Do you Know, we can do most of the configuration of salesforce through Apex code also.
In this post, I will demonstrate how we can create a picklist and update the picklist value.
Step 1 : Create an apex class with the name MetadataService.apx. Paste the following code.
Step 2 : Create another class with name metautil.apx
public class MetadataUtil {
private static final Integer METADATA_API_VERSION =
Integer.valueOf(new MetadataService.MetadataPort().endpoint_x.substringAfterLast('/'));
/* public static String fetchUserSessionId(){
String sessionId = '';
PageReference reportPage = Page.SessionId;
String vfContent = reportPage.getContent().toString();
Integer startP = vfContent.indexOf('Start_Of_Session_Id') + 'Start_Of_Session_Id'.length(),
endP = vfContent.indexOf('End_Of_Session_Id');
sessionId = vfContent.substring(startP, endP);
return sessionId;
}*/
public static MetadataService.MetadataPort createService(){
MetadataService.MetadataPort service = new MetadataService.MetadataPort();
service.SessionHeader = new MetadataService.SessionHeader_element();
service.SessionHeader.sessionId = UserInfo.getSessionId();
return service;
}
public static List<MetadataService.FileProperties> listMetadata(String typex){
MetadataService.MetadataPort service = createService();
List<MetadataService.ListMetadataQuery> queries = new List<MetadataService.ListMetadataQuery>();
MetadataService.ListMetadataQuery genericMetadata = new MetadataService.ListMetadataQuery();
genericMetadata.type_x = typex;//profile,customObjects,ApexClass,ApexTrigger
queries.add(genericMetadata);
MetadataService.FileProperties[] fileProperties = service.listMetadata(queries, 50);
for(MetadataService.FileProperties prop : fileProperties){
System.debug(prop.fullName);
}
return fileProperties;
}
public static void readMetadata(){
MetadataService.MetadataPort service = createService();
MetadataService.Profile profileDetails = (MetadataService.Profile) service.readMetadata('Profile',
new String[] { 'Admin' }).getRecords()[0];
MetadataService.ProfileLoginHours loginHours = profileDetails.loginHours;
MetadataService.ProfileLoginIpRange[] loginIpRanges = profileDetails.loginIpRanges;
System.debug(' loginHours \n '+loginHours);
System.debug(' loginIpRanges \n '+loginIpRanges);
}
public static void updatePicklistField()
{
SobjectType objType = Schema.getGlobalDescribe().get('Account');
system.debug('objType ' +objType);
Map<String,Schema.SObjectField> objFields = objType.getDescribe().fields.getMap();
system.debug('objFields>>'+objFields);
SObjectField fieldName = objFields.get('Anchor_Code__c');
system.debug('fieldName-------'+fieldName);
Schema.DescribeFieldResult fieldResult = fieldName.getDescribe();
fieldResult = fieldResult.getSObjectField().getDescribe();
system.debug('fieldResult-------'+fieldResult);
List<Schema.PicklistEntry> ple = fieldResult.getPicklistValues();
system.debug('ple------'+ple);
List<String> existingPicklistValues = new List<String>();
for( Schema.PicklistEntry pickListVal : ple){
existingPicklistValues.add(pickListVal.getValue());
system.debug('-label-'+pickListVal.getLabel());
}
MetadataService.MetadataPort service = createService();
// MetadataService.CustomField customField = new MetadataService.CustomField();
MetadataService.CustomField customField = (MetadataService.CustomField) service.readMetadata('CustomField', new String[] { 'Account.Anchor_Code__c'}).getRecords()[0];
system.debug('Custom field'+customField);
//customField.fullName = 'Account.Anchor_Code__c';
//customField.label = 'Anchor Code';
// customField.type_x = 'Picklist';
// Define the Value Set and Value Set Definitions
MetadataService.ValueSet vs = new MetadataService.ValueSet();
MetadataService.ValueSetValuesDefinition vd = new MetadataService.ValueSetValuesDefinition();
// Define the picklist values
List<MetadataService.CustomValue> customValues = new List<MetadataService.CustomValue>();
MetadataService.CustomValue cv1 = new MetadataService.CustomValue();
cv1.label = 'D';
cv1.fullName = 'D';
cv1.isActive = true;
cv1.default_x = false;
customValues.add(cv1);
MetadataService.CustomValue cv2 = new MetadataService.CustomValue();
cv2.label = 'E';
cv2.fullName = 'E';
cv2.isActive = true;
