What is Salesforce Org Management, Anyway?

At Metazoa we talk a lot about Salesforce org management and how tools like Metazoa Snapshot make life easier for Salesforce professionals. However, for those just getting started on their Salesforce journey, there is often confusion as to what org management really is. Luckily, we have the answer for you!

First, it’s essential to know what a Salesforce org is. An org is simply your specific organization’s data and metadata that resides on a Salesforce instance – also known as a server. Your org (or orgs) can share the same instance as hundreds of other orgs, but they don’t share your organization’s data. The good news is Salesforce does an amazing job of keeping all that data separate and secure.

One of the key benefits of this “cloud stack” methodology is that multiple environments within Salesforce are much easier to manage, maintain and secure. This is a big reason Salesforce has seamless upgrades, no scaling and standardized components/applications. This allows customers to focus on their orgs without the worry of everything else. If you’ve ever witnessed the development of cloud applications from scratch, you’ll understand and appreciate the beauty of this system.

Now that you know what an org is, the next thing you need to understand is your organization’s Salesforcean org strategy. In other words, how many different Salesforce orgs do you have in your company? Most organizations use either a single org or multi-org strategy. The bigger the business, the more complex this becomes.

As the name implies, a single org strategy is simply putting all your data, processes and business functionality in one Salesforce org. A few of the big advantages to this strategy are cross-business unit collaboration, shared solutions for common business processes and the ability to share data where appropriate. From a technology standpoint, integration with other systems is much easier to accomplish with a single org strategy. However, Snapshot, takes much of the pain out of multi-org strategies.

The downside to a single org strategy is that org complexity can become a barrier to progress. Because you’re managing many lines of business with different data visibility requirements, org-wide settings like security and sharing could become difficult to govern and manage. Also, time to market and the ability to innovate quickly could be impacted by a number of teams rolling out new functionality concurrently. And there is a greater potential to hit specific org limits, such as the number of custom tabs, objects, and lines of code.

Given these obstacles, you may think that a multi-org strategy is a “no-brainer” for your company. That’s because there are some great advantages for a multi-org strategy, including the fact that org-wide settings are easier to govern and manage, and there is less chance of exceeding org limits. The most important advantage to having a multi-org strategy is improved time to market and freedom to innovate and agility.

However, there are some downsides… Multi-org strategies with no strategic vision can result in a lack of collaboration, major reporting and integration issues, and a ton of technical debt. It is also harder to define global processes because those processes are distributed across separate orgs. Data architecture/management also becomes more complicated. And the total cost of ownership increases with a multi-org strategy.

Now that we have the basics covered, it’s time to talk org management.

Let’s face it, even the most seasoned Salesforce admins can use a little help Keeping their orgs neat, organized and healthy. While there are many components to a healthy org, it all boils down to four key factors: data security, data quality, streamlined processes, and automation. And to help you better manage your orgs, the following are some helpful tips in each of these categories.

Improve Data Security

Data breaches are an unfortunate reality for most businesses. And proper org management is key to data security. You can build up your security by:

  • Limiting permissions: Give your users only the permissions they need to do their jobs. This principle means fewer points of access to your most sensitive data. Snapshot has built-in features that automate this process for you.
  • Get rid of technical debt: Technical debt refers to bad metadata. While a small amount of technical debt is normal, a Salesforce org that contains too much of it can become increasingly vulnerable and more expensive to maintain over time. Tools like Snapshot help you get a grip on technical debt.
  • Educating your users: Users are the primary target of malware and phishing. Ensure that your users are aware of risks and understand how to mitigate them.

Monitor and Manage Data Quality

Maintaining quality data is one of the top concerns for most administrators. The more data you have, the more likely you are to encounter duplicates, faulty information or missing pieces. Data quality issues can be the result of user error, the absence of preventative safeguards or a lack of data hygiene. Help your data quality by:

  • Better understanding your data: You can’t identify bad data if you don’t know what it looks like. Salesforce orgs run much better when data is accurate, complete, and consistent. Snapshot provides visualization tools that help you automatically identify and resolve data issues.
  • Training users: Once you understand what your data should look like, standardize the process for all users.
  • Deploying Snapshot: There are roughly 250 metadata types in Salesforce. Snapshot removes the “hide and seek” approach to monitoring and managing org data.

Streamline Processes

 Once you’ve cleaned up your data, you can start working on getting your orgs to work exactly how you want them to. A streamlined org means every user has the tools that they need to do their job and every admin understands how to maintain and support those tools. You can do this by:

  • Making it easy to enter information: This is why training users and standardizing processes are so very important.
  • Making it easy to find information: If you have a lot of data in your org, it can quickly become difficult to navigate. Mitigate this problem by building in simplifying tools like Snapshot.
  • Communicating with users: It is important to understand exactly what your end users need from their orgs.

Automate!

 Going through repetitive, manual tasks is far too time-consuming. Instead, you can create automated processes. The key to this is:

  • Understanding what to automate: The best candidates for automation are tasks that are repetitive, have consistent parameters and are applicable to multiple users.
  • Creating processes: Once you’ve identified what you’d like to automate, map the process from start to finish to understand how each step can be handled with an automation tool like Snapshot.
  • Using Snapshot: Metazoa Snapshot was the first org management solution designed specifically forSalesforce and was one of the first App’s offered on the Salesforce App Exchange. Over the years, Metazoa Snapshot has grown into the industry’s most comprehensive toolset for org management, relational data migration, org documentation, technical debt removal, and profile and permission set management.


You’re a Salesforce #AwesomeAdmin, Why Don't you Know About Metazoa Snapshot?

As an #AwesomeAdmin you already know that Salesforce is an incredibly powerful tool that helps businesses of all sizes manage hundreds of mission-critical processes. Because of its complexity, however, there are often challenges when it comes to Salesforce org management and maintenance. In any given day there are limitless factors that a Salesforce Admin has to contend with in order to manage a Salesforce org effectively. But if you’re doing all of this work using manual processes you are doing yourself a disservice.

