What is Documented
Object Types Captured and Documented in the Customization Record
Platform Governance for Salesforce documents over 120 Salesforce metadata types. Metadata is organized into eight categories and 18 subcategories. Policies are set and applied at the subcategory level. Open Documented Metadata Types for a complete list of Metadata sorted by Type and by Category.
| Metadata Category | Description |
|---|---|
| Code | Apex classes and triggers, Visualforce pages and components, Aura components, and Lightning Web Components |
| Data Model | Objects, Fields, and Custom Metadata |
| Automation | Flows, Process Builders, Workflows, Approvals, and Business Processes |
| Sharing and Visibility | Profiles, Permission Sets, Roles, Groups, Sharing Rules |
| Integration | Settings such as Remote Site Settings, Named Credentials, Certificates, and AuthProviders |
| Display / UI | Templates, Layouts, Labels, Translations, and Applications |
| Analytics | Reports, Dashboards, List Views, and Einstein |
| Configuration | Data Quality settings such as Duplicate Rules, Matching Rules, and Validation Rules. Other general settings. |
Documented Metadata Types
You can view the documented Metadata by Type or by Category.
Metadata by Type
| Metadata Type | Category | Subcategory |
|---|---|---|
| ActionLinkGroupTemplate | Display/UI | Applications |
| AnalyticSnapshot | Analytics | Reports, Dashboards, Listviews |
| ApexClass | Code | |
| ApexComponent | Code | |
| ApexPage | Code | |
| ApexTrigger | Code | |
| AppMenu | Display/UI | Applications |
| ApprovalProcess | Automation | Approvals |
| ArticleType | Configuration | General Settings |
| AssignmentRule | Automation | Business Processes |
| AssignmentRules | Automation | Business Processes |
| AuraDefinitionBundle | Code | |
| AuthProvider | Integration | Identity and Access |
| AutoResponseRule | Automation | Business Processes |
| AutoResponseRules | Automation | Business Processes |
| BusinessProcess | Automation | Business Processes |
| CallCenter | Integration | External Access |
| Certificate | Integration | Identity and Access |
| Community | Integration | External Access |
| CompactLayout | Display/UI | Layouts |
| ConnectedApp | Integration | Identity and Access |
| CorsWhitelistOrigin | Integration | Identity and Access |
| CustomApplication | Display/UI | Applications |
| CustomApplicationComponent | Code | |
| CustomFeedFilter | Configuration | General Settings |
| CustomField | Data Model | |
| CustomLabel | Display/UI | Labels and Translations |
| CustomLabels | Display/UI | Labels and Translations |
| CustomMetadata | Data Model | |
| CustomObject | Data Model | |
| CustomObjectTranslation | Display/UI | Labels and Translations |
| CustomPageWebLink | Display/UI | Layouts |
| CustomPermission | Code | |
| CustomSite | Integration | External Access |
| CustomTab | Display/UI | Applications |
| Dashboard | Analytics | Reports, Dashboards, Listviews |
| DataCategoryGroup | Configuration | General Settings |
| DelegateGroup | Sharing and Visibility | Roles and Profiles |
| DuplicateRule | Configuration | Data Quality |
| EclairGeoData | Analytics | Einstein |
| EmailTemplate | Display/UI | Templates |
| EntitlementProcess | Automation | Business Processes |
| EntitlementTemplate | Display/UI | Templates |
| EscalationRule | Automation | Business Processes |
| EscalationRules | Automation | Business Processes |
| ExternalDataSource | Integration | Identity and Access |
| FieldSet | Code | |
| FlexiPage | Code | |
| Flow | Automation | Flow/Process Builder/Workflow |
| FlowDefinition | Automation | Flow/Process Builder/Workflow |
| GlobalPicklist | Data Model | |
| GlobalValueSet | Data Model | |
| GlobalValueSetTranslation | Display/UI | Labels and Translations |
| Group | Sharing and Visibility | Roles and Profiles |
| HistoryRetentionPolicy | Sharing and Visibility | Data Security |
| HomePageComponent | Code | |
| HomePageLayout | Display/UI | Layouts |
| InstalledPackage | Configuration | General Settings |
| KeywordList | Configuration | General Settings |
| Layout | Display/UI | Layouts |
| LeadConvertSettings | Automation | Business Processes |
| Letterhead | Display/UI | Templates |
| ListView | Analytics | Reports, Dashboards, Listviews |
| LiveChatAgentConfig | Automation | Business Processes |
| LiveChatButton | Display/UI | Applications |
| LiveChatDeployment | Automation | Business Processes |
| LiveChatSensitiveDataRule | Sharing and Visibility | Data Security |
| ManagedTopics | Configuration | General Settings |
| MatchingRule | Configuration | Data Quality |
| MatchingRules | Configuration | Data Quality |
