{"id":90929,"date":"2017-07-24T06:19:08","date_gmt":"2017-07-24T06:19:08","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=90929"},"modified":"2025-05-26T11:04:41","modified_gmt":"2025-05-26T11:04:41","slug":"how-to-use-custom-settings-in-salesforce","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/how-to-use-custom-settings-in-salesforce\/","title":{"rendered":"How to use custom settings in salesforce"},"content":{"rendered":"<p>We have all made a <strong>custom app<\/strong> in Salesforce, be it a developer or administrator. However <a href=\"https:\/\/webkul.com\/hire-salesforce-developers\/\">Salesforce developers<\/a> have also created apps to upload packages on <strong>appexchange<\/strong>, Salesforce\u2019s own app store.<\/p>\n<p>With custom apps comes <strong>custom settings<\/strong> for that object, variables which will be used quite often. The best way to store them is by making another object, and using it as it is to store those settings as records.<\/p>\n<p>But then there is the problem of <strong>accessibility<\/strong>, various users might not have proper access on those objects, and therefore the app won\u2019t work as expected.<\/p>\n<p>Well salesforce has provided us with a solution, and that\u2019s what I\u2019ll demonstrate you, how to use custom settings in Salesforce.<\/p>\n<p>So what are these custom settings? Well the answer is simple, these custom settings are like custom objects, but have an organization wide access.<\/p>\n<p>Data can be added in them like any Object, through APEX code, or by creating new record. However the access is available organization wide.<\/p>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<h3 class=\"panel-title\">Types of Custom Settings<\/h3>\n<\/div>\n<div class=\"panel-body\">\n<p>There are two types of custom settings:<\/p>\n<ul>\n<li><strong>List Custom Settings<\/strong>: A type of custom setting that provides a reusable set of static data that can be accessed across your organization.<\/li>\n<li><strong>Hierarchy Custom Settings<\/strong>: A type of custom setting that uses a built-in hierarchical logic that lets you <strong>personalize<\/strong> settings for specific profiles or users.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<h3 class=\"panel-title\">Example<\/h3>\n<\/div>\n<div class=\"panel-body\">\n<p>For this example we are going to focus on hierarchy type settings. Once created these settings can be used even in formula fields or normally in APEX code to store information which can be only changed by administrators.<\/p>\n<p>First we have to go to <strong>Setup| Develop| Custom Settings<\/strong> and create a new setting.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/img1.jpg\"><img decoding=\"async\" class=\"alignnone size-full wp-image-90953\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/img1.jpg\" alt=\"\" width=\"1300\" height=\"2019\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/img1.jpg 1300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/img1-160x249.jpg 160w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/img1-193x300.jpg 193w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/img1-768x1193.jpg 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/img1-659x1024.jpg 659w\" sizes=\"(max-width: 1300px) 100vw, 1300px\" loading=\"lazy\" \/><\/a><\/p>\n<p>Let\u2019s name this new setting as <strong>Org Defaults<\/strong>, and then click on save.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/img2.jpg\"><img decoding=\"async\" class=\"alignnone size-full wp-image-90954\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/img2.jpg\" alt=\"\" width=\"1315\" height=\"629\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/img2.jpg 1315w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/img2-250x120.jpg 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/img2-300x143.jpg 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/img2-768x367.jpg 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/img2-1200x574.jpg 1200w\" sizes=\"(max-width: 1315px) 100vw, 1315px\" loading=\"lazy\" \/><\/a><\/p>\n<p>As you can see that the settings is like an object, having a new button for custom fields. You can create as many custom fields as you want and store data in them.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/img3.jpg\"><img decoding=\"async\" class=\"alignnone size-full wp-image-90955\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/img3.jpg\" alt=\"\" width=\"1315\" height=\"678\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/img3.jpg 1315w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/img3-250x129.jpg 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/img3-300x155.jpg 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/img3-768x396.jpg 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/img3-1200x619.jpg 1200w\" sizes=\"(max-width: 1315px) 100vw, 1315px\" loading=\"lazy\" \/><\/a><\/p>\n<p>After creating custom fields you can access this from <strong>APEX<\/strong> code too. Simply fire a SOQL Query in APEX and use the name of the setting you created in the place of object name.