That’s why we created Metazoa Snapshot, the first org management solution designed specifically for Salesforce. Over the years, Snapshot has grown into the industry’s most comprehensive toolset for org management, relational data migration, org documentation, technical debt removal, and profile and permission set management. And to make things even better, we recently introduced Smart Deploy functionality that automates hundreds of Salesforce org management tasks. With the introduction of Smart Deploy, busy administrators can now see problems when they occur and instantly launch deployment tools to resolve those issues automatically. 

According to Dale Zeigler, Salesforce Consultant & MVP, “Snapshot has saved me hours just on time spent to capture an org snapshot compared to other tools. Other tools I use have been clunky and incredibly vulnerable to crashing or timing out. Snapshot works flawlessly, regardless of the size of the org.”

Some of Snapshot’s key features and benefits include:

  • Technical debt removal: Automatically helps you get unruly, unkempt metadata under control. 
  • Security and Compliance: Over 40 reports that help ensure security and compliance. 
  • Change and Release Management: Powerful tools that help Salesforce Administrators manage the change and release process
  • User Stories: Gives Salesforce administrators a window into org sprints, enabling them to manage metadata conflicts without the need for software developers.
  • Continuous Integration: Connect and synchronize any Salesforce Org, content repository, or project folder. Integrations are triggered by metadata differences or recent deployments. 
  • Salesforce DX: We’ve aligned Snapshot with the Salesforce modern developer experience, making it easy to populate projects, connect Dev Hubs, create Scratch Orgs, push and pull source, and edit asset files. 
  • Metadata Deployments: Manage large migrations with difference reports, Apex tests, XML transformations, missing reference removal, and automatic roll-back.
  • Visual Desktops: Drag and drop deployment pipelines, Right-click to schedule backups, deploy metadata, export reports, and even share custom desktops.
  • Workflow Automation: Any report, backup, or deployment can be scheduled as a one-time or recurring event.

“We use Snapshot nearly every day to move configurations across orgs,” says Propel PLM Director of Professional Services September Higham. “We use Snapshot to move custom objects, custom fields, page layouts, email templates, process builders, and much more. We have saved literally tens of thousands of dollars in consultant time since we purchased Snapshot. Our ROI is huge. I highly recommend this app!”

With Snapshot, you can forget about code. This powerful platform helps Salesforce professionals conquer complex orgs with easy to use, drag and drop tools. And with its new Smart Deploy functionality, Snapshot now offers:

  • Field Usage Report Automation: This report analyzes selected objects and generates comprehensive information on usage for each field. The number of empty values, the number of distinct values, the field creation and modification dates, and all compliance information is displayed. With Smart Deploy, users can automatically delete or deploy these objects.
  • Forgotten Assets Report: This report allows users to select dozens of metadata types to discover which ones are inactive, disconnected, no longer in use, or not properly configured. Smart Deploy lets users delete or deploy assets at the push of a button. 
  • View Profiles and Permission Sets: The view profiles and permission sets interface has powerful tools that enable the bulk editing of profiles and permission sets. Users can edit the permissions for Apex class accesses, Apex page accesses, application visibility, custom metadata, external data sources, field permissions, flow accesses, layout assignments, object permissions, record type visibility, tab visibility, user permissions and custom permissions. With Smart Deploy, users can instantly deploy these changes. 

“Snapshot provides tremendous value in managing our Salesforce customization. The ability to promote changes of both custom and standard objects from sandbox to our production environment is simply invaluable,” added CRM Administrator Patrick Schiffli.

With Snapshot, it has never been easier to manage the change and release process, visualize and reduce complexity, improve security and compliance, and lower the total cost of org ownership. You are already and #AwesomeAdmin, but we are here to make you even better. It’s what we do!


The Quarterly Snapshot #5

Newsletter – Issue 5- January 2021

To say that 2020 was a crazy year is an understatement, but we made it to 2021! And for that, we are all very thankful.

But 2020 wasn’t all bad…. As the world continued to grapple with COVID and social justice issues, the team at Metazoa stayed the course and finished work on several major initiatives. Not only did we launch a new turn-key service offering for things like technical debt removal and Org clones, splits and merges, we also introduced some new feature-sets for Snapshot as well – including User Connection Cleanup and User Stories.

And if that wasn’t enough, we also introduced our very own certification program. Salesforce Admins and other professionals can now become Snapshot Certified! It is the only certification program designed specifically for Salesforce professionals that want to master skills related to Org management, technical debt removal and more. BitRebels featured the program as one of the three must-have certifications for Salesforce Admins.
Despite all this activity, however, we were still able to connect with all our friends, old and new, during DreamTX. It was a warm reminder of everything we love about the Salesforce ecosystem and Dreamforce, which we know will be back bigger and better next year. I would love to hear from you if you are planning to attend? It’s never too early to plan ahead!

Connections are important, and as we head into a new year with renewed optimism, I want to share just how thankful all of us at Metazoa are for you. Without our customers, and our Salesforce friends and family, we wouldn’t have been able to create all the wonderful things I have mentioned in this note. We are thankful for that work, and we hope that we can all thrive in this new year.

However, as 2021 gets underway, let’s not forget the lessons of 2020. We are all in this world together, so let’s be kind to one another and do our best to help those less fortunate. Technology is a great way to empower those that are underserved, and that’s why our leadership is taking an active role in Pep-Up Tech, both through mentorship and sponsorship. We hope you will consider joining too!

Another great cause is Project Night Night. We recently sponsored the Virtual Dreamforce Newbie Breakfast, which supports this is a great cause. Like Pep-Up Tech, Project Night Night is well worth supporting.

Wishing all the best to you and yours!

Metazoa CEO and Co-Founder

Upcoming Events

Metazoa Live presents The Reset Button!

The Reset Button is a monthly, 45-minute virtual fireside chat that offers an informative, opinionated, and often provocative look at life under the glass ceiling. Each episode features change-makers and status quo-shakers as they offer fellow Salesforce aficionados insights from their personal experience on how to get ahead, and stay motivated and energized as we move society forward.