| MilestoneType | Automation | Business Processes |
| ModerationRule | Configuration | Data Quality |
| NamedCredential | Integration | Identity and Access |
| Network | Integration | External Access |
| PathAssistant | Automation | Business Processes |
| PermissionSet | Sharing and Visibility | Roles and Profiles |
| PlatformCachePartition | Configuration | General Settings |
| Portal | Integration | External Access |
| PostTemplate | Display/UI | Templates |
| Profile | Sharing and Visibility | Roles and Profiles |
| Queue | Automation | Business Processes |
| QuickAction | Display/UI | Applications |
| RecordType | Automation | Business Processes |
| RemoteSiteSetting | Integration | Identity and Access |
| Report | Analytics | Reports, Dashboards, Listviews |
| ReportType | Analytics | Reports, Dashboards, Listviews |
| Role | Sharing and Visibility | Roles and Profiles |
| SamlSsoConfig | Integration | Identity and Access |
| Scontrol | Code | |
| SearchLayouts | Display/UI | Layouts |
| Settings | Configuration | General Settings |
| SharedTo | Sharing and Visibility | Sharing |
| SharingCriteriaRule | Sharing and Visibility | Sharing |
| SharingOwnerRule | Sharing and Visibility | Sharing |
| SharingReason | Sharing and Visibility | Sharing |
| SharingRecalculation | Sharing and Visibility | Sharing |
| SharingRules | Sharing and Visibility | Sharing |
| SharingSet | Sharing and Visibility | Sharing |
| SiteDotCom | Integration | External Access |
| Skill | Automation | Business Processes |
| StandardValueSet | Data Model | |
| StandardValueSetTranslation | Display/UI | Labels and Translations |
| StaticResource | Code | |
| SynonymDictionary | Configuration | General Settings |
| Territory | Automation | Business Processes |
| Territory2 | Automation | Business Processes |
| Territory2Model | Automation | Business Processes |
| Territory2Rule | Automation | Business Processes |
| Territory2Type | Automation | Business Processes |
| TransactionSecurityPolicy | Sharing and Visibility | Data Security |
| Translations | Display/UI | Labels and Translations |
| ValidationRule | Configuration | Data Quality |
| WaveApplication | Analytics | Einstein |
| WaveDashboard | Analytics | Einstein |
| WaveDataflow | Analytics | Einstein |
| WaveDataset | Analytics | Einstein |
| WaveLens | Analytics | Einstein |
| WaveTemplateBundle | Analytics | Einstein |
| Wavexmd | Analytics | Einstein |
| WebLink | Display/UI | Layouts |
| Workflow | Automation | Flow/Process Builder/Workflow |
| WorkflowAlert | Automation | Flow/Process Builder/Workflow |
| WorkflowFieldUpdate | Automation | Flow/Process Builder/Workflow |
| WorkflowKnowledgePublish | Automation | Flow/Process Builder/Workflow |
| WorkflowOutboundMessage | Automation | Flow/Process Builder/Workflow |
| WorkflowRule | Automation | Flow/Process Builder/Workflow |
| WorkflowSend | Automation | Flow/Process Builder/Workflow |
| WorkflowTask | Automation | Flow/Process Builder/Workflow |
Metadata by Category
| Category | Subcategory | Metadata Type |
|---|---|---|
| Analytics | Einstein | EclairGeoData |
| Analytics | Einstein | WaveApplication |
| Analytics | Einstein | WaveDashboard |
| Analytics | Einstein | WaveDataflow |
| Analytics | Einstein | WaveDataset |
| Analytics | Einstein | WaveLens |
| Analytics | Einstein | WaveTemplateBundle |
| Analytics | Einstein | Wavexmd |
| Analytics | Reports, Dashboards, Listviews | AnalyticSnapshot |
| Analytics | Reports, Dashboards, Listviews | Dashboard |
| Analytics | Reports, Dashboards, Listviews | ListView |
| Analytics | Reports, Dashboards, Listviews | Report |
| Analytics | Reports, Dashboards, Listviews | ReportType |
| Automation | Approvals | ApprovalProcess |
| Automation | Business Processes | AssignmentRule |
| Automation | Business Processes | AssignmentRules |
| Automation | Business Processes | AutoResponseRule |
| Automation | Business Processes | AutoResponseRules |
| Automation | Business Processes | BusinessProcess |
| Automation | Business Processes | EntitlementProcess |
| Automation | Business Processes | EscalationRule |
| Automation | Business Processes | EscalationRules |
| Automation | Business Processes | LeadConvertSettings |
| Automation | Business Processes | LiveChatAgentConfig |
| Automation | Business Processes | LiveChatDeployment |
| Automation | Business Processes | MilestoneType |
| Automation | Business Processes | PathAssistant |
| Automation | Business Processes | Queue |
| Automation | Business Processes | RecordType |
| Automation | Business Processes | Skill |
| Automation | Business Processes | Territory |
| Automation | Business Processes | Territory2 |
| Automation | Business Processes | Territory2Model |
