Introducing Metazoa Smart Deploy

Introducing Metazoa

Smart Deploy

DevOps is focused on moving lots of assets quickly between different Salesforce Orgs. DevOps does a good job of supporting Salesforce Developers working in continuous integration environments. Developers tend to focus on a handful of Metadata Types such as Apex Classes, Lightning Pages, and Custom Objects. Developers tend to be focused on the application they are building or the code they are writing.

But Salesforce Administrators have a broader responsibility to manage the release cycle, customize the Salesforce CRM product, and implement corporate policies. They need to look at all 250 Metadata Types in order to manage the Org effectively. Administrators focus on the content being deployed rather than the number of deployments. Technical debt, compliance, optimization, cleanup, and security are major parts of an Administrators job.

The Metazoa Snapshot product has always had great deployment tools on the one hand, and dozens of vital reports on the other, but these capabilities were somewhat isolated. Now with the introduction of Smart Deploy, busy Administrators can see problems in a report and then instantly launch deployment tools to resolve the issue. This is a game-changing capability because now the visualization of Org content is directly coupled with state-of-the-art deployment tools. This is a new kind of deployment technology focused on Org Management.

Field Usage Report

Take for example the Field Usage Report. This report will analyze any selected Object and generate comprehensive information on Usage for each field. The number of empty values, the number of distinct values, the field creation and modification dates, and all compliance information are displayed. Now with Smart Deploy you can edit compliance information for any field. Simply click the “Edit Compliance” button to get started. For example, you might mark an unused field as a Candidate for Deprecation.

On the Display Report tab, you will see all of the selected Objects and the used and unused fields. If you click the ‘Smart Deploy” button at upper right the deployment interface is launched with all of the unused fields already added to the Delete Job List. You can select which Custom Fields to delete from the current Org, or just save the Job List for later deployment.

The ability to generate the Delete Job List is available for the Field Usage Report, Last Activity Date Report, and the Forgotten Assets Report. Here is a link to a movie of Smart Deploy in action for the Field Usage Report:

https://www.youtube.com/watch?v=RsNssFC5dN8

Forgotten Assets Report

The Forgotten Assets Report now contains an extremely powerful Smart Deploy interface. This report allows you to select dozens of Metadata Types and discover which ones are inactive, disconnected, no longer in use, or not properly configured. The Display Report tab shows all of these forgotten assets. Click the “Smart Deploy” button, and you are instantly in the deployment interface with these assets added to the Delete Job List. You can decide which assets actually need to be deleted at that point.

Here is a link to a movie of Smart Deploy in action for the Forgotten Assets Report:

https://www.youtube.com/watch?v=qKJFMCWKxUE&t=31s

View Profiles

Let’s take a look at one more place where Smart Deploy comes in handy. The View Profiles and Permission Sets interface has powerful tools that enable the bulk editing of Profiles and Permission Sets. You can edit the permissions for Apex Class Accesses, Apex Page Accesses, Application Visibility, Custom Metadata, External Data Sources, Field Permissions, Flow Accesses, Layout Assignments, Object Permissions, Record Type Visibility, Tab Visibility, User Permissions and Custom Permissions. Now with Smart Deploy, you can instantly deploy these changes as well. After editing various permissions, click the “Smart Deploy” button and the permissions that you changed will be automatically added to a Create Job List when the deployment interface is launched.

Here is a movie that shows how Profile Editing is enhanced with Smart Deploy:

https://www.youtube.com/watch?v=62TfQWf1tLs

Smart Deploy works a little differently when you are creating new assets instead of just deleting them. When you click the “Smart Deploy” button, a new Snapshot is created behind the scenes with all of your edits. That Snapshot will become the source for your deployment. The destination Snapshot will be the original one that you started with. This is very convenient because all of your edits are saved in the new current snapshot, but the original unchanged snapshot is still available as a backup. If you open the Manage Time Series interface you can target the backup or delete the new Snapshot, etc.

The first tab in the View Assets interface also supports Smart Deploy. You can navigate to this tab and create, delete, or otherwise modify any of the assets in the Snapshot. When you click the “Smart Deploy” button all of your edits are saved to the newly created Snapshot as discussed above. Look for more and more Metazoa Reports and interfaces to feature Smart Deployment capabilities in the future! We are working hard to make Org Management as easy and powerful as possible.