Join us each month as we grow our community of ecosystem innovators focused on building inclusive environments that embrace diversity, foster opportunity, and make this world of ours a better place.

The Reset Button is presented in a fun, conversational manner. No slide decks, no filters and anything goes… Well, almost anything!

Don’t miss an episode! Prizes will be given to the first 10 that join live!

Sessions:

January 26thBreaking Down Barriers, Finding Success as an Entrepreneur with Jennifer Mercer, Metazoa CEO, and co-founder

March 2ndUntold Stories no Longer Untold with Deepa Patel and Eric Dreshfield

March 30thHow to Take Your Admin Career to the Next Level with Emma B.F.

April 26thHow to Build Your Brand Virtually with Karen Mangia

Learn more about The Reset Button

Past Events

Aug 13thDes Moines, IA User Group, Managing Profiles and Permission Sets with Tom Appleton
Aug 18th – Birmingham Alabama Admin User Group
September 9-10thSAAS NORTH Conference, Case Study: Two Founders who Bootstrapped with Revenue Financing as an alternative to VC, with Jennifer Mercer. 
September 10thEvansville, IN Admin User Group
September 10th – Philly User Group
September 14th – Northeast Dreamin
September 16th – Greenwood Village, CO User Group
September 24th – Salesforce Developer Group, Omaha
September 30th – Oct 1st  – Ascent Conference Ascent Conference: The Benefits of Bootstrapping with Jennifer Mercer (*)
October 19th – Salesforce Developer Group, Oklahoma City
October 27thSalesforce Shared Discovery Webinar Series: Demand Generation for AppExchange Partners
November 10thSalesforce Princeton Women in Tech Group
November 18thAustin, TX Developer Group Passcode: V%q9LVL3

VIP Spotlight

With all that’s going on, we felt it necessary to bring you a special edition of our VIP Spotlight, which focuses on two incredible individuals who are working to facilitate meaningful conversations about social justice issues within corporate America through their new podcast “Untold Stories – No Longer Untold.”

We first met show hosts Deepa Patel and Eric Dreshfield the way all good Salesforce professionals meet, through the Salesforce ecosystem. Deepa is a Metazoa VIP, and is a consultant that utilizes Metazoa Snapshot for her clients. Eric is an all-around Salesforce mover and shaker, whose initiatives Metazoa helps sponsor.

Meet Deepa Patel and
Eric Dreshfield

We recently sat down with Deepa and Eric to learn more about their stories, their new podcast and what prompted them to take up the fight for social justice, giving a voice to those who do not always have one.

Read our blog to learn more about these two and their amazing endeavor.

Learn more about our VIP’s

Get Snapshot Certified

If you haven’t heard the news already, you’ll be excited to know that we’ve recently launched our very own certification program for Salesforce professionals looking to master Metazoa Snapshot. The new Snapshot Certification program is a three-part virtual course designed to teach participants how to better manage Salesforce orgs with Metazoa Snapshot. By completing the certification program, professionals have a way to showcase that they understand how to execute some of the more complex aspects of org management and maintenance.

The certification program is FREE for Metazoa VIPs and Metazoa Snapshot customers and is being offered to all others for $150 per participant for a limited time. The standard rate of $200 per participant will soon apply.
Don’t miss your chance to become Metazoa Snapshot certified, register today!

Get Certified

New and Improved Features

User Stories – Role-based DevOps process:

  • Define sprints and associated user stories
  • Assign user stories to designated users to implement new and improved features
  • Associate Salesforce metadata to user stories to track conflicts
  • Resolve conflicts across orgs manually or automatically
  • Define pre and post deployment tasks to handle manual tasks
  • Deploy and track changes across org using a single pane of glass reporting through Salesforce reports and dashboards

Append Snapshot to patch a snapshot instead of creating a brand new snapshot

Instead of creating a new snapshot (aka metadata backup) when an asset has been added/ updated to an Org, you can simply use the Append Snapshot to update an existing snapshot to move fast and continue on with your release.

Improved reporting to rollback User Connection Cleanup changes

User Connection Cleanup and Merge Profiles make direct changes to the designated Org utilizing the REST API instead of the two-stage validate/ deploy process utilized for other metadata. To provide disaster recovery and rollback capabilities, you can document changes as they are being made to the Org through this change.

Expanded coverage of standard Tabs during metadata capture

Improved Flows metadata capture to deploy either active or latest version as defined by the user

Estimation of data sizes to accommodate Developer and Developer Pro Orgs during data migration

Given the limited Org sizes in Developer and Developer Pro Orgs, there was a popular request to estimate the data sizes and potentially modify before building the data. You demanded, and we delivered. You can estimate the data sizes, filter Parent objects, limit the child Objects, and comfortably stay within the preferred limits using this change. Use the Estimate Dataset Size to run the estimation in the Select Children tab of the Build Datasets.

Coming Soon

  1. Major UI refresh to match Lightning
  2. Salesforce Metadata API V50 upgrade
  3. Customer360 integration
  4. Sharing Rules documentation

Did You Know?

Snapshot has so many amazing features that we wanted to make sure you know about some of our fan favorites, so each quarter, we will highlight one or two features in the “Did you Know” section of our newsletter.

Did you know about Documenting Role Hierarchy?

Snapshot provides various Profiles and Permission Set focused documentation. Through these reports, you can document how your metadata is secured in an expeditious and optimized fashion. But, what about your data security? Snapshot has you covered there as
well. Check out the Relationship Hierarchies report. To start with, you can view and edit your Role hierarchy in a Tree View or a List View. And I did say documentation, didn’t I? So, mosey over to Select Reports… Check out the Roles and User Count to see User counts assigned to various Roles. Or the Roles and User Names if you want to get the actual users assigned to them.

While you are at this, check with your favorite Support rep about the Sharing Rules documentation to trial run that as well.


Get Snapshot Certified!

