Configure Allowed Objects
Published on February 6, 2026 DRTE
Configure Allowed Objects in DRTE
DRTE requires explicit permission to query Salesforce objects for dynamic content. Follow this guide to add the objects your DRTE components need to the allowed list.
| Why this matters: Without adding an object to this list, DRTE components cannot query that object for dynamic data. |
Prerequisites
- Access to Setup in your Salesforce org (admin or equivalent permissions)
- The API name of each object you want DRTE to query
Where Allowed Objects Are Configured
Allowed objects are managed as records of the DRTE Allowed Object Custom Metadata Type.
Figure 1: DRTE Allowed Object configuration overview
Steps to Add Allowed Objects
Step 1: Open Custom Metadata Types. Navigate to Setup → Custom Metadata Types.
Step 2: Manage the records. Find "DRTE Allowed Object" and click Manage Records.
Figure 2: Manage Records for the DRTE Allowed Object Custom Metadata Type
Step 3: Create a new record. Click New to create a new record.
Step 4: Enter the Object API Name. Type the Object API Name (for example, Contract for a standard object), then save the record.
Example for managed package objects:
Figure 3: Example allowed object record for a managed package object
| Note: Without adding an object to this list, DRTE components cannot query that object for dynamic data. For managed package objects, use the full API name including the namespace prefix. |
Troubleshooting
- If a DRTE component returns no data, confirm the object has a record in DRTE Allowed Object.
- Check that the Object API Name is spelled exactly as it appears in Setup, including any namespace prefix and the __c suffix for custom objects.
Knowledge Article Number: KA-00082