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Chapter Understanding Metadata API

Supported Salesforce Editions

Modify Metadata Through Metadata API Functions Permission

Development Platforms
Standards Compliance

Metadata API Support Policy

Related Resources
Chapter Quick Start
Prerequisites
Step Generate or Obtain the Web Service WSDLs for Your Organization

Step Import the WSDL Files Into Your Development Platform

Step Walk Through the Java Sample Code

USING METADATA API

Chapter Declarative FileBased Metadata API Calls

Deploying and Retrieving Metadata with the Zip File
Sample packagexml Manifest Files
Running Tests in a Deployment
Running a Subset of Tests in a Deployment
Run the Same Tests in Sandbox and Production Deployments
Maintaining User References

Chapter CRUDBased Metadata API Calls

Chapter REST Resources

Deploy Metadata with Apex Testing Using REST

Check the Status of Your Deployment Using REST Resources

Deploy a Recently Validated Component Set Without Tests

Cancel a Deployment in Progress Using REST

Use the Metadata REST API with the Salesforce CLI

Chapter Error Handling
Error Handling for Session Expiration

Chapter FileBased Calls
deploy
Deleting Components from an Organization
checkDeployStatus
cancelDeploy
deployRecentValidation
retrieve
RetrieveRequest
checkRetrieveStatus
Chapter CRUDBased Calls
createMetadata
readMetadata
updateMetadata
upsertMetadata
deleteMetadata
renameMetadata
create
delete
update
Chapter Utility Calls

Chapter Result Objects
AsyncResult
CancelDeployResult
DeployResult
DescribeMetadataResult
DescribeValueTypeResult
ReadResult
RetrieveResult
SaveResult
DeleteResult
UpsertResult
Error
Chapter Metadata Types
Metadata Components and Types
Unsupported Metadata Types

Special Behavior in Metadata API Deployments

AccountRelationshipShareRule
ActionLinkGroupTemplate
AnalyticSnapshot
AnimationRule
ArticleType
ArticleType Layout
ChannelLayout
ArticleType CustomField
ApexClass
ApexComponent
ApexPage
ApexTestSuite
ApexTrigger
AppMenu
ApprovalProcess
AssignmentRules
Audience
AuraDefinitionBundle
AuthProvider
AutoResponseRules
Bot
BotSettings
BotVersion
BrandingSet
CallCenter
CampaignInfluenceModel
CaseSubjectParticle
Certificate
ChatterExtension
CleanDataService
CMSConnectSource
Community Zone
CommunityTemplateDefinition
CommunityThemeDefinition
ConnectedApp
ContentAsset
CorsWhitelistOrigin
CspTrustedSite
CustomApplication
CustomApplicationComponent
CustomFeedFilter
CustomHelpMenuSection
CustomLabels
Custom Metadata Types CustomObject
CustomMetadata
CustomNotificationType
CustomObject
ActionOverride
BusinessProcess
CompactLayout
CustomField
FieldSet
HistoryRetentionPolicy
Index
ListView
NamedFilter
Picklist Including Dependent Picklist
RecordType
SearchLayouts
SharingReason
SharingRecalculation
ValidationRule
WebLink
Metadata Field Types
CustomObjectTranslation
CustomPageWebLink
CustomPermission
CustomSite
CustomTab
CustomValue
Dashboard
DataCategoryGroup
DelegateGroup
Document
DuplicateRule
EclairGeoData
EmailServicesFunction
EmailTemplate
EmbeddedServiceBranding
EmbeddedServiceConfig
EmbeddedServiceFieldService
EmbeddedServiceFlowConfig
EmbeddedServiceLiveAgent
EntitlementProcess
EntitlementTemplate
EscalationRules
EventDelivery
EventSubscription
ExternalDataSource
ExternalServiceRegistration
FeatureParameterBoolean
FeatureParameterDate
FeatureParameterInteger
FlexiPage
Flow
FlowCategory
FlowDefinition
Folder
FolderShare
GlobalPicklist
GlobalPicklistValue
GlobalValueSet
GlobalValueSetTranslation
Group
HomePageComponent
HomePageLayout
InstalledPackage
KeywordList
Layout
Letterhead
LightningBolt
LightningComponentBundle
LightningExperienceTheme
LiveChatAgentConfig
LiveChatButton
LiveChatDeployment
LiveChatSensitiveDataRule
ManagedTopics
MatchingRule
Metadata
MetadataWithContent
MilestoneType
MlDomain Beta
ModerationRule
NamedCredential
Network
NetworkBranding
Package
PathAssistant
PermissionSet
PermissionSetGroup Pilot
PlatformCachePartition
PlatformEventChannel
Portal
PostTemplate
PresenceDeclineReason
PresenceUserConfig
Profile
ProfileActionOverride
ProfilePasswordPolicy
Prompt Beta
Queue
QueueRoutingConfig
QuickAction
RecommendationStrategy
RecordActionDeployment
RemoteSiteSetting
Report
ReportType
Role
RoleOrTerritory
SamlSsoConfig
Scontrol
ServiceChannel
ServicePresenceStatus
Settings
AccountSettings
ActivitiesSettings
AddressSettings
BusinessHoursSettings
CaseSettings
ChatterAnswersSettings
CompanySettings
ContractSettings
EntitlementSettings
FieldServiceSettings
FileUploadAndDownloadSecuritySettings
ForecastingSettings
IdeasSettings
IoTSettings
KnowledgeSettings
LeadConvertSettings
LiveAgentSettings
LiveMessageSettings
MacroSettings
MapAndLocationSettings
MobileSettings
NameSettings
NotificationsSettings
OauthCustomScope
OmniChannelSettings
OpportunitySettings
OrderSettings
OrgPreferenceSettings
PathAssistantSettings
ProductSettings
ProfileSessionSetting
QuoteSettings
SearchSettings
SecuritySettings
SocialCustomerServiceSettings
TerritorySettings
UserManagementSettings
SharedTo
SharingBaseRule
SharingRules
BaseSharingRule
CriteriaBasedSharingRule
OwnerSharingRule
SharingSet
SiteDotCom
Skill
StandardValueSet
StandardValueSetTranslation
StaticResource
SynonymDictionary
Territory
Territory
TerritoryModel
TerritoryRule
TerritoryType
TimeSheetTemplate
TopicsForObjects
TransactionSecurityPolicy
Translations
UserCriteria
WaveApplication
WaveDataflow
WaveDashboard
WaveDataset
WaveLens
WaveTemplateBundle
WaveXmd
Workflow
WorkSkillRouting
WorkSkillRoutingAttribute
Chapter Headers
AllOrNoneHeader
CallOptions
DebuggingHeader
SessionHeader

Languages
Languages

Appendix C StandardValueSet Names and Standard Picklist Fields

GLOSSARY

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