Metadata API Developer Guide
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Settings
Not all feature settings are available in the Metadata API. See Unsupported Metadata Types for information on which feature settings are not available.
1 <types>
2 <members>Security</members>
3 <name>Settings</name>
4 </types>File Suffix and Directory Location
Each settings component gets stored in a single file in the settings directory of the corresponding package directory. The filename uses the format Setting feature.settings. For example, the SecuritySettings file would be Security.settings. See “File Suffix and Directory Location” information for the individual settings components to determine the exact filename.
Version
Settings is available in API version 27.0 and later. See the version information for the individual setting component to determine which API version the settings component became available.
Declarative Metadata Sample Definition
The following is an example package manifest used to deploy or retrieve only the MobileSettings for an organization:
1<?xml version="1.0" encoding="UTF-8"?>
2<Package xmlns="http://soap.sforce.com/2006/04/metadata">
3 <types>
4 <members>Mobile</members>
5 <name>Settings</name>
6 </types>
7 <version>27.0</version>
8</Package>The following is an example package manifest used to deploy or retrieve all the available settings metadata for an organization, using a wildcard:
1<?xml version="1.0" encoding="UTF-8"?>
2<Package xmlns="http://soap.sforce.com/2006/04/metadata">
3 <types>
4 <members>*</members>
5 <name>Settings</name>
6 </types>
7 <version>27.0</version>
8</Package>-
AccountSettings
Represents an org’s account settings for account teams, account owner report, and the View Hierarchy link. This type extends the Metadata metadata type and inherits its fullName field. -
AccountInsightsSettings
Represents an org’s Einstein Account Insights settings. This setting controls features that help your reps maintain their relationships with their customers. This type extends the Metadata metadata type and inherits its fullName field. -
AccountIntelligenceSettings
Represents an org’s Account Intelligence settings. These settings control features that make it easy for sales reps to create accounts, see relevant news articles, and add logos to account records. This type extends the Metadata metadata type and inherits its fullName field. -
ActionsSettings
Represents an org’s actions settings for default quick actions, multi-dimensional publisher, and third-party actions. This type extends the Metadata metadata type and inherits its fullName field. -
ActivitiesSettings
Represents an org’s activity settings, and its user interface settings for the calendar. This type extends the Metadata metadata type and inherits its fullName field. -
AddressSettings
Represents the configuration of country/territory and state picklists. Use the AddressSettings component type to configure state and country/territory data in your organization so that you can convert text-based values into standard picklist values. To convert your state and country/territory values, from Setup, enter State and Country/Territory Picklists in the Quick Find box, then select State and Country/Territory Picklists. For more information, see “Let Users Select States, Countries, and Territories from Picklists” in Salesforce Help. -
AIReplyRecommendationsSettings
Represents the metadata used to manage settings for Einstein Reply Recommendations. This type extends the Metadata metadata type and inherits its fullName field. -
AnalyticsSettings
Represents Analytics settings in your Salesforce org. Tableau CRM lets you explore all your data quickly and easily by providing AI-powered advanced Analytics right inside Salesforce. Manage your datasets, query data with Salesforce Analytics Query Language (SAQL), and customize dashboards. You can use these settings to configure which Analytics features are available to users in your org. This type extends the Metadata metadata type and inherits its fullName field. -
ApexSettings
Represents Apex-related org settings. This type extends the Metadata metadata type and inherits its fullName field. -
AppAnalyticsSettings
Represents settings to retrieve AppExchange App Analytics usage data.This type extends the Metadata metadata type and inherits its fullName field. -
AppExperienceSettings
Represents settings for the app experience.This type extends the Metadata metadata type and inherits its fullName field. -
AutomatedContactsSettings
Represents an org’s Einstein Automated Contacts settings. These settings let you find new contacts and opportunity contact roles. This type extends the Metadata metadata type and inherits its fullName field. -
BotSettings
Represents an organization’s Einstein Bot settings, such as whether or not Einstein Bots is enabled. This type extends the Metadata metadata type and inherits its fullName field. -
BusinessHoursSettings
Represents the metadata used to manage settings for business hours and holidays in entitlements, entitlement templates, campaigns, and cases. This type extends the Metadata metadata type and inherits its fullName field. -
CampaignSettings
Represents an org’s Campaign Influence and Einstein Attribution settings, which help you understand how your campaigns are affecting your opportunity pipeline. This type extends the Metadata metadata type and inherits its fullName field. -
CaseClassificationSettings
Represents the Einstein Case Classification settings for an org. This type extends the Metadata metadata type and inherits its fullName field. -
CaseSettings
Represents an organization’s case settings, such as the default case owner, which case-related features are enabled, and which Classic email templates are used for various case activities. This type extends the Metadata metadata type and inherits its fullName field. -