 

Bill Appleton
CTO Metazoa


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VIP(s) Showcase - Meet Deepa Patel and Eric Dreshfield

2020 has been a memorable year for all of us. From the start of a global pandemic to the Black Lives Matter Movement and the election of a new president, there has been an abundance of change. With all that’s going on, we felt it necessary to bring you a special edition of our VIP Spotlight, which focuses on two incredible individuals who are working to facilitate meaningful conversations about social justice issues within corporate America through their new podcastUntold Stories – No Longer Untold.” 

We first met show hosts Deepa Patel and Eric Dreshfield the way all good Salesforce professionals meet, through the Salesforce ecosystem. Deepa is a Metazoa VIP, and is a consultant that utilizes Metazoa Snapshot for her clients. Eric is an all around Salesforce mover and shaker, whose initiatives Metazoa helps sponsor. 

Deepa has made a name for herself within the Salesforce ecosystem by starting the Salesforce Certification study group and writing her own book Beyond CRM Basics – An MVP Guide To Expand Your Knowledge And Grow Your Career. Eric is best known for launching Midwest Dreamin’ and starting the Southern Indiana Salesforce User Group, now called the Evansville Admin Group. Deepa and Eric have been Salesforce MVPs since 2012 and 2013 respectively, and both have spoken at Dreamforce multiple times. If they aren’t in your contacts list, these are two people you need to get to know…    

We recently sat down with Deepa and Eric to learn more about their stories, their new podcast and what prompted them to take up the fight for social justice; giving a voice to those who do not always have one.

Meet Deepa Patel and Eric Dreshfield  

In a world where Uganda-born women usually don’t dominate the Business and Technology Consulting, Project Management, and Software Sales professions, Deepa has had over thirty years of successful professional growth. All this despite some of the sexism, nepotism, ageism and workplace microaggression she has experienced.

Knowing she is not the only one that has faced these obstacles, Deepa was inspired to create a platform where others could safely and anonymously share their stories without fear of retaliation. Her hope is that having conversations about these issues will create more solutions, and help others remedy their own difficult situations.

When brainstorming ideas and potential partners for the podcast, Deepa could think of none other than Eric Dreshfield as the perfect compliment to be a part of

this passion project. Eric currently serves as Product Marketing Manager at ActiveCampaign, managing its relationship with Salesforce as a company and as a community. Eric has years of experience in business intelligence. 

Deepa, who moved to the United States from India 34 years ago, and Eric, living in Indiana since 1999, have been a part of the Salesforce ecosystem for more than ten years. At a Salesforce event in 2012, they instantly connected through their similar interest, and love of all things Salesforce. 

When Deepa called Eric to pitch the podcast idea, he was immediately in, without hesitation.. And so began the journey of Untold Stories – No Longer Untold.” 

While both Deepa and Eric have been guests on podcasts, neither had produced their own until now. As hardworking, committed individuals eager to make a difference, this did not inhibit them one bit.

“Our first podcast that we recorded, both of us failed miserably [. . .] we had too much written down, so we did it all again, scrapped all the notes, and just had a conversation, and it turned out great,” Eric said.

Many of the skills they have built up over time came into play for the project. As an artist, Deepa was able to take on the branding work using her photoshop skills. Eric was able to leverage his connections from organizing the first Midwest Dreamin’ to find sponsors, Midwest Dreamin’ and Metazoa being two of them.

After a little trial and error, the duo’s introductory podcast aired on November 14, 2020. It was a smashing success for a first run, and the next episode will air in the middle of December. The greatest takeaway from the podcast, to make change.

“If you want change, you have to bring awareness,” Deepa said. “We know that this exists, but no one wants to talk about it. If we can start this conversation and b
ring this awareness, like how the Black Lives Matter Movement started, this will create a desire for change, more than what is now. If the goal is to change, we must start with awareness. And if we can influence this, I feel like I’ve done something good for someone else.”

The podcast is not Deepa’s first rodeo as a social justice warrior, however, she has always been dedicated to helping the community and has worked for the non-profit organization, National Multiple Sclerosis Society.

This podcast’s topic hits home for Eric as well; he has a personal connection to diversity through his family of three daughters and two granddaughters. Eric also has a special connection to Project Night Night, an organization that provides childhood essentials to homeless children, and he supports this cause often.  

Deepa and Eric take pride in their partnership through this experience, and both have unequivocal passion for what is to come.

“This is not going to happen overnight [. . .] Eric and I will keep at it over and over again,” added Deepa.

Both show hosts describe the process as an incredible learning journey. Short-term goals for the podcast include engaging a bigger audience and finding annual sponsors. And, at some point, the show hosts would love to do a TED Talk. No matter what, for both individuals, the most important thing is to not give up.

“Who knows what tomorrow will be like; maybe we’ll be successful, maybe we won’t, but at least we have started the conversation for change,” said Eric.

Passionate and driven, these VIPs are the perfect team to take up the gauntlet and inspire change. We are rooting for you Deepa and Eric!

To support the movement for change, check out: https://nolongeruntold.com/ or stream on Apple or Google podcasts.

 


The Quarterly Snapshot #5

Newsletter – Issue 5- January 2021

To say that 2020 was a crazy year is an understatement, but we made it to 2021! And for that, we are all very thankful.

But 2020 wasn’t all bad…. As the world continued to grapple with COVID and social justice issues, the team at Metazoa stayed the course and finished work on several major initiatives. Not only did we launch a new turn-key service offering for things like technical debt removal and Org clones, splits and merges, we also introduced some new feature-sets for Snapshot as well – including User Connection Cleanup and User Stories.

And if that wasn’t enough, we also introduced our very own certification program. Salesforce Admins and other professionals can now become Snapshot Certified! It is the only certification program designed specifically for Salesforce professionals that want to master skills related to Org management, technical debt removal and more. BitRebels featured the program as one of the three must-have certifications for Salesforce Admins.
Despite all this activity, however, we were still able to connect with all our friends, old and new, during DreamTX. It was a warm reminder of everything we love about the Salesforce ecosystem and Dreamforce, which we know will be back bigger and better next year. I would love to hear from you if you are planning to attend? It’s never too early to plan ahead!

Connections are important, and as we head into a new year with renewed optimism, I want to share just how thankful all of us at Metazoa are for you. Without our customers, and our Salesforce friends and family, we wouldn’t have been able to create all the wonderful things I have mentioned in this note. We are thankful for that work, and we hope that we can all thrive in this new year.

However, as 2021 gets underway, let’s not forget the lessons of 2020. We are all in this world together, so let’s be kind to one another and do our best to help those less fortunate. Technology is a great way to empower those that are underserved, and that’s why our leadership is taking an active role in Pep-Up Tech, both through mentorship and sponsorship. We hope you will consider joining too!

Another great cause is Project Night Night. We recently sponsored the Virtual Dreamforce Newbie Breakfast, which supports this is a great cause. Like Pep-Up Tech, Project Night Night is well worth supporting.

Wishing all the best to you and yours!

Metazoa CEO and Co-Founder

Upcoming Events

Metazoa Live presents The Reset Button!

The Reset Button is a monthly, 45-minute virtual fireside chat that offers an informative, opinionated, and often provocative look at life under the glass ceiling. Each episode features change-makers and status quo-shakers as they offer fellow Salesforce aficionados insights from their personal experience on how to get ahead, and stay motivated and energized as we move society forward.

Join us each month as we grow our community of ecosystem innovators focused on building inclusive environments that embrace diversity, foster opportunity, and make this world of ours a better place.

The Reset Button is presented in a fun, conversational manner. No slide decks, no filters and anything goes… Well, almost anything!

Don’t miss an episode! Prizes will be given to the first 10 that join live!

Sessions:

January 26thBreaking Down Barriers, Finding Success as an Entrepreneur with Jennifer Mercer, Metazoa CEO, and co-founder

March 2ndUntold Stories no Longer Untold with Deepa Patel and Eric Dreshfield

March 30thHow to Take Your Admin Career to the Next Level with Emma B.F.

April 26thHow to Build Your Brand Virtually with Karen Mangia

Learn more about The Reset Button

Past Events

Aug 13thDes Moines, IA User Group, Managing Profiles and Permission Sets with Tom Appleton
Aug 18th – Birmingham Alabama Admin User Group
September 9-10thSAAS NORTH Conference, Case Study: Two Founders who Bootstrapped with Revenue Financing as an alternative to VC, with Jennifer Mercer. 
September 10thEvansville, IN Admin User Group
September 10th – Philly User Group
September 14th – Northeast Dreamin
September 16th – Greenwood Village, CO User Group
September 24th – Salesforce Developer Group, Omaha
September 30th – Oct 1st  – Ascent Conference Ascent Conference: The Benefits of Bootstrapping with Jennifer Mercer (*)
October 19th – Salesforce Developer Group, Oklahoma City
October 27thSalesforce Shared Discovery Webinar Series: Demand Generation for AppExchange Partners
November 10thSalesforce Princeton Women in Tech Group
November 18thAustin, TX Developer Group Passcode: V%q9LVL3

VIP Spotlight

 

With all that’s going on, we felt it necessary to bring you a special edition of our VIP Spotlight, which focuses on two incredible individuals who are working to facilitate meaningful conversations about social justice issues within corporate America through their new podcast “Untold Stories – No Longer Untold.”

