Features

The number one choice for change and release automation

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Visual Layouts

  • Layout reinforces logical structure of accounts and metadata flow.
  • Create items for developer projects, sandboxes and production accounts.
  • Take metadata snapshots to view and report on any of the items.
  • Connect items with deployment arrows to compare or move metadata.
  • Connect items with continuous integration arrows to deploy changes.

Metadata Snapshots

  • Capture time-series metadata from any Salesforce account.
  • Store snapshot in repo or send to admins for compliance and backup.
  • Push metadata from any snapshot into another account.
  • Use saved snapshots for backup and metadata rollback.
  • Compare snapshot changes between orgs or over time.
  • Run sophisticated metadata reports on saved snapshot files.

Developer Projects

  • Clone developer repositories from Git, SVN, or any other source.
  • Convert Salesforce DX projects into metadata snapshots.
  • Convert free-form folders full of asset files into metadata snapshots.
  • Connect developer projects to sandboxes and production orgs.
  • Everything can be automated.

Metadata Comparison

  • Analyze differences between sandbox and production.
  • Analyze differences in the same account over time.
  • Analyze differences before and after developer project.
  • Highly visual and interactive difference analysis tools.
  • Save comparisons as detailed HTML, CSV, or PDF reports.
  • Set up automated reports triggered by metadata changes.

Deployment Tools

  • Review deployment history and Setup Audit Trail before push.
  • Manage, search, and merge previously used job lists.
  • Select related or different objects, and see detailed differences.
  • Use metadata transforms and cleanup to reduce errors.
  • Set up automated deployments, quick deploy, and account rollback.
  • Document deployment history with custom objects.

Metadata Reports

  • Asset History
  • Similar Assets
  • Data Dictionary
  • Relationship Matrix
  • Fields Vs Page Layouts
  • Record Types Vs Picklists
  • Controlling Vs Dependent Picklists
  • Branded reports are in CSV, HTML or PDF format and can be automatically saved in content repos or sent to administrators.

Data Usage Reports

  • Field Usage – shows most and least popular data values.
  • Picklist Usage – shows most and least popular picklist values.
  • Last Activity Date – find stale reports, dashboards, and email templates.
  • Apex Code Coverage – view coverage metrics across Apex Classes and Triggers.
  • Branded reports are in CSV, HTML or PDF format and can be automatically saved in content repos or sent to administrators.

Security Reports

  • Record Level Security – see all user access to any set of objects.
  • User Activity Timeline – see all user activity in account over time.
  • Security Health Check – monitor org for security and compliance.
  • Profiles and Permission Sets – view combine profile + permission sets.
  • Branded reports in CSV, HTML or PDF format and can be automatically saved in content repos or sent to administrators.

Branded Reports

    • Include a branded logo and description on any HTML or PDF report
    • Show a custom image logo with a link along with other company information
    • System Integrators can brand reports for the customers
    • Salesforce Administrators can brand reports for their company