If you haven’t heard the news already, you’ll be excited to know that we’ve recently launched our very own certification program for Salesforce professionals looking to master Metazoa Snapshot. The new Snapshot Certification program is a three-part virtual course designed to teach participants how to better manage Salesforce orgs with Metazoa Snapshot. By completing the certification program, professionals have a way to showcase that they understand how to execute some of the more complex aspects of org management and maintenance.  

The Snapshot Certification program is 100% online, and can be taken at a pace that is convenient for each participant. Badges are given upon completion of each part, which includes Snapshot Basics, Org Cleanup and Optimization, and Security and Deployment. Those that master the final with an 80% or higher receive their certification. Participants can take the final as many times as needed, without extra cost. 

The certification program is FREE for Metazoa VIPs and Metazoa Snapshot customers, and is being offered to all others for $150 per participant for a limited time. The standard rate of $200 per participant will soon apply, but there will be a possible discount of $50 for participants that share their badges and certificate on social media.   

Don’t miss your chance to become Metazoa Snapshot certified, register HERE today!.


Metazoa Announces Certification Program for Salesforce Professionals Looking to Master Metazoa Snapshot

Metazoa’s Snapshot certification program empowers Salesforce Administrators and other professionals with the skills and tools needed to manage complex orgs  

SAN FRANCISCO, CA – December 10, 2020Metazoa, developers of the Salesforce ecosystem’s top software toolset for org management, today announced the launch of a certification program designed for Salesforce professionals looking to master Metazoa Snapshot. Metazoa’s new Snapshot Certification program is a three-part virtual course designed to empower Salesforce professionals with the skills needed to manage complex Salesforce orgs, while teaching them how to best utilize the leading org management application Metazoa Snapshot.

“We are excited about the launch of our new Snapshot Certification program,” said Metazoa CEO Jennifer Mercer. “Not only are we investing back into the Salesforce ecosystem with enhanced education and training, we are giving current and aspiring Salesforce administrators a way to showcase that they understand how to execute some of the more complex aspects of org management and maintenance with Metazoa Snapshot. We feel that the program will help elevate the role of Salesforce administrator significantly.” 

Metazoa is known for its best-in-class tools and services for Salesforce org management, and the company is combining these tools with its in-house expertise to give Salesforce professionals a career boosting certification program that makes them more competitive in the marketplace. Metazoa’s vast experience in the field ensures that professionals will come away from the program with a mastery of enterprise scale org management, including an ability to manage the change and release process, migrate large datasets between orgs, visualize and reduce org complexity, improve security and compliance, and lower the total cost of org management while utilizing Metazoa Snapshot.

Metazoa’s Snapshot Certification is a virtual program, conducted in three parts; Snapshot Basics, Org Cleanup and Optimization, and Security and Deployment. Upon completion of each phase participants will be awarded a badge, and those that complete the final with an 80% or higher will receive their certification. Participants can take the final as many times as needed, without extra cost. The certification program is being introduced at $150 per participant for a limited time, and then will be offered at the standard rate of $200 per participant moving forward – with a possible discount of $50 for participants that share their badges and certificate on social media.   

“Salesforce administrators are the key to problem free, complex Salesforce org management,” said Jill Hourani, VP, Marketing and Customer Success at Metazoa. “However, beyond traditional certifications, there are limited opportunities for them to continue their professional development. That’s why we created Snapshot Certification, so Salesforce administrators can further transform their careers, increase responsibility and enhance earning potential.”

Those interested in Metazoa’s Snapshot Certification are encouraged to register HERE

Created in 2006, Metazoa Snapshot was the first org management solution designed specifically for Salesforce, and was one of the first App’s offered on the Salesforce AppExchange. Over the years, Metazoa Snapshot has grown into the industry’s most comprehensive toolset for org management, relational data migration, org documentation, technical debt removal, and profile and permission set management. In addition, the same team that created Metazoa Snapshot now offers turn-key services for customers with complex Salesforce needs.

To learn more about Metazoa’s, visit Metazoa.com.  

About Metazoa

Located in Silicon Valley, California, Metazoa was founded in 2018 by key members of DreamFactory Software, the original developer of Snapshot. Metazoa is dedicated to building, marketing, supporting, and selling Services for Salesforce and Metazoa Snapshot, the world’s finest change- and release-management application for Salesforce administrators. Services for Salesforce and Metazoa Snapshot combine to form the ultimate solution for Salesforce org cleanup, reporting, auditing, comparison, and lifecycle management. Specialties include org management, release management, metadata migration from sandbox to production, reporting on compliance and security, and technical debt removal. For more information, visit http://www.metazoa.com.


The Quarterly Snapshot #4

Newsletter – Issue 4 – August 2020

Phew… What. A. Year.

A lot has happened since our last newsletter. An international pandemic, global protests over racial injustice, murder hornets— and it’s only August. As much as some part of us wants to go back to normal (when did kids jumping on the couch behind us on Zoom stop being funny?), we prefer to look at the positives. Perhaps nobody put it better than Leslie Dwight in her poem that went viral last month:

“What if 2020 is the year we’ve been waiting for? ⁣A year so uncomfortable, so painful, so scary, so raw — that it finally forces us to grow,” the poem reads. “⁣A year that screams so loud, finally awakening us from our ignorant slumber.⁣ A year we finally accept the need for change.⁣ Declare change. Work for change. Become the change. […] 2020 isn’t cancelled, but rather the most important year of them all.”

So while we do miss our in-person office shenanigans, we don’t want to go back to normal. Because normal wasn’t working.

We have started long overdue conversations about how we as a company can better support our BIPOC clients and their allies. In order to address the inequalities in our own ecosystem, Metazoa is sponsoring a podcast that will allow for professionals to anonymously come forward and talk about their experiences with discrimination in the workplace.

In addition, our leadership is also taking an active role in Pep-Up Tech, both through mentorship and sponsorship. We will continue to support them as we look to expand our philanthropic efforts to empower BIPOC communities.

Of course, this is only the beginning. We will continue to educate ourselves on the inequalities and injustices people face every day, and we will strive to do better by them.

