generating-custom-field

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name: generating-custom-field description: "Use this skill when users need to create, generate, or validate Salesforce Custom Field metadata. Trigger when users mention custom fields, field types, Roll-up Summary fields, Master-Detail relationships, Lookup relationships, formula fields, picklists, or field metadata. Also use when users encounter field deployment errors, especially around Roll-up Summary format, Master-Detail constraints, or formula issues. Always use this skill for any custom field metadata work, field generation, or field troubleshooting." metadata: version: "1.0"

When to Use This Skill

Use this skill when you need to:

• Create custom fields on any object
• Generate field metadata for any field type
• Set up relationship fields (Lookup or Master-Detail)
• Create formula or roll-up summary fields
• Troubleshoot deployment errors related to custom fields

Salesforce Custom Field Generator and Validator

Overview

Generate and validate Salesforce Custom Field metadata with mandatory constraints to prevent deployment errors. This skill has special focus on the highest-failure-rate field types: Roll-up Summary and Master-Detail relationships.

Specification

1. Purpose

This document defines the mandatory constraints for generating CustomField metadata XML. The agent must verify these constraints before outputting XML to prevent Metadata API deployment errors.

Critical Focus Areas:

• Roll-up Summary field format errors
• Master-Detail field attribute restrictions
• Lookup Filter restrictions

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2. Universal Mandatory Attributes

Every generated field must include these tags:

Attribute	Requirement	Notes
<fullName>	Required	Derive from <label>: capitalize each word, replace spaces with _, append __c. Must start with a letter. E.g., label Total Contract Value → Total_Contract_Value__c
<label>	Required	The UI name (Title Case)
<description>	Mandatory	State the business "why" behind the field
<inlineHelpText>	Mandatory	Provide actionable guidance for the end-user. Must add value beyond the label (e.g., "Enter the value in USD including tax" instead of just "The amount")

External ID Configuration

Trigger: If the user mentions "integration," "importing data," "external system ID," or "unique key from [System Name]," set <externalId>true</externalId>.

Applicable Types: Text, Number, Email

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3. Technical Interplay: Precision, Scale, and Length

To ensure deployment success, follow these mathematical constraints:

Precision vs. Scale Rules

• precision is the total digits; scale is the decimal digits
• Rule: precision ≤ 18 AND scale ≤ precision
• Calculation: Digits to the left of decimal = precision - scale

The "Fixed 255" Rule

For standard TextArea types, the Metadata API requires <length>255</length>, even though it isn't configurable in the UI.

Visible Lines

Mandatory for Long/Rich text and Multi-select picklists to control UI height.

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4. Field Data Types

4.1 Simple Attribute Types

Type	<type> Value	Required Attributes
Auto Number	AutoNumber	displayFormat (must include {0}), startingNumber
Checkbox	Checkbox	Default defaultValue to false
Date	Date	No precision/length required
Date/Time	DateTime	No precision/length required
Email	Email	Built-in format validation
Lookup Relationship	Lookup	referenceTo, relationshipName, deleteConstraint
Master-Detail Relationship	MasterDetail	referenceTo, relationshipName, relationshipOrder
Number	Number	precision, scale
Currency	Currency	Default precision: 18, scale: 2
Percent	Percent	Default precision: 5, scale: 2
Phone	Phone	Standardizes phone number formatting
Picklist	Picklist	valueSet with valueSetDefinition and restricted
Text	Text	length (Max 255)
Text Area	TextArea	<length>255</length>
Text (Long)	LongTextArea	length, visibleLines (default 3)
Text (Rich)	Html	length, visibleLines (default 25)
Time	Time	Stores time only (no date)
URL	Url	Validates for protocol and format

4.2 Computed & Multi-Value Types

Type	<type> Value	Required Attributes
Formula	Result type (e.g., Number)	formula, formulaTreatBlanksAs
Roll-Up Summary	Summary	See Section 6 for complete requirements
Multi-Select Picklist	MultiselectPicklist	valueSet, visibleLines (default 4)

4.3 Specialized Types

Type	<type> Value	Required Attributes
Geolocation	Location	scale, displayLocationInDecimal

Picklist restricted Rule

The <restricted> boolean inside <valueSet> controls whether only admin-defined values are allowed.

