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.
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.
Here are some helpful links with more information about archiving metadata:
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.