Metazoa Snapshot For Financial Services

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

Biz Woolly - Finance Page

Metazoa understands that Salesforce customers in the financial services industry 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

Compliance Docs

Security Reports

Data Usage Reports

Financial Services Use Case

Enterprise financial services customers maintain stringent security requirements that have led to a lot of complexity in their profile and permission sets. They needed a way to better understand, edit, and maintain their security model as well as document it for compliance.

Challenges

Solution

Results

🎉 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!