I hope you will join us in radically changing our community for the better. Let 2020 be the year you dare to change the world.

Jennifer Mercer- CEO

Upcoming Events

We are really excited to be involved in these upcoming events! Click on the links below to register for each!

Aug 13thDes Moines Admin User Group

Aug 18thBirmingham Alabama Admin User Group

Aug 20thEvansville, IN Admin User Group

September 8th – Philly User Group

September 9th10th SaaS North

September 14thNortheast Dreamin

September 30thOct 1stAscent Conference

Past Events

We have been heavily involved in virtual events. Although we miss everyone’s faces, it’s really nice to take part in events that have worldwide participation. Here are some to highlight:

May 5th – TIMIA Capital WebinarBuilding your SaaS on Customer Cash with Jennifer Mercer

May 16th & 17th – Virtual DreaminPanel Session – Cutting Costs without Compromising Quality, Productivity, and Security with Jennifer Mercer, Leyna Hoffer, September Higham and panel moderator, Jill Hourani

May 20th – Indianapolis User group – Optimize Profiles and Tackle Technical Debt with Tom Appleton

June 15th – TrailheaDX Panel SessionAsk the Experts: How to be Successful with AppExchange with Jennifer Mercer

June 18th – Kansas City User GroupOptimize Profiles and Tackle Technical Debt with Tom Appleton

June 19th – AppXchange HourUse Case: How our Customer uses Snapshot to Manage Profiles and Permission Sets with Tom Appleton.

July 30thXplenty panel session with Bill Appleton

VIP Spotlight

Meet our VIP and friend, Shonnah Hughes. Besides being a Global Product Growth & Innovation Evangelist for GetFeedback, she is a Salesforce MVP, Salesforce Lightning Champion, Salesforce Trailblazers for the Future and Equality Award Winner. She has even signed the White House workforce pledge with Marc Benioff.

If you ask Shonnah Hughes for one interesting fact about her, she has a long list ready to go.

Meet Shonnah Hughes

She could tell you about her corn detasseling job when she was 13, or that her dream job is to be a fashion designer. She could talk about how one of her art pieces is a fixture in the community where she grew up, or about the time she was struck by lightning. But if you really want to know what makes Hughes unique, you have to go back to her roots in Minnesota.

Learn more about Shonnah

Check out this Amazing New Feature!

User Connection Cleanup

Did you know that Inactive Users can still be connected to many important systems in your Salesforce Org? Now Snapshot’s new report, User Connection Cleanup, shows over 50 places that inactive users can be hiding. You can also clean up your Inactive Users with ease! The cleanup operation will replace inactive User Names, User Ids, and User Emails with an Active User that you select.

More New Features you Should Know About

At Metazoa, we are always striving to enhance Snapshot with new features and capabilities requested by our customers. Here are some recent new features and feature enhancements that you will love.

Major enhancement to assist large Orgs:

  • Better asset grouping (chunking) capability to capture metadata for large Orgs
  • Continuous Integration features expanded to automatically detect and use asset groups.
  • Search Palette includes standard fields used across the Org
  • Fuzzy search to include format variations for standard and custom fields
  • Increased search formatting with sorting options to view and export search results
  • Export to Excel with enhanced worksheets management to suit metadata analysis requirements
  • Rewrote Apex Code Coverage and Apex Code Quality reports to handle large code deployments

Expanded Profile capture to include standard and undiscovered objects

Enhanced Profile merge to handle unknown permissions

Better deployment for Flows to handle latest and active versions

Multi-level Controlling vs Dependent fields to identify hierarchical fields and uncontrolled values

Renewed focus on Git flavors:

    • Connect through SSH
    • Better branching and metadata restoration capabilities

Enhanced data migration

    • Better limits on child and “down the hierarchy” objects
    • Enhanced handling of standard junction objects
    • Improved polymorphic fields handling to assist Org migrations
    • Upgraded Task data migrations to include archived records
    • Handle Duplicate Rules and restricted picklists to be deactivated before data migration

Did You Know?

Snapshot has so many amazing features that we wanted to make sure you know about some of our fan favorites, so each quarter, we will highlight one or two features in the “Did you Know” section of our newsletter.

Did you know that you can get Snapshot to auto-add all your relevant Profile sections to your job list elements automatically?

In a typical scenario where you add metadata assets to your job list, after adding all the assets, you would spend a bunch of time to add relevant Object Permissions, Field Permissions, Record Type Visibility, Tab Visibility etc. This tedious work can be sped up using the “Add * Profiles” feature in the job list. Just right click on the job list after adding all your metadata assets and choose one of the “Add * Profiles” to automatically add all the relevant Profile section. The example below shows the “Add My Profile” add all the relevant pieces of the Admin profile for the Account object to the job list automatically.

Webinar Series: Snapshot for Awesome Admins – Path to a Clean and Secure Org

We are doing a webinar series where we will be focusing on cleaning and optimizing your Salesforce org. Click on the title links to RSVP. All of them will run at 10:00 a.m. pacific time.You don’t want to miss these informative webinars.

8/25/2020 – Managing Profiles and Permission Sets with Snapshot:

In this webinar, we will show you how you can use Snapshot to manage your profiles and permission sets and optimize your Salesforce security model. Topics include:
Documenting profiles and permission sets for administrator reference and compliance,
performing mass edits of profiles and permission sets to rapidly deploy security changes, visualizing security by user to tackle security issues, and automatically merging similar profiles and performing user assignments.

9/22/2020Eliminate technical debt and optimize your Salesforce Org with Snapshot:

In this webinar we will show you how you can use Snapshot to identify and eliminate technical debt and unused metadata from your Salesforce Orgs.Topics include: Using Snapshot reporting to identify any unused metadata in your Org including fields, groups roles, email templates, queues and more, and leveraging Snapshot’s deployment tools to rapidly delete unused metadata and save a backup for rollback or disaster recovery

10/13/2020Identify user related technical debt and optimize usage:

In this webinar, we will show you how you can use Snapshot to identify inactive users and their connections to your metadata and data. Topics include: Identify inactive users and their usage in your Org’s metadata – queues, email alerts, dashboards – causing unintended consequences, and leveraging Snapshot to manage/ replace/ delete these unexpected connections to achieve better data integrity and security

11/3/2020Migrating related data between Salesforce Orgs with Snapshot:

In this webinar, we will show you how you can use Snapshot to migrate data while maintaining complex relationships across and within objects. Topics include:
Identify relationships across multiple objects to build and download complex hierarchical datasets, migrate data and retain data relationships within and across objects, scramble sensitive fields to satisfy compliance data requirements, and remap objects and fields to assist Org migration needs.