| Automation | Business Processes | Territory2Rule |
| Automation | Business Processes | Territory2Type |
| Automation | Flow/Process Builder/Workflow | Flow |
| Automation | Flow/Process Builder/Workflow | FlowDefinition |
| Automation | Flow/Process Builder/Workflow | Workflow |
| Automation | Flow/Process Builder/Workflow | WorkflowAlert |
| Automation | Flow/Process Builder/Workflow | WorkflowFieldUpdate |
| Automation | Flow/Process Builder/Workflow | WorkflowKnowledgePublish |
| Automation | Flow/Process Builder/Workflow | WorkflowOutboundMessage |
| Automation | Flow/Process Builder/Workflow | WorkflowRule |
| Automation | Flow/Process Builder/Workflow | WorkflowSend |
| Automation | Flow/Process Builder/Workflow | WorkflowTask |
| Code | ApexClass | |
| Code | ApexComponent | |
| Code | ApexPage | |
| Code | ApexTrigger | |
| Code | AuraDefinitionBundle | |
| Code | CustomApplicationComponent | |
| Code | CustomPermission | |
| Code | FieldSet | |
| Code | FlexiPage | |
| Code | HomePageComponent | |
| Code | Scontrol | |
| Code | StaticResource | |
| Configuration | Data Quality | DuplicateRule |
| Configuration | Data Quality | MatchingRule |
| Configuration | Data Quality | MatchingRules |
| Configuration | Data Quality | ModerationRule |
| Configuration | Data Quality | ValidationRule |
| Configuration | General Settings | ArticleType |
| Configuration | General Settings | CustomFeedFilter |
| Configuration | General Settings | DataCategoryGroup |
| Configuration | General Settings | InstalledPackage |
| Configuration | General Settings | KeywordList |
| Configuration | General Settings | ManagedTopics |
| Configuration | General Settings | PlatformCachePartition |
| Configuration | General Settings | Settings |
| Configuration | General Settings | SynonymDictionary |
| Data Model | CustomField | |
| Data Model | CustomMetadata | |
| Data Model | CustomObject | |
| Data Model | GlobalPicklist | |
| Data Model | GlobalValueSet | |
| Data Model | StandardValueSet | |
| Display/UI | Applications | ActionLinkGroupTemplate |
| Display/UI | Applications | AppMenu |
| Display/UI | Applications | CustomApplication |
| Display/UI | Applications | CustomTab |
| Display/UI | Applications | LiveChatButton |
| Display/UI | Applications | QuickAction |
| Display/UI | Labels and Translations | CustomLabel |
| Display/UI | Labels and Translations | CustomLabels |
| Display/UI | Labels and Translations | CustomObjectTranslation |
| Display/UI | Labels and Translations | GlobalValueSetTranslation |
| Display/UI | Labels and Translations | StandardValueSetTranslation |
| Display/UI | Labels and Translations | Translations |
| Display/UI | Layouts | CompactLayout |
| Display/UI | Layouts | CustomPageWebLink |
| Display/UI | Layouts | HomePageLayout |
| Display/UI | Layouts | Layout |
| Display/UI | Layouts | SearchLayouts |
| Display/UI | Layouts | WebLink |
| Display/UI | Templates | EmailTemplate |
| Display/UI | Templates | EntitlementTemplate |
| Display/UI | Templates | Letterhead |
| Display/UI | Templates | PostTemplate |
| Integration | External Access | CallCenter |
| Integration | External Access | Community |
| Integration | External Access | CustomSite |
| Integration | External Access | Network |
| Integration | External Access | Portal |
| Integration | External Access | SiteDotCom |
| Integration | Identity and Access | AuthProvider |
| Integration | Identity and Access | Certificate |
| Integration | Identity and Access | ConnectedApp |
| Integration | Identity and Access | CorsWhitelistOrigin |
| Integration | Identity and Access | ExternalDataSource |
| Integration | Identity and Access | NamedCredential |
| Integration | Identity and Access | RemoteSiteSetting |
| Integration | Identity and Access | SamlSsoConfig |
| Sharing and Visibility | Data Security | HistoryRetentionPolicy |
| Sharing and Visibility | Data Security | LiveChatSensitiveDataRule |
| Sharing and Visibility | Data Security | TransactionSecurityPolicy |
| Sharing and Visibility | Roles and Profiles | DelegateGroup |
| Sharing and Visibility | Roles and Profiles | Group |
| Sharing and Visibility | Roles and Profiles | PermissionSet |
| Sharing and Visibility | Roles and Profiles | Profile |
| Sharing and Visibility | Roles and Profiles | Role |
| Sharing and Visibility | Sharing | SharedTo |
| Sharing and Visibility | Sharing | SharingCriteriaRule |
| Sharing and Visibility | Sharing | SharingOwnerRule |
| Sharing and Visibility | Sharing | SharingReason |
| Sharing and Visibility | Sharing | SharingRecalculation |
| Sharing and Visibility | Sharing | SharingRules |
| Sharing and Visibility | Sharing | SharingSet |