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CustomApplication
CustomApplication represents a custom or standard application. In API version 29.0 and earlier, CustomApplication represents only a custom application. An application is a list of tab references, with a description and a logo. This type extends the Metadata metadata type and inherits its fullName field.
File Suffix and Directory Location
Custom and standard applications have the suffix .app and are stored in the applications folder.
Version
Custom applications are available in API version 10.0 and later. Standard applications are available in API version 30.0 and later.
Fields
| Field Name | Field Type | Description |
|---|---|---|
| customApplicationComponents | CustomApplicationComponents | Represents custom console components (Visualforce pages) assigned to a Salesforce console app. |
| defaultLandingTab | string | The fullName of a standard tab or custom tab that opens when this application is selected. |
| description | string | The optional description text of the application. |
| detailPageRefreshMethod | string | Determines how detail pages refresh
in a Salesforce console app. Required if isServiceCloudConsole is true. The valid values are:
This field is available in API version 25.0 and later. |
| domainWhitelist | DomainWhitelist | Any external domains that users can access from within a Salesforce console app. For example, www.yourdomain.com. This field is available in API version 25.0 and later. |
| enableKeyboardShortcuts | boolean | Indicates if a Salesforce console app has keyboard shortcuts enabled, which let users perform actions
by pressing a combination of keys instead of having to use a mouse.
After keyboard shortcuts are enabled, several default shortcuts are
available for customization. Before you can create custom shortcuts,
a developer must define the shortcut’s action with the addEventListener() method in the Salesforce Console Integration Toolkit. You can’t create keyboard shortcuts for actions performed
outside of the console. This field is required if isServiceCloudConsole is true. This field is available in API version 28.0 and later. |
| enableMultiMonitorComponents | boolean | Indicates
if a Salesforce console app has multi-monitor components enabled, which let users move
portions of a console from their browsers to locations on their screens.
This field is required if isServiceCloudConsole is true. This field is available in API version 30.0 and later. |
| isServiceCloudConsole | boolean | Indicates if the application is a Salesforce console app. For more information, see “Salesforce Console Overview” in the Salesforce online help. |
| keyboardShortcuts | KeyboardShortcuts | Represents the keyboard shortcuts
for a Salesforce console app. Keyboard shortcuts let users perform actions by pressing
a combination of keys instead of having to use a mouse. This field is available in API version 28.0 and later. |
| fullName | string | The internal name of the application, based on the label, but with white spaces and special characters escaped out for validity. The fullName can contain only underscores and alphanumeric characters. It must be unique, begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. This field is inherited from the Metadata component. |
| label | string | The name of the application. |
| listPlacement | ListPlacement | Represents how lists display in a Salesforce console app. Required if isServiceCloudConsole is true. |
| listRefreshMethod | string | Determines how lists refresh in
a Salesforce console app. Required if isServiceCloudConsole is true. The valid values are:
This field is available in API version 25.0 and later. |
| liveAgentConfig | LiveAgentConfig | Represents the configurations for using Live Agent in the Salesforce Console. |
| logo | string | The optional reference to the image document for the application. |
| pushNotifications | PushNotifications | Represents push notifications
for a Salesforce console app. Push notifications are visual indicators on lists and
detail pages that show when a record or field has changed during a
user’s session. For example, if two support agents are working
on the same case and one agent changes the Priority, a push notification displays to the other agent so he or she notices
the change and doesn’t duplicate the effort. This field is available in API version 28.0 and later. |
| saveUserSessions | boolean | Indicates if a Salesforce console app saves user sessions automatically, so that when console users
close their browsers or log out of Salesforce, any previously open tabs will display when users log in again.
Required if isServiceCloudConsole is true. This field is available in API version 28.0 and later. |
| tab | string[] | The list of tabs included in this application. In API version 12.0, the fullName for built-in tabs like Home, Account, and Reports, is the name of the tab (Home, for example). In API version 13.0 and later, built-in tabs are prefixed with standard- For example, to reference the Account tab you would use standard-Account. |
| workspaceMappings | WorkspaceMappings | Represents how records open in a Salesforce console app. Required if isServiceCloudConsole is true. This field is available in API version 25.0 and later. |
CustomApplicationComponents
Represents custom console components (Visualforce pages) assigned to a Salesforce console app. Available in API version 25.0 and later.
| Field Name | Field Type | Description |
|---|---|---|
| alignment | string | Determines how custom console components are aligned in the footer of a Salesforce console app. |
| customApplicationComponent | string | The name of a custom console component assigned to a Salesforce console app. |
CustomShortcut
Represents custom keyboard shortcuts assigned to a Salesforce console app. Before you can create custom shortcuts, a developer must define the shortcut’s action with the addEventListener() method in the Salesforce Console Integration Toolkit. You can’t create keyboard shortcuts for actions performed outside of the console. Available in API version 28.0 and later.
