a tab with the standard label Activity. If you query the definition that
page, you see the system-defined name of the tab, not the label, in value.
<componentInstances>
<componentInstanceProperties>
<name>title</name>
<value>Standard.Tab.activity</value>
</componentInstanceProperties>
<componentName>flexipage:tab</componentName>
</componentInstances>
PlatformActionList
PlatformActionList represents the list of actions, and their order, that display in the Salesforce1 action bar for the layout. Available in API
332
Metadata Types
FlexiPage
Field Name
Field Type
Description
actionListContext
PlatformActionListContext Required. The context of the action list. Valid values are:
(enumeration of
BannerPhoto
type string)
Chatter
Dockable
FeedElement
FlexiPage
Global
ListView
ListViewDefinition
ListViewRecord
Lookup
MruList
MruRow
ObjectHomeChart
Photo
Record
RecordEdit
RelatedList
RelatedListRecord
platformActionListItems
PlatformActionListItem[] The actions in the PlatformActionList.
relatedSourceEntity
string
When the ActionListContext is RelatedList or RelatedListRecord,

this field represents the API name of the related list to which the action
belongs.
PlatformActionListItem
PlatformActionListItem represents an action in the PlatformActionList. Available in API version 34.0 and later.
Field Name
Field Type
Description
actionName
string
The API name for the action in the list.
actionType
PlatformActionType The type of action. Valid values are:

(enumeration of type ActionLinkAn indicator on a feed element that targets an API, a
string)
web page, or a file, represented by a button in the Salesforce Chatter feed
UI.
CustomButtonWhen clicked, opens a URL or a Visualforce page in
a window or executes JavaScript.
InvocableAction
333
Metadata Types
Field Name
FlexiPage
Field Type
Description
ProductivityActionProductivity actions are predefined by
Salesforce and are attached to a limited set of objects. You cant edit or
delete productivity actions.
QuickActionA global or object-specific action.
StandardButtonA predefined Salesforce button such as New, Edit,
and Delete.
sortOrder
int
The placement of the action in the list.
subtype
string
The subtype of the action. For quick actions, the subtype is

QuickActionType. For custom buttons, the subtype is
WebLinkTypeEnum. For action links, subtypes are Api, ApiAsync,
Download, and Ui. Standard buttons and productivity actions have no
subtype.

Heres a sample XML FlexiPage component definition for a travel app that tracks the users trips, expense reports, and other relevant
data:
<FlexiPage xmlns="http://soap.sforce.com/2006/04/metadata">
<flexiPageRegions>
<description>Page to view recent trips</description>
<name>entityName</name>
<value>Trips__c</value>
<name>filterName</name>
<value>My_Trips</value>
<componentName>flexipage:filterListCard</componentName>
<name>entityName</name>
<value>Expense_Report__c</value>
<name>filterName</name>
<value>My_Reports</value>
<componentName>flexipage:filterListCard</componentName>
<name>entityNames</name>
<value>["User","Trips__c","Expense__c","Receipt__c"]</value>
334
Metadata Types
Flow
<componentName>flexipage:recentItems</componentName>
<name>main</name>
</flexiPageRegions>
<masterLabel>My Travel, Inc.</masterLabel>
<quickActionList>
<quickActionListItems>
<quickActionName>customAction1</quickActionName>
</quickActionListItems>
<quickActionName>customAction2</quickActionName>
</quickActionList>
</FlexiPage>
And, heres the sample package.xml file that references the FlexiPage component definition:
<fullName>Travel, Inc.</fullName>
<types>
<members>TravelIncFlexiPage</members>
</types>
<types>
<members>TravelIncFlexiPage</members>
<name>FlexiPage</name>
</types>
<types>
<members>TravelIncQuickActions</members>
<name>QuickAction</name>
</types>
</Package>
Flow
Represents the metadata associated with a flow. With Flow, you can create an application that navigates users through a series of screens
to query and update records in the database. You can also execute logic and provide branching capability based on user input to build
dynamic applications. For information about the corresponding UI-based flow building tool, see Cloud Flow Designer in the Salesforce
Help.
When using the file-based Metadata API to work with flows, consider that:
You cant use Metadata API to access a flow installed from a managed package.
Flow filenames shouldnt contain spaces, which can cause errors at deployment. Heading and trailing spaces are allowed, but are
trimmed during deployment.
You cant overwrite an active flow or one that was once active when deploying a flow using Metadata API.
You can create a new version of a flow by giving the file a new version number and deploying it.
335
Metadata Types
Flow

Flows are stored in the Flow directory of the corresponding package directory. The file name matches the flows unique full name,
and the extension is .flow.
Version
The flow Metadata API is available in API version 24.0 and later.
Flow
This metadata type represents a valid definition of a flow. This type extends the Metadata metadata type and inherits its fullName
field.
Field Name
Field Type
Description
actionCalls
FlowActionCall[]
An array of nodes that define calls to actions. This field is available

apexPluginCalls
FlowApexPluginCall[]
An array of nodes that define calls to Apex plug-ins.
assignments
FlowAssignment[]
An array of assignment nodes.
choices
FlowChoice[]
An array of static choice options.
constants
FlowConstant[]
An array of constants.
decisions
FlowDecision[]
An array of decision nodes.
description
string
Description of the flow.
dynamicChoiceSets
FlowDynamicChoiceSet[]
An array that constructs a set of choice options based on a

database lookup.
formulas
FlowFormula[]
An array of formulas.
fullName
string
Required; inherited from the Metadata component. Name of

the file in Metadata API.
The fullName consists of two parts, separated by a hyphen:
Unique name for the flow that contains only underscores
and alphanumeric characters. It must be unique across the
organization, begin with a letter, not include spaces, not
end with an underscore, and not contain two consecutive
underscores.
Version number for the flow.
For example, sampleFlow-3 specifies version 3 of the flow
whose unique name is sampleFlow.
336
Metadata Types
Flow
Field Name
Field Type
Description
interviewLabel
string
Label for the interview. This label helps users and administrators
differentiate interviews from the same flow.
In the user interface, this label appears in the Paused Flow
Interviews component on the users Home tab and in the Paused
and Waiting Interviews list on the flow management page.
label
string
Required. Label for the flow.
loops
FlowLoop[]
An array of nodes for iterating through collections. This field is

processMetadataValues
FlowMetadataValue[]
Metadata values for the flow.

processType
FlowProcessType (enumeration The type of the flow, as determined by the active version (or
of type string)
latest version, if theres no active version). Valid values are:
AutoLaunchedFlowA flow that doesnt require user
interaction
FlowA flow that requires user interaction because it
contains one or more screens, choices, or dynamic choices
These values are reserved for future use.
ActionPlan
JourneyBuilderIntegration
LoginFlow
Workflow
UserProvisioningFlow
Across versions, you can change the type from Flow to
AutoLaunchedFlow or vice versa.
recordCreates
FlowRecordCreate[]
An array of nodes for creating records in the database.
recordDeletes
FlowRecordDelete[]
An array of nodes for deleting records in the database.
recordLookups
FlowRecordLookup[]
An array of nodes for looking up records in the database.
recordUpdates
FlowRecordUpdate[]
An array of nodes for updating records in the database.
screens
FlowScreen[]
An array of screen nodes.
startElementReference
string
Specifies which node or element is the starting point in the flow.
steps
FlowStep[]
An array of step nodes.
subflows
FlowSubflow[]
An array of subflows. This field is available in API version 25.0

and later.
textTemplates
FlowTextTemplate[]
An array of text templates.
337
Metadata Types
Flow
Field Name
Field Type
Description
variables
FlowVariable[]
An array of variable definitions.
waits
FlowWait[]
An array of wait nodes. This field is available in API version 32.0

and later.
FlowActionCall
Defines a call to an action from the flow. It extends FlowNode.
Field Name
Field Type
Description
actionName
string
Required. Name for the action. Must be unique across

actions with the same actionType.
actionType
InvocableActionType (enumeration of type Required. The action type. Valid values are:
string)
apexinvokes an Apex method that has the
@invocableMethod annotation
chatterPostposts to Chatter
contentWorkspaceEnableFoldersenables
folders in a library
emailAlertsends an email by referencing a
workflow email alert
emailSimplesends an email by using flow
resources
quickActioninvokes a QuickAction
submitsubmits a record for approval
These values are reserved for future use.
flow
thanks
metricRefresh
connector
FlowConnector
Specifies which node to execute after this action call.
faultConnector
FlowConnector
Specifies which node to execute if the action call results in

an error.
inputParameters
FlowActionCallInputParameter[]
An array of input parameters from the flow to the action.
outputParameters
FlowActionCallOutputParameter[]
An array of output parameters from the action to the flow.
FlowActionCallInputParameter
Defines an input parameter from the flow to the action. It extends FlowBaseElement and inherits all of its fields. Available in API version
31.0 and later.
338
Metadata Types
Flow
Field Name
Field Type
Description
name
string
Required. Unique name for the input parameter.
value
FlowElementReferenceOrValue
Defines the value of the input parameter.
FlowActionCallOutputParameter
Defines an output parameter from the action to the flow. It extends FlowBaseElement and inherits all of its fields. Available in API version
31.0 and later.
Field Name
Field Type
Description
assignToReference
string
Required. Specifies the variable to which you want to assign the

output parameter value.
name
string
Required. Unique name for the output parameter.
FlowApexPluginCall
Defines a call to an Apex plug-in from the flow. It extends FlowNode and inherits all of its fields.
Field Name
Field Type
Description
apexClass
string
Required. The name of the Apex class.
connector
FlowConnector
Specifies which node to execute after this Apex plug-in call.
faultConnector
FlowConnector
Specifies which node to execute if the Apex plug-in call

results in an error.
inputParameters
FlowApexPluginCallInputParameter[]
An array of input parameters from the flow to the Apex

plug-in.
outputParameters
FlowApexPluginCallOutputParameter[]
An array of output parameters from the Apex plug-in to the

flow.
FlowApexPluginCallInputParameter
Defines an input parameter from the flow to the Apex plug-in. It extends FlowBaseElement and inherits all of its fields.
Field Name
Field Type
Description
name
string
Required. Unique name for the input parameter.
value
FlowApexPluginCallOutputParameter
Defines an output parameter from the Apex plug-in to the flow. It extends FlowBaseElement and inherits all of its fields.
339
Metadata Types
Flow
Field Name
Field Type
Description
assignToReference
string
Required. Specifies the variable to which you want to assign the

output parameter value.
name
string
Required. Unique name for the output parameter.
FlowAssignment
Defines an assignment node that can dynamically change the value of a variable in the flow. It extends FlowNode and inherits all of its
fields.
Field Name
Field Type
Description
assignmentItems
FlowAssignmentItem[]
An array of assignment operations that is executed in the given

order, starting from the index 0.
connector
FlowConnector
Specifies which node to execute after this assignment node.
FlowAssignmentItem
Defines an operation to apply to a variable. It extends FlowBaseElement and inherits all of its fields.
Field Name
Field Type
Description
assignToReference
string
Required. Reference to the variable to which you want to

apply the specified operator.
operator
FlowAssignmentOperator
Required. Operation to apply to the variable reference in

the assignToReference field. Valid values are:
Assignassigns the specified value to the variable in
the assignToReference field.
Addadds the specified value to the variable in the
assignToReference field.
AddItemadds the specified value as a new item to
the variable in the assignToReference field. Supported
for only variables that have a data type of Multipicklist.
This operator automatically adds the semi-colon
required to mark a value as a separate item. This
operator is available in API version 34.0 and later.
Subtractsubtracts the specified value from the
variable in the assignToReference field.
value
340
Defines the value that you want the operator to apply to

the variable reference in the assignToReference field.
Metadata Types
Flow
FlowChoice
A choice resource is a standalone choice option that you can reference or reuse throughout the flow. It extends FlowElement and inherits
all of its fields.
Field Name
Field Type
Description
choiceText
string
Required. Choice label to display in the screen.
dataType
FlowDataType (enumeration of type

string)
Required. Valid types are:

Currency
Date
Number
String
Boolean
userInput
FlowChoiceUserInput
Enables the choice to allow user input when the choice is

selected. Not supported for choices in multi-select fields.
value
Actual value thats used during flow execution, for example,

in assignments, calls to Apex plug-ins, and record elements. If
null, this choice always has the value of null.
FlowChoiceUserInput
Allows the choice to include a user input field that appears when the choice is selected by the user. User input isnt supported for choices
in multi-select fields. It extends FlowBaseElement and inherits all of its fields.
Field Name
Field Type
Description
isRequired
boolean
Indicates whether users are required to enter something into the

field when they select the choice.
promptText
string
Text that is displayed to prompt the user for input at runtime.

Supports merge fields.
validationRule
FlowInputValidationRule
Rule used at runtime to validate the user input.
FlowCondition
Defines a condition for a rule. It extends FlowBaseElement and inherits all of its fields.
Field Name
Field Type
Description
leftValueReference
string
Required. Unique name of the element that serves as the

left side of the condition expression.
operator
FlowComparisonOperator
Required. Valid values are:

EqualTo
341
Metadata Types
Flow
Field Name
Field Type
Description
NotEqualTo
GreaterThan
LessThan
GreaterThanOrEqualTo
LessThanOrEqualTo
StartsWith
EndsWith
Contains
IsNull
WasSetThis value is available in API version 30.0 and
later.
WasSelectedRequires a choice on the left side.
WasVisitedRequires a node on the left side.
rightValue
Unique name of an element or the actual value (such as text

or a number) for the right side of the condition expression.
FlowConnector
Connectors determine the order in which the nodes of the flow are executed. A connector defines and links to the subsequent node. It
extends FlowBaseElement and inherits all of its fields.
Field Name
Field Type
Description
targetReference
string
Required. Which node to execute after completing the current

node.
FlowConstant
A constant resource defines a fixed value that can be used throughout your flow. It extends FlowElement and inherits all of its fields.
Field Name
Field Type
Description
dataType
FlowDataType (enumeration of type Required. Valid types are:

string)
Currency
Date
Number
String
Boolean
342
Metadata Types
Flow
Field Name
Field Type
Description
value
Default value of the constant. This field can't have merge fields, nor
can it reference another resource besides
$GlobalConstant.EmptyString.
FlowDecision
Decision node that evaluates a set of rules and routes the flow execution based on the first rule that evaluates to true. It extends FlowNode
and inherits all of its fields.
Field Name
Field Type
Description
defaultConnector
FlowConnector
Specifies which node to execute if none of the rules evaluate to

true.
defaultConnectorLabel
string
Label for the default connector.
rules
FlowRule[]
An array of rules for the decision. The rules are evaluated in the
order they're listed, and the connector of the first true rule is used.
If no rules are true, then the default connector is used. In the Cloud
Flow Designer, rules are referred to as outcomes.
FlowDynamicChoiceSet
Looks up data or metadata from an sObject and dynamically generates a set of choices at run time. It extends FlowElement and inherits
all of its fields. Depending on the fields that are set, this element represents either a record choice or a picklist choice.
A record choice dynamically generates choices based on records that meet specified filter criteria. If a dynamic choice doesnt have
the picklistField and picklistObject parameters set, it is a record choice and cant have a data type of Picklist
or Multipicklist.
A picklist choice dynamically generates choices based on the available values for a picklist or multi-select picklist field. If a dynamic
choice has the picklistField and picklistObject parameters set, it is a picklist choice and must have a data type of
Picklist or Multipicklist.
Note: You cant reference sObject custom fields of type Geolocation anywhere in a flow. For example, Geolocation fields cant
be used in record filters, in input or output field assignments, or as display, value, or sort fields.
Field Name
Field Type
Description
dataType
FlowDataType (enumeration of type Required. Valid types are:

string)
Currency
Date
Number
String
Boolean
PicklistPicklist choices only
MultipicklistPicklist choices only
343
Metadata Types
Field Name
Flow
Field Type
Description
Picklist and Multipicklist are available in API

displayField
string
Required for record choices. Which field from the sObject

to display to the user as choice labels.
For example, for an account, use the DisplayField Name if
you want the dynamically generated choices to be displayed
as the account names from the records that are retrieved
from the database.
Not supported for picklist choices. Picklist choices always
display the labels for the retrieved picklist values.
filters
FlowRecordFilter[]
An array of filters to apply to the records that are retrieved

from the database. For example, you may want to filter
accounts to include only those that were created in the past
three months.
Not supported for picklist choices.
limit
int
Maximum number of choices to include in the generated

set of choices. Maximum and default: 200.
If sortField and sortOrder are also specified, the
records are sorted before the limit takes effect.
object
string
Required for record choices. The sObject whose fields you

want to retrieve from the database and use to generate the
set of choices. For example, use Account to dynamically
generate choices from the information in account records
in the database.
outputAssignments
FlowOutputFieldAssignment[]
An array that assigns fields from the user-selected record to

variables that can be used elsewhere in the flow. For
example, when the user selects an account name from the
dynamically generated list of choice options,
outputAssignments can assign the Id and AnnualRevenue
from the user-selected account to variables that you specify.
picklistField
string
Required for picklist choices. The field whose available values

you want to retrieve from the database and use to generate
the picklist choice. For example, use Industry to dynamically
generate one choice for each available value on the Industry
picklist field.
Not supported for record choices.
344
Metadata Types
Field Name
Flow
Field Type
Description
picklistObject
string
Required for picklist choices. The sObject whose field

metadata you want to retrieve from the database and use
to generate the picklist choice. For example, use Account
to dynamically generate choices from a picklist field on the
Account object.
Not supported for record choices.
sortField
string
Field that is used for sorting the records that meet the filter
criteria. If this field isnt specified then the returned records
are not sorted.
You can only sort records by fields that have the Sort API
field property, as specified in SOAP API.
sortOrder
SortOrder (enumeration of type string) Order in which to sort the records. If this field isnt specified,
then the results are not sorted.
Valid values are:
AscAscending
DescDescending
valueField
string
Stored value for the choice, which may differ from what is
displayed to the user as the choice options
(displayField). For example, the displayField
may be the account Name while the valueField is the
account Id.
Not supported for picklist choices. Picklist choices always
store the API value for the retrieved picklist values.
FlowElement
Base class for all flow elements. This is an abstract class. It extends FlowBaseElement and inherits all of its fields.
Field Name
Field Type
Description
description
string
Description of the flow element.
name
string
Required. Unique name of the flow element.
345
Metadata Types
Flow
FlowBaseElement
Base class for all flow elements that require contextual information in metadata values. This is an abstract class. FlowBaseElement is
Field Name
Field Type
Description
processMetadataValues
FlowMetadataValue[]
Contextual information for the element.
FlowMetadataValue
Defines contextual information that can be passed between elements in a flow. Flow metadata values can be used in an application
that produces or consumes flows. FlowMetadataValue is available in API version 32.0 and later.
Field Name
Field Type
Description
name
string
Required. Name for the metadata value. This name doesnt need
to be unique across all elements.
value
FlowElementReferenceOrValue Reference or value for the metadata value.
Defines a reference to an existing element or a particular value that you specify. Make sure that you specify only one of the fields.
Field Name
Field Type
Description
booleanValue
boolean
Use this field to specify a boolean value. Do not use this field if you want to
specify a different data type or an element reference.
dateTimeValue
dateTime
Use this field to specify a dateTime value. Do not use this field if you want to
specify a different data type or an element reference. This field is available in API
dateValue
date
Use this field to specify a date value. Do not use this field if you want to specify
a different data type or an element reference.
elementReference
string
Use this field to specify the name of an existing element. Do not use this field if
you want to specify a value instead of an element reference.
numberValue
double
Use this field to specify a double value. Do not use this field if you want to specify
stringValue
string
Use this field to specify a string value. Do not use this field if you want to specify
FlowFormula
Calculates a value using functions and elements in the flow. It extends FlowElement and inherits all of its fields.
346
Metadata Types
Flow
Field Name
Field Type
Description
dataType
FlowDataType (enumeration The data type for the formula. Valid values are:
of type string)
Boolean
Currency
Date
DateTime
Number
String
dataType defaults to Number if it isnt defined in a formula.

string
expression
Required. Salesforce formula expression. The return value must

match the data type. See Limitations for Flow Formulas in the
Salesforce Help.
For API version 30.0 and earlier, the return value must be numeric.
int
scale
Scale of the return value, specifically, the number of digits to the

right of the decimal point. Only supported for Currency and Number
data types.
FlowInputFieldAssignment
Assigns the value for a record field based on a resource or static value. It extends FlowBaseElement and inherits all of its fields.
Field Name
Field Type
Description
field
string
Required. Name of the field that is to be assigned a value while a

record is being created or updated.
value
Value that is to be assigned to the field.
Validation rules verify that the data entered by the user meets the specified requirements. If the validation rule evaluates to false, then
the specified error message is displayed.
Field Name
Field Type
Description
errorMessage
string
Required. Error message to display when formulaExpression

evaluates to false.
formulaExpression
string
Required. Boolean formula used to validate the user input. See

Limitations for Flow Formulas in the Salesforce Help.
347
Metadata Types
Flow
FlowLoop
A construct for iterating through a collection. It extends FlowNode and inherits all of its fields. FlowLoop is available in API version 30.0
and later.
Field Name
Field Type
Description
nextValueConnector
FlowConnector
Points to the element that the flow navigates to for each of the entries in the
collection. This is where the flow goes for the next value in the collection.
noMoreValuesConnector FlowConnector
Points to the element to navigate to when all entries in the collection have been
looped through.
collectionReference string
Required. The collection being looped through.
assignNextValueToReference string
Required. The variable to which the current value in the collection is assigned
before navigating to the target of nextValueConnector.
iterationOrder
iterationOrder
(enumeration of
type string)
Valid values are:

AscIterate through the collection in the order the values are listed (first
to last).
DescIterate through the collection in the reverse order the values are
listed (last to first).
FlowNode
A node is a type of element that is visible in the flow diagram. It extends FlowElement and inherits all of its fields.
Field Name
Field Type
Description
label
string
Required. Name of the node. This non-unique label is different from the unique
name of the node, which is inherited from FlowElement.
locationX
int
Required. Horizontal location of the node, in pixels from the left.
locationY
int
Required. Vertical location of the node, in pixels from the top.
FlowOutputFieldAssignment
Assigns an record fields value from a record to a variable that can be used elsewhere in the flow. The record may be selected by a record
lookup or via a user selection for a choice. It extends FlowBaseElement and inherits all of its fields.
Field Name
Field Type
Description
assignToReference
string
Required. Reference to the variable where you want to store the

value of the record field.
348
Metadata Types
Flow
Field Name
Field Type
Description
field
string
Required. Name of the field whose value is to be assigned after a

record lookup.
FlowRecordCreate
Create a new record in the database using values from the flow. It extends FlowNode and inherits all of its properties.
Note: The flow record create, lookup, update, and delete operations are different from the CRUD-based metadata calls create(),
retrieve(), update(), and delete(). The flow record methods apply to record operations from within a flow, which
arent the same as doing any metadata calls to CRUD setup entities.
You cant reference sObject custom fields of type Geolocation anywhere in a flow. For example, Geolocation fields cant be used
in record filters, in input or output field assignments, or as display, value, or sort fields.
Field Name
Field Type
Description
assignRecordIdToReference string
Reference to the variable where you want to store the

ID after the record is created.
connector
FlowConnector
Specifies which node to execute after creating the record.
faultConnector
FlowConnector
Specifies which node to execute if the attempt to create

a record results in an error.
inputAssignments
FlowInputFieldAssignment[]
An array that assigns values to the specified fields of the

record being created.
object
string
Required. sObject for the record to be created by this

element
inputReference
string
Specifies the sObject variable whose field values are used

to populate the new records fields.
FlowRecordDelete
Deletes one or more records in the database. It extends FlowNode and inherits all of its fields.
Field Name
Field Type
Description
connector
FlowConnector
Specifies which node to execute after deleting the record.
faultConnector
FlowConnector
Specifies which node to execute if the attempt to delete a record results

in an error.
349
Metadata Types
Flow
Field Name
Field Type
Description
filters
FlowRecordFilter[]
An array that specifies the criteria used to select which records to delete
from the database. For example, you may want to delete accounts whose
last activity was older than a specified date.
object
string
Required. The name of the object whose records are deleted.
inputReference
string
Specifies the sObject variable whose record ID is used to identify which

record to delete in the database.
FlowRecordFilter
Sets the criteria for searching records in the database. It extends FlowBaseElement and inherits all of its fields.
Field Name
Field Type
Description
field
string
Required. The field to be used for filtering records.
operator
FlowRecordFilterOperator (enumeration Required. Valid values are:

of type string)
EqualTo
NotEqualTo
GreaterThan
LessThan
GreaterThanOrEqualTo
LessThanOrEqualTo
StartsWith
EndsWith
Contains
IsNull
value
Reference or value used with the field and operator to filter records.
FlowRecordLookup
Finds a record in the database and uses or stores the values from its fields in the flow. It extends FlowNode and inherits all of its fields.
350
Metadata Types
Field Name
Flow
Field Type
Description
assignNullValuesIfNoRecordFound boolean
Specifies that all values are set to null if the record is not
found. This field is available in API version 30.0 and later.
connector
FlowConnector
Specifies which node to execute after completing the record

lookup.
faultConnector
FlowConnector
Specifies which node to execute if the attempt to look up a

record results in an error.
filters
FlowRecordFilter[]
An array that specifies the criteria used to select the record

from the database.
If the filters return more than one record, they are sorted
according to the specified sortField and sortOrder.
The first record in the sorted list is then selected.
If either the sortField or sortOrder is not specified,
then the first record returned is selected. Note, however, that
records are not returned in any particular order.
limit
int
The maximum number of records to return, to limit the

amount of data received. This field is available in API version
30.0 and later.
object
string
Required. Name of the sObject from which to select the

record.
outputAssignments
FlowOutputFieldAssignment[]
An array that assigns fields from the selected record to

variables that can be used elsewhere in the flow.
outputReference
string
Specifies the sObject variable that stores the queried fields

values.
queriedFields
string[]
An array that specifies which fields from the selected record

is saved to the specified sObject variable.
sortField
string
Field that is used for sorting the records that meet the filter
criteria. If this field isnt specified then the returned records
are not sorted.
You can only sort records by fields that have the Sort API
field property, as specified in SOAP API.
sortOrder
SortOrder (enumeration of type

string)
Order in which to sort the records. If this field isnt specified,

then the results are not sorted.
Valid values are:
AscAscending
DescDescending
351
Metadata Types
Flow
FlowRecordUpdate
Finds records in the database and updates them with values from the flow. It extends FlowNode and inherits all of its fields.
Field Name
Field Type
Description
connector
FlowConnector
Specifies which node to execute after completing the record

update.
faultConnector
FlowConnector
Specifies which node to execute if the attempt to update a

record results in an error.
filters
FlowRecordFilter[]
An array that specifies the criteria used to select the records to

update in the database.
inputAssignments
FlowInputFieldAssignment[]
An array that assigns values to the specified fields of the record

being updated.
object
string
Required. Name of the sObject whose records are updated.
inputReference
string
Specifies the sObject variable whose field values is used to

update the records fields.
FlowRule
Defines the conditions and logic that would enable a rule to evaluate to true. It extends FlowElement and inherits all of its fields.
Field Name
Field Type
Description
conditionLogic
string
Specifies logic for the conditions. Value can be:

andevaluates to true only if all of its conditions evaluate to
true
orevaluates to true if any of its conditions evaluate to true
Advanced logic like 1 AND (2 OR 3)evaluates to true
if the first condition is true and either the second or third
condition is true
When you use advanced logic, the string must consist of 1,000
or fewer characters. This field is available in API version 33.0 and
later.
conditions
FlowCondition[]
An array of conditions for the rule.
connector
FlowConnector
Specifies which node to execute if this is the first rule that evaluates
to true in a decision.
352
Metadata Types
Flow
Field Name
Field Type
Description
label
string
Required. Label for the connector.
FlowScreen
Screens provide the ability to capture information from users and display information to users. It extends FlowNode and inherits all of
its fields.
Field Name
Field Type
Description
allowBack
boolean
Indicates whether to show (true) or hide (false) the Previous button

on the screen at runtime. When true, the Previous button appears
only if the user visited a previous screen in the flow path. Set this
to false when revisiting the previous screen would trigger an action
that should not be repeated, such as a credit card transaction.
Default: true
You can set either allowBack or allowFinish to false, but
not both.
allowFinish
boolean
Indicates whether to show (true) or hide (false) the Finish button

on the screen at runtime. When true, the Finish button appears
only if the screen element is the end of a flow path. Set this to false
if you need the user to go back to a previous screen to continue or
complete the flow. For example, you wouldnt want to offer a Finish
button on a screen that tells the user to go back and make
corrections on a previous screen.
Default: true
You can set either allowBack or allowFinish to false, but
not both.
allowPause
boolean
Indicates whether to show (true) or hide (false) the Pause button

on the screen at runtime.
A flow screen displays the Pause button if all of the following
conditions are true.
In the organizations workflow and approvals settings, Enable
Users to Pause Flows is enabled.
allowPause for the screen is set to true.
If the flow is embedded in a Visualforce page, the
<flow:interview> component has its showAllowPause
attribute set to true.
Default: true
353
Metadata Types
Flow
Field Name
Field Type
Description
connector
FlowConnector
Specifies which node to execute after the screen node.
fields
FlowScreenField[]
An array of fields to display on the screen.
helpText
string
Text that appears if the end user clicks the Help for this form link.
Supports merge fields in API version 26.0 and later.
pausedText
string
Confirmation message that appears when an end-user clicks Pause.

FlowScreenField
Configurable field on a screen. It extends FlowElement and inherits all of its fields.
Field Name
Field Type
Description
choiceReferences
string[]
An array of references to FlowChoices or

FlowDynamicChoiceSets. The resulting choice
options appear in the order specified in this
array, where the element at index 0 provides
the top-most choice option. Supported for the
following screen field types:
RadioButtons
DropdownBox
MultiSelectCheckboxes
MultiSelectPicklist
Multi-select checkboxes and multi-select
picklist fields are available in API version 26.0
and later.
dataType
FlowDataType (enumeration of type Required. Data type of this screen field. Only
string)
supported for the InputField, RadioButtons, and
DropdownBox screen field types. Valid types
are:
Currency
Date
Number
String
Boolean
A boolean InputField appears as a checkbox
field at runtime. Checkbox input fields are
354
Metadata Types
Field Name
Flow
Field Type
Description
Only the string data type is supported for
multi-select checkboxes and multi-select
picklist fields. Multi-select fields are available
defaultSelectedChoiceReference string
The name of the FlowChoice element to use

as the default value for the screen field.
Supported for the following screen field types:
RadioButtons
DropdownBox
MultiSelectPicklist
For DropdownBox field types only, if the
defaultSelectedChoiceReference is empty or
null, the reference at index 0 of
choiceReferences are used as the default value.
You can specify only one FlowChoice element
as the default value for multi-select checkboxes
and multi-select picklist fields. Multi-select
fields are available in API version 26.0 and later.
defaultValue
The value that is used by default when this

screen field requires users to provide input.
Only supported for InputField, LargeTextArea,
and PasswordField.
fieldText
string
Field label that is displayed on the screen.

Supports merge fields.
fieldType
FlowScreenFieldType (enumeration Required. Valid values are:

of type string)
DisplayText
InputField
LargeTextArea
PasswordField
RadioButtons
DropdownBox
MultiSelectPicklist
At runtime, each multi-select field stores its
field value as a concatenation of the
user-selected choice values, separated by
semicolons. Any semicolons in the selected
choice values are removed when added to the
multi-select field value.
355
Metadata Types
Flow
Field Name
Field Type
Description
Multi-select checkboxes and multi-select
picklist fields are available in API version 26.0
and later.
string
helpText
Required. Text that appears if the end user

clicks the help icon ( ) for the screen field.
Supports merge fields in API version 26.0 and
later.
isRequired
boolean
Indicates whether the user must select a choice

or provide input. Not supported for DisplayText
or boolean inputField.
scale
int
The scale of this screen field if its data type is

number or currency. The scale sets the number
of digits to the right of the decimal point.
validationRule
Rule used to validate the user input when this

screen field is of type InputField, LargeTextArea,
or PasswordField.
FlowStep
Steps function as placeholders when you're building a flow. It extends FlowNode and inherits all of its fields.
Field Name
Field Type
Description
connectors
FlowConnector[]
Specifies which node to execute after the step node.
FlowSubflow
A subflow element references another flow, which it calls at run time. The flow that contains the subflow element is referred to as the
master flow. FlowSubflow extends FlowNode and inherits all of its fields. It is available in API version 25.0 and later.
Field Name
Field Type
Description
connector
FlowConnector
Specifies which node to execute after the subflow.
flowName
string
References the flow to call at runtime. The value must

be a unique name of a flow and cant contain an
appended hyphen and version number. The referenced
flow must have been created in the Cloud Flow Designer.
inputAssignments
FlowSubflowInputAssignment[]
An array of input variable assignments that are set at the

start of the referenced flow.
outputAssignments
FlowSubflowOutputAssignment[]
An array of output variable assignments that are set at

the end of the referenced flow.
356
Metadata Types
Flow
FlowSubflowInputAssignment
Assigns an element or value from the master flow to a variable in the referenced flow. Input assignments occur when the subflow calls
the referenced flow. It extends FlowBaseElement and inherits all of its fields. It is available in API version 25.0 and later.
Field Name
Field Type
Description
name
string
Required. Unique name for the variable in the referenced

flow.
value
Defines the value to assign to the variable.
FlowSubflowOutputAssignment
Assigns the value of a variable from the referenced flow to a variable in the master flow. Output assignments occur when the referenced
flow is finished running. It extends FlowBaseElement and inherits all of its fields. It is available in API version 25.0 and later.
Field Name
Field Type
Description
assignToReference
string
Required. Unique name for the variable in the master flow.
name
string
Required. Unique name for the variable in the referenced flow.
FlowTextTemplate
Defines a text template that can be used throughout the flow. It extends FlowElement and inherits all of its fields.
Field Name
Field Type
Description
text
string
Actual text of the template. Supports merge fields.
FlowVariable
Variables allow you to create updatable values to use in the flow. FlowVariable extends FlowElement and inherits all of its fields.
Field Name
Field Type
Description
dataType
FlowDataType (enumeration of type string) Required. Valid types are:

Boolean
Currency
Date
DateTimeThis value is available in
Number
MultipicklistThis value is
357
Metadata Types
Field Name
Flow
Field Type
Description
PicklistThis value is available in
String
sObject
isCollection
boolean
Indicates whether the variable is a collection

of values. This field is available in API version
30.0 and later. In API version 32.0 and later,
a collection variable can be of any data type.
Default value is False.
isInput
boolean
Indicates whether the variable can be set at

the start of the flow using URL parameters,
Visualforce controllers, or subflow inputs.
This field is available in API version 25.0 and
later.
Default value:
False for a variable created in API
version 25.0 and later or in the Cloud
Flow Designer in Summer 12 and later.
True for a variable created in API
version 24.0 or in the Cloud Flow
Designer in Spring 12 and earlier.
Warning: Disabling input or output
access for an existing variable can
break the functionality of
applications and pages that call the
flow and access the variable. For
example, you can access variables
from URL parameters, Visualforce
controllers, subflows, and processes.
isOutput
boolean
Indicates whether the variables value can

be accessed from Visualforce controllers and
other flows. This field is available in API
Default value:
False for a variable created in API
version 25.0 and later or in the Cloud
Flow Designer in Summer 12 and later.
True for a variable created in API
version 24.0 or in the Cloud Flow
Designer in Spring 12 and earlier.
358
Metadata Types
Field Name
Flow
Field Type
Description
Warning: Disabling input or output
access for an existing variable can
break the functionality of
applications and pages that call the
flow and access the variable. For
example, you can access variables
from URL parameters, Visualforce
controllers, subflows, and processes.
objectType
string
Object type of this variable if its data type is

sObject.
scale
int
Scale of this variable if its data type is

Number or Currency.
value
Default value of this variable.

Default values arent supported if the
variables data type is Picklist or
Multipicklist.
FlowWait
Waits for one or more defined events to occur. FlowWait extends FlowNode and inherits all of its fields. FlowWait is available in API
Field Name
Field Type
Description
defaultConnector
FlowConnector
Specifies which node to execute if the

conditions are false for every event in the
Wait element.
defaultConnectorLabel
string
Label for the default connector.
faultConnector
FlowConnector
Specifies which node to execute if the

attempt to wait results in an error. If any of
the wait events fail, the flow takes the fault
connector.
waitEvents
FlowWaitEvent[]
An array of events that the Wait element is

waiting for.
If the conditions for every event evaluate to
false, the defaultConnector is
used.
359
Metadata Types
Flow
FlowWaitEvent
An event that a FlowWait element is waiting for. FlowWaitEvent extends FlowElement and inherits all of its fields. FlowWaitEvent is
Field Name
Field Type
Description
conditionLogic
string
Specifies logic for the conditions. Value can

be:
andevaluates to true only if all of its
conditions evaluate to true
orevaluates to true if any of its
conditions evaluate to true
Advanced logic like 1 AND (2 OR
3)evaluates to true if the first
condition is true and either the second
or third condition is true
When you use advanced logic, the
string must consist of 1,000 or fewer
characters. This field is available in API
conditions
FlowCondition
An array of conditions that must be true for

the flow to wait for this event.
connector
FlowConnector
Specifies which node to execute if this is the

first event that occurs.
eventType
string
Required. The events type. The type

determines which input parameters are
available to define this event. Valid values
are:
AlarmEventThis event is an alarm
based off of an absolute date/time
value.
DateRefAlarmEventThis event
is an alarm based off of a date/time field
on a record.
inputParameters
FlowWaitEventInputParameter[]
An array of the events input parameters.

The parameter values are set by using values
from the flow.
label
string
Required. Label for the wait event.
outputParameters
FlowWaitEventOutputParameter[]
An array of the events output parameters.

The parameter values are assigned from the
event to variables in the flow.
360
Metadata Types
Flow
FlowWaitEventInputParameter
An input parameter for FlowWaitEvent. The parameters value is set by using values from the flow. It extends FlowBaseElement and
inherits all of its fields. FlowWaitEventInputParameter is available in API version 32.0 and later.
Field Name
Field Type
Description
name
string
Required. Unique name for the input

parameter.
value
FlowWaitEventOutputParameter
An output parameter for FlowWaitEvent. The parameters value is assigned to a variable in the flow so that it can be referenced in another
part of the flow. It extends FlowBaseElement and inherits all of its fields. FlowWaitEventOutputParameter is available in API version 32.0
and later.
Field Name
Field Type
Description
assignToReference
string
Required. Specifies the variable to which

you want to assign the output parameter
value.
name
string
Required. Unique name for the output

parameter.

A sample XML definition of a flow is shown below.
<Flow xmlns="http://soap.sforce.com/2006/04/metadata">
<choices>
<name>Bad</name>
<choiceText>Bad</choiceText>
<dataType>Number</dataType>
<value>
<numberValue>0.0</numberValue>
</value>
</choices>
<choices>
<name>Excellent</name>
<choiceText>Excellent</choiceText>
<value>
</value>
</choices>
<choices>
<name>Fair</name>
361
Metadata Types
Flow
<choiceText>Fair</choiceText>
<value>
</value>
</choices>
<choices>
<name>Good</name>
<choiceText>Good</choiceText>
<value>
</value>
</choices>
<description>Simple Flow app to calculate a Tip according to corporate
policies</description>
<formulas>
<name>fTipAmount</name>
<expression>{!Bill_Amount} * {!Service_Quality} / 100</expression>
<scale>0</scale>
</formulas>
<formulas>
<name>fTotalAmount</name>
<expression>{!fTipAmount} + {!Bill_Amount}</expression>
<scale>0</scale>
</formulas>
<label>Tip Calculator App</label>
<screens>
<name>Simple_Tip_Calculator</name>
<label>Simple Tip Calculator</label>
<locationX>513</locationX>
<locationY>112</locationY>
<connector>
<targetReference>TipAmount</targetReference>
</connector>
<fields>
<name>Bill_Amount</name>
<dataType>Currency</dataType>
<fieldText>Bill Amount</fieldText>
<fieldType>InputField</fieldType>
<isRequired>false</isRequired>
<scale>2</scale>
</fields>
<fields>
<name>Service_Quality</name>
<choiceReferences>Excellent</choiceReferences>
<choiceReferences>Good</choiceReferences>
<choiceReferences>Fair</choiceReferences>
<choiceReferences>Bad</choiceReferences>
<fieldText>Service Quality</fieldText>
<fieldType>RadioButtons</fieldType>
362
Metadata Types
FlowDefinition
<isRequired>false</isRequired>
<scale>2</scale>
</fields>
</screens>
<screens>
<name>TipAmount</name>
<label>Tip Amount</label>
<locationX>518</locationX>
<locationY>266</locationY>
<fields>
<name>TipSUmmary</name>
<fieldText><TEXTFORMAT
LEADING="2"><P
ALIGN="LEFT"><FONT
FACE="Arial"
STYLE="font-size:12px"
COLOR="#000000"
LETTERSPACING="0"
KERNING="0">If you think the quality of
service is <FONT
KERNING="1">{!Service_Quality},
</FONT>for a meal of {!Bill_Amount} you should tip
{!fTipAmount}, so the total recommended amount should be
{!fTotalAmount}</FONT></P></TEXTFORMAT></fieldText>
<fieldType>DisplayText</fieldType>
</fields>
</screens>
<startElementReference>Simple_Tip_Calculator</startElementReference>
</Flow>
FlowDefinition
Represents the flow definitions description and active flow version number.
To activate a flow, modify the metadata object and set the activeVersionNumber to the version number to activate. To deactivate
an active flow version, set the activeVersionNumber to 0 (zero) or omit the value.

FlowDefinitions are stored in the flowDefinitions directory of the corresponding package directory. The file name matches the
flow definitions unique full name, and the extension is .flowDefinition.
Version
FlowDefinition is available in API version 34.0 and later.
Field Name
Field Type
Description
activeVersionNumber
int
The version number of the active flow.
description
string
Description of the flow definition.
363
Metadata Types
Folder
Field Name
Field Type
Description
masterLabel
string
Label for the flow definition.
Folder
Represents a folder. This type extends the Metadata metadata type and inherits its fullName field. Four folder types currently exist
in Salesforce:
Document folder
Email folder
Report folder
Dashboard folder
Folder type names end with the Folder suffix. For example, the type name of an email folder is EmailFolder.

Folders are stored in the corresponding component directory of the package. These directories are named documents, email,
reports, and dashboards. Folders do not have a text file representationthey are containers for files. For each folder, an
accompanying metadata file named FolderName-meta.xml is created at the same directory level. The
FolderName-meta.xml metadata file contains the metadata information for that folder, such as the accessType. For example,
for a documents folder named sampleFolder, theres a sampleFolder-meta.xml within the documents folder of the package.
Version
Folders are available in API version 11.0 and later.
Fields
Field Name
Field Type
Description
accessType
FolderAccessTypes Required. The type of access for this folder. Valid values are:
(enumeration of
Shared. This folder is accessible only by the specified set of users.
type string)
Public. This folder is accessible by all users, including portal users.
PublicInternal. This folder is accessible by all users, excluding
portal users. This setting is available for report and dashboard folders
in organizations with a partner portal or Customer Portal enabled.
Hidden. This folder is hidden from all users.
fullName
string
364
Metadata Types
Field Name
Folder
Field Type
Description
underscore, and not contain two consecutive underscores. This field is
name
string
Required. The name of the document folder.
publicFolderAccess
PublicFolderAccess If Public is the value for accessType, this field indicates the type
(enumeration of
of access all users will have to the contents of the folder. Valid values
type string)
include:
ReadOnly. All users can read the contents of the folder, but no
user can change the contents.
ReadWrite. All users can read or change the contents of the
folder.
sharedTo
SharedTo
Sharing access for the folder. See Sharing Considerations in the


The following is the package manifest definition of a document folder that contains a document:
<fullName>basic</fullName>
<types>
<members>sampleFolder</members>
<members>sampleFolder/TestDocument.txt</members>
</types>
</Package>
The following is an example of the sampleFolder-meta.xml metadata file for the sampleFolder document folder:
<DocumentFolder xmlns="http://soap.sforce.com/2006/04/metadata">
<accessType>Public</accessType>
<name>sampleFolder</name>
<publicFolderAccess>ReadWrite</publicFolderAccess>
</DocumentFolder>
SEE ALSO:
Dashboard
Document
EmailTemplate
Report
365
Metadata Types
FolderShare
FolderShare
Represents the settings for enhanced analytics folder sharing. Users can control access to reports or dashboards by giving others Viewer,
Editor or Manager access to the folder that contains the report or dashboard.

FolderShare objects are stored in the reports and dashboards directories. For each report or dashboard folder it contains, there
is a metadata file named FolderName-meta.xml. The FolderName-meta.xml metadata file contains the metadata
information for that folder, such as the accessLevel. For example, if the reports directory contains a reports folder named
myReportsFolder, it also has a myReportsFolder-meta.xml file at the same level as myReportsFolder.
Version
FolderShare components are available in API version 28 and later.
Fields
Field Name
Field Type
Description
accessLevel
FolderShareAccessLevel
Required. Specifies the combination of actions that can be taken on

the folder. Valid values are:
View. User can run a report or refresh a dashboard, but cant edit
them. All users have at least Viewer access to report and dashboard
folders that have been shared with them. (Some users may have
administrative permissions that give them greater access.)
EditAllContents. Users can view and modify the reports or
dashboards in the folder, and move them to and from any other
folders that they have equivalent access to.
Manage. Users can do everything Viewers and Editors can do,
plus control other users access to a folder.
sharedTo
string
Required. Specifies the user, group, or role that has the specified access
level to the folder.
sharedToType
FolderSharedToType(enumeration Required. Specifies the type of entity that the folder is shared with.
of type string)
Valid values are:
Group. Users in a specified public group have the specified access
Manager. Available in API version 29.0 and later.
ManagerAndSubordinatesInternal. Available in API
Role. Users with a specified role have the specified access level
to the folder.
RoleAndSubordinates. Users with a specified role, and users
with a role subordinate to that role, have the specified access level
to the folder.
366
Metadata Types
Field Name
FolderShare
Field Type
Description
RoleAndSubordinatesInternal. Users with a specified
role and users with a role subordinate to that role, except public
portal users, have the specified access level to the folder.
Organization. All internal users have the specified access level
to the folder.
Territory. Users in a specified territory have the specified
access level to the folder.
TerritoryAndSubordinates. Users in a specified territory,
and users in territories subordinate to that, have the specified access
AllPrmUsers. All PRM Portal users have the specified level of
access to the folder.
User. The specified individual user has the specified level of access
to the folder.
PartnerUser. The specified individual user of a partner portal
has the specified level of access to the folder.
AllCspUsers. All Customer Success Portal users have the
specified level of access to the folder.
CustomerPortalUser. The specified individual user of a
customer portal has the specified level of access to the folder.
PortalRole. Users with a specified role in a portal have the
specified access level to the folder.
PortalRoleAndSubordinates. Portal users with a specified
role, and portal users with a role subordinate to that role, have the
specified access level to the folder.

The following is an example of a FolderShare component for a dashboard folder:
<DashboardFolder xmlns="http://soap.sforce.com/2006/04/metadata">
<folderShares>
<accessLevel>View</accessLevel>
<sharedTo>R1</sharedTo>
<sharedToType>Role</sharedToType>
</folderShares>
</DashboardFolder>
This is an example of a FolderShare component for a report folder:

<ReportFolder xmlns="http://soap.sforce.com/2006/04/metadata">
<folderShares>
<accessLevel>View</accessLevel>
<sharedTo>R1</sharedTo>
367
Metadata Types
Group
<sharedToType>Role</sharedToType>
</folderShares>
</ReportFolder>
Group
Represents a set of public groups, which can have users, roles, and other groups.

The file suffix for group components is .group and components are stored in the groups directory of the corresponding package
directory.
Version
Group components are available in API version 24.0 and later.
Fields
This metadata type represents the valid values that define a group:
Field Name
Field Type
Description
doesIncludeBosses
boolean
Indicates whether the managers have access (true) or do not have

access (false) to records shared with members of the group. This field
is only available for public groups.
fullName
string
The unique identifier for API access. The fullName can contain only
underscores and alphanumeric characters. It must be unique, begin with
a letter, not include spaces, not end with an underscore, and not contain
two consecutive underscores. This field is inherited from the Metadata
component. Corresponds to Group Name in the user interface.
name
string
Required. The name of the group. Corresponds to Label in the user

interface.

The following is the definition of a group.
<Group xmlns="http://soap.sforce.com/2006/04/metadata">
<doesIncludeBosses>true</doesIncludeBosses>
<fullName>admin</fullName>
<name>test</name>
</Group>
368
Metadata Types
HomePageComponent
HomePageComponent
Represents the metadata associated with a home page component. You can customize the Home tab to include components such as
sidebar links, a company logo, a dashboard snapshot, or custom components that you create. For more information, see Customizing
Home Tab Page Layouts in the Salesforce online help. This type extends the Metadata metadata type and inherits its fullName field.
Use to create, update, or delete home page component definitions.

The file suffix for home page components is .homePageComponent and components are stored in the homepagecomponents
directory of the corresponding package directory.
Version
Home page components are available in API version 12.0 and later.
HomePageComponent
This metadata type represents the valid values that define a home page component:
Field Name
Field Type
Description
body
string
If this is an HTML page component, this is the body of the HTML.
fullName
string
The name can only contain characters, letters, and the underscore (_)
character, must start with a letter, and cannot end with an underscore
or contain two consecutive underscore characters.
a call.
height
int
Required for Visualforce Area components. Indicates the height (in pixels)
of the component.
links
string[]
If the pageComponentType is links, then zero or more names

of custom page links can be specified.
ObjectWebLink
CustomPageWebLink
page
string
This field is only available for Visualforce Area components and indicates
the API name of the Visualforce page that is associated with the
component.
369
Metadata Types
HomePageLayout
Field Name
Field Type
Description
pageComponentType
PageComponentType Required. Valid values are:

(enumeration of type links
string)
htmlArea
imageOrNote
visualforcePage (This value is available in API version 31.0
and later.)
showLabel
boolean
This field is only available for Visualforce Area components and specifies
whether the component displays with a label (true) or not (false).
showScrollbars
boolean
This field is only available for Visualforce Area components and specifies
whether the component displays with scrollbars (true) or not (false).
width
PageComponentWidth This field is only available for HTML and Visualforce Area components,
(enumeration of type and indicates whether this is a narrow or wide home page component.
string)
Valid values are:
narrowComponents
wideComponents

The following is the definition of a home page component. See HomePageLayout and WebLink for related samples.
<HomePageComponent xmlns="http://soap.sforce.com/2006/04/metadata">
<page>MyVisualforcePage</page>
<pageComponentType>visualforcePage</pageComponentType>
<showLabel>true</showLabel>
<showScrollbars>true</showScrollbars>
<width>wideComponents</width>
</HomePageComponent>
SEE ALSO:
HomePageLayout
WebLink
HomePageLayout
Represents the metadata associated with a home page layout. You can customize home page layouts and assign the layouts to users
based on their user profile. For more information, see Customizing Home Tab Page Layouts in the Salesforce online help.
370
Metadata Types
InstalledPackage

Home page layouts are stored in the homePageLayouts directory of the corresponding package directory. The extension is
.homePageLayout.
Version
Home page components are available in API version 12.0 and later. This type extends the Metadata metadata type and inherits its
fullName field.
Fields
This metadata type represents the valid values that define a home page layout:
Field Name
Field Type
Description
fullName
string
The name can only contain characters, letters, and the underscore (_)
character, must start with a letter, and cannot end with an underscore
or contain two consecutive underscore characters.
a call.
narrowComponents
string[]
The list of elements in the narrow column on the left side of the home
page.
wideComponents
string[]
The list of elements in the wide column on the right side of the home
page.

The following is the definition of a home page layout. See HomePageComponent on page 370 and WebLink on page 261 for related
samples.
<HomePageLayout xmlns="http://soap.sforce.com/2006/04/metadata">
<narrowComponents>google</narrowComponents>
</HomePageLayout>
SEE ALSO:
HomePageComponent
WebLink
InstalledPackage
Represents a package to be installed or uninstalled. Deploying a newer version of a currently installed package upgrades the package.
371
Metadata Types
KeywordList
Note: You cant deploy a package along with other metadata types. Hence, InstalledPackage must be the only metadata
type specified in the manifest file.

The package is specified in the installedPackages directory, in a file named after the packages namespace prefix. The file
extension is .installedPackage.
Version
InstalledPackage is available in API version 28.0 and later.
Fields
Field Name
Field Type
Description
versionNumber
string
The version number of the package. This has the format

majorNumber.minorNumber.patchNumber (for example,
2.1.3).
password
string
An optional field specifying the package password.

This specifies a sample package to be installed or uninstalled.
<InstalledPackage xmlns="http://soap.sforce.com/2006/04/metadata">
<versionNumber>1.0</versionNumber>
<password>optional_password</password>
</InstalledPackage>
KeywordList
Represents a list of keywords used in community moderation. This keyword list is a type of moderation criteria that defines offensive
language or inappropriate content that you dont want in your community. This type extends the Metadata metadata type and inherits
its fullName field.
Keep the following things in mind when creating keyword list criteria:
Your organization can have up to 30 keyword list criteria. This limit is per organization, not per community.
A keyword list can have up to 2,000 keywords.
Capitalization and trailing punctuation are ignored when matching your keywords to user-generated content. For example, if your
criteria includes BadWord, its matched when a user types BADWORD or badword.
372
Metadata Types
KeywordList

KeywordList components have the suffix .keywords and are stored in the moderation directory of the corresponding package
directory. The file name format follows community_name.keyword_list_developer_name.keywords.
Version
KeywordList components are available in API version 36.0 and later.

To view, create, edit, and delete a keyword list, you need the Manage Communities or Create and Set Up Communities permission.
Fields
Field Name
Field Type
Description
Description
string
A description of the keyword list.
keywords
Keyword[]
The keywords you want moderate in your community.
masterLabel
string
Required. Label for the keyword list.
Keyword
Keywords in the keyword list.
Field Name
Field Type
Description
keyword
string
Required. Keywords you want to moderate.

Keywords can be up to 100 characters and can include letters, numbers,
spaces, and special characters.
Wildcard characters arent supported.

