Compliance Documentation

  • Time Series Snapshots
  • Deployment History
  • Comparison Reports
  • Time Series Differences
  • Metadata Differences


Metadata Reports

  • Asset History
  • Similar Assets
  • Data Dictionary
  • Relationship Matrix
  • Fields Vs Page Layouts
  • Record Types Vs Picklists
  • Controlling Vs Dependent Picklists

Metadata Reports

  • Asset History
  • Similar Assets
  • Data Dictionary
  • Relationship Matrix
  • Fields Vs Page Layouts
  • Record Types Vs Picklists
  • Controlling Vs Dependent Picklists


Data Usage Reports

  • Field Usage
  • Picklist Usage
  • Last Activity Date
  • Apex Code Coverage


Security Reports

  • Record Level Security
  • User Activity Timeline
  • Security Health Check
  • Profile and Permission Sets
  • Combined Security

Security Reports

  • Record Level Security
  • User Activity Timeline
  • Security Health Check
  • Profile and Permission Sets
  • Combined Security


Challenges

  • Our customer needed a developer and environment engineer to be able to share management of a build. Change Sets, while nice, are not complete enough and they found them as solutions for small instances.
  • Our customer not only needed to deploy metadata changes on the fly but also to schedule them. Also, Sandbox reporting was critical.
  • They needed a centralized toolset to manage a broad range of sandbox instances that could handle complex situations, so environment engineer can interrogate sandbox changes as well as maintain builds.

Solution

  • Snapshot was able to give our customer a core toolset to handle a wide range of sandbox instances, with reporting and build management. the toolset allows for a very flexible and intuitive approach to managing sandboxs and builds on the Salesforce platform, while retaining build information for a longer period of time.
  • Snapshot provides an agnostic way of managing across multiple of sandboxes and is flexible enough to manage build/product release while handling administrative and reporting tasks.