• IF user does not specify → default to <restricted>true</restricted> (restricted, avoids performance issues with large picklist value sets)
• IF user explicitly says the picklist should allow custom/new values, or mentions "unrestricted" or "open" → set <restricted>false</restricted>
• Restricted picklists are limited to 1,000 total values (active + inactive)

<valueSet>
  <restricted>true</restricted>
  <valueSetDefinition>
    <sorted>false</sorted>
    <value>
      <fullName>Option_A</fullName>
      <default>false</default>
      <label>Option A</label>
    </value>
  </valueSetDefinition>
</valueSet>

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5. Master-Detail Relationship Rules ⭐ CRITICAL

Master-Detail fields have strict attribute restrictions that differ from Lookup fields. Violating these rules causes deployment failures.

Forbidden Attributes on Master-Detail Fields

NEVER include these attributes on Master-Detail fields:

Forbidden Attribute	Why	What Happens
<required>	Master-Detail is ALWAYS required by design	Deployment error
<deleteConstraint>	Master-Detail ALWAYS cascades deletes	Deployment error
<lookupFilter>	Only supported on Lookup fields	Deployment error

Master-Detail vs Lookup Comparison

Attribute	Master-Detail	Lookup
<required>	❌ FORBIDDEN	✅ Optional
<deleteConstraint>	❌ FORBIDDEN (always CASCADE)	✅ Required (SetNull, Restrict, Cascade)
<lookupFilter>	❌ FORBIDDEN	✅ Optional
<relationshipOrder>	✅ Required (0 or 1)	❌ Not applicable
<reparentableMasterDetail>	✅ Optional	❌ Not applicable
<writeRequiresMasterRead>	✅ Optional	❌ Not applicable

❌ INCORRECT — Master-Detail with forbidden attributes:

<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
  <fullName>Account__c</fullName>
  <label>Account</label>
  <type>MasterDetail</type>
  <referenceTo>Account</referenceTo>
  <relationshipName>Contacts</relationshipName>
  <relationshipOrder>0</relationshipOrder>
  <required>true</required>           <!-- WRONG: Remove this -->
  <deleteConstraint>Cascade</deleteConstraint>  <!-- WRONG: Remove this -->
  <lookupFilter>                       <!-- WRONG: Remove this entire block -->
    <active>true</active>
    <filterItems>
      <field>Account.Type</field>
      <operation>equals</operation>
      <value>Customer</value>
    </filterItems>
  </lookupFilter>
</CustomField>

Errors:

• Master-Detail Relationship Fields Cannot be Optional or Required
• Can not specify 'deleteConstraint' for a CustomField of type MasterDetail
• Lookup filters are only supported on Lookup Relationship Fields

✅ CORRECT — Master-Detail field:

<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
  <fullName>Account__c</fullName>
  <label>Account</label>
  <description>Links this record to its parent Account</description>
  <type>MasterDetail</type>
  <referenceTo>Account</referenceTo>
  <relationshipLabel>Child Records</relationshipLabel>
  <relationshipName>ChildRecords</relationshipName>
  <relationshipOrder>0</relationshipOrder>
  <reparentableMasterDetail>false</reparentableMasterDetail>
  <writeRequiresMasterRead>false</writeRequiresMasterRead>
  <!-- NO required, deleteConstraint, or lookupFilter -->
</CustomField>

✅ CORRECT — Lookup field (with optional attributes):

<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
  <fullName>Related_Account__c</fullName>
  <label>Related Account</label>
  <description>Optional link to a related Account</description>
  <type>Lookup</type>
  <referenceTo>Account</referenceTo>
  <relationshipLabel>Related Records</relationshipLabel>
  <relationshipName>RelatedRecords</relationshipName>
  <required>false</required>
  <deleteConstraint>SetNull</deleteConstraint>
  <lookupFilter>
    <active>true</active>
    <filterItems>
      <field>Account.Type</field>
      <operation>equals</operation>
      <value>Customer</value>
    </filterItems>
    <isOptional>false</isOptional>
  </lookupFilter>
</CustomField>

Additional Master-Detail Rules

• Relationship Order: First Master-Detail on object = 0, second = 1
• Relationship Name: Must be a plural PascalCase string (e.g., Travel_Bookings)
• Junction Objects: Use two Master-Detail fields for standard many-to-many (enables Roll-ups)
• Limit: Maximum 2 Master-Detail relationships per object. Use Lookup for additional relationships.

---

6. Roll-Up Summary Field Rules ⭐ CRITICAL

Roll-up Summary fields have the highest deployment failure rate. Follow these rules exactly.

Required Elements for Roll-Up Summary

Element	Requirement	Format
<type>	Required	Always Summary
<summaryOperation>	Required	count, sum, min, or max
<summaryForeignKey>	Required	ChildObject__c.MasterDetailField__c
<summarizedField>	Conditional	Required for sum, min, max. NOT for count

Forbidden Elements on Roll-Up Summary

NEVER include these attributes on Roll-Up Summary fields:

Forbidden Attribute	Why
<precision>	Summary inherits from summarized field
<scale>	Summary inherits from summarized field
<required>	Not applicable to Summary fields
<length>	Not applicable to Summary fields

Format Rules for summaryForeignKey and summarizedField

CRITICAL: Both summaryForeignKey and summarizedField MUST use the fully qualified format:

ChildObjectAPIName__c.FieldAPIName__c

Decision Logic:

• summaryForeignKey = ChildObject__c.MasterDetailFieldOnChild__c
• summarizedField = ChildObject__c.FieldToSummarize__c

❌ INCORRECT — Roll-Up Summary with common errors:

<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
  <fullName>Total_Amount__c</fullName>
  <label>Total Amount</label>
  <type>Summary</type>
  <precision>18</precision>           <!-- WRONG: Remove - inherited from source -->
  <scale>2</scale>                    <!-- WRONG: Remove - inherited from source -->
  <summaryOperation>sum</summaryOperation>
  <summaryForeignKey>Order__c</summaryForeignKey>        <!-- WRONG: Missing field name -->
  <summarizedField>Amount__c</summarizedField>           <!-- WRONG: Missing object name -->
</CustomField>

Errors:

• Can not specify 'precision' for a CustomField of type Summary
• Must specify the name in the CustomObject.CustomField format (e.g. Account.MyNewCustomField)

✅ CORRECT — Roll-Up Summary (SUM operation):

<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
  <fullName>Total_Amount__c</fullName>
  <label>Total Amount</label>
  <description>Sum of all line item amounts</description>
  <inlineHelpText>Automatically calculated from child line items</inlineHelpText>
  <type>Summary</type>
  <summaryOperation>sum</summaryOperation>
  <summarizedField>Order_Line_Item__c.Amount__c</summarizedField>
  <summaryForeignKey>Order_Line_Item__c.Order__c</summaryForeignKey>
  <!-- NO precision, scale, required, or length -->
</CustomField>

✅ CORRECT — Roll-Up Summary (COUNT operation):

<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
  <fullName>Line_Item_Count__c</fullName>
  <label>Line Item Count</label>
  <description>Count of related line items</description>
  <inlineHelpText>Automatically calculated from child records</inlineHelpText>
  <type>Summary</type>
  <summaryOperation>count</summaryOperation>
  <summaryForeignKey>Order_Line_Item__c.Order__c</summaryForeignKey>
  <!-- NO summarizedField needed for COUNT -->
  <!-- NO precision, scale, required, or length -->
</CustomField>