We first met show hosts Deepa Patel and Eric Dreshfield the way all good Salesforce professionals meet, through the Salesforce ecosystem. Deepa is a Metazoa VIP, and is a consultant that utilizes Metazoa Snapshot for her clients. Eric is an all-around Salesforce mover and shaker, whose initiatives Metazoa helps sponsor.

Meet Deepa Patel and
Eric Dreshfield

We recently sat down with Deepa and Eric to learn more about their stories, their new podcast and what prompted them to take up the fight for social justice, giving a voice to those who do not always have one.

Read our blog to learn more about these two and their amazing endeavor.

Learn more about our VIP’s

Get Snapshot Certified

 

If you haven’t heard the news already, you’ll be excited to know that we’ve recently launched our very own certification program for Salesforce professionals looking to master Metazoa Snapshot. The new Snapshot Certification program is a three-part virtual course designed to teach participants how to better manage Salesforce orgs with Metazoa Snapshot. By completing the certification program, professionals have a way to showcase that they understand how to execute some of the more complex aspects of org management and maintenance.

The certification program is FREE for Metazoa VIPs and Metazoa Snapshot customers and is being offered to all others for $150 per participant for a limited time. The standard rate of $200 per participant will soon apply.

Don’t miss your chance to become Metazoa Snapshot certified, register today!

Get Certified

New and Improved Features

User Stories – Role-based DevOps process:

  • Define sprints and associated user stories
  • Assign user stories to designated users to implement new and improved features
  • Associate Salesforce metadata to user stories to track conflicts
  • Resolve conflicts across orgs manually or automatically
  • Define pre and post deployment tasks to handle manual tasks
  • Deploy and track changes across org using a single pane of glass reporting through Salesforce reports and dashboards

Append Snapshot to patch a snapshot instead of creating a brand new snapshot

Instead of creating a new snapshot (aka metadata backup) when an asset has been added/ updated to an Org, you can simply use the Append Snapshot to update an existing snapshot to move fast and continue on with your release.

Improved reporting to rollback User Connection Cleanup changes

User Connection Cleanup and Merge Profiles make direct changes to the designated Org utilizing the REST API instead of the two-stage validate/ deploy process utilized for other metadata. To provide disaster recovery and rollback capabilities, you can document changes as they are being made to the Org through this change.

Expanded coverage of standard Tabs during metadata capture

Improved Flows metadata capture to deploy either active or latest version as defined by the user

Estimation of data sizes to accommodate Developer and Developer Pro Orgs during data migration

Given the limited Org sizes in Developer and Developer Pro Orgs, there was a popular request to estimate the data sizes and potentially modify before building the data. You demanded, and we delivered. You can estimate the data sizes, filter Parent objects, limit the child Objects, and comfortably stay within the preferred limits using this change. Use the Estimate Dataset Size to run the estimation in the Select Children tab of the Build Datasets.

Coming Soon

  1. Major UI refresh to match Lightning

  2. Salesforce Metadata API V50 upgrade

  3. Customer360 integration

  4. Sharing Rules documentation

Did You Know?

Snapshot has so many amazing features that we wanted to make sure you know about some of our fan favorites, so each quarter, we will highlight one or two features in the “Did you Know” section of our newsletter.

Did you know about Documenting Role Hierarchy?

Snapshot provides various Profiles and Permission Set focused documentation. Through these reports, you can document how your metadata is secured in an expeditious and optimized fashion. But, what about your data security? Snapshot has you covered there as
well. Check out the Relationship Hierarchies report. To start with, you can view and edit your Role hierarchy in a Tree View or a List View. And I did say documentation, didn’t I? So, mosey over to Select Reports… Check out the Roles and User Count to see User counts assigned to various Roles. Or the Roles and User Names if you want to get the actual users assigned to them.

While you are at this, check with your favorite Support rep about the Sharing Rules documentation to trial run that as well.