Salesforce glossary
What is Salesforce metadata?
The configuration and code that define how an org works
Definition
Salesforce metadata is everything that defines how an org behaves rather than the business records it stores: objects, fields, page layouts, Flows, Apex, Lightning components, permission sets, validation rules and more. Metadata is what admins and developers change, deploy between orgs and keep in source control.
01Why it matters
Salesforce metadata in practice
Every change to how Salesforce works is a metadata change, so understanding an org means understanding its metadata. Records tell you what the business did; metadata tells you how the system will respond to the next record.
Metadata is also where risk lives: a renamed field or a new Flow can affect automation, reports and integrations far from where the change was made.
02In SyncOnAI 360
How it shows up in the product
SyncOnAI 360 keeps a searchable repository of each connected org's metadata, with the full source of Apex, Flows and Lightning Web Components, refreshed every six hours and after every deploy. It does not store CRM records.
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