✅ CORRECT — Roll-Up Summary (MIN operation):

<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
  <fullName>Earliest_Due_Date__c</fullName>
  <label>Earliest Due Date</label>
  <description>Earliest due date among all line items</description>
  <inlineHelpText>Shows the soonest deadline</inlineHelpText>
  <type>Summary</type>
  <summaryOperation>min</summaryOperation>
  <summarizedField>Order_Line_Item__c.Due_Date__c</summarizedField>
  <summaryForeignKey>Order_Line_Item__c.Order__c</summaryForeignKey>
</CustomField>

✅ CORRECT — Roll-Up Summary (MAX operation):

<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
  <fullName>Highest_Price__c</fullName>
  <label>Highest Price</label>
  <description>Maximum unit price among all line items</description>
  <inlineHelpText>Shows the most expensive item</inlineHelpText>
  <type>Summary</type>
  <summaryOperation>max</summaryOperation>
  <summarizedField>Order_Line_Item__c.Unit_Price__c</summarizedField>
  <summaryForeignKey>Order_Line_Item__c.Order__c</summaryForeignKey>
</CustomField>

Roll-Up Summary Quick Reference

Operation	summarizedField Required?	Use Case
count	NO	Count number of child records
sum	YES	Add up numeric values
min	YES	Find smallest value
max	YES	Find largest value

Roll-Up Summary Prerequisites

• Roll-Up Summary fields can ONLY be created on the parent object in a Master-Detail relationship
• The child object MUST have a Master-Detail field pointing to this parent
• The summarized field must exist on the child object

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7. Formula Field Rules

Formula Result Types

A Formula is not a type itself. The <formula> tag is added to a field whose <type> is set to the result data type:

• Checkbox, Currency, Date, DateTime, Number, Percent, Text

Formula XML Generation Rules

• The contents of the <formula> tag MUST be wrapped in a <![CDATA[ ... ]]> section. This prevents the XML parser from interpreting formula operators (like &, <, >) as XML markup.
• If the formula text itself contains the literal sequence ]]>, escape it by breaking the CDATA block: e.g., <![CDATA[Text_Field__c & "]]]]><![CDATA[>"]]>
• NEVER use an attribute or tag named returnType. This does not exist in the Metadata API. The <type> tag defines the return data type of the formula result.

formulaTreatBlanksAs Rule

Decision Logic:

• IF formula result type = Number, Currency, or Percent → set <formulaTreatBlanksAs>BlankAsZero</formulaTreatBlanksAs>
• IF formula result type = Text, Date, or DateTime → set <formulaTreatBlanksAs>BlankAsBlank</formulaTreatBlanksAs>

❌ INCORRECT — Using Formula as type:

<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
  <fullName>Calculated_Value__c</fullName>
  <type>Formula</type>  <!-- WRONG: Formula is not a valid type -->
  <returnType>Number</returnType>  <!-- WRONG: returnType does not exist in Metadata API -->
  <formula>Field1__c + Field2__c</formula>  <!-- WRONG: Missing CDATA wrapper -->
</CustomField>

✅ CORRECT — Formula field:

<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
  <fullName>Calculated_Value__c</fullName>
  <label>Calculated Value</label>
  <description>Sum of Field1 and Field2</description>
  <type>Number</type>  <!-- Result type, not "Formula" -->
  <precision>18</precision>
  <scale>2</scale>
  <formula><![CDATA[Field1__c + Field2__c]]></formula>
  <formulaTreatBlanksAs>BlankAsZero</formulaTreatBlanksAs>
</CustomField>

Formula Field Dependencies

Formula fields that reference other fields will fail deployment if the referenced field does not exist or has not been deployed yet. Ensure all referenced fields are deployed before the formula field.