DefaultShortcut
Represents default keyboard shortcuts assigned to a Salesforce console app. Once you enable keyboard shortcuts for a console, several default shortcuts are available for customization, such as opening and closing tabs, moving between tabs, and saving records. Available in API version 28.0 and later.
DomainWhitelist
Represents any external domains that users can access from within a Salesforce console app. For example, www.yourdomain.com. Available in API version 25.0 and later.
| Field Name | Field Type | Description |
|---|---|---|
| domain | string | The external domains that users can access from within this Salesforce console app. |
KeyboardShortcuts
Represents keyboard shortcuts assigned to a Salesforce console app. Required if isServiceCloudConsole is true. Available in API version 28.0 and later.
ListPlacement
Represents how lists display in a Salesforce console app. Required if isServiceCloudConsole is true. Available in API version 25.0 and later.
| Field Name | Field Type | Description |
|---|---|---|
| height | int | Height of the list in pixels or percentage. Required if location is top. |
| location | string | Required. Location of the list on the screen. Valid values
are:
|
| units | string | Required. Represents if height or width is in pixels or percentage. |
| width | int | Width of the list in pixels or percentage. Required if location is left. |
Represents your organization’s settings for using Live Agent in the Salesforce Console.
| Field Name | Field Type | Description |
|---|---|---|
| enableLiveChat | boolean | Specifies whether Live Agent is enabled in your organization (true) or not (false). |
| openNewAccountSubtab | boolean | Specifies whether to open a new Account subtab in the Salesforce Console automatically (true) or not (false) when an agent accepts a chat. |
| openNewCaseSubtab | boolean | Specifies whether to open a new Case subtab in the Salesforce Console automatically (true) or not (false) when an agent accepts a chat. |
| openNewContactSubtab | boolean | Specifies whether to open a new Contact subtab in the Salesforce Console automatically (true) or not (false) when an agent accepts a chat. |
| openNewLeadSubtab | boolean | Specifies whether to open a new Lead subtab in the Salesforce Console automatically (true) or not (false) when an agent accepts a chat. |
| openNewVFPageSubtab | boolean | Specifies whether to open a new Visualforce page as a subtab in the Salesforce Console automatically (true) or not (false) when an agent accepts a chat. |
| pagesToOpen | PagesToOpen | Specifies the Visualforce pages to open in subtabs when an agent accepts a chat in the Salesforce Console. |
| showKnowledgeArticles | boolean | Specifies whether to display the Knowledge component while using Live Agent in the Salesforce Console (true) or not (false). |
PagesToOpen
Represents the Visualforce pages you want to open in subtabs when an agent accepts a chat request in the Salesforce Console. Available in API version 28.0 and later.
| Field Name | Field Type | Description |
|---|---|---|
| pagesToOpen | string | The name of the Visualforce pages you want to open in subtabs when an agent accepts a chat in the Salesforce Console. |
PushNotifications
Represents a set of push notifications, which are visual indicators on lists and detail pages that show when a record or field has changed during a user’s session. Available for use if isServiceCloudConsole is true. Available in API version 28.0 and later.
| Field Name | Field Type | Description |
|---|---|---|
| pushNotification | PushNotification[] | The set of push notifications. |
PushNotification
Represents if visual indicators on lists and detail pages display in a Salesforce console app when a record or field has changed during a user’s session. Available for use if isServiceCloudConsole is true. Available in API version 28.0 and later.
| Field Name | Field Type | Description |
|---|---|---|
| fieldNames | string | Required. The name of the field, or fields, that trigger push notifications for the selected object. |
| objectName | string | Required. Name of the object that triggers push notifications. |
WorkspaceMappings
Represents how records open in a Salesforce console app. Required if isServiceCloudConsole is true. Available in API version 25.0 and later.
| Field Name | Field Type | Description |
|---|---|---|
| mapping | WorkspaceMapping | Represents how records for a specific tab open in a Salesforce console app. Required for each tab specified in the CustomApplication. |
WorkspaceMapping
Represents how records for a specific tab open in a Salesforce console app. Required for each tab specified in the CustomApplication. Available in API version 25.0 and later.
| Field Name | Field Type | Description |
|---|---|---|
| fieldName | string | The name of the field that specifies the primary tab in which to display tab as a subtab. If not specified, tab opens as a primary tab. |
| tab | string | Required. Name of the tab. |
Retrieving Apps
To retrieve apps in your organization, use the CustomApplication type name in the package.xml manifest file. You can either retrieve all apps or specify which apps to retrieve in the types section of package.xml.
To retrieve all apps in your organization—custom and standard apps, specify the wildcard character (*), as follows.
1<types>
2 <members>*</members>
3 <name>CustomApplication</name>
4</types>To retrieve a custom app, just specify the app name.
1<types>
2 <members>MyCustomApp</members>
3 <name>CustomApplication</name>
4</types>To retrieve a standard app, add the standard__ prefix to the app name. For example, to retrieve the Chatter standard app, specify standard__Chatter.
1<types>
2 <members>standard__Chatter</members>
3 <name>CustomApplication</name>
4</types>To retrieve an app that is part of an installed package, add the package namespace prefix followed by two underscores and the app name. For example, if the package namespace is myInstalledPackageNS and the app name is PackageApp, specify myInstalledPackageNS__PackageApp, as follows.
1<types>
2 <members>myInstalledPackageNS__PackageApp</members>
3 <name>CustomApplication</name>
4</types>Declarative Metadata Sample Definition
The following is the definition of a custom app:
1<?xml version="1.0" encoding="UTF-8"?>
2<CustomApplication xmlns="http://soap.sforce.com/2006/04/metadata">
3 <defaultLandingTab>Myriad_Publishing__c</defaultLandingTab>
4 <description>App to manage Myriad Publishing</description>
5 <label>Myriad</label>
6 <logo>MyriadFolder/Myriad_Logo.jpg</logo>
7 <tab>standard-Chatter</tab>
8 <tab>standard-File</tab>
9 <tab>Myriad_Publishing__c</tab>
10 <tab>standard-report</tab>
11 <tab>standard-Dashboard</tab>
12</CustomApplication>The following is a definition of a standard app (Chatter):
1<?xml version="1.0" encoding="UTF-8"?>
2<CustomApplication xmlns="http://soap.sforce.com/2006/04/metadata">
3 <defaultLandingTab>standard-home</defaultLandingTab>
4 <label>Collaboration</label>
5 <tab>standard-Chatter</tab>
6 <tab>standard-UserProfile</tab>
7 <tab>standard-OtherUserProfile</tab>
8 <tab>standard-CollaborationGroup</tab>
9 <tab>standard-File</tab>
10</CustomApplication>Declarative Metadata Sample Definition—Salesforce Console
The following is the definition of a custom app where isServiceCloudConsole is true:
1<?xml version="1.0" encoding="UTF-8"?>
2<CustomApplication xmlns="http://soap.sforce.com/2006/04/metadata">
3 <customApplicationComponents>
4 <alignment>left</alignment>
5 <customApplicationComponent>MyComponent</customApplicationComponent>
6 </customApplicationComponents>
7 <defaultLandingTab>standard-home</defaultLandingTab>
8 <detailPageRefreshMethod>autoRefresh</detailPageRefreshMethod>
9 <isServiceCloudConsole>true</isServiceCloudConsole>
10 <keyboardShortcuts>
11 <customShortcut>
12 <action>MyCustomShortcutAction</action>
13 <active>true</active>
14 <keyCommand>X</keyCommand>
15 <description>Custom Shortcut example</description>
