Archive Metadata

Companies need to document their Salesforce Orgs for compliance, security, and governance. The Metazoa Snapshot Org 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.

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 Org 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.

Metadata Archive with Snapshot


Metadata Archive with Snapshot is a feature that enables users to capture and store a metadata state of their Salesforce organization. This is essential for various purposes such as documentation, compliance, disaster recovery, or backup. Moreover, it’s particularly useful for organizations that need to comply with regulations like HIPAA or SOX by maintaining historical records of their Salesforce configurations.

Creating a Snapshot

Snapshot allows users to capture the metadata of the Salesforce organization in a few simple steps:
  1. Within the Snapshot product, locate the desired item in the deployment pipeline.
  2. Right-click on the item and select “Take a Snapshot.”
  3. Log in to the Salesforce organization for which you want to capture metadata.
  4. Select the metadata types that you are interested in capturing.
  5. Take a snapshot.
Taking a snapshot creates a ‘metadata picture’ of the Salesforce organization at that particular point in time. This metadata picture is a single document that can be archived, turned into reports, or used for future deployments.

Scheduling Snapshots

In addition to manually taking a snapshot, Snapshot also allows users to schedule snapshots to be captured automatically at regular intervals. Here’s how you can schedule a snapshot:
  1. Within the Snapshot product, navigate to Schedule.
  2. Create a new recurring event, set the start date and time.
  3. Choose the frequency at which the snapshot should be taken (e.g., weekly).
  4. Save the snapshot to a Content Folder within your Salesforce account.
Setting up scheduled snapshots is useful for automatically keeping historical records without having to manually take snapshots each time.

Time Series Management

One of the advantages of using Snapshot is that it doesn’t overwrite the previous snapshots. Instead, it keeps all of them, allowing users to see a time series of metadata pictures. To manage and access these historical snapshots:
  1. Go to the “Manage Time Series” dialog within Snapshot.
  2. View the history of all the snapshots that have been taken.
  3. Select the snapshot that you are interested in.
  4. Once a snapshot is selected, all reporting will be based on the metadata state in that snapshot.

Utilizing Snapshots

Snapshots can be used for various purposes:
  • Viewing: Users can view the snapshots to analyze the metadata and understand how different assets were configured at different points in time.
  • Deployments: Snapshots can be used for deploying configurations to another Salesforce organization.
  • Backups and Compliance: Snapshots serve as a historical record that can be used for backup purposes or to ensure compliance with regulatory requirements.


Metadata Archive with Snapshot is a powerful tool that simplifies the process of capturing, storing, and utilizing the metadata states of a Salesforce organization. It is invaluable for documentation, compliance, disaster recovery, and backups. By utilizing the scheduling feature, organizations can ensure that they have regular metadata pictures available for any future needs.

Learn More!

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.

🎉 Congratulations! 🎉

You’ve successfully completed the Metazoa Metadata Studio Certification Class. With the skills you’ve acquired, you’re now adept at harnessing the power of Metazoa’s Metadata Studio, seamlessly integrating artificial intelligence into Salesforce org management. You have earned you a certificate! Well done, and we wish you continued success in your future endeavors!