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Workflow Creation Glossary
Engineering Swantide avatar
Written by Engineering Swantide
Updated yesterday

Integration Metadata Components: The foundation of a Workflow template are the Metadata Components that define it. A metadata component is a 1:1 mapping to a Metadata Type such as a Custom Object, Custom Field, Flow, etc. With Metadata Components, you can deploy Metadata into a Salesforce Environment statically, if not using Variables, or dynamically if using Variables to overlay the metadata to deploy correctly into a Target org. Metadata Components will almost always be in JSON format unless, XML formatting is needed for special use cases. Once pulled in, you can click on the Metadata Component in order to make updates to it if necessary.
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Variable Inputs: Play a huge role in making a Workflow Template and its Metadata Components dynamic and scalable to adhere to the integrity of the markup of the Metadata Type you are trying to deploy in your target org.

  • Input Fields - The input fields define the specifics of what information the user is providing. They contain prompts that are shown to the user, as well as specifics about the input types and its requirements.

  • Variables - Variables are the definitions that we create that tell us how to use the input provided by a customer. A variable allows us to say โ€œfor the input provided for this field, use it in XYZ way at this location in the metadata.โ€ Variables are definitely the most complicated element of workflow.

Variable Input Examples:

  • Custom Fields

  • Flows

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