Metazoa has released a great new FREE application on the AppExchange! Cascade can deploy metadata between any Salesforce Org, local project folder, or remote Git Repository. Cascade also supports collaborative Sprints and User Stories that streamline Org Management for teams of developers and administrators. Unlike other solutions, that can take months to configure and implement, Cascade works immediately with any Org, there is no package to install. Cascade is a desktop application that communicates directly from your personal computer to your Salesforce account, and because of this, Cascade is an inherently secure solution that never compromises your Salesforce credentials, data…


Our Snapshot product has over 40 special purpose reports that detail the complexity found in almost any Salesforce Org. The Data Dictionary Report documents Custom Objects and Fields with all of the information available from the Data, Metadata, and Tooling API. The Profiles and Permission Sets Report shows the inner structure of Org permissions and helps identify security problems. But what about the other 200 Metadata Types? Some of these asset types are both very complex and quite important: Custom Applications, Flows, Reports, Dashboards, and Workflows all come to mind. We have specific reports that cover certain use cases, but…


Profiles and Permission Sets determine what the Users in your Salesforce Org can see and do. Permissions must be managed carefully in order to ensure that Users can do their job effectively and that Org security is maintained. Salesforce is introducing exciting new technology in the Spring 48.0 release that will revolutionize how an Admin can organize the permissions in their Org. Permission Set Groups will allow Permission Sets to be grouped together and assigned to Users. This technology promises to reduce the dependence on Profiles and provide greater clarity and agility for all permission assignments. …


Salesforce DX is not just for developers! There are important features in Salesforce DX that every system administrator should know about. Some of the exciting new technologies associated with Salesforce DX include Developer Projects, Dev Hubs, Scratch Orgs, Source Tracking, and Unlocked Packages. Salesforce DX is way more than just a command line interface.

This blog will discuss how Salesforce DX and associated technologies can help administrators be more effective. We will also talk about how to coordinate Source Based application development and Org-Based release management. …


Many Salesforce developers and system administrators use the Metadata API to manage the change and release process for complex orgs. I was one of the first people to start using this API over 10 years ago when our Snapshot product was originally published. I really like the Metadata API, but anything this powerful is bound to have a few eccentric quirks and special use cases that need to be considered.

This blog covers some of the most common technical issues that a Salesforce developer or system administrator working with the Metadata API is likely to encounter. In particular, we are…

Bill Appleton

Bill is an expert on smart clients and API services. He is currently the CTO at Metazoa where he works on the Snapshot Org Management application.

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