12/1/2020Leveraging Snapshot’s User Stories to manage your Salesforce Org:

In this webinar, we will show you how you can use Snapshot to manage tasks and resources throughout your application development lifecycle using Snapshot’s User Stories feature-set. Topics include:
Defining sprints, user stories and tasks, identify development collisions and merge/ resolve conflicts, and deploy a cohesive deployment package with full and partial rollback capabilities.

 

What’s Happening at Metazoa?

We are thrilled to introduce you to a couple of new faces. Maila Ruggiero started with us in May as our Event Marketing Intern. Maila is a college student at California Polytechnic State University. Anjana Melvin started with us in July as our Content Marketing Associate. Ironically, Anjana recently graduated from California Polytechnic State University. We also had a role change. We are super excited to have Shacarria Scott move into the role of Customer Success Representative.

Maila Ruggiero

Anjana Melvin

Shacarria Scott


The Quarterly Snapshot Dreamforce Edition

Newsletter – Issue 3- October 2019

It’s that time of year again. The leaves are turning, the weather is (finally) cooling down, and excitement is in the air. Of course, I’m referring to Dreamforce. Just take a look at twitter- the buzz is all around. We’re no exception here at Metazoa.

Dreamforce is more than just a conference. It’s a gathering of like-minded individuals, eager to learn, share, and connect. It’s a chance to visit with all of our friends, users, and VIP’s (you know who you are)…and of course to make a whole lot of new friends during those four crazy days. Are you ready for it? I know we are!

Jennifer Mercer – CEO

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!

Come by and get our adorable, coveted, Woolly Plushie when you get a demo! And, we have some pretty amazing stickers too!

Stop by to say hi and learn more about Snapshot!

Dreamforce 2019 Karaoke for a Cause

PepUpTech is back for the third year in a row with Karaoke for a Cause and Metazoa is proudly sponsoring!

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!

This event will sell out quickly so don’t delay! See you there!

DATE * TIME * LOCATION

Mon, Nov 18th 2019 at 7:30 PM PDT

TO

Mon, Nov 18th 2019 at 11:30 PM PDT

50 Mason Street in San Francisco

VIP Spotlight

Meet our VIP and friend, Leyna Hoffer! Besides being a Senior Manager of Salesforce Operations at A-LIGN, she has also been a Content Manager for Midwest Dreamin’ in 2014 and 2015, a co-leader of the Twin Cities User Group for nine years, a presenter at Dreamforce for the past eight years, and holder of six Salesforce certifications and a nine-time Salesforce MVP!

Meet Leyna Hoffer

When asked how she got involved in Salesforce, Hoffer answered, “I kind of fell into it. In 2002, I was working for Silicon Graphics (SGI), a supercomputer company, as a database coordinator,” she relates. “When the decision to purchase Salesforce as their CRM was made, they needed someone to take on the administration. They asked me if I was willing to learn, and of course, I said, ‘sure.’”

Snapshot Feature Update

At Metazoa, we are always striving to enhance Snapshot with new features and capabilities requested by our customers. Here are some recent new features and feature enhancements that you will love.

OAuth Support : Snapshot now supports OAuth endpoints. This means you can completely rely on or mix-match with your SSO setup with Salesforce authentication while using Snapshot.

Expanded Large Org Backups : Take Snapshot (metadata backup) process has been completely rewritten to expand footprint as well as improve backup performance. Translation: Backup more in less time.

Snapshot Notes: Annotate metadata across Orgs using Snapshot Notes. Annotations are displayed in various interfaces across the product including View Assets, Deploy Assets, Data Dictionary etc.

Winter ’20 support: Snapshot supports Winter ’20. Go to town with your Timed Flows!

Trim Tables: Focus on exactly what you are looking for using Trim Tables in View Profiles, Compare Profiles. These extend to Permission Set views as well.

Persistent Asset Filters in Deploy Metadata: Quickly Hide/ Show/ Select metadata using various filter mechanism. Think “Hide all identical metadata” or “Select Page Layouts modified by Jake that are older than than the destination”.

Features Coming Soon

Profile optimizations: Merge Profiles to generate a base set of Profiles and appropriate Permission Sets with optional user reassignments.

Data migration templates: Pre-built data templates for migrating CPQ, Marketing Cloud etc data.

Did you know?

Snapshot has so many amazing features that we wanted to make sure you know about some of our fan favorites, so each quarter, we will highlight one or two features in the “Did you Know” section of our newsletter.

Did you know about our Forgotten Assets Report ?

Org Optimization feature set is designed to help you identify unused and underused metadata assets in your Org. One of the prime facets of the Org Optimization feature sets in Snapshot is the Forgotten Assets Report. The Forgotten Assets report works like Salesforce Optimizer but without any size and number restrictions. In other words, it can analyze Org metadata like Email Templates, Groups, Roles, Queues, Profiles, Permission Sets, etc. and identify disconnected or unused metadata.

Using the Forgotten Assets report, you can:

  • Identify ignored or forgotten metadata to revive or clean up

  • Generate a job list of metadata to cleanse from your Org

  • Send automated, scheduled notifications to initiate aided Org optimization phases

Cleaning up Salesforce Before you Move to Lightning

Last month we hosted a very popular webinar called “Cleaning up Salesforce Before you Move to Lightning.” We had Yelena Slobard, from sf9to5.com, co-host with us, and it was a hit! Here is a summary of the webinar and to learn more, you can watch the replay

Highlights of the webinar:

With Winter ’20 release upon us, many users will be facing Lightning for the first time. To help your users transition happily to Lightning, it is important to first look at some of the possible items that can cause a slow down in the system. Using Snapshot will ensure that you don’t have too many fields on a Page Layout, as the more fields on the page, the slower Lightning is going to go.

