Metadata API Developer Guide
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IndustriesSettings
Represents settings for industries verticals like Financial
Services Cloud, Consumer Goods Cloud, and Health Cloud.This type extends the Metadata
metadata type and inherits its fullName field.
File Suffix and Directory Location
In the package manifest, all organization settings metadata types are accessed using the Settings name. See Settings for more details.
IndustriesSettings are stored in a single file named Industries.settings in the settings directory.
Version
Industries settings are available in API version 47.0 and later.
Special Access Rules
Some settings are specific to an industry vertical and are only available to customers with org editions where the vertical is enabled. Users need the FSC Insurance permission set to access the settings available in editions with Financial Services Cloud.
Fields for Financial Services Cloud
| Field Name | Field Type | Description |
|---|---|---|
| allowMultipleProducersToWorkOnSamePolicy | boolean | Indicates whether multiple producers can be assigned to the same insurance policy. The default is false. This field is available in editions where Financial Services Cloud is enabled. |
| createCustomerPropertyFromLAProperty | boolean | When importing loan application data, indicates whether to create a customer property record from a loan application property record to represent the new home. |
| createFinancialAccountFromLAAsset | boolean | When importing loan application data, indicates whether to create financial account records from the assets listed in the loan application. |
| createFinancialAccountFromLALiability | boolean | When importing loan application data, indicates whether to create financial account records from the liabilities listed in the loan application. |
| createFinancialAccountsFromLAFinancials | boolean | When importing loan application data, indicates whether to create a financial account record that represents the mortgage loan. |
| createFinancialAccountsFromLAProperty | boolean | When importing loan application data, indicates whether to create a financial account record from the loan application property to represent the new home. |
| createFSCAssetFromLAAsset | boolean | When importing loan application data, indicates whether to create asset records from the assets listed in the loan application. |
| createFSCAssetFromLAProperty | boolean | When importing loan application data, indicates whether to create an asset record from a loan application property record to represent the new home that was acquired. |
| createFSCLiabilityFromLAFinancial | boolean | When importing loan application data, indicates whether to create a liability record from a loan application property record to represent the new mortgage loan. |
| createFSCLiabilityFromLALiability | boolean | When importing loan application data, indicates whether to create liability records from the liabilities listed in the loan application. |
| enableAccessToMasterListOfCoverageTypes | boolean | Indicates whether insurance agents can access the main list of coverage types. The default is false. This field is available in editions where Financial Services Cloud is enabled. |
| enableBlockResourceAvailabilityOrgPref | boolean | Indicates whether Lightning Scheduler service appointments are added to users' Salesforce calendars. For example, if set to false, users don’t see their service appointments on their calendars. The default is false. |
| enableCompliantDataSharingForAccount | boolean | Indicates whether the Compliant Data Sharing feature is enabled for the Account object. The default is false. This field is available in editions where Financial Services Cloud is enabled. |
| enableEinsteinDocReader | boolean | Indicates whether the Intelligent Form Reader feature is enabled. The default is false. This field is available in editions where Financial Services Cloud is enabled. |
| enableEventManagementOrgPref | boolean | Indicates whether users can add multiple service resources to a service appointment. The default is false. |
| enableFSCInsuranceReport | boolean | Indicates whether sales managers can access the dashboard and prebuilt reports. The default is false. This field is available in API version 48.0 and later in editions where Financial Services Cloud is enabled. |
| enableInteractionSummaryPref | boolean | Indicates whether the Interaction Summary setting is enabled for your org. The default is false. This field is available in editions where Financial Services Cloud is enabled. |
| enableInteractionSummaryRoleHierarchy | boolean | Indicates whether the Role-Hierarchy-Based Sharing for Interaction Summaries is enabled for your org. The default is false. This field is available in editions where Financial Services Cloud is enabled. |
| enableManyToManyRelationships | boolean | Indicates whether insurance can manage many-to-many relationships between claims and cases, claims and assets, and assets and policy participants. For example, if set to true, agents can handle multiple claims through one case or have multiple cases handling one claim. The default is false. This field is available in editions where Financial Services Cloud is enabled. |
| enableMortgageRlaTotalsOrgPref | boolean | Indicates whether the calculation of assets and liabilities for residential loan application records is enabled for your org (true) or not (false). The default is false. This field is available in editions where Financial Services Cloud is enabled. |
| enableMultiResourceOrgPref | boolean | Indicates whether users can add multiple service resources to a service appointment. The default is false. |
| enableOverbookingOrgPref | boolean | Indicates whether users can add multiple service appointments to a single time slot for a service resource. If set to false, concurrent time slots are visible, but can't be modified. The default is false. |
| enableRBLUsingCalcService | boolean | Indicates whether Roll-by-Lookup (RBL) Using Calc Service is enabled for your org. The default is false. This field is available in editions where Financial Services Cloud is enabled. |
| enableRecordRollup | boolean | Indicates whether Record Rollup Optimization is enabled for your org. The default is false. This field is available in editions where Financial Services Cloud is enabled. |
| enableReferralScoring | boolean | Indicates whether Einstein Referral Scoring for Financial Services Cloud is enabled for your org (true) or not (false). The default is false. This field is available in editions where Financial Services Cloud is enabled. |
| loanApplicantAddressAutoCreation | boolean | Indicates whether automatic generation of loan applicant records for new residential loan applications that are associated with person accounts is enabled for your org. The default is false. This field is available in editions where Financial Services Cloud is enabled. Available in API version 51.0 and later. |
| loanApplicantAutoCreation | boolean | Indicates whether automatic generation of loan applicant address records for new residential loan applications that are associated with person accounts is enabled for your org. The default is false. This field is available in editions where Financial Services Cloud is enabled. Available in API version 51.0 and later. |
Fields for Health Cloud
| Field Name | Field Type | Description |
|---|---|---|
| enableClinicalDataModel | boolean | Indicates whether Clinical Data Model is enabled for your org. The default is false. Available in API version 51.0 and later. |
| enableMultipleCareProgramEnrolleeOrgPref | boolean | Indicates whether Multiple Care Program Enrollee is enabled for your org. Available in API version 49.0 and later. |
| enableMedicalDeviceEnabled | boolean | Indicates whether the Intelligent Sales features are enabled. |
| enableProviderSearchSyncOrgPref | boolean | Indicates whether provider data search is synced every six hours. The default is false. This field is available in editions where Health Cloud is enabled. |
| enableVisitInventoryEnabled | boolean | Indicates whether the visit data model is enabled. |
Fields for Consumer Goods Cloud
| Field Name | Field Type | Description |
|---|---|---|
| enableObjectDetection | boolean | Indicates whether Einstein Object Detection is enabled for your org. The default is false. This field is available in editions where Consumer Goods Cloud is enabled. |