Metadata Types That Cannot Be Deployed or Retrieved with Metadata API in Salesforce

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When working with Salesforce, understanding the limitations of the Metadata API (such as ANT and Eclipse) is crucial for effective deployment and management of your organization’s metadata. Below is a comprehensive list of metadata types that cannot be deployed or retrieved using the Metadata API and must be updated manually:

Metadata Types Requiring Manual Updates

  • Account Teams
  • Activity Button Overrides
  • Analytic Settings
  • Automated Case User Settings
  • Auto-number on Customizable Standard Fields
  • Calendars
  • Campaign Influences
  • Case Contact Roles
  • Case Feed Layouts
  • Case Team Roles
  • Console Layouts
  • Multiline Layout Fields for Contract Line Items
  • Currency Exchange Rates
  • Data Category Visibility Settings
  • Delegated Administration
  • Divisions
  • Fiscal Year
  • File Upload and Download Security Settings
  • Lead Settings
  • Live Agent Chats Routed with Omni-Channel
  • Mail Merge Templates
  • Mobile Administration
  • Mobile Users and Devices
  • Multiline Layout Fields for Opportunity Teams
  • Offline Briefcase Configurations
  • Opportunity Big Deal Alerts
  • Opportunity Update Reminders
  • Organization Wide Email Addresses
  • Outlook Configurations
  • Partner Management
  • Standard Picklists: IdeaTheme.Categories, Order.Status, Question.Origin (All other standard picklists are supported.)
  • Predefined Case Teams
  • Product Schedule Setup
  • Quote Templates
  • Salesforce to Salesforce
  • Self-Service Portal Font and Colors
  • Self-Service Portal Settings
  • Self-Service Portal Users
  • Self-Service Public Solutions
  • Self-Service Web-to-Case
  • Service Report Templates
  • Site.com
  • Social Account/Contact Settings
  • Social Business Rules
  • Social Customer Service Settings
  • SoftPhone Layout
  • Solution Categories
  • Solution Settings
  • Standard Fields that Aren’t Customizable: such as auto-number fields or system fields.
  • Tag Settings
  • Territory Assignment Rules
  • User Interface Settings
  • Web Links on Person Account Page Layouts
  • Web-to-Lead

Conclusion

Being aware of these metadata types is essential for Salesforce administrators and developers to ensure smooth deployment processes and avoid unexpected challenges. For any metadata types listed above, manual updates will be necessary to maintain and configure your Salesforce environment effectively.

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