1-833-638-2962  |  Support  |  Sales

1-833-638-2962  |  Support  |  Sales

Learn More

Metazoa Snapshot

Purpose-Built for Healthcare and Life Sciences

Snapshot delivers powerful automation and deep visibility to help healthcare and life sciences organizations maintain regulatory compliance, document change, reduce risk, enforce strong security controls, and manage complex Salesforce environments with precision.

  • Automated Compliance Reporting
  • Granular Security and Policy Enforcement
  • Zero Trust Architecture Protects Sensitive Data
Get It Now
Schedule Demo

Metazoa helps healthcare and life sciences teams meet HIPAA compliance and secure their Salesforce environments with confidence.

Meeting regulatory standards requires complete visibility. Snapshot gives healthcare and life sciences organizations the tools to track every change, document every asset, and maintain control across multiple Salesforce environments.

HIPAA Compliance and Audit Readiness

Healthcare and life sciences organizations must meet strict regulatory requirements, including HIPAA, HITECH, and FDA 21 CFR Part 11. Snapshot provides automated reports that document metadata structure, user access, configuration changes, and security settings. These reports help ensure that compliance documentation is accurate, complete, and always available for audits or internal reviews.

Permission and Access Control Security

Snapshot provides detailed visibility into how users access sensitive data through profiles, permission sets, and sharing rules. Snapshot supports the transition away from legacy profiles by enabling bulk editing, permission set assignment, and intelligent profile merging. These capabilities help enforce least-privilege access and align with Zero Trust security models in regulated environments.

Centralized Governance Across Complex Environments

Many healthcare and life sciences companies manage multiple Salesforce orgs across different business units, regions, or research areas. Snapshot helps teams understand the structure and behavior of each environment by revealing metadata relationships, automation dependencies, and asset usage. This supports better oversight, collaboration, and long-term maintainability.

Technical Debt Removal and Org Optimization

Legacy configurations, unused customizations, and outdated automation can increase the risk of errors and slow down innovation. Snapshot identifies obsolete metadata, inactive fields, redundant picklists, and aging Apex code. Cleaning up these elements improves performance, simplifies administration, and ensures the environment is ready for future growth and compliance needs.

Healthcare & Life Sciences Case Study

Healthcare and life sciences organizations must comply with strict regulations while managing sensitive data, complex automation, and evolving business requirements. Maintaining visibility and control across Salesforce environments is essential for meeting standards such as HIPAA, HITECH, and GDPR. This use case highlights how a global pharmaceutical company used Metazoa Snapshot to automate compliance reporting, reduce technical debt, and securely clone Salesforce orgs during a high-pressure divestiture without disrupting operations or compromising data integrity.

Challenges

A global pharmaceutical company managing multiple Salesforce orgs faced a high-stakes divestiture project under an aggressive timeline. The team needed to separate business units without disrupting ongoing operations or violating strict compliance regulations such as HIPAA. Complex metadata, legacy configurations, and limited visibility into automation created significant risk.

  • Compliance Documentation Gaps
    Manual processes made it difficult to document object-level automation, field configurations, and sharing rules. There was no centralized reporting system to support internal audits or ensure validation readiness.
  • Urgency Around Org Cloning
    The company needed to clone multiple Salesforce orgs quickly and accurately. Metadata complexity, automation interdependencies, and risk of data loss threatened both the timeline and operational stability.
  • Widespread Technical Debt
    Years of customization had introduced excessive Apex classes, obsolete fields, redundant picklists, and outdated metadata. These issues made cloning risky and put the orgs near Salesforce platform limits.

Solution

To meet these challenges, the company deployed Metazoa Snapshot as a unified solution for secure, compliant, and efficient org management.

  • Automated Compliance Documentation
    Snapshot generated scheduled reports on Custom Objects, Flows, Sharing Rules, and field-level security. These reports supported HIPAA and internal compliance frameworks, giving auditors and stakeholders a reliable view of the system.
  • Secure, High-Fidelity Org Cloning
    Snapshot enabled the customer to clone three Salesforce orgs with full metadata fidelity. This ensured that all configurations, automations, and access settings were preserved, reducing UAT cycles and maintaining business continuity throughout the divestiture.
  • Technical Debt Elimination
    Using Snapshot’s Forgotten Assets and Code Quality reports, the team identified unused metadata and excessive Apex code. This allowed them to clean up the environment, avoid platform limits, and simplify post-clone maintenance.
  • Zero Trust Security Model
    Snapshot runs entirely within the customer’s own infrastructure. No metadata or data leaves the environment, making it an ideal solution for pharmaceutical companies operating under HIPAA and strict data governance policies.

Results

By using Snapshot, the customer successfully navigated a complex divestiture while maintaining compliance, stability, and operational continuity.

  • Compliance Assured
    Automated documentation and audit-ready reports gave stakeholders confidence in the accuracy and integrity of the environment.
  • Business Continuity Maintained
    The team completed the divestiture on time without disruption to daily operations, supported by secure and accurate metadata cloning.
  • Environment Modernized
    Technical debt was reduced across all cloned environments, improving performance and reducing long-term administrative overhead.
  • Data Governance Preserved
    Snapshot’s Zero Trust architecture ensured that all sensitive metadata and configuration data remained fully under the customer’s control.

Healthcare and Life Sciences Case Study

Snapshot helps healthcare and life sciences organizations meet regulatory requirements, protect sensitive data, and manage complex Salesforce environments. See how a global pharmaceutical company used Snapshot to support HIPAA compliance and maintain business continuity during a major divestiture.

Download

Join thousands of admins

0 M

Snapshots

0 M

Deployments

0 M

Reports

Get It Now

White Papers

White Papers

White Papers

COMPANY

COMMUNITY

Products

© 2018-2024 Metazoa. All rights reserved. Proudly made in California

🎉 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!
Close