What do you do when you need to reference a specific value in your validation rule, process builder, or flow, but you know that hard coding in automation is against best practices? Well, that’s why we have Custom Metadata Types (CMDT)! Based on my own experience as a nonprofit Admin, we will look at donor management and financial reporting use cases that I solved using CMDT as examples of how you can apply this technique to streamline processes across your org.
You can download the session slidedeck here.
