Monitor Salesforce Orgs For Metadata Changes Over Time

Metadata Changes Over Time

Salesforce administrators often need to monitor Metadata changes over time. For example, they may want to see when a particular customization was created in the Org. The Metazoa Snapshot Change and Release Management product provides powerful tools to track Salesforce Orgs over time and roll the Org back to any previous state.

Manage Time Series

Monitor Salesforce Orgs For Metadata Changes Over Time

Each time a Metadata Snapshot is taken, the information is added to a time series. By virtue of simply using the Snapshot product, an administrator creates a time series record of all of the Metadata changes in an Org over time. The Snapshots in the time series can be compared on a line by line basis, and you can run reports on any of the Snapshots in the time series.

Each Snapshot file contains a wealth of information about the state of the Salesforce Org. The Metadata API, the Data API, the Tooling API, and the Force.com REST API are all used to collect information. The Metadata API captures the selected Metadata assets. The Data API gathers Describe data on the selected Custom Objects. The Tooling API downloads additional information about creation and modification dates. The Force.com REST API records the organizational limits. This information is automatically maintained on the client desktop computer where Snapshot is installed.

All of this data is stored on the local desktop computer. Each item on the Snapshot desktop has a corresponding folder that contains the time series data. The Snapshot file can be automatically sent in email or saved to a repository as part of the scheduling and automation process. This information provides a foundation for compliance, and is also a necessary resource for the backup and recovery of the Salesforce Org.

Snapshot provides powerful tools for Salesforce Administrators that help manage the change and release process, visualize org complexity, improve security and compliance, and lower the total cost of Org ownership. Visit the AppExchange to start a 14 day free trial or click the button below to schedule a demo.


Compare Salesforce Profiles and Permission Sets old

Profiles and Permission Sets

Profiles and Permission Sets control what Salesforce Users can see and do. The Metazoa Snapshot Change and Release Management product can compare Salesforce Profiles and Permission Sets, bulk edit permission values, and combine a User Profile with their assigned Permission Sets in order to see the true combined security permissions.

Profile and Permission Sets

Compare Salesforce Profiles and Permission Sets

The Profiles and Permission Sets report shows all of your Profiles or Permission Sets down the left-hand column and the selected Metadata sub types across the top. The sub types include: Apex Page Accesses, Apex Page Accesses, Application Visibility, Field Permissions, Layout Assignments, Object Permissions, Record Type Visibility, Tab Visibility, User Permissions, and Custom Permissions.

These reports document all of the characteristics of your Profiles and Permission Sets in a single easy to read tabular report. Looking down any column will show the permissions for a single Metadata asset by Profile or Permission Set. Reading across any row will show the permissions for a single Profile or Permission Set by each Metadata asset. The report can be saved either in HTML, PDF, or CSV. As usual, all of these reports can be scheduled and automated for archive or email purposes.

An administrator can assign any number of Permission Sets to a user. Permission Sets are similar to Profiles. They are used to grant additional permissions for special situations. The Snapshot Profiles and Permission Sets dialog includes a Combined Security Report that shows the base Profile and each assigned Permission Set contribute to the actual security permissions for selected users. This is a key report for security and compliance. For example, a company could document which users have been granted access to fields that contain customer information. Permission Sets that changed the base Profile are shown in green, Permission Sets that were not effective are shown in red.

Snapshot provides powerful tools for Salesforce Administrators that help manage the change and release process, visualize org complexity, improve security and compliance, and lower the total cost of Org ownership. Visit the AppExchange to start a 14 day free trial or click the button below to schedule a demo.


Archive Salesforce Metadata for GDPR, SOX and HIPAA Compliance

Archive Salesforce Metadata

Companies need to document their Salesforce Orgs for compliance, security, and governance. The Metazoa Snapshot Change and Release Management product provides powerful tools to archive Salesforce Metadata for compliance and documentation over time. The captured Metadata can be shared with team members or archived for compliance documentation.

