Propel PLM Case Study

Metadata changes on the fly

We use Snapshot nearly every day to move configurations across orgs. For example, we have an “out-of-the-box” configuration that we need to

More

move to every new customer org at the beginning of a new implementation. We use Snapshot to move custom objects, custom fields, page layouts, email templates, process builders, and much more. We also have many cases where a solution consultant has created a configuration for one customer that will be useful for another customer. Before we had Snapshot, we did these configurations by grabbing the newest person on the team and saying, “Hey new guy! We need you to manually do a bunch of configuration work. It will take you a couple of days … hope you don’t get carpal-tunnel syndrome!”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!

Less

— Propel PLMDirector of Professional Services September Higham

 

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

 


Edmentum Case Study new page

Before Snapshot, time consuming!

“What I like most about Snapshot is that even though it has a lot of really great functionality to check Apex Code Coverage and schedule test classes,

More

 it also has functionality that the everyday admin needs – and it’s not overwhelming for a System Administrator to use!”

Less

­—Leyna Hoffer, Edmentum CRM Success Manager

 

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

 


Partner

Partner Program

Transform Your Business

Partner with Metazoa to provide best of breed end to end salesforce org management solutions to your enterprise clients

System Integrator and Consultant Partner Program

Consultants and systems-integrators are essential to the success of Salesforce Enterprise Customers

By partnering with Metazoa and using our Snapshot tool for your clients, you can save up to 30% of time spent providing your clients crucial Salesforce Org management. We provide the tools to support and manage your clients services such as change and release management, Org clean up and optimization, Security and compliance reporting.

Mutual Referral

  • Partner refers customers to Metazoa
  • Metazoa recommends partners to clients
    who are looking for an SI solution or a consultant
  • Co-marketing opportunities
  • 10% referral commission on first year’s revenue

Joint marketing opportunities

  • Guest blog
  • Co-speaking engagements
  • Co-sponsored events
  • White papers
  • Website listing
  • Partner case study

Benefits include

Early Product Access

Because of our customer and partner feedback, Snapshot features are always being added or enhanced. Be the first to access these early product releases, product betas and newly launched features.

Partner Specific Training and Onboarding

To ensure our parnters success we provide premier onboarding and continued training for your team

Product Feedback

With open communication you have the opportunity to provide feedback and help the future direction of our product

Best Practices

Learn best practices for your deployments, reporting, and compliance leveraging the Snapshot product which provides a best-of-breed solution for any org.

Co-Marketing

We combine marketing resources with our partners to collaborate, highlight and create awarness for your services with a wide range of co-marketing opportunities .

World Class Support

Partners have access to rapid response time from support engineers with decades of experience with Salesforce change and release management.

Contact us to partner or to learn more


    Customer Success Stories

    Customer Success Stories

    “We could not have spun up a community that fast with our complex configuration unless we were using Snapshot,”  Read More

    What I like most about Snapshot is that even though it has a lot of really great functionality to check Apex Code Coverage and schedule test classes, it also has functionality that the everyday admin needs and it’s not overwhelming for a System Administrator to use! Read More

    We use Snapshot nearly every day to move configurations across orgs. For example, we have an “out-of-the-box” configuration that we Read More

    We needed a centralized toolset to manage a broad range of sandbox instances. It also had to handle complex situations, so environment engineers can interrogate sandbox changes as well as maintain builds. Read More

    The efficiencies gained using Snapshot and Monarch save the entire team untold hours of manual processes and keep the overall environment running lean and fast. Read More

    Dale Zeigler, Salesforce Consultant & MVP

    “Snapshot has saved me hours just on time spent to capture an org snapshot compared to other tools.” Ziegler explains, “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.” Read More

    “We could not have spun up a community that fast with our complex configuration unless we were using Snapshot,” Read More

    What I like most about Snapshot is that even though it has a lot of really great functionality to check Apex Code Coverage and schedule test classes, it also has functionality that the everyday admin needs and it’s not overwhelming for a System Administrator to use! Read More

    We use Snapshot nearly every day to move configurations across orgs. For example, we have an “out-of-the-box” configuration that we Read More

    We needed a centralized toolset to manage a broad range of sandbox instances. It also had to handle complex situations, so environment engineers can interrogate sandbox changes as well as maintain builds. Read More

    The efficiencies gained using Snapshot and Monarch save the entire team untold hours of manual processes and keep the overall environment running lean and fast. Read More

    Dale Zeigler, Salesforce Consultant & MVP

    “Snapshot has saved me hours just on time spent to capture an org snapshot compared to other tools.” Ziegler explains, “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.” Read More


    Apex Code Coverage Report for Salesforce Developers old

    Apex Code Coverage

    Apex Code Coverage indicates how many executable lines of code in your Apex Classes and Triggers have been exercised by unit tests. The Metazoa Snapshot Change and Release Management product has an Apex Code Coverage Report that allows a Salesforce developer or administrator to run the unit tests for any Org, and see Code Coverage on a line by line basis. The report can be shared with team members or archived for compliance documentation.