ChatterAnswersSettings
Represents the metadata used to manage settings for Chatter Answers. -
ChatterEmailsMDSettings
Represents an org’s settings for Chatter email when Chatter is enabled. This type extends the Metadata metadata type and inherits its fullName field. -
ChatterSettings
Represents an org’s settings for their Chatter instance when Chatter is enabled for the org. This type extends the Metadata metadata type and inherits its fullName field. -
CommunitiesSettings
Represents the feed moderation settings for an org. This type extends the Metadata metadata type and inherits its fullName field. -
CompanySettings
Represents global settings that affect multiple features in your organization. This type extends the Metadata metadata type and inherits its fullName field. -
ConnectedAppSettings
Represents settings for connected apps. This type extends the Metadata metadata type and inherits its fullName field. -
ContentSettings
Represents content settings for an org. This type extends the Metadata metadata type and inherits its fullName field. -
ContractSettings
Represents contract settings. For more information, see “Set Up Contracts” in the Salesforce online help. -
ConversationalIntelligenceSettings
Represents the org's Einstein Conversation Insights settings, such as whether or not Einstein Conversation Insights is enabled. Einstein Conversation Insights lets you analyze your rep's call recordings, and gives you the insights you need to optimize every call. This type extends the Metadata metadata type and inherits its fullName field. -
CurrencySettings
Represents an organization’s currency settings, including supporting multiple currencies and currency effective dates. This type extends the Metadata metadata type and inherits its fullName field. -
DataDotComSettings
Represents the org's Data.com settings. This type extends the Metadata metadata type and inherits its fullName field. -
DeploymentSettings
Represents the settings affecting how deployments behave in the org. This type extends the Metadata metadata type and inherits its fullName field. -
DevHubSettings
Represents Developer Hub (Dev Hub) settings. This type extends the Metadata metadata type and inherits its fullName field. -
EACSettings
Represents the Einstein Activity Capture metadata type. Use Einstein Activity Capture to add emails and events from your Microsoft or Google account to the activity timeline of related Salesforce records. Automatically sync contact and event data between your Microsoft or Google account and Salesforce. This type extends the Metadata metadata type and inherits its fullName field. -
EinsteinAgentSettings
Represents settings for Einstein classification apps, Einstein Case Classification and Einstein Case Wrap-Up, in an org. This type extends the Metadata metadata type and inherits its fullName field. -
EmailAdministrationSettings
Represents an organization’s email administration settings, including email deliverability, security compliance, relay configurations, and system notifications. This type extends the Metadata metadata type and inherits its fullName field. -
EmailIntegrationSettings
Represents an org’s settings for the Outlook integration, Gmail integration, and Salesforce Inbox. This type extends the Metadata metadata type and inherits its fullName field. -
EmailTemplateSettings
Represents an org’s email template settings. This type extends the Metadata metadata type and inherits its fullName field. -
EmployeeUserSettings
Represents the employee-user settings used for automatically creating or syncing employee and user data in work.com orgs. This type extends the Metadata metadata type and inherits its fullName field. -
EnhancedNotesSettings
Represents an org’s enhanced note settings, such as enabling enhanced notes and enabling tasks in enhanced notes.This type extends the Metadata metadata type and inherits its fullName field. -
EncryptionKeySettings
Represents an org’s encryption key settings, such as customer-supplied keys options and key derivation settings. This type extends the Metadata metadata type and inherits its fullName field. -
EntitlementSettings
Represents an organization’s entitlement settings. -
EventSettings
Represents an org's platform event settings. -
ExperienceBundleSettings
Represents the org setting that enables the ExperienceBundle metadata type for Aura sites in Experience Cloud. The setting doesn’t affect LWR sites, which use ExperienceBundle by default. This type extends the Metadata metadata type and inherits its fullName field. -
FieldServiceSettings
Represents an organization’s Field Service settings. -
FileUploadAndDownloadSecuritySettings
Represents the security settings for uploading and downloading files. This type extends the Metadata metadata type and inherits its fullName field. -
FlowSettings
Represents the org’s settings for processes and flows, such as whether Lightning runtime for flows is enabled. This type extends the Metadata metadata type and inherits its fullName field. -
ForecastingObjectListSettings
Represents an org’s forecasting object list settings. Use these settings to control which object types and field types appear in the list of object details on the forecasts page. This type extends the Metadata metadata type and inherits its fullName field. -
ForecastingSettings
Represents the Collaborative Forecasts settings options. This type extends the Metadata metadata type and inherits its fullName field. -
HighVelocitySalesSettings
Represents an org’s High Velocity Sales settings. With High Velocity Sales, you can make your inside sales team as effective as possible. This type extends the Metadata metadata type and inherits its fullName field. -
IdeasSettings
Represents the metadata used to manage settings for Ideas. -
IframeWhiteListUrlSettings