cv2.default_x = true;
customValues.add(cv2);
//Integer a = 0;
for(String str : existingPicklistValues ){
MetadataService.CustomValue cvn = new MetadataService.CustomValue();
cvn.label = str;
cvn.fullName = str;
cvn.isActive = true;
cvn.default_x = false;
customValues.add(cvn);
}
//customValues.add(existingPicklistValues);
vd.value = customValues;
vd.sorted = true;
vs.valueSetDefinition = vd;
// Use valueSet instead of Picklist
customField.valueSet = vs;
/* List<MetadataService.SaveResult> results =
service.createMetadata(
new MetadataService.Metadata[] { customField }); */
MetadataService.SaveResult saveResult = service.updateMetadata( new MetadataService.Metadata[] { customField })[0];
// handleSaveResults(results[0]);
}
public static MetadataService.CustomField readCustomFieldMetadata(String tpye_x){
MetadataService.MetadataPort service = createService();
MetadataService.CustomField customFieldInfo = (MetadataService.CustomField) service.readMetadata('CustomField',
new String[] { 'Account.AccountSource' }).getRecords()[0];
System.debug(' fullName \n '+customFieldInfo.fullName);
System.debug(' securityClassification \n '+customFieldInfo.securityClassification);
System.debug(' businessOwnerGroup \n '+customFieldInfo.businessOwnerGroup);
System.debug(' businessOwnerUser \n '+customFieldInfo.businessOwnerUser);
System.debug(' businessStatus \n '+customFieldInfo.businessStatus);
//System.debug(' complianceGroup \n '+customFieldInfo.complianceGroup);
return customFieldInfo;
}
public static MetadataService.CustomObject readCustomObjectMetadata(String apiName){
MetadataService.MetadataPort service = createService();
MetadataService.CustomObject customObjectDetails = (MetadataService.CustomObject) service.readMetadata('CustomObject',
new String[] { apiName }).getRecords()[0];
return customObjectDetails;
}
public static void readApexClassMetadata(){
MetadataService.MetadataPort service = createService();
MetadataService.ApexClass ApexClassDetails = (MetadataService.ApexClass) service.readMetadata('ApexClass',
new String[] { 'LinkedInUtil' }).getRecords()[0];
System.debug(' ApexClassDetails \n '+ApexClassDetails.content);
}
public static void retrieveMetadataItem() {
MetadataService.MetadataPort service = createService();
MetadataService.RetrieveRequest retrieveRequest = new MetadataService.RetrieveRequest();
retrieveRequest.apiVersion = METADATA_API_VERSION;
retrieveRequest.packageNames = null;
retrieveRequest.singlePackage = true;
retrieveRequest.specificFiles = null;
retrieveRequest.unpackaged = new MetadataService.Package_x();
retrieveRequest.unpackaged.types = new List<MetadataService.PackageTypeMembers>();
MetadataService.PackageTypeMembers packageType = new MetadataService.PackageTypeMembers();
packageType.name = 'ApexClassRetrieve';
packageType.members = new String[] { 'ApexClass', 'LinkedInUtil' };
retrieveRequest.unpackaged.types.add(packageType);
MetadataService.AsyncResult AsyncResult = service.retrieve(retrieveRequest);
MetadataService.RetrieveResult retrieveResult = service.checkRetrieveStatus(AsyncResult.Id, true);
if(retrieveResult.done){
if(retrieveResult.status != 'Succeeded'){
}else{
String MetaDataRetrieveZip = retrieveResult.zipFile;
System.debug(' MetaDataRetrieveZip '+MetaDataRetrieveZip);
AsyncResult = null;
}
}
}
public static void createObject(String objectLabel, String pluralLabel, String description){
MetadataService.MetadataPort service = createService();
MetadataService.CustomObject customObject = new MetadataService.CustomObject();
customObject.fullName = objectLabel.replace(' ', '_')+'__c'; // Test Object => Test_Object__c
customObject.label = objectLabel;
customObject.description = description;
customObject.enableActivities = true;
customObject.enableFeeds = true;
customObject.enableSearch = true;
customObject.enableReports = true;
customObject.enableFeeds = true;
customObject.pluralLabel = pluralLabel;
customObject.nameField = new MetadataService.CustomField();
customObject.nameField.type_x = 'Text';
customObject.nameField.label = objectLabel+' Record';
customObject.deploymentStatus = 'Deployed';
customObject.sharingModel = 'ReadWrite';
List<MetadataService.SaveResult> results = service.createMetadata( new MetadataService.Metadata[] { customObject } );