    Apex Code Coverage Report

    Apex Code Coverage Report for Salesforce Developers

    The Salesforce Apex Code testing framework generates code coverage numbers for each Apex Class and Trigger. Code coverage indicates how many executable lines of code in your classes and triggers have been exercised by test methods. You must write test methods for your classes and triggers, and then run those tests to generate code coverage information. In addition to ensuring the quality of your code, unit tests enable you to meet the code coverage requirements for deploying or packaging Apex. To deploy Apex or package it for the Salesforce AppExchange, unit tests must cover at least 75% of your Apex code, and those tests must pass.

    Our Metazoa Snapshot product has a report that runs selected Apex Tests for any Salesforce Org. You can see the number of lines covered, the number of lines that are not covered, and the percentage of coverage for each Apex Class. The Snapshot Apex Code Coverage report also shows each Apex Class or Trigger with line by line coverage information. This report is used by Salesforce Administrators and Developers to find Apex Classes that need additional coverage, and also to find unit tests that fail when they are executed. The report can be shared with team members or archived for compliance documentation. You can also set up the report to monitor a Salesforce Org and send out an email or Chatter notification if Apex Code Coverage falls below the desired level.

    Snapshot also allows selected Apex Tests to be run before any deployment. This allows a Salesforce Administrator to select the tests that are most likely to succeed and provide enough coverage for the deployment to succeed. This capability can also be used to guarantee a certain level of Apex Code Coverage for Sandbox deployments, or deployments to a User Acceptance Testing Org. The short movie below shows how the Snapshot Apex Code Coverage report works, and also shows the Code Coverage options in the metadata deployment interface.

    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.


    Propel PLM and Snapshot Aid in Humitarian Effort

    Snapshot helps Propel fulfill Medtronic’s humanitarian gesture

    In the early weeks of March, as the world’s busiest cities abruptly grinded to a halt and streets previously lined with bumper-to-bumper traffic stilled, manufacturers across the globe scrambled to find a solution for a quickly depleting resource vital to fighting the COVID pandemic: ventilators. These machines provide airway support for both adults and children and are crucial in keeping patients whose lungs have been impaired by the illness alive.

    In a humanitarian gesture, medical device company Medtronic publicly published a design for PB 560, a ventilator they had originally created in 2010. According to a Medtronic press release, this open source initiative allowed “global participants to evaluate options for rapid ventilator manufacturing at scale to help doctors treat patients fighting COVID-19.” But while publishing the data seems simple enough, getting it ready to use was a much larger endeavor.

    What was the problem?

    The data for the ventilator included various different files, including bills of material, hundreds of ventilator drawings, manufacturer’s instructions and data sheets for individual components. Unfortunately, once the data was made available, manufacturers didn’t really know what to do with it.

    “The worldwide community quickly reacted with some amount of confusion because that data was not really in a format that was understandable and accessible,” said September Higham, VP of Professional Services at Propel. “Well, organizing engineering data is exactly what Propel does.”

    Propel PLM is a Santa-Clara based company that helps companies achieve product success by connecting the people, systems and processes needed to deliver products from concept to customer. It serves customers around the world in high-tech, med tech, consumer goods and manufacturing.

    One of their customers expected it to take over three weeks to extract usable data from the source — too long to fight an international pandemic. In order to help make the data more functional, Propel turned to Metazoa Snapshot.

    How did Snapshot help?

    Snapshot allowed Propel to quickly import all of the Medtronic data in a format that was easily understandable and easily downloadable.

    Propel was able to use a configuration they had used for other manufacturers’ products, similar to a ventilator, and moved it into a Salesforce partner community. This allowed them to open up the data to the public. Users could collaborate with each other, send chatter messages, improve on the design and request edit access. Propel was able to get all this done in 1.5 days — much quicker than the three weeks their customer anticipated.

    What was the result?

    About six weeks later, Propel had manufacturers intending to manufacture the PB 560 ventilator logging in from all over the world and downloading this data. Higham says Snapshot’s ability to capture and migrate data and metadata provided Propel with the solution they needed to react quickly in a crisis.

    “We could not have spun up a community that fast with our complex configuration unless we were using Snapshot,” she said.

