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Metazoa Snapshot For Education

Snapshot offers educational organizations more than two dozen automated reports that greatly improve...

  • Release Management
  • Corporate Compliance
  • Governance
  • Security
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Metazoa understands that Salesforce customers in education deal with strict compliance and security regulation.

The demand to adhere to external rules and internal controls is extremely important, and the ability to track everything that happens in a Salesforce Org is imperative.

Dozens of Reports

Snapshot offers government organizations more than two dozen reports that greatly improve release management, corporate compliance, governance, and security. 

Multiple Formats

Reports are available in CSV, HTML, PDF, and XLSX format, and can be custom branded with a logo and other details. They can also be sent as email attachments or Chatter Content.

Automated Reports

Never spend time manually creating reports again! Snapshot reports can be scheduled and automated. Most reports have conditional triggers for when problems are detected.

Metadata Reports

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

Compliance Docs

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

Security Reports

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

Data Usage Reports

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

Education Use Case

Org merges are difficult in the best of times. Our customer, a large educational company, had an organically grown in-use Org which means the admin team has to keep a constant eye on changes in the source Org while continually moving changes till the freeze date. There is a need to migrate both metadata and data as part of the Org merge.

Challenges

Solution

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🎉 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!
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