In today’s video, we’ll show you how to create custom metadata types in Salesforce. Metadata is data that describes other data, such as when a file was created. We can use this functionality to our advantage to extend our customizations; we can do things like create associations between objects, enforce business rules, and even add protected information. To create custom metadata types in Salesforce, follow these steps: 


1. Navigate to Setup.
2. In the Quick Find Box, type and select Custom Metadata Types.
3. Select New. For label, enter the name of the metadata type, as well as the Plural Label below.
4. Select Save. You’ll be redirected to the Custom Metadata Type Page.
5. Under Custom Fields, Select New.
6. Select the field type you want to use. Name your custom field type and select a length. Select Next, and Save.
7. On the Custom Metadata Type page, select Manage, then New.
8. Enter the label, type, and corresponding values for your Custom Fields.
9. Select Save and repeat for as many labels you need. From here, you can select Manage Records to view or add records to the custom metadata type. 


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About Roycon
We’re an Austin-based Salesforce Consulting Partner, with a passion and belief that the Salesforce platform’s capabilities can help businesses run more efficiently and effectively. Whether you are just getting started with Salesforce or looking to realize its full potential, Roycon specializes in Salesforce Implementations, Salesforce Ongoing Support, and Salesforce Integrations, and Development. We’re the certified partner to guide the way to increase Salesforce Adoption, make strategic decisions, and build your Salesforce Roadmap for success.