Metazoa Blog

Dreamforce 2025 marked the dawn of the Agentic Enterprise, where AI agents act across data, workflows, and customer touchpoints. The conference underscored one critical message: AI success starts with clean, well-governed Salesforce orgs. Discover the top five lessons from Dreamforce 2025 and learn how Metazoa Snapshot helps companies modernize their orgs, strengthen governance, and prepare for the age of intelligent automation.

Metazoa helps life sciences companies move from Veeva to Salesforce Life Sciences Cloud with speed, compliance, and confidence.

Salesforce is betting big on Data Cloud and AI, but many orgs aren’t ready. Snapshot clears technical debt, fixes messy data, and prepares customers to adopt faster. For AEs, that means deals move forward instead of stalling.

With Snapshot’s local MCP server and an Intelligent Assistant like Claude Desktop, Salesforce Administrators can move from reactive maintenance to proactive strategy. The future of Salesforce org management isn’t more dashboards or spreadsheets. It’s a secure desktop environment where human expertise and AI insight work side by side — fast, safe, and deeply informed.

Metazoa Snapshot with Shell Assets is transforming how SIs approach Salesforce org splits, merges, and reboots. What once took large teams and months now takes days with lean crews. Snapshot eliminates metadata dependency issues, shortens timelines, and boosts margins—empowering smaller firms to compete with GSIs and deliver faster, cleaner transformations clients actually want.

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.

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.

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.

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.

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 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.

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.

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.

The Salesforce platform offers an astonishing range of tools and technologies for creating modern cloud-based applications. With countless APIs, Apex for custom business logic, and a sophisticated cloud database, both developers and admins can build and customize solutions in powerful ways. Yet beneath these modern conveniences, the platform also carries several historical design decisions—haunted relics from the days when Salesforce first began.

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

Permission Set Groups, arriving in the Spring 48.0 release, offer a powerful solution. They allow you to bundle multiple Permission Sets under a single descriptive name and assign that group to Users. In effect, Permission Set Groups bridge the gap between monolithic Profiles and highly granular Permission Sets. With Permission Set Groups, Admins can handle these large, complex Orgs more effectively, simplifying security and

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

In a recent interview, Marc Benioff, the CEO of Salesforce, highlighted the profound impact of AI adoption in transforming businesses across diverse industries. He underscored the critical role of data in driving AI implementation, emphasizing that harnessing AI’s full potential requires a robust foundation of organized and optimized data within an organization’s Salesforce instance.

Salesforce administrators play a pivotal role in any organization’s success. They are the backbone of efficient CRM management. In this blog, we’ll explore how Salesforce admins can advance their careers by being more efficient, cost-effective, and forward-thinking. We’ll also delve into how Metazoa, with its cutting-edge AI features, can help you achieve that.

In the rapidly advancing realm of Salesforce administration, the adoption of AI technologies has become a pivotal trend. AI tools offer the promise of increased efficiency, better decision-making, and the automation of routine tasks. Yet, before fully immersing your organization in the world of AI, it is vital to take a pause and ensure that your

In the ever-evolving world of Salesforce administration and consulting, staying ahead of the curve is paramount. Metazoa Snapshot has emerged as a powerful tool for Salesforce administrators and consultants, offering a suite of AI-driven features that can significantly impact your Return on Investment (ROI).

In today’s dynamic business landscape, Salesforce has evolved into a powerhouse CRM platform that provides unmatched flexibility and customization. While this adaptability is a tremendous asset, it also brings about a significant challenge: complexity.

In recent years, Artificial Intelligence (AI) has been making waves across various industries, and Salesforce is no exception. With the integration of AI into Salesforce environments, some administrators have expressed concerns about their job security.