{"id":6160,"date":"2017-06-30T00:44:36","date_gmt":"2017-06-30T00:44:36","guid":{"rendered":"http:\/\/www.jitendrazaa.com\/blog\/?p=6160"},"modified":"2017-07-01T01:12:18","modified_gmt":"2017-07-01T01:12:18","slug":"use-hierarchy-custom-settings-to-avoid-hard-coding-in-formula-field-custom-button-process-builder-or-workflow-rules","status":"publish","type":"post","link":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/use-hierarchy-custom-settings-to-avoid-hard-coding-in-formula-field-custom-button-process-builder-or-workflow-rules\/","title":{"rendered":"Use Hierarchy custom settings to avoid hard coding in formula field, custom button, process builder or workflow rules"},"content":{"rendered":"

Avoiding hard coded Ids or values from formula field, custom button, process builder, Workflow rules or Approval process using\u00a0Hierarchy custom setting\u00a0<\/strong>is not something new. This idea exists from many years in Salesforce ecosystem. However, some times I have seen developers and admins debating on same question, so though to put a consolidated blog post on same.<\/p>\n

Why you should avoid hard coded values or Ids in Salesforce ?<\/h3>\n

Answer is very simple,\u00a0maintenance.\u00a0<\/strong>When sandboxes are refreshed or metadata deployed to different instances, admins would need to change values manually. If we are talking about manual post deployment step, then we are also talking about nightmare of maintaining list of manual post build steps.<\/p>\n

Can we use Custom Labels to avoid hard coded Ids \/ values in Salesforce ?<\/h3>\n

Technically yes, but I would suggest not to use\u00a0custom labels\u00a0<\/strong>in Salesforce to avoid hard coded Ids because of below Issues<\/p>\n

    \n
  • \u00a0Dataloader does not support custom label bulk load \/ restore \/ export<\/li>\n
  • Imagine there are 100’s of custom label and it needs to be different for each Salesforce instances. You would be left either with manual step or some external tool which may not be allowed \/ approved by customer.<\/li>\n<\/ul>\n

    Hierarchy Custom Settings to Rescue<\/h3>\n

    If you are from Java \/ C#, consider Custom setting as resource file. Here, you would store information about your application which doesn’t change frequently and controls behavior of application. There are two types of custom settings<\/p>\n

      \n
    • List Custom Setting<\/strong>\n
        \n
      • This custom setting is equivalent to custom \/ standard object. We can store values in tabular format.<\/li>\n<\/ul>\n<\/li>\n
      • Hierarchy Custom Settings<\/strong>\n
          \n
        • This custom setting can be used in formula field, process builder, custom button, Workflow rules or Approval process.<\/li>\n
        • Most unique feature about Hierarchy custom setting\u00a0<\/strong>is that we can have different values at Organization level, profile level and user level.<\/li>\n
        • Custom setting can be used in formula fields using global variable\u00a0$Setup<\/strong>. Syntax to use custom setting is\n
          \r\n\r\n{!$Setup.CustomSettingName__c.CustomFieldName__c}\r\n\r\n<\/pre>\n<\/li>\n
        • Highest priority is given to value defined at user level then profile and at last organization level.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n
          <\/p>\n
          To create Hierarchy custom setting, navigate to\u00a0Setup | Custom Settings | New.<\/strong><\/p>\n
          Youtube Video Demo on Hierarchy Custom Setting<\/h3>\n
          If you want to see action first, then below Youtube video is all yours. Again, don’t forget to subscribe my Youtube channel for latest videos related to Salesforce.<\/p>\n