Take Snapshot

Archive Salesforce Metadata for GDPR, SOX and HIPAA Compliance

Many large companies have established policies for corporate governance. Others follow security policies to safeguard consumer or financial information. Companies in the financial and health sectors are regulated by state, federal, and foreign governments. Various regulations include SOX, PCI-DSS, GLBA, HIPAA, HCQIA, CHIP, HRRP, PSQIA, ACA, FISMA, PCI-DSS, FERPA, and most recently GDPR. Regulatory compliance requires careful documentation of corporate activities and information handling practices.

All of the customizations in a Salesforce Org provide crucial information about how the Org is structured. Almost all of this information can be captured with the Metadata API, which returns over 200 different XML documents that describe all of the customizations in a Salesforce Org. These XML documents cover everything you can imagine, such as Objects, Tabs, Applications, Apex Code, Profiles, and Page Layouts.

The Metazoa Snapshot Change and Release Management product can be used to capture selected Metadata in a Salesforce account. This is a key compliance report for use by business analysts and application developers interested in documenting the current state of the org. The report could be used by a development team to track project progress, or by a System Integrator before and after a job is completed. This report is useful for compliance and governance.

Snapshot provides powerful tools for Salesforce Administrators that help manage the change and release process, visualize org complexity, improve security and compliance, and lower the total cost of Org ownership. Visit the AppExchange to start a 14 day free trial or contact us to schedule a demo.


Metadata Differences Between Sandbox and Production old

Metadata Differences

During the release management process, Salesforce administrators often need to compare the Metadata differences between Sandbox and Production. The comparison can show which Sandbox assets need to be deployed to Production after user acceptance testing. The Metazoa Snapshot Change and Release Management product provides powerful tools to compare Salesforce Orgs and migrate changes between them.

Metadata Differences

Metadata Differences Between Sandbox and Production

The Metadata Differences report documents all of the differences between any two Salesforce Orgs. This allows administrators to see changes made by developers and other important customizations made with the Setup Menu. This information is available in HTML, CSV, and PDF format. The reports can be shared with team members, saved as local files, or stored as Salesforce Content. Snapshot also provides powerful release management tools to deploy these changes between Orgs during the release cycle.

The Metadata Differences report looks at the differences between two Orgs connected by a deployment arrow. The report specifies the number of differences for each metadata type, and the top slide down panel allows an administrator to drill down into the line by line details. This report can be used to explore the exact differences between two Salesforce Orgs, or between a developer project and a Salesforce Org. For example, if an administrator is getting ready to migrate a Sandbox into Production, then they could use this report to explore and document the differences before migration.

Snapshot provides two dozen automated reports that are hugely beneficial for release management as well as corporate compliance, governance and security. These reports are available in CSV, HTML, and PDF format. All of these reports can be scheduled and automated. Many of the reports have conditional triggers and are sent out only when problems are detected. The brief movie below covers the Metadata Differences report.

Snapshot provides powerful tools for Salesforce Administrators that help manage the change and release process, visualize org complexity, improve security and compliance, and lower the total cost of Org ownership. Visit the AppExchange to start a 14 day free trial or click the button below to schedule a demo.


Data Dictionary for Salesforce Compliance Documentation Old

Salesforce Compliance Documentation

Companies need to document their Salesforce Orgs for compliance, security, and governance. The Metazoa Snapshot Change and Release Management product has a Data Dictionary Report that allows a Salesforce administrator to fully document all of the Custom Object and Custom Field properties in any Org. The report can be shared with team members or archived for compliance and documentation.

Data Dictionary Report

Data Dictionary for Salesforce Compliance Documentation

Many large companies have established policies for corporate governance. Others follow security policies to safeguard consumer or financial information. Companies in the financial and health care sectors are regulated by state, federal, and foreign governments.Various regulations include SOX, PCI-DSS, GLBA,HIPAA, HCQIA, CHIP, HRRP, PSQIA, ACA, FISMA, PCI-DSS, FERPA, and most recently GDPR. Regulatory compliance requires careful documentation of corporate activities and information handling practices.

Custom Objects and Fields are a central focus for any Salesforce account. Between the Data and the Metadata API, there are 70 properties that describe Custom Objects, and there are another 80 properties that document Custom Fields. These properties cover everything you can imagine, such as field labels, numeric precision, formula fields, date formats, picklist values, child relationships, and help text.