The following is an example of a KeywordList component.
<KeywordList xmlns="http://soap.sforce.com/2006/04/metadata">
<masterLabel>Bad Word List</masterLabel>
<description>List of bad words updated by Joe in Nov 2015.</description>
<keywords>
<keyword>bad-word</keyword>
</keywords>
<keywords>
<keyword>b a d w o r d</keyword>
</keywords>
373
Metadata Types
Layout
<keywords>
<keyword>b@dword</keyword>
</keywords>
</KeywordList>

<types>
<name>KeywordList</name>
<members>community1.badword_list</members>
</types>
</Package>
Layout
Represents the metadata associated with a page layout. For more information, see Page Layouts in the Salesforce online help. This
Note: To edit the Ideas layout, specify it by name in the package.xml file. In package.xml, use the following code to
retrieve the Ideas layout:
<types>
<members>Idea-Idea Layout</members>
<name>Layout</name>
</types>

Layouts are stored in the layouts directory of the corresponding package directory. The extension is .layout.
Version
Layouts are available in API version 13.0 and later.
Fields
This metadata type represents the valid values that define a page layout.
Field Name
Field Type
Description
customButtons
string[]
The custom buttons for this layout. Each button is a

reference to a WebLink on the same object. For example,
a ButtonLink refers to a Weblink on the same standard or
custom object named 'ButtonLink'.
374
Metadata Types
Layout
Field Name
Field Type
Description
customConsoleComponents
CustomConsoleComponents Represents custom console components (Visualforce pages,

lookup fields, or related lists; Force.com Canvas apps not
available) on a page layout. Custom console components
only display in the Salesforce console.
emailDefault
boolean
Only relevant if showEmailCheckbox is set; indicates

the default value of that checkbox.
excludeButtons
string[]
List of standard buttons to exclude from this layout. For

example,
<excludeButtons>Delete</excludeButtons>
excludes the Delete button from this layout.

feedLayout
FeedLayout
Represents the values that define the feed view of a

feed-based page layout. Feed-based layouts are available
on Account, Case, Contact, Lead, Opportunity, and custom
objects. They include a feed view and a detail view.
headers
LayoutHeader[]
Layout headers are currently only used for tagging, and
(enumeration of type string) only appear in the UI if tagging is enabled. For more
information, see Tags on Records in the Salesforce online
help. Valid string values are:
PersonalTaggingtag is private to user.
PublicTaggingtag is viewable any other user
who can access the record.
layoutSections
LayoutSection[]
The main sections of the layout containing fields, s-controls,

and custom links. The order here determines the layout
order.
miniLayout
MiniLayout
A mini layout is used in the mini view of a record in the

Console tab, hover details, and event overlays.
multilineLayoutFields
string[]
Fields for the special multiline layout fields which appear

in OpportunityProduct layouts. These fields are otherwise
similar to miniLayoutFields miniLayout.
platformActionList
PlatformActionList
The list of actions, and their order, that display in the

Salesforce1 action bar for the layout.
quickActionList
QuickActionList
The list of quick actions that display in the full Salesforce

site for the page layout. This field is available in API version
28.0 and later.
relatedContent
RelatedContent
The Related Content section of the page layout. This field

relatedLists
RelatedListItem[]
The related lists for the layout, listed in the order they
appear in the user interface.
375
Metadata Types
Layout
Field Name
Field Type
Description
relatedObjects
string[]
The list of related objects that appears in the mini view of

the console. In database terms, these objects are foreign
key fields on the object for the layout. For more information,
see Choose Related Objects for the Agent Console's Mini
View in the Salesforce online help.
runAssignmentRulesDefault
boolean
Only relevant if
showRunAssignmentRulesCheckbox is set;
indicates the default value of that checkbox.

showEmailCheckbox
boolean
Only allowed on Case, CaseClose, and Task layouts. If set, a

checkbox appears to show email.
showHighlightsPanel
boolean
If set, the highlights panel displays on pages in the

Salesforce console. This field is available in API version 22.0
and later.
showInteractionLogPanel
boolean
If set, the interaction log displays on pages in the Salesforce

console. This field is available in API version 22.0 and later.
showKnowledgeComponent
boolean
Only allowed on Case layouts. If set, the Knowledge sidebar

displays on cases in the Salesforce console. This field is
showRunAssignmentRulesCheckbox boolean
Only allowed on Lead and Case objects. If set, a checkbox

appears on the page to show assignment rules.
showSolutionSection
boolean
Only allowed on CaseClose layout. If set, the built-in solution

information section shows up on the page.
showSubmitAndAttachButton
boolean
Only allowed on Case layout. If set, the Submit & Add

Attachment button displays on case edit pages to portal
users in the Customer Portal.
CustomConsoleComponents
Represents custom console components (Visualforce pages, lookup fields, or related lists; Force.com Canvas apps not available) on a
page layout. Custom console components only display in the Salesforce console. Available in API version 25.0 and later.
Field Name
Field Type
Description
primaryTabComponents
PrimaryTabComponents Represents custom console components on primary tabs in the Salesforce

console. Available in API version 25.0 and later.
subtabComponents
SubtabComponents
Represents custom console components on subtabs in the Salesforce

console. Available in API version 25.0 and later.
PrimaryTabComponents
Represents custom console components on primary tabs in the Salesforce console. Available in API version 25.0 and later.
376
Metadata Types
Layout
Field Name
Field Type
Description
component
ConsoleComponent[] Represents a custom console component (Visualforce page, lookup field,

or related lists; Force.com Canvas apps not available) on a section of a
page layout. Custom console components only display in the Salesforce
console. This field is available in API version 29.0 and earlier.
containers
Container[]
Represents a location and style in which to display more than one custom
console component on the sidebars of the Salesforce console. You can
specify up to five components for each of the four locations (left, right,
top, and bottom). This field is available in API version 30.0 and later.
ConsoleComponent
Represents a custom console component (Visualforce page, lookup field, or related lists; Force.com Canvas apps not available) on a
section of a page layout. Custom console components only display in the Salesforce console. Available in API version 25.0 and later.
Field Name
Field Type
Description
height
int
Required for components with a location of top or bottom. The height

of the custom console component. The value must be specified in pixels
and be greater than 0 but less than 999.
location
string
Required. The location of the custom console component on the page

layout. Valid values are right, left, top, and bottom. A component can
have one location for each page layout.
visualforcePage
string
Required. The unique name of the custom console component. For

example, ConsoleComponentPage.
width
int
Required for components with a location of left or right. The width of the
custom console component. The value must be specified in pixels and
be greater than 0 but less than 999.
Container
Represents a location and style in which to display more than one custom console component in the sidebars of the Salesforce console.
For example, you can display multiple components in the right sidebar of the console with a style of either stack, tabs, or accordion.
Field Name
Field Type
Description
height
int

of the components container. The unit field determines the unit of
measurement, in pixels or percent.
isContainerAutoSizeEnabled boolean
Required. If set to true, stacked console components in the sidebars

autosize vertically. Set to true by default for newly created console
components. Available in API version 32.0 and later.
377
Metadata Types
Layout
Field Name
Field Type
Description
region
string
Required. The location of the components container. Valid values include:

right
left
top
bottom
sidebarComponents
SidebarComponent[]
Represents a specific custom console component to display in the

components container.
style
string
Required. The style of the container in which to display multiple

components. Valid values include:
stacka content area with multiple frames.
tabsa single content area with a list of multiple panels.
accordiana collapsible content area.
unit
string
Required. The unit of measurement, in pixels or percent, for the height

or width of the components container.
Pixel values are simply the number of pixels, for example, 500, and must
be greater than 0 but less than 999. Percentage values must include the
percent sign, for example, 20%, and must be greater than 0 but less than
100.
width
int
Required for components with a location of right or left. The width of the
components container. The unit field determines the unit of
SidebarComponent
Represents a specific custom console component to display in a container that hosts multiple components in one of the sidebars of the
Salesforce console. You can specify up to five components for each of the four container locations (left, right, top, and bottom). Available
Field Name
Field Type
Description
componentType
string
Specifies the component type. Valid values are KnowledgeOne,

Lookup, Milestones, RelatedList, Topics, Files, and
CaseExperts. This field is available in API version 31.0 and later. The
Files and CaseExperts values are available in API version 32.0
and later.
Note: Case Experts is available through a pilot program.
height
int

of the component in the container. The unit field determines the unit
of measurement, in pixels or percent.
378
Metadata Types
Layout
Field Name
Field Type
Description
label
string
The name of the component as it displays to console users. Available for

components in a container with the style of tabs or accordion.
lookup
string
If the component is a lookup field, the name of the field.
page
string
If the component is a Visualforce page, the name of the Visualforce page.
relatedlists
RelatedList[]
If the component is a related list, the name of the list. This field is available
unit
string
The unit of measurement, in pixels or percent, for the height or width of

the component in the container.
Pixel values are simply the number of pixels, for example, 500, and must
be greater than 0 but less than 999. Percentage values must include the
percent sign, for example, 20%, and must be greater than 0 but less than
100.
width
int
Required for components with a location of right or left. The width of the
component in the container. The unit field determines the unit of
RelatedList
Represents related list custom components on the sidebars of the Salesforce console. Available in API version 31.0 and later.
Field Name
Field Type
Description
hideOnDetail
boolean
If set to true, the related list is hidden from detail pages where it
appears as a component to prevent duplicate information from showing.
name
string
The name of the component as it appears to console users.
SubtabComponents
Represents custom console components on subtabs in the Salesforce console. Available in API version 25.0 and later.
Field Name
Field Type
Description
component
ConsoleComponent[] Represents a custom console component (Visualforce page, lookup field,

or related lists; Force.com Canvas apps not available) on a section of a
page layout. Custom console components only display in the Salesforce
console. This field is available in API version 29.0 and earlier.
containers
Container[]
Represents a location and style in which to display more than one custom
console component on the sidebars of the Salesforce console. You can
specify up to five components for each of the four locations (left, right,
top, and bottom). This field is available in API version 30.0 and later.
379
Metadata Types
Layout
FeedLayout
Represents the values that define the feed view of a feed-based page layout. Feed-based layouts are available on Account, Case, Contact,
Lead, Opportunity, and custom objects. They include a feed view and a detail view. Available in API version 30.0 and later.
Field Name
Field Type
Description
autocollapsePublisher
boolean
Specifies whether the publisher is automatically collapsed when the

page loads (true) or not (false).
compactFeed
boolean
Specifies whether the feed-based page layout uses a compact feed

(true) or not (false). If set to true, feed items on the page are
collapsed by default, and the feed view has an updated design.
feedFilterPosition
FeedLayoutFilterPosition Where the feed filters list is included in the layout. Valid values are:
(enumeration of type centerDropDownas a drop-down list in the center column.
string)
leftFixedas a fixed list in the left column.
leftFloatas a floating list in the left column.
feedFilters
FeedLayoutFilter[]
The individual filters displayed in the feed filters list.
fullWidthFeed
boolean
Specifies whether the feed expands horizontally to take up all available

space on the page (true) or not (false).
hideSidebar
boolean
Specifies whether the sidebar is hidden (true) or not (false).
leftComponents
FeedLayoutComponent[] The individual components displayed in the left column of the feed view.
rightComponents
FeedLayoutComponent[] The individual components displayed in the right column of the feed
view.
FeedLayoutComponent
Represents a component in the feed view of a feed-based page layout. Available in API version 30.0 and later.
Field Name
Field Type
Description
componentType
FeedLayoutComponentType Required. The type of component. Valid values are:

(enumeration of type HelpAndToolLinksicons that link to the help topic for the
string)
page, the page layout, and, the printable view of the page. Available
only on Case layouts.
CustomButtonsa custom button.
Followingan icon that toggles between a Follow button (if
the user viewing a record doesnt yet follow it) and a Following
indicator (if the user viewing a record does follow it).
Followersa list of users who follow the record.
CustomLinksa custom link.
Milestonesthe milestone tracker, which lets users see the
status of a milestone on a case. Available only on Case layouts.
380
Metadata Types
Field Name
Layout
Field Type
Description
Topicsa list of topics related to the record.
Visualforcea custom Visualforce component.
height
int
The height, in pixels, of the component. Doesnt apply to

standardComponents
page
string
The name of a Visualforce page being used as a custom component.
FeedLayoutFilter
Represents a feed filter option in the feed view of a feed-based page layout. A filter must have only standardFilter or
feedItemType set. Available in API version 30.0 and later.
Field Name
Field Type
Description
feedFilterName
string
The name of a CustomFeedFilter component. Names are prefixed with

the name of the parent object. For example,
Case.MyCustomFeedFilter.
feedFilterType
FeedLayoutFilterType
string)
The type of filter. Valid values are:
FeedItemType
string)
The type of feed item to display. Valid values are:
feedItemType
AllUpdatesshows all feed items on a record.

FeedItemTypeshows feed items only for a particular type of
activity on the record.
ActivityEventfeed items related to activity on tasks and

events associated with a case. Available only on Case layouts.
AdvancedTextPostfeed items related to group
announcements posted on a feed. This value is available in API
AnnouncementPostNot used.
ApprovalPostfeed items related to approvals that are
submitted on a feed.
AttachArticleEventfeed items for activity related to
attaching articles to cases. Available only on Case layouts.
BasicTemplateFeedItemNot used.
CallLogPostfeed items for activity from the Log a Call action.
Available only on layouts for objects that support Activities (tasks
and events).
CanvasPostfeed items related to posts a canvas app makes
on a feed.
CaseCommentPostfeed items for activity from the Case Note
action. Available only on Case layouts.
381
Metadata Types
Field Name
Layout
Field Type
Description
ChangeStatusPostfeed items for activity from the Change
Status action. Available only on Case layouts.
ChatTranscriptPostfeed items for activity related to
attaching Live Agent chat transcripts to cases. Available only on Case
layouts.
CollaborationGroupCreatedfeed items related to
creating a public group.
CollaborationGroupUnarchivedNot used.
ContentPostfeed items related to attaching a file to a post.
CreatedRecordEventfeed items related to creating a record
from the publisher.
DashboardComponentSnapshotfeed items related to
posting a dashboard snapshot on a feed.
EmailMessageEventfeed items for activity from the Email
action. Available only on Case layouts.
FacebookPostNot used.
LinkPostfeed items related to attaching a URL to a post.
MilestoneEventfeed items for changes to the milestone
status on a case. Available only on Case layouts.
PollPostfeed items related to posting a poll on a feed.
ProfileSkillPostfeed items related to skills added to a
users Chatter profile. This value is available in API version 31.0 and
later.
QuestionPostfeed items related to posting a question on a
feed. This value is available in API version 31.0 and later.
ReplyPostfeed items for activity from the Portal action.
Available only on Case layouts.
RypplePostfeed items related to creating a Thanks badge in
Work.com.
SocialPostfeed items for activity on Twitter from the Social
Post action.
TextPostfeed items for creating a text post from the publisher.
TrackedChangefeed items related to a change or group of
changes to a tracked field.
UserStatusNot used.
MiniLayout
Represents a mini view of a record in the Console tab, hover details, and event overlays.
382
Metadata Types
Layout
Field Name
Field Type
Description
fields
string[]
The fields for the mini-layout, listed in the order they appear in the UI.
Fields that appear here must appear in the main layout.
relatedLists
RelatedListItem[]
The mini related list, listed in the order they appear in the UI. You cannot
set sorting on mini related lists. Fields that appear here must appear in
the main layout.
LayoutSection
LayoutSection represents a section of a page layout, such as the Custom Links section.
Field Name
Field Type
Description
customLabel
boolean
Indicates if this section's label is custom or standard (built-in). Custom

labels can be any text, but must be translated. Standard labels have a
predefined set of valid values, for example 'System Information', which
are automatically translated.
detailHeading
boolean
Controls if this section appears in the detail page. In the UI, this setting
corresponds to the checkbox in the section details dialog.
editHeading
boolean
Controls if this section appears in the edit page.
label
string
The label; either standard or custom, based on the customLabel

flag.
layoutColumns
LayoutColumn[]
The columns of the layout, depending on the style. 1, 2, or 3 columns,

ordered left to right, are possible.
style
LayoutSectionStyle
string)
The style of the layout:

TwoColumnsTopToBottom - Two columns, tab goes top to
bottom
TwoColumnsLeftToRight - Two columns, tab goes left to
right
OneColumn - One column
CustomLinks - Contains custom links only
summaryLayout
SummaryLayout
LayoutColumn
LayoutColumn represents the items in a column within a layout section.
Field Name
Field Type
Description
layoutItems
LayoutItem[]
The individual items within a column (ordered from top to bottom).
383
Metadata Types
Layout
Field Name
Field Type
Description
reserved
string
This field is reserved for Salesforce. The field resolves an issue with some
SOAP libraries. Any value entered in the field is ignored.
LayoutItem
LayoutItem represents the valid values that define a layout item. An item must have only one of the following values set: component,
customLink, field, scontrol, page, analyticsCloudComponent, or reportChartComponent.
Field Name
Field Type
Description
behavior
UiBehavior (enumeration of type string) Determines the field behavior. Valid string values:
EditThe layout field can be edited but is not
required
RequiredThe layout field can be edited and is
required
ReadonlyThe layout field is read-only
canvas
string
Reference to a canvas app.

component
string
Reference to a component. Value must be

sfa:socialCard.
This field is available in API version 30.0 and later. This is
only allowed inside a RelatedContentItem.
sfa:socialCard is only supported on page layouts
for contacts, accounts, and leads.
customLink
string
The customLink reference. This is only allowed inside

a CustomLink layoutSection.
emptySpace
boolean
Controls if this layout item is a blank space.
field
string
The field name reference, relative to the layout object,

for example Description or MyField__c.
height
int
For s-control and pages only, the height in pixels.
page
string
Reference to a Visualforce page.
analyticsCloudComponent AnalyticsCloudComponentLayoutItem Refers to a Wave Analytics dashboard that you can add
to a standard or custom object page.

reportChartComponent
ReportChartComponentLayoutItem
Refers to a report chart that you can add to a standard

or custom object page.
scontrol
string
Reference to an s-control.
384
Metadata Types
Layout
Field Name
Field Type
Description
showLabel
boolean
For s-control and pages only, whether to show the label.
showScrollbars
boolean
For s-control and pages only, whether to show scrollbars.
width
string
For s-control and pages only, the width in pixels or

percent. Pixel values are simply the number of pixels, for
example, 500. Percentage values must include the
percent sign, for example, 20%.
AnalyticsCloudComponentLayoutItem
Represents the settings for a Wave Analytics dashboard on a standard or custom page. Available in API version 34.0 and later.
Field Name
Field Type
Description
assetType
string
Required. Specifies the type of Wave Analytics asset to add. The available
asset type is dashboard.
devName
string
Required. Unique development name of the dashboard to add.
error
string
Error string; only populated if an error occurred in the underlying

dashboard.
filter
string
Communicates initial dashboard filters for mapping data fields in the

dashboard to the objects fields, so that the dashboard shows only the
data thats relevant for the record being viewed.
height
int
Specifies the height of the dashboard, in pixels. The default is 400.
hideOnError
boolean
Controls whether users see a dashboard that has an error. When this
attribute is set to true, if the dashboard has an error, the dashboard
doesnt appear on the page. When set to false, the dashboard appears
but doesnt show any data except the error. An error can happen when
a user doesnt have access to Wave Analytics or to the dashboard. The
default is true.
showTitle
boolean
If true, includes the dashboards title above the dashboard. If false,

the dashboard appears without a title. The default is true.
width
string
Specifies the width of the dashboard, in pixels or percent. Pixel values

are simply the number of pixels, for example, 500. Percentage values
must include the percent sign, for example, 20%. The default is 100%.
ReportChartComponentLayoutItem
Represents the settings for a report chart on a standard or custom page.
385
Metadata Types
Layout
Field Name
Field Type
Description
cacheData
boolean
Indicates whether to use cached data when displaying the chart. When
the attribute is set to true, data is cached for 24 hours. If the attribute
is set to false, the report is run every time the page is refreshed.
contextFilterableField string
Unique development name of the field by which a report chart is filtered

to return data relevant to the page. If set, the ID field for the parent object
of the page or report type is the chart data filter. The parent object for
the report type and the page must match for a chart to return relevant
data.
string
Error string; only populated if an error occurred in the underlying report.
error

hideOnError
boolean
Controls whether users see a chart that has an error. When theres an
error and this attribute is not set, the chart doesnt show any data except
the error. An error can happen for many reasons, such as when a user
doesnt have access to fields used by the chart or a chart has been
removed from the report. Set the attribute to true to hide the chart
from a page on error.
includeContext
boolean
If true, filters the report chart to return data thats relevant to the page.
reportName
string
Unique development name of a report that includes a chart.
showTitle
boolean
If true, applies the title from the report to the chart.
size
ReportChartComponentSize The chart size is medium when no value is specified. Valid values:
(enumeration of type SMALL
string)
MEDIUM
LARGE
PlatformActionList
PlatformActionList represents the list of actions, and their order, that display in the Salesforce1 action bar for the layout. Available in API
Field Name
Field Type
Description
actionListContext
PlatformActionListContext Required. The context of the action list. Valid values are:
(enumeration of
BannerPhoto
type string)
Chatter
Dockable
FeedElement
386
Metadata Types
Layout
Field Name
Field Type
Description
FlexiPage
Global
ListView
ListViewDefinition
ListViewRecord
Lookup
MruList
MruRow
ObjectHomeChart
Photo
Record
RecordEdit
RelatedList
RelatedListRecord
platformActionListItems
PlatformActionListItem[] The actions in the PlatformActionList.
relatedSourceEntity
string
When the ActionListContext is RelatedList or RelatedListRecord,

this field represents the API name of the related list to which the action
belongs.
PlatformActionListItem
PlatformActionListItem represents an action in the PlatformActionList. Available in API version 34.0 and later.
Field Name
Field Type
Description
actionName
string
The API name for the action in the list.
actionType
PlatformActionType The type of action. Valid values are:

(enumeration of type ActionLinkAn indicator on a feed element that targets an API, a
string)
web page, or a file, represented by a button in the Salesforce Chatter feed
UI.
CustomButtonWhen clicked, opens a URL or a Visualforce page in
a window or executes JavaScript.
InvocableAction
ProductivityActionProductivity actions are predefined by
Salesforce and are attached to a limited set of objects. You cant edit or
delete productivity actions.
QuickActionA global or object-specific action.
StandardButtonA predefined Salesforce button such as New, Edit,
and Delete.
387
Metadata Types
Layout
Field Name
Field Type
Description
sortOrder
int
The placement of the action in the list.
subtype
string
The subtype of the action. For quick actions, the subtype is

QuickActionType. For custom buttons, the subtype is
WebLinkTypeEnum. For action links, subtypes are Api, ApiAsync,
Download, and Ui. Standard buttons and productivity actions have no
subtype.
QuickActionList
QuickActionList represents the list of actions associated with the page layout. Available in API version 28.0 and later.
Field Name
Field Type
Description
quickActionListItems
QuickActionListItem[] Array of zero or more QuickActionList objects.
QuickActionListItem
QuickActionListItem represents an action in the QuickActionList. Available in API version 28.0 and later.
Field Name
Field Type
Description
quickActionName
string
The API name of the action.
RelatedContent
RelatedContent represents the Mobile Cards section of the page layout. Available in API version 29.0 and later.
Field Name
Field Type
Description
relatedContentItems
RelatedContentItem[] A list of layout items in the Mobile Cards section of the page layout.
RelatedContentItem
RelatedContentItem represents an individual item in the RelatedContentItem list. Available in API version 29.0 and later.
Field Name
Field Type
Description
layoutItem
LayoutItem
An individual LayoutItem in the Mobile Cards section.
RelatedListItem
RelatedListItem represents a related list in a page layout.
388
Metadata Types
Layout
Field Name
Field Type
Description
customButtons
string[]
A list of custom buttons used in the related list. For more information,
see Define Custom Buttons and Links in the Salesforce online help.
excludeButtons
string[]
A list of excluded related-list buttons.
fields
string[]
A list of fields displayed in the related list.

Retrieval of standard fields on related lists uses aliases instead of field or
API names. For example, the Fax, Mobile, and Home Phone fields
are retrieved as Phone2, Phone3, and Phone4, respectively.
relatedList
string
Required. The name of the related list.
sortField
string
The name of the field that is used for sorting.
sortOrder
SortOrder
string)
If the sortField is set, the sortOrder field determines the sort

order.
Asc - sort in ascending order
Desc - sort in descending order
SummaryLayout
Controls the appearance of the highlights panel, which summarizes key fields in a grid at the top of a page layout, when Case Feed is
enabled. Available in API version 25.0 and later.
Field Name
Field Type
Description
masterLabel
string
Required. The name of the layout label.
sizeX
int
Required. Number of columns in the highlights pane, between 1 and 4

(inclusive).
sizeY
int
Required. Number of rows in each column, either 1 or 2.
sizeZ
int
Reserved for future use. If provided, the setting is not visible to users.
summaryLayoutItems
SummaryLayoutItem[] Controls the appearance of an individual field and its column and row
position within the highlights panel grid, when Case Feed is enabled. At
least one is required.
summaryLayoutStyle
SummaryLayoutStyle
string)
Highlights panel style. Valid string values are:

Default
QuoteTemplate
DefaultQuoteTemplate
CaseInteraction
QuickActionLayoutLeftRight (Available in API version 28.0 and later.)
QuickActionLayoutTopDown (Available in API version 28.0 and later.)
389
Metadata Types
Layout
SummaryLayoutItem
Controls the appearance of an individual field and its column and row position within the highlights panel grid, when Case Feed is
enabled. You can have two fields per each grid in a highlights panel. Available in API version 25.0 and later.
Field Name
Field Type
Description
customLink
string
If the item is a custom link, this is the customLink reference.
field
string
The field name reference, relative to the page layout. Must be a standard
or custom field that also exists on the detail page.
posX
int
Required. The item's column position in the highlights panel grid. Must
be within the range of sizeX.
posY
int
Required. The item's row position in the highlights panel grid. Must be
within the range of sizeY.
posZ
int
Reserved for future use. If provided, the setting is not visible to users.

The following is the definition of a page layout:
<customConsoleComponents>
<primaryTabComponents>
<container>
<region>left</region>
<style>Stack</style>
<unit>Pixel</unit>
<width>101</width>
<sidebarComponent>
<width>60</width>
<page>simplepage1</page>
<unit>Percentage</unit>
</sidebarComponent>
<sidebarComponent>
<width>40</width>
<page>Hello_World</page>
<unit>Percentage</unit>
</sidebarComponent>
</container>
</primaryTabComponents>
<subtabComponents>
<component>
<location>top</location>
<visualforcePage>ConsoleComponentPage2</visualforcePage>
</component>
</subtabComponents>
</customConsoleComponents>
<customButtons>ButtonLink</customButtons>
390
Metadata Types
Layout
<layoutSections>
<editHeading>true</editHeading>
<label>Information</label>
<layoutColumns>
<layoutItems>
<behavior>Required</behavior>
<field>Name</field>
</layoutItems>
<layoutItems>
<scontrol>LayoutSControl</scontrol>
<showScrollbars>true</showScrollbars>
<width>50%</width>
</layoutItems>
<layoutItems>
<reportChartComponent>
<contextFilterableField>CUST_ID</contextFilterableField>
<includeContext>true</includeContext>
<reportName>Open_Accounts_by_Cases</reportName>
<showTitle>false</showTitle>
<size>LARGE</size>
<reportChartComponent>
</layoutItems>
</layoutColumns>
<layoutColumns>
<layoutItems>
<behavior>Edit</behavior>
<field>OwnerId</field>
</layoutItems>
<layoutItems>
<field>CurrencyIsoCode</field>
</layoutItems>
</layoutColumns>
<style>TwoColumnsTopToBottom</style>
</layoutSections>
<layoutSections>
<label>System Information</label>
<layoutColumns>
<layoutItems>
<behavior>Readonly</behavior>
<field>CreatedById</field>
</layoutItems>
<layoutItems>
<field>Alpha1__c</field>
</layoutItems>
<layoutItems>
<page>mcanvasPage</page>
<showScrollbars>false</showScrollbars>
391
Metadata Types
Layout
<width>100%</width>
</layoutItems>
</layoutColumns>
<layoutColumns>
<layoutItems>
<field>LastModifiedById</field>
</layoutItems>
<layoutItems>
<field>TextArea__c</field>
</layoutItems>
</layoutColumns>
</layoutSections>
<layoutSections>
<customLabel>true</customLabel>
<detailHeading>true</detailHeading>
<label>Custom Links</label>
<layoutColumns>
<layoutItems>
<customLink>CustomWebLink</customLink>
</layoutItems>
</layoutColumns>
<style>CustomLinks</style>
</layoutSections>
<quickActionList>
<quickActionName>FeedItem.TextPost</quickActionName>
<quickActionName>FeedItem.ContentPost</quickActionName>
<quickActionName>FeedItem.LinkPost</quickActionName>
<quickActionName>FeedItem.PollPost</quickActionName>
</quickActionList>
<relatedContent>
<relatedContentItems>
<layoutItem>
<component>sfa:socialPanel</component>
</layoutItem>
<relatedContentItems>
</relatedContent>
<miniLayoutFields>Name</miniLayoutFields>
<miniLayoutFields>OwnerId</miniLayoutFields>
<miniLayoutFields>CurrencyIsoCode</miniLayoutFields>
<miniLayoutFields>Alpha1__c</miniLayoutFields>
<miniLayoutFields>TextArea__c</miniLayoutFields>
<miniRelatedLists>
<relatedList>RelatedNoteList</relatedList>
392
Metadata Types
Layout
</miniRelatedLists>
<relatedLists>
<fields>StepStatus</fields>
<fields>CreatedDate</fields>
<fields>OriginalActor</fields>
<fields>Actor</fields>
<fields>Comments</fields>
<fields>Actor.Alias</fields>
<fields>OriginalActor.Alias</fields>
<relatedList>RelatedProcessHistoryList</relatedList>
</relatedLists>
<relatedLists>
<relatedList>RelatedNoteList</relatedList>
</relatedLists>
</Layout>
The following is an example of a layout using <summaryLayout>:

<layoutSections>
<label>System Information</label>
<layoutColumns>
<layoutItems>
<field>CreatedById</field>
</layoutItems>
<layoutItems>
<behavior>Required</behavior>
<field>Name</field>
</layoutItems>
</layoutColumns>
<layoutColumns>
<layoutItems>
<field>LastModifiedById</field>
</layoutItems>
</layoutColumns>
</layoutSections>
<summaryLayout>
<masterLabel>Great Name</masterLabel>
<sizeX>4</sizeX>
<sizeY>2</sizeY>
<summaryLayoutItems>
<posX>0</posX>
<posY>0</posY>
<field>Name</field>
</summaryLayoutItems>
</summaryLayout>
</Layout>
393
Metadata Types
Letterhead
The following is an example of a feed-based layout:

<Layout>
...
<feedLayout>
<leftComponents>
<componentType>customLinks</componentType>
</leftComponents>
<rightComponents>
<componentType>follow</componentType>
</rightComponents>
<rightComponents>
<componentType>followers</componentType>
</rightComponents>
<rightComponents>
<componentType>visualforce</componentType>
<page>accountCustomWidget</page>
</rightComponents>
<hideSidebar>true</hideSidebar>
<feedFilterPosition>centerDropDown</feedFilterPosition>
<feedFilters>
<feedFilerType>allUpdates</feedFilerType>
</feedFilters>
<feedFilters>
<feedFilerType>feedItemType</feedFilerType>
<feedItemType>CallLogPost</feedItemType>
</feedFilters>
<feedFilters>
<feedFilerType>feedItemType</feedFilerType>
<feedItemType>TextPost</feedItemType>
</feedFilters>
</feedLayout>
...
</Layout>
Letterhead
Represents formatting options for the letterhead in an email template. Letterheads define the look and feel of your HTML email templates.
Your HTML email templates can inherit the logo, color, and text settings from a letterhead. For more information, see Create a Letterhead
in the Salesforce online help. This type extends the Metadata metadata type and inherits its fullName field.

The file suffix for letterheads is .letter and components are stored in the letterhead directory of the corresponding package
directory.
Version
Letterheads are available in API version 12.0 and later.
394
Metadata Types
Letterhead
Fields
With the exception of logo, and horizontal and vertical alignment, all of these fields are required.
Field Name
Field Type
Description
available
boolean
Required. Indicates whether this letterhead can be used

(true) or not (false), for example, in an email template.
backgroundColor
string
Required. The background color, in hexadecimal, for example

#FF6600.
bodyColor
string
Required. The body color in hexadecimal.
bottomLine
LetterheadLine (enumeration of type string)
Required. The style for the bottom line. Valid style values
include:
color. The color of the line in hexadecimal, as a string
value.
height. The height of the line, as an int value.
description
string
Text description of how this letterhead differs from other

letterheads.
fullName
string
The internal name of the letterhead, based on the name,

but with white spaces and special characters escaped out
for validity.
footer
LetterheadHeaderFooter
Required. The style for the footer.
header
Required. The style for the header.
middleLine
LetterheadLine
Required. The style for the middle border line in your

letterhead. Valid style values include:
value.
name
string
Required. The name of the letterhead.
topLine
LetterheadLine
Required. The style for the top horizontal line below the
header. Valid style values include:
value.
LetterheadHeaderFooter represents the properties of a header or footer.
395
Metadata Types
Letterhead
Field
Field Type
Description
backgroundColor
string
Required. The background color of the header or footer in

hexadecimal format.
height
DashboardComponent[]
Required. The height of the header or footer.
horizontalAlignment
LetterheadHorizontalAlignment The horizontal alignment of the header or footer. Valid values

are:
None
Left
Center
Right
logo
string
The logo which is a reference to a document, for example

MyFolder/MyDocument.gif.
verticalAlignment
LetterheadVerticalAlignment
The vertical alignment of the header or footer. Valid values are:

None
Top
Middle
Bottom
LetterheadLine
LetterheadLine represents the properties of a line.
Field
Field Type
Description
color
string
Required. The color of the line in hexadecimal format.
height
int
Required. The height of the line.

<Letterhead xmlns="http://soap.sforce.com/2006/04/metadata">
<available>true</available>
<backgroundColor>#CCCCCC</backgroundColor>
<bodyColor>#33FF33</bodyColor>
<bottomLine>
<color>#3333FF</color>
<height>5</height>
</bottomLine>
<description>INITIAL</description>
<footer>
<backgroundColor>#FFFFFF</backgroundColor>
396
Metadata Types
LiveChatAgentConfig
<horizontalAlignment>Left</horizontalAlignment>
<verticalAlignment>Top</verticalAlignment>
</footer>
<header>
<backgroundColor>#FFFFFF</backgroundColor>
<horizontalAlignment>Left</horizontalAlignment>
<verticalAlignment>Top</verticalAlignment>
</header>
<middleLine>
<color>#AAAAFF</color>
<height>5</height>
</middleLine>
<name>SimpleLetterheadLabel</name>
<topLine>
<color>#FF99FF</color>
<height>5</height>
</topLine>
</Letterhead>
LiveChatAgentConfig
Represents the configuration of an organizations Live Agent deployment, such as how many chats can be assigned to an agent and
whether or not chat sounds are enabled. This type extends the Metadata metadata type and inherits its fullName field.

LiveChatAgentConfig configurations are referenced in the <developer_name>.liveChatAgentConfig file in the
liveChatAgentConfigs directory.
Version
LiveChatAgentConfig is available in API version 28.0 and later.
Fields
Field Name
Field Type
Description
assignments
AgentConfigAssignments Specifies how agent configurations are assigned to Live

Agent users. Agent configurations can be assigned to sets
of users or sets of profiles.
autoGreeting
string
Specifies the greeting that displays when a customer begins

a chat with an agent.
capacity
int
Specifies the maximum number of chats in which an agent

can be engaged at a time.
397
Metadata Types
LiveChatAgentConfig
Field Name
Field Type
Description
criticalWaitTime
int
Specifies the number of seconds an agent can wait to answer

an engaged chat before the chat tab flashes to alert the agent
to answer it.
enableAgentSneakPeek
boolean
Specifies whether a supervisor can see the content of an

agents message before they send it to a customer (true)
or not (false).
enableAssistanceFlag
boolean
Indicates whether agents can raise an assistance flag to notify

a supervisor that they need help. Available in API version
35.0 and later.
enableAutoAwayOnDecline
boolean
Indicates whether an agent appears as away (true) or

not (false) when an agent declines a chat with a customer.
enableAutoAwayOnPushTimeout
boolean
Indicates whether an agent appears as away (true) or

not (false) when a chat request that's been pushed to the
agent times out. Available in API version 34.0 and later.
enableAgentFileTransfer
boolean
Indicates whether file transfer is enabled for agents (true)

or not (false). Available in API version 31.0 and later.
enableChatConferencing
boolean
Indicates whether chat conferencing is enabled for agents

(true) or not (false). Available in API version 34.0 and
later.
enableChatTransfer
boolean
Indicates whether chat transfer is enabled for agents (true)

or not (false). Available in API version 31.0 and later.
enableLogoutSound
boolean
Indicates whether a sound will play (true) or not (false)

when an agent logs out of Live Agent.
enableNotifications
boolean
Indicates whether notifications of incoming chats appear for

agents (true) or not (false).
enableRequestSound
boolean
Indicates whether a sound will play (true) or not (false)

when a customer requests to chat with an agent.
enableSneakPeek
boolean
Indicates whether previews of customers messages are

displayed as customers type (true) or not (false) in the
agents Live Agent window. Available in API version 29.0 and
later.
enableVisitorBlocking
boolean
Indicates whether an agent can block a visitor by IP address

(true) or not (false). Available in API version 34.0 and
later.
label
string
Specifies the name of the configuration for agents default

chat settings.
supervisorDefaultAgentStatusFilter SupervisorAgentStatusFilter Specifies the Live Agent status for filtering the Agent Status
string)
398
list in the Supervisor Panel. Valid values are:

Online
Metadata Types
LiveChatAgentConfig
Field Name
Field Type
Description
Away
Offline
supervisorDefaultButtonFilter string
Specifies the default button for filtering the Agent Status list
in the Supervisor Panel. Available in API version 29.0 and
later.
supervisorDefaultSkillFilter string
Specifies the default skill for filtering the Agent Status list in
the Supervisor Panel. Available in API version 29.0 and later.
supervisorSkills
SupervisorAgentConfigSkills Specifies the list of agent skills that are assigned to a

supervisor, as specified in their assigned Live Agent
configuration. Available in API version 29.0 and later.
transferableButtons
AgentConfigButtons
Specifies the list of chat buttons that agents can transfer

chats to. Available in API version 31.0 and later.
transferableSkills
AgentConfigSkills
Specifies the list of skill groups that agents can transfer chats
to. Available in API version 31.0 and later.
AgentConfigAssignments
Represents the assignments of an organizations profiles and users to a Live Agent configuration.
Fields
Field Name
Field Type
Description
profiles
AgentConfigProfileAssignments
Specifies the profiles that are associated with a specific

agent configuration.
users
AgentConfigUserAssignments
Specifies the users that are associated with a specific agent

configuration.
AgentConfigButtons
Represents the chat buttons that agents who are associated with the Live Agent configuration can transfer chats to.
Fields
Field Name
Field Type
Description
button
string[]
Specifies the chat buttons that agents can transfer chats

to.
399
Metadata Types
LiveChatAgentConfig
AgentConfigProfileAssignments
Represents the profiles associated with a specific Live Agent configuration.
Fields
Field Name
Field Type
Description
profile
string
Specifies the custom name of the profile associated with a

specific agent configuration.
AgentConfigSkills
Represents the skill groups that agents who are associated with the Live Agent configuration can transfer chats to.
Fields
Field Name
Field Type
Description
skill
string[]
Specifies the skill groups that agents can transfer chats to.
AgentConfigUserAssignments
Represents the users associated with a specific Live Agent configuration.
Fields
Field Name
Field Type
Description
user
string
Specifies the username of the user associated with a specific

agent configuration.
SupervisorAgentConfigSkills
Represents the agent skills associated with a supervisors Live Agent configuration. Available in API version 29.0 and later.
Fields
Field Name
Field Type
Description
skill
string
Specifies the agent skills available for filtering the Agent

Status list in the Supervisor Panel.
400
Metadata Types
LiveChatButton

This is a sample of a liveChatAgentConfig file.
<LiveChatAgentConfig xmlns="http://soap.sforce.com/2006/04/metadata">
<label>My Agent Configuration 1</label>
<autoGreeting>Hi, how can I help you?</autoGreeting>
<capacity>5</capacity>
<enableAutoAwayOnDecline>true</enableAutoAwayOnDecline>
<enableLogoutSound>true</enableLogoutSound>
<enableNotifications>true</enableNotifications>
<enableRequestSound>true</enableRequestSound>
<enableSneakPeek>true</enableSneakPeek>
<assignments>
<profiles>
<profile>standard</profile>
</profiles>
<users>
<user>[email protected]</user>
</users>
</assignments>
</LiveChatAgentConfig>
LiveChatButton
Represents a Live Agent deployments settings for the button that customers click to chat with an agent and the chat window, such as
the label that appears on the button and the pre-chat form that appears before a live chat begins. This type extends the Metadata

LiveChatButton configurations are stored in the <developer_name>.liveChatButton file in the liveChatButtons
directory.
Version
LiveChatButton is available in API version 28.0 and later.
Fields
Field Name
Field Type
Description
chasitorIdleTimeout
int
Specifies the amount of idle time before the chat

times out. The idle time starts being counted
after the agent sends the last chat message.
401
Metadata Types
Field Name
LiveChatButton
Field Type
Description
chasitorIdleTimeoutWarning int
Specifies the amount of idle time before a

warning appears. The idle time starts being
counted after the agent sends the last chat
message. Available in API version 35.0 and later.
chatPage
string
Specifies the page that hosts your chat if that

page differs from the Live Agent chat window.
enableQueue
boolean
Indicates whether queuing is enabled (true)

or not (false).
label
string
Specifies the text that appears on the button.
numberOfReroutingAttempts int
Specifies the number of times a chat request can

be rerouted to available agents if all agents reject
the chat request. Available in API version 30.0
and later.
offlineImage
string
Specifies the image that appears on the button

when no agents are available to chat.
onlineImage
string
Specifies the image that appears on the button

when agents are available to chat.
optionsCustomRoutingIsEnabled boolean
Indicates whether custom routing is enabled for

incoming chat requests (true) or not (false).
optionsHasChasitorIdleTimeout boolean
Indicates whether the visitor idle timeout feature

is enabled. Available in API version 35.0 and later.
optionsHasInviteAfterAccept boolean
Indicates whether a new chat invitation triggers

after a customer accepts a previous chat
invitation (true) or not (false).
optionsHasInviteAfterReject boolean
Indicates whether a new chat invitation triggers

after a customer rejects a previous chat invitation
optionsHasRerouteDeclinedRequest boolean
Indicates whether a chat request, which has been

rejected by all available agents, should be
rerouted to available agents again (true) or not
(false). Available in API version 30.0 and later.
boolean
Indicates whether a chat request should be

automatically accepted by the agent its assigned
to (true) or not (false). For chat buttons and
automated chat invitations with
routingType set to MostAvailable or
LeastActive. Available in API version 30.0
and later.
optionsIsAutoAccept
402
Metadata Types
Field Name
LiveChatButton
Field Type
Description
optionsIsInviteAutoRemove boolean
Indicates whether a chat invitation is set to

automatically disappear from a customers screen
after a certain amount of time (true) or not
(false).
overallQueueLength
int
Specifies the maximum number of chat requests

that are allowed to queue.
perAgentQueueLength
int
Specifies the number of chat requests that are

allowed to queue for an agent with the required
skills.
postChatPage
string
Specifies the name of the post-chat form to

which customers are routed when the chat ends.
postChatUrl
string
Specifies the URL of the post-chat form to which

customers are routed when the chat ends.
preChatFormPage
string
Specifies the name of the pre-chat form to which

customers are routed before a chat begins.
preChatFormUrl
string
Specifies the URL of the pre-chat form to which

customers are routed when the chat begins.
pushTimeOut
int
Specifies the number of seconds an agent has

to answer an incoming chat request before the
request is routed to another agent.
routingType
LiveChatButtonRoutingType (enumeration
of type string)
Specifies how incoming chats should be routed

to agents when a customer pushes a button.
Valid values are:
Choice
LeastActive
MostAvailable
site
string
Specifies the Force.com site that hosts your

custom chat button images or custom chat page.
Note: You must have the
CustomDomain permission enabled in
your organization before you can use a
Force.com site with Live Agent.
skills
LiveChatButtonSkills
Specifies the skills associated with the button.

When a customer clicks the button to chat, they
are automatically routed to agents with those
skills.
windowLanguage
Language
Specifies the language preferences for the chat

window associated with the button.
403
Metadata Types
LiveChatDeployment
LiveChatButtonSkills
Represents the skills associated with a chat button.
Fields
Field Name
Field Type
Description
skill
string
Specifies the name of the skill.

This is a sample of a liveChatButton file.
<LiveChatButton xmlns="http://soap.sforce.com/2006/04/metadata">
<label>My Button 1</label>
<chatPage>ChatterAnswersLogin</chatPage>
<enableQueue>true</enableQueue>
<offlineImage>MyOfflineButton</offlineImage>
<onlineImage>MyOnlineButton</onlineImage>
<perAgentQueueLength>5</perAgentQueueLength>
<postchatPage>AnswersHome</postchatPage>
<prechatFormPage>AccountVF</prechatFormPage>
<pushTimeOut>300</pushTimeOut>
<routingType>LeastActive</routingType>
<site>LiveAgentSite</site>
<skills>
<skill>Skill1</skill>
<skill>Skill2</skill>
</skills>
</LiveChatButton>
Note: If you update your chat button through the Metadata API, be sure to update all Web pages that use the same chat button
code.
LiveChatDeployment
Represents the configuration settings for a specific Live Agent deployment, such as the branding image for the deployment and whether
or not chat transcripts are automatically saved. This type extends the Metadata metadata type and inherits its fullName field.

LiveChatDeployment values are stored in the <developer_name>.liveChatDeployment file in the
liveChatDeployments directory.
404
Metadata Types
LiveChatDeployment
Version
LiveChatDeployment is available in API version 28.0 and later.
Fields
Field Name
Field Type
Description
brandingImage
string
Specifies the branding image for the

deployment.
displayQueuePosition
boolean
(Pilot) Determines whether a customers queue

position is displayed in a standard chat window
while the customer waits for an agent to
respond to the chat request (true) or not
(false). This field is available as a pilot in API
version 32.0. To enable this field, contact
Salesforce.
domainWhiteList
LiveChatDeploymentDomainWhiteList
Specifies the list of domains that can host the

deployment.
enablePrechatApi
boolean
Indicates whether or not the pre-chat API is

enabled for the deployment (true) or not
(false).
enableTranscriptSave
boolean
Indicates whether chat transcripts are

automatically saved after a chat ends (true)
or not (false).
label
string
Specifies the name of the deployment.
mobileBrandingImage
string
Specifies the branding image for the

deployment that appears when customers
access the deployment on a mobile device.
site
string
Specifies the site that hosts the images for the

deployment.
Note: You must have the
CustomDomain permission enabled
in your organization before you can use
a Force.com site with Live Agent.
windowTitle
string
Specifies the title of the window associated

with the deployment.
LiveChatDeploymentDomainWhiteList
Represents a Live Agent deployments domain whitelist.
405
Metadata Types
Fields
Field Name
Field Type
Description
domain
string
Specifies a domain that can host the deployment.

This is a sample of a liveChatDeployment file.
<LiveChatDeployment xmlns="http://soap.sforce.com/2006/04/metadata">
<label>My Deployment 1</label>
<brandingImage>pkb_image_bannerBg</brandingImage>
<mobileBrandingImage>pkb_image_bgBottom</mobileBrandingImage>
<domainWhiteList>
<domain>mydomain</domain>
<domain>test</domain>
</domainWhiteList>
<enableTranscriptSave>true</enableTranscriptSave>
<site>GL_Knowledge_Base</site>
<windowTitle>My window title</windowTitle>
</LiveChatDeployment>
Note: If you update your deployment through the Metadata API, be sure to update all Web pages that use the same deployment
code.
Represents a rule for masking or deleting data of a specified pattern. Written as a regular expression (regex).
Use this object to mask or delete data of specified patterns, such as credit card, social security, phone and account numbers, or even
profanity. This type extends the Metadata metadata type and inherits its fullName field.

LiveChatSensitiveDataRule components have the suffix .liveChatSensitiveDataRule and are stored in the
liveChatSensitiveDataRule folder.
Version
LiveChatSensitiveDataRule components are available in API version 35.0 and later.
406
Metadata Types
Fields
Field Name
Field Type
Description
actionType
SensitiveDataActionType Required. The action to take on the text when the sensitive data rule is
(enumeration of
triggered. Possbile values are:
type string)
Remove
Replace
description
string
The description of the sensitive data rulefor example, Block social

security numbers.
enforceOn
int
Required. Determines the roles on which the rule is enforced. The value
is determined using bitwise OR operation. There are seven possible
values:
1. Rule enforced on Agent
2. Rule enforced on Visitor
3. Rule enforced on Agent and Visitor
4. Rule enforced on Supervisor
5. Rule enforced on Agent and Supervisor
6. Rule enforced on Visitor and Supervisor
7. Rule enforced on Agent, Visitor, and Supervisor
isEnabled
boolean
Required. Specifies whether a sensitive data rule is active (true) or not

(false). Default value (if none is provided) is false.
pattern
string
Required. The pattern of text blocked by the rule. Written as a JavaScript

regular expression (regex).
replacement
string
The string of characters that replaces the blocked text (if ActionType
Replace is selected).

The following is an example of a LiveChatSensitiveDataRule component.
<LiveChatSensitiveDataRule xmlns="http://soap.sforce.com/2006/04/metadata">
<actionType>REPLACE</actionType>
<enforceOn>7</enforceOn>
<isEnabled>true</isEnabled>
<pattern>[aeiou]</pattern>
<replacement></replacement>
</LiveChatSensitiveDataRule>


<apiAccessLevel>Unrestricted</apiAccessLevel>
<types>
<members>Change_For_all</members>
<name>LiveChatSensitiveDataRule</name>
</types>
</Package>
ManagedTopics
Represents navigational and featured topics managed in a community. A specific community is represented by the Network component.
Note: The related network must exist before you deploy managed topics. (This occurs automatically when deploying an entire
organization.)

Components have the suffix managedTopics and are stored in the managedTopics folder. In that folder, youll find separate files for each
network (for example, NetworkNameA.managedTopics and NetworkNameB.managedTopics).
Version
ManagedTopics components are available in API version 32.0 and later.
Fields
Field Name
Field Type
Description
ManagedTopic
ManagedTopic
Represents a specific navigational or featured topic.
ManagedTopic
Field Name
Field Type
Description
name
string
The topic name.
managedTopicType
string
The topic type: Navigational or Featured
topicDescription
string
An optional description of topic contents. This field is accessible only via

the API; there is no corollary in the user interface.
parentName
string
The name of a parent topic for which this topic is a child. Child topics are
accessible from the subtopics section of the parent topic page and their
feeds are added to the parent topic feed.
Only navigational topics support parent-child relationships.
408
Metadata Types
ManagedTopics
Field Name
Field Type
Description
position
int
The placement of this topic relative to others of the same type. The results
differ depending on topic type:
For top-level navigational topics, position arranges the Topics
menu in the community.
For child navigational topics, it arranges sibling topics in the subtopics
section.
For featured topics, it arranges topic thumbnail images on the
community home page.
Enter a number between 0 and 24. (The maximum amount of navigational
or featured topics is 25.)

The following example retrieves or deploys managed topics for all networks:
<types>
<name>ManagedTopics</name>
</types>
</Package>
The following example shows a package.xml file referencing the ManagedTopics component:
<types>
<members>NetworkName</members>
<name>ManagedTopics</name>
</types>
</Package>
The following example shows the ManagedTopics component itself:

<ManagedTopics>
<ManagedTopic>
<name>Running</name>
<managedTopicType>Navigational</managedTopicType>
<topicDescription>Training advice</topicDescription>
<parentName></parentName>
</ManagedTopic>
<ManagedTopic>
<name>Hiking</name>
<topicDescription>Routes and gear</topicDescription>
409
Metadata Types
MatchingRule
</ManagedTopic>
<ManagedTopic>
<name>Trails</name>
<topicDescription>Maps for local favorites</topicDescription>
<parentName>Hiking</parentName>
</ManagedTopic>
<ManagedTopic>
<name>Backpacks</name>
<topicDescription>Recommended models</topicDescription>
<parentName>Hiking</parentName>
</ManagedTopic>
<ManagedTopic>
<name>Footwear</name>
<managedTopicType>Featured</managedTopicType>
<topicDescription>Suggested types for each sport</topicDescription>
</ManagedTopic>
<ManagedTopic>
<name>Conditioning</name>
<managedTopicType>Featured</managedTopicType>
<topicDescription>How to get fit for any activity</topicDescription>
</ManagedTopic>
</ManagedTopics>
MatchingRule
Represents a matching rule that is used to identify duplicate records. This type extends the Metadata metadata type and inherits its
fullName field.

Matching rule components have the .matchingRule suffix and are stored in the matchingRules folder. The name of the
component file is the standard or custom object name that is associated with the matching rule.
Version
MatchingRule is available in API version 33.0 and later.
410
Metadata Types
MatchingRule
Fields
Field Name
Field Type
Description
booleanFilter
string
Specifies filter logic conditions. For more information on filter logic, see
Getting the Most Out of Filter Logic in the Salesforce Help.
description
string
The description of the matching rule.
label
string
Required. The name of the matching rule.
matchingRuleItems
MatchingRuleItem
The criteria that make up a matching rule.
ruleStatus
MatchingRuleStatus Required. The activation status of the matching rule. Values are:
(enumeration of
Inactive
type string)
Deactivating
DeactivationFailed
Active
Activating
ActivationFailed
Important: The only valid values you can declare when
deploying a package are Active and Inactive.
MatchingRuleItem
Field Name
Field Type
Description
blankValueBehavior
BlankValueBehavior Specifies how blank fields affect whether the fields being compared are
(enumeration of type considered matches. Valid values are:
string)
MatchBlanks
NullNotAllowed (default)
fieldName
string
Required. Indicates which field to compare when determining if a record is

similar enough to an existing record to be considered a match.
matchingMethod
MatchingMethod
Required. Defines how the fields are compared. Choose between the exact
(enumeration of type matching method and various fuzzy matching methods. Valid values are:
string)
Exact
FirstName
LastName
CompanyName
Phone
City
Street
Zip
411
Metadata Types
Field Name
MatchingRule
Field Type
Description
Title
For details on each matching method, see Matching Methods Used with
Matching Rules in the Salesforce Help.

The following is a sample XML definition of a matching rule. A matching rule can be associated with either a standard or a custom object.
<MatchingRules xmlns="http://soap.sforce.com/2006/04/metadata">
<matchingRules>
<fullName>AccountMatchingRule</fullName>
<label>Matching rule for accounts</label>
<description>this is sample rule description</description>
<matchingRuleItems>
<blankValueBehavior>NullNotAllowed</blankValueBehavior>
<fieldName>BillingCity</fieldName>
<matchingMethod>City</matchingMethod>
</matchingRuleItems>
<matchingRuleItems>
<blankValueBehavior>NullNotAllowed</blankValueBehavior>
<fieldName>Name</fieldName>
<matchingMethod>CompanyName</matchingMethod>
</matchingRuleItems>
<ruleStatus>Inactive</ruleStatus>
</matchingRules>
</MatchingRules>
The following package.xml shows how to reference a matching rule by name. It specifies the type name of MatchingRule.
<types>
<members>Account.AccountMatchingRule</members>
<name>MatchingRule</name>
</types>
</Package>
The following package.xml shows how to reference all matching rules by specifying the plural MatchingRules type name and using
a wildcard to include all members.
<types>
<name>MatchingRules</name>
</types>
412
Metadata Types
Metadata
</Package>
Metadata
This is the base class for all metadata types. You cannot edit this object. A component is an instance of a metadata type.
Metadata is analogous to sObject, which represents all standard objects. Metadata represents all components and fields in Metadata
API. Instead of identifying each component with an ID, each custom object or custom field has a unique fullName, which must be
distinct from standard object names, as it must be when you create custom objects or custom fields in the Salesforce user interface.
Version
Metadata components are available in API version 10.0 and later.
Fields
Field Name
Field Type
Description
fullName
string
Required. The name of the component. If a field, the name must specify
the parent object, for example Account.FirstName. The __c suffix
must be appended to custom object names and custom field names
when you are setting the fullName. For example, a custom field in a
custom object could have a fullName of
MyCustomObject__c.MyCustomField__c.
To reference a component in a package, prepend the packages
namespace prefix to the component name in the fullName field. Use
the following syntax: namespacePrefix__ComponentName.
For example, for the custom field component
MyCustomObject__c.MyCustomField__c and the namespace
MyNS, the full name is
MyNS__MyCustomObject__c.MyCustomField__c.
Note: A namespace prefix is a 1 to 15-character alphanumeric
identifier that distinguishes your package and its contents from
other publishers packages. For more information, see Register a
Namespace Prefix in the Salesforce Help.
SEE ALSO:
CustomObject
CustomField
MetadataWithContent
413
Metadata Types
MetadataWithContent
MetadataWithContent
This is the base type for all metadata types that contain content, such as documents or email templates. It extends Metadata. You cannot
edit this object.
Version
MetadataWithContent components are available in API version 14.0 and later.
Fields
Field Name
Field Type
Description
content
base64Binary
Base 64-encoded binary data. Prior to making an API call, client

applications must encode the binary attachment data as base64. Upon
receiving a response, client applications must decode the base64 data
to binary. This conversion is usually handled for you by a SOAP client.
fullName
string
Required. The name of the component. The fullName can contain

only underscores and alphanumeric characters. It must be unique, begin
with a letter, not include spaces, not end with an underscore, and not
contain two consecutive underscores.
a call.
SEE ALSO:
Metadata
MilestoneType
Represents the name and description of a milestone, which you can use in an entitlement process to track important steps in cases. This

Milestone types are stored in the milestoneTypes directory of the corresponding package directory. The extension is
.milestoneType.
Version
MilestoneType is available in API version 27.0 and later.
414
Metadata Types
ModerationRule
Fields
Field Name
Field Type
Description
description
string
The description of the milestone.
RecurrenceType
MilestoneTypeRecurrenceType The type of recurrence for the milestone. Available in API version 29.0
(enumeration of
type string)
and later. Valid values are:

noneSpecifies no recurrence for the milestone. The milestone
occurs only once until the entitlement process exits.
recursIndependentlySpecifies independent recurrence
for the milestone.
recursChainedSpecifies sequential recurrence for the
milestone.

This is a sample milestone type.
<MilestoneType xmlns="http://soap.sforce.com/2006/04/metadata">
<description>First Response Time</description>
</MilestoneType>
And, heres the sample package.xml file that references the MilestoneType component definition:
<types>
<members>* or a valid name of a milestone type</members>
<name>MilestoneType</name>
</types>
</Package>
ModerationRule
Represents a rule used in your community to moderate user-generated content. Each rule specifies the user-generated content the rule
applies to, the criteria to enforce the rule on, and the moderation action to take. You can create rules that block, flag, or replace
user-generated content that contains offensive language or inappropriate content. This type extends the Metadata metadata type and
inherits its fullName field.
Community moderation rules created with the Metadata API are more powerful than moderation rules set up in the Community
Management UI. For example, in the UI you could create a rule that moderates posts and comments. In the Metadata API you could
create a rule that moderates only the Link Name of a Link feed type. Use the Metadata API to express complex moderation rules.
Important: Dont update moderation rules you create using the Metadata API in the Community Management UI. If you do, you
overwrite relevant Metadata API fields or the fields are ignored.
Keep the following things in mind when creating moderation rules:
415
Metadata Types
ModerationRule
Your organization can have up to 30 rules. This limit is per organization, not per community.
Each rule can have up to three criteria.
Rules that block content run first, followed by rules that replace content, then rules that flag content. If two or more rules perform
the same action, the oldest rule runs first.

ModerationRule components have the suffix .rule and are stored in the moderation directory of the corresponding package
directory. The file name format follows community_name.moderation_rule_developer_name.rule.
Version
ModerationRule components are available in API version 36.0 and later.

To view, create, edit, and delete moderation rules, you need the Manage Communities or Create and Set Up Communities permission.
Fields
Field Name
Field Type
Description
action
ModerationRuleAction Required. Indicates the moderation action that you want to take.
activate
boolean
Required. Indicates whether the moderation rule is active (true) or

inactive (false).
description
string
A description of the moderation rule.
entitiesAndFields
ModeratedEntityField[] Indicates the types of user-generated content this moderation rule

applies to.
masterLabel
string
Required. Label for the moderation rule.
userMessage
string
The message you want your community members to see when their
content is blocked. Use the %BLOCKED_KEYWORD% variable to display
up to five blocked words in the user message. If you dont specify a
message, the user sees the standard message: You can't use
%BLOCKED_KEYWORD% or other inappropriate words in this
community. Review your content and try again.
ModerationRuleAction
The moderation action to take when your criteria is matched.
416
Metadata Types
Field Name
ModerationRule
Field Type
Description
ModerationRuleAction ModerationRuleAction Required. Indicates the moderation action to take when your criteria is matched.
(enumeration of type The valid values are:

string)
Block
Replace
Flag
ModeratedEntityField
The fields and entities you want to moderate.
Field Name
Field Type
Description
entityName
string
Required. Indicates the types of user-generated content the moderation rule

applies to. Post and comments only apply to content created in groups and
user profiles. All feed types, such as polls and links, are supported.
fieldName
string
Indicates the field the moderation rule applies to.

