Path to a Clean and Secure Org Series 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 the webinars will be at 10:00 a.m. Pacific time.  You do not want to miss these informative series!


9/15/2020 – User Connection Cleanup:  Did you know that Inactive Users can still be connected to many important systems in your Salesforce Org?

Now Snapshot has a new report that 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.

In this webinar, you will learn all about this new feature!

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9/22/2020 – Eliminate 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.
  • Leveraging Snapshot’s deployment tools to rapidly delete unused metadata and save a backup for rollback or disaster recovery

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10/13/2020 – Identify 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
  • Leveraging Snapshot to manage/ replace/ delete these unexpected connections to achieve better data integrity and security

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11/3/2020 – Migrating 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
  • Remap objects and fields to assist Org migration needs

12/1/2020 – Leveraging 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 featureset. Topics include:

  • Defining sprints, user stories and tasks
  • Identify development collisions and merge/ resolve conflicts
  • Deploy a cohesive deployment package with full and partial rollback capabilities


Starts On

August 25, 2020 - 10:00 am

Ends On

December 1, 2020 - 11:00 am

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