  • We walked through the process of sorting through a single object’s fields and the number of times they are filled in.
  • We examined if a field is on a page layout and combined it with the frequency of population of those fields.
  • Lena Demonstrated how Snapshot is used to determine if a field is used somewhere else in the system so that you can feel safe with your decision to delete it.
  • We explored other ways how Snapshot can help you optimize your org


VIP Showcase - Meet Leyna Hoffer

For this episode of our VIP Spotlight, we talk to Leyna Hoffer. She is Senior Manager of Salesforce Operations at A-LIGN, a licensed CPA firm, QSAC, Accredited ISO 27001 Certification Body, HITRUST CSFAssessor, and Accredited FedRAMP 3PAO specialized in providing a full suite of cybersecurity, cyberrisk, privacy and compliance solutions. To learn more, visit www.A-LIGN.com.

In a career arc that is not at all unusual, Hoffer didn’t wake up one day and decide to build her career around Salesforce. Instead, she pulled the old “sure, I’ll volunteer for that” trick.

“I kind of fell into it. In 2002, I was working for Silicon Graphics (SGI), a supercomputer company, as a database coordinator,” she relates. “When the decision to purchase Salesforce as their CRM was made, they needed someone to take on the administration. They asked me if I was willing to learn, and of course, I said, ‘sure.’”

Not surprisingly, Hoffer delved deeper and deeper into the nooks and crannies of Salesforce as her career developed. She’s now well established in the Salesforce world, including serving as the Content Manager for Midwest Dreamin’ in 2014 and 2015, a co-leader of the Twin Cities User Group for nine years, a presenter at Dreamforce for the past eight years, and holder of six Salesforce certifications and a nine-time Salesforce MVP.

After holding CRM-related leadership positions at IDeaS, Blue Cross Blue Shield of Minnesota, Merrill, Chamilia, and Magnet 360, she joined Edmentum over six years ago and until October of 2019 was managing their Salesforce application and add-ons.

And Metazoa’s Snapshot is one of the most important add-ons.

Early in her career — while at IDeaS — she saw a Snapshot demo. She was impressed.  So impressed that, even though the company couldn’t fit it into their budget, the possibilities of using Snapshot to supplement Salesforce stuck with her. Several years down the road, when Metazoa offered a free trial, Hoffer was an enthusiastic yes.

“Remembering how awesome the functionality was, I jumped at the chance,” she recalls. “After using Snapshot for a few weeks, I was sold and was able to purchase the tool for my team’s use at Edmentum. It has now become an essential tool for documenting their Salesforce metadata.”

The capability of Snapshot to do the dirty work and get the job done appeals to Hoffer’s personality and background.

Leyna is a big fan of the late Randy Pausch, an academic who specialized in technology and — when diagnosed with terminal pancreatic cancer — delivered a presentation entitled “The Last Lecture: Really Achieving Your Childhood Dreams” and went onto to write The Last Lecture. Both concerned his positive approach to life and death.

Her favorite quote of his is one of his simplest: “Are you a Tigger or an Eeyore?” Basically, do you embrace what’s in front of you with good grace and enthusiasm or with premonitions of failure?

Some of this might relate to Hoffer’s first job, her extremely unglamorous teenage gig being a Dairy Queen carhop in Winner, South Dakota. Though she didn’t have to do so on roller skates like the waitresses in American Graffiti, she did spend three summers taking orders and returning to latch a tray of fast food onto a vehicle’s rolled-down window.

Another favorite Pausch quote: “No job is beneath you. You ought to be thrilled you got a job in the mailroom. And when you get there, here’s what you do: Be really great at sorting mail.”

She uses Snapshot to complete the nitty-gritty tasks that keep a sprawling Salesforce system up and running.

“Edmentum’s Salesforce org was created in 2007. My belief is that you must be continuously staying on top of your technical debt — and with a legacy org, there’s plenty of it! I’ve implemented ‘Operation Audit,’ which is a project where we create a full Data Dictionary on each object in our org at least once a year and analyze what fields, picklist values, record types, page layouts, etc., are no longer being used and can be deprecated,” Hoffer explains. “We also ensure that each field has a Description and/or Help Text. And finally, we determine which objects need optimization, enhancement, or deletion.”

By integrating Snapshot into this core housekeeping effort, Hoffer has been able to save an untold amount of work for her staff and increase the power of the data she can collect.

“This was a mostly manual effort prior to discovering Snapshot. We would use some of the free tools from the AppExchange to assist us — however, none of the tools that we had come across were able to do it all, so we found ourselves spending a lot of time piecing together information from various tools to get a true picture of each Salesforce object,” Hoffer continues. “Snapshot has allowed us to automate a large portion of the Data Dictionary creation and analysis […] it has saved us numerous hours. Days worth of work is being saved per object — it’s probably weeks or even months over the course of a year. The Data Dictionary for an object could take 15 to 20 hours the way we were doing it before. Using Snapshot, it now takes about 5 to 6 hours.”

It should be noted that Hoffer is not all work and no play. She’s an avid traveler — proud of having 37 states and 7 countries crossed off her list — with the other 13 states and Spain, Australia, and New Zealand on her immediate bucket list. And wherever she goes — so goes as a diehard Minnesota Vikings fan.

She’s also an active supporter of the Alzheimer’s Association, American Heart Association, and the Spina Bifida Association.

Metazoa is lucky to have Leyna as a VIP! She is one in a million!


the quarterly snapshot

Newsletter – Issue 2 – May 2019

I really think things are going to slow down a bit after this. Right?

Famous last words? Well, hey if we weren’t up for a crazy ride, we wouldn’t be in a startup! “Things” didn’t slow down and it doesn’t look like they will in any near future.