handleSaveResults(results[0]);
}
public static void createObjectWithAN(String objectLabel, String pluralLabel, String description){
MetadataService.MetadataPort service = createService();
MetadataService.CustomObject customObject = new MetadataService.CustomObject();
customObject.fullName = objectLabel.replace(' ', '_')+'__c'; // Test Object => Test_Object__c
customObject.label = objectLabel;
customObject.description = description;
customObject.enableActivities = true;
customObject.enableSearch = true;
customObject.enableReports = true;
customObject.enableFeeds = true;
customObject.pluralLabel = pluralLabel;
customObject.nameField = new MetadataService.CustomField();
customObject.nameField.type_x = 'AutoNumber';
customObject.nameField.label = objectLabel+' Record';
customObject.nameField.displayFormat = 'UIMD-{00000}';
customObject.nameField.startingNumber = 1;
customObject.deploymentStatus = 'Deployed';
customObject.sharingModel = 'ReadWrite';
List<MetadataService.SaveResult> results = service.createMetadata( new MetadataService.Metadata[] { customObject } );
handleSaveResults(results[0]);
}
public static void createFields(String objectApiName, String fieldLabel, Boolean required,
Boolean extenalId, Boolean unique,Boolean caseSensitive){
MetadataService.MetadataPort service = createService();
MetadataService.CustomField customField = new MetadataService.CustomField();
customField.fullName = objectApiName+'.'+fieldLabel.replace(' ', '_')+'__c'; // Account - Active => Account.Active__c
customField.label = fieldLabel;
customField.type_x = 'Text';
customField.description = 'This is the field created from Custom Metadata';
customField.inlineHelpText = 'This is the field created from Custom Metadata';
customField.length = 60;
customField.required = required;
customField.unique = unique;
customField.externalId = extenalId;
customField.defaultValue = '"904242"';
customField.caseSensitive = caseSensitive;
List<MetadataService.SaveResult> results = service.createMetadata( new MetadataService.Metadata[] { customField } );
handleSaveResults(results[0]);
}
public static void createNumberField(String objectApiName, String fieldLabel, Boolean required,
Boolean extenalId, Boolean unique){
MetadataService.MetadataPort service = createService();
MetadataService.CustomField customField = new MetadataService.CustomField();
customField.fullName = objectApiName+'.'+fieldLabel.replace(' ', '_')+'__c'; // Account - Active => Account.Active__c
customField.label = fieldLabel;
customField.type_x = 'Number';
customField.description = 'This is the field created from Custom Metadata';
customField.inlineHelpText = 'This is the field created from Custom Metadata';
customField.scale = 2;
customField.precision = 8;
customField.required = required;
customField.unique = unique;
customField.externalId = extenalId;
List<MetadataService.SaveResult> results = service.createMetadata( new MetadataService.Metadata[] { customField } );
handleSaveResults(results[0]);
}
public static void createLookupField(String objectApiName, String fieldLabel, String relatedToAPiName,
String typex, String description, String helpText, String relationshipLabel,
String relationshipName){
MetadataService.MetadataPort service = createService();
MetadataService.CustomField customField = new MetadataService.CustomField();
customField.fullName = objectApiName+'.'+fieldLabel.replace(' ', '_')+'__c';
customField.label = fieldLabel;
customField.type_x = typex; // Lookup // MasterDetail
customField.description = 'This is the '+typex+' field related to '+relatedToApiName +' Object';
customField.inlineHelpText = 'This is the '+typex+' field related to '+relatedToApiName +' Object';
customField.relationshipLabel = relationshipLabel;
customField.relationshipName = relationshipName;
customField.referenceTo = relatedToApiName;
List<MetadataService.SaveResult> results = service.createMetadata( new MetadataService.Metadata[] { customField } );
handleSaveResults(results[0]);
}
public static void createPicklistField(String objectApiName, String fieldLabel, List<String> options){
MetadataService.MetadataPort service = createService();
