generating-custom-object
When to Use This Skill
Use this skill when you need to:
- Create new custom objects
- Generate custom object metadata XML
- Configure object sharing and security settings
- Set up object features and capabilities
- Troubleshoot deployment errors related to custom objects
Specification
1. Overview and Purpose
This document defines the mandatory constraints for generating CustomObject metadata XML (.object-meta.xml file). The agent must verify these constraints before outputting XML to prevent Metadata API deployment errors.
File extension: .object-meta.xml
2. Syntactic Essentials (Tier 1)
The following constraints must be true for the XML body to deploy successfully.
Note: The API Name (fullName) is NOT a tag; it is the filename (e.g., Vehicle__c.object-meta.xml).
Required Elements
| Element | Requirement | Notes |
|---|---|---|
<label> |
Required | Singular UI name |
<pluralLabel> |
Required | Plural UI name |
<sharingModel> |
Required | See Sharing Model Rules below |
<deploymentStatus> |
Required | Always set to Deployed |
<nameField> |
Required | Primary record identifier (requires <label> and <type>) |
<visibility> |
Required | Always set to Public |
Sharing Model Rules
Default: Set <sharingModel> to ReadWrite.
Exception: If this object contains a Master-Detail relationship field, <sharingModel> MUST be ControlledByParent.
Decision Logic:
- IF object has NO Master-Detail field → use
ReadWrite - IF object has Master-Detail field → use
ControlledByParent - IF a Master-Detail field is being added to an existing child object → that existing object's
<sharingModel>must also be updated toControlledByParent
❌ INCORRECT — Will cause error: Cannot set sharingModel to ReadWrite on a CustomObject with a MasterDetail relationship field
<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
<label>Order Line Item</label>
<pluralLabel>Order Line Items</pluralLabel>
<sharingModel>ReadWrite</sharingModel> <!-- WRONG: Object has a M-D field -->
<deploymentStatus>Deployed</deploymentStatus>
</CustomObject>
✅ CORRECT:
<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
<label>Order Line Item</label>
<pluralLabel>Order Line Items</pluralLabel>
<sharingModel>ControlledByParent</sharingModel> <!-- CORRECT -->
<deploymentStatus>Deployed</deploymentStatus>
</CustomObject>
3. Smart Defaults & Decision Logic (Tier 2)
The agent must choose which features to enable based on the object's intended use case.
A. The Name Field Decision
| Type | When to Use | Additional Requirements |
|---|---|---|
| Text | Default for human-named entities (Projects, Locations, Teams) | None |
| AutoNumber | Use for transactions, logs, or IDs (Invoices, Requests, Tickets) | Must include <displayFormat> (e.g., INV-{0000}) and <startingNumber>1</startingNumber> |
Text Name Field Example:
<nameField>
<label>Project Name</label>
<type>Text</type>
</nameField>
AutoNumber Name Field Example:
<nameField>
<label>Invoice Number</label>
<type>AutoNumber</type>
<displayFormat>INV-{0000}</displayFormat>
<startingNumber>1</startingNumber>
</nameField>
B. Object Description
<description>: Mandatory. Every object must contain a professional summary.
If the intent is vague, generate a summary:
"Object used to track and manage [Intent] within the organization."
C. Junction Object Naming
If the object is a many-to-many link between two parents, name the object by combining the two parent entities to ensure the schema remains intuitive.
Examples:
Position_Candidate__c(links Position and Candidate)Job_Application__c(links Job and Application)
D. Feature Enablement (Clean XML)
To maintain "Clean XML," only include optional tags when deviating from the Salesforce platform default of false.
Scenario A: User-Facing Objects (Apps, Trackers, Business Entities)
- Trigger: The object is intended for direct user interaction
- Action: Set
<enableSearch>,<enableReports>,<enableActivities>, and<enableHistory>totrue
Scenario B: System-Facing Objects (Junctions, Background Logs)
- Trigger: The object exists for technical associations or background data
- Action: Omit these tags to keep the UI clean and the XML lean
4. Critical Constraints & Common Failures
Reserved Words
Never use reserved words as API names for Custom Objects or Custom Fields:
| Category | Reserved Words (Do Not Use as API Names) |
|---|---|
| SOQL/SQL | Select, From, Where, Limit, Order, Group |
| System | User, External, View, Type |
| Temporal | Date, Number |
Relationship Cap
Do not create more than 2 Master-Detail relationships for a single object. If a third relationship is required, use a Lookup instead.
XML Root Element
Do NOT include the <fullName> tag at the root of the .object-meta.xml file. The API name is derived from the filename.
❌ INCORRECT:
<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Vehicle__c</fullName> <!-- WRONG: Remove this -->
<label>Vehicle</label>
</CustomObject>
✅ CORRECT:
<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
<label>Vehicle</label>
<!-- fullName comes from filename: Vehicle__c.object-meta.xml -->
</CustomObject>
Validation Rule Naming Convention
Validation rule names follow different conventions than custom fields.
Rules:
- Must contain only alphanumeric characters and underscores
- Must begin with a letter
- Cannot end with an underscore
- Cannot contain two consecutive underscores
- Must NOT end with
__c(unlike custom fields)
❌ INCORRECT:
<validationRules>
<fullName>Require_Start_Date__c</fullName> <!-- WRONG: Has __c suffix -->
<active>true</active>
<errorMessage>Start Date is required.</errorMessage>
<formula>ISBLANK(Start_Date__c)</formula>
</validationRules>
Error: The validation name can only contain alphanumeric characters, must begin with a letter, cannot end with an underscore...
✅ CORRECT:
<validationRules>
<fullName>Require_Start_Date</fullName> <!-- CORRECT: No __c suffix -->
<active>true</active>
<errorMessage>Start Date is required.</errorMessage>
<formula>ISBLANK(Start_Date__c)</formula>
</validationRules>
Naming Pattern Reference:
| Metadata Type | Naming Pattern | Example |
|---|---|---|
| Custom Fields | Ends with __c |
Start_Date__c |
| Validation Rules | No suffix | Require_Start_Date |
| Custom Objects | Ends with __c |
Vehicle__c |
5. Verification Checklist
Before generating the Custom Object XML, verify:
Syntactic Checks
- Are both
<label>and<pluralLabel>present? - Is
<deploymentStatus>set toDeployed? - Is
<visibility>set toPublic? - Does
<nameField>include both<label>and<type>? - If
<type>isAutoNumber, are<displayFormat>and<startingNumber>included?
Sharing Model Check (Critical)
- Does this object have a Master-Detail relationship field?
- If YES →
<sharingModel>MUST beControlledByParent - If NO →
<sharingModel>should beReadWrite
- If YES →
Constraint Checks
- Is the API name free of reserved words?
- Are there 2 or fewer Master-Detail relationships?
- Is
<fullName>absent from the XML root?
Validation Rule Checks (if applicable)
- Do validation rule names NOT end with
__c? - Do validation rule names follow alphanumeric + underscore pattern?
Architectural Checks
- Is
<description>present with a meaningful summary? - Are
<enableSearch>and<enableReports>set totrueif user-facing? - Does the filename match the intended API name?