custom-metadata-types-and-settings

custom-metadata-types-and-settings is a skill for Claude Code, Codex from BanibrataChatterjee/AwesomeSalesforceSkills. It costs 120 tokens per session (3,785 once invoked), scanned A, original, Apache-2.0.

A guide to choosing between Salesforce Custom Metadata Types and Custom Settings for storing configuration. It explains deployable settings, org-wide values, and settings that can vary by user or profile.

In plain words
What is it for?
Use it to compare metadata types with list and hierarchy settings, decide where configuration belongs, and plan access from Apex or Flow.
Why use it?
It helps avoid choosing a storage method that cannot support the required deployment or override behaviour. It also covers how Apex and Flow read these settings efficiently.

Skill for Claude CodeCodex

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

Good fit Use it to compare metadata types with list and hierarchy settings, decide where configuration belongs, and plan access from Apex or Flow.

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

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/custom-metadata-types-and-settings"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/custom-metadata-types-and-settings.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 120 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,785 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 $0.00120 $0.03785
Opus 5 $0.00060 $0.01893
Sonnet 5 $0.00024 $0.00757
Haiku 4.5 $0.00012 $0.00379

Measured 8d ago against content hash 888b864254dd, 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-and-settings 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 8d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/check_custom_metadata_types_and_settings.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-and-settings/SKILL.md · 284 lines

How it starts

The opening of the file, as written. The whole thing — 284 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Use this skill when a requirement involves choosing between Custom Metadata Types and Custom Settings, understanding how hierarchical settings resolve per user or profile, whether the data can be deployed, or how to access configuration from Apex and Flow without hitting governor limits. The key decision driver is whether the configuration must travel with releases or must override at runtime per user.


Before Starting

Gather this context before recommending a storage model:

  • Does the value need to vary by User, Profile, or just have a single org-wide value?
  • Does the value need to travel through source control, change sets, scratch orgs, or managed packages — or is it fine to set manually in each org?
  • How frequently will the value change, and who controls the change: a developer cutting a release, an admin in Setup, or an end-user editing their own preference?
  • Will Apex or Flow read this — and how many times per transaction?

Core Concepts

Custom Metadata Types: Configuration That Ships With The App

Custom Metadata Type (CMT) records are metadata, not data. They move through change sets, unlocked packages, managed packages, and source-control-driven deployments exactly like Apex classes or field definitions. The key facts:

  • SOQL is free: querying CMT from Apex does not consume the 100 SOQL query governor limit. The platform caches the metadata and serves it without a database round trip.
  • Flow Get Records is also free: accessing CMT through the Flow Get Records element costs no SOQL queries.
  • Storage cap: 200 records per type, 10 MB total custom metadata storage per org.
  • Deployment: included automatically in change sets, scratch org source pushes, and packaging. Records and type definition both move together.
  • Editable in production: an admin can edit CMT records directly in a production org through Setup. This is unlike Apex, which requires a sandbox round trip, but still treats the record as metadata that should be tracked in source control.
  • No per-user override: CMT has no built-in hierarchy. All users see the same values for a given record.
  • Relationships: CMT fields can hold a Metadata Relationship to another CMT type, enabling lookup-style joins entirely within metadata.

Read the full file on GitHub · 284 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. 8d ago First seen · 284 lines · 120 tokens per session scan A 888b864254dd

Subscribe to this mod's changes

custom-metadata-types-and-settings is a skill published in the GitHub repository BanibrataChatterjee/AwesomeSalesforceSkills (3 stars, last pushed 4mo ago), licensed Apache-2.0. It adds 120 tokens to every session and 3,785 once invoked, about $0.0006 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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