Below is the list of all the metadata types (285 in total) included in our default metadata filter: Compare all.
Note that this list covers the Metadata section of the filter only. Data Cloud types (such as Activation platform, Data source and Market segment definition) now live in the separate Data 360 section of the filter, alongside dedicated Revenue Cloud and Vlocity sections.
Metadata types | Links to documentation with guidelines on how to deploy different metadata types and/or their specific components |
Account relationship share rule |
|
Account sharing rules |
|
Action launcher item definition |
|
Action plan template |
|
Actionable list definition |
|
Activation platform ADNC identifier |
|
Activation platform data connector s3 |
|
Activation platform field value |
|
Advanced account forecast dimension source |
|
Advanced account forecast period group |
|
Advanced account forecast set |
|
Agent action | How to deploy Agentforce Agent Actions via Agent action metadata
|
Agent planner (GenAiPlanner - available in API versions 60 to 63) | How to deploy Agentforce AI Agent via GenAiPlanner metadata.
|
Agent planner bundle | Note: GenAIPlannerBundle (in Gearset displayed as
|
Agent script |
|
Agent test suite |
|
Agent topic | How to deploy AgentForce Topic via Agent topic metadata (GenAiPlugin in Salesforce)
|
AI application |
|
AI application config |
|
Analytic snapshot |
|
Animation rule |
|
Apex class | How to use precision deployment of Apex code.
|
Apex component |
|
Apex email notifications |
|
Apex page |
|
Apex test suite |
|
Apex trigger |
|
App menu |
|
Application record type config |
|
Appointment assignment policy |
|
Appointment scheduling policy |
|
Approval process |
|
Assessment question |
|
Assessment question set |
|
Assignment rules |
|
Audience |
|
Aura component |
|
Auth. provider |
|
Auto response rules |
|
Batch calc job definition |
|
Batch process job definition |
|
Benefit action |
|
Branding set |
|
Briefcase definition |
|
Call center |
|
Campaign influence model |
|
Campaign sharing rules deprecated in API version 33 |
|
Case sharing rules deprecated in API version 33 |
|
Certificate |
|
Channel layout |
|
Choice list |
|
Clean data service |
|
CMS connect source |
|
Community (Zone) |
|
Community template definition |
|
Community theme definition |
|
Connected app |
|
Contact sharing rules |
|
Content asset |
|
Context definition |
|
Context use case mapping |
|
Conversation message definition |
|
Conversation vendor info |
|
Cors whitelist origin |
|
CSP trusted site |
|
Custom application | Our app supports precision deployments of
|
Custom application component |
|
Custom feed filter |
|
Custom help menu section |
|
Custom labels |
|
Custom metadata | How to retrieve and locate in your comparison Custom metadata type access and custom settings access
How to deploy new Custom metadata items
|
Custom notification type |
|
Custom object Including 10 sub-components: | How to deploy a Custom field, Field dependencies, a Custom field with its field-level security settings, or Field history tracking
How to deploy Record Types
How to deploy Custom Links and Buttons
|
Custom object translation |
|
Custom page web link |
|
Custom permission |
|
Custom site |
|
Custom tab |
|
Dashboard |
|
Data category group |
|
DataWeave resource |
|
Decision matrix definition |
|
Decision matrix definition version |
|
Decision table |
|
Decision table dataset link |
|
Delegate group |
|
Digital asset management provider |
|
Digital asset management provider lightning component |
|
Digital experience bundle |
|
Digital experience config |
|
Discovery model | Referred to as DiscoveryAIModel in Salesforce
|
Document |
|
Document category |
|
Document category document type |
|
Document generation settings |
|
Document template |
|
Document type |
|
Duplicate rule |
|
Eclair geodata |
|
Einstein bot | Agentforce
|
Email services function | How to deploy EmailServiceFunctions
|
Email template |
|
Embedded service branding |
|
Embedded service config |
|
Embedded service live agent |
|
Embedded service menu settings |
|
Entitlement process |
|
Entitlement template |
|
Escalation rules |
|
Event relay config |
|
Experience bundle | How to deploy Digital Experiences (Communities) and changes to them
|
Explainability message template |
|
Expression set definition | How to deploy Expression sets
|
Expression set definition version |
|
Expression set message token |
|
Expression set object alias |
|
External auth identity provider |
|
External client application |
|
External client application: Configurable policies |
|
External client application: Global OAuth Settings |
|
External client application: OAuth configurable policies |
|
External client application: OAuth settings |
|
External credential |
|
External data source |
|
External service registration |
|
Field Service Mobile Config |
|
Flow | How to deploy Flows
|
Flow category |
|
Flow definition |
|
Flow test |
|
Forecasting filter |
|
Forecasting filter condition |
|
Forecasting group |
|
Forecasting source definition |
|
Forecasting type | How to deploy ForecastingType
|
Forecasting type source |
|
Fuel type |
|
Fuel type sustainability unit of measure |
|
Fundraising config |
|
Gift entry grid template |
|
Global picklist |
|
Global value set | Our app supports precision deployments of
|
Global value set translation |
|
Group | How to deploy a Public Group
|
Home page component |
|
Home page layout |
|
Icon |
|
Identity verification process definition |
|
Iframe whitelist URL settings |
|
Installed package | Guidance on when to not include Installed Package metadata type in the filter
|
Integration provider definition |
|
Invocable action extension |
|
IP address range |
|
Keyword list |
|
Layout | How to use precision deployments for Page layouts
|
Lead convert settings | Our app supports precision deployments of
|
Lead sharing rules |
|
Letterhead |
|
Lightning bolt |
|
Lightning experience theme |
|
Lightning message channel |
|
Lightning page | How to deploy Lightning pages and their components
|
Lightning type bundle |
|
Lightning web component | How to deploy Lightning web components
|
Live chat agent |
|
Live chat button |
|
Live chat deployment |
|
Live chat sensitive data rule |
|
Loyalty program setup |
|
Managed content type |
|
Managed topics (Community) |
|
Marketing app extension |
|
Matching rules |
|
Messaging channel |
|
Milestone |
|
ML data definition |
|
ML prediction definition |
|
MlDomain |
|
Mobile security assignment |
|
Mobile security policy |
|
Moderation rule |
|
Muting permission set |
|
Named credentials |
|
Navigation menu |
|
Network (Community) |
|
Network branding (Community branding) |
|
Notification type config |
|
Oauth custom scope |
|
Oauth token exchange handler |
|
Omni supervisor config |
|
OmniDataTransform |
|
OmniExtTrackingDef |
|
OmniIntegrationProcedure |
|
OmniInteractionAccessConfig |
|
OmniInteractionConfig |
|
OmniScript |
|
OmniUiCard |
|
Opportunity sharing rules |
|
Participant role |
|
Path assistant |
|
Payment gateway provider |
|
Permission set | How to deploy Permission Sets
|
Permission set group | Our app supports precision deployments of
|
Pipeline inspection metric config |
|
Platform cache partition |
|
Platform event channel |
|
Platform event channel member |
|
Platform event subscriber config |
|
Post template for approvals in Chatter |
|
Presence decline reason |
|
Presence user config |
|
Pricing action parameters |
|
Pricing recipe |
|
Product specification record type |
|
Product specification type |
|
Profile | Deploy various granular Profile components
|
Profile password policy |
|
Profile session setting |
|
Prompt |
|
Prompt template | How to deploy Agentforce Prompt Template via Prompt template metadata
(GenAiPromptTemplate in Salesforce)
|
Prompt template activation | This metadata type is available in API version 60 and above.
|
Queue |
|
Queue routing config |
|
Quick action |
|
Recommendation strategy |
|
Record action deployment (guided action settings) |
|
Record alert category |
|
Record alert data source |
|
Record alert template |
|
RedirectWhitelistUrl |
|
Related record association criteria |
|
Relationship graph definition |
|
Remote site setting |
|
Report | How to deploy Reports and Report Folders
|
Report type |
|
Restriction rule |
|
Role |
|
Sales agreement settings |
|
SAML SSO config |
|
Search criteria configuration |
|
Search customization |
|
Search result action config |
|
Searchable obj data sync info |
|
Service channel |
|
Service presence status |
|
Service process |
|
Settings | Our app supports precision deployments of
|
Sharing rules |
|
Sharing set |
|
Site.com |
|
Skill |
|
SkillType |
|
Stage assignment |
|
Stage definition |
|
Standard value set | Our app supports precision deployments of
|
Standard value set translation |
|
Static resource |
|
Synonym dictionary |
|
Territory |
|
Territory2 |
|
Territory2 model |
|
Territory2 rule |
|
Territory2 type |
|
Time sheet template |
|
Timeline object definition |
|
Topics for objects |
|
Transaction security policy |
|
Translations | How to deploy Translations
|
UI format specification set |
|
UI object relation config |
|
User access policy |
|
User criteria |
|
User sharing rules |
|
Wave analytic asset collection |
|
Wave application |
|
Wave component |
|
Wave dashboard |
|
Wave dataflow |
|
Wave dataset |
|
Wave lens |
|
Wave recipe |
|
Wave XMD |
|
Web store template |
|
Work skill routing |
|
Workflow - Workflow field update - Workflow outbound message - Workflow task |
|
List of the above metadata types, and references to articles in the right column was last updated on the 21st of April 2026.