16 <eventName>myCustomShortcutExample</eventName>
17 </customShortcut>
18 <defaultShortcut>
19 <action>FOCUS_CONSOLE</action>
20 <active>true</active>
21 <keyCommand>ESC</keyCommand>
22 </defaultShortcut>
23 <defaultShortcut>
24 <action>FOCUS_NAVIGATOR_TAB</action>
25 <active>true</active>
26 <keyCommand>V</keyCommand>
27 </defaultShortcut>
28 <defaultShortcut>
29 <action>FOCUS_DETAIL_VIEW</action>
30 <active>true</active>
31 <keyCommand>SHIFT+S</keyCommand>
32 </defaultShortcut>
33 <defaultShortcut>
34 <action>FOCUS_PRIMARY_TAB_PANEL</action>
35 <active>true</active>
36 <keyCommand>P</keyCommand>
37 </defaultShortcut>
38 <defaultShortcut>
39 <action>FOCUS_SUBTAB_PANEL</action>
40 <active>true</active>
41 <keyCommand>S</keyCommand>
42 </defaultShortcut>
43 <defaultShortcut>
44 <action>FOCUS_LIST_VIEW</action>
45 <active>true</active>
46 <keyCommand>N</keyCommand>
47 </defaultShortcut>
48 <defaultShortcut>
49 <action>FOCUS_FIRST_LIST_VIEW</action>
50 <active>true</active>
51 <keyCommand>SHIFT+F</keyCommand>
52 </defaultShortcut>
53 <defaultShortcut>
54 <action>FOCUS_SEARCH_INPUT</action>
55 <active>true</active>
56 <keyCommand>R</keyCommand>
57 </defaultShortcut>
58 <defaultShortcut>
59 <action>MOVE_LEFT</action>
60 <active>true</active>
61 <keyCommand>LEFT ARROW</keyCommand>
62 </defaultShortcut>
63 <defaultShortcut>
64 <action>MOVE_RIGHT</action>
65 <active>true</active>
66 <keyCommand>RIGHT ARROW</keyCommand>
67 </defaultShortcut>
68 <defaultShortcut>
69 <action>UP_ARROW</action>
70 <active>true</active>
71 <keyCommand>UP ARROW</keyCommand>
72 </defaultShortcut>
73 <defaultShortcut>
74 <action>DOWN_ARROW</action>
75 <active>true</active>
76 <keyCommand>DOWN ARROW</keyCommand>
77 </defaultShortcut>
78 <defaultShortcut>
79 <action>OPEN_TAB_SCROLLER_MENU</action>
80 <active>true</active>
81 <keyCommand>D</keyCommand>
82 </defaultShortcut>
83 <defaultShortcut>
84 <action>OPEN_TAB</action>
85 <active>true</active>
86 <keyCommand>T</keyCommand>
87 </defaultShortcut>
88 <defaultShortcut>
89 <action>CLOSE_TAB</action>
90 <active>true</active>
91 <keyCommand>C</keyCommand>
92 </defaultShortcut>
93 <defaultShortcut>
94 <action>ENTER</action>
95 <active>true</active>
96 <keyCommand>ENTER</keyCommand>
97 </defaultShortcut>
98 <defaultShortcut>
99 <action>EDIT</action>
100 <active>true</active>
101 <keyCommand>E</keyCommand>
102 </defaultShortcut>
103 <defaultShortcut>
104 <action>SAVE</action>
105 <active>true</active>
106 <keyCommand>CTRL+S</keyCommand>
107 </defaultShortcut>
108 </keyboardShortcuts>
109 <label>MyConsole</label>
110 <listPlacement>
111 <location>left</location>
112 <units>percent</units>
113 <width>20</width>
114 </listPlacement>
115 <listRefreshMethod>refreshList</listRefreshMethod>
116 <pushNotifications>
117 <pushNotification>
118 <fieldNames>CreatedBy</fieldNames>
119 <objectName>Campaign</objectName>
120 </pushNotification>
121 <pushNotification>
122 <fieldNames>CustomField1__c</fieldNames>
123 <objectName>CustomObject1__c</objectName>
124 </pushNotification>
125 </pushNotifications>
126 <saveUserSessions>false</saveUserSessions>
127 <tab>standard-Case</tab>
128 <tab>standard-Account</tab>
129 <tab>standard-Contact</tab>
130 <tab>standard-Contract</tab>
131 <workspaceMappings>
132 <mapping>
133 <tab>standard-Case</tab>
134 </mapping>
135 <mapping>
136 <fieldName>AccountId</fieldName>
137 <tab>standard-Contract</tab>
138 </mapping>
139 <mapping>
140 <tab>standard-Contract</tab>
141 </mapping>
142 <mapping>
143 <fieldName>ParentId</fieldName>
144 <tab>standard-Account</tab>
145 </mapping>
146 </workspaceMappings>
147</CustomApplication>