Metazoa understands that Salesforce customers in the education sector are dealing with major changes to their 10 year plan and that digital transformation is no longer a nice-to-have, it is a must-have. The need for rapid delivery without failures is extremely important for the success of a digital learning environment Snapshot offers these organizations over two dozen automated reports that are hugely beneficial for release management as well as corporate compliances, governance and security. These reports are available in CSV, HTML, and PDF format. They can be branded with a corporate logo and additional information. They can be sent as email attachments or Chatter Content. All of these reports can be scheduled and automated. Many of them have conditional triggers and are sent out only when problems are detected.


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 customers Org merged involved moving metadata and data across production Org boundaries that invalidate traditional Salesforce toolkits. Additionally, this also necessitates the need for a tool that allows intermingling data and metadata to allow the migration team maximum flexibility with accomplishing this complex migration.

Given that the Org continued to be in use while this merge.

The typical spreadsheet solution was “too-little, too late” to meet the needs of the team.

Solution

Metazoa Snapshot offered a solution that combines both metadata and data migration capabilities. This meant the admin team could rapidly switch between Org configuration and data records that utilized this configuration to build up their merge solution instead of utilising a waterfall model.

Snapshot offered a flexible, scalable security editing feature set that the team is utilising to transform and merge configuration to fit into the destination Org’s processes and security setup.

Snapshot’s optimisation feature sets also offered an opportunity to leave behind a certain set of metadata and thus data records, that were no longer being utilised without jeopardizing the entire project.