Metazoa Snapshot

Purpose-Built for Government & Public Sector

Snapshot delivers powerful automation and deep visibility to help government agencies modernize legacy systems, meet regulatory mandates, strengthen security, and manage complex Salesforce environments without compromising data residency or operational control.

Snapshot helps government agencies manage complex Salesforce environments and meet strict security requirements with confidence.

Public sector organizations must protect sensitive data, ensure audit readiness, and maintain full control over their systems. Snapshot provides the tools to manage permissions, document change, and enforce policy, while keeping all data and metadata securely within the agency’s environment.

Regulatory Compliance and Audit Readiness

Snapshot generates detailed reports that support internal reviews and external audits. Government teams can track configuration changes, document metadata assets, and maintain accurate records aligned with agency policies, legislative mandates, and IT governance standards.

Security Oversight and Access Management

Snapshot provides full visibility into user access across profiles, permission sets, and sharing rules. Agencies can evaluate access levels, identify misconfigurations, and strengthen their security posture in accordance with Zero Trust principles and public sector requirements.

Operational Control Across Complex Environments

Snapshot helps public sector organizations manage large and distributed Salesforce environments. It reveals metadata relationships, highlights unused assets, and clarifies how automations, page layouts, and data models function. Snapshot supports informed decisions and consistent oversight.

Technical Debt Reduction and System Modernization

Snapshot identifies legacy metadata, inactive fields, redundant components, and oversized Apex classes. By removing technical debt, agencies can improve performance, simplify administration, and prepare systems for long-term sustainability and modernization efforts.

Public Sector Case Study

Government agencies operate under strict mandates for data protection, security, and regulatory compliance. Visibility into metadata, control over user access, and the ability to modernize legacy systems are essential for operational integrity and audit readiness. This use case highlights how a state government agency used Metazoa Snapshot to improve security, streamline development workflows, and reduce technical debt while meeting strict data residency requirements by keeping all analysis and metadata within their protected environment.

Challenges

A state government agency with thousands of Salesforce users and hundreds of custom applications faced growing pressure to modernize their platform while maintaining full control over sensitive information. They needed to improve security posture, accelerate release cycles, and reduce technical debt without moving any data or metadata outside their network.

  • Data Migration Bottlenecks
    Seeding sandboxes with representative but anonymized data was slow and inconsistent. Development teams needed better tools for test data management, and the existing release process delayed delivery.
  • Security and Access Risks
    Inactive users remained connected to the org, permission models were outdated, and Apex code quality had degraded over time. These issues made it difficult to meet audit requirements and adopt a Zero Trust security posture.
  • Technical Debt Overload
    The agency was burdened with oversized Apex classes, obsolete dashboards and reports, and unmanaged picklists, which reduced org performance and increased deployment risk.

Solution

To meet these challenges, the agency deployed Metazoa Snapshot to gain visibility, reduce complexity, and ensure secure, policy-compliant operations.

  • Streamlined Data Management and Release Workflow
    Snapshot automated sandbox seeding, generated scrambled data for testing, and simplified deployment steps enabling faster, safer releases and improved development efficiency.
  • Security Optimization and Access Control
    Snapshot identified inactive users, mapped security configurations, and provided visibility into profiles and permission sets. Apex code was analyzed and improved, allowing the agency to align with internal security policies and audit expectations.
  • Technical Debt Cleanup
    Using Snapshot’s metadata analysis reports, the team removed unused dashboards, redundant picklists, and obsolete fields. They also resolved Apex class size issues, making the org more manageable and resilient.
  • Zero Trust Architecture Preserved
    Snapshot runs entirely inside the customer’s infrastructure, with no external cloud or storage dependencies. This allowed the agency to meet state-level data residency laws and internal data governance standards without compromise.

Results

With Snapshot in place, the agency improved system performance, strengthened security, and modernized their Salesforce environment while keeping all sensitive assets under full control.

  • Audit-Ready Compliance
    Detailed, automated reports gave the agency a clear view of metadata, automation, and user access, supporting internal reviews and regulatory audits.
  • Improved Development Agility
    Faster sandbox preparation and simplified deployment processes allowed development teams to deliver changes more efficiently.
  • Security Posture Strengthened
    The agency removed inactive users, improved access control, and remediated legacy code, reducing risk and aligning with Zero Trust strategies.
  • Data Residency Fully Enforced
    Snapshot ensured that all activity remained within the protected environment, fulfilling the agency’s data residency and governance requirements.

Public Sector Case Study

Snapshot helps government agencies improve compliance, strengthen security, and manage complex Salesforce environments while meeting strict data residency and policy requirements. The case study below shows how one state agency used Snapshot to modernize their org, reduce risk, and maintain full control over sensitive data. Learn more about Snapshot for Public Sector teams!

🎉 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!