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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!
# Metazoa Snapshot
## The easiest way to manage complex Salesforce orgs
Manage your org with clicks instead of code. Snapshot provides powerful tools that help Salesforce admins reduce technical debt, optimize security, improve compliance, become more productive, and lower the total cost of org ownership. Conquer complex orgs with our easy-to-use, drag and drop toolset.
## Metazoa Snapshot is the industry’s most comprehensive Org Management solution.
### Snapshot contains all of the functionality from our other products, and more!
### Technical Debt Removal
Over 50 reports include profiles and permissions, unused fields and picklists, Apex code coverage, PMD code quality, forgotten assets.
### Artificial Intelligence
Automate tasks with an intelligent assistant, engineer prompts and share with team members, explore the org with intelligent search.
### Documentation & Compliance
Generate schema and process reports, monitor org security and trigger alerts. Visualize org complexity with data dictionary.
### Relational Data Migration
Migrate related data between orgs. Seed sandbox data. Import CSV files. Scramble and transform fields. Prebuilt templates for CPQ, FSL.
### Change Impact Analysis
Browse metadata dependencies, create entity relationship diagrams, visualize the impact of metadata changes.
### Security Optimization
Generate permission matrix reports. View combined security reports by user. Bulk edit profiles and permission sets. Merge similar profiles.
### Release Management
Deploy metadata from sandbox to production. Compare metadata. Schedule deployment, rollback, and continuous integration.
### Org Split, Clone & Merge
Enable mission critical transitions such as corporate mergers and divestitures with dedicated tooling.
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## We built the first AppExchange application back in 2005
### Since then, Snapshot has become the gold standard for org management. Our customers know why:
"We provide fixed-price services to our customers, so the faster we can do our work, the more profitable we are. We have saved literally tens of thousands of dollars in consultant time since we purchased Snapshot!"
September Higham
“I have been extremely impressed with the solution and functionality. I have to say the support has been nothing short of impressive!"
"We have been using Snapshot for close to 10 years now. In my opinion, this is a must-have admin tool for larger or more complex orgs."
"Easy to learn product that makes data and metadata deployments incredible easy. The best part by far is the customer support."
"The application is super easy to use and navigate. Works great for banking and financial services. Our compliance manager loves the reporting ability as well."
"The product was easy to install and use, and the Metazoa team continues to offer training and support for anything and everything that I need."
"We've been using Metazoa for most of 2020 and it has been a life saver for time spent on moving metadata across our environments. Very easy to use."
"We were looking for a tool to help with our Salesforce org merger. Snapshot has the ability to visualize, check, deploy and rollback. All the bases are covered!"
"Snapshot can show you every piece of Metadata changed between two systems, or after a certain date, or by a certain user. With two clicks."
"Now they have Monarch, for moving data. All you have to do is select the parent, and the related records come across perfectly. Nothing is easier."
"This is truly an amazing tool that continues to play a vital role in our never ending endeavor of cleaning up our Salesforce org."
What Is My Return On Investment?
Snapshot helps lower the total cost of org ownership. The Ebook below looks at the return on investment that Salesforce customers can expect with Snapshot.
Download our Ebook and see how to maximize your investment!
# Monarch
## Relational data migration with powerful features
Monarch can migrate related data between Salesforce orgs, seed Sandboxes with test data, and backup data for archive and compliance. Advanced features include data scrambling, multiple matching fields, CSV import, and prebuilt templates.
## Monarch Makes Complex Data Migration Easy!
Monarch has a highly visual interface that makes complex data migration scenarios much simpler. Custom objects are a breeze to migrate, and Monarch automatically handles the special cases associated with migrating Standard Objects for you. And unlike any comparable product, Monarch features airtight security so that your Salesforce credentials and private data stay under your control.
### Visual Interface
Monarch makes complex data migration easy. Select prebuilt templates, match destination objects with multiple fields, maintain object relationships, compare dataset differences, import CSV files, and share datasets with your team.
### Maximum Security
Monarch is a desktop application that communicates directly between your personal computer and your Salesforce account for maximum security and data privacy. Your data stays under your control. There is no package to install.
### Powerful Features
Monarch uses the Bulk Data API for massive migration scenarios. Advanced features include parent selection, SOQL filters, multiple matching fields, data scramble, data transform, retry datasets, field truncation, dataset comparison, and CSV import.
### Prebuilt Templates
Monarch can automatically help you move complex related objects between Salesforce Orgs. The prebuilt templates include: Salesforce CPQ, Field Service Lightning, FinancialForce, ServiceMax, HealthCloud, Financial Services Cloud Government Cloud and more!
### Record Matching
Select parent objects by name, with interactive filters, or by SOQL string. Connect any number of related children to parents. Match destination objects with multiple fields, virtual IDs, and external IDs. Generate external IDs automatically for the source and destination org.
### Data Transformation
Monarch can scramble sensitive field values for a developer sandbox, and also transform data values to remap user names or picklist values. Object and field names can be remapped to migrate data between objects with schema differences.
### Migration Options
Powerful migration options include: field length truncation, comprehensive error logs, automatic retry datasets, and serial vs. parallel processing. Rules, triggers, and flows can be deactivated and reactivated automatically. Objects can be deleted before migration.
### Metadata Comparison
Our comprehensive dataset management interface can import/export CSV files, share datasets with team members, and compare different datasets. Dataset changes can be monitored over time and workflow alerts sent out when changes occur.