Note: To moderate feed posts, use entityName FeedItem with
fieldName RawBody. To moderate feed comments, use
entityName FeedComment with fieldName
RawCommentBody These two field names are internal only and dont
appear in other API documentation.
keywordList
KeywordList string
Indicates the keyword list that you want to moderate against.

The following is an example of a ModerationRule component.
<ModerationRule xmlns="http://soap.sforce.com/2006/04/metadata">
<description>Blocks Bad Word List in posts, comments, Link URLs, titles, and poll
choices.</description>
<masterLabel>Blocking Rule</masterLabel>
<action>Block</action>
<userMessage>You can't use %BLOCKED_KEYWORD% or other inappropriate words in this
community. Review your content and try again.</userMessage>

<entitiesAndFields>
<entityName>FeedComment</entityName>
<fieldName>RawCommentBody</fieldName>
<keywordList>community1.badword_list</keywordList>
</entitiesAndFields>
<entitiesAndFields>
<entityName>FeedItem</entityName>
417
Metadata Types
NamedCredential
<fieldName>LinkUrl</fieldName>

<entitiesAndFields>
<fieldName>RawBody</fieldName>
<entitiesAndFields>
<fieldName>Title</fieldName>
<entitiesAndFields>
<entityName>FeedPollChoice</entityName>
<fieldName>ChoiceBody</fieldName>
</ModerationRule>

<types>
<name>ModerationRule</name>
<members>community1.blocking_rule</members>
</types>
</Package>
NamedCredential
Represents a named credential, which specifies the URL of a callout endpoint and its required authentication parameters in one definition.
A named credential can be specified as an endpoint to simplify the setup of authenticated callouts.

NamedCredential components have the suffix .namedCredential and are stored in the namedCredentials folder.
Version
NamedCredential components are available in API version 33.0 and later.
418
Metadata Types
NamedCredential
Fields
Field Name
Field Type
Description
authProvider
string
The authentication provider that the AuthProvider component represents.
certificate
string
If you specify a certificate, your Salesforce org supplies it when

establishing each two-way SSL connection with the external system.
The certificate is used for digital signatures, which verify that requests
are coming from your Salesforce org.
endpoint
string
The URL or root URL of the callout endpoint. Corresponds to URL in the
user interface.
label
string
A user-friendly name for the named credential that appears in the

Salesforce user interface, such as in list views.
oauthRefreshToken
string
The OAuth refresh token. Used to obtain a new access token for an end
user when a token expires.
oauthScope
string
Specifies the scope of permissions to request for the access token.

Corresponds to Scope in the user interface.
oauthToken
string
The access token thats issued by your authorization server.
password
string
The password to be used by your org to access the external system.

Ensure that the credentials have adequate privileges to access the
external system. Depending on how you set up access, you might need
to provide the administrator password.
principalType
External
Determines whether you're using one set or multiple sets of credentials
PrincipalType to access the external system. Corresponds to Identity Type in
(enumeration of
type string)
the user interface. The valid values are:

Anonymous
PerUser
NamedUser
protocol
Authentication The authentication protocol for accessing the external system. The valid
values are:
Protocol
(enumeration of
type string)
NoAuthentication
Oauth
Password
username
string
The username to be used by your org to access the external system.

Ensure that the credentials have adequate privileges for performing
callouts to the external system. Depending on how you set up access,
you might need to provide the administrator username.
419
Metadata Types
Network

The following is an example of a NamedCredential component.
<NamedCredential xmlns="http://soap.sforce.com/2006/04/metadata">
<endpoint>https://my_endpoint.example.com</endpoint>
<label>My Named Credential</label>
<principalType>PerUser</principalType>
<protocol>NoAuthentication</protocol>
</NamedCredential>
Network
Represents a community. Communities are branded spaces for your employees, customers, and partners to connect. You can customize
and create communities to meet your business needs, then transition seamlessly between them. Use the Network component for
Salesforce Communities. If you want to create zones that contain Chatter Answers and Ideas, use the Community (Zone) component.

Network components are stored in the networks directory of the corresponding package directory. The file name matches the
community name, and the extension is .network.
Version
This object is available in API version 28.0 and later.
Fields
Field
Field Type
Description
allowedExtensions
string
Specifies the types of files allowed in your community.

This whitelist of file types lets you control what your
community members upload and also prevents spammers
from polluting your community with inappropriate files.
allowMembersToFlag
boolean
Determines whether users in the community can flag

posts or comments as inappropriate. Flagged items are
sent to a community moderator for review. Available in
branding
Branding
The color scheme, header, and footer used in the

community.
caseCommentEmailTemplate
string
Email template used when notifying community members

when a case comment has been modified or added to a
case.
420
Metadata Types
Network
Field
Field Type
Description
changePasswordTemplate
string
Email template used when notifying a user that their

password has been reset.
description
string
Description of the community.
emailSenderAddress
string
Email address from which community emails are sent.
emailSenderName
string
Name from which community emails are sent.
enableGuestChatter
boolean
Specifies whether guest users can access public Chatter

groups in the community without logging in.
enableInvitation
boolean
Determines whether users can invite others to the

community.
enableKnowledgeable
boolean
Determines if community members can see whos

knowledgeable on topics and endorse people for their
knowledge on a topic. Available in API version 30.0 and
later.
enableNicknameDisplay
boolean
Determines if user nicknames display instead of their first

and last names in most places in the community. Set to
false by default. Available in API version 32.0 and later.
enablePrivateMessages
boolean
Determines if community members can send and receive

private messages. Available in API version 30.0 and later.
enableReputation
boolean
Determines if reputation is calculated and displayed for

community members. Available in API version 31.0 and
later.
If enabled, reputationLevels and
reputationPointsRules are used. If no
reputationLevels or
reputationPointsRules are not defined in the
data file, the default values are used.
forgotPasswordTemplate
string
The email template used when a user forgets their

password.
maxFileSizeKb
int
Specifies the maximum file size (in KBs) that members can
upload in your community. Available in API version 36.0
and later. Enter a number between 3072 KB and your orgs
maximum file size. To use the default limit of 2 GB, leave
this field empty.
networkMemberGroups
NetworkMemberGroups
The profiles and permission sets that have access to the

community. Users with these profiles or permission sets
are members of the community.
Note: If a Chatter customer (from a customer
group) is assigned a permission set that is also
421
Metadata Types
Field
Network
Field Type
Description
associated with a community, the Chatter customer
isnt added to the community.
newSenderAddress
string
Email address that has been entered as the new value for
EmailSenderAddress but has not been verified
yet. After a user has requested to change the sender email
address and has successfully responded to the verification
email, the NewSenderAddress value overwrites the
value in EmailSenderAddress. This becomes the
email address from which community emails are sent.
picassoSite
string
Name of the Site.com site linked to the community.
reputationLevels
ReputationLevelDefinitions
The reputation levels assigned to members when they

accrue points by performing certain actions.
reputationPointsRules
ReputationPointsRules
The points members accrue when they perform certain

defined actions.
selfRegProfile
string
The profile assigned to users who self register. This value

is used only if selfRegistration is enabled for the
community. Available in API version 29.0 and later.
selfRegistration
boolean
Determines whether self-registration is available for the

community.
sendWelcomeEmail
boolean
Determines whether a welcome email is sent when a new

user is added to the community.
site
string
The CustomSite associated with the community.
status
NetworkStatus[]
Status of the community. Available values are:

LiveThe community is online and members can
access it.
DownForMaintenanceThe community was
previously published, but was taken offline. Members
with Create and Set Up Communities can still access
the setup for offline communities regardless of profile
or membership. Members are not able to access offline
communities, but they still appear in the user interface
drop-down as CommunityName (Offline).
UnderConstructionThe community has not yet
been published. Users with Create and Set Up
Communities can access communities in this status
if their profile is associated with the community.
Once a community is published, it can never be in
this status again.
422
Metadata Types
Network
Field
Field Type
Description
tabs
NetworkTabSet
The tabs that are available in the community. The user

that created the community selected these tabs.
urlPathPrefix
string
The first part of the path on the site's URL that

distinguishes this site from other sites. For example, if your
site URL is mycompany.force.com/partners,
then partners is the urlPathPrefix.
welcomeTemplate
string
The email template used when sending welcome emails

to new community members.
Branding
Represents the branding and color scheme applied to the community.
Field
Field Type
Description
loginFooterText
string
The text that appears in the footer of the

community login page.
loginLogo
string
The logo that appears on the community

login page for external users.
pageFooter
string
An image that appears on the footer of the

community pages. Must be an .html file.
pageHeader
string
An image that appears on the header of the

community pages. Can be an .html, .gif, .jpg,
or .png file.
primaryColor
string
The color used for the active tab.
primaryComplementColor
string
Font color used with primaryColor.
quaternaryColor
string
The background color for pages in the

community.
quaternaryComplementColor
string
Font color used with

quaternaryColor.
secondaryColor
string
The color used for the top borders of lists

and tables.
tertiaryColor
string
The background color for section headers

on edit and detail pages.
tertiaryComplementColor
string
Font color used with tertiaryColor.
zeronaryColor
string
The background color for the header.
zeronaryComplementColor
string
Font color used with zeronaryColor.
423
Metadata Types
Network
NetworkMemberGroup
Represents the profiles and permission sets that are assigned to the community. Users with one of the profiles or permission sets are
members of the community, unless the user is a Chatter customer (from a customer group).
Field
Field Type
Description
permissionSet
string
A permission set that is assigned to the

community.
Note: If a Chatter customer (from a
customer group) is assigned a
permission set that is also associated
with a community, the Chatter
customer isnt added to the
community.
string
A profile that is part of the community.
Field
Field Type
Description
smallImage
string
Custom image associated with a reputation

level. Use files with these extensions: .jpeg,
.png, or .gif. Images are stored as
documents. If not specified, the default
reputation level image is used. Available in
profile
ReputationBranding
Branding for the reputation level.
ReputationLevelDefinitions
Represents reputation levels members can achieve by performing certain defined actions in a community.
Field
Field Type
Description
level
ReputationLevel[]
Represents reputation levels.
ReputationLevel
Represents the name and lower value of the reputation level. The upper value is calculated by the application.
424
Metadata Types
Network
Field
Field Type
Description
branding
ReputationBranding[]
Represents any branding associated with

the reputation level, specifically, the custom
image for the reputation level.
This field is optional. If not specified, the
default reputation level image is used.
label
string
Name of the reputation level.

This field is optional. If not specified, one of
the 10 defaults are used.
Level 1
Level 2
Level 3
Level 4
Level 5
Level 6
Level 7
Level 8
Level 9
Level 10
lowerThreshold
double
Required. The lower value in the range for

this reputation level. For example, if this
reputation level is for points 150, 1 is the
lowerThreshold.
ReputationPointsRules
Represents points rules in a communitys point system.
Field
Field Type
Description
pointsRule
ReputationPointsRule[]
Represents events and their associated

points.
ReputationPointsRule
Represents the event and associated point value for a points rule. When a user acts, they accrue the associated points.
425
Metadata Types
Network
Field
Field Type
Description
eventType
string
Required. The type of event a member has to perform to get points.

The available values are:
FeedItemWriteAPost
FeedItemWriteAComment
FeedItemReceiveAComment
FeedItemLikeSomething
FeedItemReceiveALike
FeedItemMentionSomeone
FeedItemSomeoneMentionsYou
FeedItemShareAPost
FeedItemSomeoneSharesYourPost
FeedItemPostAQuestion
FeedItemAnswerAQuestion
FeedItemReceiveAnAnswer
FeedItemMarkAnswerAsBest
FeedItemYourAnswerMarkedBest
FeedItemEndorseSomeoneForKnowledgeOnATopic
FeedItemEndorsedForKnowledgeOnATopic
points
int
Required. The number of points a member gets for performing the

event. The default number of points per event is:
FeedItemWriteAPost +1
FeedItemWriteAComment: +1
FeedItemReceiveAComment: +5
FeedItemLikeSomething: +1
FeedItemReceiveALike: +5
FeedItemMentionSomeone: +1
FeedItemSomeoneMentionsYou: +5
FeedItemShareAPost: +1
FeedItemSomeoneSharesYourPost: +5
FeedItemPostAQuestion: +1
FeedItemAnswerAQuestion: +5
FeedItemReceiveAnAnswer: +5
FeedItemMarkAnswerAsBest: +5
FeedItemYourAnswerMarkedBest: +20
FeedItemEndorseSomeoneForKnowledgeOnATopic: +5
FeedItemEndorsedForKnowledgeOnATopic: +20
426
Metadata Types
Network
NetworkTabSet
Field
Field Type
Description
customTab
string
Custom tab that is part of the community.
defaultTab
string
The Home tab for the community. When

members log in, this tab is the first page
they see.
standardTab
string
Standard tab that is part of the community.

A sample XML definition of a network.
<Network xmlns="http://soap.sforce.com/2006/04/metadata">
<allowMembersToFlag>true</allowMembersToFlag>
<branding>
<loginFooterText>salesforce.com</loginFooterText>
<loginLogo>Communities_Shared_Document_Folder/header2_png.png</loginLogo>
<pageFooter>Branding/footer_html.html</pageFooter>
<pageHeader>Branding/header_Image.jpg</pageHeader>
<primaryColor>#AF5800</primaryColor>
<primaryComplementColor>#FFFFFF</primaryComplementColor>
<quaternaryColor>#286FB8</quaternaryColor>
<quaternaryComplementColor>#FFFFFF</quaternaryComplementColor>
<secondaryColor>#000000</secondaryColor>
<tertiaryColor>#FFFFFF</tertiaryColor>
<tertiaryComplementColor>#222222</tertiaryComplementColor>
<zeronaryColor>#0A3764</zeronaryColor>
<zeronaryComplementColor>#FFFFFF</zeronaryComplementColor>
</branding>
<changePasswordTemplate>unfiled$public/CommunityChangePasswordEmailTemplate</changePasswordTemplate>
<description>Metadata Community</description>
<emailSenderAddress>[email protected]</emailSenderAddress>
<emailSenderName>Admin User</emailSenderName>
<enableInvitation>false</enableInvitation>
<enableKnowledgeable>true</enableKnowledgeable>
<enableNicknameDisplay>false</enableNicknameDisplay>
<enablePrivateMessages>true</enablePrivateMessages>
<enableReputation>true</enableReputation>
<forgotPasswordTemplate>unfiled$public/CommunityForgotPasswordEmailTemplate</forgotPasswordTemplate>
<networkMemberGroups>
<permissionSet>Admin</permissionSet>
<permissionSet>Standard</permissionSet>
<permissionSet>ReadOnly</permissionSet>
<profile>Admin</profile>
427
Metadata Types
Network
<profile>Standard</profile>
<profile>ReadOnly</profile>
</networkMemberGroups>
<reputationLevels>
<level>
<branding>
<smallImage>communities_shared
_document_folder/replevel_beginner.png</smallImage>
</branding>
<label>Beginner</label>
<lowerThreshold>0</lowerThreshold>
</level>
<level>
<branding>
_document_folder/replevel_apprentice.png</smallImage>
</branding>
<label>Apprentice</label>
</level>
<level>
<branding>
_document_folder/replevel_gettingthere.png</smallImage>
</branding>
<label>Getting There</label>
</level>
<level>
<branding>
_document_folder/replevel_skilled.png</smallImage>
</branding>
<label>Skilled</label>
</level>
<level>
<branding>
_document_folder/replevel_expert.png</smallImage>
</branding>
<label>Expert</label>
</level>
<level>
<branding>
_document_folder/replevel_mentor.png</smallImage>
</branding>
<label>Mentor</label>
</level>
<level>
<branding>
428
Metadata Types
Network
_document_folder/replevel_guru.png</smallImage>
</branding>
<label>Guru</label>
</level>
</reputationLevels>
<reputationPointsRules>
<pointsRule>
<eventType>FeedItemWriteAPost</eventType>
<points>5</points>
</pointsRule>
<pointsRule>
<eventType>FeedItemWriteAComment</eventType>
<points>3</points>
</pointsRule>
<pointsRule>
<eventType>FeedItemReceiveAComment</eventType>
<points>10</points>
</pointsRule>
<pointsRule>
<eventType>FeedItemLikeSomething</eventType>
<points>3</points>
</pointsRule>
<pointsRule>
<eventType>FeedItemReceiveALike</eventType>
<points>5</points>
</pointsRule>
<pointsRule>
<eventType>FeedItemMentionSomeone</eventType>
<points>5</points>
</pointsRule>
<pointsRule>
<eventType>FeedItemSomeoneMentionsYou</eventType>
<points>10</points>
</pointsRule>
<pointsRule>
<eventType>FeedItemShareAPost</eventType>
<points>5</points>
</pointsRule>
<pointsRule>
<eventType>FeedItemSomeoneSharesYourPost</eventType>
<points>10</points>
</pointsRule>
</reputationPointsRules>
<selfRegistration>false</selfRegistration>
<sendWelcomeEmail>true</sendWelcomeEmail>
<site>Network_11</site>
<status>UnderConstruction</status>
<tabs>
<defaultTab>Chatter</defaultTab>
<standardTab>Chatter</standardTab>
<standardTab>Account</standardTab>
<standardTab>Campaign</standardTab>
429
Metadata Types
Package
<standardTab>Case</standardTab>
<standardTab>Console</standardTab>
<standardTab>Contact</standardTab>
<standardTab>Contract</standardTab>
<standardTab>Dashboard</standardTab>
<standardTab>JigsawSearch</standardTab>
<standardTab>File</standardTab>
<standardTab>CollaborationGroup</standardTab>
<standardTab>home</standardTab>
<standardTab>Idea</standardTab>
<standardTab>Lead</standardTab>
<standardTab>Opportunity</standardTab>
<standardTab>Product2</standardTab>
<standardTab>UserProfile</standardTab>
<standardTab>report</standardTab>
<standardTab>Solution</standardTab>
</tabs>
<urlPathPrefix>network1</urlPathPrefix>
<welcomeTemplate>unfiled$public/CommunityWelcomeEmailTemplate</welcomeTemplate>
</Network>
SEE ALSO:
Community (Zone)
Package
Used to specify metadata components to be retrieved as part of a retrieve() call, or to define a package of components.
Name
Type
Description
apiAccessLevel
APIAccessLevel (enumeration of
type string)
Package components have access via dynamic Apex and the

API to standard and custom objects in the organization where
they are installed. Administrators who install packages may
wish to restrict this access after installation for improved
security. The valid values are:
UnrestrictedPackage components have the same API
access to standard objects as the user who is logged in
when the component sends a request to the API.
RestrictedThe administrator can select which standard
objects the components can access. Further, the
components in restricted packages can only access custom
objects in the current package if the user's permissions
allow access to them.
For more information, see About API and Dynamic Apex Access
in Packages in the Salesforce online help.
description
string
A short description of the package.
430
Metadata Types
PathAssistant
Name
Type
Description
fullName
string
The package name used as a unique identifier for API access.

The fullName can contain only underscores and
alphanumeric characters. It must be unique, begin with a letter,
not include spaces, not end with an underscore, and not
contain two consecutive underscores. This field is inherited
from the Metadata component.
namespacePrefix
string
The namespace of the developer organization where the

package was created.
objectPermissions
ProfileObjectPermissions[]
Indicates which objects are accessible to the package, and the

kind of access available (create, read, update, delete).
setupWeblink
string
The weblink used to describe package installation.
types
PackageTypeMembers[]
The type of component being retrieved.
version
string
Required. The version of the component type.
PackageTypeMembers
Use to specify the name and type of components to be retrieved in a package.
Name
Type
Description
members
string
One or more named components, or the wildcard character

(*) to retrieve all metadata components of the type specified
in the <name> element. To retrieve a standard object, specify
it by name. For example
<members>Account</members> will retrieve the
standard Account object.
name
string
The type of metadata component to be retrieved. For example

<name>CustomObject</name> will retrieve one or
more custom objects as specified in the <members>
element.
SEE ALSO:
PathAssistant
Represents Sales Path records for Opportunity.This type extends the Metadata metadata type and inherits its fullName field.
Note the following when working with PathAssistant:
Only one sales path can be created per record type, including __Master__ record type.
431
Metadata Types
PathAssistant
Rich text guidance information cannot be retrieved or deployed from or to translation workbench.
The preference does not need to be on to retrieve or deploy PathAssistant.

PathAssistant components have the suffix .pathAssistant and are stored in the pathAssistants folder.
Version
PathAssistant components are available in API version 34.0 and later.
Fields
Field Name
Field Type
Description
active
boolean
Indicates whether the sales path is active (true) or not (false).
entityName
string
Required. The entity name. This is hard coded for Opportunity. This field
is not updateable.
fieldName
string
Required. The field name. This is hard coded for StageName. This field
is not updateable.
masterLabel
string
Required. The master label of the sales path.
pathAssistantSteps
PathAssistantStep[] List of all the steps that have been configured with fields and guidance
on page 432
information. Note that a missing step in the .xml file means it has not
been configured, not that it doesnt exist.
recordTypeName
string
Required. The name of the record type associated with the sales path.
This field is not updateable.
PathAssistantStep
Represents the steps or stages in Sales Path.
Field Name
Field Type
Description
fieldNames
string
All the fields in entityName that will display in this step.
info
string
The guidance information displayed in this step.
picklistValueName
string
Required. The stage picklist value associated with the step.

The following is an example of a PathAssistant component.
<PathAssistant xmlns="http://soap.sforce.com/2006/04/metadata">
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Metadata Types
PermissionSet
<entityName>Opportunity</entityName>
<fieldName>StageName</fieldName>
<masterLabel>Test Path</masterLabel>
<pathAssistantSteps>
<fieldNames>Amount</fieldNames>
<fieldNames>CloseDate</fieldNames>
<info>Some Text</info>
<picklistValueName>Id. Decision Makers</picklistValueName>
</pathAssistantSteps>
<pathAssistantSteps>
<fieldNames>Amount</fieldNames>
<fieldNames>CloseDate</fieldNames>
<info>Some Text</info>
<picklistValueName>Proposal/Price Quote</picklistValueName>
</pathAssistantSteps>
<recordTypeName>Test_Record_Type</recordTypeName>
</PathAssistant>

<types>
<members>Opportunity.Test_Busines_Process</members>
<name>BusinessProcess</name>
</types>
<types>
<members>Opportunity.StageName</members>
<members>Lead.LeadSource</members>
<members>Opportunity.Type</members>
</types>
<types>
<members>Test_Path</members>
<name>PathAssistant</name>
</types>
<types>
<members>Opportunity.Test_Record_Type</members>
<name>RecordType</name>
</types>
<types>
<members>PathAssistant</members>
</types>
</Package>
PermissionSet
Represents a set of permissions that's used to grant additional access to one or more users without changing their profile or reassigning
profiles. You can use permission sets to grant access, but not to deny access. This type extends the Metadata metadata type and inherits
its fullName field.
433
Metadata Types
PermissionSet
sets:
Apex classes
Apps
Custom tab settings
Record types
Visualforce pages
For more information, see Managed Component Access in Sample package.xml Manifest Files on page 20.

Permission sets are stored in the permissionsets directory. The file name matches the permission set API name and the extension
is .permissionset. For example, a permission set with the name User_Management_Perms is stored in
permissionsets/User_Management_Perms.permissionset.
Version
Permission sets are available in API version 22.0 and later.
Fields
Field
Field Type
Description
applicationVisibilities PermissionSetApplicationVisibility[]
Indicates which apps are visible to users assigned to this

permission set. Available in API version 29.0 and later. In
API version 29.0, this field supports custom apps only. In
API version 30.0 and later, this field supports both
standard and custom apps.
classAccesses
PermissionSetApexClassAccess[]
Indicates which top-level Apex classes have methods

that users assigned to this permission set can execute.
customPermissions
PermissionSetCustomPermissions[]
Indicates which custom permissions are available to users

assigned to this permission set. Available in API version
31.0 and later.
description
string
The permission set description. Limit: 255 characters.
externalDataSourceAccesses PermissionSetExternal
Indicates which data sources with identity type of Per

User are available to users assigned to this permission
set. Available in API version 27.0 and later.
DataSourceAccess[]
fieldPermissions
PermissionSetFieldPermissions[]
434
Indicates which fields are accessible to a user assigned

to this permission set, and the kind of access available
Metadata Types
Field
PermissionSet
Field Type
Description
(readable or editable). Available in API version 23.0 and
later.
label
string
The permission set label. Limit: 80 characters.
objectPermissions
PermissionSetObjectPermissions[]
Indicates the objects that are accessible to a user assigned

to this permission set, and the kind of access available
(create, read, edit, delete, and so on). Available in API
pageAccesses
PermissionSetApexPageAccess[]
Indicates which Visualforce pages that users assigned to

this permission set can execute. Available in API version
23.0 and later.
recordTypeVisibilities
PermissionSetRecordTypeVisibility[] Indicates which record types are visible to users assigned

to this permission set. Available in API version 29.0 and
later. This field is never retrieved or deployed for inactive
record types.
tabSettings
PermissionSetTabSetting[]
Indicates the tab visibility settings for this permission set.

userLicense
string
The User License for the permission set. A user

license determines the baseline of features that the user
can access. Every user must have exactly one user license.
userPermissions
PermissionSetUserPermission[]
Specifies an app or system permission (such as API

Enabled) and whether it's enabled for this permission
set. In API version 28.0 and earlier, this field retrieves all
user permissions, enabled or disabled. In API version 29.0
and later, this field retrieves only enabled user
permissions.
PermissionSetApplicationVisibility
PermissionSetApplicationVisibility determines whether an app is visible to a user assigned to this permission set.
Field Name
Field Type
Description
application
string
Required. The app name.
visible
boolean
Required. Indicates whether this app is visible to users assigned to this

permission set (true) or not (false).
PermissionSetApexClassAccess
PermissionSetApexClassAccess represents the Apex class access for users assigned to a permission set.
435
Metadata Types
PermissionSet
Field
Field Type
Description
apexClass
string
Required. The Apex class name.
enabled
boolean
Required. Indicates whether users assigned to this permission set

can execute methods in the top-level class (true) or not (false).
PermissionSetCustomPermissions
PermissionSetCustomPermissions represents the custom permissions access for users assigned to a permission set. Only enabled custom
permissions are retrieved.
Field Name
Field Type
Description
enabled
boolean
Required. Indicates whether the custom permission is enabled (true)

or not (false).
name
string
PermissionSetExternalDataSourceAccess
PermissionSetExternalDataSourceAccess represents the data source access for users with identity type of Per User. Available in API
Field
Field Type
Description
enabled
boolean
Required. Indicates whether the data source is enabled (true) or

not (false).
externalDataSource
string
The name of the external data source.
PermissionSetFieldPermissions
PermissionSetFieldPermissions represents the field permissions for users assigned to a permission set. In API version 30.0 and later,
permissions for required fields cant be retrieved or deployed.
Field
Field Type
Description
editable
boolean
Required. Indicates whether the field can be edited by the users

assigned to this permission set (true) or not (false).
field
string
Required. The API name of the field (such as

Warehouse__c.Description__c).
readable
boolean
Indicates whether the field can be read by the users assigned to

this permission set (true) or not (false).
436
Metadata Types
PermissionSet
PermissionSetObjectPermissions
PermissionSetObjectPermissions represents the object permissions for a permission set. Use one of these elements for each permission.
Field
Field Type
Description
allowCreate
boolean
Required. Indicates whether the object referenced by the object

field can be created by the users assigned to this permission set
allowDelete
boolean

field can be deleted by the users assigned to this permission set
allowEdit
boolean

field can be edited by the users assigned to this permission set
allowRead
boolean

field can be viewed by the users assigned to this permission set
modifyAllRecords
boolean

field can be viewed, edited, or deleted by the users assigned to
this permission set (true) or not (false), regardless of the
sharing settings for the object. This includes private records (records
with no parent object). This is similar to the Modify All Data user
permission, but limited to the individual object level.
object
string
Required. The API name of the object (such as Warehouse__c).
viewAllRecords
boolean

field can be viewed by the users assigned to this permission set
(true) or not (false), regardless of the sharing settings for the
object. This includes private records (records with no parent object).
This is similar to the View All Data user permission, but limited
to the individual object level.
PermissionSetApexPageAccess
PermissionSetApexPageAccess represents the Visualforce page access for users assigned to a permission set.
Field
Field Type
Description
apexPage
string
Required. The Visualforce page name.
enabled
boolean
Required. Indicates whether users assigned to this permission set

can execute the Visualforce page (true) or not (false).
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Metadata Types
PermissionSet
PermissionSetRecordTypeVisibility
PermissionSetRecordTypeVisibility represents the visibility of record types for this permission set.
Field
Field Type
Description
recordType
string
Required. The record type name, for example

Account.MyRecordType.
visible
boolean
Required. Indicates whether the record type is visible to users

assigned to this permission set (true) or not (false).
PermissionSetTabSetting
PermissionSetTabSetting represents the tab settings for a permission set.
Field
Field Type
Description
tab
string
Required. The tab name.
visibility
PermissionSetTabVisibility
Required. Indicates the visibility settings for the tab. Valid values
are:
AvailableThe tab is available on the All Tabs page.
Individual users can customize their display to make the tab
visible in any app.
NoneThe tab isnt available on the All Tabs page or visible
in any apps.
VisibleThe tab is available on the All Tabs page and
appears in the visible tabs for its associated app. Individual
users can customize their display to hide the tab or make it
visible in other apps.
PermissionSetUserPermission
PermissionSetUserPermission represents an app or system permission for a permission set. Use one of these elements for each permission.
Field
Field Type
Description
enabled
boolean
Required. Indicates whether the permission is enabled (true) or

disabled (false).
name
string
Required. The name of the permission.
438
Metadata Types
PermissionSet

When adding or changing a permission set, you don't need to include all permissionsyou only need to include the permissions you're
adding or changing.
<PermissionSet xmlns="http://soap.sforce.com/2006/04/metadata">
<description>Grants all rights needed for an HR administrator to manage
employees.</description>
<label>HR Administration</label>
<userLicense>Salesforce</userLicense>
<applicationVisibilities>
<application>JobApps__Recruiting</application>
<visible>true</visible>
</applicationVisibilities>
<userPermissions>
<enabled>true</enabled>
<name>APIEnabled</name>
</userPermissions>
<objectPermissions>
<allowCreate>true</allowCreate>
<allowDelete>true</allowDelete>
<allowEdit>true</allowEdit>
<allowRead>true</allowRead>
<viewAllRecords>true</viewAllRecords>
<modifyAllRecords>true</modifyAllRecords>
<object>Job_Request__c</object>
<fieldPermissions>
<editable>true</editable>
<field>Job_Request__c.Salary__c</field>
<readable>true</readable>
</fieldPermissions>
<pageAccesses>
<apexPage>Job_Request_Web_Form</apexPage>
</pageAccesses>
<classAccesses>
<apexClass>Send_Email_Confirmation</apexClass>
</classAccesses>
<tabSettings>
<tab>Job_Request__c</tab>
<visibility>Available</visibility>
</tabSettings>
<recordTypeVisibilities>
<recordType>Recruiting.DevManager</recordType>
</recordTypeVisibilities>
</PermissionSet>
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Metadata Types
The following is an example package.xml manifest used to retrieve the PermissionSet metadata for an organization. When you retrieve
permission sets, you should also retrieve the related components with assigned permissions. For example, to retrieve
objectPermissions and fieldPermissions for a custom object, you must also retrieve the CustomObject component.
<types>
<members>Job_Request__c</members>
</types>
<types>
<members>Job_Request__c</members>
</types>
<types>
<members>JobApps__Recruiting</members>
</types>
<types>
<members>Recruiting.DevManager</members>
<name>RecordType</name>
</types>
<types>
<name>PermissionSet</name>
</types>
</Package>
Represents a partition in the Platform Cache. This type extends the Metadata metadata type and inherits its fullName field.

PlatformCachePartition components have the suffix .cachePartition and are stored in the cachePartitions folder.
Version
PlatformCachePartition components are available in API version 35.0 and later.

The Author Apex permission is required to deploy and retrieve PlatformCachePartition components.
440
Metadata Types
Fields
Field Name
Field Type
Description
description
string
Describes the cache partition.
isDefaultPartition
boolean
Required. Indicates whether this cache partition is the default

partition in your organization (true) or not (false).
masterLabel
string
Required. The label of the cache partition that appears in the

Salesforce user interface.
platformCachePartitionTypes PlatformCachePartitionType[] An array of cache types that the partition can store.
PlatformCachePartitionType
Contains information about a partition type, including its minimum and allocated capacity.
Field Name
Field Type
Description
allocatedCapacity
int
Required. The total storage capacity, in MB, that is allocated for the cache
type, including free, purchased, and trial cache. Purchased capacity
includes organization-wide cache, which can be used in any partition,
and namespace-specific cache, which can be used only in partitions
associated with a namespace.
allocatedPurchasedCapacity int
Required. The amount of namespace-specific purchased storage capacity,

in MB, that is allocated for the cache type.
allocatedTrialCapacity
int
Required. The amount of trial cache space, in MB, that is allocated for the
cache type.
cacheType
PlatformCacheType The type of cache. Valid values are:

(enumeration of type SessionSession cache
string)
OrganizationOrg cache

The following is an example of a PlatformCachePartition component.
<PlatformCachePartition xmlns="http://soap.sforce.com/2006/04/metadata">
<description>Custom partition and marked as default.</description>
<isDefaultPartition>true</isDefaultPartition>
<masterLabel>myPartition</masterLabel>
<platformCachePartitionTypes>
<allocatedCapacity>10</allocatedCapacity>
<allocatedPurchasedCapacity>5</allocatedPurchasedCapacity>
<cacheType>Session</cacheType>
</platformCachePartitionTypes>
441
Metadata Types
Portal
<platformCachePartitionTypes>
<allocatedCapacity>5</allocatedCapacity>
<allocatedPurchasedCapacity>5</allocatedPurchasedCapacity>
<cacheType>Organization</cacheType>
</platformCachePartitionTypes>
</PlatformCachePartition>

<types>
<members>myPartition</members>
<name>PlatformCachePartition</name>
</types>
</Package>
If a namespace is defined in your organization, add the namespace prefix to your partition name. For example:
<members>Namespace.myPartition</members>
To retrieve all cache partitions from your organization, use the wildcard character (*) as follows.
<types>
<name>PlatformCachePartition</name>
</types>
</Package>
Portal
The Portal metadata type represents a partner portal or Customer Portal. It extends Metadata and inherits its fullName field. To use
this metadata type, you must have a partner portal or Customer Portal enabled for your organization. For more information, see Partner
Portal Overview and Enabling Your Customer Portal in the Salesforce online help.

Force.com Portal components are stored in the portals directory of the corresponding package directory. The file name matches
the portal name, and the extension is .portal.
Version
Force.com Portal components are available in API version 15.0 and later.
442
Metadata Types
Portal
Fields
Field
Field Type
Description
active
boolean
Required. Denotes whether this portal is active.
admin
string
The full name of the user designated to administer the portal.
defaultLanguage
string
The default language for HTML messages for the portal. Use the
abbreviation for the language, for example, en_US for United
States English.
description
string
The portal description.
emailSenderAddress
string
Required. The email address used when sending emails using

templates configured from the portal (for example, for resetting
the password).
emailSenderName
string
Required. The name to display when sending emails using

templates configured from the portal (for example, for resetting
the password).
enableSelfCloseCase
boolean
For the Customer Portal, allows portal users to close their own
cases.
footerDocument
string
The file to be used as the footer for this portal.
forgotPassTemplate
string
The email template to use when a user clicks the Forgot

Password link.
fullName
string
Required. The name of the portal.

headerDocument
string
The file to be used as the header for this portal.
isSelfRegistrationActivated boolean
Determines whether self-registration is active or not for this

portal.
loginHeaderDocument
string
The file to be used as the header for this portal's login page.
logoDocument
string
The file to be used as the logo for this portal.
logoutUrl
string
The URL that the user should be redirected to on logout.
newCommentTemplate
string
The email template to be used for auto-notifications on new

case comments.
newPassTemplate
string
The email template to be used for auto-notifications on

password reset.
newUserTemplate
string
The email template to be used for auto-notifications on new

user creation.
443
Metadata Types
Portal
Field
Field Type
Description
ownerNotifyTemplate
string
The email template to be used for auto-notifications on owner

change.
selfRegNewUserUrl
string
The URL of the self-registration page.
selfRegUserDefaultProfile string
The default profile for self-registered users.
selfRegUserDefaultRole PortalRoles (enumeration of
The default role for self-registered users. The valid values are:
type string)
Executive
Manager
User
PersonAccount
selfRegUserTemplate
string
The email template to be used for auto-notifications on

self-registration.
showActionConfirmation boolean
Determines whether or not confirmation messages are displayed

for actions in the portal.
stylesheetDocument
string
The Document object to be used as the CSS stylesheet for this

portal.
type
PortalType (enumeration of type Required. The type for this portal. The valid values are:
string)
CustomerSuccess
Partner

A sample XML definition of a portal is shown below.
<Portal xmlns="http://soap.sforce.com/2006/04/metadata">
<description>Customer Portal</description>
<emailSenderName>[email protected]</emailSenderName>
<enableSelfCloseCase>false</enableSelfCloseCase>
<forgotPassTemplate>unfiled$public/ChangePwdEmail</forgotPassTemplate>
<isSelfRegistrationActivated>false</isSelfRegistrationActivated>
<newPassTemplate>unfiled$public/ChangePwdEmail</newPassTemplate>
<newUserTemplate>unfiled$public/NewUserEmail</newUserTemplate>
<selfRegUserTemplate>unfiled$public/SelfRegUserEmail</selfRegUserTemplate>
<showActionConfirmation>false</showActionConfirmation>
<type>CustomerSuccess</type>
</Portal>
SEE ALSO:
CustomSite
444
Metadata Types
PostTemplate
PostTemplate
Represents the metadata associated with an approval post template for Approvals in Chatter. With approval post templates, you can
customize the information included in approval request posts that appear in Chatter feeds. This type extends the Metadata metadata
Note:
You can only create an approval post template for an object that is both enabled for approvals and supported for Chatter feed
tracking. You can't associate a post template to an approval process unless feed tracking for the object has been turned on.
Deleting a custom field removes it from any approval post template that references it. Existing posts aren't affected. Undeleting
the custom field restores it to the available fields list, but doesn't restore it to any approval post templates that previously
contained it.
Deleting (or undeleting) a custom object also deletes (or undeletes) its associated approval post templates and any of its
approval request posts that are already in Chatter feeds.
If you rename a custom object, approval post templates associated with it update accordingly.
You can create custom approval post templates for one or more approval processes, but you can only associate custom post
templates with approval processes after enabling Approvals in Chatter.

PostTemplate components have the suffix .postTemplate and are stored in the postTemplates folder.
Version
PostTemplate components are available in API version 29.0 and later.
Fields
Field Name
Field Type
Description
default
boolean
Required. Specifies whether this is the default post template for the given object.
When set to true, this post template is used by approval processes that are
associated with the same object and dont specify a post template.
When an object has no default post template, each of its approval processes uses
the system default post template, unless the approval process specifies its own
post template.
description
string
Optional description of the post template.
fields
string[]
Required. An array of up to four fields to include in approval request posts.

If you make your approval object a detail object in a master-detail relationship,
the Owner field isnt available for approval page layouts or approval post
templates.
label
string
Required. Name of the post template. This non-unique label is different from the
unique name of the post template.
445
Metadata Types
Profile

The following is an example of a PostTemplate component:
<PostTemplate xmlns="http://soap.sforce.com/2006/04/metadata">
<fields>NumberOfEmployees</fields>
<fields>NumberofLocations__c</fields>
<fields>PartnerAccount</fields>
<fields>LeadCustomFieldNumber__c</fields>
<label>My Lead Post Template</label>
</PostTemplate>
The following is an example package manifest that references the previous PostTemplate component.
<types>
<members>Lead.leadtemplate</members>
<name>PostTemplate</name>
</types>
</Package>
Profile
Represents a user profile. A profile defines a user's permission to perform different functions within Salesforce. This type extends the
Metadata metadata type and inherits its fullName field.
sets:
Apex classes
Apps
Custom tab settings
Record types
Visualforce pages
For more information, see Managed Component Access in Sample package.xml Manifest Files on page 20.

The file suffix is .profile. There is one file for each profile, stored in the profiles folder in the corresponding package directory.
Version
Profiles are available in API version 10.0 and later.
446
Metadata Types
Profile
Fields
The content of a profile returned by Metadata API depends on the content requested in the RetrieveRequest message. For example,
profiles only include field-level security for fields included in custom objects returned in the same RetrieveRequest as the profiles. The
profile definition contains the following fields:
Field Name
Field Type
Description
applicationVisibilities ProfileApplicationVisibility[]
Indicates which apps are visible to users assigned to this

profile. In API version 29.0 and earlier, this field supports
custom apps only. In API version 30.0 and later, this field
supports both standard and custom apps.
classAccesses
ProfileApexClassAccess[]
Indicates which top-level Apex classes have methods

that users assigned to this profile can execute.
custom
boolean
Indicates whether the profile is a custom (true) or

standard (false) profile. Available in API version 30.0
and later.
customPermissions
ProfileCustomPermissions[]
Indicates which custom permissions are available to users

assigned to this profile. Available in API version 31.0 and
later.
description
string
The profile description. Limit: 255 characters. Available

externalDataSourceAccesses ProfileExternalDataSourceAccess[]
Indicates which data sources with identity type of Per

User are available to users assigned to this profile.
fieldLevelSecurities
ProfileFieldLevelSecurity[]
Indicates which fields are visible to a user assigned to this

profile, and the kind of access available (editable or
hidden). This field is available in API version 22.0 and
earlier.
fieldPermissions
ProfileFieldLevelSecurity[]
Indicates which fields are visible to a user assigned to this

profile, and the kind of access available (editable or
readable). This field is available in API version 23.0 and
later.
fullName
string
The name can only contain characters, letters, and the

underscore (_) character, must start with a letter, and
cannot end with an underscore or contain two
consecutive underscore characters.
Inherited from the Metadata component, this field is not
defined in the WSDL for this component. It must be
specified when creating, updating, or deleting. See
create() to see an example of this field specified for
a call.
layoutAssignments
ProfileLayoutAssignments[]
447
Indicates which layout to use for this profile.
Metadata Types
Profile
Field Name
Field Type
Description
loginHours
ProfileLoginHours[]
Indicates the hours within which a user with this profile

may log in. If not specified, the profile doesnt restrict a
users login hours.
loginIpRanges
ProfileLoginIpRange[]
The list of IP address ranges from which users with a

particular profile can log in.
objectPermissions
ProfileObjectPermissions[]
Indicates which objects are accessible to a user assigned

to this profile, and the kind of access available (create,
read, edit, delete, and so on). In API version 28.0 and later,
this field is only retrieved when allowRead is true.
pageAccesses
ProfileApexPageAccess[]
Indicates which Visualforce pages that users assigned to

this profile can execute.
recordTypeVisibilities
ProfileRecordTypeVisibility[]
Indicates the visibility of record types for users assigned

to this profile. In API version 29.0 and later, this field is
not retrieved or deployed for inactive record types.
tabVisibilities
ProfileTabVisibility[]
Indicates which record types are visible to a user assigned

to this profile, and therefore which tabs within an app
are visible.
userLicense
string
The User License for the profile. A user license

determines the baseline of features that the user can
access. Every user must have exactly one user license.
userPermissions
ProfileUserPermission[]
Specifies a user permission (such as API Enabled) and

whether its enabled for this profile. This field retrieves
only enabled user permissions. Available in API version
29.0 and later.
ProfileApplicationVisibility
ProfileApplicationVisibility determines whether an app is visible to a user assigned to this profile.
Field Name
Field Type
Description
application
string
Required. The name of the app.
default
boolean
Required. Indicates whether the app is the default app (true) or not
(false). Only one app per profile can be set to true.
visible
boolean
Required. Indicates whether this app is visible to users assigned to this

profile (true) or not (false).
448
Metadata Types
Profile
ProfileApexClassAccess
ProfileApexClassAccess determines which top-level Apex classes have methods that users assigned to this profile can execute.
Field Name
Field Type
Description
apexClass
string
Required. The Apex class name.
enabled
boolean
Required. Indicates whether users assigned to this profile can execute

methods in the top-level class (true) or not (false).
ProfileCustomPermissions
ProfileCustomPermissions represents the custom permissions access for users assigned to a profile. Only enabled custom permissions
are retrieved.
Field Name
Field Type
Description
enabled
boolean
Required. Indicates whether the custom permission is enabled (true)

or not (false).
name
string
ProfileExternalDataSourceAccess
ProfileExternalDataSourceAccess represents the data source access for users with identity type of Per User. Available in API version
27.0 and later.
Field Name
Field Type
Description
enabled
boolean
Required. Indicates whether the data source is enabled (true) or not

(false).
externalDataSource
string
The name of the external data source.
ProfileFieldLevelSecurity
ProfileFieldLevelSecurity represents the field level security for users assigned to a profile. In API version 30.0 and later, permissions for
required fields cant be retrieved or deployed.
Field Name
Field Type
Description
editable
boolean
Required. Indicates whether this field is editable (true) or not (false).

In API version 30.0 and later, when deploying a new custom field, this
field is false by default.
field
string
Required. Indicates the name of the field.
449
Metadata Types
Profile
Field Name
Field Type
Description
hidden
boolean
Indicates whether this field is hidden (true) or not (false). This field
is available in API version 22.0 and earlier.
For portal profiles, this is set to true by default in API version 19.0 and
later.
readable
boolean
Indicates whether this field is readable (true) or not (false). This field
is available in API version 23.0 and later. It replaces the hidden field.
In API version 30.0 and later, when deploying a new custom field, this
field is false by default.
For portal profiles, this is set to false by default.
ProfileLayoutAssignments
ProfileLayoutAssignments determines which layout to use for a profile and a given entity.
Field Name
Field Type
Description
layout
string
Required. Indicates the layout for this particular entity.
recordType
string
This field is optional. If the recordType of the record matches a layout

assignment rule, it will use the specified layout.
ProfileLoginHours
ProfileLoginHours restricts the days and times within which users with a particular profile can log in.
Field Name
Field Type
Description
weekdayStart
string
Specifies the earliest time on that day that a user with this profile may
log in. If a start time for a particular day is specified, an end time for that
day must be specified as well. Start cant be greater than end for a
particular day.
Valid values for weekday: monday, tuesday, wednesday,
thursday, friday, saturday, or sunday. For example,
mondayStart indicates the beginning of the login period for
Monday.
Valid values for Start: the number of minutes since midnight. Must
be evenly divisible by 60 (full hours). For example, 300 is 5:00 a.m.
weekdayEnd
string
Specifies the time on that day by which a user with this profile must log
out.
Valid values for weekday: monday, tuesday, wednesday,
thursday, friday, saturday, or sunday. For example,
mondayEnd indicates the close of the login period for Monday.
450
Metadata Types
Profile
Field Name
Field Type
Description
Valid values for End: the number of minutes since midnight. Must be
evenly divisible by 60 (full hours). For example, 1020 is 5:00 p.m.
To delete login hour restrictions from a profile that previously had them, you must explicitly include an empty loginHours tag without
any start or end times.
ProfileLoginIpRange
ProfileLoginIpRange IP defines an IP address ranges from which users with a particular profile can log in.
Field Name
Field Type
Description
description
string
Use this field to identify the purpose of the range, such as which part of
a network corresponds to this range. This field is available in API version
31.0 and later.
endAddress
string
Required. The end IP address for the range.
startAddress
string
Required. The start IP address for the range.
ProfileObjectPermissions
ProfileObjectPermissions represents a user's access to objects.
Note: In API version 18.0 and later, these permissions are disabled in new custom objects for any profiles in which View All Data
or Modify All Data is disabled.
Field Name
Field Type
Description
allowCreate
boolean
Indicates whether the object referenced by the object field can be

created by the users assigned to this profile (true) or not (false).
This field is named revokeCreate before version 14.0 and the logic
is reversed. The field name change and the update from true to
false and vice versa is automatically handled between versions and
does not require any manual editing of existing XML component files.
The field name change and the update from true to false and vice
versa is automatically handled between versions and does not require
any manual editing of existing XML component files.
allowDelete
boolean

deleted by the users assigned to this profile (true) or not (false).
This field is named revokeDelete before version 14.0 and the logic
is reversed. The field name change and the update from true to
false and vice versa is automatically handled between versions and
does not require any manual editing of existing XML component files.
451
Metadata Types
Profile
Field Name
Field Type
Description
allowEdit
boolean

edited by the users assigned to this profile (true) or not (false).
This field is named revokeEdit before version 14.0 and the logic is
reversed. The field name change and the update from true to false
and vice versa is automatically handled between versions and does not
require any manual editing of existing XML component files.
allowRead
boolean

seen by the users assigned to this profile (true) or not (false).
This field is named revokeRead before version 14.0 and the logic is
reversed. The field name change and the update from true to false
and vice versa is automatically handled between versions and does not
require any manual editing of existing XML component files.
modifyAllRecords
boolean

read, edited, or deleted by the users assigned to this profile (true) or
not (false), regardless of the sharing settings for the object. This is
equivalent to the Modify All Data user permission limited to the
individual object level. This is a new field in API version 15.0.
Note: This field is not available for all objects. Refer to the profile
in the user interface to determine which objects currently support
these permissions. Profiles with "Modify All Data" ignore
modifyAllRecords entries in Metadata API and don't return
an error if "Modify All Data" is enabled on the profile.
object
string
Required. The name of the object whose permissions are altered by this
profile, for example, MyCustomObject__c.
viewAllRecords
boolean

read by the users assigned to this profile (true) or not (false),
regardless of the sharing settings for the object. This includes private
records (records with no parent object). This is equivalent to the View
All Data user permission limited to the individual object level. This is a
new field in API version 15.0.
Note: This field is not available for all objects. Refer to the profile
in the user interface to determine which objects currently support
these permissions. Profiles with "View All Data" ignore
viewAllRecords entries in the Metadata API and don't return
an error if "View All Data" is enabled on the profile.
ProfileApexPageAccess
ProfileApexPageAccess determines which Visualforce pages that users assigned to this profile can execute.
452
Metadata Types
Profile
Field Name
Field Type
Description
apexPage
string
Required. The Visualforce page name.
enabled
boolean
Required. Indicates whether users assigned to this profile can execute

the Visualforce page (true) or not (false).
ProfileRecordTypeVisibility
ProfileRecordTypeVisibility represents the visibility of record types for this profile. Record types let you offer different business processes,
picklist values, and page layouts to different users.
Field Name
Field Type
Description
default
boolean
Required. Indicates whether the record type is the default for this pair of
profile and object (true) or not (false). Only one default is allowed
per object.
personAccountDefault
boolean
Indicates whether the record type is the default person account record
type for this pair of profile and object (true) or not (false). Only one
person account record type default is allowed per object. This field is
only relevant for record types for account or contact objects.
For more information about person accounts, see What Is a Person
Account? in the Salesforce online help. Person accounts are not enabled
by default in Salesforce. To request person accounts, contact Salesforce.
recordType
string
Required. The record type name, for example

Account.MyRecordType.
visible
boolean
Required. Indicates whether this record type is visible to users assigned

to this profile (true) or not (false).
ProfileTabVisibility
ProfileTabVisibility represents the visibility of tabs for this profile. For version 17.0 and later, ProfileTabVisibility supports visibility of tabs
for standard objects. The manifest file must include the standard object corresponding to a standard tab to retrieve the tab visibility in
a profile.
Field Name
Field Type
Description
tab
string
Required. The name of the tab.
visibility
TabVisibility
string)
Required. Indicates the visibility of the tab. Valid values are:

DefaultOffThe tab is available on the All Tabs page. Individual
users can customize their display to make the tab visible in any app.
DefaultOnThe tab is available on the All Tabs page and appears
in the visible tabs for its associated app. Individual users can customize
their display to hide the tab or make it visible in other apps.
453
Metadata Types
Field Name
Profile
Field Type
Description
HiddenThe tab isnt available on the All Tabs page or visible in
any apps.
ProfileUserPermission
ProfileUserPermission represents an app or system permission for a profile. Use one of these elements for each permission.
Field
Field Type
Description
enabled
boolean
Required. Indicates whether the permission is enabled (true) or

disabled (false).
name
string
Required. The permission name.
Java Sample
The following sample uses picklists, profiles, record types, and a custom app:
public void profileSample() {
try {
// Create an expense report record, tab and app...
CustomObject expenseRecord = new CustomObject();
expenseRecord.setFullName("ExpenseReport__c");
expenseRecord.setLabel("Expense Report");
expenseRecord.setPluralLabel("Expense Reports");
expenseRecord.setDeploymentStatus(DeploymentStatus.Deployed);
expenseRecord.setSharingModel(SharingModel.ReadWrite);
CustomField nameField = new CustomField();
nameField.setType(FieldType.AutoNumber);
nameField.setLabel("Expense Report Number");
nameField.setDisplayFormat("ER-{0000}");
expenseRecord.setNameField(nameField);
AsyncResult[] arsExpenseRecord =
metadataConnection.create(new Metadata[] {expenseRecord});
Picklist expenseStatus = new Picklist();
expenseStatus.setPicklistValues(new PicklistValue[] {
unsubmitted, submitted, approved, rejected}
454
Metadata Types
Profile
);
CustomField expenseStatusField = new CustomField();
expenseStatusField.setFullName(
"ExpenseReport__c.ExpenseStatus__c"
);
expenseStatusField.setLabel("Expense Report Status");
expenseStatusField.setType(FieldType.Picklist);
expenseStatusField.setPicklist(expenseStatus);
AsyncResult[] arsStatusField =
metadataConnection.create(new Metadata[]
{expenseStatusField});
CustomTab expenseTab = new CustomTab();
expenseTab.setFullName("ExpenseReport__c");
expenseTab.setMotif("Custom70: Handsaw");
expenseTab.setCustomObject(true);
AsyncResult[] arsTab =
metadataConnection.create(new Metadata[] {expenseTab});
CustomApplication application = new CustomApplication();
application.setFullName("ExpenseForce");
application.setTab(new String[] {expenseTab.getFullName()});
AsyncResult[] arsApp =
metadataConnection.create(new Metadata[] {application});
// Employees and managers have the same app visibility...
ProfileApplicationVisibility appVisibility =
new ProfileApplicationVisibility();
appVisibility.setApplication("ExpenseForce");
appVisibility.setVisible(true);
Profile employee = new Profile();
employee.setFullName("Employee");
employee.setApplicationVisibilities(
new ProfileApplicationVisibility[] {appVisibility}
);
AsyncResult[] arsProfileEmp =
metadataConnection.create(new Metadata[] {employee});
Profile manager = new Profile();
manager.setFullName("Manager");
manager.setApplicationVisibilities(
new ProfileApplicationVisibility[] {appVisibility}
);
AsyncResult[] arsProfileMgr =
metadataConnection.create(new Metadata[] {manager});
// But employees and managers have different access
// to the state of the expense sheet
RecordType edit = new RecordType();
edit.setFullName("ExpenseReport__c.Edit");
RecordTypePicklistValue editStatuses =
455
Metadata Types
Profile
editStatuses.setPicklist("ExpenseStatus__c");
editStatuses.setValues(new PicklistValue[]
{unsubmitted, submitted});
edit.setPicklistValues(new RecordTypePicklistValue[]
{editStatuses});
AsyncResult[] arsRecTypeEdit =
metadataConnection.create(new Metadata[] {edit});
RecordType approve = new RecordType();
approve.setFullName("ExpenseReport__c.Approve");
RecordTypePicklistValue approveStatuses =
approveStatuses.setPicklist("ExpenseStatus__c");
approveStatuses.setValues(new PicklistValue[]
{approved, rejected});
approve.setPicklistValues(new RecordTypePicklistValue[]
{approveStatuses});
AsyncResult[] arsRecTypeApp =
metadataConnection.create(new Metadata[] {approve});
}
}

The following is the definition of a profile in an organization with a custom app, custom object, record type, tab, and user permission:
<Profile xmlns="http://soap.sforce.com/2006/04/metadata">
<applicationVisibilities>
<application>PubApps__Myriad_Publishing</application>
</applicationVisibilities>
<custom>true</custom>
<objectPermissions>
<object>TestWeblinks__c</object>
<recordTypeVisibilities>
<recordType>TestWeblinks__c.My First Recordtype</recordType>
</recordTypeVisibilities>
<tabVisibilities>
<tab>Myriad Publications</tab>
<visibility>DefaultOn</visibility>
</tabVisibilities>
<userPermissions>
<name>APIEnabled</name>
</userpermissions>
</Profile>
456
Metadata Types
Profile
Usage
When you use the retrieve() call to get information about profiles in your organization, the returned .profile files only include
security settings for the other metadata types referenced in the retrieve request (with the exception of user permissions, IP address
ranges, and login hours, which are always retrieved). For example, the package.xml file below contains a types element that
matches all custom objects, so the returned profiles contain object and field permissions for all custom objects in your organization, but
do not include permissions for standard objects, such as Account, and standard fields.
<types>
</types>
<types>
</types>
</Package>
The wildcard * on CustomObject does not match standard objects and this helps to avoid making unintended, high-impact profile
changes. If you create a few custom objects in a Developer Edition organization, retrieve() the information, and subsequently
deploy() the custom objects to your production organization, the profile and field-level security for all your standard objects, such
as Account, and standard fields are not overwritten unless you explicitly create separate types elements for the standard objects or
fields.
Metadata API intentionally makes it somewhat difficult to include standard fields in retrieve() calls in order to prevent unexpected
profile changes. However, you can still retrieve and deploy profile permissions for custom and standard fields in standard objects, such
as Account.
The next package.xml file allows you to return profile permissions for Account standard and custom fields. Note how the standard
Account object is defined in a types element by specifying it as a member of a CustomObject type.
<types>
</types>
<types>
</types>
</Package>
The final package.xml file allows you to return profile permissions for the MyCustomField__c custom field in the Account
object.
<types>
<members>Account.MyCustomField__c</members>
457
Metadata Types
Queue
</types>
<types>
</types>
</Package>
Queue
Represents a holding area for items before they are processed.

