IndustriesSettings | Metadata API Developer Guide

This type extends the Metadata metadata type and inherits its fullName field.

Where possible, we changed noninclusive terms to align with our company value of Equality. Because changing terms in our code can break current implementations, we maintained this metadata type’s name.

Important

In the package manifest, all organization settings metadata types are accessed using the Settings name. See Settings for more details.

File Suffix and Directory Location

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

Settings are specific to an industry vertical and are only available to customers with org editions where the vertical is enabled.

Fields for Financial Services Cloud

Users need the FSC Insurance permission set to access the settings available in editions with 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.
enableCalculationUsingParentPolicyOnly	boolean	Indicates whether the policy premiums are calculated by using only the parent policy's premium (`true`) or not (`false`). Use this for hierarchical policies where premiums are stored at different levels. The default value is `false`.
enableClaimMgmt	boolean	Indicates whether the recording and processing of the first loss notifications and managing claim participants, coverages, and settlements are enabled (`true`) or not (`false`).The default value 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.
enableCompliantDataSharingForCustomObjects	boolean	Indicates whether the Compliant Data Sharing feature is enabled for custom objects (`true`) or not (`false`). The default value is `false`. This field is available in editions where Financial Services Cloud is enabled.
enableCompliantDataSharingForOpportunity	boolean	Indicates whether the Compliant Data Sharing feature is enabled for the Opportunity object (`true`) or not (`false`). The default value is `false`. This field is available in editions where Financial Services Cloud is enabled.
enableDealManagement	boolean	Indicates whether the Financial Deal Management feature is enabled. The default is `false`. This field is available in editions where Financial Services Cloud is enabled.
enableDiscoveryFrameworkMetadata	boolean	Indicates whether the Assessment Question and Assessment Question Set features of the Discovery Framework Metadata are enabled (`true`) or not (`false`). The default value is `false`.
enableEinsteinDocReaderMappings	boolean	Indicates whether the Intelligent Form Reader Mappings feature is enabled. The default is `false`.
enableEinsteinDocReaderEnabled	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.
enableEnhancedQuestionCreation	boolean	Indicates whether the Enhanced Question Creation Experience feature of the Discovery Framework is enabled `true`) or not (`false`). The default value is `false`.
enableFinancialAccountMgmt	boolean	Indicates whether the Financial Account Management Standard Objects setting is enabled for your org. The default is `false`. This field is available in editions where Financial Services Cloud is enabled.
enableFinancialDealRoleHierarchy	boolean	Indicates whether data sharing for the financial deals is configured to follow the role-based hierarchy (`true`) or not (`false`). The default value 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. This setting can be enabled only if the allowMultipleProducersToWorkOnSamePolicy setting is already set to `true`. Note
enableIndustriesAssessment	boolean	Indicates whether the Industries Assessment feature of the Discovery Framework is enabled `true`) or not (`false`). The default value is `false`.
enableIndustriesKYC	boolean	Indicates whether the Industries KYC (Know Your Customer) is enabled `true`) or not (`false`). The default value is `false`.
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.
enablePolicyAdministration	boolean	Indicates whether the data model related to policy administrator is enabled `true`) or not (`false`). If this option is enabled, entities such as transactions and transaction details are available within the policy admin data model. The default value 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.
enableSlackForCib	boolean	Indicates whether the access to Financial Services Cloud capabilities on Slack is enabled (`true`) or not (`false`). The default value is `false`.
enableSyncInteractionsPref	boolean	Indicates whether the Sync Interactions with Einstein Activity Capture setting is enabled (`true`) or not (`false`). The default value is `false`.
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.
rlaEditIfAccHasEdit	boolean	Indicates whether a user can edit a residential loan application only if they have edit access on the account (`true`) or not (`false`). The default value is `false`.
transformRBLtoDPE	boolean	Indicates whether you can convert RBL rules into Data Processing Engine definitions for faster calculations. The default is `false`.

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.
enableContactCenterAccess	boolean	Indicates whether Contact Center for Health Cloud app is enabled for your org. The default is `false`. Available in API version 56.0 and later.
enableCareMgmtSlackAccess	boolean	Indicates whether Care Coordination for Slack app is enabled for your org. Available in API version 56.0 and later.
enableCustomFlowsOnExpiryPage	boolean	Indicates whether Custom Flows on Expiry page for Health Cloud app is enabled for your org. Available in API version 56.0 and later.
enableCustomFlowsOnCycleCount	boolean	Indicates whether Custom Flows on Cycle Count page for Health Cloud app is enabled for your org. Available in API version 56.0 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 Life Sciences Cloud

Field Name	Field Type	Description
enableLifeSciencesClinialTrailManagement	boolean	Indicates whether Clinical Trial Management and its data model is enabled for your org (`true`) or not (`false`). Using this feature, organizations can design and execute clinical trials and manage trial participant journeys. The default value is `false`. Available in API version 61.0 and later.
enableAdverseEvents	boolean	Indicates whether Adverse Events and its data model is enabled for your org (`true`) or not (`false`). The default value is `false`. Available in API version 61.0 and later.
enableTrialManagementRandomization	boolean	Indicates whether Research Study Randomization is enabled for your org (`true`) or not (`false`). Using this feature, users can design and run randomization procedures for their clinical trials. The default value is `false`. Available in API version 61.0 and later.

Fields for Automotive Cloud

Field Name	Field Type	Description
enableCriteriaBasedSearchAndFilter	boolean	Indicates whether Criteria-Based Search and Filter is enabled for your org. The default is `false`. This field is available in editions where Automotive Cloud is enabled.

Fields for Net Zero Cloud

Field Name	Description
enableGnrcDisclsFrmwrk	Field Type boolean Description Indicates whether the Industries Disclosure and Compliance Hub feature is enabled (`true`) or not (`false`) for your org. The default is `false`. Available in API version 57.0 and later in editions where Disclosure and Compliance Hub is enabled.
enableMaterialityAssessment	Field Type boolean Description Indicates whether the Manage Materiality Assessments feature is enabled for your org. The default is `false`. Available in API version 59.0 and later in editions where Net Zero Cloud is enabled.
enableNZCMngEsgPgm	Field Type boolean Description Indicates whether the Manage Environmental, Social, and Governance Programs feature is enabled for your org. The default is `false`. Available in API version 59.0 and later in editions where Net Zero Cloud is enabled.
enableSCAssignFootprint	Field Type boolean Description Indicates whether the Assign Carbon Footprint to Energy Use Records feature is enabled for your org. The default is `false`. Available in API version 54.0 and later in editions where Net Zero Cloud is enabled.
enableSCBEIEnabled	Field Type boolean Description Indicates whether the Manage Building Energy Intensity feature is enabled for your org. The default is `false`. Available in API version 54.0 and later in editions where Net Zero Cloud is enabled.
enableSCCarbonAccounting	Field Type boolean Description Indicates whether the Manage Carbon Accounting feature is enabled for your org. The default is `false`. Available in API version 54.0 and later in editions where Net Zero Cloud is enabled.
enableSCCarbonCreditAlloc	Field Type boolean Description Indicates whether the Allocate Carbon Credits to offset the unavoidable emissions feature is enabled for your org. The default is `false`. Available in API version 56.0 and later in editions where Net Zero Cloud is enabled.
enableSCCreateFootprint	Field Type boolean Description Indicates whether the Auto-Create Carbon Footprints feature is enabled for your org. The default is `false`. Available in API version 54.0 and later in editions where Net Zero Cloud is enabled.
enableSCDGF	Field Type boolean Description Indicates whether the Manage Data Gaps feature is enabled for your org. The default is `false`. Available in API version 54.0 and later in editions where Net Zero Cloud is enabled.
enableSCExpansionUseCase	Field Type boolean Description Indicates whether the Manage Carbon Accounting for Extended Organizational Boundaries feature is enabled for your org. The default is `false`. Available in API version 57.0 and later in editions where Net Zero Cloud is enabled.
enableSCExternalEngMgmt	Field Type boolean Description Indicates whether the Manage Supplier Sustainability Data feature is enabled for your org. The default is `false`. Available in API version 54.0 and later in editions where Net Zero Cloud is enabled.
enableSCEmssnsForecasting	Field Type boolean Description Indicates whether the Manage Carbon Emissions Forecast feature is enabled for your org. The default is `false`. Available in API version 54.0 and later in editions where Net Zero Cloud is enabled.
enableSCSNGManagement	Field Type boolean Description Indicates whether the Manage Social and Governance feature is enabled for your org. The default is `false`. Available in API version 57.0 and later in editions where Net Zero Cloud is enabled.
enableSCScope3HubEnabled	Field Type boolean Description Indicates whether the Manage Scope 3 Procurement Hub feature is enabled for your org. The default is `false`. Available in API version 54.0 and later in editions where Net Zero Cloud is enabled.
enableSCTargetSetting	Field Type boolean Description Indicates whether the Manage Emissions Target feature is enabled for your org. The default is `false`. Available in API version 54.0 and later in editions where Net Zero Cloud is enabled.
enableSCWasteManagement	Field Type boolean Description Indicates whether the Manage Waste-Related Data feature is enabled for your org. The default is `false`. Available in API version 54.0 and later in editions where Net Zero Cloud is enabled.
enableSCWaterManagement	Field Type boolean Description Indicates whether the Manage Water-Related Data feature is enabled for your org. For example, water consumption, withdrawal, and discharge. The default is `false`. Available in API version 56.0 and later in editions where Net Zero Cloud is enabled.
enableSustainabilityCloud	Field Type boolean Description Indicates whether the Net Zero Cloud feature is enabled for your org. The default is `false`. Available in API version 54.0 and later in editions where Net Zero Cloud is enabled.

Fields for Public Sector Solutions Features

Industries settings for Public Sector Solutions features are available in API version 57.0 and later.

Field Name	Field Type	Description
enableBenefitAndGoalSharingPref	boolean	Indicates whether the benefit and goal sharing feature is enabled for your org. The default is `false`. Available in editions where Public Sector Solutions is enabled.
enableBenefitManagementPreference	boolean	Indicates whether the program and benefit management feature is enabled for your org. The default is `false`. Available in editions where Public Sector Solutions is enabled.
enableCarePlansPreference	boolean	Indicates whether the care plan feature is enabled for your org. The care plan feature lets you create and edit care plans. The default is `false`. Available in editions where Public Sector Solutions is enabled. This field is avaiable in API version 58.0 and later.

Fields for Salesforce Scheduler

Field Name	Field Type	Description
appointmentDistributionOrgPref	boolean	Indicates whether to schedule appointments for service resources based on appointment distribution (`true`) or not (`false`). The default value is `false`. Available in API version 52.0 and later.
captureResourceUtilizationOrgPref	boolean	Indicates whether to use a background process to calculate the usage of service resources from service appointments (`true`) or not (`false`). The default value is `false`. Available in API version 52.0 and later.
enableAnyResourceTypeOrgPref	boolean	Indicates whether to enable Salesforce Scheduler to consider service resource records with Agent resource type (`true`) or not (`false`). Before enabling this setting, create a service resource record as Main for each user, or update one of the service resource records as Main for each user. The default value is `false`. Available in API version 57.0 and later.
enableAppFrmAnywhereOrgPref	boolean	Indicates whether to use engagement channels for setting up shifts, work types, and booking a service appointment (`true`) or not (`false`). The default value is `false`. Available in API version 56.0 and later. See the prerequisites before you enable this setting.
enableBlockResourceAvailabilityOrgPref	boolean	Indicates whether Salesforce 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`. Available in API version 47.0 and later. This setting is used in Financial Services Cloud.
enableCreateMultiAttendeeEventOrgPref	boolean	Indicates whether users can group individual events, and view the list of all attendees under a single event `true` or not `false`. The default is `false`. See the prerequisites before you enable this setting. Available in API version 55.0 and later. This setting is used in Financial Services Cloud.
enableDropInAppointmentsOrgPref	boolean	Indicates whether users can manage drop-in participants (`true`) or not (`false`). The default value is `false`. Available in API version 58.0 and later. See the prerequisite before you enable this setting.
enableDropInSkillMatchingOrgPref	boolean	Indicates whether skill and skill level matching is enabled for service resources that are assigned to waitlists for a service territory (`true`) or not (`false`). The default value is `false`. Available in API version 58.0 and later.
enableEventManagementOrgPref	boolean	Indicates whether users can add Salesforce Scheduler service appointments to their Salesforce calendars. The default is `false`. Available in API version 47.0 and later. This setting is used in Financial Services Cloud.
enableEventWriteOrgPref	boolean	Indicates whether to publish high-volume platform events when users create, update, or delete service appointments in Salesforce Scheduler (`true`) or not (`false`). If enabled, write these events to an external system to update it with Salesforce Scheduler service appointments. The default value is `false`. Available in API version 49.0 and later.
enableMultipleTopicsForShiftsOrgPref	boolean	Indicates whether the multiple topics for shifts feature is enabled (`true`) or disabled (`false`). The default value is `false`. Available in API version 56.0 and later. See the prerequisite before you enable this setting.
enableMultiResourceOrgPref	boolean	Indicates whether users can add multiple service resources to a service appointment. The default is `false` Available in API version 47.0 and later. This setting is used in Financial Services Cloud.
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` Available in API version 47.0 and later. This setting is used in Financial Services Cloud.
enableShareSaWithArOrgPref	boolean	Indicates whether to share service appointments with assigned resources (`true`) or not (`false`). The default value is `false`. Available in API version 55.0 and later.
enableTopicOrTemplate	boolean	Indicates whether to use Salesforce Scheduler to manage Health Cloud appointments (`true`) or not (`false`). The default value is `false`. You must enable the enableTopicTimeSlot field before enabling this setting. Available in API version 52.0 and later.
enableTopicTimeSlot	boolean	Indicates whether to set operating hours for Service Territory Members for Work Type Groups (`true`) or not (`false`). The default value is `false`. Available in API version 52.0 and later. See the prerequisites before you enable this setting. After you enable this setting, you can't disable it.

Fields for Education Cloud

Field Name	Field Type	Description
enableEducationCloud	boolean	Indicates whether Education Cloud is enabled in Salesforce (true) or not (false). The default is `false`. Available in API version 57.0 and later in Developer, Enterprise, Performance and Unlimited editions.
enableStudentSuccess	boolean	Indicates whether Student Success is enabled in Salesforce (true) or not (false). The default is `false`. Available in API version 58.0 and later in Developer, Enterprise, Performance and Unlimited editions.
enableAcademicOperations	boolean	Indicates whether Academic Operations is enabled in Salesforce (true) or not (false). The default is `false`. Available in API version 59.0 and later in Developer, Enterprise, Performance and Unlimited editions.
enableAlumniRelations	boolean	Indicates whether Alumni Relations is enabled (true) or not (false). The default is `false`. Available in API version 59.0 and later in Developer, Enterprise, Performance and Unlimited editions.
enableMentoring	boolean	Indicates whether Mentoring is enabled (true) or not (false). The default is `false`. Available in API version 60.0 and later in Developer, Enterprise, Performance and Unlimited editions.

Declarative Metadata Sample Definition

The following is an example of an Industries.Settings metadata file.

1<?xml version="1.0" encoding="UTF-8"?>
2<IndustriesSettings xmlns="http://soap.sforce.com/2006/04/metadata">
3    <enableCreateMultiAttendeeEventOrgPref>true</enableCreateMultiAttendeeEventOrgPref>
4    <enableEventManagementOrgPref>true</enableEventManagementOrgPref>
5    <enableMultiResourceOrgPref>false</enableMultiResourceOrgPref>
6    <enableOverbookingOrgPref>true</enableOverbookingOrgPref>
7    <enableBlockResourceAvailabilityOrgPref>true</enableBlockResourceAvailabilityOrgPref>
8    <enableAccessToMasterListOfCoverageTypes>true</enableAccessToMasterListOfCoverageTypes>
9    <enableManyToManyRelationships>true</enableManyToManyRelationships>
10    <allowMultipleProducersToWorkOnSamePolicy>false</allowMultipleProducersToWorkOnSamePolicy>
11    <enableMortgageRlaTotalsOrgPref>true</enableMortgageRlaTotalsOrgPref>
12    <enableObjectDetection>true</enableObjectDetection>
13    <enableProviderSearchSyncOrgPref>true</enableProviderSearchSyncOrgPref>
14    <enableReferralScoring>true</enableReferralScoring>
15    <enableFSCInsuranceReport>true</enableFSCInsuranceReport>
16    <enableSCCarbonAccounting>true</enableSCCarbonAccounting>
17    <enableBenefitAndGoalSharingPref>true</enableBenefitAndGoalSharingPref>
18    <enableBenefitManagementPreference>true</enableBenefitManagementPreference>
19    <enableCarePlansPreference>true</enableCarePlansPreference>
20</IndustriesSettings>

The following is an example package.xml that references the previous definition.

1<?xml version="1.0" encoding="UTF-8"?>
2<Package xmlns="http://soap.sforce.com/2006/04/metadata">
3    <types>
4        <members>Industries</members>
5        <name>Settings</name>
6    </types>
7    <version>47.0</version>
8</Package>