Refresh Metadata
Business Background
Titan can easily read your metadata from Salesforce, allowing you to map your Salesforce fields to Titan Web.
If you made changes in Salesforce and do not see the latest information on your project, you can manually refresh your metadata using the method below.
Metadata in Salesforce refers to information that defines the structure of your Salesforce org and how your data is organized. It includes configurations, settings, and customization details rather than the actual data stored in your records. Essentially, metadata describes the setup of your Salesforce instance, such as custom objects, fields, workflows, page layouts, validation rules, Apex code, and more.
Titan Solution
When you add a push, get, or picklist from Salesforce to the Titan project, you can manually refresh it to ensure that your project retrieves the latest information.
How to Video
- 0:01 Introduction.
- 0:14 We show you the Salesforce Integrations settings.
- 0:58 You will learn how to create a field in Salesforce.
- 1:51 We show you how to add text to a catalog page.
How to Guide
- Click the Gear icon to open the Project settings.
- Select the Tools option.
- Click the Metadata button.
A success message will show that the Salesforce cache has been cleared.
As an alternative, you can also refresh the metadata from the Salesforce Integrations screen.
