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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

API EndofLife

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
Does a Retrieve Job Have a Status of Pending
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
Metadata Coverage Report
Unsupported Metadata Types

Special Behavior in Metadata API Deployments

AccountRelationshipShareRule
ActionLinkGroupTemplate
ActionPlanTemplate
AnalyticSnapshot
AnimationRule
ArticleType
ArticleType Layout
ChannelLayout
ArticleType CustomField
ApexClass
ApexComponent
ApexPage
ApexTestSuite
ApexTrigger
AppMenu
AppointmentSchedulingPolicy
ApprovalProcess
AssignmentRules
Audience
AuraDefinitionBundle
AuthProvider
AutoResponseRules
Bot
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
ProfileSearchLayouts
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
EmbeddedServiceMenuSettings
EntitlementProcess
EntitlementTemplate
EscalationRules
EventDelivery
EventSubscription
ExperienceBundle
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
LightningMessageChannel Beta
LiveChatAgentConfig
LiveChatButton
LiveChatDeployment
LiveChatSensitiveDataRule
ManagedContentType
ManagedTopics
MatchingRule
Metadata
MetadataWithContent
MilestoneType
MlDomain Beta
MobileApplicationDetail
ModerationRule
MyDomainDiscoverableLogin
NamedCredential
NavigationMenu
Network
NetworkBranding
NotificationTypeConfig
OauthCustomScope
Package
PathAssistant
PaymentGatewayProvider
PermissionSet
PermissionSetGroup
PlatformCachePartition
PlatformEventChannel
PlatformEventChannelMember
Portal
PostTemplate
PresenceDeclineReason
PresenceUserConfig
Profile
ProfileActionOverride
ProfilePasswordPolicy
ProfileSessionSetting
Prompt
Queue
QueueRoutingConfig
QuickAction
RedirectWhitelistUrl
RecommendationStrategy
RecordActionDeployment
RemoteSiteSetting
Report
ReportType
Role
RoleOrTerritory
SamlSsoConfig
Scontrol
ServiceChannel
ServicePresenceStatus
Settings
AccountSettings
AccountInsightsSettings
AccountIntelligenceSettings
ActionsSettings
ActivitiesSettings
AddressSettings
AnalyticsSettings
ApexSettings
AppExperienceSettings
AutomatedContactsSettings
BotSettings
BusinessHoursSettings
CampaignSettings
CaseClassificationSettings
CaseSettings
ChatterAnswersSettings
ChatterEmailMDSettings
ChatterSettings
CommunitiesSettings
CompanySettings
ConnectedAppSettings
ContentSettings
ContractSettings
CurrencySettings
DeploymentSettings
DevHubSettings
EACSettings
EmailAdministrationSettings
EmailIntegrationSettings
EmailTemplateSettings
EnhancedNotesSettings
EncryptionKeySettings
EntitlementSettings
EventSettings
ExperienceBundleSettings
FieldServiceSettings
FileUploadAndDownloadSecuritySettings
FlowSettings
ForecastingSettings
HighVelocitySalesSettings
IdeasSettings
IndustriesSettings
InvocableActionSettings
IoTSettings
KnowledgeSettings
LanguageSettings
LeadConfigSettings
LeadConvertSettings
LiveAgentSettings
LightningExperienceSettings
LiveMessageSettings
MacroSettings
MapAndLocationSettings
MobileSettings
MyDomainSettings
NameSettings
NotificationsSettings
ObjectLinkingSettings Beta
OmniChannelSettings
OpportunityInsightsSettings
OpportunitySettings
OrderManagementSettings
OrderSettings
OrgPreferenceSettings
OrgSettings
PartyDataModelSettings
PardotSettings
PardotEinsteinSettings
PathAssistantSettings
PicklistSettings
PlatformEncryptionSettings
PredictionBuilderSettings
PrivacySettings
ProductSettings
QuoteSettings
RecordPageSettings
SchemaSettings
SearchSettings
SecuritySettings
SharingSettings
SiteSettings
SocialCustomerServiceSettings
SocialProfileSettings
SurveySettings
TerritorySettings
TrailheadSettings
TrialOrgSettings
UserEngagementSettings
UserInterfaceSettings
UserManagementSettings
VoiceSettings
WorkDotComSettings
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
WaveRecipe
WaveTemplateBundle
WaveXmd
Workflow
WorkSkillRouting
Chapter Headers
AllOrNoneHeader
CallOptions
DebuggingHeader
SessionHeader

APPENDICES

Languages
Languages

Appendix C StandardValueSet Names and Standard Picklist Fields

INDEX

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