<\/p>\n<pre class=\"brush:java\">OrgDefaults__c obj = [select id, Org_Code__c from OrgDefaults__c];\nsystem.debug(obj);<\/pre>\n<p>Also You can add this field in other custom formula fields, directly by selecting the field name in insert field. You can also create records in this object with the help of APEX code.<\/p>\n<p>Also, you may read our <a href=\"https:\/\/webkul.com\/blog\/create-free-developer-account-in-salesforce\/\">create fee developer account in Salesforce<\/a> blog.<\/p>\n<\/div>\n<\/div>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<h3 class=\"panel-title\">Support<\/h3>\n<\/div>\n<div class=\"panel-body\">\n<p>That\u2019s all for how to use custom settings in salesforce, for any further queries feel free to add a ticket at:<\/p>\n<p><a href=\"https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/\">https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/<\/a><\/p>\n<p>Or let us know your views on how to make this code better, in comments section below.<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>We have all made a custom app in Salesforce, be it a developer or administrator. However Salesforce developers have also created apps to upload packages on appexchange, Salesforce\u2019s own app store. With custom apps comes custom settings for that object, variables which will be used quite often. The best way to store them is by <a href=\"https:\/\/webkul.com\/blog\/how-to-use-custom-settings-in-salesforce\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":144,"featured_media":90952,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1889,1887],"tags":[1884,5134,1885,5135],"class_list":["post-90929","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-apex","category-salesforce","tag-apex","tag-custom-settings","tag-salesforce","tag-salesforce-custom-settings"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to use Custom Settings in Salesforce to store information<\/title>\n<meta name=\"description\" content=\"We have all made a custom app in salesforce, be it a developer or administrator. However developers have also created apps to upload packages on...\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/webkul.com\/blog\/how-to-use-custom-settings-in-salesforce\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to use Custom Settings in Salesforce to store information\" \/>\n<meta property=\"og:description\" content=\"We have all made a custom app in salesforce, be it a developer or administrator. However developers have also created apps to upload packages on...\" \/>\n<meta property=\"og:url\" content=\"https:\/\/webkul.com\/blog\/how-to-use-custom-settings-in-salesforce\/\" \/>\n<meta property=\"og:site_name\" content=\"Webkul Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/webkul\/\" \/>\n<meta property=\"article:published_time\" content=\"2017-07-24T06:19:08+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-05-26T11:04:41+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/download-1-6.png\" \/>\n\t<meta property=\"og:image:width\" content=\"825\" \/>\n\t<meta property=\"og:image:height\" content=\"260\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Yathansh Sharma\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@webkul\" \/>\n<meta name=\"twitter:site\" content=\"@webkul\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Yathansh Sharma\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/webkul.com\/blog\/how-to-use-custom-settings-in-salesforce\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/webkul.com\/blog\/how-to-use-custom-settings-in-salesforce\/\"},\"author\":{\"name\":\"Yathansh Sharma\",\"@id\":\"https:\/\/webkul.com\/blog\/#\/schema\/person\/2cf74c97cc99e81430138433b2e5a342\"},\"headline\":\"How to use custom settings in salesforce\",\"datePublished\":\"2017-07-24T06:19:08+00:00\",\"dateModified\":\"2025-05-26T11:04:41+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/webkul.com\/blog\/how-to-use-custom-settings-in-salesforce\/\"},\"wordCount\":462,\"commentCount\":2,\"publisher\":{\"@id\":\"https:\/\/webkul.com\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/webkul.com\/blog\/how-to-use-custom-settings-in-salesforce\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/download-1-6.png\",\"keywords\":[\"Apex\",\"custom settings\",\"Salesforce\",\"salesforce custom settings\"],\"articleSection\":[\"Apex\",\"Salesforce\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/webkul.com\/blog\/how-to-use-custom-settings-in-salesforce\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/webkul.com\/blog\/how-to-use-custom-settings-in-salesforce\/\",\"url\":\"https:\/\/webkul.com\/blog\/how-to-use-custom-settings-in-salesforce\/\",\"name\":\"How to use Custom Settings in Salesforce to store information\",\"isPartOf\":{\"@id\":\"https:\/\/webkul.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/webkul.com\/blog\/how-to-use-custom-settings-in-salesforce\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/webkul.com\/blog\/how-to-use-custom-settings-in-salesforce\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/download-1-6.png\",\"datePublished\":\"2017-07-24T06:19:08+00:00\",\"dateModified\":\"2025-05-26T11:04:41+00:00\",\"description\":\"We have all made a custom app in salesforce, be it a developer or administrator. 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