Even amid the chaos, we realized the importance of taking a step back and evaluating what drives our company and our culture? We realized hands down, it’s our customers — the admins and developers who are an essential part of our product development. You come first in our book. And we love to hear from you! What drives you?

Hope to see you all at TDX!
Jennifer Mercer – CEO

The Metazoa team is thrilled to participate in the Salesforce Accelerate Program.

The Accelerate Program is designed to provide mentorship, support, and exposure to Salesforce experts and their close-knit ecosystem.

Metazoa is among 11 other amazing Salesforce ISV partners in the 5th Accelerate program where companies are voted on by a committee of Salesforce professionals after the application process is complete.

We are humbled that we were selected to be part of this program and so excited to take part in all it has to offer.

Salesforce Accelerate is led by a network of subject matter experts with extensive experience both within the Salesforce and startup communities.

After three months of learning from the best and aligning with the Salesforce excellence, we will graduate from the program and make way for a new batch of incredible partners to take part.

Salesforce Accelerate, previously known as The Salesforce Incubator, has already successfully graduated 42 companies.

Learn more about the program

VIP Spotlight

Our VIP Program has some of the brightest minds of Salesforce power users. We love getting to know our VIP’s on a personal level too.

Meet Metazoa VIP
Yelena (Lena) Slobard

Lena is 4 x Salesforce certified. She has a deep understanding of Salesforce which she also shares in her blog, SF9to5 and her guest blogs on Salesforceben.com.

Lena has a background in Information systems, health informatics, art and a fun passion for all things Disney, especially Harry Potter.

Read about Lena and get to know and love her as much as Metazoa does.

Learn about Lena

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)

Register Now

Funding Announcement

We are excited to announce that we recently took $2M of debt financing from TIMIA Capital.

We plan to use the funds strategically to grow our sales and customer success teams in support of a continually increasing product demand and expanding customer base.

Metazoa is Sponsoring the PepUpTech Party at TDX!

Join us for food, drinks, music, and networking in support of a great cause during TrailheaDX 2019. If you are a Salesforce Professional, don’t miss this opportunity to network with the extended Ohana! If you are a hiring manager here is your opportunity to meet with a new generation of Salesforce talent!

See you there!

Get Your Tickets

Welcome to the Team!

We are excited to introduce these two new additions to our team. Meet our new Marketing Intern, Shacarria Scott who is a PepUPTech graduate and our new Sales Development Representative, Noel Guzman. Both are eager to jump into their new role and be part of our Metazoa family.

Shacarria Scott

Noel Guzman

Events

We hope to see you at these upcoming events!

TrailheaDX
Midwest Dreamin’
Northeast Dreamin’

Stop by our booth at TDX for a limited edition
#WhereIsMetazoaWoolly Sticker!


VIP Showcase - Meet Yelena Slobard

Our VIP program is made up of smart people who are Salesforce power users from whom we get valuable technical feedback. One is Yelena (Lena) Slobard who is Salesforce certified as an Administrator, CPQ Specialist, Platform App Builder, and Platform Developer. Over her career, she has transitioned from a Salesforce end-user to a Salesforce Business Analyst/Consultant at her current company, SNAP Business Intelligence.

What keeps her going? Well, there’s coffee, which she says she’d do with an IV drip if she wasn’t afraid of needles! A bucket list that includes visiting every Disney theme park in the world. A full-on adult embrace of all things Harry Potter and commitment to her Hufflepuff nature.

She loves her current position at SNAP, which involves integrating Salesforce in a wide variety of client projects—CPQ, Service Cloud, Sales Cloud, lightning migration. And she’s not allergic to anything tech related. She was not so lucky with her first teen job, where the stuffing station at Build-A-Bear proved too much for her immune system to cope with.

She found Salesforce a lot easier to embrace.

“I actually studied information systems and went a funny route. I was a security analyst (phishing) and did phishing awareness training and then that somehow led to Salesforce,” she explains. “And I was like ‘ahhhh because it’s a database to me. It didn’t matter about all the frontend fancy stuff—to me it was a database and it made sense in my head.”

Not exactly what you’d expect from someone who started college as an art major, but there you have it. Then there’s the graduate certificate in health informatics. “My parents are both doctors, so I also have a random knowledge set.”

As far as Snapshot goes, the comparison tools are her bread and butter tackling her biggest pain points. Lena elaborates, “One of the biggest pain points that I deal with is discrepancies between systems, different sandboxes, people doing different things. Even production, because we have people that go and build directly to production, that one hurts me. I am very stringent,” Lena explains. “Do it in a sandbox first then you do it in production, even if it feels like a waste of time. People look at me like I’m crazy, and they say ‘I’m just adding a validation’ and I say ‘yes, but your validation can break everything!!’”

Her transition from power user to consultant has even led her to a blogging career on the side. She writes weekly about all-things Salesforce on her own blog, SF9to5 and as a guest at Salesforce Ben.

“The blog actually started because I always do a lot of research to find answers to things and I was going to six or seven places to get the answer for one thing,” she explains. “I was like ‘well, I want to write this down somewhere to keep track of it’ so I came up with this—under the assumption that no one was going to read it!”

Her research provides her with blog topics that come to her naturally as part of her job and typically cover mini-challenges, product reviews, CPQ, and other Salesforce insights and best practices. That’s how she found Snapshot, researching tools to help solve a problem.

With Snapshot, she can break down information for clients in ways that are digestible.

“I basically provide information to the client. Like, ‘here is the list of fields that aren’t on any page layouts, or they are barely used at all, why do you have them?’” she explains. “You have over 200 custom fields on this one object! WHY? If you have too many fields on your page layout and you flip over to lightning, you are going to make the system slow!”

It’s because of her deep understanding of Salesforce — and the wide variety of clients she works with — that we reached out to Yelena and asked if she’d be one of our VIPs. And when asked, “what do you love most about Snapshot and Metazoa?” Lena answers, “The people. I love you guys! I love the support I get.”

Metazoa loves you too, Lena!