Chapter 5: Handling Dynamic Configuration

So far in the book, we've seen how to build a data model and how to create formulas to manage dynamic values, such as default values or custom formula fields and validations, to keep your data clean. We've also said that formulas could be used with many other Salesforce platform features that we'll see later, such as workflow rules, field updates, and approval processes.

In this chapter, we'll see how to add a powerful layer of configurations to such formulas with Custom Settings and Custom Metadata Types. This way, you'll never be required to edit a formula's body to update a threshold or a status text value that the formula is checking against an object's field; you'll simply change a Custom Setting or Custom Metadata Type value and the formula will change its behavior instantly. These features are also really useful when dealing with different organizations: if your project uses different sandboxes...