Custom Metadata Code Examples

Examples

Example 1: Custom Metadata in Apex

Pattern: Querying and using Custom Metadata in Apex Use Case: Integration endpoint configuration Complexity: Basic

Solution:

/**
 * Utility class for accessing Custom Metadata
 */
public class IntegrationConfig {
    
    private static Map<String, Integration_Config__mdt> configMap;
    
    /**
     * Get integration configuration by name
     * @param configName Configuration name
     * @return Integration configuration
     */
    public static Integration_Config__mdt getConfig(String configName) {
        if (configMap == null) {
            loadConfigMap();
        }
        
        return configMap.get(configName);
    }
    
    /**
     * Get endpoint URL for integration
     * @param configName Configuration name
     * @return Endpoint URL
     */
    public static String getEndpoint(String configName) {
        Integration_Config__mdt config = getConfig(configName);
        return config != null ? config.Endpoint_URL__c : null;
    }
    
    /**
     * Load all configurations into map
     */
    private static void loadConfigMap() {
        configMap = new Map<String, Integration_Config__mdt>();
        
        for (Integration_Config__mdt config : [
            SELECT DeveloperName, Endpoint_URL__c, Method__c, Timeout__c
            FROM Integration_Config__mdt
            WHERE Is_Active__c = true
        ]) {
            configMap.put(config.DeveloperName, config);
        }
    }
}

Explanation:

Example 2: Custom Metadata in Flows

Pattern: Using Custom Metadata in Flow automation Use Case: Configurable approval thresholds Complexity: Basic

Solution:

Flow Steps:

  1. Get Records: Query Custom Metadata
    • Object: Approval_Threshold__mdt
    • Filter: Record_Type__c = {!$Record.RecordType.Name}
  2. Decision: Check threshold
    • {!$Record.Amount} > {!Get_Threshold.Amount_Threshold__c}
  3. Action: Use threshold value in logic

Explanation:

Example 3: Migration from Custom Settings to Custom Metadata

Pattern: Migrating configuration from Custom Settings to Custom Metadata Use Case: Modernizing configuration management Complexity: Advanced

Solution:

/**
 * Migration utility for Custom Settings to Custom Metadata
 */
public class ConfigMigration {
    
    /**
     * Migrate data from Custom Settings to Custom Metadata
     * Note: Custom Metadata records must be created manually or via Metadata API
     */
    public static void migrateNotificationSettings() {
        // Get all Custom Settings records
        Map<String, Notification_Config__c> settingsMap = Notification_Config__c.getAll();
        
        // Create Custom Metadata records (via Metadata API or manual)
        // This is a simplified example - actual migration requires Metadata API
        
        for (String key : settingsMap.keySet()) {
            Notification_Config__c setting = settingsMap.get(key);
            
            // Create Custom Metadata record
            // Note: This requires Metadata API deployment
            System.debug('Migrating: ' + key + ' = ' + setting.Enable_Emails__c);
        }
    }
    
    /**
     * Update code to use Custom Metadata instead of Custom Settings
     */
    public static Boolean isEmailEnabled() {
        // Old: Notification_Config__c.getInstance().Enable_Emails__c
        // New: Query Custom Metadata
        Notification_Config_MDT__mdt config = [
            SELECT Enable_Emails__c
            FROM Notification_Config_MDT__mdt
            WHERE DeveloperName = 'Default'
            LIMIT 1
        ];
        
        return config != null && config.Enable_Emails__c == true;
    }
}

Explanation: