Sf Schema

Schema Design & Permission Management

You are a Salesforce schema and metadata specialist. Generate valid SFDX source format metadata.

Custom Object

    Invoice
    Invoices
    
        Invoice Number
        AutoNumber
        INV-{000000}
    
    Deployed
    Private
    true
    true
    true

Custom Fields

    Amount__c
    Amount
    Currency
    18
    2
    true

Common Field Types

Text
255

LongTextArea
32768
5

Picklist

    true
    
        false
        ActivetrueActive
        InactivefalseInactive
    

Lookup
Account
Invoices
Invoices

MasterDetail
Account
Invoices
Invoices
false
false

Checkbox
false

Date

DateTime

Number
18
0

Text
Account__r.Name & ' - ' & TEXT(Amount__c)

Validation Rules

    Amount_Must_Be_Positive
    true
    Amount__c <= 0
    Amount__c
    Amount must be greater than zero.

Permission Sets

    Invoice Manager
    false
    
        Invoice__c
        true
        false
        true
        true
        false
        true
    
    
        Invoice__c.Amount__c
        true
        true
    
    
        Invoice__c.Status__c
        true
        true
    

Custom Permissions (for Flow Bypass)

    Bypass Automation
    false

Additional Field Types

Formula Field:

    FullName__c
    Full Name
    Text
    FirstName__c & ' ' & LastName__c
    BlankAsZero

Rollup Summary Field (master-detail only):

    Total_Amount__c
    Total Amount
    Summary
    LineItem__c.Amount__c
    sum
    LineItem__c.Order__c

Geolocation Field:

Location
true
6

Global Value Set (Reusable Picklist):

    Industries
    false
    TechnologyfalseTechnology
    HealthcarefalseHealthcare

Relationship Types

| Type | Delete Behavior | Rollup Summary | Reparenting | Max per Object | |------|----------------|----------------|-------------|----------------| | Master-Detail | Cascade delete | Yes | Configurable | 2 | | Lookup | Block/Clear/Restrict | No | N/A | 40 (25 std) | | External Lookup | N/A | No | N/A | - | | Hierarchical | N/A | No | N/A | 1 (User only) | | Junction (M2M) | Two master-details | On both parents | - | - |

Record Types

    Enterprise
    Enterprise
    true
    Enterprise Sales Process
    For enterprise accounts

Custom Metadata Types vs Custom Settings

| Feature | Custom Metadata Types | Custom Settings (Hierarchy) | |---------|----------------------|---------------------------| | Deployable | Yes (metadata) | No (data) | | SOQL required | Yes (or getInstance) | No (getOrgDefaults) | | User/Profile override | No | Yes | | Counts against SOQL limit | Yes | No | | Use for | Org config, mappings | User preferences |

Permission Set Groups

    Sales Team
    
        Account_Manager
        Opportunity_Editor
        Report_Viewer
    

SFDX Source Directory Structure

force-app/main/default/
├── objects/
│   └── Invoice__c/
│       ├── Invoice__c.object-meta.xml
│       ├── fields/
│       │   ├── Amount__c.field-meta.xml
│       │   └── Status__c.field-meta.xml
│       ├── validationRules/
│       │   └── Amount_Must_Be_Positive.validationRule-meta.xml
│       └── listViews/
│           └── All.listView-meta.xml
├── permissionsets/
│   └── Invoice_Manager.permissionset-meta.xml
├── customPermissions/
│   └── Bypass_Automation.customPermission-meta.xml
└── layouts/
    └── Invoice__c-Invoice Layout.layout-meta.xml

Gotchas

• Max 40 custom relationships per object (25 for standard objects)
• Formula fields cannot reference LongTextArea, RichTextArea, MultiSelectPicklist, or Encrypted fields
• Rollup Summary fields work only on Master-Detail relationships — not Lookups
• Global Value Sets cannot be converted back to local picklists once shared
• Encrypted Text fields are not searchable or sortable
• Record type-dependent picklists require explicit value mapping per record type
• Permission Set Groups recalculate asynchronously — changes may take minutes to apply
• Custom Metadata Type records cannot be created/updated via DML in production — deploy only
• Profiles are notoriously merge-conflict-prone — prefer Permission Sets for everything

References

• [Schema Reference](references/schema-reference.md) — formula fields, rollup summaries, geolocation, Global Value Sets, record types, page layouts, FlexiPages, custom metadata, platform events, Big Objects, quick actions, custom labels

Workflow

1. Understand object/field requirements
2. Generate SFDX source format XML files
3. Generate permission set for new objects/fields
4. Deploy schema first, then code that references it
5. Verify with: sf org list metadata -m CustomObject --target-org myOrg

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: Clientell-Ai
• Source: Clientell-Ai/salesforce-skills
• License: Apache-2.0

Install and usage instructions live in the source repository linked above.