Kansas City User Group

Join us for the June virtual KC Community Group meeting, featuring Terry Miller from Des Moines with "Using Stories to Influence Others", and Tom Appleton from Metazoa with "How to optimize Profiles and Tackle Technical Debt"!


Register here

Virtual Dreamin'

Join Metazoa at the very first Salesforce Virtual event on May 16th and 17th!

Register here: https://bit.ly/344JOEk

Monarch Webinar

Join the team at Metazoa for our announcement of Monarch, the relational data migration tool that simplifies the process of moving large datasets between Salesforce Orgs. Monarch gives you all the power needed for strategic data migration while greatly reducing both the complexity and post-migration steps found with other solutions. In this webinar, we will show you how you can use Monarch to:

- Migrate data while maintaining complex relationships across objects and in-object parent-child relationships

- Scramble fields to protect sensitive data

- Re-map fields and objects to assist with Org merges

- Rapidly move data using templates for Salesforce CPQ, Field Service Lightning, FinancialForce, ServiceMax, Health Cloud, Financial Services Cloud, Government Cloud, and more!

As part of our efforts to help our community adjust to work during these unique circumstances, we are making Monarch free to use until May 31st with absolutely no obligation. Our team will also provide personalized training and support to help you get up and running quickly and assist with all of your Salesforce data migration needs.
Get it now from the Salesforce AppExchange: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMWC1UAP

Apr 8, 2020 01:00 PM in Eastern Time (US and Canada)

Register here: https://zoom.us/webinar/register/WN_uohgy2-RRrWhfNAuC5kTMQ

Webinar logo

Southeast Dreamin

Join us on March 26th and 27th in Atlanta GA at the Atlanta Marriott Buckhead! We will have a booth and we will be doing the demo jam!

To register, go to: https://www.southeastdreamin.com/registertoday/

See you in Atlanta!

Managing Profiles and Permission Sets

Profiles and Permission Sets must be managed carefully in order to maintain Org security and ensure that Users can do their job effectively. Salesforce is introducing exciting new technology in the Spring '20 release that will revolutionize how an Admin can organize the permissions in their Org. Permission Set Groups promises to reduce the dependence on Profiles and provide greater clarity and agility for all permission assignments.

Join Metazoa CTO Bill Appleton to explore the best practices for managing Profiles, adopting Permission Set Groups, and leveraging new Snapshot capabilities for improved security and compliance.
In this webinar, we will discuss:

• The transition from Profiles to Permission Sets to Permission Set Groups
• Reporting on Profiles and Permission Sets for security and compliance
• Tackling the Sparse Profile problem with new deployment capabilities
• Using Snapshot for bulk editing Profiles and Permission Sets
• New tools for managing Permission Set Assignments and Merging Profiles

Webinar info (Do to overwhelming interest, we have added another date.  Register quickly to secure your spot)

Wednesday February 12 10:00 a.m. Pacific - Register here
  <-----------  WEBINAR FULL

Thursday February 13th 10:00 a.m. Pacific - Register here

*We will be sending out a recording of this webinar but you will need to be registered to receive it

Karaoke for a Cause

PepUpTech is back for the third year in a row with Karaoke for a Cause and Metazoa is sponsoring! Join us on Monday, November 18th, 2019 at 7:30pm at Pandora Karaoke (please note this is a new venue location at 50 Mason Street in San Francisco).

Come out and meet PepUP Tech supporter Bret Taylor. Bret Taylor is the President and CPO at Salesforce.com and co-Founder of Quip. Bret was also co-creator of Google Maps, CTO of Facebook, and is responsible for Facebook’s “like” button.

Your ticket purchase includes drinks, food, amazing company, lots of fun and will help PepUp Tech support tech training programs for underrepresented children and adults across the United States. Help us make a difference and have fun while doing it!

Get tickets before they sell out!

Dreamforce 2019


We are looking forward to attending Dreamforce this year!

Meet us in the Trailhead area where we will tell you why we are the #1 Salesforce Org Management solution! Get this adorable, coveted, Woolly Plushie when you get a demo!

Come see us, learn more about Snapshot!

Our talks and panels:

How entrepreneurs find success on the AppExchange

Forbidden Secrets of the Metadata API

Optimizing Your AppExchange Leads for Partner Success

Org Based Vs. Source Based Release Management and Software Development

Profile and Permission Set Management​

Philly User Group


We have a special night planned this month. We will have presos on SFDX, emerging technologies, and the generous folks from Metazoa will raffle off a an Apple Watch 4!

We'll kick off our night off with a Lightning Talk by Bill Kuehler on how he uses less tools and saves hours every week with SFDX.

Next, Vice President of Strategic Research, Peter Coffee will speak to the User Group on when "emerging" becomes "everyday". He'll bring his perspective of Salesforce Strategic Research to the question, "What happens when the 'emerging technologies' of the much-discussed 'fourth industrial revolution' stop enjoying the small scale and low expectations of laboratory demos and pilot projects: when they have to scale to production capacity, endure for enterprise application cycle times, and stand up to the scrutiny that comes with holding real people's data and changing (or even running) their lives?"

Lastly, the generous folks from Metazoa will do a demo of Snapshot, the leading tool for Salesforce org management. Snapshot provides highly visual tools to deploy metadata assets from a sandbox or Salesforce DX project to a production account. Over 40 comprehensive reports document every aspect of your Salesforce account: unused assets, complex relationships, disaster recovery, data security, and corporate compliance. A real lifesaver in for any Salesforce Admin!


6:00 pm - 6:30 pm - Pizza and networking
6:30 pm - 6:45 pm - Bill Kuehler
6:45 pm - 7:30 pm - Peter Coffee
7:30 pm - 7:45 pm Raffle and short presentation by Metazoa. Bring your business cards to win!



New Snapshot Features Webinar

At Metazoa, we are always striving to enhance Snapshot with new features and capabilities requested by our customers. Please join us for our Summer release webinar where we will highlight some of the powerful new capabilities we have added to Snapshot and show you why it is the only end-to-end Org management solution for Salesforce. Some of the new features we will be highlighting include:

Snapshot permissions: Enforce permissions on a user by Org or Enterprise wide basis as configured by the super admin.

Apex Code quality gateway: Code Quality Gateway to evaluate and measure the quality of Apex and Lightning code before allowing production deployment.

Collaborative snapshots and workspaces: Share metadata backups and deployments pipelines across the enterprise as designed by the super admin.

Improved DX support: Full support for creating unlocked packages using DX.

Enhanced Data Dictionary: Display metadata and data usage in a single view.

Streamlined Profiles and Permission Set comparison view: Visualize  and export differences at a high-level or in drill down mode.

Enhanced Deploy Assets view:  Quickly find/ select/ show/ hide assets via filter.

Webinar Information:

When: June 5th at 1 PM EST (10 AM PST)



TrailheaDX 19

We are a Summit Sponsor at TrailheaDX and have 3 talks and a Demo Jam.  Come see us at all events and stop by our booth:

Forbidden Secrets of the Metadata APIWednesday, May 29, 2:00 PM - 2:20 PM - Moscone West, Dockside Theater

Become a Release and Org Management Pro -  Thursday, May 30, 10:30 AM - 10:50 AM - Moscone West, AppExchange Vista

Org Cleanup and Optimization for Awesome Admins Thursday, May 30, 11:30 AM - 11:50 AM - Moscone West, Dockside Theater

Demo Jam - May 30, 2:00 in the AppExchange Theater

Register here: