Photo by Markus Winkler on Unsplash
One of the cleanest ways to make automation more flexible is by leveraging Custom Metadata Types.
I use them to store config-driven logic that would otherwise live in a Flow or Apex class. For example:
Routing rules based on Record Type
Default values by user role
Display text for emails or UI components
Why I love it:
No code deploys required to update logic
Admins can manage records just like custom objects
Keeps Apex logic generic and scalable
If you find yourself hardcoding values in Flows or Apex, ask: Could this live in Custom Metadata instead? The answer is often yes—and future-you will be glad you did.