The file suffix for queue components is .queue and components are stored in the queues directory of the corresponding package
directory. This component supports cases, leads, service contracts (if Entitlements are enabled), and custom objects.
Version
Queue components are available in API version 24.0 and later.
Fields
This metadata type represents the valid values that define a queue:
Field Name
Field Type
doesSendEmailToMembers boolean
Description
Indicates whether emails are sent to queue members (true) or not
(false) when a new record is added to the queue.
email
string
The email address of the queue owner.
fullName
string
component. Corresponds to Queue Name in the user interface.
name
string
Required. The name of the queue. Corresponds to Label in the user

interface.
queueSobject
QueueSobject[]
Indicates the supported entity types.
QueueSobject
QueueSobject represents an entity type that the queue supports.
458
Metadata Types
QuickAction
Field Name
Field Type
Description
sobjectType
string
Valid values are:

Case
Lead
ServiceContract
Custom objects (e.g. ObjA_c)

The following is the definition of a queue, which supports Case, Lead, and a custom object named ObjA.
<Queue xmlns="http://soap.sforce.com/2006/04/metadata">
<doesSendEmailToMembers>true</doesSendEmailToMembers>
<email>[email protected]</email>
<fullName>Your Name</fullName>
<name>memberQueue</name>
<queueSobject>
<sobjectType>Case</sobjectType>
</queueSobject>
<queueSobject>
<sobjectType>Lead</sobjectType>
</queueSobject>
<queueSobject>
<sobjectType>ObjA_c</sobjectType>
</queueSobject>
</Queue>
QuickAction
Represents a specified create or update quick action for an object that then becomes available in the Chatter publisher. For example,
you can create an action that, on the detail page of an account, allows a user to create a contact related to that account from the Chatter
feed on that page. QuickAction can be created on objects that allow custom fields. The parent objects supported include:
Account
Campaign
Case
Contact
Custom objects
Group
Lead
Opportunity
459
Metadata Types
QuickAction

QuickAction components have the suffix quickAction and are stored in the quickActions folder.
Version
QuickAction components are available in API version 28.0 and later.
Fields
Field Name
Field Type
Description
canvas
string
If a custom action is created using a canvas app, the app name. Returns
the fully qualified name of the canvas app in the format
<namespace>__<dev_name>, if the quick action type is Canvas;
otherwise, returns null. This field is available in API version 29.0 and later.
description
string
The description of the action.
fieldOverrides
FieldOverride
The specific field that may be overridden within a QuickAction.
height
int
If a custom action is created, this field represents the height in pixels of

the action pane.
icon
string
The icon used to identify the action.

API version 32.0 and later returns different icons than in earlier API
versions.
isProtected
boolean
Indicates whether this component is protected (true) or not (false).

Protected components cannot be linked to or referenced by components
created in the installing organization.
label
string
Identifies the action and displays to users. This is also the default identifier
used for the API and managed packages.
optionsCreateFeedItem
boolean
Indicates whether successful completion of the action creates a feed

item (true) or not (false). Applies only to Create Record, Update
Record, and Log a Call quick action types.
page
string
If a custom action is created using a Visualforce page, this field identifies

the page.
quickActionLayout
QuickActionLayout The layout of fields on the action.
standardLabel
QuickActionLabel
(enumeration of
type string)
Specifies the standard label to use for the action. The valid values are:
LogACall
LogANote
New (A new record)
460
Metadata Types
Field Name
QuickAction
Field Type
Description
NewRecordType (For example, a label with something like New
Idea)
Update
UpdateRecordType
NewChild (A new child record)
NewChildRecordType
CreateNew
CreateNewRecordType (For example, a label with something
like Create New Idea)
SendEmail (This value is available in API version 31.0 and later.)
QuickRecordType
Quick (A quick record)
successMessage
string
The message that displays to the user upon successful completion of

the action.
targetObject
string
The object for which the action is created and performed.

For example, you can create an action that, on the detail page of an
account, allows a user to create a contact related to that account from
the Chatter feed on that page. In this case, Contact is the
targetObject.
targetParentField
string
The parent object type of the action. Links the target object to the parent
object. For example, use Account if the target object is Contact and the
parent object is Account.
targetRecordType
string
Specifies which record type to create. Valid values are:

Business Account
Person Account
Master
type
QuickActionType
(enumeration of
type string)
The type of quick action. Valid values are:

Create
VisualforcePage
Post
SendEmail (This value is available in API version 31.0 and later.)
LogACall
SocialPost
Canvas
Update
461
Metadata Types
QuickAction
Field Name
Field Type
Description
width
int
If a custom action is created, this field represents the width in pixels of

the action pane.
FieldOverride
Represents the field names and their respective formulas and literal values that comprise overrides in a QuickAction.
Field Name
Field Type
Description
field
string
The name of the specific field to allow overrides on.
formula
string
Specifies the formula to use when overriding a field.
literalValue
string
The value of the field without overrides.
QuickActionLayout
The layout of fields on the action. There is no hard limit to the number of fields you can add to an action layout. However, for optimum
usability, we recommend a maximum of eight fields. Adding more than 20 fields can severely affect user efficiency.
Field Name
Field Type
Description
layoutSectionStyle
LayoutSectionStyle
string)
The type of layout structure used. The valid values are:

TwoColumnsTopToBottom
TwoColumnsLeftToRight
OneColumn
CustomLinks
quickActionLayoutColumns QuickActionLayoutColumn[] Specifies columns in a QuickActionLayout.
QuickActionLayoutColumn
A column defined for a QuickActionLayout.
Field Name
Field Type
Description
quickActionLayoutItems QuickActionLayoutItem Specifies row items in a QuickActionLayoutColumn.
[]
QuickActionLayoutItem
A row item comprised of fields and defined for a QuickActionLayoutColumn.
462
Metadata Types
QuickAction
Field Name
Field Type
Description
emptySpace
boolean
Controls if this layout item is a blank space (true) or not (false).
field
string
Represents a specific field in QuickActionLayoutItem. There is no hard

limit to the number of fields you can add to an action layout. However,
for optimum usability, we recommend a maximum of eight fields. Adding
more than 20 fields can severely affect user efficiency.
uiBehavior
UiBehavior
string)
Specifies user input behavior for specific fields in QuickActionLayoutItem.

Edit
Required
Readonly

The following is an example of a QuickAction component:
<QuickAction xmlns="http://soap.sforce.com/2006/04/metadata">
<description>testActionDefinitionTypesCreateTask</description>
<label>testActionDefinitionTypesCreateTask</label>
<optionsCreateFeedItem>true</optionsCreateFeedItem>
<quickActionLayout>
<layoutSectionStyle>TwoColumnsLeftToRight</layoutSectionStyle>
<quickActionLayoutColumns>
<quickActionLayoutItems>
<emptySpace>false</emptySpace>
<field>OwnerId</field>
<uiBehavior>Required</uiBehavior>
</quickActionLayoutItems>
<field>WhoId</field>
<uiBehavior>Edit</uiBehavior>
<field>WhatId</field>
<field>ActivityDate</field>
<field>Subject</field>
463
Metadata Types
RemoteSiteSetting
<field>Status</field>
<field>Priority</field>
</quickActionLayoutColumns>
<quickActionLayoutColumns/>
</quickActionLayout>
<successMessage>This is a success message</successMessage>
<targetObject>Task</targetObject>
<targetParentField>What</targetParentField>
<type>Create</type>
</QuickAction>
RemoteSiteSetting
Represents a remote site setting. Before any Visualforce page, Apex callout, or JavaScript code using XmlHttpRequest in an s-control or
custom button can call an external site, that site must be registered in the Remote Site Settings page, or the call will fail. RemoteSiteSetting
extends the Metadata metadata type and inherits its fullName field.

RemoteSiteSetting components are stored in the remoteSiteSettings directory of the corresponding package directory. The
file name matches the unique name of the remote site setting, and the extension is .remoteSite.
Version
RemoteSiteSetting components are available in API version 19.0 and later.
Fields
Field
Field Type
Description
description
string
The description explaining what this remote site setting is used

for.
disableProtocolSecurity boolean
Required. Indicates whether code within Salesforce can access

the remote site regardless of whether the user's connection is
over HTTP or HTTPS (true) or not (false). When true, code
within Salesforce can pass data from an HTTPS session to an
HTTP session, and vice versa.
464
Metadata Types
Field
Report
Field Type
Description
Warning: Only set to true if you understand the
security implications.
fullName
string
The name can only contain characters, letters, and the

underscore (_) character, must start with a letter, and cannot
end with an underscore or contain two consecutive underscore
characters.
Inherited from the Metadata component, this field is not defined
in the WSDL for this component. It must be specified when
isActive
boolean
Required. Indicates if the remote site setting is active (true) or

not (false).
url
string
Required. The URL for the remote site.

A sample XML definition of a remote site setting is shown below.
<RemoteSiteSetting xmlns="http://soap.sforce.com/2006/04/metadata">
<description>Used for Apex callout to mapping web service</description>
<disableProtocolSecurity>false</disableProtocolSecurity>
<url>https://www.maptestsite.net/mapping1</url>
</RemoteSiteSetting>
Report
Represents a custom report. This type extends the Metadata metadata type and inherits its fullName field. This metadata type only
supports custom reports; standard reports are not supported.

Reports are stored in the reports directory of the corresponding package directory. The file name matches the report title and the
extension is .report.
Retrieving Reports
You cant use the wildcard (*) symbol with reports in package.xml. To retrieve the list of reports for populating package.xml
with explicit names, call listMetadata() and pass in ReportFolder as the type. Note that ReportFolder is not returned as a
type in describeMetadata(). Report is returned from describeMetadata() with an associated attribute of inFolder
set to true. If that attribute is set to true, you can construct the type by using the component name with the word Folder, such as
ReportFolder.
465
Metadata Types
Report

<types>
</types>
<types>
</types>
<types>
</types>
<types>
<name>Report</name>
</types>
</Package>
Version
Report components are available in API version 14.0 and later.
Fields
The following information assumes that you are familiar with creating and running reports. For more information on these fields, see
Create a Report in the Salesforce online help.
Field
Field Type
Description
aggregates
ReportAggregate[]
List that defines custom summary formulas for

summary, matrix, and joined reports.
block
Report[]
Represents each block in a joined report where

every block can be of a different report type.
blockInfo
ReportBlockInfo
Defines attributes for each block in a joined

report.
buckets
ReportBucketField[]
Defines a bucket field to be used in the report.

chart
ReportChart
Defines a chart for summary and matrix reports

.
colorRanges
ReportColorRange[]
List that specifies conditional highlighting for

report summary data.
466
Metadata Types
Report
Field
Field Type
Description
columns
ReportColumn[]
List that specifies the fields displayed in the

report. Fields appear in the report in the same
order as they appear in the Metadata API file.
crossFilters
ReportCrossFilter[]
Defines a cross filter's object, related object, and

condition (WITH or WITHOUT). This field is
currency
CurrencyIsoCode (enumeration of type
When using multiple currencies, some reports

allow you to display converted amounts by
selecting the appropriate column to display. For
example, in opportunity reports, you can include
the Amount (converted) column on the report.
This field is an enumeration of type string that
defines the currency in which to display
converted amounts. Valid values: Must be one
of the valid alphabetic, three-letter currency ISO
codes defined by the ISO 4217 standard, such
as USD, GBP, or JPY.
string)
description
string
Specifies a general description, which is

displayed with the report name. Maximum
characters: 255 characters.
division
string
If your organization uses divisions to segment

data and you have the Affected by Divisions
permission, records in the report must match
this division.
filter
ReportFilter
Limits report results to records with specific data.

For example, you can limit report results to
opportunities for which the amount is greater
than $1,000:
<filter>
<criteriaItems>
<column>AMOUNT</column>
<operator>greaterThan</operator>
<value>1000</value>
</criteriaItems>
</filter>
For more information, see Enter Filter Criteria

folderName
string
Name of the folder that houses the report.

467
Metadata Types
Report
Field
Field Type
Description
format
ReportFormat (enumeration of type string)
Defines the report format. For example,

Tabular for a simple data list without
subtotals.
fullName
string
The report unique developer name used as an

identifier for API access. The fullName can
contain only underscores and alphanumeric
characters. It must be unique, begin with a letter,
not include spaces, not end with an underscore,
and not contain two consecutive underscores.
This field is inherited from the Metadata
component.
groupingsAcross
ReportGrouping[]
List that defines the fields by which you want to

group and subtotal data across a matrix report
(row headings). When grouping by a date field,
you can further group the data by a specific time
period such as days, weeks, or months.
Maximum: 2 fields.
groupingsDown
ReportGrouping[]
For Summary and Matrix reports: List that defines

the fields by which you want to group and
subtotal. For summary reports, choosing more
than one sort field allows you to subsort your
data. For matrix reports, specifies summary fields
for column headings. When grouping by a date
field, you can further group the data by a specific
time period such as days, weeks, or months.
Maximum for matrix reports: 2. Maximum for
summary reports: 3
historicalSelector
ReportHistoricalSelector
Defines a date range for which historical trend

reporting data is to be captured. Default is Any
Historical Date.
Available in API version 29 and later.
name
string
Required. The report name. For example,

Opportunity Pipeline
params
ReportParam[]
List that specifies settings specific to each report

type, in particular options that let you filter a
report to obtain useful subsets. For example, the
Activities report type lets you specify whether
you want to see open or closed activities or both
and whether you want to see tasks or events or
both. Valid values depend on the report type.
reportType
string
Required. Defines the type of data in the report.

For example, Opportunity to create a report
of opportunities data.
468
Metadata Types
Report
Field
Field Type
Description
roleHierarchyFilter
string
The role name for a report drill down. Some

reports, such as opportunity and activity reports,
display Hierarchy links that allow you to drill
down to different data sets based on the role
hierarchy.
rowLimit
int
Defines the maximum number of rows that can

be returned for the report.
scope
string
Defines the scope of data on which you run the

report. For example, whether you want to run
the report against all opportunities,
opportunities you own, or opportunities your
team owns. Valid values depend on the
reportType. For example, for Accounts
reports:
MyAccounts
MyTeamsAccounts
AllAccounts
showCurrentDate
boolean
Can be set to true for historical trending

reports in matrix format.
showDetails
boolean
false shows a collapsed view of the report
with only the headings, subtotals, and total.

Default: true
sortColumn
string
Specifies the field on which to sort data in the

report. Use sortOrder to specify the sort
order.
sortOrder
SortOrder (enumeration of type string)
Specifies the sort order. Use sortColumn to

specify the field on which to sort.
territoryHierarchyFilter string
The territory name for a report drill down. If your

organization uses territory management, some
reports display Hierarchy links that allow you to
drill down to different data sets based on the
territory hierarchy.
timeFrameFilter
ReportTimeFrameFilter
Limits report results to records within a specified

time frame.
userFilter
string
The user name for a report drill down. Some

reports, such as opportunity and activity reports,
469
Metadata Types
Field
Report
Field Type
Description
display Hierarchy links that allow you to drill
down to different data sets based on the user
hierarchy.
ReportAggregate
ReportAggregate defines custom summary formulas on summary, matrix, and joined reports. For more information on these fields, see
Build a Custom Summary Formula in the Salesforce online help.
Field
Field Type
Description
acrossGroupingContext
string
Defines the row grouping level at which you want your custom
summary formula to be displayed. This is a new field in API
version 15.0.
calculatedFormula
string
Required. The custom summary formula. For example,

AMOUNT:SUM + OPP_QUANTITY:SUM
datatype
ReportAggregateDatatype
Required. Specifies the data type for formatting and display of

the custom summary formula results.
description
string
The custom summary formula description. Maximum: 255

characters.
developerName
string
Required. The internal development name of the custom

summary formula, for example, FORMULA1. This is used to
reference custom summary formulas from other report
components, including conditional highlighting.
downGroupingContext
string
Defines the column grouping level at which you want your

custom summary formula to be displayed. This field is available
isActive
booleanblo
Required. true displays the formula result in the report.

false does not display the result in the report.
isCrossBlock
boolean
Determines whether the custom summary formula is a

cross-block formula, which is available with joined reports.
true indicates a cross-block custom summary formula.
false indicates a standard custom summary formula.
masterLabel
string
Required. The custom summary formula label (name).
reportType
string
Required for joined reports. Specifies the reportType of the

blocks to which the aggregate can be added.
scale
int
The formula result is calculated to the specified number of

decimal places. Valid values 0 through 18.
470
Metadata Types
Report
ReportBlockInfo
ReportBlockInfo defines blocks in a joined report.
Field
Field Type
Description
aggregateReferences
ReportAggregateReference[]
Lists the aggregates that represent the custom summary

formulas used in a joined report block.
blockId
string
Required. blockId is used in cross-block custom summary

formulas and joined report charts to identify the block containing
each summary field. blockId is assigned automatically. Valid
values are B1 through B5.
joinTable
string
Required. Refers to the entity used to join blocks in a joined

report. The entity provides a list of fields that are available for
globally grouping across the blocks.
ReportAggregateReference
ReportAggregateReference defines the developer name used for custom summary formulas in joined reports.
Field
Field Type
Description
aggregate
string
Required. The developerName of the ReportAggregate,

which specifies the custom summary formula used in a block
of a joined report.
ReportBucketField
ReportBucketField defines a bucket to be used in the report.
Field
Field Type
Description
bucketType
ReportBucketFieldType
Required. Specifies the type of bucket. Valid values:

text
number
picklist
developerName
string
Required. A unique name used as the <field> value to

display a bucket field in the column list and other report
components, including sort, filter, list, group, and chart. Must
be of the format BucketField_name. For example,
BucketField_BusinessSize.
masterLabel
string
Required. The bucket field label. Maximum 40 characters. Any

line breaks, tabs, or multiple spaces at the beginning or end of
471
Metadata Types
Field
Report
Field Type
Description
the label are removed. Any of these characters within the label
are reduced to a single space.
nullTreatment
ReportBucketFieldNullTreatment For numeric bucket fields only. Specifies whether empty values
are treated as zeros (z) or not (n).
otherBucketLabel
string
The label of the container for unbucketed values.
sourceColumnName
string
Required. The source field that the bucket is applied to. For
example, SALES or INDUSTRY.
values
ReportBucketFieldValue
Defines one bucket value used in the bucket field.

Note: While this name is plural, it represents a single
bucket. In typical use, a bucket field contains multiple
buckets.
ReportBucketFieldValue
ReportBucketFieldValue defines a bucket value used in the bucket field.
Field
Field Type
Description
sourceValues
ReportBucketFieldSourceValue The value of a bucket in the bucket field. Valid values:

sourceValueUsed for picklist and text bucket fields.
For picklists, describes the picklist item in the bucket. For
example, the sourceValue of a bucket on TYPE could be
Customer. For text, the full string for the item in the
bucket. For example, the sourceValue of a bucket on
ADDRESS_STATE1 could be NY.
fromUsed only on numeric bucket fields. A non-inclusive
lower bound for a numeric bucket range. This value must
be a number.
toUsed only on numeric bucket fields. The inclusive
upper bound for a numeric bucket range. This value must
be a number.
In numeric buckets, the first value must only have to and last
value must only have from. All other values must have both
to and from.
value
string
Required. The name of a specific bucket value within the bucket

field.
ReportGrouping
ReportGrouping defines how to group, subtotal, and sort data for summary, matrix, and joined reports.
472
Metadata Types
Report
Field
Field Type
Description
aggregateType
ReportAggrType (enumeration The type of aggregate value to sort by. Valid values are:
of type string)
Sum
Average
Maximum
Minimum
RowCount
dateGranularity
UserDateGranularity
When grouping by a date field, the time period by which to

group.
field
string
Required. The field by which you want to summarize data. For

example, CAMPAIGN_SOURCE
sortByName
string
The API name of the column, aggregate or custom summary

field used to order the grouping.
sortOrder
SortOrder
Required. Whether to sort data in ascending or descending

alphabetical and numerical order.
sortType
ReportSortType (enumeration
of type string)
Indicates if the grouping is sorted by a column, aggregate or

custom summary field. Valid values are:
Column
Aggregate
CustomSummaryFormula
ReportHistoricalSelector
ReportHistoricalSelector defines a date range for historical data.
Field
Field Type
Description
snapshot
string
Represents the date value to apply a historical filter, either

relative (in the format N_DAYS_AGO:2) or absolute (in the
format yyyy-MM-dd). If unspecified, its assumed that the
filter will be applied to all the columns the user sees.
SortOrder
An enumeration of type string that defines the order in which data is sorted in the report fields. Valid values:
Field
Description
Asc
Sorts data in ascending alphabetical and numerical order.
473
Metadata Types
Report
Field
Description
Desc
Sorts data in descending alphabetical and numerical order.
UserDateGranularity
An enumeration of type string that defines the time period by which to group data. Valid values:
Enumeration Value
Description
None
No grouping by date
Day
By day
Week
By week
Month
By month
Quarter
By quarter
Year
By year
FiscalQuarter
By fiscal quarter. You can set the fiscal year for your organization. See Set the Fiscal Year in the
FiscalYear
By fiscal year
MonthInYear
By calendar month in year
DayInMonth
By calendar day in month
FiscalPeriod
When custom fiscal years are enabled: By fiscal period
FiscalWeek
When custom fiscal years are enabled: By fiscal week
ReportSummaryType
An enumeration of type string that defines how report fields are summarized. Valid values:
Enumeration Value
Description
Sum
Total
Average
Average
Maximum
Largest value
Minimum
Smallest value
None
The field is not summarized.
ReportColorRange
ReportColorRange defines conditional highlighting for report summary data.
474
Metadata Types
Report
Field
Field Type
Description
aggregate
ReportSummaryType
Required. Defines how the field specified in columnName is

summarized. For example, Sum.
columnName
string
Required. Specifies the field whose value ranges are represented

by colors.
highBreakpoint
double
Required. Specifies the number that separates the mid color

from the high color.
highColor
string
Required. Specifies the color (in HTML format) to represent data

that falls into the high number range. This color spans from the
highBreakpoint value.
lowBreakpoint
double
Required. Specifies the number that separates the low color

from the mid color.
lowColor
string
Required. Specifies a color (in HTML format) to represent data

that falls into the low value range, below the
lowBreakpoint value.
midColor
string
Required. Specifies a color (in HTML format) to represent data

that falls into the mid value range.
ReportColumn
ReportColumn defines how fields (columns) are displayed in the report.
Field
Field Type
Description
aggregateTypes
ReportSummaryType[]
List that defines if and how each report field is summarized.
field
string
Required. The field name. For example, AGE or

OPPORTUNITY_NAME
reverseColors
boolean
In historical trend reports, displays greater Date values as green

and greater Amount values as red, reversing the default colors.
showChanges
boolean
In historical trend reports, adds a column displaying the

difference between current and historical Date and Amount
values.
ReportFilter
ReportFilter limits the report results by filtering data on specified fields.
475
Metadata Types
Report
Field
Field Type
Description
booleanFilter
string
Specifies filter logic conditions. For more information on filter

logic, see Getting the Most Out of Filter Logic in the Salesforce
online help.
criteriaItems
ReportFilterItem
The criteria by which you want to filter report data, either by

comparing historical values or by applying a date range.
<criteriaItems>
criteriaItems ReportFilterItem
<column>Opportunity.Opportunity__hd$Amount__hst</column>
<columnToColumn>false</columnToColumn>
<snapshot>N_DAYS_AGO:90</snapshot>
<value>100</value>
</criteriaItems>
language
Language (enumeration of type The language used when a report filters against a picklist value
string)
using the operators contains or startsWith. For a list
of valid language values, see Language.
ReportFilterItem
ReportFilterItem limits the report results by filtering data on specified fields.
Field
Field Type
Description
column
string
Required. The field on which you want to filter data. For example,
AMOUNT
columnToColumn
boolean
Indicates that the field contains data from a historical snapshot.

operator
FilterOperation (enumeration of Required. An enumeration of type string that defines the

type string)
operator used to filter the data, for example, greaterThan.
For valid values, see FilterOperation.
snapshot
string
Represents the date value, either relative (in the format

N_DAYS_AGO:2) or absolute (in the format yyyy-MM-dd).
value
string
The value by which you want to filter the data, for example,
1000. Note that the Metadata API filter condition values do
not always match those that you enter in the report wizard. For
example, in the Metadata API dates are always converted to the
US date format and values entered in a non-US English language
may be converted to a standard US English equivalent.
476
Metadata Types
Report
ReportFormat
An enumeration of type string that defines the report format. Valid values:
Enumeration Value
Description
Matrix
Summarizes data in a grid. Use to compare related totals.
Summary
Lists, sorts, and subtotals data.
Tabular
Lists data with no sorting or subtotals.
Joined
Joins data from different report types storing each reports data in its own block.
ReportParam
ReportParam represents settings specific to a report type, especially options that let you filter a report to certain useful subsets.
Field
Field Type
Description
name
string
Required. Specifies a specific reportType setting.
value
string
Required. The setting value.
ReportAggregateDatatype
An enumeration of type string that specifies the data type for formatting and display of custom summary formula results. Valid values:
Enumeration Value
currency
number
percent
ReportChart
ReportChart represents charts on summary, matrix, and joined reports.
Field
Field Type
Description
backgroundColor1
string
Specifies the beginning color (in HTML format) for a gradient

color background.
backgroundColor2
string
Specifies the end color (in HTML format) for a gradient color
background.
backgroundFadeDir
ChartBackgroundDirection
Specifies the direction for a gradient color background. Use with

backgroundColor1 to specify the beginning color and
backgroundColor2 to specify the end color for the gradient
477
Metadata Types
Field
Report
Field Type
Description
design. Use white for both if you do not want a background
design. Valid values:
diagonal
leftToRight
topToBottom
chartSummaries
ChartSummary[]
Specifies the summaries you want to use for the chart. Invalid
summaries are ignored without notification. If there are no valid
summaries, RowCount is used by default for the axis value. This
chartType
ChartType (enumeration of type Required. Specifies the chart type. Available chart types depend
string)
on the report type.
enableHoverLabels
boolean
Specifies whether to display values, labels, and percentages

when hovering over charts. Hover details depend on chart type.
Percentages apply to pie, donut, and funnel charts only. This
expandOthers
boolean
Specifies whether to combine all groups less than or equal to

3% of the total into a single 'Others' wedge or segment. This
only applies to pie, donut, and funnel charts. Set to true to
show all values individually on the chart; set to false to
combine small groups into 'Others.' This field is available in API
groupingColumn
string
Specifies the field by which to group data. This data is displayed

on the X-axis for vertical column charts and on the Y-axis for
horizontal bar charts.
legendPosition
ChartLegendPosition
Required.
The location of the legend with respect to the chart. The valid
values are:
Bottom
OnChart
Right
location
ChartPosition (enumeration of
type string)
secondaryGroupingColumn string
Required. Specifies whether the chart is displayed at the top or

bottom of the report.
For grouped chart types: Specifies the field by which to group
the data.
showAxisLabels
boolean
For bar and line charts: Specifies whether the chart displays
names for each axis.
showPercentage
boolean
Indicates if percentages are displayed for wedges and segments

of pie, donut, and funnel charts, as well as for gauges (true),
or not (false).
478
Metadata Types
Report
Field
Field Type
Description
showTotal
boolean
Indicates if the total is displayed for donut charts and gauges

(true), or not (false).
showValues
boolean
Indicates if the values of individual records or groups are

displayed for charts (true), or not (false).
size
ReportChartSize (enumeration
of type string)
Required. Specifies the chart size.
summaryAggregate
ReportSummaryType
Defines how to summarize the chart data. For example, Sum.

No longer supported in version API 17.0 and later. See
chartSummaries.
summaryAxisManualRangeEnd double
When specifying the axis range manually: Defines the ending

value.
summaryAxisManualRangeStart double
When specifying the axis range manually: Defines the starting

value.
summaryAxisRange
ChartRangeType (enumeration Required. For bar, line, and column charts: Defines whether to
of type string)
specify the axis range manually or automatically.
summaryColumn
string
Required. Specifies the field by which to summarize the chart

data. Typically this field is displayed on the Y-axis. No longer
supported in version API 17.0 and later. See
chartSummaries.
textColor
string
The color (in HTML format) of the chart text and labels.
textSize
int
The size of the chart text and labels. Valid values:

8
9
10
12
14
18
24
36
The maximum size is 18. Larger values are shown at 18 points.
title
string
The chart title. Max 255 characters.
titleColor
string
The color (in HTML format) of the title text.
titleSize
int
The size of the title text. Valid values:

8
9
10
12
479
Metadata Types
Field
Report
Field Type
Description
14
18
24
36
The maximum size is 18. Larger values are shown at 18 points.
ChartType
An enumeration of type string that defines the chart type. For information on each of these chart types, see Chart Types in the Salesforce
online help. Valid values:
Enumeration Value
None
HorizontalBar
HorizontalBarGrouped
HorizontalBarStacked
HorizontalBarStackedTo100
VerticalColumn
VerticalColumnGrouped
VerticalColumnStacked
VerticalColumnStackedTo100
Line
LineGrouped
LineCumulative
LineCumulativeGrouped
Pie
Donut
Funnel
Scatter
ScatterGrouped
VerticalColumnLine
VerticalColumnGroupedLine
VerticalColumnStackedLine
480
Metadata Types
Report
Enumeration Value
Plugin
Reserved for future use. This value is available in API version 31.0 and later.
ChartPosition
An enumeration of type string that specifies the position of the chart in the report. Valid values:
Enumeration Value
CHART_TOP
CHART_BOTTOM
ChartSummary
ChartSummary defines how data in the chart is summarized. Valid values:
Field
Field Type
Description
aggregate
ReportSummaryType
Specifies the aggregation methodsuch as Sum, Average,

Min, and Maxfor the summary value. Use the column field
to specify the summary value to use for the aggregation. You
don't need to specify this field for RowCount or custom summary
formulas.
axisBinding
ChartAxis
Specifies the axis or axes to use on the chart. Use the column
field to specify the summary value to use for the axis.
column
string
Required. Specifies the summary field for the chart data. If all
columns are invalid, RowCount is used by default for the axis
value. For vertical column and horizontal bar combination charts,
you can specify up to four values.
ChartAxis
An enumeration of type string that specifies the axis or axes to be used in charts. Valid values:
Enumeration Value
Description
The summary value to use for the X-axis of a scatter chart.
The Y-axis for the chart.
y2
The secondary Y-axis for vertical column combination charts with a line added.
481
Metadata Types
Report
ReportChartSize
An enumeration of type string that specifies the chart size. Valid values:
Enumeration Value
Tiny
Small
Medium
Large
Huge
ChartRangeType
An enumeration of type string that defines the report format. Valid values:
Enumeration Value
Auto
Manual
ReportTimeFrameFilter
ReportTimeFrameFilter represents the report time period.
Field
Field Type
Description
dateColumn
string
Required. The date field on which to filter data. For example,

CLOSE_DATE
endDate
date
When interval is INTERVAL_CUSTOM, specifies the end

of the custom time period.
interval
UserDateInterval (enumeration Required. Specifies the period of time.

of type string)
startDate
date
When interval is INTERVAL_CUSTOM, specifies the start

of the custom time period.
ReportCrossFilter
ReportCrossFilter represents the cross filter functionality in reports.
482
Metadata Types
Report
Field
Field Type
Description
criteriaItems
ReportFilterItem
Represents the subfilters of a cross filter. There can be up to five

subfilters. This field requires the following attributes.
Column
Operator
Value
operation
ObjectFilterOperator.
Enumeration of type string
The action indicating whether to include or exclude an object.

Valid values: with and without.
primaryTableColumn
string
The parent object used for the cross filter.
relatedTable
string
The child object used for the cross filter.
relatedTableJoinColumn string
The field from the child object that is used to join the parent.

A sample XML snippet using cross filters to build an Accounts report for cases where case status is not closed:
<crossFilters>
<criteriaItems>
<column>Status</column>
<operator>notequal</operator>
<value>Closed</value>
</criteriaItems>
<operation>with</operation>
<primaryTableColumn>ACCOUNT_ID</primaryTableColumn>
<relatedTable>Case</relatedTable>
<relatedTableJoinColumn>Account</relatedTableJoinColumn>
</crossFilters>
Note: This sample was generated using the API version 23.0.
UserDateInterval
An enumeration of type string that defines the period of time. Valid values:
Enumeration Value
Description
INTERVAL_CURRENT
Current fiscal quarter
INTERVAL_CURNEXT1
Current and next fiscal quarters
INTERVAL_CURPREV1
Current and previous fiscal quarters
INTERVAL_NEXT1
Next fiscal quarter
INTERVAL_PREV1
Previous fiscal quarter
INTERVAL_CURNEXT3
Current and next three fiscal quarters
483
Metadata Types
Report
Enumeration Value
Description
INTERVAL_CURFY
Current fiscal year
INTERVAL_PREVFY
Previous fiscal year
INTERVAL_PREV2FY
Previous two fiscal years
INTERVAL_AGO2FY
Two fiscal years ago
INTERVAL_NEXTFY
Next fiscal year
INTERVAL_PREVCURFY
Current and previous fiscal years
INTERVAL_PREVCUR2FY
Current and previous two fiscal years
INTERVAL_CURNEXTFY
Current and next fiscal year
INTERVAL_CUSTOM
A custom time period. Use startDate and endDate fields to specify the
time period's start date and end date.
INTERVAL_YESTERDAY
Yesterday
INTERVAL_TODAY
Today
INTERVAL_TOMORROW
Tomorrow
INTERVAL_LASTWEEK
Last calendar week
INTERVAL_THISWEEK
This calendar week
INTERVAL_NEXTWEEK
Next calendar week
INTERVAL_LASTMONTH
Last calendar month
INTERVAL_THISMONTH
This calendar month
INTERVAL_NEXTMONTH
Next calendar month
INTERVAL_LASTTHISMONTH
Current and previous calendar months
INTERVAL_THISNEXTMONTH
Current and next calendar months
INTERVAL_CURRENTQ
Current calendar quarter
INTERVAL_CURNEXTQ
Current and next calendar quarters
INTERVAL_CURPREVQ
Current and previous calendar quarters
INTERVAL_NEXTQ
Next calendar quarter
INTERVAL_PREVQ
Previous calendar quarter
INTERVAL_CURNEXT3Q
Current and next three calendar quarters
INTERVAL_CURY
Current calendar year
INTERVAL_PREVY
Previous calendar year
INTERVAL_PREV2Y
Previous two calendar years
INTERVAL_AGO2Y
Two calendar years ago
484
Metadata Types
Report
Enumeration Value
Description
INTERVAL_NEXTY
Next calendar year
INTERVAL_PREVCURY
Current and previous calendar years
INTERVAL_PREVCUR2Y
Current and previous two calendar years
INTERVAL_CURNEXTY
Current and next calendar years
INTERVAL_LAST7
Last 7 days
INTERVAL_LAST30
Last 30 days
INTERVAL_LAST60
Last 60 days
INTERVAL_LAST90
Last 90 days
INTERVAL_LAST120
Last 120 days
INTERVAL_NEXT7
Next 7 days
INTERVAL_NEXT30
Next 30 days
INTERVAL_NEXT60
Next 60 days
INTERVAL_NEXT90
Next 90 days
INTERVAL_NEXT120
Next 120 days
LAST_FISCALWEEK
When custom fiscal years are enabled: Last fiscal week
THIS_FISCALWEEK
When custom fiscal years are enabled: This fiscal week
NEXT_FISCALWEEK
When custom fiscal years are enabled: Next fiscal week
LAST_FISCALPERIOD
When custom fiscal years are enabled: Last fiscal period
THIS_FISCALPERIOD
When custom fiscal years are enabled: This fiscal period
NEXT_FISCALPERIOD
When custom fiscal years are enabled: Next fiscal period
LASTTHIS_FISCALPERIOD
When custom fiscal years are enabled: This fiscal period and last fiscal period
THISNEXT_FISCALPERIOD
When custom fiscal years are enabled: This fiscal period and next fiscal period
CURRENT_ENTITLEMENT_PERIOD
Current entitlement period
PREVIOUS_ENTITLEMENT_PERIOD
Previous entitlement period
PREVIOUS_TWO_ENTITLEMENT_PERIODS
Previous two entitlement periods
TWO_ENTITLEMENT_PERIODS_AGO
Two entitlement periods ago
CURRENT_AND_PREVIOUS_ENTITLEMENT_PERIOD Current and previous entitlement period

CURRENT_AND_PREVIOUS_TWO_ENTITLEMENT_PERIODS Current and previous two entitlement periods
485
Metadata Types
Report

A sample XML report definition:
<Report xmlns="http://soap.sforce.com/2006/04/metadata">
<aggregates>
<acrossGroupingContext>CRT_Object__c$Id</acrossGroupingContext>
<calculatedFormula>PREVGROUPVAL(CRT_Object__c.Currency__c:AVG, CRT_Object__c.Id)
*
PARENTGROUPVAL(CRT_Object__c.Number__c:MAX, CRT_Object__c.CreatedBy.Name,
COLUMN_GRAND_SUMMARY)/RowCount</calculatedFormula>
<datatype>number</datatype>
<developerName>FORMULA1</developerName>
<downGroupingContext>CRT_Object__c$CreatedBy</downGroupingContext>
<masterLabel>CurrCSF</masterLabel>
<scale>2</scale>
</aggregates>
<aggregates>
<acrossGroupingContext>CRT_Object__c$LastModifiedDate</acrossGroupingContext>
<calculatedFormula>IF(RowCount>10,
BLANKVALUE(ROUND(PREVGROUPVAL(CRT_Object__c.Currency__c:SUM,
CRT_Object__c.LastModifiedDate),3),
PARENTGROUPVAL(CRT_Object__c.Number__c:SUM, ROW_GRAND_SUMMARY,
CRT_Object__c.Id)) , 1000)</calculatedFormula>
<downGroupingContext>GRAND_SUMMARY</downGroupingContext>
<masterLabel>numCSF</masterLabel>
<scale>2</scale>
</aggregates>
<buckets>
<bucketType>number</bucketType>
<developerName>BucketField_BusinessSize</developerName>
<masterLabel>NumericBucket</masterLabel>
<nullTreatment>z</nullTreatment>
<sourceColumnName>SALES</sourceColumnName>
<values>
<sourceValues>
<to>10000</to>
</sourceValues>
<value>low</value>
</values>
<values>
<sourceValues>
<from>10000</from>
<to>25000</to>
</sourceValues>
<value>mid</value>
</values>
<values>
<sourceValues>
486
Metadata Types
Report
<from>25000</from>
</sourceValues>
<value>high</value>
</values>
</buckets>
<buckets>
<bucketType>text</bucketType>
<developerName>BucketField_Region</developerName>
<masterLabel>TextBucket</masterLabel>
<nullTreatment>n</nullTreatment>
<otherBucketLabel>Other</otherBucketLabel>
<sourceColumnName>ADDRESS1_STATE</sourceColumnName>
<values>
<sourceValues>
<sourceValue>CA</sourceValue>
</sourceValues>
<value>west</value>
</values>
<values>
<sourceValues>
<sourceValue>NY</sourceValue>
</sourceValues>
<sourceValues>
<sourceValue>Ontario</sourceValue>
</sourceValues>
<value>east</value>
</values>
</buckets>
<chart>
<backgroundColor1>#FFFFFF</backgroundColor1>
<backgroundFadeDir>Diagonal</backgroundFadeDir>
<chartSummaries>
<column>FORMULA1</column>
</chartSummaries>
<chartSummaries>
<column>FORMULA2</column>
</chartSummaries>
<chartSummaries>
<aggregate>Maximum</aggregate>
<column>CRT_Object__c$Number__c</column>
</chartSummaries>
<chartSummaries>
</chartSummaries>
<chartType>VerticalColumn</chartType>
<groupingColumn>CRT_Object__c$LastModifiedDate</groupingColumn>
<legendPosition>Right</legendPosition>
<location>CHART_TOP</location>
<size>Medium</size>
487
Metadata Types
Report
<summaryAxisRange>Auto</summaryAxisRange>
<textSize>12</textSize>
</chart>
<columns>
<field>CRT_Object__c$Name</field>
</columns>
<columns>
<aggregateTypes>Average</aggregateTypes>
<field>CRT_Object__c$Currency__c</field>
</columns>
<columns>
<aggregateTypes>Maximum</aggregateTypes>
<field>CRT_Object__c$Number__c</field>
</columns>
<columns>
<field>BucketField__Region</field>
</columns>
<format>Matrix</format>
<groupingsAcross>
<dateGranularity>Day</dateGranularity>
<field>CRT_Object__c$Id</field>
<sortOrder>Asc</sortOrder>
</groupingsAcross>
<groupingsAcross>
<dateGranularity>Year</dateGranularity>
<field>CRT_Object__c$LastModifiedDate</field>
</groupingsAcross>
<groupingsDown>
<field>CRT_Object__c$CreatedBy</field>
</groupingsDown>
<groupingsDown>
<field>CRT_Object__c$Currency__c</field>
<sortOrder>Desc</sortOrder>
</groupingsDown>
<name>CrtMMVC</name>
<reportType>CRT1__c</reportType>
<scope>organization</scope>
<showDetails>false</showDetails>
<timeFrameFilter>
<dateColumn>CRT_Object__c$CreatedDate</dateColumn>
<interval>INTERVAL_CUSTOM</interval>
</timeFrameFilter>
</Report>
488
Metadata Types
Report
Declarative Metadata Sample Definition for a Joined Report

A sample XML report definition:
<Report xmlns="http://soap.sforce.com/2006/04/metadata">

<aggregates>
<calculatedFormula>B1#AMOUNT:SUM+B2#EMPLOYEES:SUM</calculatedFormula>
<developerName>FORMULA</developerName>
<isCrossBlock>true</isCrossBlock>
<masterLabel>Cross-Block CSF Example</masterLabel>
<scale>2</scale>
</aggregates>

<aggregates>
<calculatedFormula>AMOUNT:SUM</calculatedFormula>
<isCrossBlock>false</isCrossBlock>
<masterLabel>Standard CSF Example</masterLabel>
<reportType>Opportunity</reportType>
<scale>2</scale>
</aggregates>
<block>
<blockInfo>

<aggregateReferences>
<aggregate>FORMULA2</aggregate>
</aggregateReference>
<blockId>B1</blockId>
<joinTable>a</joinTable>
</blockInfo>
<columns>
<field>TYPE</field>
</columns>
<format>Summary</format>
<name>Opportunities BLock 3</name>
<params>
<name>role_territory</name>
<value>role</value>
</params>
<params>
<name>terr</name>
<value>all</value>
</params>
<params>
<name>open</name>
489
Metadata Types
Report
<value>all</value>
</params>
<params>
<name>probability</name>
<value>0</value>
</params>
<params>
<name>co</name>
<value>1</value>
</params>
<timeFrameFilter>
<dateColumn>CLOSE_DATE</dateColumn>
</timeFrameFilter>
</block>
<block>
<blockInfo>

<aggregateReferences>
<aggregate>FORMULA1</aggregate>
</aggregateReferences>
<blockId>B2</blockId>
</blockInfo>
<columns>
<field>USERS.NAME</field>
</columns>
<columns>
<field>TYPE</field>
</columns>
<columns>
<field>DUE_DATE</field>
</columns>
<columns>
<field>LAST_UPDATE</field>
</columns>
<columns>
<field>ADDRESS1_STATE</field>
</columns>
<format>Summary</format
<name>Accounts block 5</name>
<params>
<name>terr</name>
<value>all</value>
</params>
<params>
<name>co</name>
<value>1</value>
</params>
<reportType>AccountList</reportType>
490
Metadata Types
Report
<timeFrameFilter>
<dateColumn>CREATED_DATE</dateColumn>
</timeFrameFilter>
</block>
<blockInfo>
<blockId xsi:nil="true"/>
</blockInfo>
<chart>
<backgroundFadeDir>Diagonal</backgroundFadeDir>
<chartSummaries>

<column>B1#RowCount</column>
</chartSummaries>
<chartType>HorizontalBar</chartType>
<enableHoverLabels>false</enableHoverLabels>
<groupingColumn>ACCOUNT_NAME</groupingColumn>
<location>CHART_TOP</location>
<showAxisLabels>true</showAxisLabels>
<showTotal>false</showTotal>
<size>Medium</size>
<summaryAxisRange>Auto</summaryAxisRange>
<textSize>12</textSize>
</chart>
<format>MultiBlock</format>
<groupingsDown>
<field>ACCOUNT_NAME</field>
</groupingsDown>
<name>mb_mbapi</name>
<showDetails>true</showDetails>
</Report>
SEE ALSO:
Dashboard
491
Metadata Types
ReportType
ReportType
Represents the metadata associated with a custom report type. This type extends the Metadata metadata type and inherits its fullName
field. Custom report types allow you to build a framework from which users can create and customize reports. For more information,
see Set Up a Custom Report Type in the Salesforce online help.

The file suffix is .reportType for the custom report type definition. There is one file per custom report type. Report types are stored
in the reportTypes directory of the corresponding package directory.
Version
Custom report types are available in API version 14.0 and later.
Fields
Field Name
Field Type
Description
autogenerated
boolean
Indicates that the report type was automatically generated when historical
trending was enabled for an entity.
baseObject
string
Required. The primary object for the custom report type, for example,
Account. All objects, including custom objects, are supported. You cannot
edit this field after initial creation.
category
ReportTypeCategory
Required. This field controls the category for the report. The valid values
are:
accounts
opportunities
forecasts
cases
leads
campaigns
activities
busop
products
admin
territory
territory2 (This value is available in API version 31.0 and later.)
usage_entitlement
wdc (This value is available in API version 29.0 and later.)
calibration (This value is available in API version 29.0 and later.)
492
Metadata Types
Field Name
ReportType
Field Type
Description
other
content
deployed
boolean
Required. Indicates whether the report type is available to users (true)

or whether it's still in development (false).
description
string
The description of the custom report type.
fullName
string
The report type developer name used as a unique identifier for API access.
characters. It must be unique, begin with a letter, not include spaces, not
end with an underscore, and not contain two consecutive underscores.
join
ObjectRelationship
The object joined to the baseObject. For example, Contacts may be

joined to the primary Accounts object.
label
string
Required. The report type label.
sections
ReportLayoutSection[]
The groups of columns available for the report type. Though columns are
not strictly required, a report without columns is not very useful.
ObjectRelationship
ObjectRelationship represents a join to another object. For more information, see Add Child Objects To Your Custom Report Type in
the Salesforce online help.
Field Name
Field Type
Description
join
ObjectRelationship
This field is a recursive reference that allows you to join more than two objects.
A maximum of four objects can be joined in a custom report type. When more
than two objects are joined, an inner join is not allowed if there has been an
outer join earlier in the join sequence. The baseObject is first joined to the
object specified in relationship; the resulting data set is then joined with
any objects specified in this field.
outerJoin
boolean
Required. Indicates whether this is an outer join (true) or not (false). An

outer join returns a row even if the joined table does not contain a matching
value in the join column.
relationship
string
Required. The object joined to the primary object; for example, Contacts.
ReportLayoutSection
ReportLayoutSection represents a group of columns used in the custom report type.
Field Name
Field Type
Description
columns
ReportTypeColumn[]
The list of columns projected from the query, defined by

this custom report type.
493
Metadata Types
ReportType
Field Name
Field Type
Description
masterLabel
string
Required. The label for this group of columns in the report

wizard.
ReportTypeColumn
ReportTypeColumn represents a column in the custom report type.
Field Name
Field Type
Description
checkedByDefault boolean
Required. Indicates whether this column is selected be default (true) or not

(false).
displayNameOverride string
A customized column name, if desired.
field
string
Required. The field name associated with the report column.
table
string
Required. The table associated with the field; for example, Account.

The definition of a custom report type is shown below. Account is joined to Contacts and the resulting data set is joined with Assets.
<ReportType xmlns="http://soap.sforce.com/2006/04/metadata">
<baseObject>Account</baseObject>
<category>accounts</category>
<deployed>true</deployed>
<description>Account linked to Contacts and Assets</description>
<join>
<join>
<outerJoin>false</outerJoin>
<relationship>Assets</relationship>
</join>
<outerJoin>false</outerJoin>
<relationship>Contacts</relationship>
</join>
<label>Account Contacts and Assets</label>
<sections>
<columns>
<checkedByDefault>true</checkedByDefault>
<field>obj_lookup__c.Id</field>
<table>Account</table>
</columns>
<columns>
<checkedByDefault>false</checkedByDefault>
<field>obj_lookup__c.Name</field>
</columns>
<columns>
494
Metadata Types
Role
<field>Opportunity__c.Amount</field>
</columns>
<columns>
<field>Owner.IsActive</field>
</columns>
<masterLabel>Accounts</masterLabel>
</sections>
<sections>
<columns>
<field>Owner.Email</field>
<table>Account.Contacts</table>
</columns>
<columns>
<field>byr__c</field>
</columns>
<columns>
<checkedByDefault>true</checkedByDefault>
<field>ReportsTo.CreatedBy.Contact.Owner.MobilePhone</field>
</columns>
<masterLabel>Contacts</masterLabel>
</sections>
</ReportType>
Usage
The custom report type refers to fields by using their API names. For a historical field (one that has trackTrending set to true)
the API name includes hst, such as Field2__c_hst.
<sections>
<columns>
<field>Field2__c_hst</field>
<table>CustomTrendedObject__c.CustomTrendedObject__c_hst</table>
</columns>
<masterLabel>History</masterLabel>
</sections>
For more information, see trackTrending on page 231.
Role
Represents a role in your organization.
495
Metadata Types
RoleOrTerritory

The file suffix for role components is .role and components are stored in the roles directory of the corresponding package
directory.
Version
Role components are available in API version 24.0 and later.
Fields
This metadata type extends to subtype RoleOrTerritory on page 496.
Field Name
Field Type
Description
fullName
string
component. Corresponds to Role Name in the user interface.
parentRole
string
The role above this role in the hierarchy.

The following is the definition of a role.
<Role xmlns="http://soap.sforce.com/2006/04/metadata">
<caseAccessLevel>Edit</caseAccessLevel>
<contactAccessLevel>Edit</contactAccessLevel>
<description>Sample Role</description>
<mayForecastManagerShare>false</mayForecastManagerShare>
<name>R22</name>
<opportunityAccessLevel>Read</opportunityAccessLevel>
</Role>
RoleOrTerritory
Represents the common base type and valid values for role or territory.
Version
RoleOrTerritory components are available in API version 24.0 and later.
Note: You cant create a RoleOrTerritory component directly. Use the Role or Territory metadata types instead.
496
Metadata Types
RoleOrTerritory
Fields
Field Name
Field Type
Description
caseAccessLevel
string
Specifies whether a user can access other users cases that are associated
with accounts the user owns. Valid values are:
Read
Edit
None
This field is not visible if your organizations sharing model for cases is
Public Read/Write.
If no value is set for this field, this field value uses the default access level
that is specified in the Manage Territory page in Setup.
contactAccessLevel
string
Specifies whether a user can access other users contacts that are
associated with accounts the user owns. Valid values are:
Read
Edit
None
This field is not visible if your organizations sharing model for contacts
is Public Read/Write or Controlled by Parent.
description
string
The description of the role or territory.
fullName
string
component.
mayForecastManagerShare boolean
name
string
opportunityAccessLevel string
Indicates whether the forecast manager can manually share their own
forecast.
Required. The name of the role or territory.
Specifies whether a user can access other users opportunities that are
associated with accounts the user owns. Valid values are:
Read
Edit
None
This field is not visible if your organizations sharing model for
opportunities is Public Read/Write.
497
Metadata Types
SamlSsoConfig

The following is the definition of a role.
<Role xmlns="http://soap.sforce.com/2006/04/metadata">
<description>Sample Role</description>
<name>R22</name>
</Role>
The following is the definition of a territory.

<Territory xmlns="http://soap.sforce.com/2006/04/metadata">
<accountAccessLevel>Edit</accountAccessLevel>
<description>Sample Territory</description>
<name>T22name</name>
</Territory>
SEE ALSO:
Role
Territory
SamlSsoConfig
Represents a SAML Single Sign-On configuration. This type extends the Metadata metadata type and inherits its fullName field.
Single sign-on is a process that allows network users to access all authorized network resources without having to log in separately to
each resource. Single sign-on allows you to validate usernames and passwords against your corporate user database or other client
application rather than having separate user passwords managed by Salesforce.

SamlSsoConfig components have the suffix .samlssoconfig and are stored in the samlssoconfigs folder.
Version
SamlSsoConfig components are available in API version 28.0 and later.
498
Metadata Types
SamlSsoConfig
Fields
Field Name
Field Type
Description
attributeName
string
The name of the identity providers application. Get this from your identity
provider.
attributeNameIdFormat string
For SAML 2.0 only and when identityLocation is set to

Attribute. Possible values include unspecified,
emailAddress or persistent. All legal values can be found in
the Name Identifier Format Identifiers section of the Assertions and
Protocols SAML 2.0 specification.
decryptionCertificate string
The name of the certificate to use for decrypting incoming SAML

assertions. This certificate is saved in the organizations Certificate and
Key Management list. Available in API version 30.0 and later.
errorUrl
string
The URL of the page users should be directed to if theres an error during
SAML login. It must be a publicly accessible page, such as a public site
Visualforce page. The URL can be absolute or relative.
executionUserId
string
The user that runs the Apex handler class. The user must have the
Manage Users permission. A user is required if you specify a SAML JIT
handler class.
identityLocation
SamlIdentityLocationType The location in the assertion where a user should be identified. Valid
values are:
string)
SubjectNameId The identity is in the <Subject>
statement of the assertion.
Attribute The identity is specified in an
<AttributeValue>, located in the <Attribute> of the
assertion.
identityMapping
SamlIdentityType
string)
The identifier the service provider uses for the user during Just-in-Time
user provisioning. Valid values are:
Username The users Salesforce username.
FederationId The federation ID from the user object; the
identifier used by the service provider for the user.
UserId The user ID from the users Salesforce organization.
issuer
string
The identification string for the Identity Provider.
loginUrl
string
For SAML 2.0 only: The URL where Salesforce sends a SAML request to
start the login sequence.
logoutUrl
string
For SAML 2.0 only: The URL to direct the user to when they click the
Logout link. The default is http://www.salesforce.com.
name
string
The unique name used by the API and managed packages. The name
must begin with a letter and use only alphanumeric characters and
499
Metadata Types
Field Name
SamlSsoConfig
Field Type
Description
underscores. The name cannot end with an underscore or have two
consecutive underscores.
oauthTokenEndpoint
string
For SAML 2.0 only: The ACS URL used with enabling Salesforce as an
identity provider in the Web single sign-on OAuth assertion flow.
redirectBinding
boolean
If youre using My Domain, chose the binding mechanism your identity

provider requests for your SAML messages. Values are:
HTTP POST HTTP POST binding sends SAML messages using
base64-encoded HTML forms.
HTTP Redirect HTTP Redirect binding sends base64-encoded
and URL-encoded SAML messages within URL parameters.
requestSignatureMethod string
The method thats used to sign the SAML request. Valid values are
RSA-SHA1 and RSA-SHA256.
salesforceLoginUrl
string
The URL associated with login for the Web single sign-on flow.
samlEntityId
string
The issuer in SAML requests generated by Salesforce, and is also the

expected audience of any inbound SAML Responses. If you dont have
domains deployed, this value is always
https://saml.salesforce.com. If you have domains deployed,
Salesforce recommends that you use your custom domain name.
samlJitHandlerId
string
The name of an existing Apex class that implements the

Auth.SamlJitHandler interface.
samlVersion
SamlType (enumeration of The SAML version in use. Valid values are:

type string)
SAML1_1 SAML 1.1
SAML2_0 SAML 2.0
userProvisioning
boolean
If true, Just-in-Time user provisioning is enabled, which creates users

on the fly the first time they try to log in. Specify Federation ID
for the identityMapping value to use this feature.
validationCert
string
The certificate used to validate the request. Get this from your identity
provider.

The following is an example of a SamlSsoConfig component. The validation certificate string has been truncated for readability.
<SamlSsoConfig xmlns="http://soap.sforce.com/2006/04/metadata">
<identityLocation>SubjectNameId</identityLocation>
<identityMapping>FederationId</identityMapping>
<issuer>https://my-idp.my.salesforce.com</issuer>
<loginUrl>
https://my-idp.my.salesforce.com/idp/endpoint/HttpRedirect
500
Metadata Types
Scontrol
</loginUrl>
<logoutUrl>https://www.salesforce.com</logoutUrl>
<name>SomeCompany</name>
<oauthTokenEndpoint>
https://login.salesforce.com/services/oauth2/token?so=00DD0000000JxeI
</oauthTokenEndpoint>
<redirectBinding>true</redirectBinding>
<requestSignatureMethod>RSA-SHA1</requestSignatureMethod>
<salesforceLoginUrl>
https://login.salesforce.com?so=00DD0000000JxeI
</salesforceLoginUrl>
<samlEntityId>
https://saml.salesforce.com/customPath
</samlEntityId>
<samlVersion>SAML2_0</samlVersion>
<userProvisioning>false</userProvisioning>
<validationCert>
MIIEojCCA4qgAwIBAgIOATtxsoBFAAAAAD4...
</validationCert>
</SamlSsoConfig>
Scontrol
Important: Visualforce pages supersede s-controls. Organizations that havent previously used s-controls cant create them.
Existing s-controls are unaffected, and can still be edited.
Deprecated. Represents an Scontrol component, corresponding to an s-control in the Salesforce user interface. For more information,
see About S-Controls in the Salesforce online help. This metadata type extends the MetadataWithContent component and shares its
fields.