Specific Function Guidelines

Function	Rule
TEXT()	MUST NOT be used with Text fields. If the field is already Text, remove the TEXT() wrapper.
CASE()	Last parameter is always the default value. Total parameter count MUST be even (value-result pairs + default).
VALUE()	MUST only be used with Text fields. If a Number is passed as parameter, remove the VALUE() wrapper.
DAY()	MUST only be used with Date fields. If a DateTime field is used, convert it to Date first (e.g., DAY(DATEVALUE(DateTimeField__c))).
MONTH()	MUST only be used with Date fields. If a DateTime field is used, convert it to Date first (e.g., MONTH(DATEVALUE(DateTimeField__c))).
DATEVALUE()	MUST only be used with DateTime fields. If a Date field is used, remove the DATEVALUE() wrapper.
ISPICKVAL()	MUST be used when checking equality of a Picklist field. NEVER use == with Picklist fields.
ISCHANGED()	Use ISCHANGED() to check if a field value has changed. Do not manually compare with PRIORVALUE().

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8. Common Deployment Errors

Error Message	Cause	Fix
ConversionError: Invalid XML tags or unable to find matching parent xml file for CustomField	XML comments placed before the root <CustomField> element	Remove XML comments (<!-- ... -->) that appear before <CustomField> in the .field-meta.xml file
Field [FieldName] does not exist. Check spelling.	Referenced field does not exist or has not been deployed yet	Verify the referenced field exists and is deployed before this field
DUPLICATE_DEVELOPER_NAME	Field fullName already exists on the object	Use a unique business-driven name
MAX_RELATIONSHIPS_EXCEEDED	More than 2 Master-Detail or 15 Lookup fields on the object	Use Lookup for 3rd+ Master-Detail; review Lookup count
Reserved keyword error	Using Order__c, Group__c, etc.	Rename to Status_Order__c, etc.

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9. Verification Checklist

Before generating CustomField XML, verify:

Universal Checks

• Does <fullName> use valid format and end in __c?
• Are <description> and <inlineHelpText> both populated and meaningful?
• Is <label> in Title Case?
• Are there no XML comments (<!-- ... -->) before the root <CustomField> element? (Comments before the root element break SDR's parser)

Master-Detail Field Checks ⭐ CRITICAL

• Is <required> attribute ABSENT? (Master-Detail is always required)
• Is <deleteConstraint> attribute ABSENT? (Master-Detail always cascades)
• Is <lookupFilter> block ABSENT? (Only for Lookup fields)
• Is <relationshipOrder> set to 0 or 1?
• Is parent object's <sharingModel> set to ControlledByParent?

Lookup Field Checks

• Is <deleteConstraint> set to SetNull, Restrict, or Cascade?
• Is <relationshipName> in plural PascalCase?

Roll-Up Summary Field Checks ⭐ CRITICAL

• Is <precision> attribute ABSENT?
• Is <scale> attribute ABSENT?
• Is <summaryForeignKey> in format ChildObject__c.MasterDetailField__c?
• For SUM/MIN/MAX: Is <summarizedField> in format ChildObject__c.FieldName__c?
• For COUNT: Is <summarizedField> ABSENT?
• Does the child object have a Master-Detail field to this parent?

Formula Field Checks

• Is <type> set to result type (NOT "Formula")?
• Is <formula> content wrapped in <![CDATA[ ... ]]>?
• Is <returnType> attribute ABSENT? (does not exist in Metadata API)
• Is <formulaTreatBlanksAs> set to BlankAsZero for numeric results or BlankAsBlank for text/date results?
• Do all referenced fields exist and deploy before this field?

Numeric Field Checks

• Is scale ≤ precision?
• Is precision ≤ 18?

Text Area Checks

• For TextArea: Is <length>255</length> explicitly included?
• For LongTextArea/Html: Is <visibleLines> set?

Relationship Limit Checks

• Are there 2 or fewer Master-Detail relationships on the object?
• Are there 15 or fewer Lookup relationships on the object?

Naming Checks

• Is the API name free of reserved words (Order, Group, Select, etc.)?
• Is the API name unique on this object?