Represents settings related to the list of trusted external domains that you allow to frame your Visualforce pages or surveys. This type extends the Metadata metadata type and inherits its fullName field. -
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. -
InventorySettings
Represents options for the Salesforce Omnichannel Inventory product.This type extends the Metadata metadata type and inherits its fullName field. -
InvocableActionSettings
Represents the org’s invocable action settings, such as whether partial save is allowed.This type extends the Metadata metadata type and inherits its fullName field. -
IoTSettings
Represents the organization’s IoT settings, such as whether or not IoT or IoT Insights is enabled.This type extends the Metadata metadata type and inherits its fullName field. -
KnowledgeSettings
Represents the metadata used to manage settings for Salesforce Knowledge. -
LanguageSettings
Represents an organization’s language settings. Language settings control end-user language selection, locale formats, and translation options. This type extends the Metadata metadata type and inherits its fullName field. -
LeadConfigSettings
Represents configuration settings for Leads that control how they are converted and displayed, and what actions are available. This type extends the Metadata metadata type and inherits its fullName field. -
LeadConvertSettings
Represents an organization’s custom field mappings for lead conversion. Custom fields can be mapped from Leads to Accounts, Contacts, and Opportunities. Options for creating opportunities during lead conversion can also be specified. This type extends the Metadata metadata type and inherits its fullName field. -
LiveAgentSettings
Represents an organization’s Chat settings, such as whether or not Chat is enabled. This type extends the Metadata metadata type and inherits its fullName field. -
LightningExperienceSettings
Represents the settings that modify an org’s Lightning Experience configuration. This type extends the Metadata metadata type and inherits its fullName field. -
LiveMessageSettings
Represents an org’s LiveMessage settings. -
MacroSettings
Represents an organization’s Macro settings, such as whether or not folders is enabled. This type extends the Metadata metadata type and inherits its fullName field. -
MapAndLocationSettings
Represents an org’s map and location settings. -
MobileSettings
Represents an organization’s mobile settings. This type extends the Metadata metadata type and inherits its fullName field. -
MyDomainSettings
Represents your org’s My Domain settings. With My Domain, you can include your company name in your URLs, for example, https://yourcompanyname.my.salesforce.com. Because having a My Domain is more secure, some Salesforce features require it. Production orgs created in Winter ’21 and later have a My Domain by default. This type extends the Metadata metadata type and inherits its fullName field. -
NameSettings
Enables or disables the formal name, middle name, and suffix attributes for the following person objects: Contact, Lead, Person Account, and User.This type extends the Metadata metadata type and inherits its fullName field. -
NotificationsSettings
Represents an organization’s mobile settings. -
ObjectLinkingSettings (Beta)
Represents the channel-object linking settings for an org. This type extends the Metadata metadata type and inherits its fullName field. -
OmniChannelSettings
Represents the Omni-Channel settings for an org. This type extends the Metadata metadata type and inherits its fullName field. -
OpportunityInsightsSettings
Represents an org’s Einstein Opportunity Insights settings. This setting controls features that give you relevant updates about your opportunities. This type extends the Metadata metadata type and inherits its fullName field. -
OpportunitySettings
Represents org preferences for features such as automatic opportunity updates and similar-opportunity filters. This type extends the Metadata metadata type and inherits its fullName field. -
OpportunityScoreSettings
Represents an org’s Einstein Opportunity Scoring settings, such as whether or not Einstein Opportunity Scoring is enabled. Einstein Opportunity Scoring helps determine the likelihood of an opportunity being won. This type extends the Metadata metadata type and inherits its fullName field. -
OrderManagementSettings
Represents options for the Salesforce Order Management product.This type extends the Metadata metadata type and inherits its fullName field. -
OrderSettings
Represents order settings. This type extends the Metadata metadata type and inherits its fullName field. -
OrgPreferenceSettings
Removed in API version 48.0. Represents the unique org preference settings in a Salesforce org. -
OrgSettings
Represents the settings for org-wide functionality that isn’t associated with any specific feature.This type extends the Metadata metadata type and inherits its fullName field. -
PartyDataModelSettings
Represents an organization’s party data model settings, including options around the Individual object and consent enablement. This type extends the Metadata metadata type and inherits its fullName field. -
PardotSettings
Represents Pardot settings in your Salesforce org. Pardot is a powerful B2B marketing automation solution that helps you create meaningful connections, generate more pipeline, and empower sales to close more deals. You can use these settings to configure how Pardot collects and displays data.This type extends the Metadata metadata type and inherits its fullName field. -
PardotEinsteinSettings
Represents PardotEinsteinSettings. Use these settings to learn what factors drive your campaign performance, and get the best possible engagement score for your prospects. This type extends the Metadata metadata type and inherits its fullName field. -
PathAssistantSettings
