Custom Settings and Custom metadata

Custom setting:

• Custom setting data are stored in the application cache memory, which is easy to access Without Query.
• It Similar to a custom object
• Triggers are not involved in this setting.
• Custom settings can create up to 300 fields.
• It provides limited custom fields only.

Types of custom settings:

There are two types of custom settings in Salesforce:

• List custom settings
• Hierarchy custom settings

 List Custom Settings:

• List custom settings are used to store data that needs to be accessed as a collection.

 Hierarchy Custom Settings:

• Hierarchy custom settings are used to store data.
• The collection of data is fetched based on profile and user.

How to create the custom settings

Step 1:  Access the Salesforce Setup menu.

Step 2: In the Quick Find box, search the Custom setting and click the new button

Step 3: If you see that the setting type is not enabled so we find the schema setting and then enable the Manage list custom setting type. Next,

Step 4: Now, the setting type is enabled that fills the object name and label. For example, I have entered the object name and the label is Employee.

Step 5: Now, the custom settings are created. Now, we click the new button and start creating custom fields for our needs.

Step 6: The custom setting is created with custom fields. Now, Click the Manage button. we can create some sample data as in the below image.

Step 7: Click the Save Button. Now, the custom field is created.

Advantages and Disadvantages:

Advantage:

• Quick access to data.
•  A query is not required.
• Hierarchy custom settings give different data as per the profile or user ID.

Disadvantage:

• Custom-setting data cannot be deployed to any other organization.
• Tabs cannot be created.
• only 300 fields are allowed.
• Manually deploy the data.

• Metadata:

• Metadata is data about data and is the same as Custom Settings.
• It is similar to a custom object that creates the Validation rule, page layout, and fields.
• Its API name end with “__mdt “.
• It provided a lookup, picklist, and text area.

How to create the Custom Metadata settings:

Step 1: Go to the Salesforce Setup menu.

Step 2: In the Quick Find box, search the Custom Metadata types and click the new button.

Step 3: If click the new button, show the Custom Metadata Type Information page and then enter the label and Object name.

Step 4: Next click the save button, and the metadata is created.

Step 5: The custom Metadata types were created, and now We start creating custom fields, validation rules, and page layouts for our needs.