The file suffix is .scf for the s-control file. The accompanying metadata file is named ScontrolName-meta.xml.
Scontrol components are stored in the scontrols folder in the corresponding package directory.
Version
Scontrols are available in API version 10.0 and later.
Fields
Field Name
Field Type
Description
content
base64Binary
Content of the s-control. Base 64-encoded binary data. Prior to making

an API call, client applications must encode the binary attachment
data as base64. Upon receiving a response, client applications must
decode the base64 data to binary. This conversion is usually handled
501
Metadata Types
Field Name
Scontrol
Field Type
Description
for you by a SOAP client. This field is inherited from the
MetadataWithContent component.
contentSource SControlContentSource (enumeration
of type string)
Required. Determines how you plan to use the s-control:

HTML: Select this option if you want to enter the content for your
s-control in content.
URL: Select this option if you want to enter the link or URL of an
external website in content.
Snippet: Snippets are s-controls that are designed to be
included in other s-controls. Select this option if you want to enter
the content for your s-control snippet in content.
description
string
encodingKey
Encoding (enumeration of type string) Required. The default encoding setting is Unicode: UTF-8. Change
it if you are passing information to a URL that requires data in a different
format. This option is available when you select URL as the value for
contentSource.
fileContent
base64
File contents displayed if you add this s-control to a custom link. The
file can contain a Java applet, Active-X control, or any other type of
content you want. This option only applies to s-controls with a value
of HTML for contentSource.
fileName
string
The unique name for the s-control. This name can contain only
underscores and alphanumeric characters, and must be unique in
your organization. It must begin with a letter, not include spaces, not
This field cannot be changed for components installed by a managed
package. It is only relevant if the fileContent field also has a value.
This is a new field in API version 14.0.
fullName
string
The s-control developer name used as a unique identifier for API access.
underscores. If this field contained characters before version 14.0 that
are no longer allowed, the characters were stripped out of this field,
and the previous value of the field was saved in the name field. This
field is inherited from the Metadata component.
name
string
Required. The unique name for the s-control. It must contain

alphanumeric characters only and begin with a letter. For example
example_s_control.
supportsCaching boolean
Optional text that describes the s-control. This only displays to users
with View All Data permission (administrator).
Required. Indicates whether the s-control supports caching (true)

or not (false). Caching optimizes the page so that it remembers
502
Metadata Types
Field Name
Settings
Field Type
Description
which s-controls are on the page when it reloads. This option only
applies to HTML s-controls.

The following sample creates the Myriad_Publishing.scf s-control, which creates a link to the website specified in the s-control.
The corresponding Myriad_Publishing.scf-meta.xml metadata file follows the s-control file.
Myriad_Publishing.scf file:
http://www.myriadpubs.com
Myriad_Publishing.scf-meta.xml:
<Scontrol xmlns="http://soap.sforce.com/2006/04/metadata">
<contentSource>URL</contentSource>
<description>s-control to open Myriad Publishing website.</description>
<encodingKey>UTF-8</encodingKey>
<name>Myriad Publishing</name>
<supportsCaching>true</supportsCaching>
</Scontrol>
Settings
Represents the organization settings related to a feature. For example, your password policies, session settings and network access
controls are all available in the SecuritySettings component type. Not all feature settings are available in the Metadata API. See Unsupported
Metadata Types on page 113 for information on which feature settings are not available.
Settings can be accessed using the specific component member or via wildcard. For example, in the package manifest file you would
use the following section to access SecuritySettings:
<types>
<members>Security</members>
</types>
The member format when used in the package manifest is the component metadata type name without the Settings suffix, so in the
preceding example Security is used instead of SecuritySettings.

Each settings component gets stored in a single file in the settings directory of the corresponding package directory. The filename
uses the format Setting feature.settings. For example, the SecuritySettings file would be Security.settings. See
File Suffix and Directory Location information for the individual settings components to determine the exact filename.
503
Metadata Types
Settings
Version
Settings is available in API version 27.0 and later. See the version information for the individual setting component to determine which
API version the settings component became available.

The following is an example package manifest used to deploy or retrieve only the MobileSettings for an organization:
<types>
<members>Mobile</members>
</types>
</Package>
The following is an example package manifest used to deploy or retrieve all the available settings metadata for an organization, using
a wildcard:
<types>
</types>
</Package>
SEE ALSO:
AccountSettings
ActivitiesSettings
AddressSettings
CaseSettings
CompanySettings
ContractSettings
EntitlementSettings
ForecastingSettings
IdeasSettings
KnowledgeSettings
MobileSettings
SecuritySettings
504
Metadata Types
AccountSettings
AccountSettings
Represents an organizations account settings for account teams, account owner report, and the View Hierarchy link. This type extends
the Metadata metadata type and inherits its fullName field.
In the package manifest, all organization settings metadata types are accessed using the Settings name. See Settings for more details.

AccountSettings values are stored in the Account.settings file in the settings folder. The .settings files are different
from other named components because there is only one settings file for each settings component.
Version
AccountSettings is available in API versions 29.0 and later.
Fields
Field Name
Field Type
enableAccountOwnerReport boolean
enableAccountTeams
boolean
Description
Indicates whether Account Owner Report may (true) or may not
(false) be run by all users.
Indicates whether Account Teams are enabled (true) or not (false).
The Metadata API cant be used to disable Account Teams.
showViewHierarchyLink
boolean
Indicates whether the default View Hierarchy link on all business

account detail pages is visible (true) or hidden (false).

The following is an example of the Account.settings file:
<AccountSettings xmlns="http://soap.sforce.com/2006/04/metadata">
<enableAccountOwnerReport>true</enableAccountOwnerReport>
<enableAccountTeams>true</enableAccountTeams>
<showViewHierarchyLink>true</showViewHierarchyLink>
</AccountSettings>
Example Package Manifest

The following is an example package manifest used to deploy or retrieve the Account settings metadata for an organization:
<types>
</types>
505
Metadata Types
ActivitiesSettings
</Package>
SEE ALSO:
Settings
ActivitiesSettings
Represents an organizations activity settings, and its user interface settings for the calendar. Use the ActivitiesSettings component type
to control the following activity settings:
Configure group and recurring tasks, recurring and multiday events, and email tracking
Relate multiple contacts to tasks and events (shared activities)
Display custom logos in meeting requests
Also use the ActivitiesSettings component type to control user interface settings for the calendar, including hover links and drag-and-drop
editing.

ActivitiesSettings values are stored in the Activities.settings file in the settings directory. The .settings files are
different from other named components because there is only one settings file for each settings component.
Version
ActivitiesSettings is available in API versions 28.0 and later.
Fields
Settings for all types listed below are controlled on the Activity settings page or the User Interface settings page as noted.
Field Name
Field Type
allowUsersToRelateMultipleContactsToTasksAndEvents boolean
Description
This read only field indicates whether Shared Activities is enabled. When
the value is true, allows users to relate multiple contacts to a task or
event.
Important: Beginning with API v36.0, this field is read-only in
all versions of the API. You cant change the value of this field.
Even though this field was updateable before Spring '16, changing
this fields value wasn't supported and could have resulted in an
incorrect integration. If you have code in older API versions that
changes the value of this field, ensure you update that code to
prevent any errors.
enableActivityReminders
boolean
Enables popup activity reminders for an organization.

Administrators control this field on the Activity settings page.
506
Metadata Types
ActivitiesSettings
Field Name
Field Type
Description
enableClickCreateEvents
boolean
Lets users create events in day and weekly calendar views by

double-clicking a specific time slot and entering the details of the event
in an overlay. Hovering over an event displays an overlay where users
can view the event details or delete the event without leaving the page.
Administrators use a mini page layout to configure the fields shown in
the overlays. Does not support recurring events or multi-person events.
Administrators control this field on the User Interface settings page.
enableDragAndDropScheduling boolean
Lets users create events associated with records by dragging a record

from a list view onto a calendar view and entering the details of the
event in an overlay. Hovering over an event displays an overlay where
users can view the event details or delete the event without leaving the
page. Administrators use a mini page layout to configure the fields shown
in the overlays.
enableEmailTracking
boolean
Enables tracking of outbound HTML emails if an organization uses HTML

email templates.
enableGroupTasks
boolean
Lets users assign independent copies of a new task to multiple users.

enableListViewScheduling boolean
Extends the functionality of enableDragAndDropScheduling

and enableClickCreateEvents to list view calendars.
enableMultidayEvents
boolean
Enables creation of events that end more than 24 hours after they start.
enableRecurringEvents
boolean
Enables creation of events that repeat at specified intervals.

enableRecurringTasks
boolean
Enables creation of tasks that repeat at specified intervals.

enableSidebarCalendarShortcut boolean
In the sidebar, displays a shortcut link to a users last-used calendar view.

enableSimpleTaskCreateUI boolean
Allows administrators to specify whether tapping New Task in Salesforce1

opens a regular task record edit page or a page that displays key task
fields first.
507
Metadata Types
Field Name
ActivitiesSettings
Field Type
enableUNSTaskDelegatedToNotifications boolean
meetingRequestsLogo
string
Description
On the Activity settings page, exposes a setting for administrators to
hide or show a user setting that lets individual users enable or disable
email notifications when tasks are assigned to them.
Available when showCustomLogoMeetingRequests is enabled.
Uploads a custom logo. An administrator can select only a logo that has
been uploaded to certain folders in the Documents tab.
showCustomLogoMeetingRequests boolean
Displays a custom logo in meeting request emails and on a meetings

Web page. Invitees see the logo when a user either invites them to an
event or requests a meeting.
showEventDetailsMultiUserCalendar boolean
Displays event details on-screen rather than in hover text.

showHomePageHoverLinksForEvents boolean
In the calendar section of the Home tab:

When a user hovers over the subject of an event, a hover link displays
an overlay with selected event details. (Hover links are always
available in other calendar views.)
When a user clicks the subject of an event, displays the event detail
page.
the overlay.
showMyTasksHoverLinks
boolean
In the My Tasks section of the Home tab and on the calendar day view:
When a user hovers over the subject of a task, a hover link displays
an overlay with selected task details.
When a user clicks the subject of a task, displays the task detail page.
the overlay.
showRequestedMeetingsOnHomePage boolean
In the Calendar on the Home tab, displays the Requested Meetings

subtab, listing the meetings a user has requested but not confirmed.
Disabling this feature removes the New Meeting Request button from
the calendar on the Home tab.
508
Metadata Types
AddressSettings
Example Package Manifest

The following is an example package manifest used to deploy or retrieve the Activity settings metadata for an organization:
<types>
<members>Activities</members>
</types>
</Package>

The following is an example of an activity settings file:
<ActivitiesSettings xmlns="http://soap.sforce.com/2006/04/metadata">
<enableActivityReminders>true</enableActivityReminders>
<enableClickCreateEvents>true</enableClickCreateEvents>
<enableDragAndDropScheduling>true</enableDragAndDropScheduling>
<enableEmailTracking>true</enableEmailTracking>
<enableGroupTasks>true</enableGroupTasks>
<enableListViewScheduling>true</enableListViewScheduling>
<enableMultidayEvents>true</enableMultidayEvents>
<enableRecurringEvents>true</enableRecurringEvents>
<enableRecurringTasks>true</enableRecurringTasks>
<enableSidebarCalendarShortcut>true</enableSidebarCalendarShortcut>
<meetingRequestsLogo>Folder02/logo03.png</meetingRequestsLogo>
<showCustomLogoMeetingRequests>true</showCustomLogoMeetingRequests>
<showEventDetailsMultiUserCalendar>true</showEventDetailsMultiUserCalendar>
<showHomePageHoverLinksForEvents>true</showHomePageHoverLinksForEvents>
<showMyTasksHoverLinks>true</showMyTasksHoverLinks>
<showRequestedMeetingsOnHomePage>true</showRequestedMeetingsOnHomePage>
</ActivitiesSettings>
SEE ALSO:
Document
AddressSettings
Represents the configuration of country and state picklists. Use the AddressSettings component type to configure state and country
data in your organization so that you can convert text-based values into standard picklist values. To convert your state and country
values, from Setup, enter State and Country Picklists in the Quick Find box, then select State and Country Picklists
. For more information, see State and Country Picklists in the Salesforce online help.
509
Metadata Types
AddressSettings

AddressSettings values are stored in a single file named Address.settings in the settings directory. The .settings files
are different from other named components because there is only one settings file for each settings component.
Version
AddressSettings is available in API versions 27.0 and later.
CountriesAndStates
This complex metadata type represents valid definitions of states and countries in picklists.
Note: You can use the Metadata API to edit existing states and countries in state and country picklists. You cant use the Metadata
API to create or delete new states or countries.
Field
Field Type
Description
countries
Country[]
The countries available in picklists.
Country
This metadata type provides the definition for a country in a picklist.
Field
Field Type
Description
active
boolean
Determines whether the value is available in the API.

Important: After you enable state and country picklists
in your Salesforce organization, you cant set the
active status to false.
integrationValue
string
A customizable text value that is linked to a state or country

code. Integration values for standard states and countries default
to the full ISO-standard state and country names. Integration
values function similarly to the API names of custom fields and
objects. Configuring integration values allows integrations that
you set up before enabling state and country picklists to
continue to work.
Important: If you dont specify integration values before
enabling state and country picklists in your organization,
records use the default value provided by Salesforce. If
you change integration values later, records created or
updated from that point on use your edited values.
isoCode
string
The ISO-standard code populates this field when you issue a

retrieve() call. This field is read only in the API but you
can edit the label in Setup. You cant edit the isoCode of
standard states and countries.
510
Metadata Types
AddressSettings
Field
Field Type
Description
label
string
The label is what users see in picklists in Salesforce. This field is

read only in the API but you can edit the label in Setup.
orgDefault
boolean
Sets a country as the default value for new records in the

Salesforce organization.
standard
boolean
Standard states and countries are states and countries that are
included with Salesforce. You cant edit the standard
attribute.
states
State[]
The states or provinces that are part of the country.
visible
boolean
Makes the state or country available to users in Salesforce. States

or countries that are visible must also be active.
State
This metadata type provides the definition for a state in a picklist.
Field
Field Type
Description
active
boolean
Determines whether the value is available in the API.

Important: After you enable state and country picklists
in your Salesforce organization, you cant set the
active status to false.
integrationValue
string
A customizable text value that is linked to a state or country

code. Integration values for standard states and countries default
to the full ISO-standard state and country names. Integration
values function similarly to the API names of custom fields and
objects. Configuring integration values allows integrations that
you set up before enabling state and country picklists to
continue to work.
Important: If you dont specify integration values before
enabling state and country picklists in your organization,
records use the default value provided by Salesforce. If
you change integration values later, records created or
updated from that point on use your edited values.
isoCode
string
The ISO-standard code populates this field when you issue a

retrieve() call. This field is read only in the API but you
can edit the label in Setup.
label
string
The label is what users see in picklists in Salesforce. This field is

read only in the API but you can edit the label in Setup.
511
Metadata Types
AddressSettings
Field
Field Type
Description
standard
boolean
Standard states and countries are states and countries that are
included with Salesforce. You cant edit the standard
attribute.
visible
boolean
Makes the state or country available to users in Salesforce. States

or countries that are visible must also be active.

The following is sample XML that configures state and country picklists for the United States and Canada for use in an organization. It
also makes the country of Greenland available only in the API. This example is supported in API version 36.0.
<AddressSettings xmlns="http://soap.sforce.com/2006/04/metadata">
<countriesAndStates>
<countries>
<country>
<integrationValue>United States</integrationValue>
<isoCode>US</isoCode>
<label>United States</label>
<orgDefault>true</orgDefault>
<standard>true</standard>
<states>
<state>
<integrationValue>Alabama</integrationValue>
<isoCode>AL</isoCode>
<label>Alabama</label>
</state>
<state>
<integrationValue>Alaska</integrationValue>
<isoCode>AK</isoCode>
<label>Alaska</label>
</state>
</states>
</country>
<country>
<integrationValue>Canada</integrationValue>
<isoCode>CA</isoCode>
<label>Canada</label>
<orgDefault>false</orgDefault>
<states>
<state>
512
Metadata Types
<integrationValue>Alberta</integrationValue>
<isoCode>AB</isoCode>
<label>Alberta</label>
</state>
<state>
<integrationValue>British Columbia</integrationValue>
<isoCode>BC</isoCode>
<label>British Columbia</label>
</state>
</states>
</country>
<country>
<integrationValue>Greenland</integrationValue>
<isoCode>GL</isoCode>
<label>Greenland</label>
<visible>false</visible>
</country>
</countries>
</countriesAndStates>
</AddressSettings>
SEE ALSO:
Settings
Represents the metadata used to manage settings for business hours and holidays in entitlements, entitlement templates, campaigns,
and cases. This type extends the Metadata metadata type and inherits its fullName field.

Business hours and holidays settings are stored in a single file named businessHours.settings in the settings directory.
The .settings files are different from other named components because there is only one settings file for each settings component.
Version
BusinessHoursSettings is available in API version 29.0 and later.
513
Metadata Types
Fields
Field Name
Field Type
Description
businessHours
BusinessHoursEntry[]
Represents the application of business hours to entitlements,

entitlement templates, campaigns, and cases.
holidays
Holidays[]
Represents a holiday and its usage in businessHours.
BusinessHoursEntry
Represents the application of business hours to entitlements, entitlement templates, campaigns, and cases.
Field Name
Field Type
Description
timeZoneId
string
The time zone for the time that defines business hours.
name
string
Name of the business hours. This name should be unique.
active
string
Indicates whether the business hours are active.
default
string
Indicates whether the business hours are used as the default business
hours.
mondayStartTime
string
Start time for the business hours on Monday. Uses the format
HH:mm:ss.SSSZ.
mondayEndTime
string
End time for the business hours on Monday. Uses the format
HH:mm:ss.SSSZ. The value 00:00:00.000Z specifies midnight
on Monday.
tuesdayStartTime
string
Start time for the business hours on Tuesday. Uses the format
HH:mm:ss.SSSZ.
tuesdayEndTime
string
End time for the business hours on Tuesday. Uses the format
on Tuesday.
wednesdayStartTime
string
Start time for the business hours on Wednesday. Uses the format
HH:mm:ss.SSSZ.
wednesdayEndTime
string
End time for the business hours on Wednesday. Uses the format
on Wednesday.
thursdayStartTime
string
Start time for the business hours on Thursday. Uses the format
HH:mm:ss.SSSZ.
thursdayEndTime
string
End time for the business hours on Thursday. Uses the format
on Thursday.
fridayStartTime
string
Start time for the business hours on Friday. Uses the format
HH:mm:ss.SSSZ.
514
Metadata Types
Field Name
Field Type
Description
fridayEndTime
string
End time for the business hours on Friday. Uses the format
on Friday.
saturdayStartTime
string
Start time for the business hours on Saturday. Uses the format
HH:mm:ss.SSSZ.
saturdayEndTime
string
End time for the business hours on Saturday. Uses the format
on Saturday.
sundayStartTime
string
Start time for the business hours on Sunday. Uses the format
HH:mm:ss.SSSZ.
sundayEndTime
string
End time for the business hours on Sunday. Uses the format
on Sunday.
Holidays
Represents a holiday and its usage in businessHours.
Field Name
Field Type
Description
name
string
Name of the holiday. This name does not have to be unique.
description
string
The description of the holiday.
isRecurring
string
Indicates whether the holiday is recurring.
activityDate
string
The date of the holiday. Use for non-recurring holidays. Uses the format
HH:mm:ss.SSSZ.
recurrenceStartDate
string
The date the holiday starts recurring. Uses the format yyyy-mm-dd.
recurrenceEndDate
string
The date the holiday stops recurring. Uses the format yyyy-mm-dd.
Optional.
startTime
string
The start time on the date of the holiday. Uses the format
HH:mm:ss.SSSZ. startTime and endTime must be both null
or both not null. If they are both null, indicates the whole day.
endTime
string
The end time on the date of the holiday. Uses the format
HH:mm:ss.SSSZ. startTime and endTime must be both null
or both not null. If they are both null, indicates the whole day.
recurrenceType
string
The recurrence type of the holiday. Valid values are: RecursDaily,

RecursEveryWeekday, RecursMonthly, RecursMonthlyNth, RecursWeekly,
RecursYearly, RecursYealyNth.
recurrenceInterval
string
The interval of weeks, months, or years the holiday recurs.
515
Metadata Types
Field Name
Field Type
Description
recurrenceDayOfWeek
string
The day of week the holiday recurs. Valid values: Monday, Tuesday,
Wednesday, Thursday, Friday, Saturday, Sunday.
recurrenceDayOfMonth
string
The day of month the holiday recurs. Valid values: integers 1-31.
recurrenceInstance
string
Valid values: First, Second, Third, Fourth, Last. Only used for
recurrenceType RecursMonthlyNth and RecursYearlyNth. For example,
if the recurenceInstance value is First, the holiday recurs on the
first Monday of the month every 3 months.
recurrenceMonthOfYear
string
Valid values: January, February, March, April, May, June, July, August,
September, October, November, December.
businessHours
string
The name of the business hours setting that applies to this holiday.

The following is an example businesshours.settings metadata file:
<BusinessHoursSettings xmlns="http://soap.sforce.com/2006/04/metadata">
<businessHours>
<fridayEndTime>00:00:00.000Z</fridayEndTime>
<fridayStartTime>00:00:00.000Z</fridayStartTime>
<mondayEndTime>00:00:00.000Z</mondayEndTime>
<mondayStartTime>00:00:00.000Z</mondayStartTime>
<name>Default</name>
<saturdayEndTime>00:00:00.000Z</saturdayEndTime>
<saturdayStartTime>00:00:00.000Z</saturdayStartTime>
<sundayEndTime>00:00:00.000Z</sundayEndTime>
<sundayStartTime>00:00:00.000Z</sundayStartTime>
<thursdayEndTime>00:00:00.000Z</thursdayEndTime>
<thursdayStartTime>00:00:00.000Z</thursdayStartTime>
<timeZoneId>America/Los_Angeles</timeZoneId>
<tuesdayEndTime>00:00:00.000Z</tuesdayEndTime>
<tuesdayStartTime>00:00:00.000Z</tuesdayStartTime>
<wednesdayEndTime>00:00:00.000Z</wednesdayEndTime>
<wednesdayStartTime>00:00:00.000Z</wednesdayStartTime>
</businessHours>
<businessHours>
<fridayEndTime>00:00:00.000Z</fridayEndTime>
<fridayStartTime>00:00:00.000Z</fridayStartTime>
<mondayEndTime>15:00:00.000Z</mondayEndTime>
<mondayStartTime>09:00:00.000Z</mondayStartTime>
<name>bh1</name>
<saturdayEndTime>00:00:00.000Z</saturdayEndTime>
<saturdayStartTime>00:00:00.000Z</saturdayStartTime>
<sundayEndTime>00:00:00.000Z</sundayEndTime>
516
Metadata Types
CaseSettings
<sundayStartTime>00:00:00.000Z</sundayStartTime>
<thursdayEndTime>17:00:00.000Z</thursdayEndTime>
<thursdayStartTime>10:50:00.000Z</thursdayStartTime>
<timeZoneId>America/Los_Angeles</timeZoneId>
<tuesdayEndTime>13:00:00.000Z</tuesdayEndTime>
<tuesdayStartTime>09:00:00.000Z</tuesdayStartTime>
<wednesdayEndTime>15:00:00.000Z</wednesdayEndTime>
<wednesdayStartTime>09:00:00.000Z</wednesdayStartTime>
</businessHours>
<holidays>
<activityDate>2013-09-02</activityDate>
<businessHours>Default</businessHours>
<businessHours>bh1</businessHours>
<isRecurring>false</isRecurring>
<name>Labor Day</name>
</holidays>
<holidays>
<businessHours>bh1</businessHours>
<isRecurring>true</isRecurring>
<name>Thanksgiving</name>
<recurrenceDayOfMonth>21</recurrenceDayOfMonth>
<recurrenceMonthOfYear>November</recurrenceMonthOfYear>
<recurrenceStartDate>2013-11-21</recurrenceStartDate>
<recurrenceType>RecursYearly</recurrenceType>
</holidays>
</BusinessHoursSettings>
The following is an example package.xml manifest that references the BusinessHoursSettings definitions:
<types>
<members>BusinessHours</members>
</types>
</Package>
CaseSettings
Represents an organizations case settings, such as the default case owner, which case-related features are enabled, and which email
templates are used for various case activities.

CaseSettings values are stored in the Case.settings file in the settings directory. The .settings files are different from
other named components because there is only one settings file for each settings component.
Version
CaseSettings is available in API version 27.0 and later.
517
Metadata Types
CaseSettings
Fields
Field Name
Field Type
Description
caseAssignNotificationTemplate string
Specifies the email template used for case assignment

notifications. The format must be
folderName/emailTemplateName.
caseCloseNotificationTemplate string
Specifies the email template used for case close

notifications.The format must be
caseCommentNotificationTemplate string
Specifies the email template used for case comment

caseCreateNotificationTemplate string
Specifies the email template used for case create

caseFeedItemSettings
FeedItemSettings[]
closeCaseThroughStatusChange boolean
Specifies the settings for feed items in feed-based case page

layouts. This field is available in API version 32.0 and later.
Indicates whether Closed is included in the Case Status
field on case edit pages (true) or not (false).
defaultCaseOwner
string
Specifies the default owner of a case when assignment rules

fail to locate an owner.
defaultCaseOwnerType
string
Specifies whether the default case owner is a user or a queue.
defaultCaseUser
string
Specifies the user listed in the Case History related list for
automated case changes from:
Assignment rules
Escalation rules
On-Demand Email-to-Case
Cases logged in the Self-Service portal
emailToCase
EmailToCaseSettings
The organizations Email-to-Case settings.
enableCaseFeed
boolean
Indicates whether Case Feed is enabled (true) or not

(false).
enableDraftEmails
boolean
Indicates whether draft emails are enabled (true) or not

(false). Enabling email drafts requires that Case Feed and
Email-to-Case are also enabled.
enableEarlyEscalationRuleTriggers boolean
Indicates whether early triggers on escalation rules are

enabled (true) or not (false).
518
Metadata Types
Field Name
CaseSettings
Field Type
Description
enableNewEmailDefaultTemplate boolean
Indicates whether default email templates are enabled

(true) or not (false). Default email templates are
available only if draft emails are enabled.
enableSuggestedArticlesApplication boolean
Indicates whether the Suggested Articles list appears on case

pages.(true) or not (false). Is only valid if
enableSuggestedSolutions=false.
enableSuggestedArticlesCustomerPortal boolean
Indicates whether the Suggested Articles list appears on

customer portal pages (true) or not (false). Is only valid
if enableSuggestedSolutions=false.
enableSuggestedArticlesPartnerPortal boolean
Indicates whether the Suggested Articles list appears on

partner portal pages (true) or not (false). Is only valid if
enableSuggestedSolutions=false.
boolean
Indicates whether the View Suggested Solutions or Find

Articles button appears on case detail pages (true) or not
(false). Is only valid if
enableSuggestedArticlesApplication,
enableSuggestedArticlesCustomerPortal,
and
enableSuggestedArticlesPartnerPortal=false.
enableSuggestedSolutions
keepRecordTypeOnAssignmentRule boolean
Indicates whether, when applying assignment rules to

manually created records, to keep the existing record type
(true) or to override the existing record type with the
assignees default record type (false).
newEmailDefaultTemplateClass string
Specifies the Apex class that defines the default email

template for new email messages in Case Feed. This field
appears only when
enableNewEmailDefaultTemplate=true.
notifyContactOnCaseComment
boolean
Indicates whether contacts who are not members of your

Self-Service portal can be notified when a new comment is
added to a case.(true) or not (false).
notifyDefaultCaseOwner
boolean
Indicates whether the default case owner is notified when

assigned a new case (true) or not (false).
notifyOwnerOnCaseComment
boolean
Indicates whether the case owner is notified when a

comment is added to a case (true) or not (false).
notifyOwnerOnCaseOwnerChange boolean
showFewerCloseActions
Indicates whether the Send Notification Email

checkbox on cases is automatically selected when users
change a case owner to another user (true).
boolean
Indicates whether the Save & Close button on case edit

pages and the Cls link on Cases related lists are hidden
(true) or shown (false).
519
Metadata Types
CaseSettings
Field Name
Field Type
Description
useSystemEmailAddress
boolean
Indicates whether case comment, case attachment, and case

assignment email notifications are sent from a system
address (true) or whether case notifications appear to be
sent from the user or contact updating the case (false).
webToCase
WebToCaseSettings
The organizations Web-to-Case settings.
EmailToCaseSettings
Represents an organizations Email-to-Case settings.
Fields
Field Name
Field Type
Description
enableEmailToCase
boolean
Indicates whether Email-to-Case is enabled (true) or not

(false). Note: once Email-to-Case is enabled, it cant be
disabled.
enableHtmlEmail
boolean
Indicates whether HTML email is enabled (true) or not

(false).
enableOnDemandEmailToCase boolean
Indicates whether On-Demand Email-to-Case is enabled

boolean
Indicates whether the Thread ID for a case is inserted in the

body of an email (true) or not (false).
enableThreadIDInSubject boolean
Indicates whether the Thread ID for a case is inserted in the

subject line of an email (true) or not (false).
notifyOwnerOnNewCaseEmail boolean
Indicates whether the owner of a case receives a notification

when a new email related to the case is received (true) or
not (false).
enableThreadIDInBody
overEmailLimitAction
EmailToCaseOnFailureActionType Specifies what happens to email messages received after an

organization exceeds its daily Email-to-Case limits. Valid values
are:
Bounce
Discard
Requeue
preQuoteSignature
boolean
Indicates whether the user signature is inserted after the reply

but before the email thread in an outbound email (true) or
at the end of the email (false).
routingAddresses
EmailToCaseRoutingAddress[]
The organizations Email-to-Case routing address settings.
520
Metadata Types
Field Name
CaseSettings
Field Type
Description
unauthorizedSenderAction EmailToCaseOnFailureActionType Specifies what happens to email messages received from
invalid senders. Valid values are:

Bounce
Discard
EmailToCaseRoutingAddress
Represents an organizations Email-to-Case routing address.
Fields
Field Name
Field Type
Description
addressType
EmailToCaseRoutingAddressType Specifies the type of Email-to-Case routing address. Valid

values are:
EmailToCaseA routing address used with
Email-to-Case or On-Demand Email-to-Case.
OutlookA routing address used with
Salesforce for Outlook to create cases from Outlook.
Requires that On-Demand Email-to-Case is enabled.
authorizedSenders
string
Specifies the email addresses or domains from which

On-Demand Email-to-Case can receive email. Include multiple
entries in a comma-separated list.
caseOrigin
string
Specifies the default case origin for cases created through this
routing address.
caseOwner
string
Specifies the default owner of cases created through this

routing address. The owner is specified by Salesforce
username.
caseOwnerType
string
Specifies whether the default case owner is a user or a queue.
casePriority
string
Specifies the default case priority for cases created through

this routing address.
createTask
boolean
Indicates whether a task is automatically assigned to the case

owner when a case is created through an email (true) or
not (false).
emailAddress
string
Specifies the email address used to route email messages that

are submitted as cases.
routingName
string
Specifies the name of the Email-to-Case routing address.
saveEmailHeaders
boolean
Indicates whether email routing and envelope information is

saved (true) or not (false).
521
Metadata Types
CaseSettings
Field Name
Field Type
Description
taskStatus
string
Specifies the default status on tasks automatically assigned

to the case owner when email is submitted as a case. Only
applies if createTask is set to true.
FeedItemSettings
Represents an organizations feed item settings. Available in API version 32.0 and later.
Field Name
Field Type
Description
characterLimit
int
Specifies the maximum number of characters displayed for

each feed item.
collapseThread
boolean
Indicates whether earlier messages in an email thread are

removed from email feed items(true) or not (false).
displayFormat
FeedItemDisplayFormat
Indicates how email feed items are displayed. Valid values are:
DefaultBlank lines in email feed items are displayed.
HideBlankLinesBlank lines in email feed items
are not displayed.
feedItemType
FeedItemType (enumeration of The type of feed item to which the settings apply. For
type string)
FeedItemSettings, the only valid feedItemType
value is EmailMessageEvent.
WebToCaseSettings
Represents an organizations Web-to-Case settings.
Fields
Field Name
Field Type
Description
caseOrigin
string
Specifies the default case origin for cases created through this web form.
Only applies if enableWebToCase is set to true.
defaultResponseTemplate
string
Specifies the default template used for email responses to cases

submitted through a Self-Service portal. Only applies if
enableWebToCase is set to true.
enableWebToCase
boolean
Indicates whether Web-to-Case is enabled (true) or not (false).
522
Metadata Types
CaseSettings

This is a sample case settings file.
<CaseSettings xmlns="http://soap.sforce.com/2006/04/metadata">
<caseAssignNotificationTemplate>
unfiled$public/SupportCaseAssignmentNotification
</caseAssignNotificationTemplate>
<caseCloseNotificationTemplate>
unfiled$public/SupportCaseCloseNotification
</caseCloseNotificationTemplate>
<caseCommentNotificationTemplate>
unfiled$public/SupportCaseCommentNotification
</caseCommentNotificationTemplate>
<caseCreateNotificationTemplate>
unfiled$public/SupportCaseCreateNotification
</caseCreateNotificationTemplate>
<closeCaseThroughStatusChange>true</closeCaseThroughStatusChange>
<defaultCaseOwner>[email protected]</defaultCaseOwner>
<defaultCaseOwnerType>User</defaultCaseOwnerType>
<defaultCaseUser>[email protected]</defaultCaseUser>
<emailToCase>
<enableEmailToCase>true</enableEmailToCase>
<enableHtmlEmail>false</enableHtmlEmail>
<enableOnDemandEmailToCase>true</enableOnDemandEmailToCase>
<enableThreadIDInBody>true</enableThreadIDInBody>
<enableThreadIDInSubject>true</enableThreadIDInSubject>
<notifyOwnerOnNewCaseEmail>false</notifyOwnerOnNewCaseEmail>
<overEmailLimitAction>Bounce</overEmailLimitAction>
<preQuoteSignature>true</preQuoteSignature>
<routingAddresses>
<addressType>EmailToCase</addressType>
<authorizedSenders>[email protected]</authorizedSenders>
<caseOrigin>Email</caseOrigin>
<casePriority>Medium</casePriority>
<createTask>true</createTask>
<emailAddress>[email protected]</emailAddress>
<routingName>EmailToCaseRoutingAddress1</routingName>
<saveEmailHeaders>true</saveEmailHeaders>
<taskStatus>Not Started</taskStatus>
</routingAddresses>
<routingAddresses>
<addressType>Outlook</addressType>
<authorizedSenders>[email protected]</authorizedSenders>
<caseOrigin>Email</caseOrigin>
<caseOwner>[email protected]</caseOwner>
<caseOwnerType>User</caseOwnerType>
<casePriority>High</casePriority>
<routingName>OutlookRoutingAddress1</routingName>
</routingAddresses>
<unauthorizedSenderAction>Discard</unauthorizedSenderAction>
</emailToCase>
<enableCaseFeed>true</enableCaseFeed>
<enableDraftEmails>true</enableDraftEmails>
523
Metadata Types
<enableEarlyEscalationRuleTriggers>true</enableEarlyEscalationRuleTriggers>
<enableNewEmailDefaultTemplate>true</enableNewEmailDefaultTemplate>
<enableSuggestedArticlesApplication>true</enableSuggestedArticlesApplication>
<enableSuggestedArticlesCustomerPortal>true</enableSuggestedArticlesCustomerPortal>
<enableSuggestedArticlesPartnerPortal>false</enableSuggestedArticlesPartnerPortal>
<enableSuggestedSolutions>false</enableSuggestedSolutions>
<keepRecordTypeOnAssignmentRule>true</keepRecordTypeOnAssignmentRule>
<newEmailDefaultTemplateClass>CaseTemplateController</newEmailDefaultTemplateClass>
<notifyContactOnCaseComment>true</notifyContactOnCaseComment>
<notifyDefaultCaseOwner>true</notifyDefaultCaseOwner>
<notifyOwnerOnCaseComment>true</notifyOwnerOnCaseComment>
<notifyOwnerOnCaseOwnerChange>false</notifyOwnerOnCaseOwnerChange>
<showFewerCloseActions>false</showFewerCloseActions>
<useSystemEmailAddress>true</useSystemEmailAddress>
<webToCase>
<caseOrigin>Web</caseOrigin>
<defaultResponseTemplate>unfiled$public/SupportCaseResponse</defaultResponseTemplate>
<enableWebToCase>true</enableWebToCase>
</webToCase>
</CaseSettings>
SEE ALSO:
Settings
Represents the metadata used to manage settings for Chatter Answers.

Chatter Answers settings are stored in a single file named ChatterAnswers.settings in the settings directory. The
.settings files are different from other named components because there is only one settings file for each settings component.
Version
ChatterAnswersSettings is available in API version 27.0 and later.
Fields
Field Name
Field Type
Description
emailFollowersOnBestAnswer boolean
Indicates whether users are notified when a best answer is selected for
a question that theyre following (true) or not (false).
boolean
Indicates whether users are notified when other users reply to questions
theyre following (true) or not (false).
emailFollowersOnReply
524
Metadata Types
Field Name
Field Type
emailOwnerOnPrivateReply boolean
Description
Indicates whether users are notified when customer support responds
to their questions privately (true) or not (false).
emailOwnerOnReply
boolean
Indicates whether users are notified when other users reply to their
questions (true) or not (false).
enableAnswerViaEmail
boolean
Indicates whether users can post answers by replying to email

notifications (true) or not (false). This field is available in API version
29.0 and later.
enableChatterAnswers
boolean
Indicates whether Chatter Answers is enabled in the organization (true)

or not (false).
enableFacebookSSO
boolean
Indicates whether users sign in to your Chatter Answers communities

with their Facebook logins (true) or not (false). To enable this
feature, you must define and enable a Facebook authentication provider
in your organizations security controls and enable Auth Providers in
your organization.
enableInlinePublisher
boolean
Indicates whether users can filter search results by articles or questions

before they post a question to any of your Chatter Answers communities
(true) or not (false). Also, adds Title and Body fields to
questions for easier text input and scanning. This field is available in API
enableReputation
boolean
Indicates whether reputations display for users as hover text on their

profile pictures (true) or not (false). Reputation is enabled across
all zones. To enable the reputation setting, you must enable Reputation
in your organization.
enableRichTextEditor
boolean
Indicates whether the rich text editor is enabled for users to format text
and upload images when posting questions (true) or not (false).
To enable rich text editor, you must enable Optimize Question Flow.
facebookAuthProvider
string
The name of an existing Facebook authentication provider. You must

choose a Facebook authentication provider to implement Facebook
Single Sign On for your Chatter Answers communities.
showInPortals
boolean
Indicates whether Chatter Answers can be added as a tab to your

Customer portal or partner portal (true) or not (false).

The following is an example chatteranswers.settings metadata file:
<ChatterAnswersSettings xmlns="http://soap.sforce.com/2006/04/metadata">
<emailFollowersOnBestAnswer>true</emailFollowersOnBestAnswer>
<emailFollowersOnReply>true</emailFollowersOnReply>
<emailOwnerOnPrivateReply>true</emailOwnerOnPrivateReply>
<emailOwnerOnReply>true</emailOwnerOnReply>
525
Metadata Types
CompanySettings
<enableChatterAnswers>true</enableChatterAnswers>
<enableFacebookSSO>true</enableFacebookSSO>
<enableInlinePublisher>true</enableInlinePublisher>
<enableReputation>true</enableReputation>
<enableRichTextEditor>true</enableRichTextEditor>
<facebookAuthProvider>FacebookAuthProvider</facebookAuthProvider>
<showInPortals>true</showInPortals>
</ChatterAnswersSettings>
The following is an example package.xml manifest that references the ChatterAnswersSettings definitions:
<types>
<members>ChatterAnswers</members>
</types>
</Package>
SEE ALSO:
Settings
CompanySettings
Represents global settings that affect multiple features in your organization.

CompanySettings values are stored in a single file named Company.settings in the settings directory of the corresponding
package directory. The .settings files are different from other named components because there is only one settings file for each
settings component.
Version
Company Profile Settings are available in API version 27.0 and later.
Fields
Field Name
Field Type
Description
fiscalYear
FiscalYearSetting
The organizations fiscal year setting based on year and start

month. Not available if Custom Fiscal Year or Forecasts (Classic)
is enabled. When changing fiscal year settings, quotas and
adjustments can be purged. For example changing your start
month results in purging this data.
526
Metadata Types
ContractSettings
FiscalYearSetting
Represents your organizations fiscal year setting.
Field
Field Type
Description
fiscalYearNameBasedOn
string
This field is used to determine the fiscal year name. Valid values
are endingMonth or startingMonth. For example, if
your fiscal year starts in April 2012 and ends in March 2013, and
this value is:
endingMonth, then 2013 is used for the fiscal year name.
startingMonth, then 2012 is used for the fiscal year
name.
startMonth
string
The month on which the fiscal year is based.
Declarative Metadata Sample Definition Fiscal Year Setting

A sample XML definition of a fiscal year setting is shown below. Note that this example is supported in API version 27.0 and later.
<CompanySettings xmlns="http://soap.sforce.com/2006/04/metadata">
<fiscalYear>
<fiscalYearNameBasedOn>endingMonth</fiscalYearNameBasedOn>
<startMonth>January</startMonth>
</fiscalYear>
</CompanySettings>
SEE ALSO:
Settings
ContractSettings
Represents contract settings. For more information, see Customizing Contract Settings in the Salesforce online help.

There is one contract settings file stored in a file named Contract.settings in the settings directory. The .settings
files are different from other named components because there is only one settings file for each settings component.
Version
ContractSettings is available in API version 27.0 and later.
527
Metadata Types
EntitlementSettings
Fields
Field Name
Field Type
Description
autoCalculateEndDate
boolean
Indicates whether the end date of a contract is automatically calculated

notifyOwnersOnContractExpiration boolean
Indicates whether account and contract owners are automatically sent

email notifications when a contract expires (true) or not (false).

This is a sample contract settings file.
<ContractSettings xmlns="http://soap.sforce.com/2006/04/metadata">
<autoCalculateEndDate>true</autoCalculateEndDate>
<notifyOwnersOnContractExpiration>false</notifyOwnersOnContractExpiration>
</ContractSettings>
SEE ALSO:
Settings
EntitlementSettings
Represents an organizations entitlement settings.

EntitlementSettings values are stored in the Entitlements.settings file in the settings directory. The .settings files
Version
EntitlementSettings is available in API version 27.0 and later.
Fields
Field Name
Field Type
Description
assetLookupLimitedToActiveEntitlementsOnAccount boolean
Indicates whether entitlements-related lookup filters on

cases return only the assets related to the active
entitlements on the cases account (true) or not (false).
assetLookupLimitedToActiveEntitlementsOnContact boolean

cases return only the assets related to the active
entitlements on the cases contact (true) or not (false).
528
Metadata Types
EntitlementSettings
Field Name
Field Type
Description
assetLookupLimitedToSameAccount
boolean

cases return only the assets related to the cases account
assetLookupLimitedToSameContact
boolean

cases return only the assets related to the cases contact
enableEntitlements
boolean
Indicates whether entitlements are enabled (true) or not

(false).
enableEntitlementVersioning
boolean
Indicates whether entitlement versioning is enabled

entitlementLookupLimitedToActiveStatus boolean

cases return only active entitlements (true) or not
(false).
entitlementLookupLimitedToSameAccount boolean

cases return only the entitlements related to the cases
account (true) or not (false).
entitlementLookupLimitedToSameAsset boolean

asset (true) or not (false).
entitlementLookupLimitedToSameContact boolean

contact (true) or not (false).

This is a sample entitlements settings file.
<EntitlementSettings xmlns="http://soap.sforce.com/2006/04/metadata">
<assetLookupLimitedToActiveEntitlementsOnAccount>
false
</assetLookupLimitedToActiveEntitlementsOnAccount>
<assetLookupLimitedToActiveEntitlementsOnContact>
false
</assetLookupLimitedToActiveEntitlementsOnContact>
<assetLookupLimitedToSameAccount>
false
</assetLookupLimitedToSameAccount>
<assetLookupLimitedToSameContact>
false
</assetLookupLimitedToSameContact>
<enableEntitlements>
true
529
Metadata Types
ForecastingSettings
</enableEntitlements>
<entitlementLookupLimitedToActiveStatus>
false
</entitlementLookupLimitedToActiveStatus>
<entitlementLookupLimitedToSameAccount>
false
</entitlementLookupLimitedToSameAccount>
<entitlementLookupLimitedToSameAsset>
false
</entitlementLookupLimitedToSameAsset>
<entitlementLookupLimitedToSameContact>
false
</entitlementLookupLimitedToSameContact>
</EntitlementSettings>
SEE ALSO:
Settings
ForecastingSettings
Represents the Collaborative Forecasts settings options. This type extends the Metadata metadata type and inherits its fullName
field.
Note: This information only applies to Collaborative Forecasts.

ForecastingSettings values are stored in a single file named Forecasting.settings in the settings directory of the
corresponding package directory. The .settings files are different from other named components because there is only one settings
file for each settings component.
Version
ForecastingSettings components are available in API version 28 and later. The structure of the ForecastingSettings type changed
significantly in API version 30.0.
Fields
Field Name
Field Type
Description
displayCurrency
DisplayCurrency
(enumeration of
type string)
The currency for displaying forecasts; either the organization's corporate

currency or each forecast owner's personal currency setting. This is the
default currency used in Collaborative Forecasts and selected in setup.
The selection must be one of the currencies enabled for use in the
organization, and only one selection is allowed. The default is
Corporate. The valid values are:
Corporate
Personal
530
Metadata Types
ForecastingSettings
Field Name
Field Type
Description
enableForecasts
boolean
Indicates if Collaborative Forecasts is enabled or not. Set to true to

enable Collaborative Forecasts and false to disable the functionality.
Warning: Disabling Forecasts can result in data loss. Refer to
the online Help before disabling any functionality.
forecastingTypeSettings
ForecastingType
Settings[]
A list of forecast types. For field values, see ForecastingTypeSettings. The

maximum number of forecast types is four.
forecastingCategoryMappings ForecastingCategoryMappings[] A list of mappings associating forecast types with forecast rollups.
ForecastingTypeSettings
The settings for each forecast type. An organization can have up to 4 forecast types active. Omitting a previously enabled forecast type
that has a minimum API version less than or equal to the metadata package version deletes its quota and adjustment data from the
organization.
Warning: Omitting a forecast type field from the XML can deactivate that forecast type: if the forecast type was available in the
release specified by the XML package version, that forecast type is deactivated and its quota and adjustment data are deleted.
Field Name
Field Type
Description
active
boolean
This indicates whether the forecast type specified in the name field is
active.
Note: Setting the active field to false purges all forecasting
data, adjustments, and quotas for the forecast type. When
active is set to true, some values on the Forecasts tab may
not appear immediately. An in-process icon appears to indicate
that the values are being calculated.
adjustmentsSettings
AdjustmentsSettings This enables or disables the Forecasts adjustments option in Forecasts.
forecastRangeSettings
ForecastRangeSettings The default periods and range selections in Collaborative Forecasts.
name
string
The name of the forecast type. Each forecast type requires a specific
string.
OpportunityRevenue : Opportunities - Revenue
OpportunityQuantity : Opportunities - Quantity
OpportunitySplitRevenue : Opportunity Revenue Splits Revenue
OpportunityOverlayRevenue : Opportunity Overlay Splits
- Revenue
OpportunityLineItemRevenue : Product Families Revenue
OpportunityLineItemQuantity : Product Families Quantity
531
Metadata Types
Field Name
ForecastingSettings
Field Type
Description
The name of a custom opportunity split type that has been enabled
as a forecast type. Custom split types are based on currency fields,
which can only contain revenue amounts.
opportunityListFields
SelectedSettings
OpportunityListFields The fields selected to appear in the opportunity pane of the forecast
SelectedSettings
page for the forecast type. Opportunity Name is required. You
can select up to 15 fields.
quotasSettings
QuotasSettings
forecastedCategoryApiNames string
This enables or disables the quota option in Forecasts.

This field appears four times to specify the four forecast rollup categories
used in the organization, for either cumulative forecast rollups, or
individual forecast category rollups.
Valid values for organizations using cumulative forecast rollups:
openpipeline
bestcaseforecast
commitforecast
closedonly
Valid values for organizations using individual forecast category rollups:
pipelineonly
bestcaseonly
commitonly
closedonly
Changing from one set of four values to the other changes the
organization setting for Enable Cumulative Forecast Rollups in Setup. If
this field is omitted, the setting is not changed.
displayedCategoryApiNames string
This read-only field appears four times to specify the four forecast rollup
categories displayed in the Forecasts tab, for either cumulative forecast
rollups, or individual forecast category rollups. Always use the same 4
values for both displayedCategoryApiNames and
forecastedCategoryApiNames.
openpipeline
bestcaseforecast
commitforecast
closedonly
pipelineonly
bestcaseonly
commitonly
closedonly
532
Metadata Types
Field Name
ForecastingSettings
Field Type
managerAdjustableCategoryApiNames string
Description
This read-only field appears twice to specify the two forecast rollup
categories that forecast managers can adjust in the organization for
either cumulative forecast rollups or individual forecast category rollups.
This field can only be used when the enableAdjustments field
contains a value of true. If both the
managerAdjustableCategoryApiNames and
ownerAdjustableCategoryApiNames fields are being used,
they must contain the same two values. Their values must also be
consistent with the values of the enableAdjustments and
enableOwnerAdjustments fields.
bestcaseforecast
commitforecast
bestcaseonly
commitonly
ownerAdjustableCategoryApiNames string
This read-only field appears twice to specify the two forecast rollup
categories that forecast owners can adjust in the organization, for either
cumulative forecast rollups, or individual forecast category rollups. This
field can only be used when the enableOwnerAdjustments field
contains a value of true. If both the
managerAdjustableCategoryApiNames and
ownerAdjustableCategoryApiNames fields are being used,
they must contain the same two values. Their values must also be
consistent with the values of the enableAdjustments and
enableOwnerAdjustments fields.
bestcaseforecast
commitforecast
bestcaseonly
commitonly
AdjustmentsSettings
The adjustment options for Collaborative Forecasts.
533
Metadata Types
ForecastingSettings
Field
Field Type
Description
enableAdjustments
boolean
Set to true to enable Collaborative Forecasts manager

adjustments and false to disable them. All forecast types
must contain the same enableAdjustments value.
Warning: Disabling adjustments results in Collaborative
Forecasts adjustment data being purged.
enableOwnerAdjustments boolean
Set to true to enable Collaborative Forecasts owner

adjustments and false to disable them. All forecast types
must contain the same enableAdjustments value.
Warning: Disabling adjustments results in Collaborative
Forecasts adjustment data being purged.
ForecastRangeSettings
The default periods and range selections in Collaborative Forecasts. Users can forecast up to 12 months or eight quarters in the future
or past. If your forecast range includes the current month or quarter, the Forecasts page displays the current month or quarter by default.
If not, then the first month or quarter of the range is selected by default. All forecast types must contain the same
forecastRangeSettings field values.
Warning: If you change the period setting from monthly to quarterly or quarterly to monthly, or you change the standard fiscal
year, all adjustments and quotas are purged. If you enable custom fiscal years, creating the first custom fiscal year deletes any
quotas and adjustments in the corresponding and subsequent standard fiscal years. These changes trigger a forecast recalculation
that can take significant time, depending on the quantity of your data.
Field
Field Type
Description
beginning
int
Indicates the beginning month or quarter to display by default.
displaying
int
Indicates the number of months or quarters to display by default.

The maximum number of months is 12 and quarters is 8.
periodType
PeriodTypes (enumeration of
type string)
Indicates what type of period to use. Valid values are:

Month
Quarter
OpportunityListFieldsSelectedSettings
The fields selected to appear in the opportunity pane of the forecast page for the forecast type. Opportunity Name is required.
You can select up to 15 fields.
Field
Field Type
Description
field
string
Specifies a field name to display in the opportunity pane.
534
Metadata Types
ForecastingSettings
QuotasSettings
QuotasSettings indicates if quotas is available in Collaborative Forecasts.
Field
Field Type
Description
showQuotas
boolean
Set to true to enable quotas. All forecast types must contain

the same showQuotas field value.
ForecastingCategoryMappings
The forecasting category mappings for Collaborative Forecasts. This subtype appears eight times within the ForecastingSettings
type. Each occurrence includes fields that specify a type of forecast category rollup, which forecast categories each rollup includes, and
the weight of each forecast category in the rollup. Organizations using either cumulative forecast rollups or individual forecast category
columns must include all eight occurrences of this subtype.
Field
Field Type
Description
forecastingItemCategoryApiName string
This field specifies the API name of the rollup type. The valid
values are:
openpipeline
bestcaseforecast
commitforecast
pipelineonly
bestcaseonly
commitonly
closedonly
omittedonly
weightedSourceCategories WeightedSourceCategories[]
This field can occur more than once when specifying more than
one forecast category to include in the rollup type. Each
occurrence contains two subfields that specify a forecast
category to include in the forecast rollup type and its weight.
Some rollup types include more than one forecast category. This
list shows the forecast categories that are included in each rollup
type.
Rollup: openpipeline, Forecast categories: pipeline, best
case, commit
Rollup: bestcaseforecast, Forecast categories: best case,
commit, closed
Rollup: commitforecast, Forecast categories: commit, closed
Rollup: pipelineonly, Forecast categories: pipeline
Rollup: bestcaseonly, Forecast categories: best case
Rollup: commitonly, Forecast categories: commit
Rollup: closedonly, Forecast categories: closed
Rollup: omittedonly, Forecast categories: omitted
535
Metadata Types
ForecastingSettings
WeightedSourceCategories
This field can occur more than once when specifying more than one forecast category to include in the rollup type. Each occurrence
contains two subfields that specify a forecast category to include in the forecast rollup type and its weight. Some rollup types include
more than one forecast category. This table shows the forecast categories that are included in each rollup type.
Field
Field Type
Description
sourceCategoryApiName
string
Specifies the API name of a forecast category to include in the

rollup type. The valid values are.
pipeline
best case
commit
closed
omitted
weight
double
Specifies the weight given to the forecast category when

calculating the forecast for the rollup type. The only supported
value is 1.0.

The following is an example of a ForecastingSettings component that enables the Opportunity-Revenue and Product Family-Quantity
forecast types:

<ForecastingSettings xmlns="http://soap.sforce.com/2006/04/metadata">
<enableForecasts>true</enableForecasts>
<forecastingTypeSettings>
<adjustmentsSettings>
<enableAdjustments>true</enableAdjustments>
</adjustmentsSettings>
<name>OpportunityRevenue</name>
<forecastRangeSettings>
<beginning>0</beginning>
<displaying>6</displaying>
<periodType>Month</periodType>
</forecastRangeSettings>
<opportunityListFieldsSelectedSettings>
<field>OPPORTUNITY.NAME</field>
</opportunityListFieldsSelectedSettings>
<quotasSettings>
<showQuotas>true</showQuotas>
</quotasSettings>
</forecastingTypeSettings>
<forecastingTypeSettings>
<adjustmentsSettings>
536
Metadata Types
ForecastingSettings
<enableAdjustments>true</enableAdjustments>
</adjustmentsSettings>
<name>OpportunityLineItemQuantity</name>
<forecastRangeSettings>
<beginning>0</beginning>
<displaying>6</displaying>
<periodType>Month</periodType>
</forecastRangeSettings>
<opportunityListFieldsSelectedSettings>
<field>OPPORTUNITY.NAME</field>
</opportunityListFieldsSelectedSettings>
<quotasSettings>
<showQuotas>true</showQuotas>
</quotasSettings>
<displayedCategoryApiNames>pipelineonly</displayedCategoryApiNames>
<displayedCategoryApiNames>bestcaseonly</displayedCategoryApiNames>
<displayedCategoryApiNames>commitonly</displayedCategoryApiNames>
<displayedCategoryApiNames>closedonly</displayedCategoryApiNames>
<forecastedCategoryApiNames>commitonly</forecastedCategoryApiNames>
<forecastedCategoryApiNames>closedonly</forecastedCategoryApiNames>
<forecastedCategoryApiNames>bestcaseonly</forecastedCategoryApiNames>
<forecastedCategoryApiNames>pipelineonly</forecastedCategoryApiNames>
<managerAdjustableCategoryApiNames>commitonly</managerAdjustableCategoryApiNames>
<managerAdjustableCategoryApiNames>bestcaseonly</managerAdjustableCategoryApiNames>
<ownerAdjustableCategoryApiNames>commitonly</ownerAdjustableCategoryApiNames>
<ownerAdjustableCategoryApiNames>bestcaseonly</ownerAdjustableCategoryApiNames>
</forecastingTypeSettings>
<forecastingCategoryMappings>
<forecastingItemCategoryApiName>commitonly</forecastingItemCategoryApiName>
<weightedSourceCategories>
<sourceCategoryApiName>commit</sourceCategoryApiName>
<weight>1.0</weight>
</weightedSourceCategories>
</forecastingCategoryMappings>
<forecastingItemCategoryApiName>closedonly</forecastingItemCategoryApiName>
<sourceCategoryApiName>closed</sourceCategoryApiName>
<forecastingItemCategoryApiName>bestcaseforecast</forecastingItemCategoryApiName>
<sourceCategoryApiName>best case</sourceCategoryApiName>
537
Metadata Types
ForecastingSettings
<forecastingItemCategoryApiName>omittedonly</forecastingItemCategoryApiName>
<sourceCategoryApiName>omitted</sourceCategoryApiName>
<forecastingItemCategoryApiName>openpipeline</forecastingItemCategoryApiName>
<sourceCategoryApiName>pipeline</sourceCategoryApiName>
<forecastingItemCategoryApiName>bestcaseonly</forecastingItemCategoryApiName>
<forecastingItemCategoryApiName>commitforecast</forecastingItemCategoryApiName>
<forecastingItemCategoryApiName>pipelineonly</forecastingItemCategoryApiName>
<sourceCategoryApiName>pipeline</sourceCategoryApiName>
538
Metadata Types
IdeasSettings
SEE ALSO:
Settings
IdeasSettings
Represents the metadata used to manage settings for Ideas.