The Snapshot Data Dictionary can be used to document the current properties for each Custom Object and Field in a Salesforce account. This is a key compliance report for use by business analysts and application developers interested in documenting the current state of the org. The report could be used by a development team to track project progress, or by a System Integrator before and after a job is completed. This report is useful for compliance and governance.

Snapshot provides powerful tools for Salesforce Administrators that help manage the change and release process, visualize org complexity, improve security and compliance, and lower the total cost of Org ownership. Visit the AppExchange to start a 14 day free trial or click the button below to schedule a demo.


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Snapshot provides a comprehensive way to visualize the complexity of your org, generate reports on the metadata configuration, deploy changes from sandbox to production, roll back deployments, conduct continuous integration, clean up unused assets, and track configuration changes over time

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End-to-End Solution for Org Management

RELEASE MANAGEMENT

Highly visual tools deploy metadata assets from developer repositories and account sandboxes into production

SECURITY & COMPLIANCE REPORTING

Over three dozen automated reports document time-series differences, data usage and vital security information

ORG CLEANUP AND OPTIMIZATION

Discover forgotten assets, underutilized fields and picklists, code coverage problems, and complex metadata relationships

 
 

Become a Salesforce Superhero

Schedule automated metadata backups. Analyze configuration changes over time or between orgs. Deploy org metadata. Log and audit org changes over time. Document org configuration for compliance. Identify unused metadata. Define workflows for deployments, reports and much more.

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Snapshot provides tremendous value in managing our Salesforce customization. The ability to promote changes of both custom and standard object from sand box to our production environment is simply invaluable.

Patrick schiffli
CRM Administrator

Snapshot allows us to back ups our org, easily move data between the orgs, and keep an audit trail for auditing purposes. The comparison reporting between orgs is a great time saver. Technical support has been out standing. Always professional and responds in a timely manner

Michael Hedrick
Application Developer/Analyst

This tool saved me about 20 hours of rework when I was able to recover my code after a sandbox refresh. I will never miss a backup via snapshot prior to a refresh. I also had an old version and wasn’t able to login for a bit, contacted support and they had me up and running in minutes.

Becky Bastien
Developer

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Propel PLM and Snapshot Aid in Humitarian Effort

Snapshot helps Propel fulfill Medtronic’s humanitarian gesture

“There was a global shortage of ventilators so in a humanitarian gesture, Medtronic published their design for a particular ventilator they were building about 10 years ago

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They published on to a website all of their bills of materials, drawings, manufacturing instructions, data sheets for individual components and the worldwide community reacted with some amount of confusion because that was not in a format that was understandable and assessable. Organizing engineering data is exactly what Propel does so we quickly spun up a partner community, imported all of that Medtronic data in a format that was easily understandable and downloadable where users around the world could collaborate on those designs, and I mean quickly. We could not have spun up a community that fast with a complex configuration unless we were using Snapshot”

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— Propel PLM VP of Professional Services September Higham

 

“Snapshot gives us a core toolset to handle a wide range of sandbox instances”

 


Dale

Salesforce Consultant

Metadata changes on the fly

“As a purely declarative consultant with no coding experience, Snapshot helps >me quickly summarize the evolution of my clients’ orgs and identify opportunities for their optimization and growth.”

— Salesforce Consultant, Dale Ziegler.

Salesforce Consultant

 

“Snapshot gives us a core toolset to handle a wide range of sandbox instances”

 

 


Constant Contact

Org Clean Up for Both Data and Metadata

“The efficiencies gained using Snapshot and Monarch save the entire team untold hours of

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manual processes and keep the overall environment running lean and fast.”

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“By using Snapshot, Constant Contact was able to instantly identify the deltas between orgs and easily package and migrate them.”

 


Merck

Metadata changes on the fly

“We needed a centralized toolset to manage a broad range of sandbox instances. It also had to

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handle complex situations, so environment engineers can interrogate sandbox changes as well as maintain builds.”

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— Keith Smola. Merck & Co.

 

“Snapshot gives us a core toolset to handle a wide range of sandbox instances”