MetadataService.CustomField customField = new MetadataService.CustomField();
customField.fullName = objectApiName+'.'+fieldLabel.replace(' ', '_')+'__c';
customField.label = fieldLabel;
customField.type_x = 'Picklist';
customField.description = 'This is the picklist field created from Custom Metadata while recording UDEMY INTEGRATION';
customField.inlineHelpText = 'This is the picklist field created from Custom Metadata while recording UDEMY INTEGRATION';
MetadataService.ValueSet valueSetDef = new MetadataService.ValueSet();
MetadataService.ValueSetValuesDefinition valueDefinition = new MetadataService.ValueSetValuesDefinition();
List<MetadataService.CustomValue> values = new List<MetadataService.CustomValue>();
for(String value : options){
MetadataService.CustomValue customValue = new MetadataService.CustomValue();
customValue.fullName = value;
customValue.default_x = false;
customValue.isActive = true;
customValue.label = value;
values.add(customValue);
}
valueDefinition.value = values;
valueDefinition.sorted = true;
valueSetDef.valueSetDefinition = valueDefinition;
valueSetDef.restricted = true;
customField.valueSet = valueSetDef;
customField.required = true;
List<MetadataService.SaveResult> results = service.createMetadata( new MetadataService.Metadata[] { customField } );
handleSaveResults(results[0]);
}
public static void updateFieldLevelSecurityToProfile(List<String> filedApiNames, String objectApiName, String profile){
MetadataService.MetadataPort service = createService();
MetadataService.Profile admin = new MetadataService.Profile();
admin.fullName = profile;
admin.custom = false;
List<MetadataService.ProfileFieldLevelSecurity> fieldPermssions = new List<MetadataService.ProfileFieldLevelSecurity>();
for(String field : filedApiNames){
MetadataService.ProfileFieldLevelSecurity fieldSec = new MetadataService.ProfileFieldLevelSecurity();
fieldSec.field = objectApiName+'.'+field; //Udemy_IntegrationAN__c.SSN__c
fieldSec.editable = true;
fieldPermssions.add(fieldSec);
}
admin.fieldPermissions = fieldPermssions ;
List<MetadataService.SaveResult> results = service.updateMetadata(new MetadataService.Metadata[] { admin });
handleSaveResults(results[0]);
}
public static void updateFieldLevelSecurityToPermissionSet(List<String> filedApiNames, String objectApiName, String permSet
,String label){
MetadataService.MetadataPort service = createService();
MetadataService.PermissionSet permissionSet = new MetadataService.PermissionSet ();
permissionSet.fullName = permSet;
permissionSet.label = label;
List<MetadataService.PermissionSetFieldPermissions> fieldPermissions = new List<MetadataService.PermissionSetFieldPermissions>();
for(String field : filedApiNames){
MetadataService.PermissionSetFieldPermissions fieldSec = new MetadataService.PermissionSetFieldPermissions();
fieldSec.field = objectApiName+'.'+field;
fieldSec.editable = true;
fieldPermissions.add(fieldSec);
}
permissionSet.fieldPermissions = fieldPermissions;
List<MetadataService.SaveResult> results = service.updateMetadata(new MetadataService.Metadata[] { permissionSet });
handleSaveResults(results[0]);
}
public static MetadataService.ValidationRule readValidationRule(String apiName){
MetadataService.MetadataPort service = createService();
MetadataService.ValidationRule validationRuleDetails = (MetadataService.ValidationRule) service.readMetadata('ValidationRule',
new String[] { apiName }).getRecords()[0];
return validationRuleDetails;
}
public static void deactivateValidationMetadata(String fullName, Boolean active){
MetadataService.ValidationRule existingRule = readValidationRule(fullName);
MetadataService.MetadataPort service = createService();
MetadataService.ValidationRule rule = new MetadataService.ValidationRule();
rule.fullName = fullName;
rule.active = active;
rule.errorConditionFormula = existingRule.errorConditionFormula;
rule.description = existingRule.description;
rule.errorMessage = existingRule.errorMessage;
if(existingRule.errorDisplayField != null )
rule.errorDisplayField = existingRule.errorDisplayField;
List<MetadataService.SaveResult> results = service.updateMetadata(new MetadataService.Metadata[] { rule });
handleSaveResults(results[0]);
}
public static void deleteMetadata(String type_x, String fullName){