IdeasSettings is stored in one file named Ideas.settings in the settings folder of the corresponding package directory. The
.settings files are different from other named components because there is only one settings file for each settings component.
Version
IdeasSettings is available in API version 27.0 and later.
Ideas
Represents settings for Ideas and Idea Themes.
Fields
Field Name
Field Type
Description
enableIdeaThemes
boolean
Indicates whether Idea Themes is enabled (true) or not (false).
enableIdeas
boolean
Indicates whether Ideas is enabled (true) or not (false).
enableIdeasReputation
boolean
Indicates whether Reputation is enabled (true) or not (false). You

cant enable IdeasReputation without enabling the Ideas Reputation
permission in your organization. This field is available in API version 28.0
and later.
enableChatterProfile
boolean
Indicates that the Chatter user profile is used for Ideas user profiles. If
enableChatterProfile is true, the ideasProfilePage
value must not be specified. If enableChatterProfile is false,
then specify a ideasProfilePage value, otherwise the Ideas zone
profile is used. This field is available in API version 29.0 and later.
ideasProfilePage
string
The name of the Visualforce page to use for a custom Ideas user profile,
if enableChatterProfile is false. If
enableChatterProfile is false, then specify a
ideasProfilePage value, otherwise the Ideas zone profile is used.
539
Metadata Types
KnowledgeSettings
Field Name
Field Type
Description
halfLife
double
Indicates how quickly old ideas drop in ranking on the Popular Ideas
subtab. The half-life setting determines how the number of days after
which old ideas drop in ranking on the Popular Ideas subtab, to make
room for ideas with more recent votes. A shorter half-life moves older
ideas down the page faster than a longer half-life.

The following is an example ideas.settings metadata file:
<IdeasSettings xmlns="http://soap.sforce.com/2006/04/metadata">
<enableIdeaThemes>true</enableIdeaThemes>
<enableIdeas>true</enableIdeas>
<enableIdeasReputation>true</enableIdeasReputation>
<enableChatterProfile>false</enableChatterProfile>
<ideasProfilePage>name of Visualforce page</ideasProfilePage>
<halfLife>2.6</halfLife>
</IdeasSettings>
SEE ALSO:
Settings
KnowledgeSettings
Represents the metadata used to manage settings for Salesforce Knowledge. This type extends the Metadata metadata type and inherits
its fullName field.

KnowledgeSettings values are stored in a single file named Knowledge.settings in the settings directory. The .settings
Version
KnowledgeSettings is available in API version 27.0 and later.
Fields
Field Name
Field Type
Description
answers
KnowledgeAnswerSettings
Represents the metadata used to manage settings

for Salesforce Knowledge and Answers.
540
Metadata Types
KnowledgeSettings
Field Name
Field Type
Description
cases
KnowledgeCaseSettings

for Salesforce Knowledge and Cases.
defaultLanguage
string
Required. The default language for Salesforce

Knowledge. Use the abbreviation for the
language, for example, en_US for United States
English.
languages
KnowledgeLanguageSettings
A list of languages enabled for Salesforce

Knowledge.
enableChatterQuestionKBDeflection boolean
Indicates whether tracking for case deflection via

Chatter is enabled (true) or not (false).
enableCreateEditOnArticlesTab boolean
Indicates whether users can create and edit

articles on the articles tab (true) or not
(false).
enableExternalMediaContent
boolean
Indicates whether connecting to external media

is enabled (true) or not (false).
enableKnowledge
boolean
Indicates whetherSalesforce Knowledge is

showArticleSummariesCustomerPortal boolean
Indicates whether article summaries appear in

the Customer Portal (true) or not (false).
showArticleSummariesInternalApp boolean

the internal knowledge base (true) or not
(false).
showArticleSummariesPartnerPortal boolean

the partner portal (true) or not (false).
boolean
Indicates whether validation status appears on

articles (true) or not (false).
showValidationStatusField
KnowledgeAnswerSettings
Represents the metadata used to manage settings for Salesforce Knowledge and Answers.
Field Name
Field Type
Description
assignTo
string
Specifies the username an article is assigned to from Answers.
defaultArticleType
string
The default article type for articles created from Answers. Uses the API
name of the article type.
enableArticleCreation
boolean
Indicates whether users can create articles from Answers (true) or not
(false).
541
Metadata Types
KnowledgeSettings
KnowledgeCaseSettings
Represents the metadata used to manage settings for Salesforce Knowledge and Cases.
Field Name
Field Type
Description
articlePDFCreationProfile
string
The profile used to create a PDF of an article from

Cases.
articlePublicSharingSites
KnowledgeSitesSettings

for Salesforce Knowledge and Sites.
articlePublicSharingCommunities KnowledgeSitesSettings

for Salesforce Knowledge and Communities.
articlePublicSharingSitesChatterAnswers KnowledgeSitesSettings

for Salesforce Knowledge and Sites with Chatter
Answers.
assignTo
string
Specifies the username an article is assigned to from

Cases.
customizationClass
string
Specifies the Apex class used for customization.
defaultContributionArticleType
string
The default article type for articles created from

Cases.
editor
KnowledgeCaseEditor
Indicates the rich text editor type. Valid values are:

simple
standard
boolean
Indicates whether users can create articles from

Cases (true) or not (false). Controls whether
other fields on KnowledgeCaseSettings can be set.
enableArticlePublicSharingSites boolean
Indicates whether articles can be shared via a public

site (URL) from Cases (true) or not (false).
boolean
Indicates whether a profile is used to create a PDF

of an article from Cases (true) or not (false).
enableArticleCreation
useProfileForPDFCreation
KnowledgeSitesSettings
Represents the metadata used to manage settings for Salesforce Knowledge and Sites.
Field Name
Field Type
Description
site
string[]
Specifies the site used for Salesforce Knowledge and Sites.
KnowledgeLanguageSettings
A list of languages enabled for Salesforce Knowledge. KnowledgeLanguageSettings is available in API version 28.0 and later.
542
Metadata Types
KnowledgeSettings
Field Name
Field Type
Description
language
KnowledgeLanguage
Represents the metadata used to manage settings for

the languages enabled for Salesforce Knowledge.
KnowledgeLanguage
Represents the metadata used to manage settings for the languages enabled for Salesforce Knowledge. KnowledgeLanguage is available
Field Name
Field Type
Description
active
boolean
Indicates whether the language is enabled (true) or

not (false).
defaultAssignee
string
The default assignee for articles in the language.
defaultAssigneeType
KnowledgeLanguageLookupValueType
Indicates the default assignee type. Valid values are:

user
queue
defaultReviewer
string
The default reviewer for articles in the language.
defaultReviewerType
KnowledgeLanguageLookupValueType
Indicates the default reviewer type. Valid values are:

user
queue
name
string
The code for the language name, for example: English

is en. See What languages does Salesforce support?
in the Salesforce online help for a list of supported
languages and their codes.

This is a sample Knowledge settings file.
<KnowledgeSettings xmlns="http://soap.sforce.com/2006/04/metadata">
<answers>
<enableArticleCreation>false</enableArticleCreation>
</answers>
<cases>
<articlePDFCreationProfile>partner portal knowledge
profile</articlePDFCreationProfile>
<articlePublicSharingSites>
<site>KnowledgeSite</site>
<site>PKB2Site</site>
</articlePublicSharingSites>
<articlePublicSharingSitesChatterAnswers>
543
Metadata Types
LiveAgentSettings
</articlePublicSharingSitesChatterAnswers>
<assignTo>[email protected]</assignTo>
<defaultContributionArticleType>Support</defaultContributionArticleType>
<editor>simple</editor>
<enableArticleCreation>true</enableArticleCreation>
<enableArticlePublicSharingSites>true</enableArticlePublicSharingSites>
<useProfileForPDFCreation>true</useProfileForPDFCreation>
</cases>
<defaultLanguage>ja</defaultLanguage>
<enableCreateEditOnArticlesTab>true</enableCreateEditOnArticlesTab>
<enableExternalMediaContent>true</enableExternalMediaContent>
<enableKnowledge>true</enableKnowledge>
<showArticleSummariesCustomerPortal>true</showArticleSummariesCustomerPortal>
<showArticleSummariesInternalApp>true</showArticleSummariesInternalApp>
<showArticleSummariesPartnerPortal>true</showArticleSummariesPartnerPortal>
<showValidationStatusField>true</showValidationStatusField>
</KnowledgeSettings>
SEE ALSO:
Settings
LiveAgentSettings
Represents an organizations Live Agent settings, such as whether or not Live Agent is enabled. This type extends the Metadata metadata

LiveAgentSettings values are stored in the LiveAgent.settings file in the settings directory. The .settings files are
Version
LiveAgentSettings is available in API version 28.0 and later.
Fields
Field Name
Field Type
Description
enableLiveAgent
boolean
Indicates whether Live Agent is enabled (true) or not

(false).
544
Metadata Types
MobileSettings

This is a sample Live Agent settings file.
<LiveAgentSettings xmlns="http://soap.sforce.com/2006/04/metadata">
<enableLiveAgent>true</enableLiveAgent>
</LiveAgentSettings>
MobileSettings
Represents an organizations mobile settings, such as mobile Chatter settings, whether Mobile Lite is enabled for an organization, and
so on. For more information, see Manage Salesforce Classic Mobile Devices and Chatter Mobile for BlackBerry in the Salesforce online
help.

MobileSettings values are stored in a single file named Mobile.settings in the settings directory. The .settings files
Note: MobileSettings is no longer available in API versions 25.0 and 26.0.
Version
Mobile settings are available in API version 27.0 and later.
Fields
Field
Field Type
Description
chatterMobile
ChatterMobileSettings
The settings for Chatter mobile devices.
dashboardMobile
DashboardMobileSettings
The settings for dashboards on mobile

devices.
salesforceMobile
SFDCMobileSettings
The settings for general users on mobile

devices.
touchMobile (Deprecated)
TouchMobileSettings
The settings for touch on mobile devices.
ChatterMobileSettings
Represents your organizations Chatter Mobile settings.
Field
Field Type
Description
IPadAuthorized
boolean
Indicates whether iPad devices are enabled

for Chatter Mobile (true) or not (false).
545
Metadata Types
MobileSettings
Field
Field Type
Description
IPhoneAuthorized
boolean
Indicates whether iPhone devices are

enabled for Chatter Mobile (true) or not
(false).
androidAuthorized
boolean
Indicates whether Android devices are

(false).
blackBerryAuthorized
boolean
Indicates whether Blackberry devices are

(false).
enableChatterMobile
boolean
Indicates whether Chatter Mobile has been

enabled for your organization (true) or
not (false).
Note: Setting this to true enables
you to set all of the other settings. If
you change this setting from true
to false, and also try to change
any of the other ChatterMobile
settings, your deploy will fail with an
error.
enablePushNotifications
boolean
Indicates whether Chatter push notifications

have been enabled for your organization
(true) or not (false)
sessionTimeout
MobileSessionTimeout (enumeration of type The length of time after which users without
string)
activity are prompted to log out or continue
working. Valid values are:
Never
OneMinute
FiveMinutes
TenMinutes
ThirtyMinutes
DashboardMobileSettings
Represents your organizations Mobile Dashboards iPad app settings.
Field
Field Type
Description
enableDashboardIPadApp
boolean
Indicates whether Mobile Dashboards iPad

app has been enabled for your organization
(true) or not (false)
546
Metadata Types
MobileSettings
SFDCMobileSettings
Represents your organizations general mobile settings.
Field
Field Type
Description
enableUserToDeviceLinking
boolean
Permanently link users to their mobile

devices. Set this option to true only if you
want to prevent your users from switching
devices without administrative intervention..
enableMobileLite
boolean
Indicates whether your organization has

Mobile Lite enabled (true) or not
(false).
TouchMobileSettings
These fields are deprecated. Salesforce Touch has been upgraded to the Salesforce1 app.
Field
Field Type
Description
enableTouchBrowserIPad
boolean
Indicates whether your organization has the

Salesforce Touch mobile browser app
enableTouchAppIPad
boolean
Indicates whether your organization has the

Salesforce Touch downloadable app
enabled (true) or not (false)

This is a sample mobile.settings metadata file.
<MobileSettings xmlns="http://soap.sforce.com/2006/04/metadata">
<chatterMobile>
<IPadAuthorized>true</IPadAuthorized>
<IPhoneAuthorized>true</IPhoneAuthorized>
<androidAuthorized>true</androidAuthorized>
<blackBerryAuthorized>true</blackBerryAuthorized>
<enableChatterMobile>true</enableChatterMobile>
<enablePushNotifications>true</enablePushNotifications>
<sessionTimeout>Never</sessionTimeout>
</chatterMobile>
<dashboardMobile>
<enableDashboardIPadApp>true</enableDashboardIPadApp>
</dashboardMobile>
<salesforceMobile>
<enableUserToDeviceLinking>false</enableUserToDeviceLinking>
<enableMobileLite>false</enableMobileLite>
</salesforceMobile>
<touchMobile>
547
Metadata Types
NameSettings
<enableTouchBrowserIPad>false</enableTouchBrowserIPad>
<enableTouchAppIPad>true</enableTouchAppIPad>
</touchMobile>
</MobileSettings>
SEE ALSO:
Settings
NameSettings
Enables or disables middle name and suffix attributes for the following person objects: Contact, Lead, Person Account, and User.

NameSettings values are stored in a single file named Name.settings in the settings folder. The .settings files are
Version
NameSettings components are available in API version 31.0 and later.
Fields
Field Name
Field Type
Description
enableMiddleName
boolean
Indicates whether middle names are enabled (true) or disabled

(false) for person objects.
enableNameSuffix
boolean
Indicates whether suffixes are enabled (true) or disabled (false) for

person objects.

The following is an example of a NameSettings component.
<NameSettings xmlns="http://soap.sforce.com/2006/04/metadata">
<enableMiddleName>true</enableMiddleName>
<enableNameSuffix>false</enableNameSuffix>
</NameSettings>
The following is an example package.xml manifest that references the NameSettings definitions.
<types>
<members>Name</members>
</types>
548
Metadata Types
OpportunitySettings
</Package>
OpportunitySettings
Represents organization preferences for features such as automatic opportunity updates and similar-opportunity filters. This type extends

Opportunities values are stored in a single file named Opportunity.settings in the settings directory of the corresponding
settings component.
Version
OpportunitySettings is available in API version 28.0 and later.
Fields
Field Name
Field Type
Description
enableUpdateReminders
boolean
Lets users enable automatic, scheduled updates on opportunities.
autoActivateNewReminders boolean
Automatically uses scheduled updates for new opportunities.
enableFindSimilarOpportunities boolean
Lets users see related or similar existing opportunities.
findSimilarOppFilter
multipicklist
Defines parameters for similar opportunities.
enableOpportunityTeam
boolean
Lets users associate team members with opportunities.
promptToAddProducts
boolean
Prompts users to add related products to an opportunity.
FindSimilarOppFilter
Defines whether to match by entire columns or fields.
Field
Field Type
Description
similarOpportunitiesDisplayColumns string
The columns to compare.
similarOpportunitiesMatchFields string
The fields to compare.

The following is an example of the package file.
549
Metadata Types
OrderSettings
<types>
<members>Opportunity</members>
</types>
</Package>
The package file references the following Opportunity.settings file.

<OpportunitySettings xmlns="http://soap.sforce.com/2006/04/metadata">
<autoActivateNewReminders>true</autoActivateNewReminders>
<enableFindSimilarOpportunities>true</enableFindSimilarOpportunities>
<findSimilarOppFilter>
<similarOpportunitiesMatchFields>OPPORTUNITY.Account</similarOpportunitiesMatchFields>
<similarOpportunitiesMatchFields>OPPORTUNITY.OpportunityCompetitors</similarOpportunitiesMatchFields>
<similarOpportunitiesMatchFields>CustomField__c</similarOpportunitiesMatchFields>
<similarOpportunitiesDisplayColumns>CustomField__c</similarOpportunitiesDisplayColumns>
</findSimilarOppFilter>
<enableOpportunityTeam>true</enableOpportunityTeam>
<enableUpdateReminders>true</enableUpdateReminders>
<promptToAddProducts>false</promptToAddProducts>
</OpportunitySettings>
OrderSettings
Represents order settings. This type extends the Metadata metadata type and inherits its fullName field. For more information, see
Customizing Order Settings in the Salesforce Help.

There is one OrderSettings component in a file named Order.settings in the settings folder. The .settings files are
Version
OrderSettings components are available in API version 30.0 and later.
550
Metadata Types
Fields
Field Name
Field Type
Description
enableNegativeQuantity
boolean
Indicates whether users in the organization can add order products with
quantities of less than zero (true) or not (false).
To enable this preference, enableOrders must be set to true.
enableOrders
boolean
Indicates whether orders are enabled for the organization (true) or

not (false).
enableReductionOrders
boolean
Indicates whether reduction orders are enabled for the organization

(true) or not (false). For more information, see Reduction Orders
Overview in the Salesforce Help.
To enable this preference, enableOrders must be set to true.

This is a sample OrderSettings component.
<OrderSettings xmlns="http://soap.sforce.com/2006/04/metadata">
<enableOrders>true</enableOrders>
<enableReductionOrders>false</enableReductionOrders>
<enableNegativeQuantity>true</enableNegativeQuantity>
</OrderSettings>

<types>
<members>Order</members>
</types>
</Package>
Represents the Sales Path preference setting.This type extends the Metadata metadata type and inherits its fullName field.

PathAssistantSettings components have the suffix .settings and are stored in the settings folder.
551
Metadata Types
ProductSettings
Version
PathAssistantSettings components are available in API version 34.0 and later.
Fields
Field Name
Field Type
pathAssistantForOpportunityEnabled boolean
Description
Determines whether the preference is enabled for Sales Path in
Opportunity or not.

The following is an example of a PathAssistantSettings component.
<PathAssistantSettings xmlns="http://soap.sforce.com/2006/04/metadata">
<pathAssistantForOpportunityEnabled>true</pathAssistantForOpportunityEnabled>
</PathAssistantSettings>

<types>
<members>PathAssistant</members>
</types>
<version>API</version>
</Package
ProductSettings
Represents organization preferences for quantity schedules, revenue schedules, and active flag interaction with prices. This type extends

ProductSettings values are stored in a single file named Product.settings in the settings directory of the corresponding
settings component.
Version
ProductSettings is available in API version 28.0 and later.
552
Metadata Types
QuoteSettings
Fields
Field Name
Field Type
enableCascadeActivateToRelatedPrices boolean
Description
When changing active flag on a product record, automatically updates
active flag on related prices.
enableQuantitySchedule
boolean
Enables quantity schedules for products.
enableRevenueSchedule
boolean
Enables revenue schedules for products.

<types>
<members>Product</members>
</types>
</Package>
The package file references the following Product.settings file.

<ProductSettings xmlns="http://soap.sforce.com/2006/04/metadata">
<enableCascadeActivateToRelatedPrices>true</enableCascadeActivateToRelatedPrices>
<enableQuantitySchedule>false</enableQuantitySchedule>
<enableRevenueSchedule>false</enableRevenueSchedule>
</ProductSettings>
QuoteSettings
Enables or disables Quotes, which show proposed prices for products and services. This type extends the Metadata metadata type and

QuoteSettings values are stored in a single file named Quote.settings in the settings directory of the corresponding package
directory. The .settings files are different from other named components because there is only one settings file for each settings
component.
Version
QuoteSettings is available in API version 28.0 and later.
553
Metadata Types
SecuritySettings
Fields
Field Name
Field Type
Description
enableQuote
boolean
When set to true, users can access Quotes.

<types>
<members>Quote</members>
</types>
</Package>
The package file references the following Quote.settings file.

<QuoteSettings xmlns="http://soap.sforce.com/2006/04/metadata">
<enableQuote>true</enableQuote>
</QuoteSettings>
SecuritySettings
Represents an organizations security settings. Security settings define trusted IP ranges for network access, password and login
requirements, and session expiration and security settings.

SecuritySettings values are stored in a single file named Security.settings in the settings directory. The .settings
Note: SecuritySettings is no longer available in API versions 25.0 and 26.0.
Version
Security settings are available in API version 27.0 and later.
Fields
Field Name
Field Type
Description
networkAccess
NetworkAccess
The trusted IP address ranges from which users can always log
in without requiring computer activation.
554
Metadata Types
SecuritySettings
Field Name
Field Type
Description
passwordPolicies
PasswordPolicies
The requirements for passwords and logins, and assistance with

retrieving forgotten passwords.
sessionSettings
SessionSettings
The settings for session expiration and security.
NetworkAccess
Represents your organizations trusted IP address ranges for network access.
Field
Field Type
Description
ipRanges
IpRange[]
The trusted IP address ranges from which users can always log
in without requiring computer activation.
Note: In order to add an IP range, deploy all existing IP
ranges, as well as the one you want to add. Otherwise,
the existing IP ranges are replaced with the ones you
deploy. To remove all the IP ranges in an organization,
leave the networkAccess field blank
(<networkAccess></networkAccess>).
IpRange
Defines a range of trusted IP addresses for network access.
Field
Field Type
Description
description
string
The description of the trusted IP range. Use this field to identify

the range, such as which corporate network corresponds to this
range. This field is available in API version 34.0 and later.
end
string
The IP address that defines the high end of a range of trusted

addresses.
start
string
The IP address that defines the low end of a range of trusted

addresses.
PasswordPolicies
Represents your organizations password and login policies.
Field
Field Type
Description
apiOnlyUserHomePageURL string
The URL to which users with the API Only User permission are
redirected instead of the login page.
555
Metadata Types
SecuritySettings
Field
Field Type
Description
complexity
Complexity (enumeration of
type string)
Required. The requirement for which types of characters must

be used in a users password. Valid values are:
NoRestrictionallows any password value and is
the least secure option.
AlphaNumericrequires at least one alphabetic
character and one number. This value is the default value.
SpecialCharactersrequires at least one alphabetic
character, one number, and one of the following characters:
! # $ % - _ = + < >.
UpperLowerCaseNumericrequires at least one
number, one uppercase letter, and one lowercase letter.
This value is available in API version 31.0 and later.
UpperLowerCaseNumericSpecialCharactersrequires
at least one number, one uppercase letter, and one
lowercase letter, and one of the following characters: ! #
$ % - _ = + < >. This value is available in API version
31.0 and later.
expiration
Expiration (enumeration of type Required. The length of time until user passwords expire and
string)
must be changed. Valid values are:
Never
ThirtyDays
SixtyDays
NinetyDays. This value is the default value.
SixMonths
OneYear
minimumPasswordLifetime boolean
passwordAssistanceURL
Indicates whether a one-day minimum password lifetime is

required (true) or not (false). This field is available in API
string
The URL that users can click to retrieve forgotten passwords.
passwordAssistanceMessage string
The text that appears in the Account Lockout email and at the
bottom of the Confirm Identity screen for users resetting their
passwords.
historyRestriction
string
Required. The number of previous passwords saved for users so

that they must always reset a new, unique password. Valid values
are 0 through 24 passwords remembered. The maximum
value of 24 applies to API version 31.0 and later. In earlier
versions, the maximum value is 16. The default value is 3.
lockoutInterval
LockoutInterval (enumeration
of type string)
Required. The duration of the login lockout. Valid values are:

FifteenMinutes. This value is the default value.
ThirtyMinutes
556
Metadata Types
Field
SecuritySettings
Field Type
Description
SixtyMinutes
Forever (must be reset by admin)
maxLoginAttempts
MaxLoginAttempts
Required. The number of login failures allowed for a user before

they become locked out. Valid values are:
NoLimit
ThreeAttempts
FiveAttempts
TenAttempts. This value is the default value.
minimumPasswordLength
string
Required. The minimum number of characters required for a

password. Valid values are from 5 to 50. The default value is 8.
Before API version 35.0, specify minimum password length with
the enumeration minPasswordLength, with valid values
FiveCharacters, EightCharacters (default),
TenCharacters, TwelveCharacters (API version
31.0 and later), and FifteenCharacters ( API version
34.0 and later).
obscureSecretAnswer
boolean
Hides the secret answer associated with a password (true) or

not (false).
Note: If your organization uses the Microsoft Input
Method Editor (IME) with the input mode set to Hiragana,
when you type ASCII characters theyre converted into
Japanese characters in normal text fields. However, the
IME does not work properly in fields with obscured text.
If your organizations users cannot properly enter their
passwords or other values after enabling this feature,
disable the feature.
questionRestriction
QuestionRestriction
Required. The restriction on whether the answer to the password

hint question can contain the password itself. Valid values are:
None
DoesNotContainPassword. This value is the default
value.
SessionSettings
Represents your organizations session expiration and security settings.
557
Metadata Types
SecuritySettings
Field
Field Type
Description
disableTimeoutWarning
boolean
Indicates whether the session timeout warning popup is

disabled (true) or enabled (false).
enableCSPOnEmail
boolean
Indicates whether a content security policy is enabled for the

email template. A content security policy helps prevent
cross-site scripting attacks by whitelisting sources of images
and other content.
enableCSRFOnGet
boolean
Indicates whether Cross-Site Request Forgery (CSRF) protection

on GET requests on non-setup pages is enabled (true) or
disabled (false).
enableCSRFOnPost
boolean
Indicates whether Cross-Site Request Forgery (CSRF) protection

on POST requests on non-setup pages is enabled (true) or
disabled (false).
enableCacheAndAutocomplete boolean
Indicates whether the users browser is allowed to store user

names and auto-fill the User Name field on the login page
enableClickjackNonsetupSFDC boolean
Indicates whether clickjack protection for non-setup Salesforce

pages is enabled (true) or disabled (false).
enableClickjackNonsetupUser boolean
Indicates whether clickjack protection for customer Visualforce

pages with standard headers turned on is enabled (true) or
disabled (false).
enableClickjackNonsetupUserHeaderless boolean
Indicates whether clickjack protection for customer Visualforce

pages with standard headers turned off is enabled (true) or
disabled (false). Available in API version 34.0 and later.
enableClickjackSetup
boolean
Indicates whether clickjack protection for setup pages is enabled

(true) or disabled (false).
enablePostForSessions
boolean
Indicates whether cross-domain session information is

exchanged using a POST request instead of a GET request, such
as when a user is using a Visualforce page. In this context, POST
requests are more secure than GET requests. Available in API
enableSMSIdentity
boolean
Indicates whether users can receive a one-time PIN delivered

via SMS (true) or not (false).
enforceIpRangesEveryRequest boolean
If true, the IP addresses in Login IP Ranges are enforced when

a user accesses Salesforce (on every page request), including
access from a client application. If false, the IP addresses in
Login IP Ranges are enforced only when a user logs in. This field
affects all user profiles that have login IP restrictions. Available
forceLogoutOnSessionTimeout boolean
Indicates that when sessions time out for inactive users, current
sessions become invalid. The browser refreshes and returns to
558
Metadata Types
Field
SecuritySettings
Field Type
Description
the login page. To access the organization, the user must log
in again. Enabled (true) or not (false). Available in API
forceRelogin
boolean
If true, an administrator that is logged in as another user is

required to log in again to their original session, after logging
out as the secondary user. If false, the administrator is not
required to log in again.
lockSessionsToDomain
boolean
Indicates whether the current UI session for a user, such as a

community user, is associated with a specific domain. This check
helps prevent unauthorized use of the session ID in another
domain. The value is true by default for organizations created
with the Spring 15 release or later. Available in API version 33.0
and later.
lockSessionsToIp
boolean
Indicates whether user sessions are locked to the IP address

from which the user logged in (true) or not (false).
logoutURL
string
The URL to which users are redirected when they log out of
Salesforce. If no value is specified, the default is
https://login.salesforce.com unless MyDomain
is enabled. If My Domain is enabled, the default is
https://customdomain.my.salesforce.com.
sessionTimeout
SessionTimeout (enumeration
of type string)
The length of time after which users without activity are

prompted to log out or continue working. Valid values are:
FifteenMinutes
ThirtyMinutes
SixtyMinutes
TwoHours
FourHours
EightHours
TwelveHours

The following is a sample security.settings metadata file.
<SecuritySettings xmlns="http://soap.sforce.com/2006/04/metadata">
<networkAccess>
<ipRanges>
<end>127.0.0.1</end>
<start>127.0.0.1</start>
</ipRanges>
559
Metadata Types
Territory2Settings
</networkAccess>
<passwordPolicies>
<apiOnlyUserHomePageURL>http://www.altPage.com</apiOnlyUserHomePageURL>
<complexity>SpecialCharacters</complexity>
<expiration>OneYear</expiration>
<passwordAssistanceURL>http://www.acme.com/forgotpassword</passwordAssistanceURL>
<passwordAssistanceMessage>Forgot your password? Reset it
here.</passwordAssistanceMessage>
<historyRestriction>3</historyRestriction>
<lockoutInterval>ThirtyMinutes</lockoutInterval>
<maxLoginAttempts>ThreeAttempts</maxLoginAttempts>
<minimumPasswordLength>10</minPasswordLength>
<questionRestriction>None</questionRestriction>
</passwordPolicies>
<sessionSettings>
<disableTimeoutWarning>true</disableTimeoutWarning>
<enableCSRFOnGet>false</enableCSRFOnGet>
<enableCSRFOnPost>false</enableCSRFOnPost>
<enableCacheAndAutocomplete>false</enableCacheAndAutocomplete>
<enableClickjackNonsetupSFDC>true</enableClickjackNonsetupSFDC>
<enableClickjackNonsetupUser>true</enableClickjackNonsetupUser>
<enableClickjackSetup>true</enableClickjackSetup>
<enableSMSIdentity>true</enableSMSIdentity>
<forceRelogin>true</forceRelogin>
<lockSessionsToIp>true</lockSessionsToIp>
<sessionTimeout>TwelveHours</sessionTimeout>
</sessionSettings>
</SecuritySettings>
SEE ALSO:
Settings
Territory2Settings
Represents the metadata for the default settings for Territory Management 2.0 users to access and modify records associated with sales
territories. The standard record access settings apply to accounts and opportunities. If your organization uses Private default internal
access for contacts or cases, you can also set access for those records. This type extends the Metadata metadata type and inherits its
fullName field. Available only if Territory Management 2.0 has been enabled for your organization.

Territory2Settings components have the suffix settings and are stored in the Settings folder.
Version
Territory2Settings components are available in API version 32.0 and later.
560
Metadata Types
Territory2Settings

The Territory2Model object has a State field in the SOAP API. States include Planning, Active, Archived, and a number of
other states, such as Cloning, that indicate that a process is underway. Users who do not have the Manage Territories permission
can access only territories that belong to the model in Active state. The Manage Territories permission is required for deploy()
calls for all territory management entities, in addition to the Modify All Data permission required by Metadata API. Using retrieve()
without the Manage Territories permission will return only entities that belong to a Territory2Model in Active state. We recommend
against retrieving without the Manage Territories permission because the call will retrieve only partial data.
Fields
Field Name
Field Type
defaultAccountAccessLevel string
defaultCaseAccessLevel
string
Description
The default level of access users will have to account records in territories:
view and edit accounts assigned to territories or view, edit,
transfer, and delete accounts assigned to territories.
The default level of access users will have to case records in territories:
defaultContactAccessLevel string
The default level of access users will have to contact records in territories:
defaultOpportunityAccessLevel string
The default level of access users will have to opportunity records in

territories: view and edit accounts assigned to territories or view,
edit, transfer, and delete accounts assigned to territories.

The following example shows the definition of a Territory2Settings component.
<Territory2Settings xmlns="http://soap.sforce.com/2006/04/metadata">
<defaultAccountAccessLevel>Owner</defaultAccountAccessLevel>
<defaultOpportunityAccessLevel>Read</defaultOpportunityAccessLevel>
<defaultCaseAccessLevel>None</defaultCaseAccessLevel>
<defaultContactAccessLevel>Edit</defaultContactAccessLevel>
</Territory2Settings>
Usage
Territory Management 2.0 components dont support packaging or change sets and arent supported in CRUD calls.
561
Metadata Types
SharedTo
SharedTo
SharedTo defines the sharing access for a list view or a folder. It can be used to specify the target and source for owner-based sharing
rules. See Sharing Considerations and What Is a Group? in the Salesforce online help.

SharedTo is used with ListView, Folder, and SharingRules.
Version
SharedTo is available in API version 17.0 and later.
Fields
Field
Field Type
Description
allCustomerPortalUsers string
A group containing all customer portal users.

allInternalUsers
string
A group containing all internal and nonportal users.

allPartnerUsers
string
A group containing all partner users.

group
string[]
A list of groups with sharing access. Use this field instead of the
groups field.
groups
string[]
A list of groups with sharing access.

Use the group field instead for API version 22.0 and later.
managerSubordinates
string[]
A list of users whose direct and indirect subordinates receive

sharing access. This field is available in API version 24.0 and later.
managers
string[]
A list of users whose direct and indirect managers receive sharing

access. This field is available in API version 24.0 and later.
portalRole
string[]
A list of groups with sharing access containing all users in a

portal role.
portalRoleandSubordinates string[]
A list of groups with sharing access containing all users in a

portal role or those under that role.
562
Metadata Types
SharedTo
Field
Field Type
Description
role
string[]
A list of roles with sharing access. Use this field instead of the
roles field.
roleAndSubordinates
string[]
A list of roles with sharing access. All roles below each of these
roles in the role hierarchy also have sharing access. If portal
accounts are enabled, then all roles and portal accounts below
each of these roles in the role hierarchy also have sharing access.
Use this field instead of the rolesAndSubordinates field
.
roleAndSubordinatesInternal string[]
roles in the role hierarchy also have sharing access.
roles
string[]
A list of roles with sharing access.

Use the role field instead for API version 22.0 and later.
rolesAndSubordinates
string[]
roles in the role hierarchy also have sharing access. If portal
accounts are enabled, then all roles and portal accounts below
each of these roles in the role hierarchy also have sharing access.
Use the roleAndSubordinates field instead for API
territories
string[]
A list of territories with sharing access.

Use the territory field instead for API version 22.0 and
later.
territoriesAndSubordinates string[]
A list of territories with sharing access. All territories below each

of these territories in the territory hierarchy also have sharing
access.
Use the territoryAndSubordinates field instead for
territory
string[]
A list of territories with sharing access. Use this field instead of

the territories field.
territoryAndSubordinates string[]
A list of territories with sharing access. All territories below each

of these territories in the territory hierarchy also have sharing
access. Use this field instead of the
territoriesAndSubordinates field.
563
Metadata Types
SharingBaseRule
Field
Field Type
Description
queue
string[]
A list of queues with sharing access. Applies only to lead, case,

and CustomObject sharing rules.
SharingBaseRule
Represents sharing rule settings such as access level and to whom access is granted. This type extends the Metadata metadata type and
Note: You cant create a SharingBaseRule component directly. Use the components under SharingRules instead.
Version
SharingBaseRule replaces BaseSharingRule and is available in API version 33.0 and later.
Fields
Field
Field Type
Description
accessLevel
string
Required. The access level that the sharing rule

grants.
accountSettings
AccountSharingRuleSettings[]
The access level for the accounts children (case,

contact, and opportunity).
description
string
Describes the sharing rule. Maximum of 1000

characters.
label
string
Required. Label for the sharing rule.
sharedTo
SharedTo
Required. Specifies who the record should be

shared with.
AccountSharingRuleSettings
Defines the access level for the case, contact, and opportunity associated with the account.
Field
Field Type
Description
caseAccessLevel
string
Required. The access level that the user or group

has to cases associated with the account.
Possible values are:
None
Read
564
Metadata Types
Field
SharingRules
Field Type
Description
Edit
contactAccessLevel
string

has to contacts associated with the account.
None
Read
Edit
opportunityAccessLevel string

has to opportunities associated with the account.
None
Read
Edit
SharingRules
Represents the base container for sharing rules, which can be criteria-based, ownership-based, or territory-based. SharingRules enables
you to share records with a set of users, using rules that specify the access level for the target user group.
This type extends the Metadata metadata type and inherits its fullName field. For more information, see Sharing Rules in the
In API version 33.0 and later, retrieving, deleting, or deploying of all sharing rules in an organization is available . Wildcard support is also
available. You cant retrieve, delete, or deploy manual sharing rules or sharing rules by their type (owner, criteria-based, or territory).

In API version 33.0 and later, components are stored in the sharingRules folder and their file name matches the object name with the
suffix .sharingRules. Criteria-based, owner-based, and territory-based sharing rules are all contained in a object.sharingRule
file.
Prior to API version 33.0, SharingRules components are stored in their corresponding object directory and the file name matches the
object name. For example, the accountSharingRules directory contains an Account.sharingRules file for account
sharing rules. SharingRules for custom objects are stored in the customObjectSharingRules directory, which contains files
with the .sharingRules extension such as ObjA__c.sharingRules, where ObjA refers to the developer name of a custom
object type.
Version
SharingRules components are available in API version 24.0 and later, but these components are no longer available in API version 33.0
and later: AccountSharingRules, CampaignSharingRules, CaseSharingRules, ContactSharingRules, LeadSharingRules,
OpportunitySharingRules, AccountTerritorySharingRules, CustomObjectSharingRules, UserSharingRules.
In API version 33.0 and later, use SharingCriteriaRule, SharingOwnerRule and SharingTerritoryRule.
565
Metadata Types
SharingRules
Fields
The following information assumes that you are familiar with implementing sharing rules for standard objects and custom objects. For
more information on these fields, see Sharing Settings in the Salesforce online help.
Field
Field Type
Description
sharingCriteriaRules SharingCriteriaRule[]
An array of criteria-based sharing rules. Available in API

SharingOwnerRule[]
An array of ownership-based sharing rules. Available in

sharingOwnerRules
sharingTerritoryRules SharingTerritoryRule[]
An array of territory-based sharing rules. Available in API

SharingCriteriaRule
Defines a criteria-based sharing rule. It extends SharingBaseRule and inherits all its fields. Available in API version 33.0 and later.
Field
Field Type
Description
booleanFilter
string
Advanced filter conditions that are specified for the sharing

rule.
criteriaItems
FilterItem[]
An array of the boolean criteria (conditions) for the sharing

rule.
SharingOwnerRule
Defines a ownership-based sharing rule. It extends SharingBaseRule and inherits all its fields. Available in API version 33.0 and later.
Field
Field Type
Description
sharedFrom
SharedTo
Required. Specifies the record owners.
SharingTerritoryRule
Defines a territory-based sharing rule. It extends SharingOwnerRule and inherits all its fields. Available in API version 33.0 and later.
AccountSharingRules
Represents the sharing rules for accounts. It extends the SharingRules metadata type and inherits its fullName field. Only available
in API version 32.0 and earlier.
Field
Field Type
Description
criteriaBasedRules
AccountCriteriaBasedSharingRule[]
List that defines user criteria-based rules.
566
Metadata Types
SharingRules
Field
Field Type
Description
ownerRules
AccountOwnerSharingRule[]
List that defines user membership-based rules.
CampaignSharingRules
Represents the sharing rules for campaigns. It extends the SharingRules metadata type and inherits its fullName field. Only available
Field
Field Type
Description
criteriaBasedRules
CampaignCriteriaBasedSharingRule[]
ownerRules
CampaignOwnerSharingRule[]
CaseSharingRules
Represents the sharing rules for cases. It extends the SharingRules metadata type and inherits its fullName field. Only available in
API version 32.0 and earlier.
Field
Field Type
Description
criteriaBasedRules
CaseCriteriaBasedSharingRule[]
ownerRules
CaseOwnerSharingRule[]
ContactSharingRules
Represents the sharing rules for contacts. It extends the SharingRules metadata type and inherits its fullName field. Only available
Field
Field Type
Description
criteriaBasedRules
ContactCriteriaBasedSharingRule[]
ownerRules
ContactOwnerSharingRule[]
LeadSharingRules
Represents the sharing rules for leads. It extends the SharingRules metadata type and inherits its fullName field. Only available in
API version 32.0 and earlier.
Field
Field Type
Description
criteriaBasedRules
LeadCriteriaBasedSharingRule[]
ownerRules
LeadOwnerSharingRule[]
567
Metadata Types
SharingRules
OpportunitySharingRules
Represents the sharing rules for opportunities. It extends the SharingRules metadata type and inherits its fullName field. Only available
Field
Field Type
Description
criteriaBasedRules
OpportunityCriteriaBasedSharingRule[]
ownerRules
OpportunityOwnerSharingRule[]
AccountTerritorySharingRules
Represents the sharing rules for account territories. It extends the SharingRules metadata type and inherits its fullName field. Only
available in API version 32.0 and earlier.
Field
Field Type
Description
rules
AccountTerritorySharingRule[]
List that defines user membership-based rules. The list of

acceptable values for the sharedFrom fields are:
territory
territoryAndSubordinates
CustomObjectSharingRules
Represents the sharing rules for custom objects. It extends the SharingRules metadata type and inherits its fullName field. Only
available in API version 32.0 and earlier.
Field
Field Type
Description
criteriaBasedRules
CustomObjectCriteriaBasedSharingRule[] List that defines user criteria-based rules.
ownerRules
CustomObjectOwnerSharingRule[]
UserSharingRules
Represents the sharing rules for users. With user sharing rules, you can share members of a group with members of another group. It
extends the SharingRules metadata type and inherits its fullName field. Only available in API version 32.0 and earlier.
Field
Field Type
Description
criteriaBasedRules
UserCriteriaBasedSharingRule[]
membershipRules
UserMembershipSharingRule[]
568
Metadata Types
SharingRules

For retrieving sharing rules, see package.xml sample at Sharing Rules.
The following sample XML definition represents a criteria-based sharing rule in API version 33.0.
<SharingRules xmlns="http://soap.sforce.com/2006/04/metadata">
<sharingCriteriaRules>
<fullName>AccountCriteriaShareWithCEO</fullName>
<accessLevel>Edit</accessLevel>
<accountSettings>
<caseAccessLevel>Read</caseAccessLevel>
<opportunityAccessLevel>Edit</opportunityAccessLevel>
</accountSettings>
<criteriaItems>
<field>Name</field>
<value>Test</value>
</criteriaItems>
<description>my account criteria rule description</description>
<label>AccountCriteriaShareWithCEO</label>
<sharedTo>
<role>CEO</role>
</sharedTo>
</sharingCriteriaRules>
</SharingRules>
The following sample XML definition represents an ownership-based sharing rule in API version 33.0.
<sharingOwnerRules>
<fullName>MyCase</fullName>
<description>my case test owner sharing rule desc</description>
<label>MyCase</label>
<sharedFrom>
<role>COO</role>
</sharedFrom>
<sharedTo>
<role>CEO</role>
</sharedTo>
</sharingOwnerRules>
</SharingRules>
The following sample XML definition represents a territory-based sharing rule in API version 33.0.
<sharingTerritoryRules>
<fullName>MyAccountTerritoryRule</fullName>
<accessLevel>Read</accessLevel>
<accountSettings>
<caseAccessLevel>None</caseAccessLevel>
569
Metadata Types
SharingRules
<contactAccessLevel>Read</contactAccessLevel>
<opportunityAccessLevel>None</opportunityAccessLevel>
</accountSettings>
<description>MyAccountTerritoryRule desc</description>
<label>MyAccountTerritoryRule</label>
<sharedFrom>
<territory>My_territory</territory>
</sharedFrom>
<sharedTo>
<role>CEO</role>
</sharedTo>
</sharingTerritoryRules>
</SharingRules>
The following is the definition of two account owner-based sharing rules in API version 32.0 and earlier. The file name corresponds to
Account.sharingRules under the accountSharingRules directory. In this definition, ownerRules corresponds to
AccountOwnerSharingRule.
<AccountSharingRules xmlns="http://soap.sforce.com/2006/04/metadata">
<ownerRules>
<fullName>G1Dev_G2New</fullName>
<sharedFrom>
<group>G1Dev</group>
</sharedFrom>
<sharedTo>
<group>G2New</group>
</sharedTo>
<accountAccessLevel>Read</caseAccessLevel>
<name>G1Dev_G2New</name>
<opportunityAccessLevel>Edit</opportunityAccessLevel>
</ownerRules>
<ownerRules>
<fullName>G2New_R1New</fullName>
<sharedFrom>
</sharedFrom>
<sharedTo>
<roleAndSubordinates>R1New</roleAndSubordinates>
</sharedTo>
<name>G2New_R1New</name>
</ownerRules>
</AccountSharingRules>
The following is the definition of a user criteria-based sharing rule and a user membership-based sharing rule in API version 32.0 and
earlier. The file name corresponds to User.sharingRules under the userSharingRules directory.
<UserSharingRules xmlns="http://soap.sforce.com/2006/04/metadata">
570
Metadata Types
BaseSharingRule
<criteriaBasedRules>
<fullName>shareUsers2</fullName>
<sharedTo>
<group>Asia_Division</group>
</sharedTo>
<criteriaItems>
<field>FirstName</field>
<value>John</value>
</criteriaItems>
<name>shareUsers2</name>
<userAccessLevel>Read</userAccessLevel>
</criteriaBasedRules>
<membershipRules>
<fullName>shareUsers1</fullName>
<sharedTo>
<group>South_America_Division</group>
</sharedTo>
<sharedFrom>
<group>Asia_Division</group>
</sharedFrom>
<name>shareUsers1</name>
<userAccessLevel>Read</userAccessLevel>
</membershipRules>
</UserSharingRules>
The following shows a sample package.xml file.

<types>
<members>ObjA__c.*</members>
<name>SharingCriteriaRule</name>
</types>
<types>
<members>ObjA__c.*</members>
<name>SharingOwnerRule</name>
</types>
</Package>
BaseSharingRule
This component is removed as of API version 33.0 and is available in earlier versions only. Use SharingBaseRule instead.
Represents the base container for criteria-based and owner-based sharing rules. This type extends the Metadata metadata type and
Note: You cant create a BaseSharingRule component directly. Use the components under the CriteriaBasedSharingRule or
OwnerSharingRule metadata types instead.
Version
BaseSharingRule components are available in API version 24.0 and later.
571
Metadata Types
Fields
For more information on these fields, see Sharing Settings in the Salesforce online help.
Field
Field Type
Description
sharedTo
SharedTo

shared with.
fullName
string
The unique identifier for API access. The

fullName can contain only underscores and
alphanumeric characters. It must be unique,
begin with a letter, not include spaces, not end
with an underscore, and not contain two
consecutive underscores. This field is inherited
This component is removed as of API version 33.0 and is available in earlier versions only. Use SharingRules instead.
Represents a criteria-based sharing rule. CriteriaBasedSharingRule enables you to share records based on specific criteria. It extends the
BaseSharingRule metadata type and inherits its sharedTo field. For more information, see Criteria-Based Sharing Rules Overview
Note: You cant create a CrteriaBasedSharingRule component directly. Use the child components instead.

CriteriaBasedSharingRule components are stored within the SharingRules component in the criteriaBasedRules field.
Version
CriteriaBasedSharingRule components are available in API version 24.0 and later.
Fields
Field
Field Type
Description
criteriaItems
FilterItem[]
List that represents the criteria for the sharing

rule. The possible values are:
field
operation
value
572
Metadata Types
AccountCriteriaBasedSharingRule
Represents a criteria-based sharing rule for accounts. It extends the CriteriaBasedSharingRule metadata type and inherits its
criteriaItems field.
AccountCriteriaBasedSharingRule is used by the criteriaBasedRules field in AccountSharingRules.
Field
Field Type
Description
accountAccessLevel
ShareAccessLevelNoNone Required. A value that represents the level of access that the
user or group has to the account. The possible values are:

Read
Edit
All
booleanFilter
string
Represents the filter logic of the sharing rule.
caseAccessLevel
ShareAccessLevelNoAll Required. A value that represents the level of access that the
user or group has to cases associated with the account. The

possible values are:
None
Read
Edit
contactAccessLevel
ShareAccessLevelNoAll Required. A value that represents the level of access that the
user or group has to contacts associated with the account. The

None
Read
Edit
description
string
Represents the description of the sharing rule. Maximum of 1000

characters.
name
string
Required. Name for the sharing rule. Corresponds to Label in

the user interface.
opportunityAccessLevel ShareAccessLevelNoAll Required. A value that represents the level of access that a target
group is granted for any associated opportunity. The possible

values are:
None
Read
Edit
573
Metadata Types
CampaignCriteriaBasedSharingRule
Represents a criteria-based sharing rule for campaigns. It extends the CriteriaBasedSharingRule metadata type and inherits its
CampaignCriteriaBasedSharingRule is used by the criteriaBasedRules field in CampaignSharingRules.
Field
Field Type
Description
booleanFilter
string
description
string

characters.
campaignAccessLevel
ShareAccessLevelNoNone Required. A value that represents the level of access that a target
group is granted for a campaign. The possible values are:

Read
Edit
All
name
string

the user interface.
CaseCriteriaBasedSharingRule
Represents a criteria-based sharing rule for cases. It extends the CriteriaBasedSharingRule metadata type and inherits its
CaseCriteriaBasedSharingRule is used by the criteriaBasedRules field in CaseSharingRules.
Field
Field Type
Description
booleanFilter
string
description
string

characters.
caseAccessLevel
ShareAccessLevelReadEdit Required. A value that represents the level of access being
granted for a case. The possible values are:

Read
Edit
name
string

the user interface.
574
Metadata Types
ContactCriteriaBasedSharingRule
Represents a criteria-based sharing rule for contacts. It extends the CriteriaBasedSharingRule metadata type and inherits its
ContactCriteriaBasedSharingRule is used by the criteriaBasedRules field in ContactSharingRules.
Field
Field Type
Description
booleanFilter
string
description
string

characters.
contactAccessLevel
ShareAccessLevelReadEdit Required. A value that represents the level of access being
granted to the target group, role, or user for a contact. The

Read
Edit
name
string

the user interface.
LeadCriteriaBasedSharingRule
Represents a criteria-based sharing rule for leads. It extends the CriteriaBasedSharingRule metadata type and inherits its criteriaItems
field.
LeadCriteriaBasedSharingRule is used by the criteriaBasedRules field in LeadSharingRules.
Field
Field Type
Description
booleanFilter
string
description
string

characters.
leadAccessLevel
ShareAccessLevelReadEdit Required. A value that represents the level of allowed access.
The possible values are:

Read
Edit
name
string

the user interface.
575
Metadata Types
OpportunityCriteriaBasedSharingRule
Represents a criteria-based sharing rule for opportunities. It extends the CriteriaBasedSharingRule metadata type and inherits its
OpportunityCriteriaBasedSharingRule is used by the criteriaBasedRules field in OpportunitySharingRules.
Field
Field Type
Description
booleanFilter
string
description
string

characters.
opportunityAccessLevel ShareAccessLevelReadEdit Required. A value that represents the level of allowed access.

Read
Edit
name
string

the user interface.
CustomObjectCriteriaBasedSharingRule
Represents a criteria-based sharing rule for custom objects. It extends the CriteriaBasedSharingRule metadata type and inherits its
CustomObjectCriteriaBasedSharingRule is used by the criteriaBasedRules field in CustomObjectSharingRules.
Field
Field Type
Description
accessLevel
string
Required. A value that represents the type of allowed sharing.

Read
Edit
All
booleanFilter
string
description
string

characters.
name
string

the user interface.
576
Metadata Types
UserCriteriaBasedSharingRule
Represents a criteria-based sharing rule for users. It extends the CriteriaBasedSharingRule metadata type and inherits its criteriaItems
field.
UserCriteriaBasedSharingRule is used by the criteriaBasedRules field in UserSharingRules.
Field
Field Type
Description
booleanFilter
string
description
string

characters.
name
string

the user interface.
userAccessLevel
ShareAccessLevelReadEdit Required. A value that represents the type of allowed sharing.

Read
Edit

The following is the definition of two owner-based sharing rules and one criteria-based sharing rule containing two criteria items. The
file name corresponds to the Account.sharingRules file under the accountSharingRules directory.
<AccountSharingRules xmlns="http://soap.sforce.com/2006/04/metadata">
<ownerRules>
<fullName>G1Dev_G2New</fullName>
<sharedTo>
</sharedTo>
<sharedFrom>
<group>G1Dev</group>
</sharedFrom>
<accountAccessLevel>Read</accountAccessLevel>
</ownerRules>
<fullName>G2New_R1New</fullName>
<sharedTo>
<roleAndSubordinates>R1New</roleAndSubordinates>
</sharedTo>
<sharedFrom>
</sharedFrom>
577
Metadata Types
OwnerSharingRule
<name>G2New_R1New</name>
</ownerRules>
<criteriaBasedRules>
<fullName>AccountCriteria</fullName>
<sharedTo>
<group>G1</group>
</sharedTo>
<criteriaItems>
<field>BillingCity</field>
<value>San Francisco</value>
</criteriaItems>
<criteriaItems>
<field>MyChkBox__c</field>
<value>False</value>
</criteriaItems>
<accountAccessLevel>Read</accountAccessLevel>
<booleanFilter>1 OR 2</booleanFilter>
<name>AccountCriteria</name>
</criteriaBasedRules>
</AccountSharingRules>
OwnerSharingRule
This component is removed as of API version 33.0 and is available in earlier versions only.
Represents an ownership-based sharing rule. OwnerSharingRule enables you to share records owned by a set of users with another set,
using rules that specify the access level of the target user group. It extends the BaseSharingRule metadata type and inherits its SharedTo
field. For more information, see Sharing Rules in the Salesforce online help.
Note: You cant create a OwnerSharingRule component directly. Use the child components instead.

OwnerSharingRules components are stored within the SharingRules component in the ownerRules field.
Version
OwnerSharingRules components are available in API version 24.0 and later.
Fields
578
Metadata Types
OwnerSharingRule
Field
Field Type
Description
sharedFrom
SharedTo
Required. Specifies the record owners.
sharedTo
SharedTo

shared with.
fullName
string
The unique identifier for API access. The

fullName can contain only underscores and
alphanumeric characters. It must be unique,
begin with a letter, not include spaces, not end
with an underscore, and not contain two
consecutive underscores. This field is inherited
AccountOwnerSharingRule
Represents a sharing rule for an account with users other than the owner. It extends the OwnerSharingRule metadata type and inherits
its fullName, sharedFrom, and sharedTo fields.
AccountOwnerSharingRule is used by the ownerRules field in AccountSharingRules.
Field
Field Type
Description
accountAccessLevel
ShareAccessLevelNoNone Required. A value that represents the level of access that a group
or role has to the account. The possible values are:

Read
Edit
All
caseAccessLevel
ShareAccessLevelNoAll Required. A value that represents the level of access that a group
or role has to cases associated with the account. The possible

values are:
None
Read
Edit
contactAccessLevel
ShareAccessLevelNoAll Required. A value that represents the level of access that a group
or role has to contacts associated with the account. The possible

values are:
None
Read
Edit
description
string

characters.
579
Metadata Types
OwnerSharingRule
Field
Field Type
Description
name
string

the user interface.
opportunityAccessLevel ShareAccessLevelNoAll Required. A value that represents the level of access that a group
or role is granted for any associated opportunity. The possible

values are:
None
Read
Edit
CampaignOwnerSharingRule
Represents a sharing rule for a campaign with users other than the owner. It extends the OwnerSharingRule metadata type and inherits
CampaignOwnerSharingRule is used by the ownerRules field in CampaignSharingRules.
Field
Field Type
Description
campaignAccessLevel
ShareAccessLevelNoNone A value that represents the level of access that a group or role
is granted for a campaign. The possible values are:

Read
Edit
All
description
string

characters.
name
string
Name for the sharing rule. Corresponds to Label in the user

interface.
CaseOwnerSharingRule
Represents a sharing rule for a case with users other than the owner. It extends the OwnerSharingRule metadata type and inherits its
fullName, sharedFrom, and sharedTo fields.
CaseOwnerSharingRule is used by the ownerRules field in CaseSharingRules. All the following fields are required.
Field
Field Type
Description
caseAccessLevel
ShareAccessLevelReadEdit Required. A value that represents the level of access that a group
or role is granted for a case. The possible values are:

Read
Edit
580
Metadata Types
OwnerSharingRule
Field
Field Type
Description
description
string

characters.
name
string

the user interface.
ContactOwnerSharingRule
Represents a sharing rule for a contact with users other than the owner. It extends the OwnerSharingRule metadata type and inherits
ContactOwnerSharingRule is used by the ownerRules field in ContactSharingRules.
Field
Field Type
Description
contactAccessLevel
or role is granted for a contact. The possible values are:

Read
Edit
description
string

characters.
name
string

the user interface.
LeadOwnerSharingRule
Represents a sharing rule for a lead with users other than the owner. It extends the OwnerSharingRule metadata type and inherits its
fullName, sharedFrom, and sharedTo fields.
LeadOwnerSharingRule is used by the ownerRules field in LeadSharingRules.
Field
Field Type
Description
leadAccessLevel
or role is granted for a lead. The possible values are:

Read
Edit
description
string

characters.
581
Metadata Types
OwnerSharingRule
Field
Field Type
Description
name
string
Required. Required. Name for the sharing rule. Corresponds to

Label in the user interface.
OpportunityOwnerSharingRule
Represents a sharing rule for an opportunity with users other than the owner. It extends the OwnerSharingRule metadata type and
inherits its fullName, sharedFrom, and sharedTo fields.
OpportunityOwnerSharingRule is used by the ownerRules field in OpportunitySharingRules.
Field
Field Type
Description
name
string

the user interface.
description
string

characters.
opportunityAccessLevel ShareAccessLevelReadEdit Required. A value that represents the level of access that a group
or role is granted for an opportunity. The possible values are:

Read
Edit
AccountTerritorySharingRule
Represents a rule for sharing an account within a territory. It extends the OwnerSharingRule metadata type and inherits its fullName,
sharedFrom, and sharedTo fields.
AccountTerritorySharingRule is used by the ownerRules field in AccountTerritorySharingRules.
Field
Field Type
Description
accountAccessLevel
ShareAccessLevelNoNone Required. A value that represents the level of access that a
Territory or TerritoryAndSubordinates group is granted for an

account territory. The possible values are:
Read
Edit
All
caseAccessLevel
ShareAccessLevelNoAll Required. A value that represents the level of access that a
Territory or TerritoryAndSubordinates group is granted for all

child cases to an account. The possible values are:
None
Read
582
Metadata Types
Field
OwnerSharingRule
Field Type
Description
Edit
contactAccessLevel
ShareAccessLevelNoAll Required. A value that represents the level of access that a

related contacts on an account. The possible values are:
None
Read
Edit
description
string

characters.
name
string

the user interface.
opportunityAccessLevel ShareAccessLevelNoAll Required. A value that represents the level of access that a

opportunities associated with an account. The possible values
are:
None
Read
Edit
CustomObjectOwnerSharingRule
Represents a sharing rule for custom objects. It extends the OwnerSharingRule metadata type and inherits its fullName, sharedFrom,
and sharedTo fields.
CustomObjectOwnerSharingRule is used by the ownerRules field in CustomObjectSharingRules.
Field
Field Type
Description
accessLevel
string
Required. A value that represents the level of access that a group

or role is granted to a custom object. The possible values are:
Read
Edit
All
description
string

characters.
name
string

the user interface.
583
Metadata Types
SharingSet
UserMembershipSharingRule
Represents a sharing rule to share members of a group with another group of users. It extends the OwnerSharingRule metadata type
and inherits its fullName, sharedFrom, and sharedTo fields.
UserMembershipSharingRule is used by the ownerRules field in UserSharingRules on page 568.
Field
Field Type
Description
description
string

characters.
name
string

the user interface.
userAccessLevel
or role is granted for a user. The possible values are:

Read
Edit
SharingSet
Represents a sharing set. A sharing set defines an access mapping that grants portal or community users access to objects that are
associated with their accounts or contacts. This type extends the Metadata metadata type and inherits its fullName field.
For example, you can grant portal or community users access to all cases related to their account record. Similarly, you can grant portal
or community users access to all cases related to a parent account that is identified on the users account record. For more information,
see Sharing Set Overview in the Salesforce Help.

