Custom Metadata Loader

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Hi,

Did you ever needed to bulk create , update or delete custom metadata records in Salesforce ? 

At the time of writing this blog the Apex Data Loader or Workbench tools provided by Salesforce does not support mass import of Custom Metadata Records. If you have sfdx CLI expertise then you can use the command sfdx force:cmdt:record:insert to import Custom Metadata records from a CSV file. You could also download and install a package to your Org from Github as described in references. However, if you would like an easier way to upload multiple custom metadata records on a single click without any installation or commands to run then use the solution given below.

Solution

Note: You can use similar process to update multiple custom metadata records with a 'Update Records' button. Or to delete multiple custom metadata records using 'Delete Records' button.

Here are the steps to create multiple custom metadata records from a CSV file. 

1. Login to https://www.packmagix.com using your Salesforce credentials.

2. Click on 'Custom Metadata Loader' in the Home tab.

3. Select a custom metadata type which is already present in your Org.

4. It will display all custom metadata records for selected custom metadata type.

5. You can click on 'Download as CSV' if you would like to keep backup of existing custom metadata records.

6. Click on 'Create Metadata Records' button. It will display create records screen.

7. Click on 'Download Template' button to download a CSV template. Using the template build a CSV file using Excel or other tools with DeveloperName, Label and all custom fields in the selected Custom Metadata Type with new records to be created.

8. Click on 'Upload from CSV' button.


9. Click on 'Browse...' button and select the CSV file you prepared already.

10. It should import all the records in CSV file and display on the screen for your review.


11. Click on 'Create Metadata Records' button to create Custom Metadata Records.

12. It should create custom metadata records and display success or error messages on the screen.

Alternatively, if you don't want to import from a CSV file then you can also click on 'Add Row' button to manually add multiple custom metadata records on the same screen.


References

https://ideas.salesforce.com/s/idea/a0B8W00000GdoagUAB/custom-metadata-type-loader

https://www.linkedin.com/pulse/use-custom-metadata-loader-bulk-load-update-records-your-ashok-raj-r


Comments

  1. Sesidhar PonnadaDecember 11, 2024 at 7:54 AM

    Hi I have recently tried the toll it is not working in case of Updating the metadata from CSV file

    ReplyDelete
    Replies
    1. Salesforce AnytimeJanuary 18, 2025 at 6:22 AM

      Hi Sesidhar,

      Thanks for your feedback.

      Could you please try again and let me know if the issue still exist ?

      You can also submit a feedback from the PackMagix tool for getting a faster reposnse.

      Regards,
      Manish

      Delete

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