Monday, January 18, 2016

Settings and Uploading Custom metadata Records with Custom Metadata Loader in Salesforce

In my previous posts I have explained what is Custom MetaData Loader .Now I'm going to explain how to set up this tool/application in salesforce.

1. Download the Complete application Zip file from the git hub Source.

2. Deploy the Downloaded Zip file into your org using below tools
3. Once you have deployed the zip file successfully it will creates below components
  • 10 Apex Classes
  • 2  Apex Page
  • 1  Custom Application
  • 1  Custom meta data type
  • 1  Custom tab
  • 1  Permission Set
    For complete package.xml file you can refer here

4. Goto Setup-->Permission Sets-->Click on Custom Metadata loader-->Manage Assignments

5. Click on Add Assignments -->Add the users to whom you want to give access for this App.

6. Goto Application menu Select Custom Metadata Loader application.

7. Clicking on Custom Metadata Loader you will be receiving below error.




















8.To resolve that error we need to create a one Remote Site Setting. On clicking on the below Create Remote Site Setting button it will automatically creates a remote site setting directly.























9. Even after clicking the button your not able to create or if your getting error like Cannot create a new component with the namespace: srinu_dev_ed. Only components in the same namespace as the organization can be created through the API it means in your org you have enabled/created some custom domain.

10.To fix this issue copy the complete page url where your receiving this error and goto Remote Site setting and give below details and save it.

 Remote Site Name : c_mdapi
 Remote Site URL         : Copied page URL
 Active                       : Checked

11. Now everything is finished on clicking on the Custom metadata loader you will receive the below screen.So you can start uploading the .csv file to insert the records.




























Note:
The .csv file header names must be the Api names of the Custom meta data type for auto mapping the fields.

Enjoy with Custom Metadata Loader....................!

2 comments:

Mariusz said...

Thanks! One remark: while coping the complete page url in step 10, make sure you are in Classic and not Lightning :)

Unknown said...

Another thing - with Lightning, you cannot simply copy and paste the URL to the error page on the Custom Metadata Loader tab, you will need the VisualForce URL instead. Use https://________--c.visualforce.com where _____ is your custom domain, for example https://mydomain--c.visualforce.com