MetadataService.MetadataPort service = createService();
List<MetadataService.DeleteResult> results = service.deleteMetadata( type_x, new String[] {
fullName
});
handleDeleteResults(results[0]);
}
public static void createPage(String label, String fullName){
MetadataService.MetadataPort service = createService();
MetadataService.ApexPage apexPage = new MetadataService.ApexPage();
apexPage.apiVersion = 50;
apexPage.fullName = fullName;
apexPage.label = label;
apexPage.description = 'Created from MD API';
apexPage.availableInTouch = true;
apexPage.confirmationTokenRequired = true;
String content = '<apex:page>'+
'<apex:slds/>'+
'<!-- Begin Default Content REMOVE THIS -->'+
'<h1>Congratulations</h1>'+
'This is your new Page for MD API'+
'<!-- End Default Content REMOVE THIS -->'+
'</apex:page>';
apexPage.content = EncodingUtil.base64Encode(Blob.valueOf(content));
List<MetadataService.SaveResult> results =
service.createMetadata(
new MetadataService.Metadata[] { apexPage });
handleSaveResults(results[0]);
}
public static void createLightningComponent(String fullName){
MetadataService.MetadataPort service = createService();
MetadataService.AuraDefinitionBundle auraBundle = new MetadataService.AuraDefinitionBundle();
auraBundle.fullName = fullName;
auraBundle.type_x = 'Component';
auraBundle.description = 'Created form MD API';
auraBundle.apiVersion = 50;
auraBundle.markup = EncodingUtil.base64Encode(Blob.valueOf(
'<aura:component>' +
'<aura:attribute name="val1" type="String" default="Value"/>' +
'<aura:attribute name="val2" type="String" />' +
'<aura:handler name="init" value="{!this}" action="{!c.myAction}"/>' +
'<ui:outputText value="Hello world!"/>' +
'<ui:outputText value="{!v.val1}"/>' +
'<ui:outputText value="{!v.val2}"/>' +
'</aura:component>'));
auraBundle.controllerContent = EncodingUtil.base64Encode(Blob.valueOf(
'({' +
'myAction : function(component) {' +
'component.set(\'v.val1\',\'Value1\');' +
'component.set(\'v.val2\',\'Value2\');' +
'}' +
'})'));
auraBundle.helperContent = EncodingUtil.base64Encode(Blob.valueOf('({})'));
List<MetadataService.SaveResult> results =
service.createMetadata(
new MetadataService.Metadata[] { auraBundle });
handleSaveResults(results[0]);
}
public static void deleteMetadataRecord(String metadataType, List<String> names){
MetadataService.MetadataPort service = createService();
List<String> recordsToDelete = new List<String>();
for(String name : names){
recordsToDelete.add(metadataType+'.'+name);
}
service.deleteMetadata('CustomMetadata', recordsToDelete); //250
}
public static void addFieldsToPageLayout(List<String> fields, String pageLayout, String sectionName){
//'Udemy_IntegrationAN__c-Udemy IntegrationAN Layout'
//// Udemy_IntegrationAN__c-Udemy IntegrationAN Layout
MetadataService.MetadataPort service = createService();
MetadataService.Layout layout =(MetadataService.Layout) service.readMetadata('Layout',new String[] { pageLayout }).getRecords()[0];
if(layout.layoutSections == null ){
layout.layoutSections = new MetadataService.LayoutSection[]{};
}
MetadataService.LayoutSection layoutSection = new MetadataService.LayoutSection();
MetadataService.LayoutColumn[] layoutColumns = new MetadataService.LayoutColumn[]{};
MetadataService.LayoutItem[] layoutItems = new MetadataService.LayoutItem[]{};
MetadataService.LayoutColumn column = new MetadataService.LayoutColumn();
for(String field : fields){
MetadataService.LayoutItem item = new MetadataService.LayoutItem();
item.field = field;
item.behavior = 'Required';
layoutItems.add(item);
}
column.layoutItems = layoutItems;
layoutColumns.add(column);
layoutSection.label = sectionName;
layoutSection.customLabel = true;
layoutSection.detailHeading = true;
layoutSection.editHeading = true;
layoutSection.layoutColumns = layoutColumns;
layoutSection.style = 'TwoColumnsLeftToRight';
layout.layoutSections.add(layoutSection);
List<MetadataService.SaveResult> results = service.updateMetadata(new MetadataService.Metadata[] { layout });
handleSaveResults(results[0]);
}
public class MetadataServiceExamplesException extends Exception { }
public static void handleSaveResults(MetadataService.SaveResult saveResult){
// Nothing to see?
