Government organizations that rely on Salesforce can become vulnerable when things like poor system management practices, failed development projects, or disruptive administrative turnover take place. These problems tend to be the most severe in the oldest and largest Salesforce orgs, and can result in slow performance, reduced agility, sluggish adoption and IT/Business operations misalignment. The result of which is referred to as technical debt.

Organizations suffering from the effects of technical debt first require technical debt. Once identified, the technical debt then can be removed. Snapshot automates and streamlines this process. Getting rid of old, unneeded data is one of the most important things government organizations can do, as it is the key to keeping salesforce orgs operating efficiently, and error-free.


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

Frequent sandbox refreshes necessitate rapid sandbox seeding with both data and updated metadata. Complex hierarchical data-sets mean that repopulating sandboxes is expected to be highly regimented and error-free.

Compliance regulation expect santization of personally identifiable information(PII) to protect identifies without compromising on end user’s ability to obtain usable, relatable production data.

Organically grown Org expected multiple, overlapping metadata traps like validation rules, triggers, workflows, and duplicate rules that would fire notification when records are created/updated. These needs to be circumvented as part of the data migration.

Solution

Metazoa Snapshot offered Veterans Affairs an on-premise solution that assisted in maintain control over security credentials and data while facilitating the rapid organization and deployment of hierarchical datasets.

Snapshot’s ability to parse through metadata to construct complex object hierarchies with multiple branches while retaining parent-child relationships between and within an Object without any external server need meant rapid, accurate data migration.

Given Snapshot’s pre/post metadata manipulation that enveloped the data migration, the deactivation and activation of workflow, validation rules, triggers, and duplicate rules were accomplished with minimal human effort, thus maximizing administrator productivity.