SharingSet components have the suffix .sharingSet and are stored in the sharingSets folder.
Version
SharingSet components are available in API version 30.0 and later.
Fields
Field Name
Field Type
Description
accessMappings
AccessMapping[]
A list of access mappings on a sharing set.
description
string
The sharing set description. Limit: 255 characters.
name
string
Required. The unique identifier for API access. Corresponds to Sharing

Set Name on the user interface.
584
Metadata Types
SharingSet
Field Name
Field Type
Description
profiles
string[]
The profiles of users that are granted access to the target objects. Valid
values are:
Authenticated Website
Customer Community User
Customer Community Login User
High Volume Customer Portal User
Overage Authenticated Website User
Overage High Volume Customer Portal User
AccessMapping
AccessMapping represents an access mapping in the sharing set, which grants access to a target object by looking up to an account or
contact associated with the user.
You can grant portal users access to a target object, or to both a target object and its associated objects, such as an account and its
contacts and cases.
Field Name
Field Type
Description
accessLevel
string
The target object access level granted to the portal user. Valid values are:
Read
Edit
objectField
string
A lookup to the target object, which supports standard or custom fields, or an

Id. For accounts or cases associated with entitlements, use
Entitlement.Account or Entitlement.Case.
object
string
The target object to which the portal user is gaining access, and refers to one
of the following:
Account
Contact
Case
ServiceContract
User
Custom Objects (e.g. ObjA__c)
Portal users gain access to all order entitlements and order items under an
account to which they have access.
userField
string
The users lookup to an account, contact, or a standard or custom field derived

from an account or contact. Either the user or the users manager can be used
in the lookup. Valid values are:
Account
Account.Field
585
Metadata Types
Field Name
SharingSet
Field Type
Description
Contact
Contact.Field
Manager.Account
Manager.Contact
Field refers to a standard or custom field based on an account or contact.

The following is an example of a SharingSet component that grants users access to all contacts whose ReportsTo fields match the
users contacts.
<SharingSet xmlns="http://soap.sforce.com/2006/04/metadata">
<accessMappings>
<objectField>ReportsTo</objectField>
<object>Contact</object>
<userField>Contact</userField>
</accessMappings>
<description>User Access Mapping</description>
<name>User</name>
<profiles>customer community user</profiles>
</SharingSet>
The following is an example of a SharingSet component that grants users access to all cases that are related to an entitlement, which is
associated with the users account.
<name>Case</name>
<accessMappings>
<objectField>Entitlement.Account</objectField>
<object>Case</object>
<userField>Account</userField>
</accessMappings>
</SharingSet>
The following is an example of a SharingSet component with a list of access mappings.

<description>This is a basic sharing set with several access mappings.</description>
<name>Basic</name>
<profiles>customer community user</profiles>
<accessMappings>
<objectField>Id</objectField>
<object>Account</object>
586
Metadata Types
SiteDotCom
</accessMappings>
<accessMappings>
<objectField>Account</objectField>
<object>Contact</object>
</accessMappings>
<accessMappings>
<objectField>Contact</objectField>
<object>Case</object>
<userField>Contact</userField>
</accessMappings>
<accessMappings>
<objectField>AccountLookup__c</objectField>
<object>HVPUAccessible__c</object>
</accessMappings>
</SharingSet>

<fullName>SharingSetBasic</fullName>
<types>
<members>HVPUAccessible__c.AccountLookup__c</members>
<members>HVPUAccessible__c.ContactLookup__c</members>
</types>
<types>
<members>HVPUAccessible__c</members>
</types>
<types>
<members>Basic</members>
<name>SharingSet</name>
<types>
</Package>
SiteDotCom
Represents a site for deployment. It extends the MetadataWithContent type and inherits its fullName and content fields.

SiteDotCom components are stored in the siteDotComSites directory of the corresponding package directory. The file name for
the metadata .xml file is [sitename].site-meta.xml. The file name for the site file is [sitename].site
587
Metadata Types
Skill
Note: There is a file size limitation when using the Metadata API to deploy a site from sandbox to production. The assets in the
.site file cant be larger than 40 MB. The site gets created, but the assets show in the new site as broken. To fix the assets, export
the assets from the sandbox environment separately and then import them into your new site.
Version
SiteDotCom components are available in API version 30.0 and later.
Fields
Field
Field Type
Description
label
string
The name of the site you are deploying.
siteType
string)
Required. Identifies whether the site is a

ChatterNetworkPicasso site for Salesforce
Communities sites, or a Siteforce site for
Site.com sites.

Sample XML definitions for SiteDotCom are shown below.
<SiteDotCom xmlns="http://soap.sforce.com/2006/04/metadata">
<label>testsite</label>
<siteType>Siteforce</siteType>
</SiteDotCom>

<SiteDotCom xmlns="http://soap.sforce.com/2006/04/metadata">
<label>testCommunity</label>
<siteType>ChatterNetworkPicasso</siteType>
</SiteDotCom>
Skill
Represents the settings for a skill used to route chats to agents in Live Agent, such as the name of the skill and which agents the skills
are assigned to. This type extends the Metadata metadata type and inherits its fullName field.

Skill values are stored in the <developer_name>.skill file in the skills directory.
588
Metadata Types
Skill
Version
Skill is available in API version 28.0 and later.
Fields
Field Name
Field Type
Description
assignments
SkillAssignments
Specifies how skills are assigned to Live Agent users. Skills

can be assigned to sets of users or sets of profiles.
label
string
Specifies the name of the skill.
SkillAssignments
Represents which users and user profiles to whom specific skills are assigned.
Fields
Field Name
Field Type
Description
profiles
SkillProfileAssignments
Specifies the profiles that are associated with a specific skill.
users
SkillUserAssignments
Specifies the users that are associated with a specific skill.
SkillProfileAssignments
Represents the profiles that are associated with a specific skill.
Fields
Field Name
Field Type
Description
profile
string
Specifies the custom name of the profile associated with a

specific skill.
SkillUserAssignments
Represents the users that are associated with a specific skill.
589
Metadata Types
StaticResource
Fields
Field Name
Field Type
Description
user
string
Specifies the username of the user associated with a specific

skill.

This is a sample of a skill file.
<Skill xmlns="http://soap.sforce.com/2006/04/metadata">
<label>My Skill 1</label>
<assignments>
<profiles>
<profile>LiveAgentOperator</profile>
<profile>LiveAgentSupervisor</profile>
</profiles>
<users>
</users>
</assignments>
</Skill>
StaticResource
Represents a static resource file, often a code library in a ZIP file. This metadata type extends the MetadataWithContent component and
shares its fields.
Static resources allow you to upload content that you can reference in a Visualforce page, including archives (such as .zip and .jar files),
images, style sheets, JavaScript, and other files.

The file suffix is .resource for the template file. The accompanying metadata file is named resource-meta.xml.
Static resource components are stored in the staticresources folder in the corresponding package directory.
Version
Static resources are available in API version 12.0 and later.
Fields
590
Metadata Types
Field Name
SynonymDictionary
Field Type
cacheControl StaticResourceCacheControl
Description
Required. Indicates whether the static resource is marked with a public caching
tag so that a third-party delivery client can cache the content. This is a new field
in API version 14.0. The valid values are:
Private
Public
content
base64Binary
The static resource content. Base 64-encoded binary data. Prior to making an
API call, client applications must encode the binary attachment data as base64.
Upon receiving a response, client applications must decode the base64 data to
binary. This conversion is usually handled for you by a SOAP client. This field is
inherited from the MetadataWithContent component.
contentType
string
Required. The content type of the file, for example text/plain.
description
string
The description of the static resource.
fullName
string
The static resource name. The name can only contain characters, letters, and the
underscore or contain two consecutive underscore characters.
Inherited from the Metadata component, this field is not defined in the WSDL
for this component. It must be specified when creating, updating, or deleting.
See create() to see an example of this field specified for a call.

<StaticResource xmlns="http://soap.sforce.com/2006/04/metadata">
<contentType>text/plain</contentType>
<description>Test Resource</description>
</StaticResource>
SynonymDictionary
Represents a set of synonym groups, which are groups of words or phrases that are treated as equivalent in users searches. You can
define synonym groups to optimize search results for acronyms, variations of product names, and other terminology unique to your
organization. Synonyms are available in Service Cloud features such as Salesforce Knowledge. This type extends the Metadata metadata

SynonymDictionary components have the suffix .synonymDictionary and are stored in the synonymDictionaries folder.
Version
SynonymDictionary components are available in API version 29.0 and later.
591
Metadata Types
SynonymDictionary

Synonyms must be enabled in your organization. Only users with the Manage Synonyms permission can access this object.
Fields
Field Name
Field Type
Description
groups
SynonymGroup
The synonym groups defined in this dictionary.
isProtected
boolean
Indicates whether this component is protected (true) or not (false).

Protected components cannot be linked to or referenced by components
created in the installing organization.
label
string
Required. Specifies the display name of the synonym dictionary.
SynonymGroup
Represents a group of synonymous words or phrases.
Field Name
Field Type
Description
languages
Language
Required. Specifies the languages the synonym group applies to. If synonyms
are specific to a single language, specify only that language. If the synonyms
apply to multiple languages, specify multiple languages for one synonym
group.
terms
string
Required. A word or phrase synonymous with other terms in the group.

Maximum of 50 characters. Minimum of two terms per group.
Synonym groups are symmetric, which means that if oranges and apples are
defined in a synonym group, a search for oranges will return a match for
apples, and vice versa for a search for apples.

The following is an example of a SynonymDictionary component:
<SynonymDictionary xmlns="http://soap.sforce.com/2006/04/metadata">
<groups>
<languages>en_US</languages>
<terms>Salesforce</terms>
<terms>salesforce.com</terms>
<terms>The Customer Company</terms>
<terms>SFDC</terms>
</groups>
<groups>
<languages>fr</languages>
<terms>renault</terms>
592
Metadata Types
Territory
<terms>clio</terms>
</groups>
<label>Sample Dictionary</label>
</SynonymDictionary>
The following is an example package.xml that references the SynonymDictionary component.

<types>
<members>Sample Dictionary</members>
<name>SynonymDictionary</name>
</types>
</Package>
Usage
If you have existing synonym groups defined before API version 29.0, your existing groups are associated with a default dictionary called
_Default.
If you have a set of synonyms that require frequent updates, we recommend assigning the synonym group or groups to a dedicated
dictionary with a small number of groups. Each time you deploy an existing dictionary, all of its synonym groups are overwritten. We
dont support deploying updates to only a single synonym group within a dictionary.
Territory
Represents a territory in your organization.

The file suffix for territory components is .territory and components are stored in the territories directory of the
corresponding package directory.
Version
Territory components are available in API version 24.0 and later.
Fields
This metadata type extends to subtype RoleOrTerritory.
Field Name
Field Type
Description
accountAccessLevel
string
Specifies whether users in this territory can access accounts that are
assigned to this territory and are otherwise inaccessible. Valid values are:
Read
Edit
All
593
Metadata Types
Field Name
Territory2
Field Type
Description
If your organizations sharing model for accounts is Public Read/Write,
valid values are only Edit and All.
fullName
string
component. Corresponds to Territory Name in the user interface.
parentTerritory
string
The territory above this territory in the territory hierarchy.

The following is the definition of a territory.
<Territory xmlns="http://soap.sforce.com/2006/04/metadata">
<description>Sample Territory</description>
<name>T22name</name>
</Territory>
Territory2
Represents the metadata associated with a sales territory in Territory Management 2.0. This type extends the Metadata metadata type
and inherits its fullName field.Available only if Territory Management 2.0 has been enabled for your organization.

Territory2 components have the suffix territory2 and are stored in the territories folder under the folder for the corresponding
Territory2Model.
Version
Territory2 components are available in API version 32.0 and later.
594
Metadata Types
Territory2

can access only territories that belong to the model in Active state. The Manage Territories permission is required for deploy()
calls for all territory management entities, in addition to the Modify All Data permission required by Metadata API. Using retrieve()
against retrieving without the Manage Territories permission because the call will retrieve only partial data.
Fields
Field Name
Field Type
Description
accountAccessLevel
string
Specifies whether users in this territory can access accounts that are
assigned to this territory and are otherwise inaccessible. Valid values
are:
Read
Edit
All
If your organizations sharing model for accounts is Public Read/Write,
valid values are only Edit and All. If no value is set for this field,
this field value uses the default access level that is specified in
Territory2Settings as permitted by the organizations sharing settings.
caseAccessLevel
string
Specifies whether users in this territory can access cases that are
are:
None
Read
Edit
No value should be specified if your organizations sharing model for
cases/opportunities is Public Read/Write,If no value is set for this field,
contactAccessLevel
string
Specifies whether users in this territory can access contacts that are
are:
None
Read
Edit
contacts is Public Read/Write or Controlled By Parent,
595
Metadata Types
Territory2
Field Name
Field Type
Description
customFields
FieldValue
Values for custom fields defined on the Territory2 object and used by
this territory. Their metadata is captured separately in CustomObject
on page 209. Note the following:
Territory2 and Territory2Model objects do not handle values for
Text Area (Long), Text Area (Rich), and text-encrypted custom fields.
Fields are referenced using their API names. Compound field types
like Geolocation will appear as their constituent column fields. For
example, nnn_Latitude__s, nnn_Longitude__s where
nnn is the field name and the suffixes are the Geolocation
components.
Values of required custom fields are enforced during the
deploy() operation.
description
string
A description of the territory.
name
string
Required. The user interface label for the territory.
opportunityAccessLevel
string
Specifies whether users in this territory can access opportunities that

are assigned to this territory and are otherwise inaccessible. Valid values
are:
None
Read
Edit
cases/opportunities is Public Read/Write,If no value is set for this field,
parentTerritory
string
The name of the territorys parent. When you specify the parent territory,
use the developer name. Do not use the fully qualified name. Custom
fields with no values are retrieved with values of type: <value
xsi:nil="true"/>. You can also use <value
xsi:nil="true"/> syntax to remove existing values in custom
fields.
ruleAssociations
Territory2RuleAssociation Represents an object assignment rule and its association to a territory.

Use the developer name of the rule.
territory2Type
string
Required. The territory type that the territory belongs to.
FieldValue
Represents the values of custom fields on the Territory2 object. Available in API version 32.0 and later.
Field Name
Field Type
Description
name
string
Required. The user interface label for the territory.
596
Metadata Types
Territory2
Field Name
Field Type
Description
value
any type
The value of the field, which can also be null. The field type is specified in
the XML and depends on the field value.
Territory2RuleAssociation
Represents the association of an object assignment rule to a territory. Available in API version 32.0 and later.
Field Name
Field Type
Description
inherited
boolean
Required. Indicates whether the rule is inherited from a parent territory (true)
or local to the current territory (false).
Rule inheritance flows from the parent territory where the rule is created to
the rules descendent territories (if any) in the territory model hierarchy. A local
rule is created within a single territory and affects that territory only.
ruleName
string
Required. The name of a rule associated with the territory. ruleName doesnt
need to be fully qualified because Metadata API assumes that the rule belongs
to the same model as the territory.

The following example shows the definition of a Territory2 component.
<Territory2 xmlns="http://soap.sforce.com/2006/04/metadata"
<name>USA</name>
<description>United States sales</description>
<parentTerritory>Worldwide_Sales</parentTerritory>
<territory2Type>Geo</territory2Type>
<ruleAssociations>
<ruleName>AccRule1</name>
<inherited>True</inherited>
</ruleAssociations>
<ruleAssociations>
<ruleName>AccRule2</name>
<inherited>False</inherited>
</ruleAssociations>
<customFields>
<name>Activation_DateTime__c</name>
<value xsi:type="xsd:dateTime">2014-07-16T05:05:00.000Z</value>
</customFields>
<customFields>
597
Metadata Types
Territory2Model
<name>AutoNumber__c</name>
<value xsi:type="xsd:string">T# 000001</value>
</customFields>
<customFields>
<name>DeactivationDate__c</name>
<value xsi:type="xsd:date">2016-07-12</value>
</customFields>
<customFields>
<name>External_Id__c</name>
<value xsi:type="xsd:string">AB2345</value>
</customFields>
<customFields>
<name>ManagersPhone__c</name>
<value xsi:nil="true"/>
</customFields>
</Territory2>
The following is a package.xml sample. FY13 and FY14 represent the names of territory models and demonstrate that rules
can have identical developer names within different models. A wildcard character (*) in place of the model name can be used to retrieve
all rules in all models in an organization.
<types>
<members>FY13</members>
<name>Territory2Model</name>
</types>
<types>
<members>FY13.USA</members>
<members>FY13.Worldwide_Sales</members>
<members>FY14.APAC</members>
<members>FY14.USA</members>
<name>Territory2</name>
</types>
</Package>
Usage
Triggers defined on Territory2 will not fire during a deploy() operation.
Territory2Model
Represents the metadata associated with a territory model in Territory Management 2.0. This type extends the Metadata metadata type
and inherits its fullName field.Available only if Territory Management 2.0 has been enabled for your organization.
598
Metadata Types
Territory2Model

Territory2Model components have the suffix territory2Model and are stored in the territory2Models folder.
Version
Territory2Model components are available in API version 32.0 and later.

can access only models in Active state. The Manage Territories permission is required for deploy() calls for all territory
management entities, in addition to the Modify All Data permission required by Metadata API. Using retrieve() without the
Manage Territories permission will return only entities that belong to a Territory2Model in Active state. We recommend against
retrieving without the Manage Territories permission because the call will retrieve only partial data.
Fields
Field Name
Field Type
Description
customFields
FieldValue
Custom fields defined on the Territory2Model object and used by this

model. Their metadata is captured separately.
Territory2 and Territory2Model objects do not handle values for Text
Area (Long), Text Area (Rich), and text-encrypted custom fields.
Fields are referenced using their API names. Compound field types
like Geolocation will appear as their constituent column fields. For
example, nnn_Latitude__s, nnn_Longitude__s where
nnn is the field name and the suffixes are the Geolocation
components.
Values of required custom fields are enforced during the
deploy() operation.
description
string
A description for the territory model.
name
string
Required. The user interface label for the territory model..

The following example shows the definition of a Territory2Model component.
<Territory2Model xmlns="http://soap.sforce.com/2006/04/metadata"
<name>FY13</name>
<description>Geographic allocation</description>
599
Metadata Types
Territory2Rule
<customFields>
<name>Activation_DateTime__c</name>
<value xsi:type="xsd:dateTime">2014-07-16T05:05:00.000Z</value>
</customFields>
<customFields>
<name>AutoNumber__c</name>
<value xsi:type="xsd:string">M# 000001</value>
</customFields>
<customFields>
<name>DeactivationDate__c</name>
<value xsi:type="xsd:date">2016-07-12</value>
</customFields>
<customFields>
<name>External_Id__c</name>
<value xsi:nil="true"/>
</customFields>
</Territory2Model>
Usage
The retrieve() call will not return models in these four states: Cloning, Cloning Failed, Deleting, and Deletion
Failed.
Whenever a model is created, its initial state is Planning. You can only do a deploy() operation for models in Planning
or Active state. The same requirement applies to territories and rules associated with those models. For example, you might have
a model in Planning state on a sandbox org, and a model with the same developer name in Archived state on your production
org. The deploy() operation on production will fail because that models state is Archived and that state prevents changes
to the model.
Because of the state restrictions, if you have territory models in different organizations with identical developer names and you
attempt a deploy() operation, Metadata API will attempt to create new models, but that operation will fail because of the
developer name conflict. For example, you might have a model in Planning state on a sandbox org, and a model with the same
developer name in Archived state on your production org. The deploy() operation on production will fail because that
models state is Archived and that state prevents changes to the model.
If you try to delete a model that has territories, then the delete() call will change the models state to Deleting and cascade
delete all territories, rules, and user associations in the model. Deleting may take some time depending on the number of territries
in the model.
Whenever a model is created, its initial state is Planning. If a model with the same developer name already exists, it will already
have a state, so we do not include the State field in Territory2.
Territory2Rule
Represents the metadata associated with a territory assignment rule associated with an object, such as Account, in Territory Management
2.0. This type extends the Metadata metadata type and inherits its fullName field.Available only if Territory Management 2.0 has
been enabled for your organization.
600
Metadata Types
Territory2Rule

Territory2Rule components have the suffix territory2Rule and are stored in the rules folder under the folder for the
corresponding Territory2Model.
Version
Territory2Rule components are available in API version 32.0 and later.
Special Access
can access only rules that belong to the model in Active state. The Manage Territories permission is required for deploy() calls
for all territory management entities, in addition to the Modify All Data permission required by Metadata API. Using retrieve()
against retrieving without the Manage Territories permission because the call will retrieve only partial data.The SOAP API and the user
interface require that a user attempting to create or edit a rules has field-level security access to the fields referenced in the rule item.
This restriction is relaxed for Metadata API deploy() operations, as those require Modify All Data and Manage Territories permissions.
Modify All Data is the base permission requirement for all Metadata API operations.
Fields
Field Name
Field Type
Description
active
boolean
Required. Indicates whether the rule is active (true) or inactive

(false). Via the API, active rules run automatically when object records
are created and edited. The exception is when the value of the
IsExcludedFromRealign field on an object record is true,
which prevents record assignment rules from evaluating that record.
booleanFilter
string
An advanced filter condition. For example: (1 AND 2) OR 3.

Numbering must start at 1 and must be contiguous.
name
string
Required. The user interface label for the rule.
objectType
string
Required. The object that the rule is defined for. For API version 32.0, the
only available object is Account.
ruleItems
Territory2RuleItem
on page 601
The items that define a rules the selection criteria, such as Billing
State equals California.
Territory2RuleItem
Represents the association of a rule item to a rule. Available in API version 32.0 and later.
Field Name
Field Type
Description
field
string
The standard or custom object field that the rule item operates on.
601
Metadata Types
Territory2Rule
Field Name
Field Type
Description
operation
FilterOperation
The criterion to apply for the rule item. For example: equals or starts
(enumeration of type with.
string)
value
string
The field value or values to evaluate. For example: if the field is Billing
ZIP/Postal Code, a value might be 94105.

The following example shows the definition of a Territory2RuleItem component.
<Territory2Rule xmlns="http://soap.sforce.com/2006/04/metadata">
<label>Northern CA</label>
<description>To capture northern CA based accounts</description>
<objectType>Account</objectType>
<active>True</active>
<ruleItems>
<field>BillingZip</field>
<value><94105,94404,94536/value>
</ruleItems>
<ruleItems>
<field>Industry</field>
<value>IT</value>
</ruleItems>
<ruleItems>
<field>someCustomField__c</field>
<operation>greater_than</operation>
<value>50000</value>
</ruleItems>
<booleanFilter>(1 OR 2) AND 3</booleanFilter>
</Territory2Rule>
The following is a package.xml sample. FY13 and FY14 represent names of territory models and demonstrate that rules can
have identical developer names within different models. A wildcard character (*) in place of the model name can be used to retrieve all
rules in all models in an organization.
<types>
<name>Territory2Model</name>
</types>
<types>
<members>FY13.AccRule1</members>
602
Metadata Types
Territory2Type
<members>FY14.AccRule1</members>
<name>Territory2Rule</name>
</types>
</Package>
Usage
A territory rule can have up to 10 rule items.
The sort order of rule items is implicitly derived from the position of the rule items in the XML
Rules cant be run via Metadata API.
Territory2Type
Represents the metadata for a category of territories in Territory Management 2.0. Every Territory2 must have a Territory2Type. This type
extends the Metadata metadata type and inherits its fullName field.Available only if Enterprise Territory Management has been
enabled for your organization.

Territory2Type components have the suffix territory2Type and are stored in the territory2Types folder.
Version
Territory2Type components are available in API version 32.0 and later.

Users without the Manage Territories permission will be able to retrieve all the Territory2Types in the organization. Manage Territories
permission is required for the deploy() operation, in addition to the Modify All Data permission required by the Metadata API.
Fields
Field Name
Field Type
Description
description
string
A description of the territory type.
name
string
Required. The user interface label for the territory type.
priority
int
Required. Used for Filter-Based Opportunity Territory Assignment

(Pilot in Spring 15 / Metadata API version 33). Lets you specify a
priority for a territory type. For opportunity assignments, the filter
examines all territories assigned to the account that the opportunity
is assigned to. The account-assigned territory whose territory type
priority is highest is then assigned to the opportunity. The
603
Metadata Types
Field Name
Field Type
Description
priority field value on each territory type must be unique.
Further, if there are multiple territories with the same territory type
(and therefore the same priority) assigned to the account, no territory
is not assigned to the opportunity.

The following example shows the definition of a Territory2Type component.
<Territory2Type xmlns="http://soap.sforce.com/2006/04/metadata">
<name>Geo</name>
<description>Geographic allocation</description>
</Territory2Type>
Usage
Represents a transaction security policy definition. This type extends the Metadata metadata type and inherits its fullName field.

TransactionSecurityPolicy components have the suffix .transactionSecurityPolicy and are stored in the
transactionSecurityPolicies folder.
Version
TransactionSecurityPolicy components are available in API version 35.0 and later.
Fields
Field Name
Field Type
Description
action
TransactionSecurityAction
Required. Describes the action to take when the matching

Transaction Security policy is triggered.
active
boolean
Required. If true, the policy is enabled and is actively monitoring

its event.
apexClass
string
Required. The name of the class that implements the

TxnSecurity.PolicyCondition interface for this policy.
604
Metadata Types
Field Name
Field Type
Description
eventType
MonitoredEvents (enumeration Indicates which type of event is being monitored. Valid values are:
of type string)
AccessResourceNotifies you when the selected
resource has been accessed.
AuditTrailReserved for future use.
DataExportNotifies you when the selected object type
has been exported using the Data Loader API client.
EntityNotifies you on use of an object type such as an
authentication provider or client browser.
LoginNotifies you when a user logs in.
executionUser
string
Required. The name of the user to notify when the policy is

triggered, if any notifications have been selected. This user must
have the System Administrator profile.
resourceName
string
Required. A resource used to narrow down the conditions under

which the policy triggers. For example, with a Login event, you
can add a resource to specify that only a specific login URL triggers
the policy. The resources available depend on the Event Type
field. Valid resources are grouped below by event type.
AccessResourceEventTimestamp, SessionLevel, SourceIp
DataExportEventTimestamp, SessionLevel, SourceIp
EntityAuthorizeUrl, ConsumerKey, ConsumerSecret,
DefaultScopes, DeveloperName, ErrorUrl, FriendlyName,
IconUrl, IdTokenIssuer, LogoutUrl, TokenUrl, UserInfoUrl
LoginApiType, ApiVersion, Application, Browser,
ClientVersion, LoginUrl, Platform, Status
TransactionSecurityAction
Describes the action to take when the matching Transaction Security policy is triggered.
Field Name
Field Type
Description
block
boolean
Required. If true, the requested operation is blocked. This action

only applies to Login and AccessResource events.
endSession
boolean
Required. If true, a current session must be closed before a new

session can be started. This action only applies to Login events.
notifications
TransactionSecurityNotification[] Specifies how to notify the ystem administrator when the action
is triggered. There can be none, one, or multiple notifications.
twoFactorAuthentication boolean
Required. If true, two-factor authentication is required for a

higher level of access before the requested operation can continue.
This action only applies to Login and AccessResource events.
605
Metadata Types
Translations
TransactionSecurityNotification
Describes who to notify and how to notify them when the matching Transaction Security policy is triggered.
Field Name
Field Type
Description
inApp
boolean
True if an in-app notification is selected.
sendEmail
boolean
True if an email notification is selected.
user
string
The administrator to receive the notification. This user must belong

to the System Administrator profile.

The following is an example of a TransactionSecurityPolicy component.
<TransactionSecurityPolicy xmlns="http://soap.sforce.com/2006/04/metadata">
<action>
<block>true</block>
<endSession>false</endSession>
<notifications>
<inApp>false</inApp>
<sendEmail>true</sendEmail>
</notifications>
<twoFactorAuthentication>false</twoFactorAuthentication>
</action>
<apexClass>TxnSecurityMdApiPolicy</apexClass>
<eventType>Login</eventType>
<executionUser>[email protected]</executionUser>
<resourceName>LoginHistory</resourceName>
</TransactionSecurityPolicy>
The following is an example package manifest used to deploy or retrieve the transaction security metadata for an organization.
<types>
<members>MySecurityPolicy</members>
<name>TransactionSecurityPolicy</name>
</types>
</Package>
Translations
This metadata type allows you to work with translations for various supported languages. This type extends the Metadata metadata
type and inherits its fullName field. The ability to translate component labels is part of the Translation Workbench. For more information,
see Enable and Disable the Translation Workbench in the Salesforce online help.
606
Metadata Types
Translations
Language
Salesforce offers three levels of language support: fully supported languages, end-user languages, and platform-only languages. Each
language is identified by a two-character language code, such as en, or a five-character locale code, such as en_AU.
Note: Setting a default locale is different from setting a default language.
Salesforce offers full support for the following languages.
Chinese (Simplified): zh_CN
Chinese (Traditional): zh_TW
Danish: da
Dutch: nl_NL
English: en_US
Finnish: fi
French: fr
German: de
Italian: it
Japanese: ja
Korean: ko
Norwegian: no
Portuguese (Brazil): pt_BR
Russian: ru
Spanish: es
Spanish (Mexico): es_MX
Swedish: sv
Thai: th
End-user languages are useful if you have a multilingual organization or partners who speak languages other than your companys
default language. For end-user languages, Salesforce provides translated labels for all standard objects and pages, except administrative
pages, Setup, and Help. When you specify an end-user language, labels and Help that arent translated appear in English. End-user
languages are intended only for personal use by end users. Dont use end-user languages as corporate languages. Salesforce doesnt
provide customer support in end-user languages.
End-user languages include:
Arabic: ar
Bulgarian: bg
Croatian: hr
Czech: cs
English (UK): en_GB
Greek: el
Hebrew: iw
Hungarian: hu
Indonesian: in
Polish: pl
607
Metadata Types
Translations
Portuguese (Portugal): pt_PT

Romanian: ro
Slovak: sk
Slovenian: sl
Turkish: tr
Ukrainian: uk
Vietnamese: vi
Note: Salesforce provides limited support for right-to-left languagesArabic and Hebrewfor the following features.
Live Agent
Cases
Accounts
These features are not supported in Lightning Experience, the Salesforce1 mobile app, any other mobile app or mobile browser,
or any user interface except Salesforce Classic. There is no guarantee that right-to-left languages function correctly with any other
Salesforce features. There are no plans to expand the list of supported features.
Features that arent supported for right-to-left languages include, but are not limited to, the following.
Report Builder
Generating quote PDFs
Customizable forecasting
Emails
Salesforce Knowledge
Feeds
Communities
The absence of a feature from this list does not imply support. Only Live Agent, Cases, and Accounts are supported with right-to-left
languages.
In situations where Salesforce doesnt provide default translations, use platform-only languages to localize apps and custom functionality
that youve built on the Salesforce App Cloud. You can translate items such as custom labels, custom objects, and field names. You can
also rename most standard objects, labels, and fields. Informative text and non-field label text arent translatable.
Platform-only languages are available in all places where you can select a language in the application. However, when you select a
platform-only language, all standard Salesforce labels default to English or, in select cases, to an end-user or fully supported language.
Albanian: sq
Arabic (Algeria): ar_DZ
Arabic (Bahrain): ar_BH
Arabic (Egypt): ar_EG
Arabic (Iraq): ar_IQ
Arabic (Jordan): ar_JO
Arabic (Kuwait): ar_KW
Arabic (Lebanon): ar_LB
Arabic (Libya): ar_LY
Arabic (Morocco): ar_MA
Arabic (Oman): ar_OM
608
Metadata Types
Translations
Arabic (Qatar): ar_QA

Arabic (Saudi Arabia): ar_SA
Arabic (Sudan): ar_SD
Arabic (Syria): ar_SY
Arabic (Tunisia): ar_TN
Arabic (United Arab Emirates): ar_AE
Arabic (Yemen): ar_YE
Armenian: hy
Basque: eu
Bosnian: bs
Bengali: bn
Chinese (SimplifiedSingapore): zh_SG
Chinese (TraditionalHong Kong): zh_HK
English (Australia): en_AU
English (Canada): en_CA
English (Hong Kong): en_HK
English (India): en_IN
English (Ireland): en_IE
English (Malaysia): en_MY
English (Philippines): en_PH
English (Singapore): en_SG
English (South Africa): en_ZA
Estonian: et
French (Belgium): fr_BE
French (Canada): fr_CA
French (Luxembourg): fr_LU
French (Switzerland): fr_CH
Georgian: ka
German (Austria): de_AT
German (Luxembourg): de_LU
German (Switzerland): de_CH
Hindi: hi
Icelandic: is
Irish: ga
Italian (Switzerland): it_CH
Latvian: lv
Lithuanian: lt
Luxembourgish: lb
Macedonian: mk
Malay: ms
609
Metadata Types
Translations
Maltese: mt
Romanian (Moldova): ro_MD
Montenegrin: sh_ME
Romansh: rm
Serbian (Cyrillic): sr
Serbian (Latin): sh
Spanish (Argentina): es_AR
Spanish (Bolivia): es_BO
Spanish (Chile): es_CL
Spanish (Colombia): es_CO
Spanish (Costa Rica): es_CR
Spanish (Dominican Republic): es_DO
Spanish (Ecuador): es_EC
Spanish (El Salvador): es_SV
Spanish (Guatemala): es_GT
Spanish (Honduras): es_HN
Spanish (Nicaragua): es_NI
Spanish (Panama): es_PA
Spanish (Paraguay): es_PY
Spanish (Peru): es_PE
Spanish (Puerto Rico): es_PR
Spanish (United States): es_US
Spanish (Uruguay): es_UY
Spanish (Venezuela): es_VE
Tagalog: tl
Tamil: ta
Urdu: ur
Welsh: cy

Translations are stored in a file with a format of localeCode.translation, where localeCode is the locale code of the
translation language. For example, the file name for German translations is de.translation. The supported locale codes are listed
in Language.
Custom object translations are stored in the translations folder in the corresponding package directory.
Version
Translations components are available in API version 14.0 and later.
610
Metadata Types
Translations
Fields
Field
Field Type
Description
customApplications
CustomApplicationTranslation[]
A list of custom application translations.
customLabels
CustomLabelTranslation[]
A list of custom label translations.
customPageWebLinks
CustomPageWebLinkTranslation[]
A list of translations for web links defined in a home page

component.
customTabs
CustomTabTranslation[]
A list of custom tab translations.
fullName
string
Required. The language code; for example, de for

German.
creating, updating, or deleting. See create() to see
an example of this field specified for a call.
quickActions
GlobalQuickActionTranslation[]
A list of global (rather than object-specific) quick actions.
reportTypes
ReportTypeTranslation[]
A list of report type translations.
scontrols
ScontrolTranslation[]
A list of s-control translations.
CustomApplicationTranslation
CustomApplicationTranslation contains details for a custom application translation. For more details, see CustomApplication.
Field
Field Type
Description
label
string
Required. The translated custom application name. Maximum

of 765 characters.
name
string
Required. The name of the custom application.
CustomLabelTranslation
CustomLabelTranslation contains details for a custom label translation. For more details, see CustomLabels.
Field
Field Type
Description
label
string
Required. The translated custom label name. Maximum of 765

characters.
name
string
Required. The custom label name.
611
Metadata Types
Translations
CustomPageWebLinkTranslation
CustomPageWebLinkTranslation contains details for a translation of a web link defined in a home page component. For more details,
see CustomPageWebLink.
Field
Field Type
Description
label
string
Required. The translated web link.
name
string
Required. The name of the web link.
CustomTabTranslation
CustomTabTranslation contains details for a translation of a custom tab. For more details, see CustomTab.
Field
Field Type
Description
label
string
Required. The translated custom tab name.
name
string
Required. The custom tab name.
GlobalQuickActionTranslation
GlobalQuickActionTranslation contains details for the translation of a quick action, globally. For more information, see QuickAction.
Field
Field Type
Description
label
string
Required. The translated quick action name, globally.
name
string
Required. The quick action name.
ReportTypeTranslation
ReportTypeTranslation contains details for a translation of a custom report type. For more details, see ReportType.
Field
Field Type
Description
description
string
The translated report type description.
label
string
The translated report type name.
name
string
Required. The name of the report type.
sections
ReportTypeSectionTranslation[]
A list of report type section translations.
ReportTypeSectionTranslation
ReportTypeSectionTranslation contains details for a report type section translation.
612
Metadata Types
Translations
Field
Field Type
Description
columns
ReportTypeColumnTranslation[]
A list of report type column translations.
label
string
The translated report type section name.
name
string
Required. The name of the report type section.
ReportTypeColumnTranslation
ReportTypeColumnTranslation contains details for a report type column translation.
Field
Field Type
Description
label
string
Required. The translated report type column name.
name
string
Required. The report type column name.
ScontrolTranslation
Important: Visualforce pages supersede s-controls. Organizations that havent previously used s-controls cant create them.
Existing s-controls are unaffected, and can still be edited.
ScontrolTranslation contains details for a translation of an s-control. For more information, see About S-Controls in the Salesforce online
help.
Field
Field Type
Description
label
string
Required. The translated s-control name.
name
string
Required. The name of the s-control.

A sample XML definition of a translations component is shown below.
<Translations xmlns="http://soap.sforce.com/2006/04/metadata">
<customApplications>
<label>Angebot-Manager</label>
<name>Quote Manager</name>
</customApplications>
<customLabels>
<label>Dieses ist ein manuelles Angebot</label>
<name>quoteManual</name>
</customLabels>
</Translations>
613
Metadata Types
WaveApplication (Pilot)
Usage
When you use the retrieve() call to get translations in your organization, the files returned in the .translations folder only
include translations for the other metadata types referenced in package.xml. For example, the following package.xml file
contains types elements that match all custom applications, custom labels, Web links defined in home page components, custom
tabs, report types, and s-controls. Translations for all these metadata types are returned because each metadata type is explicitly listed
in package.xml.
<types>
</types>
<types>
<name>CustomLabels</name>
</types>
<types>
<name>CustomPageWebLink</name>
</types>
<types>
</types>
<types>
<name>ReportType</name>
</types>
<types>
<name>Scontrol</name>
</types>
<types>
<name>Translations</name>
</types>
</Package>
SEE ALSO:
CustomLabels
WaveApplication (Pilot)
This metadata represents the Wave Analytics Application.
Represents the Wave Application.
614
Metadata Types
WaveDataset (Pilot)

WaveApplication components have the suffix .wapp and are stored in the wave folder.
Version
WaveApplication components are available in API version 36.0 and later.

The WavePackaging permission is required to access this type.
Fields
Field Name
Field Type
Description
assetIcon
string
The icon that represents the Wave application.
description
string
The description that appears in the user interface.
folder
string
The internal api name of the folder or application.
masterLabel
string
The user interface label name of the folder or application.
shares
FolderShare
The folder sharing rules.

The following is an example of a WaveApplication component.
<WaveApplication xmlns="http://soap.sforce.com/2006/04/metadata">
<assetIcon>/analytics/wave/web/proto/images/app/icons/11.png</assetIcon>
<description>Application that shows my sales</description>
<folder>edit</folder>
<masterLabel>Sales Application</masterLabel>
<shares>
<accessLevel>EditAllContents</accessLevel>
<sharedTo>[email protected]</sharedTo>
<sharedToType>User</sharedToType>
</shares>
</WaveApplication>
WaveDataset (Pilot)
This metadata reperesents the WaveDataset object in the Wave Analytics Application.
Represents the WaveDataset object in the Wave Analytics Application.
615
Metadata Types
WaveTemplateBundle

WaveDataset components have the suffix .wds and are stored in the wave folder.
Version
WaveDataset components are available in API version 36.0 and later.

The WavePackaging permission is required to access this type.
Fields
Field Name
Field Type
Description
application
string
The internal name of the application.
description
string
The Dataset description that appears in the user interface.
masterLabel
string
The user interface label name of the Dataset.

The following is an example of a WaveDataset component.
<WaveDataset>
<application>SharedApp</application>
<description>description</description>
<masterLabel>l</masterLabel>
</WaveDataset>
WaveTemplateBundle
Represents a Wave Analytics template bundle, which can be used to create Wave apps. A bundle contains a Wave template definition
and all its related resources.This type extends the Metadata metadata type and inherits its fullName field.
Note: We provide this feature to selected customers through a pilot program that requires agreement to specific terms and
conditions. To be nominated to participate in the program, contact Salesforce. Because pilot programs are subject to change, we
cant guarantee acceptance. This pilot feature isnt generally available, as referenced in this document or in press releases or public
statements. We cant guarantee that it will become generally available within any particular time frame or at all. Make your purchase
decisions only on the basis of generally available features. Services provided by the Wave REST API are subject to change. Support
is not provided.

A Wave template bundle is a folder that contains definition files for a template. Unlike other metadata components, a WaveTemplateBundle
component isnt represented by a single component file, but instead by a collection of JSON and CSV definition files. Each definition file
616
Metadata Types
WaveTemplateBundle
represents a resource in a template, such as lenses, dashboards, dataflows, and comma-separated values. For example, this directory
structure shows the hierarchy of the folders and files for one Wave Template definition, template1.
waveTemplates
template1
template-info.json
variables.json
ui.json
extFiles
PostalCodes.csv
Wave template bundles must be under a top-level folder thats named waveTemplates. Each bundle must have its own subfolder
under the waveTemplates folder and be named with the template's fully qualified API name. The bundle folder must contain a
template-info.json file to specify the metadata about the template and the references to other definition files. An entire bundle doesnt
have a suffix and definition files can have one of the following suffixes.
Suffix
Component Type
.json
JavaScript Object Notation
.csv
Comma-Separated Values
Version
WaveTemplateBundle components are available in API version 35.0 and later.

Definitions can be created in both managed and unmanaged packages.
Fields
Field Name
Field Type
Description
assetIcon
string
The icon to use by default for new Wave apps based on this template.
Valid values are 1.png through 20.png.
description
string
The specification of the template.
label
string
Required. The label of the template.
templateType
string
Required. The type of the template. Valid values are:

App
Dashboard
Lens
617
Metadata Types
Workflow
Workflow
Represents the metadata associated with a workflow rule. A workflow rule sets workflow actions into motion when its designated
conditions are met. You can configure workflow actions to execute immediately when a record meets the conditions in your workflow
rule, or set time triggers that execute the workflow actions on a specific day. For more information, see Workflow in the Salesforce
Help. This type extends the Metadata metadata type and inherits its fullName field. Use this metadata type to create, update, or
delete workflow rule definitions.
When using a manifest file, retrieve all workflow components using the following code:
<types>
<name>Workflow</name>
</types>

Workflow files have the suffix .workflow. There is one file per standard or custom object that has workflow. These files are stored in
the workflows directory of the corresponding package.
Version
Workflow rules are available in API version 13.0 and later.
Workflow
This metadata type represents the valid types of workflow rules and actions associated with a standard or custom object.
Field Name
Field Type
Description
alerts
WorkflowAlert[]
An array of all alerts for the object associated with the workflow.
fieldUpdates
WorkflowFieldUpdate[]
An array of all field updates for the object associated with the
workflow.
flowActions
WorkflowFlowAction[]
An array of flow triggers for the object associated with the

workflow. Available in API version 30.0 and later.
The Process Builder has superseded flow trigger workflow
actions, formerly available in a pilot program. Organizations that
are using flow trigger workflow actions can continue to create
and edit them, but flow trigger workflow actions arent available
for new organizations.
fullName
string
The developer name used as a unique identifier for API access.

The fullName can contain only underscores and
not include spaces, not end with an underscore, and not contain
two consecutive underscores. This field is inherited from the
Metadata component.
618
Metadata Types
Workflow
Field Name
Field Type
Description
knowledgePublishes
WorkflowKnowledgePublish[]
An array of Salesforce Knowledge Workflow Publishes associated

with the workflow. Available in API version 27.0 and later.
outboundMessages
WorkflowOutboundMessage[]
An array of all of the outbound messages for the object

associated with the workflow.
rules
WorkflowRule[]
An array of all the objects associated with the workflow.
tasks
WorkflowTask[]
An array of all the tasks for the object associated with the
workflow.
WorkflowActionReference
WorkflowActionReference represents one of the workflow actions.
Field Name
Field Type
Description
name
string
Required. The name of the workflow action.
type
WorkflowActionType
Required. Available types of workflow actions:
(enumeration of type string) Alert
FieldUpdate
FlowActionAvailable in API version 30.0 and later
OutboundMessage
Task
The Process Builder has superseded flow trigger workflow actions,
formerly available in a pilot program. Organizations that are using
flow trigger workflow actions can continue to create and edit them,
but flow trigger workflow actions arent available for new
organizations.
WorkflowAlert
WorkflowAlert represents an email alert associated with a workflow rule.
Field Name
Field Type
Description
ccEmails
string[]
Additional email addresses. This field is similar to the CC field

in email clients.
For the email to be sent successfully, set a value for
ccEmails or recipients. You can set values for both
fields. The value of ccEmails can include up to five different
email addresses.
description
string
Required. A description of the email alert. Available in API

619
Metadata Types
Workflow
Field Name
Field Type
Description
fullName
string
Required. The developer name used as a unique identifier for

API access. The fullName can contain only underscores
and alphanumeric characters. It must be unique, begin with
a letter, not include spaces, not end with an underscore, and
not contain two consecutive underscores. This field is inherited
protected
boolean
Required. Indicates whether this component is protected

(true) or not (false). Protected components cannot be
linked to or referenced by components created in the installing
organization.
recipients
WorkflowEmailRecipient[]
The recipients for the email.

For the email to be sent successfully, set a value for
ccEmails or recipients. You can set values for both
fields.
senderAddress
string
The address in the From field for the email alert. This allows
you to use a standard global email address for your
organization (such as [email protected]) instead
of the default From field, which is the email address of the
person who updates the record. You can only specify a value
in this field if the senderType is set to
OrgWideEmailAddress. See Organization-Wide
Addresses in the Salesforce Help.
senderType
ActionEmailSenderType
The email used as the sender's From and Reply-To addresses.

The following values are valid:
CurrentUserThe email address of the person
updating the record. This is the default setting.
DefaultWorkflowUserThe email address of the
default workflow user.
OrgWideEmailAddressA verified global email
address for your organization, such as
[email protected].
template
string
Required. Named reference to an EmailTemplate. This email

template does not have to exist in the zip file, but it must exist
in Metadata API.
WorkflowEmailRecipient
WorkflowEmailRecipient represents a recipient for an email alert associated with a workflow rule.
620
Metadata Types
Workflow
Field Name
Field Type
Description
field
string
Name of the field referenced in type. The field named should

be of the type specified in type.
recipient
string
The recipients for the email. Depending on the type selected,

this may be required.
type
ActionEmailRecipientTypes
Named reference to an EmailTemplate component. Valid values

are:
accountOwner - The email is sent to the record's
account owner (for example, the Account owner for an
Opportunity).
accountTeam - Only applicable on the Account object.
The email is sent to everyone on that Account's account
team.
campaignMemberDerivedOwner - Emails are sent
to lead and contact owners when contacts are added to a
campaign or in response to a campaign.
contactLookup - The email is sent to a contact whose
value is looked up from a field on the record. For this value,
the field field must reference a Contact.
creator - The email is sent to the record's creator.
customerPortalOwner - The email is sent to a
specific self-service portal user. For this value, the recipient
field must reference a User (by username), only self-service
portal users.
email - The email is sent to an email address whose value
is looked up from a field on the record. For this value, the
field field must reference an email field.
group - The email is sent to all users in a group. For this
value, the recipient field must reference a group (by group
name).
opportunityTeam - Only applicable on the
Opportunity object. The email is sent to everyone on that
Opportunity's opportunity team.
owner - The email is sent to the record's owner.
partnerUser - The email is sent to a specific partner
user. For this value, the recipient field must reference a User
(by username), only partner users.
portalRole - Like role, but for portal roles only.
portalRoleSubordinates - Like
roleSubordinates, but for portal roles only.
role - The email is sent to all users in a role. For this value,
the recipient field must reference a Role (in the role
hierarchy, by role name).
621
Metadata Types
Field Name
Workflow
Field Type
Description
roleSubordinates - The email is sent to all users in
a role subordinates. For this value, the recipient field must
reference a Role.
roleSubordinatesInternal - Like
roleSubordinates, but for internal portal roles only.
user - The email is sent to a specific user. For this value,
the recipient field must reference a User (by username).
userLookup - The email is sent to a user whose value
is looked up from a field on the record. For this value, the
field field must reference a user foreign key field.
WorkflowFieldUpdate
WorkflowFieldUpdate represents a workflow field update. Field updates allow you to automatically update a field value to one that you
specify when a workflow rule is triggered.
Field Name
Field Type
Description
description
string
The description of the field update. This information is useful to

track the reasoning for initially configuring the field update.
field
string
Required. The field (on the object for the workflow) to be updated.
formula
string
If the operation field value is Formula, this is set to a formula

used to compute the new field value.
fullName
string
Required. The developer name used as a unique identifier for API

access. The fullName can contain only underscores and
not include spaces, not end with an underscore, and not contain
two consecutive underscores. This field is inherited from the
Metadata component.
literalValue
string
If the operation field value is Literal, this is the literal

value for the field.
lookupValue
string
If the operation field value is lookupValue, this is the

lookup value that is referenced.
lookupValueType
LookupValueType
The type of object that the lookupValue field value is

referencing. The valid values are:
Queue
RecordType
User
name
string
Required. A name for the component. Available in version API

16.0 and later.
622
Metadata Types
Workflow
Field Name
Field Type
Description
notifyAssignee
boolean
Required. Notify the assignee when the field is updated.
operation
FieldUpdateOperation
Required. The operation that computes the value with which to

update the field. Valid values are:
Formula - Indicates the field will be set to a formula. If set,
the formula must be a valid formula.
Literal - Indicates the field will be set to a literal value. If
set, the literalValue must be a valid literal value for this field.
LookupValue - Similar to Literal, but for an object
reference, such as a contact, user, account, etc. If set, the
lookupValue element must be set. Only User is supported
in the current API.
NextValue - Indicates that the field will be set to its next
value; this is only allowed when the field update references a
picklist.
Null - Indicates the field will be set to null.
PreviousValue - Indicates that the field will be set to its
previous value; this is only allowed when the field update
references a picklist.
protected
boolean
Required. Indicates whether this component is protected (true)

or not (false). Protected components cannot be linked to or
referenced by components created in the installing organization.
reevaluateOnChange
boolean
When set to true, if the field update changes the fields value, all
workflow rules on the associated object are re-evaluated. Any
workflow rules whose criteria are met as a result of the field value
change will be triggered.
If any of the triggered workflow rules result in another field update
thats also enabled for workflow rule re-evaluation, a domino effect
occurs, and more workflow rules can be re-evaluated as a result
of the newly-triggered field update. This cascade of workflow rule
re-evaluation and triggering can happen up to five times after the
initial field update that started it.
targetObject
string
This is set if the change is detected on a child record. If this is set,

it points to the foreign key reference on the child object (for
example, EmailMessage.ParentId) pointing to the parent
(for example, Case). When set, the formula is based on the child
object (for example, EmailMessage). This field is named
sourceField before version 14.0. The field name change is
automatically handled between versions and does not require
any manual editing of existing XML component files.
623
Metadata Types
Workflow
WorkflowFlowAction
Represents a flow trigger, which is a workflow action that launches a flow. Available in API version 30.0 and later. For more information,
see the following topics in the Salesforce Help.
Define a Flow Trigger for Workflow (Pilot)
Flow Trigger Considerations (Pilot)
Note:
The Process Builder has superseded flow trigger workflow actions, formerly available in a pilot program. Organizations that
are using flow trigger workflow actions can continue to create and edit them, but flow trigger workflow actions arent available
Test mode for flow triggers isnt supported in the Metadata API. If you want a flow trigger to run the latest flow version when
an administrator causes the workflow rule to fire, enable test mode via the user interface after deployment.
Field Name
Field Type
Description
description
string
Describes the flow trigger.
flow
string
Required. Unique name of the flow that this workflow action

launches.
flowInputs
WorkflowFlowActionParameter[]
An array of values to pass into flow variables and sObject variables

when launching the flow.
label
string
Required. Name of the flow trigger.
language
string
protected
boolean
WorkflowFlowActionParameter
Represents a value specified in the flow trigger that is passed into a flow variable or sObject variable when launching the flow.
Note: The Process Builder has superseded flow trigger workflow actions, formerly available in a pilot program. Organizations that
are using flow trigger workflow actions can continue to create and edit them, but flow trigger workflow actions arent available
Field Name
Field Type Description
name
string
Required. Unique name of the variable or sObject variable in the flow.

The flow variable must have isInput set to True.
value
string
Required. Value to assign to the flow variable or sObject variable when launching the flow.
Unlike an sObject variable, which represents an entire Salesforce record in the flow, a flow variable
represents a single field. Therefore, the allowed value depends on whether the name identifies a
flow variable or an sObject variable.
For an sObject variable, the value must be a merge field that identifies a recordor a lookup
relationship field that references a recordof the same object type as the sObject variable. For example:
624
Metadata Types
Field Name
Workflow
Field Type Description

{!this}identifies the record that fired the workflow rule.
{!Contact}identifies the contact associated with the record that fired the workflow rule.
{!Asset.Account}identifies the account associated with the asset that is associated with
the record that fired the workflow rule.
{!SomeObject__r}uses a lookup relationship field to identify a custom object record
associated with the record that fired the workflow rule.
For a flow variable, you can enter a merge field or a literal value. Manually enter a literal value when
the variable should have the same value every time the flow is launched, regardless of which record
fired the workflow rule. For example, you can enter true or false for a variable of type Boolean.
For a flow variable, supported merge fields identify a global variable or a field of the same data type
as the flow variable. For example:
{!Id}ID of the record that fired the workflow rule.
{!Account.Owner.Email}email address of the account owner for the account associated
with the record that fired the workflow rule.
{!$Organization.Country}country of the organization.
WorkflowKnowledgePublish
WorkflowKnowledgePublish represents Salesforce Knowledge article publishing actions and information. Available in API version 27.0
and later.
Field Name
Field Type
Description
action
KnowledgeWorkflowAction
The article publishing actions available when this rule fires.

Valid values are:
PublishAsNew: Publishes the article as a new
article.
Publish: Publishes the article as a version of a
previously published article.
description
string
A brief article description.
label
string
Label that represents the article throughout the Salesforce

user interface.
language
string
The language of the article.
protected
boolean

(true) or not (false). Protected components cannot
be linked to or referenced by components created in the
installing organization.
625
Metadata Types
Workflow
WorkflowOutboundMessage
WorkflowOutboundMessage represents an outbound message associated with a workflow rule. Outbound messages are workflow and
approval actions that send the information you specify to an endpoint you designate, such as an external service. An outbound message
sends the data in the specified fields in the form of a SOAP message to the endpoint. For more information, see Outbound Message
Actions in the Salesforce Help.
Field Name
Field Type
Description
apiVersion
double
Required. The API version of the outbound message. This is automatically

set to the current API version when the outbound message is created.
Valid API versions for outbound messages are 8.0 and 18.0 or later.
This API version is used in API calls back to Salesforce using the enterprise
or partner WSDLs. The API Version can only be modified by using
the Metadata API. It can't be modified using the Salesforce user interface.
Warning: If you change the apiVersion to a version that
doesn't support one of the fields configured for the outbound
message, messages will fail until you update your outbound
message listener to consume the updated WSDL. You can monitor
the status of outbound messages from Setup by entering
Outbound Messages in the Quick Find box, then
selecting Outbound Messages in Salesforce.
description
string
Describes the outbound message.
endpointUrl
string
Required. The endpoint URL to which the outbound message is sent.
fields
string[]
The named references to the fields that are to be sent.
fullName
string
Required. The developer name used as a unique identifier for API access.
characters. It must be unique, begin with a letter, not include spaces, not
This field is inherited from the Metadata component.
includeSessionId
boolean
Required. Set if you want the Salesforce session ID included in the

outbound message. Useful if you intend to make API calls and you do
not want to include a username and password.
integrationUser
string
Required. The named reference to the user under which this message is
sent.
name
string
Required. A name for the component. Available in version API 16.0 and
later.
protected
boolean
Required. Indicates whether this component is protected (true) or not

(false). Protected components cannot be linked to or referenced by
components created in the installing organization.
626
Metadata Types
Workflow
Field Name
Field Type
Description
useDeadLetterQueue
boolean
This field is only available for organizations with dead letter queue
permissions turned on. If set, this outbound message will use the dead
letter queue if normal delivery fails.
WorkflowRule
This metadata type represents a workflow rule. This type extends the Metadata metadata type and inherits its fullName field.
Field Name
Field Type
Description
actions
An array of references for the actions that

should happen when this rule fires.
active
boolean
Required. Determines if this rule is active.
booleanFilter
string
For advanced criteria filter, the boolean

formula, for example, (1 AND 2) OR
3.
criteriaItems
FilterItem[]
An array of the boolean criteria (conditions)

under which this rule fires. Note that either
this or formula must be set.
description
string
The description of the workflow rule
formula
string
The formula condition under which this

rule first (either this or
criteriaItems) must be set
fullName
string
The developer name used as a unique

identifier for API access. The fullName
can contain only underscores and
alphanumeric characters. It must be
unique, begin with a letter, not include
spaces, not end with an underscore, and
not contain two consecutive underscores.
This field is inherited from the Metadata
component.
triggerType
WorkflowTriggerTypes (enumeration of type string)
Under what conditions the trigger fires.