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Org Split, Clone or Reboot?
Snapshot has powerful tools that vastly simplify org splits, clones and reboots. This Ebook outlines the best practices for setting up the metadata deployment and data migration tools in Snapshot to tackle this difficult task.
Download our Ebook and see how to transform your org!
# Intelligent Assistant
## ChatGPT AI and prompt engineering for admins
Intelligent Assistant is your administrative thinking partner. Engineer prompts and share them with your team. Work with metadata assets in your org. Consult your intelligent assistant about best practices, Expand your team with artificial intelligence!
### Metadata Studio
Metadata Studio is the premier prompt engineering platform for Salesforce. Leverage hundreds of ready-made prompts or create your own and share them with team members. Create Apex Classes, document flows, build validation rules, write SOQL filters and more!
### Intelligent Search
Intelligent Search is your administrative thinking partner for org management. Focus on data, metadata, or best practices. Ask any questions about your org and get detailed advice. Intelligent Search automatically provides relevant grounding data while you chat.
### Metadata Integration
Metadata Studio and Intelligent Search are seamlessly integrated with metadata from your Salesforce org. Work with assets in your org, transform, create, and manage these assets, and then deploy them back into your org or save them as a file for release management.
### Prompt Exchange
Use our library of example prompts or create your own. Features include grounding data, best practices, and few-shot learning. Share prompts with your team or the Salesforce community! All prompts are extensively tested by Metazoa before inclusion in the example library.
Expand your team with Artificial Intelligence. Seamlessly work with all of the metadata assets in your org. Consult your Intelligent Assistant for step by step instructions and best practices. Share our extensive library of amazing prompts with Metadata Studio.
Intelligent Assistant is a desktop application that communicates directly between your personal computer and your Salesforce account for maximum security and data privacy. Your data stays under your control. There is no package install.
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* Instantly work with any org. There is no package to install.
* Run over 100 prompts for org management best practices.
* Integrate ChatGPT AI with the metadata assets in your org.
* Save changes back to your org or export assets for later.
* Intelligent Search automatically includes grounding data.
* Export Apex Code, Metadata Assets, and CSV Reports.
* Expand your admin team with an Intelligent Assistant!
# Documentation Center
## Document your org for audit, compliance, and governance
Documentation Center provides eight powerful reports including data dictionary, metadata dictionary, impact analysis, code quality, code coverage, fields vs page layouts, record types vs picklists, and controlling vs dependent picklists.
### Data Dictionary
The Data Dictionary documents over 200 object and field properties in a customizable color-coded report. This report also displays related metadata assets. This report combines multiple sources of information. Export CSV, HTML, PDF, and Excel reports.
### Org Dictionary
The Org Dictionary documents all 250 different metadata asset types in a customizable color coded report. All available metadata properties are supported, including complex structures. Export CSV, HTML, PDF, and Excel reports.
Predict the impact of org changes. Generate entity relationship diagrams. This report covers all 250 metadata types and over 1200 relationships. Browse metadata relationships. Visualize org dependencies. Debug and resolve deployment errors.
### Apex Code Coverage
The Apex Code Coverage report displays test results with color coded line by line details. Calculate aggregate code coverage for your org. Visualize covered and uncovered code sections by line. Export CSV, HTML, PDF, and Excel reports.
### Apex Code Quality
The Apex Code Quality report performs static code analysis with 60 different tests in 7 categories. Color code results for quick review. Tests include best practices, performance, and security. Export CSV, HTML, PDF, and Excel reports.
### Additional Reports
Report on fields versus page layouts for selected objects. Document picklist values across multiple record types. Detail the structure of controlling versus uncontrolled picklist values. Export CSV, HTML, PDF, and Excel reports.
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* Metazoa products instantly work with any Salesforce org.
* There is no package to install. Get started immediately.
* Desktop application delivers maximum security and performance.
* Paid upgrade required for some additional capabilities.
* Need more? Try Snapshot, our flagship product for org managment.
* Snapshot is on the AppExchange, start a 14-day free trial today!
# Org Security Center
## Explore profiles and permission sets with a visual matrix
Org Security Center provides six applications to manage permissions and improve security. Reports include profiles and permission sets, user permission assignments, user activity timeline, relationship hierarchies, Salesforce limits, and security health check.
### Profiles & Permission Sets
Document profiles, permission sets, and permission set groups with a visual matrix. The combined security reports show all assigned permissions by user. This report is vital for org security because the actual end user permissions are calculated.
### Permission Assignments
The User Permission Assignment application can be used to rapidly create profiles, permission sets, and permission set groups. You can bulk edit user permission assignments and merge similar profiles. Document all permissions with detailed reports.
### User Activity Timeline
The User Activity Timeline report documents all user interactions with an org over a given time frame. See which attachments or reports were downloaded. This application can be used to investigate data breach, insider threats, and malicious activity.
### Relationship Hierarchies
Explore the user role hierarchy. Color-code user roles by security status. Make quick changes with drag and drop. Export CSV, HTML, PDF, and Excel reports.
### Salesforce Limits
Generate the Salesforce limits report for any number of selected objects. Avoid running out of API calls and custom fields. Export CSV, HTML, PDF, and Excel reports.
### Security Health Check
Generate the Salesforce security health check report and download the results for security and compliance. Export CSV, HTML, PDF, and Excel reports.
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