Represents the Path preference setting. This type extends the Metadata metadata type and inherits its fullName field. -
PicklistSettings
Represents an org’s picklist settings. These settings control the behavior of a picklist. This type extends the Metadata metadata type and inherits its fullName field. -
PlatformEncryptionSettings
Represents an org’s Platform Encryption settings, such as settings for available encryption schemes, permissions, encryption policy access, and which fields can be encrypted. This type extends the Metadata metadata type and inherits its fullName field. -
PredictionBuilderSettings
Represents the settings that determine how a user can interact with Einstein Prediction Builder. This type extends the Metadata metadata type and inherits its fullName field. -
PrivacySettings
Represents an organization’s settings for data privacy and consent management. This type extends the Metadata metadata type and inherits its fullName field. -
ProductSettings
Represents organization preferences for quantity schedules, revenue schedules, and active flag interaction with prices. This type extends the Metadata metadata type and inherits its fullName field. -
QuoteSettings
Represents an org’s quotes settings, such as enabling quotes or creating quotes without an associated opportunity. This type extends the Metadata metadata type and inherits its fullName field. -
RealTimeEventSettings
Represents the list of Real-Time Event entities that you want to enable or disable. This type extends the Metadata metadata type and inherits its fullName field. -
RecordPageSettings
Represents an org’s record page settings. This type extends the Metadata metadata type and inherits its fullName field. -
SchemaSettings
Represents an org’s schema settings, which manage the availability of custom settings and custom metadata type values. This type extends the Metadata metadata type and inherits its fullName field. -
SearchSettings
Represents an org's search settings. This type extends the Metadata metadata type and inherits its fullName field. -
SecuritySettings
Represents an org’s security settings. For example, settings define trusted IP ranges for network access, password and login requirements, session expiration, and single sign-on settings. This type extends the Metadata metadata type and inherits its fullName field. -
ServiceCloudVoiceSettings
Represents an organization’s Service Cloud Voice settings. This type extends the Metadata metadata type and inherits its fullName field. -
ServiceSetupAssistantSettings
Represents an organization’s Service Setup Assistant settings. The Service Setup Assistant can be used to set up a basic service console app. -
SharingSettings
Represents an organization’s sharing, visibility, and data access settings. This type extends the Metadata metadata type and inherits its fullName field. -
SiteSettings
Represents the settings for Salesforce Sites. This type extends the Metadata metadata type and inherits its fullName field. -
SocialCustomerServiceSettings
Represents Social Customer Service settings such as how to format inbound content from social posts to cases.This type extends the Metadata metadata type and inherits its fullName field. -
SocialProfileSettings
Represents org preferences for social media features such as enabling Twitter and Facebook. This type extends the Metadata metadata type and inherits its fullName field. -
SourceTrackingSettings (Beta)
Represents settings for source tracking, so that changes you make in your Developer and Developer Pro sandboxes or local workspace can be tracked. This type extends the Metadata metadata type and inherits its fullName field. -
SurveySettings
Represents an org’s survey settings. Use the SurveySettings component to enable Salesforce Surveys, enable Customer Lifecyle Maps and choose whether the owner of a survey can manage the responses. This type extends the Metadata metadata type and inherits its fullName field. -
Territory2Settings
Represents an org’s Territory2 settings. Use Territory2 settings to set the access level that Territory Management 2.0 users have to records associated with sales territories, and to enable features. The standard record access settings apply to accounts and opportunities. If your Salesforce org uses Private default internal access for contacts or cases, you can also set access for those records. This type extends the Metadata metadata type and inherits its fullName field. -
TrailheadSettings
Represents an org’s access to myTrailhead. This type extends the Metadata metadata type and inherits its fullName field. -
TrialOrgSettings
Represents the settings in a trial user’s org. This type extends the Metadata metadata type and inherits its fullName field. -
UserEngagementSettings
Represents the metadata associated with various feature settings around Lightning Experience transition and adoption, user engagement and adoption assistance, and adoption apps. This type extends the Metadata metadata type and inherits its fullName field. -
UserInterfaceSettings
Represents the settings that modify the behavior of the org’s user interface. This type extends the Metadata metadata type and inherits its fullName field. -
UserManagementSettings
Represents a selection of user management options that appear on the User Management Settings Setup page. This type extends the Metadata metadata type and inherits its fullName field. -
VoiceSettings
Represents an org’s Sales Dialer settings, such as call recording, conferencing, and voicemail. This type extends the Metadata metadata type and inherits its fullName field. -
WorkDotComSettings
Represents WorkDotCom settings. This type extends the Metadata metadata type and inherits its fullName field. -
WorkforceEngagementSettings
Represents the Workforce Engagement product. Specifically, the ability to enable Workforce Engagement and opt to use Machine Learning-based forecasting.