Valid values are:
onAllChanges - The workflow rule
is considered on all changes.
onCreateOnly - The workflow rule
is considered only on create.
onCreateOrTriggeringUpdate
- The workflow rule is considered on
create and triggering updates.
627
Metadata Types
Field Name
Workflow
Field Type
Description
workflowTimeTriggers WorkflowTimeTrigger
Represents a set of Workflow actions (Field

Updates, Email Alerts, Outbound Messages,
and Tasks) that should execute before or
after a specified interval of time.
WorkflowTask
This metadata type references an assigned workflow task.
Field Name
Field Type
Description
assignedTo
string
Specifies the user, role, or team to which the workflow rule

or action is assigned. The field corresponding to the value
specified here must be the same as the specified
assignedToType.
assignedToType
ActionTaskAssignedToTypes
Valid string values for this type are:

accountCreator - When set, the task is assigned
to the record's account's creator.
accountOwner - When set, the task is assigned to
the record's account's owner (Opportunity).
accountTeam - Same as WorkflowAlert type
creator - When set, the task is assigned to the
record's creator.
opportunityTeam - Same as WorkflowAlert type
owner - When set, the task is assigned to the record's
owner.
partnerUser - When set, the assignedTo field
references a User (by username), a partner user.
portalRole - When set, the assignedTo field
references a Role (by role name), a portal role.
role - When set, the assignedTo field references
a Role (by role name)
user - When set, the assignedTo field references
a User (by username)
description
string
The description of this workflow task.
dueDateOffset
int
Required. The offset, in days, from either the trigger date,

or the date specified in the (optional)
offsetFromField. This can be a negative number.
fullName
string
Required. The developer name used as a unique identifier

for API access. The fullName can contain only
underscores and alphanumeric characters. It must be
628
Metadata Types
Field Name
Workflow
Field Type
Description
unique, begin with a letter, not include spaces, not end
with an underscore, and not contain two consecutive
underscores. This field is inherited from the Metadata
component.
notifyAssignee
boolean
Required. Set to send an email notification when the task

is assigned.
offsetFromField
string
Optional field reference of the date field from which the

dueDate should be computed.
priority
string
Required. The priority to assign the created task.
protected
boolean

(true) or not (false). Protected components cannot
be linked to or referenced by components created in the
installing organization.
status
string
Required. The status to assign the created task.
subject
string
Required. A subject for the workflow task. It is used if an

email notification is sent when the task is assigned. Available
WorkflowTimeTrigger
Represents a set of Workflow actions (Field Updates, Email Alerts, Outbound Messages, and Tasks) that should execute before or after a
specified interval of time.
Field Name
Field Type
Description
actions
WorkflowActionReference[] An array of references for the actions that should happen when this
trigger fires.
offsetFromField
string
The date type field name that the time-based workflow triggers off
of, i.e. Created Date, Last Modified Date, Rule
Trigger Date or a custom date field on the object for which
the workflow rule is defined.
timeLength
string
The numeric value of the time after/before the workflow triggers.

A negative value represents the time length before the trigger will
fire.
workflowTimeTriggerUnit WorkflowTimeUnits
The unit of time before or after which the time-based workflow will
(enumeration of type string) trigger. Valid string values are:
Hours
Days
629
Metadata Types
Workflow

The following is the definition of a workflow rule:
<Workflow xmlns="http://soap.sforce.com/2006/04/metadata">
<alerts>
<fullName>Another_alert</fullName>
<description>Another alert</description>
<recipients>
<type>accountOwner</type>
</recipients>
<recipients>
<field>Contact__c</field>
<type>contactLookup</type>
</recipients>
<recipients>
<field>Email__c</field>
<type>email</type>
</recipients>
<template>TestEmail/Email Test</template>
</alerts>
<fieldUpdates>
<fullName>Enum_Field_Update</fullName>
<description>Blah</description>
<field>EnumField__c</field>
<name>Enum Field Update</name>
<notifyAssignee>true</notifyAssignee>
<operation>NextValue</operation>
</fieldUpdates>
<fieldUpdates>
<fullName>Enum_Field_Update2</fullName>
<description>Blah</description>
<field>EnumField__c</field>
<literalValue>PLX2</literalValue>
<name>Enum Field Update2</name>
<operation>Literal</operation>
</fieldUpdates>
<fieldUpdates>
<fullName>Field_Update</fullName>
<description>TestField update desc</description>
<field>Name</field>
<formula>Name & "Updated"</formula>
<name>Field Update</name>
<notifyAssignee>false</notifyAssignee>
<operation>Formula</operation>
</fieldUpdates>
<fieldUpdates>
<fullName>Lookup_On_Contact</fullName>
<field>RealOwner__c</field>
630
Metadata Types
Workflow
<lookupValue>[email protected]</lookupValue>
<name>Lookup On Contact</name>
<notifyAssignee>false</notifyAssignee>
<operation>LookupValue</operation>
</fieldUpdates>
<outboundMessages>
<fullName>Another_Outbound_message</fullName>
<description>Another Random outbound.</description>
<endpointUrl>http://www.test.com</endpointUrl>
<fields>Email__c</fields>
<fields>Id</fields>
<fields>Name</fields>
<includeSessionId>true</includeSessionId>
<integrationUser>[email protected]</integrationUser>
<name>Another Outbound message</name>
</outboundMessages>
<rules>
<fullName>BooleanFilter</fullName>
<booleanFilter>1 AND 2 OR 3</booleanFilter>
<criteriaItems>
<field>CustomObjectForWorkflow__c.CreatedById</field>
</criteriaItems>
<criteriaItems>
<value>abc</value>
</criteriaItems>
<criteriaItems>
<value>xyz</value>
</criteriaItems>
<triggerType>onCreateOrTriggeringUpdate</triggerType>
</rules>
<rules>
<fullName>Custom Rule1</fullName>
<actions>
<name>Another_alert</name>
<type>Alert</type>
</actions>
<actions>
<name>Enum_Field_Update2</name>
</actions>
<actions>
<fullName>Field_Update</name>
</actions>
<actions>
<name>Another_Outbound_message</name>
631
Metadata Types
Workflow
</actions>
<actions>
<name>Role_task_was_completed</name>
<type>Task</type>
</actions>
<criteriaItems>
<field>CustomObjectForWorkflow__c.Name</field>
<value>ABC</value>
</criteriaItems>
<description>Custom Rule1 desc</description>
<triggerType>onCreateOrTriggeringUpdate</triggerType>
</rules>
<rules>
<fullName>IsChangedFunctionRule</fullName>
<description>IsChangedDesc</description>
<formula>ISCHANGED(Name)</formula>
<triggerType>onAllChanges</triggerType>
</rules>
<tasks>
<fullName>Another_task_was_completed</fullName>
<assignedToType>owner</assignedToType>
<description>Random Comment</description>
<dueDateOffset>20</dueDateOffset>
<priority>High</priority>
<status>Completed</status>
<subject>Another task was completed</subject>
</tasks>
<tasks>
<fullName>Role_task_was_completed</fullName>
<assignedTo>R11</assignedTo>
<assignedToType>role</assignedToType>
<dueDateOffset>-2</dueDateOffset>
<offsetFromField>CustomObjectForWorkflow__c.CreatedDate</offsetFromField>
<subject>Role task was completed</subject>
</tasks>
<tasks>
<fullName>User_task_was_completed</fullName>
<assignedToType>user</assignedToType>
<dueDateOffset>-2</dueDateOffset>
<offsetFromField>User.CreatedDate</offsetFromField>
632
Metadata Types
Workflow
<subject>User task was completed</subject>
</tasks>
</Workflow>
633
CHAPTER 11 Headers
Use headers in Metadata API calls to set options for each call.
IN THIS SECTION:
AllOrNoneHeader
Indicates whether to roll back all metadata changes when some of the records in a call result in failures.
CallOptions
Specifies the API client identifier.
DebuggingHeader
Specifies that the deployment result will contain the debug log output, and specifies the level of detail included in the log. The
debug log contains the output of Apex tests that are executed as part of a deployment.
SessionHeader
Specifies the session ID that the login call returns. This session ID is used to authenticate all subsequent Metadata API calls.
AllOrNoneHeader
Indicates whether to roll back all metadata changes when some of the records in a call result in failures.
Version
This header is available in API version 34.0 and later.
Supported Calls
createMetadata(), updateMetadata(), upsertMetadata(), deleteMetadata()
Usage
If this header isnt used in API version 34.0 and later, by default a call can save a partial set of records (equivalent to
AllOrNoneHeader=false)the records that are processed successfully are saved and records that have failures arent saved.
634
Headers
AllOrNoneHeader
Fields
Field Name
Type
Description
allOrNone
boolean
Set to true to cause all metadata changes to be rolled back if

any records in the call cause failures. Set to false to enable
saving only the records that are processed successfully when other
records in the call cause failures.
Sample CodeJava
Add the AllOrNoneHeader to the metadata connection before you perform a call as follows:
metadataConnection.setAllOrNoneHeader(true);
This next example shows how to use the AllOrNoneHeader when creating two custom objects. Because the second custom object
doesnt have the required Name field, the create() call cant create this custom object and rolls back the first custom object. The
output is shown after this code sample.
import com.sforce.soap.metadata.Error;
import com.sforce.ws.ConnectionException;
public class CallWithHeader {
MetadataConnection metadataConnection = null;
public static void main(String[] args) throws ConnectionException {
CallWithHeader samples = new CallWithHeader();
samples.createWithHeader();
}
public CallWithHeader() throws ConnectionException {
}
public void createWithHeader() throws ConnectionException {
// Define two custom objects to be inserted.
CustomObject co1 = new CustomObject();
String name1 = "MyCustomObject1";
co1.setFullName(name1 + "__c");
co1.setDeploymentStatus(DeploymentStatus.Deployed);
co1.setDescription("Created by the Metadata API");
co1.setEnableActivities(true);
co1.setLabel(name1 + " Object");
co1.setPluralLabel(co1.getLabel() + "s");
co1.setSharingModel(SharingModel.ReadWrite);
nf.setLabel(co1.getFullName() + " Name");
co1.setNameField(nf);
635
Headers
CallOptions
// The second custom object doesn't have a Name field

CustomObject co2 = new CustomObject();
String name2 = "MyCustomObject2";
co2.setFullName(name2 + "__c");
co2.setDeploymentStatus(DeploymentStatus.Deployed);
co2.setDescription("Created by the Metadata API");
co2.setEnableActivities(true);
co2.setLabel(name2 + " Object");
co2.setPluralLabel(co2.getLabel() + "s");
co2.setSharingModel(SharingModel.ReadWrite);
// Setting the allOrNone header to true to cause

// the call to not commit any record if one or more
// records in this call have failures.
metadataConnection.setAllOrNoneHeader(true);
// Now that the header has been set, make the create call.
.createMetadata(new Metadata[] { co1, co2 });
// Iterate through the call results
} else {
System.out
+ r.getFullName());
}
}
}
}
}
This is the output that the sample returns. The first record is rolled back and the second has a failure.
Errors were encountered while creating MyCustomObject1__c
Error message: Record rolled back because not all records were valid and the request was
using AllOrNone header
Status code: ALL_OR_NONE_OPERATION_ROLLED_BACK
Errors were encountered while creating MyCustomObject2__c
Error message: Must specify a nameField of type Text or AutoNumber
Status code: FIELD_INTEGRITY_EXCEPTION
CallOptions
Specifies the API client identifier.
636
Headers
DebuggingHeader
Version
This call is available in all API versions.
Supported Calls
All Metadata API calls.
Fields
Field Name
Type
Description
client
string
A value that identifies an API client.
Sample CodeJava
To change the API client ID, add the CallOptions header to the metadata connection before you perform a call as follows:
metadataConnection.setCallOptions("client ID");
DebuggingHeader
Specifies that the deployment result will contain the debug log output, and specifies the level of detail included in the log. The debug
log contains the output of Apex tests that are executed as part of a deployment.
Version
This header is available in all API versions.
Supported Calls
deploy()
Fields
Field Name
Type
Description
categories
LogInfo[]
A list of log categories with their associated log levels.
debugLevel
LogInfo (enumeration of type string)
This field has been deprecated and is only provided for backward
compatibility. This field specifies the type of information returned
in the debug log. The values are listed from the least amount of
information returned to the most information returned. Valid values
include:
None
637
Headers
Field Name
DebuggingHeader
Type
Description
Debugonly
Db
Profiling
Callout
Detail
LogInfo
Field Name
Type
Description
category
LogCategory (enumeration of type

string)
The category of operations for which to specify a debug log level.

Valid values are:
Db
Workflow
Validation
Callout
Apex_code
Apex_profiling
Visualforce
System
All
level
LogCategoryLevel (enumeration of type A log level that specifies how much information is logged for each
string)
category.
Valid log levels are (listed from lowest to highest):
NONE
ERROR
WARN
INFO
DEBUG
FINE
FINER
FINEST
638
Headers
SessionHeader
Sample CodeJava
Add the DebuggingHeader to the metadata connection before you perform the deploy() call as follows:
LogInfo[] logs = new LogInfo[1];
logs[0] = new LogInfo();
logs[0].setCategory(LogCategory.Apex_code);
logs[0].setLevel(LogCategoryLevel.Fine);
metadataConnection.setDebuggingHeader(logs, LogType.Detail);
The result of the deploy() call is obtained by calling checkDeployStatus(). After the deployment finishes, and if tests were run, the response
of checkDeployStatus() contains the debug log output in an output header, DebuggingInfo, in the debugLog field of
this header.
SessionHeader
Specifies the session ID that the login call returns. This session ID is used to authenticate all subsequent Metadata API calls.
Version
This header is available in all API versions.
Supported Calls
All Metadata API calls.
Fields
Field Name
Type
Description
sessionId
string
The session ID that the login call returns.
Sample CodeJava
Add the SessionHeader to the metadata connection before you perform a call as follows:
metadataConnection.setSessionHeader("<session_ID>");
639
APPENDICES
APPENDIX A CustomObjectTranslation Language Support: Fully

Supported Languages
Not every language supports all the possible values for the fields in CustomObjectTranslation. Use this appendix to determine which
field values a language supports.
Note: Salesforce offers three levels of language support: fully supported languages, end-user languages, and platform-only
languages. This appendix provides information only for fully supported languages. For more information, see Which Languages
Does Salesforce Support? in the Salesforce Help
Chinese (Simplified)
plural
false
caseType
Nominative
possessive
None
startwith
Consonant
plural
false
Chinese (Traditional)
caseType
Nominative
possessive
None
startwith
Consonant
plural
false
640
CustomObjectTranslation Language Support: Fully Supported

Languages
Danish
caseType
Nominative
article
Zero
Definite
Indefinite
possessive
None
gender
Feminine
Neuter
startwith
Consonant
plural
true
Dutch
CaseType
Nominative
article
Definite
Indefinite
gender
Feminine
Neuter
possessive
None
plural
true
Finnish
caseType
Ablative
Adessive
Allative
Dative
641

Languages
Elative
Essive
Genitive
Illative
Inessive
Nominative
Partitive
Translative
plural
true
possessive
None
First
Second
startwith
Consonant
French
article
Zero
Definite
Indefinite
gender
Masculine
Feminine
possessive
None
plural
true
startwith
Consonant
Vowel
German
article
Zero
Definite
642

Languages
Indefinite
caseType
Accusative
Dative
Genitive
Nominative
gender
Masculine
Feminine
Neuter
possessive
None
plural
true
Italian
article
Zero
Indefinite
Definite
CaseType
Nominative
gender
Masculine
Feminine
possessive
None
plural
true
startwith
Consonant
Vowel
Special
Japanese
CaseType
Nominative
643

Languages
possessive
None
startwith
Consonant
plural
false
Korean
CaseType
Nominative
possessive
None
startwith
Consonant
plural
false
Portuguese (Brazilian)
article
Zero
Definite
Indefinite
article
Zero
Indefinite
Definite
plural
true
Russian
caseType
Accusative
Dative
Genitive
Instrumental
Nominative
Prepositional
644

Languages
gender
Masculine
Feminine
Neuter
Animate_Masculine
plural
true
false
Spanish
article
Zero
Definite
Indefinite
CaseType
Nominative
gender
Masculine
Feminine
startwith
Consonant
plural
true
Thai
CaseType
Nominative
possessive
None
startwith
Consonant
plural
false
645
APPENDIX B CustomObjectTranslation Language Support:

End-User Languages
Not every language supports all the possible values for the fields in CustomObjectTranslation. Use this appendix to determine which
field values a language supports.
Note: Salesforce offers three levels of language support: fully supported languages, end-user languages, and platform-only
languages. This appendix provides information only for end-user languages. For more information, see Which Languages Does
Salesforce Support? in the Salesforce Help
Arabic
article
Zero
Definite
CaseType
Nominative
Accusative
gender
Masculine
Feminine
plural
true
possessive
None
First
Second
startwith
Consonant
Bulgarian
article
Zero
Definite
646
CustomObjectTranslation Language Support: End-User

Languages
CaseType
Nominative
Objective
gender
Masculine
Feminine
Neuter
possessive
None
plural
true
startwith
Consonant
Czech
CaseType
Accusative
Dative
Genitive
Instrumental
Locative
Vocative
Nominative
gender
Masculine
Feminine
Neuter
Animate_Masculine
plural
true
Greek
article
Zero
Definite
Indefinite
647

Languages
CaseType
Accusative
Genitive
Nominative
Vocative
gender
Masculine
Feminine
Neuter
possessive
None
plural
true
Hebrew
article
Zero
Definite
CaseType
Nominative
gender
Masculine
Feminine
possessive
None
plural
true
Hungarian
article
Zero
Definite
Indefinite
CaseType
Ablative
Accusative
Allative
Causalfinal
648

Languages
Dative
Delative
Distributive
Elative
Essiveformal
Illative
Inessive
Instrumental
Nominative
Sublative
Terminative
Translative
plural
true
possessive
None
First
Second
startwith
Consonant
Vowel
Indonesian
plural
true
CaseType
Nominative
Possessive
None
startwith
Consonant
Norwegian
article
Zero
Definite
Indefinite
649

Languages
CaseType
Nominative
gender
Masculine
Feminine
Neuter
possessive
None
plural
true
Polish
CaseType
Nominative
Accusative
Dative
Genitive
Instrumental
Locative
Vocative
gender
Masculine
Feminine
Neuter
Animate_Masculine
plural
true
Romanian
article
Zero
Definite
Indefinite
CaseType
Nominative
Dative
650

Languages
gender
Masculine
Feminine
Neuter
possessive
None
plural
true
Spanish (Mexico)
article
Zero
Definite
Indefinite
CaseType
Nominative
gender
Masculine
Feminine
possessive
None
plural
true
Turkish
article
Zero
Indefinite
CaseType
Ablative
Accusative
Dative
Genitive
Nominative
possessive
None
First
Second
651

Languages
startwith
Consonant
plural
true
Ukrainian
CaseType
Accusative
Dative
Genitive
Instrumental
Nominative
Locative
Vocative
gender
Masculine
Feminine
Neuter
Animate_Masculine
plural
true
Vietnamese
CaseType
Nominative
possessive
None
startwith
Consonant
plural
false
652
GLOSSARY
A |B |C |D |E |F |G |H |I |J |K |L |M |N |O |P |Q |R |S |T |U |V |W |X |Y |Z
A
Apex
Apex is a strongly typed, object-oriented programming language that allows developers to execute flow and transaction control
statements on the Force.com platform server in conjunction with calls to the Force.com API. Using syntax that looks like Java and
acts like database stored procedures, Apex enables developers to add business logic to most system events, including button clicks,
related record updates, and Visualforce pages. Apex code can be initiated by Web service requests and from triggers on objects.
Apex-Managed Sharing
Enables developers to programmatically manipulate sharing to support their applications behavior. Apex-managed sharing is only
available for custom objects.
App
Short for application. A collection of components such as tabs, reports, dashboards, and Visualforce pages that address a specific
business need. Salesforce provides standard apps such as Sales and Call Center. You can customize the standard apps to match the
way you work. In addition, you can package an app and upload it to the AppExchange along with related components such as
custom fields, custom tabs, and custom objects. Then, you can make the app available to other Salesforce users from the AppExchange.
AppExchange
The AppExchange is a sharing interface from Salesforce that allows you to browse and share apps and services for the Force.com
platform.
AppExchange Upgrades
Upgrading an app is the process of installing a newer version.
Application Programming Interface (API)
The interface that a computer system, library, or application provides to allow other computer programs to request services from it
and exchange data.
Asynchronous Calls
A call that does not return results immediately because the operation may take a long time. Calls in the Metadata API and Bulk API
are asynchronous.
B
Boolean Operators
You can use Boolean operators in report filters to specify the logical relationship between two values. For example, the AND operator
between two values yields search results that include both values. Likewise, the OR operator between two values yields search results
that include either value.
Bulk API
The REST-based Bulk API is optimized for processing large sets of data. It allows you to query, insert, update, upsert, or delete a large
number of records asynchronously by submitting a number of batches which are processed in the background by Salesforce. See
also SOAP API.
653
Glossary
C
Class, Apex
A template or blueprint from which Apex objects are created. Classes consist of other classes, user-defined methods, variables,
exception types, and static initialization code. In most cases, Apex classes are modeled on their counterparts in Java.
Client App
An app that runs outside the Salesforce user interface and uses only the Force.com API or Bulk API. It typically runs on a desktop or
mobile device. These apps treat the platform as a data source, using the development model of whatever tool and platform for
which they are designed.
Component, Metadata
A component is an instance of a metadata type in the Metadata API. For example, CustomObject is a metadata type for custom
objects, and the MyCustomObject__c component is an instance of a custom object. A component is described in an XML file
and it can be deployed or retrieved using the Metadata API, or tools built on top of it, such as the Force.com IDE or the Force.com
Migration Tool.
Component, Visualforce
Something that can be added to a Visualforce page with a set of tags, for example, <apex:detail>. Visualforce includes a
number of standard components, or you can create your own custom components.
Component Reference, Visualforce
A description of the standard and custom Visualforce components that are available in your organization. You can access the
component library from the development footer of any Visualforce page or the Visualforce Developer's Guide.
Controller, Visualforce
An Apex class that provides a Visualforce page with the data and business logic it needs to run. Visualforce pages can use the standard
controllers that come by default with every standard or custom object, or they can use custom controllers.
Controlling Field
Any standard or custom picklist or checkbox field whose values control the available values in one or more corresponding dependent
fields.
Custom App
See App.
Custom Field
A field that can be added in addition to the standard fields to customize Salesforce for your organizations needs.
Custom Help
Custom text administrators create to provide users with on-screen information specific to a standard field, custom field, or custom
object.
Custom Links
Custom links are URLs defined by administrators to integrate your Salesforce data with external websites and back-office systems.
Formerly known as Web links.
Custom Object
Custom records that allow you to store information unique to your organization.
Custom S-Control
Note: S-controls have been superseded by Visualforce pages. After March 2010 organizations that have never created
s-controls, as well as new organizations, won't be allowed to create them. Existing s-controls will remain unaffected, and can
still be edited.
Custom Web content for use in custom links. Custom s-controls can contain any type of content that you can display in a browser,
for example a Java applet, an Active-X control, an Excel file, or a custom HTML Web form.
654
Glossary
D
Database
An organized collection of information. The underlying architecture of the Force.com platform includes a database where your data
is stored.
Database Table
A list of information, presented with rows and columns, about the person, thing, or concept you want to track. See also Object.
Data Manipulation Language (DML)
An Apex method or operation that inserts, updates, or deletes records.
Decimal Places
Parameter for number, currency, and percent custom fields that indicates the total number of digits you can enter to the right of a
decimal point, for example, 4.98 for an entry of 2. Note that the system rounds the decimal numbers you enter, if necessary. For
example, if you enter 4.986 in a field with Decimal Places of 2, the number rounds to 4.99. Salesforce uses the round half-up
rounding algorithm. Half-way values are always rounded up. For example, 1.45 is rounded to 1.5. 1.45 is rounded to 1.5.
Dependent Field
Any custom picklist or multi-select picklist field that displays available values based on the value selected in its corresponding
controlling field.
Developer Edition
A free, fully-functional Salesforce organization designed for developers to extend, integrate, and develop with the Force.com platform.
Developer Edition accounts are available on developer.salesforce.com.
Salesforce Developers
The Salesforce Developers website at developer.salesforce.com provides a full range of resources for platform developers, including
sample code, toolkits, an online developer community, and the ability to obtain limited Force.com platform environments.
Document Library
A place to store documents without attaching them to accounts, contacts, opportunities, or other records.
E
Email Alert
Email alerts are workflow and approval actions that are generated using an email template by a workflow rule or approval process
and sent to designated recipients, either Salesforce users or others.
Email Template
A form email that communicates a standard message, such as a welcome letter to new employees or an acknowledgement that a
customer service request has been received. Email templates can be personalized with merge fields, and can be written in text,
HTML, or custom format.
Enterprise Edition
A Salesforce edition designed for larger, more complex businesses.
Enterprise WSDL
A strongly-typed WSDL for customers who want to build an integration with their Salesforce organization only, or for partners who
are using tools like Tibco or webMethods to build integrations that require strong typecasting. The downside of the Enterprise WSDL
is that it only works with the schema of a single Salesforce organization because it is bound to all of the unique objects and fields
that exist in that organization's data model.
655
Glossary
Entity Relationship Diagram (ERD)

A data modeling tool that helps you organize your data into entities (or objects, as they are called in the Force.com platform) and
define the relationships between them. ERD diagrams for key Salesforce objects are published in the SOAP API Developer's Guide.
Enumeration Field
An enumeration is the WSDL equivalent of a picklist field. The valid values of the field are restricted to a strict set of possible values,
all having the same data type.
F
Field
A part of an object that holds a specific piece of information, such as a text or currency value.
Field-Level Security
Settings that determine whether fields are hidden, visible, read only, or editable for users. Available in Enterprise, Unlimited,
Performance, and Developer Editions only.
Filter Condition/Criteria
Condition on particular fields that qualifies items to be included in a list view or report, such as State equals California.
Force.com
The Salesforce platform for building applications in the cloud. Force.com combines a powerful user interface, operating system, and
database to allow you to customize and deploy applications in the cloud for your entire enterprise.
Force.com IDE
An Eclipse plug-in that allows developers to manage, author, debug and deploy Force.com applications in the Eclipse development
environment.
Force.com Migration Tool
A toolkit that allows you to write an Apache Ant build script for migrating Force.com components between a local file system and
a Salesforce organization.
Foreign Key
A field whose value is the same as the primary key of another table. You can think of a foreign key as a copy of a primary key from
another table. A relationship is made between two tables by matching the values of the foreign key in one table with the values of
the primary key in another.
Formula Field
A type of custom field. Formula fields automatically calculate their values based on the values of merge fields, expressions, or other
values.
Function
Built-in formulas that you can customize with input parameters. For example, the DATE function creates a date field type from a
given year, month, and day.
G
Gregorian Year
A calendar based on a 12-month structure used throughout much of the world.
656
Glossary
H
HTTP Debugger
An application that can be used to identify and inspect SOAP requests that are sent from the AJAX Toolkit. They behave as proxy
servers running on your local machine and allow you to inspect and author individual requests.
I
ID
See Salesforce Record ID.
Inline S-Control
still be edited.
An s-control that displays within a record detail page or dashboard, rather than on its own page.
Instance
The cluster of software and hardware represented as a single logical server that hosts an organization's data and runs their applications.
The Force.com platform runs on multiple instances, but data for any single organization is always stored on a single instance.
Integration User
A Salesforce user defined solely for client apps or integrations. Also referred to as the logged-in user in a SOAP API context.
ISO Code
The International Organization for Standardization country code, which represents each country by two letters.
J
Junction Object
A custom object with two master-detail relationships. Using a custom junction object, you can model a many-to-many relationship
between two objects. For example, you may have a custom object called Bug that relates to the standard case object such that a
bug could be related to multiple cases and a case could also be related to multiple bugs.
K
No Glossary items for this entry.
L
License Management Application (LMA)
A free AppExchange app that allows you to track sales leads and accounts for every user who downloads your managed package
(app) from the AppExchange.
License Management Organization (LMO)
The Salesforce organization that you use to track all the Salesforce users who install your package. A license management organization
must have the License Management Application (LMA) installed. It automatically receives notification every time your package is
657
Glossary
installed or uninstalled so that you can easily notify users of upgrades. You can specify any Enterprise, Unlimited, Performance, or
Developer Edition organization as your license management organization. For more information, go to
http://www.salesforce.com/docs/en/lma/index.htm.
List View
A list display of items (for example, accounts or contacts) based on specific criteria. Salesforce provides some predefined views.
In the Agent console, the list view is the top frame that displays a list view of records based on specific criteria. The list views you
can select to display in the console are the same list views defined on the tabs of other objects. You cannot create a list view within
the console.
Local Project
A .zip file containing a project manifest (package.xml file) and one or more metadata components.
Locale
The country or geographic region in which the user is located. The setting affects the format of date and number fields, for example,
dates in the English (United States) locale display as 06/30/2000 and as 30/06/2000 in the English (United Kingdom) locale.
In Professional, Enterprise, Unlimited, Performance, and Developer Edition organizations, a users individual Locale setting overrides
the organizations Default Locale setting. In Personal and Group Editions, the organization-level locale field is called Locale,
not Default Locale.
Logged-in User
In a SOAP API context, the username used to log into Salesforce. Client applications run with the permissions and sharing of the
logged-in user. Also referred to as an integration user.
Lookup Field
A type of field that contains a linkable value to another record. You can display lookup fields on page layouts where the object has
a lookup or master-detail relationship with another object. For example, cases have a lookup relationship with assets that allows
users to select an asset using a lookup dialog from the case edit page and click the name of the asset from the case detail page.
M
Managed Package
A collection of application components that is posted as a unit on the AppExchange and associated with a namespace and possibly
a License Management Organization. To support upgrades, a package must be managed. An organization can create a single
managed package that can be downloaded and installed by many different organizations. Managed packages differ from unmanaged
packages by having some locked components, allowing the managed package to be upgraded later. Unmanaged packages do not
include locked components and cannot be upgraded. In addition, managed packages obfuscate certain components (like Apex) on
subscribing organizations to protect the intellectual property of the developer.
Manifest File
The project manifest file (package.xml) lists the XML components to retrieve or deploy when working with the Metadata API,
or clients built on top of the Metadata API, such as the Force.com IDE or the Force.com Migration Tool.
Manual Sharing
Record-level access rules that allow record owners to give read and edit permissions to other users who might not have access to
the record any other way.
Many-to-Many Relationship
A relationship where each side of the relationship can have many children on the other side. Many-to-many relationships are
implemented through the use of junction objects.
658
Glossary
Master-Detail Relationship
A relationship between two different types of records that associates the records with each other. For example, accounts have a
master-detail relationship with opportunities. This type of relationship affects record deletion, security, and makes the lookup
relationship field required on the page layout.
Metadata
Information about the structure, appearance, and functionality of an organization and any of its parts. Force.com uses XML to describe
metadata.
Metadata WSDL
A WSDL for users who want to use the Force.com Metadata API calls.
Multitenancy
An application model where all users and apps share a single, common infrastructure and code base.
N
Namespace
In a packaging context, a one- to 15-character alphanumeric identifier that distinguishes your package and its contents from packages
of other developers onAppExchange, similar to a domain name. Salesforce automatically prepends your namespace prefix, followed
by two underscores (__), to all unique component names in your Salesforce organization.
Native App
An app that is built exclusively with setup (metadata) configuration on Force.com. Native apps do not require any external services
or infrastructure.
O
Object
An object allows you to store information in your Salesforce organization. The object is the overall definition of the type of information
you are storing. For example, the case object allow you to store information regarding customer inquiries. For each object, your
organization will have multiple records that store the information about specific instances of that type of data. For example, you
might have a case record to store the information about Joe Smith's training inquiry and another case record to store the information
about Mary Johnson's configuration issue.
Object-Level Help
Custom help text that you can provide for any custom object. It displays on custom object record home (overview), detail, and edit
pages, as well as list views and related lists.
Object-Level Security
Settings that allow an administrator to hide whole objects from users so that they don't know that type of data exists. Object-level
security is specified with object permissions.
onClick JavaScript
JavaScript code that executes when a button or link is clicked.
One-to-Many Relationship
A relationship in which a single object is related to many other objects. For example, an account may have one or more related
contacts.
659
Glossary
Organization-Wide Defaults
Settings that allow you to specify the baseline level of data access that a user has in your organization. For example, you can set
organization-wide defaults so that any user can see any record of a particular object that is enabled via their object permissions, but
they need extra permissions to edit one.
Outbound Message
An outbound message is a workflow, approval, or milestone action that sends the information you specify to an endpoint you
designate, such as an external service. Outbound messaging is configured in the Salesforce setup menu. Then you must configure
the external endpoint. You can create a listener for the messages using the SOAP API.
Overlay
An overlay displays additional information when you hover your mouse over certain user interface elements. Depending on the
overlay, it will close when you move your mouse away, click outside of the overlay, or click a close button.
Owner
Individual user to which a record (for example, a contact or case) is assigned.
P
Package
A group of Force.com components and applications that are made available to other organizations through the AppExchange. You
use packages to bundle an app along with any related components so that you can upload them to AppExchange together.
Partner WSDL
A loosely-typed WSDL for customers, partners, and ISVs who want to build an integration or an AppExchange app that can work
across multiple Salesforce organizations. With this WSDL, the developer is responsible for marshaling data in the correct object
representation, which typically involves editing the XML. However, the developer is also freed from being dependent on any particular
data model or Salesforce organization. Contrast this with the Enterprise WSDL, which is strongly typed.
Picklist
Selection list of options available for specific fields in a Salesforce object, for example, the Industry field for accounts. Users can
choose a single value from a list of options rather than make an entry directly in the field. See also Master Picklist.
Picklist (Multi-Select)
Selection list of options available for specific fields in a Salesforce object. Multi-select picklists allow users to choose one or more
values. Users can choose a value by double clicking on it, or choose additional values from a scrolling list by holding down the CTRL
key while clicking a value and using the arrow icon to move them to the selected box.
Picklist Values
Selections displayed in drop-down lists for particular fields. Some values come predefined, and other values can be changed or
defined by an administrator.
Primary Key
A relational database concept. Each table in a relational database has a field in which the data value uniquely identifies the record.
This field is called the primary key. The relationship is made between two tables by matching the values of the foreign key in one
table with the values of the primary key in another.
Production Organization
A Salesforce organization that has live users accessing data.
Professional Edition
A Salesforce edition designed for businesses who need full-featured CRM functionality.
660
Glossary
Q
Queue
A holding area for items before they are processed. Salesforce uses queues in a number of different features and technologies.
Query String Parameter
A name-value pair that's included in a URL, typically after a '?' character. For example:
http://na1.salesforce.com/001/e?name=value
R
Record
A single instance of a Salesforce object. For example, John Jones might be the name of a contact record.
Record Name
A standard field on all Salesforce objects. Whenever a record name is displayed in a Force.com application, the value is represented
as a link to a detail view of the record. A record name can be either free-form text or an autonumber field. Record Name does
not have to be a unique value.
Record Type
A record type is a field available for certain records that can include some or all of the standard and custom picklist values for that
record. You can associate record types with profiles to make only the included picklist values available to users with that profile.
Record-Level Security
A method of controlling data in which you can allow a particular user to view and edit an object, but then restrict the records that
the user is allowed to see.
Recycle Bin
A page that lets you view and restore deleted information. Access the Recycle Bin by using the link in the sidebar.
Related Object
Objects chosen by an administrator to display in the Agent console's mini view when records of a particular type are shown in the
console's detail view. For example, when a case is in the detail view, an administrator can choose to display an associated account,
contact, or asset in the mini view.
Relationship
A connection between two objects, used to create related lists in page layouts and detail levels in reports. Matching values in a
specified field in both objects are used to link related data; for example, if one object stores data about companies and another
object stores data about people, a relationship allows you to find out which people work at the company.
Relationship Query
In a SOQL context, a query that traverses the relationships between objects to identify and return results. Parent-to-child and
child-to-parent syntax differs in SOQL queries.
Report Type
A report type defines the set of records and fields available to a report based on the relationships between a primary object and its
related objects. Reports display only records that meet the criteria defined in the report type. Salesforce provides a set of pre-defined
standard report types; administrators can create custom report types as well.
Role Hierarchy
A record-level security setting that defines different levels of users such that users at higher levels can view and edit information
owned by or shared with users beneath them in the role hierarchy, regardless of the organization-wide sharing model settings.
661
Glossary
Roll-Up Summary Field

A field type that automatically provides aggregate values from child records in a master-detail relationship.
S
SaaS
See Software as a Service (SaaS).
S-Control
still be edited.
Custom Web content for use in custom links. Custom s-controls can contain any type of content that you can display in a browser,
for example a Java applet, an Active-X control, an Excel file, or a custom HTML Web form.
Salesforce Record ID
A unique 15- or 18-character alphanumeric string that identifies a single record in Salesforce.
Salesforce SOA (Service-Oriented Architecture)
A powerful capability of Force.com that allows you to make calls to external Web services from within Apex.
Sandbox
A nearly identical copy of a Salesforce production organization for development, testing, and training. The content and size of a
sandbox varies depending on the type of sandbox and the editioin of the production organization associated with the sandbox.
Search Layout
The organization of fields included in search results, in lookup dialogs, and in the key lists on tab home pages.
Session ID
An authentication token that is returned when a user successfully logs in to Salesforce. The Session ID prevents a user from having
to log in again every time he or she wants to perform another action in Salesforce. Different from a record ID or Salesforce ID, which
are terms for the unique ID of a Salesforce record.
Session Timeout
The period of time after login before a user is automatically logged out. Sessions expire automatically after a predetermined length
of inactivity, which can be configured in Salesforce from Setup by clicking Security Controls. The default is 120 minutes (two hours).
The inactivity timer is reset to zero if a user takes an action in the Web interface or makes an API call.
Setup
A menu where administrators can customize and define organization settings and Force.com apps. Depending on your organizations
user interface settings, Setup may be a link in the user interface header or in the drop-down list under your name.
Sharing
Allowing other users to view or edit information you own. There are different ways to share data:
Sharing Modeldefines the default organization-wide access levels that users have to each others information and whether
to use the hierarchies when determining access to data.
Role Hierarchydefines different levels of users such that users at higher levels can view and edit information owned by or
shared with users beneath them in the role hierarchy, regardless of the organization-wide sharing model settings.
Sharing Rulesallow an administrator to specify that all information created by users within a given group or role is automatically
shared to the members of another group or role.
Manual Sharingallows individual users to share records with other users or groups.
662
Glossary
Apex-Managed Sharingenables developers to programmatically manipulate sharing to support their applications behavior.
See Apex-Managed Sharing.
Sharing Model
Behavior defined by your administrator that determines default access by users to different types of records.
Sharing Rule
Type of default sharing created by administrators. Allows users in a specified group or role to have access to all information created
by users within a given group or role.
Sites
Force.com Sites enables you to create public websites and applications that are directly integrated with your Salesforce
organizationwithout requiring users to log in with a username and password.
Snippet
still be edited.
A type of s-control that is designed to be included in other s-controls. Similar to a helper method that is used by other methods in
a piece of code, a snippet allows you to maintain a single copy of HTML or JavaScript that you can reuse in multiple s-controls.
SOAP (Simple Object Access Protocol)
A protocol that defines a uniform way of passing XML-encoded data.
Software as a Service (SaaS)
A delivery model where a software application is hosted as a service and provided to customers via the Internet. The SaaS vendor
takes responsibility for the daily maintenance, operation, and support of the application and each customer's data. The service
alleviates the need for customers to install, configure, and maintain applications with their own hardware, software, and related IT
resources. Services can be delivered using the SaaS model to any market segment.
SOQL (Salesforce Object Query Language)
A query language that allows you to construct simple but powerful query strings and to specify the criteria that should be used to
select data from the Force.com database.
SOSL (Salesforce Object Search Language)
A query language that allows you to perform text-based searches using the Force.com API.
Standard Object
A built-in object included with the Force.com platform. You can also build custom objects to store information that is unique to
your app.
System Log
Part of the Developer Console, a separate window console that can be used for debugging code snippets. Enter the code you want
to test at the bottom of the window and click Execute. The body of the System Log displays system resource information, such as
how long a line took to execute or how many database calls were made. If the code did not run to completion, the console also
displays debugging information.
T
Test Method
An Apex class method that verifies whether a particular piece of code is working properly. Test methods take no arguments, commit
no data to the database, and can be executed by the runTests() system method either through the command line or in an
Apex IDE, such as the Force.com IDE.
663
Glossary
Translation Workbench
The Translation Workbench lets you specify languages you want to translate, assign translators to languages, create translations for
customizations youve made to your Salesforce organization, and override labels and translations from managed packages. Everything
from custom picklist values to custom fields can be translated so your global users can use all of Salesforce in their language.
Trigger
A piece of Apex that executes before or after records of a particular type are inserted, updated, or deleted from the database. Every
trigger runs with a set of context variables that provide access to the records that caused the trigger to fire, and all triggers run in
bulk modethat is, they process several records at once, rather than just one record at a time.
Trigger Context Variable
Default variables that provide access to information about the trigger and the records that caused it to fire.
U
Unit Test
A unit is the smallest testable part of an application, usually a method. A unit test operates on that piece of code to make sure it
works correctly. See also Test Method.
Unlimited Edition
Unlimited Edition is Salesforces solution for maximizing your success and extending that success across the entire enterprise through
the Force.com platform.
Unmanaged Package
A package that cannot be upgraded or controlled by its developer.
URL (Uniform Resource Locator)
The global address of a website, document, or other resource on the Internet. For example, http://www.salesforce.com.
URL S-Control
still be edited.
An s-control that contains an external URL that hosts the HTML that should be rendered on a page. When saved this way, the HTML
is hosted and run by an external website. URL s-controls are also called Web controls.
V
Validation Rule
A rule that prevents a record from being saved if it does not meet the standards that are specified.
Visualforce
A simple, tag-based markup language that allows developers to easily define custom pages and components for apps built on the
platform. Each tag corresponds to a coarse or fine-grained component, such as a section of a page, a related list, or a field. The
components can either be controlled by the same logic that is used in standard Salesforce pages, or developers can associate their
own logic with a controller written in Apex.
664
Glossary
W
Web Control
See URL S-Control.
Web Links
See Custom Links.
Web Service
A mechanism by which two applications can easily exchange data over the Internet, even if they run on different platforms, are
written in different languages, or are geographically remote from each other.
WebService Method
An Apex class method or variable that can be used by external systems, like a mash-up with a third-party application. Web service
methods must be defined in a global class.
Web Services API
A Web services application programming interface that provides access to your Salesforce organization's information. See also SOAP
API and Bulk API.
Web Tab
A custom tab that allows your users to use external websites from within the application.
Workflow Action
A workflow action, such as an email alert, field update, outbound message, or task, fires when the conditions of a workflow rule are
met.
Workflow Email Alert
A workflow action that sends an email when a workflow rule is triggered. Unlike workflow tasks, which can only be assigned to
application users, workflow alerts can be sent to any user or contact, as long as they have a valid email address.
Workflow Field Update
A workflow action that changes the value of a particular field on a record when a workflow rule is triggered.
Workflow Outbound Message
A workflow action that sends data to an external Web service, such as another cloud computing application. Outbound messages
are used primarily with composite apps.
Workflow Queue
A list of workflow actions that are scheduled to fire based on workflow rules that have one or more time-dependent workflow actions.
Workflow Rule
A workflow rule sets workflow actions into motion when its designated conditions are met. You can configure workflow actions to
execute immediately when a record meets the conditions in your workflow rule, or set time triggers that execute the workflow
actions on a specific day.
Workflow Task
A workflow action that assigns a task to an application user when a workflow rule is triggered.
WSDL (Web Services Description Language) File
An XML file that describes the format of messages you send and receive from a Web service. Your development environment's SOAP
client uses the Salesforce Enterprise WSDL or Partner WSDL to communicate with Salesforce using the SOAP API.
665
Glossary
X
XML (Extensible Markup Language)
A markup language that enables the sharing and transportation of structured data. All Force.com components that are retrieved or
deployed through the Metadata API are represented by XML definitions.
Y
No Glossary items for this entry.
Z
Zip File
A data compression and archive format.
A collection of files retrieved or deployed by the Metadata API. See also Local Project.
666
INDEX
A
Account Team Roles 16
AccountSettings components 505
ActionLinkGroupTemplate component 116
ActionOverride component 219
ActivitiesSettings component 506
AddressSettings component 509
AllOrNoneHeader header 634
Analytics 366
AnalyticSnapshot component 120
ApexClass component 130
ApexComponent component 133
ApexPage component 134
ApexTrigger component 136
API support policy 3
AppMenu component 137
ApprovalProcess components 140
ArticleType component
Layout 125
AssignmentRules component 152
AuraDefinitionBundle component 155
AuthProvider object 157
AutoResponseRules component 162
B
Backward compatibilty 3
BaseSharingRule component 571
BusinessHoursSettings component 513
BusinessProcess component 221
C
call deprecation 3
CallCenter component 164
CallOptions header 636
Calls
cancelDeploy 41
checkDeployStatus 40
checkRetrieveStatus 54
checkStatus 77
create (asynchronous) 69
createMetadata (synchronous) 57
delete (asynchronous) 71
deleteMetadata (synchronous) 66
deploy 31
deployRecentValidation 43
Calls (continued)
describeMetadata 78
describeValueType 79
listMetadata 82, 84
readMetadata (synchronous) 60
renameMetadata (synchronous) 68
retrieve 48
update (asynchronous) 73
updateMetadata (synchronous) 61
upsertMetadata (synchronous) 64
cancel deploy call 41
CaseSettings components 517
Certificate component 166
ChatterAnswersSettings component 524
checkDeployStatus metadata call 40
checkRetrieveStatus metadata call 54
checkStatus metadata call 77
Community (Zone)component 167
CompactLayout component 223
CompanySettings component 526
component 197
Components
AccountSettings 505
ActionLinkGroupTempalte 116
ActionOverride 219
ActivitiesSettings 506
Activity Settings 506
AddressSettings 509
AnalyticSnapshot 120
ApexClass 130
ApexComponent 133
ApexPage 134
ApexTrigger 136
AppMenu 137
ApprovalProcess 140
Article Type 127
ArticleType 122
AssignmentRules 152
AuraDefinitionBundle 155
AutoResponseRules 162
BaseSharingRule 571
BusinessHoursSettings 513
BusinessProcess 221
CallCenter 164
CaseSettings 517
Certificate 166
667
Index
Components (continued)
ChatterAnswersSettings 524
Community (Zone) 167
CompactLayout 223
CompanySettings 526
ConnectedApp 170
ContractSettings 527
CorsWhitelistOrigin 178
CriteriaBasedSharingRule 572
custom metadata type 201
CustomApplication 179
CustomApplicationComponent 196
CustomFeedFilter 197
CustomField 225
CustomLabels 199
CustomMetadata 204
CustomObject 209
CustomObjectTranslation 264
CustomPageWebLink 273
CustomPermission 276
CustomSite 278
CustomTab 283
Dashboard 286
DataCategoryGroup 305
DelegateGroup 310
Dependent Picklist (see Picklist) 243
Document 312
EmailTemplate 314
EntitlementProcess 318
EntitlementSettings 528
EntitlementTemplate 322
EscalationRules 323
ExternalDataSource 326
FieldSet 235
FlexiPage 329
Flow 335
Folder 364
FolderShare 366
ForecastingSettings 530
Group 368
HistoryRetentionPolicy 236
HomePageComponent 369
HomePageLayout 370
IdeasSettings 539
InstalledPackage 371
KeywordList 372
KnowledgeSettings 540
Layout 374
Layout (for article types) 125
Letterhead 394
list of types 103
ListView 237
LiveAgentSettings 544
LiveChatAgentConfig 397
LiveChatButton 401
LiveChatDeployment 404
LiveChatSensitiveDataRule 406
ManagedTopics 408
MatchingRule 410
Metadata 413
MetadataWithContent 414
MilestoneType 414
MobileSettings 545
ModerationRule 415
NamedCredential 418
NamedFilter 241
NameSettings 548
network 420
OpportunitySettings 549
OrderSettings 550
OwnerSharingRule 578
PathAssistant 431
PathAssistantSettings 551
PermissionSet 433
Picklist 243
PlatformCachePartition 440
Portal 442
PostTemplate 445
ProductSettings 552
Profile 446
Queue 458
QuickAction 459
QuoteSettings 553
RecordType 249
RemoteSiteSetting 464
Report 465
ReportType 492
Role 495
RoleOrTerritory 496
SamlSsoConfig 498
Scontrol 501
SearchLayouts 252
SecuritySettings 554
Settings 503
SharedTo 562
SharingBaseRule 564
SharingReason 254
668
Index
SharingRecalculation 255
SharingRules 565
SharingSet 584
SiteDotCom 587
Skill 588
StaticResource 590
SynonymDictionary 591
Territory 593
Territory2 594
Territory2Model 598
Territory2Rule 600
Territory2Settings 560
Territory2Type 603
TransactionSecurityPolicy 604
Translations 606
unsupported 113
ValidationRule 256
WaveApplication 614
WaveDataset 615
WaveTemplateBundle 616
WebLink 257
Workflow 618
Components in deployments 115
ConnectedApp component 170
ContractSettings component 527
CorsWhitelistOrigin component 178
create call (asynchronous) 69
createMetadata call (synchronous) 57
CriteriaBasedSharingRule component 572
Custom metadada type component 201
CustomApplication component 179
CustomApplicationComponent component 196
CustomField component 225
CustomLabels component 199
CustomMetadata component 204
CustomObject
WebLink component 257
CustomObject component 209
language support 640, 646
CustomObjectTranslation component 264
CustomPageWebLink component 273
CustomPermission component 276
CustomSite component 278
CustomTab component 283
D
Dashboard component 286
DataCategoryGroup component 305

DebuggingHeader header 637
DelegateGroup component 310
delete call (asynchronous) 71
Delete components 39
deleteMetadata call (synchronous) 66
Dependent Picklist 243
Deploy 14
deploy call
running tests 2123
Deployment issues 115
deployRecentValidation call 43
Deprecated calls 3
describeMetadata call 78
describeValueType call 79
destructiveChanges.xml 39
destructiveChangesPost.xml 39
destructiveChangesPre.xml 39
Developer resources 3
Development platforms 2
Document component 312
E
Editions 1
EmailTemplate component 314
EntitlementProcess components 318
EntitlementSettings components 528
EntitlementTemplate component 322
Error handling 30
EscalationRules component 323
Expiration of session ID 30
ExternalDataSource component 326
F
Field types 261
FieldSet component 235
File-based metadata 14
FlexiPage component 329
Flow component 335
FlowDefinition 363
Folder component 364
ForecastingSettings component 530
G
Group component 368
H
Headers
AllOrNoneHeader 634
669
Index
Headers (continued)
CallOptions 636
DebuggingHeader 637
SessionHeader 639
HistoryRetentionPolicy component 236
HomePageComponent component 369
HomePageLayout component 370
I
IdeasSettings component 539
InstalledPackage component 371
K
KeywordList component 372
KnowledgeSettings component 540
L
Layout component 374
Layout component (for article types) 125
Letterhead component 394
listMetadata call 82
ListMetadataQuery 84
ListView component 237
LiveAgentSettings components 544
LiveChatAgentConfig components 397
LiveChatButton components 401
LiveChatDeployment components 404
LiveChatSensitiveDataRule component 406
M
ManagedTopics component 408
Manifest file 14, 16
MatchingRule component 410
Metadata calls 1
Metadata component 413
Metadata components 112
Metadata types 103, 112113
MetadataWithContent component 414
MilestoneType component 414
MobileSettings component 545
ModerationRule component 415
N
NamedCredential component 418
NamedFilter component 241
NameSettings component 548
Network component 420
O
Object relationship 492
Objects
AuthProvider 157
Opportunity Team Roles 16
OpportunitySettings component 549
OrderSettings component 550
Outer join 492
OwnerSharingRule component 578
P
Package 430
Package versions 130
package.xml
samples 16
PackageVersion 130
PathAssistant component 431
PathAssistantSettings component 551
PermissionSet component 433
Picklist component 243
PlatformCachePartition component 440
Portal component 442
PostTemplate component 445
Prerequisites 4
ProductSettings component 552
Profile component 446
Q
Queue component 458
Quick start
Generate WSDLs 4
Import WSDLs 5
Java sample 6
Prerequisites 4
QuickAction component 459
QuoteSettings component 553
R
readMetadata call (synchronous) 60
RecordType component 249
Recycle Bin 312
RemoteSiteSetting component 464
renameMetadata call (synchronous) 68
Report component 465
ReportType component 492
Retrieve 14
retrieve call 48
RetrieveRequest 53
Role component 495
670
Index
RoleOrTerritory component 496
S
SamlSsoConfig component 498
Sample code 6
Sandbox 1
Scontrol component 501
SearchLayouts component 252
SecuritySettings component 554
Session ID expiration 30
SessionHeader header 639
Settings 503
SharedTo component 562
SharingBaseRule component 564
SharingReason component 254
SharingRecalculation component 255
SharingRules 565
SharingSet component 584
SiteDotCom component 587
Skill component 588
Standards compliance 2
StaticResource component 590
Support policy 3
Supported calls 112
SynonymDictionary component 591
T
Territory component 593
Territory2 component 594
Territory2Model component 598
Territory2Rule component 600
Territory2Settings component 560

Territory2Type component 603
TransactionSecurityPolicy component 604
Translations component 606
Types of fields 261
U
Understanding metadata calls and components 1
update call (asynchronous) 73
updateMetadata call (synchronous) 61
upsertMetadata call (synchronous) 64
Usernames 24
V
ValidationRule component 256
Versions 130
Visualforce component, see ApexComponent 133
Visualforce page, see ApexPage 134
W
WaveApplication component 614
WaveDataset component 615
WaveTemplateBundle component 616
WebLink component 257
Workflow component 618
WSC 5
WSDL integration 45
Z
Zip file 14
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What is the Metadata API and what can it be used for?

What is the Metadata API and what can it be used for?

What are the different types of Metadata API calls?

What are the different types of Metadata API calls?

Metadata API Developer Guide

Version 36.0, Spring 16

Chapter 1: Understanding Metadata API . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Chapter 2: Quick Start . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

USING METADATA API . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Chapter 4: CRUD-Based Metadata API Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Chapter 6: File-Based Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Chapter 7: CRUD-Based Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Chapter 8: Utility Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Chapter 9: Result Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Chapter 10: Metadata Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Chapter 11: Headers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 634

Appendix A: CustomObjectTranslation Language Support: Fully Supported

Understanding Metadata API

Supported Salesforce Editions

Understanding Metadata API

Metadata API Access for Professional Edition

Simple Object Access Protocol (SOAP) 1.1

Web Service Description Language (WSDL) http://www.w3.org/TR/2001/NOTE-wsdl-20010315

Understanding Metadata API

Metadata API Support Policy

Metadata API Support Policy

Step 1: Generate or Obtain the Web Service WSDLs for Your

Step 2: Import the WSDL Files Into Your Development Platform

Step 2: Import the WSDL Files Into Your Development Platform

Instructions for Java Environments (WSC)

For example, on Windows:

enterprise WSDL to create an enterprise.JAR file.

Step 3: Walk Through the Java Sample Code

Step 3: Walk Through the Java Sample Code

Step 3: Walk Through the Java Sample Code

private static LoginResult loginToSalesforce(

Java Sample Code for File-Based Development

Step 3: Walk Through the Java Sample Code

public static void main(String[] args) throws Exception {

Step 3: Walk Through the Java Sample Code

Step 3: Walk Through the Java Sample Code

Step 3: Walk Through the Java Sample Code

private void retrieveZip() throws Exception {

Step 3: Walk Through the Java Sample Code

"ensure that MAX_NUM_POLL_REQUESTS is sufficient.");

Step 3: Walk Through the Java Sample Code

System.out.println("Manifest file: " + unpackedManifest.getAbsolutePath());

USING METADATA API

Deploying and Retrieving Metadata

Working with the Zip File

Deploying and Retrieving Metadata

Working with the Zip File

The following elements can be defined in package.xml.

Deploying and Retrieving Metadata

Sample package.xml Manifest Files

Sample package.xml Manifest Files

All Custom Objects

Deploying and Retrieving Metadata

Sample package.xml Manifest Files

Standard Picklist Fields