custom-metadata-types

custom-metadata-types is a skill for Claude Code, Codex from BanibrataChatterjee/AwesomeSalesforceSkills. It costs 96 tokens per session (1,834 once invoked), scanned A, original, Apache-2.0.

A guide to Salesforce Custom Metadata Types, which store application configuration as deployable metadata rather than ordinary business records. The values can be used by Apex, Flow, and formulas.

In plain words
What is it for?
Use it to design deployable configuration, compare storage options, protect packaged defaults, and expose settings to Salesforce code and automation.
Why use it?
It helps choose configuration that can move through source control, packages, and deployments without hardcoding environment-specific values. It also explains when custom metadata is unsuitable for frequently edited data, reports, or secrets.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to design deployable configuration, compare storage options, protect packaged defaults, and expose settings to Salesforce code and automation.

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Install with agentmods
npx agentmods add skills/banibratachatterjee/awesomesalesforceskills/custom-metadata-types
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add BanibrataChatterjee/AwesomeSalesforceSkills --skill custom-metadata-types
Clone the repo
git clone --depth 1 https://github.com/BanibrataChatterjee/AwesomeSalesforceSkills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for custom-metadata-types

README.md
[![agentmods](https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/custom-metadata-types/github.svg)](https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/custom-metadata-types)
Your own site
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/custom-metadata-types"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/custom-metadata-types/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for custom-metadata-types

Your own site · 80×15
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/custom-metadata-types"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/custom-metadata-types.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 96 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,834 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00096 $0.01834
Opus 5 $0.00048 $0.00917
Sonnet 5 $0.00019 $0.00367
Haiku 4.5 $0.00010 $0.00183

Measured 9d ago against content hash 13305dc06c6e, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

custom-metadata-types scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 9d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/check_custom_metadata_types.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/admin/custom-metadata-types/SKILL.md · 162 lines

How it starts

The opening of the file, as written. The whole thing — 162 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Use this skill when the org needs configuration that behaves like software, not like business data. Custom Metadata Types are the right answer when values should be versioned, deployed, packaged, and read consistently by Apex, Flow, and formulas without hardcoding environment-specific behavior.


Before Starting

Gather this context before you decide on the storage model:

  • Who changes the values, and how often do they change in production?
  • Do the records need to travel through source control, packaging, or deployment pipelines?
  • Are the values regular configuration, per-user overrides, reportable business data, or secrets such as tokens and passwords?

Core Concepts

Custom Metadata Types are metadata records, not transactional rows. That distinction matters because metadata belongs in source control, deployments, and packaging workflows. If the requirement is "same logic, different environment-safe configuration," CMT is usually the best fit. If the requirement is "users update this every day and report on it," it is usually the wrong fit.

Deployable Configuration, Not User Data

Use CMT when the value should move between sandboxes, scratch orgs, packaging orgs, and production in a controlled way. This is why routing rules, thresholds, feature toggles, and endpoint path fragments fit well. A Custom Object is better when admins or business users need to add and edit records frequently through the UI and treat the records like business data.

CMT, Custom Settings, And Custom Objects Solve Different Problems

Hierarchy Custom Settings still matter when behavior varies by user or profile and the override must be cheap to change in production. Custom Objects fit reportable, user-managed records. CMT fits org-level or package-level configuration that should be promoted like code. The wrong decision usually comes from optimizing for today's convenience instead of the future deployment model.

Protection And Visibility Are Packaging Concerns

Read the full file on GitHub · 162 lines

Files

What ships with it

6 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 9d ago First seen · 162 lines · 96 tokens per session scan A 13305dc06c6e

Subscribe to this mod's changes

custom-metadata-types is a skill published in the GitHub repository BanibrataChatterjee/AwesomeSalesforceSkills (3 stars, last pushed 4mo ago), licensed Apache-2.0. It adds 96 tokens to every session and 1,834 once invoked, about $0.0005 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

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