    Making the PB 560 data accessible allowed for an increase of global production of ventilators, playing a critical role in keeping COVID-19 patients alive. “To date, there have been more than 200,000 registrations for the design specifications,” Medtronic stated in its press release. The release of the PB 560 open source specifications came ahead of plans to make more ventitors with Tesla. While Medtronic couldn’t provide details on the partnership, a spokeswoman said that, “The project with Tesla may range from making the PB 560 as well as components spanning Medtronics’ PB 560 and PB 980 model lines” (Forbes).

    As the world continues to fight to keep the pandemic under control, we rest a little easier knowing that Propel — with the help of Snapshot — helped save lives.


    Dale

    Salesforce Consultant

    Dale Ziegler

    Shrinking the Mountain of Org Management Down to a Tiny Hill!

    Dale Ziegler has been a Salesforce professional for a long time. His main priority is ensuring others are using Salesforce to its full potential. His main line of work is integrating, optimizing, and sustaining the functionality of Salesforce—both directly and with select AppExchange apps—for private companies and governmental agencies.

    So, he obviously knows his way around Salesforce. Ziegler explains, “I am a consultant who exclusively deploys, integrates, and optimizes Salesforce as a CRM and I am also a Salesforce user to do expense reporting, timekeeping, and various other ERP functions within my org.”

    Ziegler serves a wide range of clients that have orgs ranging from simple to extremely complex. Initial deployments are handled for some clients, while many more have hired him to come in and help with day-to-day cleanup, optimization, and permissions management long after their Salesforce org went live.

    Ziegler is a Salesforce MVP and certified as a Sales Cloud Consultant, App Builder, Administrator, and Advanced Administrator. He’s attended every Dreamforce since 2011—as a presenter since 2014—and is the Kansas City Salesforce User Group co-leader.

    Three Top Challenges

    There are a handful of constant challenges that Ziegler outlined for us:

    Redundant, under-used fields with ambiguous names

    A constant challenge is cleaning up orgs that were initiated by people who did not have much Salesforce experience when tasked with doing so. Inevitably mistakes were made during the deployment phase that eventually have to be dealt with—after the org has gone live and backtracking is necessary.

    Redundant permissions that cross-over from profiles and permission sets

    When permissions haven’t been thoroughly considered—especially in the case of sensitive information—there comes a time when everything needs to be brought back under control. Tracking down who has permission to access what information is often a tangled mess.

    Minimal to no data governance and data integrity

    Data is far more useful and powerful if the right people have access to it and its “clean” in the sense of giving a clear, consistent understanding about the activity it is meant to track. The org isn’t always doing that by the time I get involved.

    Before and After Snapshot

    Prior to discovering Snapshot, Ziegler had a few ways of getting done for clients what they needed. But it wasn’t always so easy.

    He depended on a variety of unconnected apps like Field Trip and Eclipse that, with limited functionality, allowed him to make changes on the fly as best he could. Logging on as an individual to replicate the user experience was sometimes the most direct, though time-consuming, way to get a handle on things. And then there were endless CSV exports that were ported over with apps like DataLoader or Workbench, a process that often meant hours of boring downtime before finally discovering the core issue.

    Snapshot is a whole different ballgame.

    “Snapshot has saved me hours just on time spent to capture an org snapshot compared to other tools.”

    Ziegler explains, “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.”

    There are a number of specific ways that Snapshot works as a big—yet subtle—can opener that allows Ziegler to open up from the top the orgs he needs to rework and refine.

    Snapshot’s field usage functionality is an especially important feature, since some clients don’t want AppExchange packages installed and it allows Ziegler access to data patterns within an org. The picklist feature allows him to reduce clutter quickly and thoroughly across the org and make it impossible for the user interface to allow ambiguous options.

    Finally, Snapshot gives him a bird’s-eye view of what’s going on with an org over time. Scheduled snapshots that monitor changes that are made by clients are invaluable in tracking down sudden issues that seem “to have come out of nowhere”— but didn’t really. And he’s able to provide technical documentation for the entire course of an engagement with a client (quickly and easily).

    Basically, what took hours and a lot of tedious work is now automated via a central organizing platform—namely, Snapshot.

    “Y’all know I love what you do for the Admin Community,” concludes Ziegler. “Thank you for shrinking the mountain of org management down to a tiny hill!”


    Build Visual Deployment Pipelines For Salesforce

    Deployment Pipeline

    The Metazoa Snapshot Change and Release Management product provides drag and drop tools that enable Salesforce administrators to build highly visual deployment pipelines. Administrators can create any number of deployment pipelines, switch between different pipelines as needed, and share the pipelines with team members.