if(saveResult==null || saveResult.success)
return;
// Construct error message and throw an exception
System.debug(' saveResult.errors \n '+saveResult.errors);
if(saveResult.errors!=null){
List<String> messages = new List<String>();
messages.add(
(saveResult.errors.size()==1 ? 'Error ' : 'Errors ') +
'occured processing component ' + saveResult.fullName + '.');
for(MetadataService.Error error : saveResult.errors) {
messages.add(
error.message + ' (' + error.statusCode + ').' +
( error.fields!=null && error.fields.size()>0 ?
' Fields ' + String.join(error.fields, ',') + '.' : '' ) );
}
if(messages.size()>0)
throw new MetadataServiceExamplesException(String.join(messages, ' '));
System.debug(' Message '+String.join(messages, ' '));
}
if(!saveResult.success)
throw new MetadataServiceExamplesException('Request failed with no specified error.');
}
public static void handleDeleteResults(MetadataService.DeleteResult deleteResult){
// Nothing to see?
if(deleteResult==null || deleteResult.success)
return;
// Construct error message and throw an exception
if(deleteResult.errors!=null){
List<String> messages = new List<String>();
messages.add(
(deleteResult.errors.size()==1 ? 'Error ' : 'Errors ') +
'occured processing component ' + deleteResult.fullName + '.');
for(MetadataService.Error error : deleteResult.errors)
messages.add(
error.message + ' (' + error.statusCode + ').' +
( error.fields!=null && error.fields.size()>0 ?
' Fields ' + String.join(error.fields, ',') + '.' : '' ) );
if(messages.size()>0)
throw new MetadataServiceExamplesException(String.join(messages, ' '));
}
if(!deleteResult.success)
throw new MetadataServiceExamplesException('Request failed with no specified error.');
}
public static void handleUpsertResults(MetadataService.UpsertResult upsertResult){
// Nothing to see?
if(upsertResult==null || upsertResult.success)
return;
// Construct error message and throw an exception
if(upsertResult.errors!=null){
List<String> messages = new List<String>();
messages.add(
(upsertResult.errors.size()==1 ? 'Error ' : 'Errors ') +
'occured processing component ' + upsertResult.fullName + '.');
for(MetadataService.Error error : upsertResult.errors)
messages.add(
error.message + ' (' + error.statusCode + ').' +
( error.fields!=null && error.fields.size()>0 ?
' Fields ' + String.join(error.fields, ',') + '.' : '' ) );
if(messages.size()>0)
throw new MetadataServiceExamplesException(String.join(messages, ' '));
}
if(!upsertResult.success)
throw new MetadataServiceExamplesException('Request failed with no specified error.');
}
}
Step 3 : open anynomous window.
1. In order to create a picklist field, type
MetadataUtil.createPicklistField('Account','Anchor Code', new string[]{'A','B','C','D','E'});
It will basically create a picklist on Account object with label Anchor Code. Its values are A,B,C,D,E.
2. In order to update the values of picklist, type :
MetadataUtil.updatePicklistField();
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