Salesforce Change and Release Management

Managing a large and complex Salesforce org can be challenging for administrators and development teams alike. Metazoa Snapshot was designed from the ground up to simplify the task of managing Salesforce metadata and code.

Managing Profiles and Permission Sets

Profiles and Permission Sets are core components of Salesforce security and access management. They define what users can see and do within the Salesforce platform, controlling data security, object accessibility, and overall functionality.

Use Cases for Change Impact Analysis

Managing a Salesforce Org is a complex endeavor that involves hundreds of metadata types, various profiles and permission sets, intricate sharing rules, and ever-evolving business requirements. When you need to modify one of these assets, you need to understand how it affects the broader system.

Discover and Remove Technical Debt

Salesforce orgs can become unmanageably complex over time. This complexity may stem from a variety of factors, such as corporate mergers and acquisitions, poor change and release management practices, failed or stalled development projects, and administrative turnover.

Salesforce DX and Developer Projects

One of the most versatile features in Metazoa Snapshot is the ability to work with Developer Projects. Much like a Metadata Snapshot, a Developer Project can store and manage metadata assets, but instead of being linked directly to a live Salesforce org, a Developer Project is associated with a local folder.

Apex Classes and Method Management

Apex Classes and Methods form the foundational layer of custom development on the Salesforce Platform. They provide the flexibility to create sophisticated business logic, automate workflows, and interact with data in ways that go beyond declarative tools.

Forbidden Secrets of the Metadata API

Salesforce’s Metadata API is a powerful resource that allows developers and system administrators to manage complex change and release processes across large organizations. I first began working with this API more than a decade ago when my Snapshot product was initially published. I really like the Metadata API, but anything this powerful is bound to have a few eccentric quirks and special use cases.

Using AI to Revolutionize Data Quality in Salesforce

Metazoa is a software company dedicated to publishing powerful Org Management applications within the Salesforce ecosystem. One of our flagship offerings, Snapshot, has traditionally focused on removing technical debt, generating compliance documentation, and optimizing security permissions. By leveraging Salesforce’s Metadata and Tooling API, Snapshot provides administrators with a deep view of their org’s complexity seamlessly.

Managing Salesforce Orgs with Artificial Intelligence

Intelligent Search expands your team with an AI-based thinking partner that knows your org’s data and configuration. Four key categories drive its capabilities: Data Records, Object Schema, Metadata Types, and Org Management. For example, you can select an Account, including Opportunities and Contacts, and ask for next steps to close deals or identify potential data issues. By leveraging these categories, Intelligent Search can pinpoint conflicts.

Embracing AI Features: The Time to Lean In Is Now

In today’s fast-paced digital landscape, artificial intelligence (AI) is the buzzword that has been dominating conversations across industries. From enhancing customer experiences to streamlining operations, AI offers a world of possibilities. However, many individuals and organizations are still hesitating to fully embrace AI features. In this blog, we’ll explore what’s holding people back, what system integrators (SIs) are waiting for, and why it’s crucial to lean into AI technology now rather than later.

🎉 Congratulations! 🎉

You’ve successfully completed the Metazoa Metadata Studio Certification Class. With the skills you’ve acquired, you’re now adept at harnessing the power of Metazoa’s Metadata Studio, seamlessly integrating artificial intelligence into Salesforce org management. You have earned you a certificate! Well done, and we wish you continued success in your future endeavors!