    Visual Pipeline

    Build Visual Deployment Pipelines For Salesforce

    Snapshot provides tools to create a visual map of your Salesforce release environment. Developer Projects can be connected to Salesforce Sandboxes, which in turn can be connected to the Production Org. This visual map can be changed over time to support a wide variety of release management scenarios. All of the snapshots and Metadata deployments on the desktop can be scheduled and automated as needed. The Snapshot desktop provides a visual guide to Metadata flows from the source to destination. Your implementation might be more or less detailed depending on your process and needs. The Snapshot desktop provides a flexible way to rewire your release environment over time and accommodate new projects and reports.

    The workspaces can be shared and locked, preventing any changes to the release management process. In this manner, Administrators can specify the Orgs and Projects that other developers or consultants should be focused on. Super Admins can specify the types of data and Metadata that are allowed to be deployed in the release flow. Super Admins can also set up Code Quality Gateways for developers. The visual workspaces can also be archived, to provide a permanent record of the release management process for compliance or documentation.

    Learn More

    Here are some helpful links with more information about Deployment Pipelines:

    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.

    SCHEDULE DEMO


    Roll Back Salesforce Metadata Deployments

    Roll Back Deployment

    The Metazoa Snapshot Change and Release Management product can automatically roll back Salesforce Metadata deployments to any previous state. This is a key technology for backing up and restoring an Org after undesirable customizations are detected. Salesforce administrators can see the differences in any Org over time, and restore the Org as needed.

    Roll Back Deployment

    Roll Back Salesforce Metadata Deployments

    Snapshot provides powerful tools for restoring a Salesforce Org to any previous state. You will need to be sure that your Org has a Time Series of metadata backups. This capability is easy to set up in the Snapshot product. When you need to restore Metadata to any Salesforce Org, the Roll Back Deployment dialog has options that make this automatic.

    The Roll Back Deployment dialog uses time series snapshot data to restore the destination org to an earlier date. Any one of the earlier snapshots can be selected as the source. The destination org can be refreshed and continually compared to the source until everything has been restored. The Calculate Differences button will calculate all of the differences in the source and destination org to assemble the Create and Delete Job List. In some situations, you will get better results with the Swap Create and Delete button. In that case, the time series of earlier Job Lists are merged and flipped. Often you will only need to restore some part of a deployment. This dialog documents all of the changes and the historical Job Lists in one interface. The menu at the top of the Roll Back Deployment Metadata dialog provides three options:

    • Validating Deployment – This option will check for errors without making changes. The deployment is simulated, and no changes are actually made to your Salesforce org. All success and error messages are displayed in the results box.
    • Transactional Deployment — This option will roll back all changes if there is an error. If there are any errors, the entire deployment is rolled back; otherwise all assets will be migrated. All success and error messages are displayed in the results box.
    • Partial Deployment — This option will change everything possible and ignore errors. Assets that cause errors are rolled back, but other assets continue to deploy unless there are cascading errors. This option is not available for production orgs.

    When you are deploying assets to a production org, you must use a Transactional Deployment. This option has the advantage of rolling back all changes if there is an error. Sometimes for more complex migrations, you will need to make multiple deployments.

    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.


    Continuous Integration With Salesforce and Github

    Continuous Integration

    Continuous integration is a software development practice in which developers regularly integrate their code changes into a source code repository. Automated builds and tests run before or after developers check in their changes. The Metazoa Snapshot Change and Release Management product provides CI tools for Salesforce administrators and developers.

    Continuous Integration

    Continuous Integration With Salesforce and Github

    Metazoa Snapshot provides sophisticated and flexible tools for continuously keeping Salesforce accounts, developer projects, and content repositories synchronized. A wide variety of different use cases can be implemented by simply connecting items on the desktop and turning on continuous integration. Developer projects and content repositories can be in either Metadata API or Salesforce DX format.

    There are two main styles of continuous integration to choose from. The first is triggered when the source Salesforce Org or developer project changes. In this case selected metadata types are moved from the source to the destination. The second watches for changes in deployment history. When a new deployment makes changes to the source Salesforce Org or developer project, then the same deployment is replayed to the destination.

    Your local Salesforce DX or Metadata API project can be optionally connected to a content repository. In this case, the editing tools for the local project are no longer displayed, because the source of the metadata files is now the remote repository. The project folder is still used to store a local copy of the files. Developers can switch the interface back and forth to work on the local project or the content repository as needed. When the project is connected to a content repository the files in the developer project will be replaced when a snapshot is taken.

    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 DEMO