Metazoa is a software company dedicated to publishing powerful Org Management applications within the Salesforce ecosystem. One of our flagship offerings, Snapshot, has traditionally focused on removing technical debt, generating compliance documentation, and optimizing security permissions. In doing so, Snapshot leverages Salesforce’s Metadata and Tooling API to provide administrators with an in-depth view of their org’s complexity, helping them identify potential issues and streamline their operations.
Our initial technical debt tools primarily examined quantitative metrics, such as usage frequency or creation dates, to highlight potential areas of improvement. Meanwhile, comprehensive compliance documentation was generated to showcase security settings, configuration, and best practices, giving administrators a clear roadmap for ongoing maintenance. As Salesforce environments grow over time, administrators often struggle to achieve high-level data quality, which requires efficient strategies to detect and remediate issues.
However, the emergence of Artificial Intelligence (AI) has dramatically boosted these capabilities. By providing a more qualitative dimension to org management, AI can now identify assets that violate corporate guidelines, break government regulations, or compromise security. Beyond detection, it can even rewrite problematic assets to address issues at their roots, thus offering more holistic and comprehensive org optimizations. This development presents a fundamental shift in how data quality is ensured, enabling Salesforce administrators to adopt entirely new methods of diagnosing and revitalizing their Salesforce environments.
Introducing Metadata Studio and Intelligent Search
In response to this qualitative revolution, Metazoa has introduced two additional tools:
- Metadata Studio: A prompt engineering platform that leverages grounding data and few-shot learning to generate complex prompts for AI-driven transformations. Through “Prompt Automation,” an entire Salesforce org can be thoroughly examined, and targeted changes can be rolled out at scale.
- Intelligent Search: An administrative thinking partner that allows interactive dialogue regarding the state and health of your Salesforce org. Administrators can ask complex questions, confirm best practices, and receive detailed explanations or metadata fixes in real time.
By orchestrating massive data and metadata transformations, these two solutions enable organizations to rebuild their Salesforce environments from the ground up, ensuring proper documentation, high-quality assets, and minimized technical debt. In this white paper, we provide a deeper exploration of how these capabilities revolutionize every aspect of Org Management—beginning with the foundational element of org documentation.
Org Documentation
Snapshot has long offered over 100 powerful reports to help visualize org complexity and manage administrative tasks. These reports highlight hidden problems, make technical debt easier to remove, and expedite security optimization. Key reports include:
- Data Dictionary
- Metadata Dictionary
- Impact Analysis
- Code Quality
Traditionally, these reports have provided quantitative snapshots of the org, but the new AI layer adds unprecedented depth. For instance, AI can automatically generate descriptive documentation or create specialized annotations that align with industry standards. These capabilities help administrators more easily understand code structure, field usage, and data relationships, ultimately leading to improved performance and fewer errors.
Example: Imagine you have numerous Flows in your org with minimal or outdated descriptions. AI can systematically update and enrich the description fields to reflect corporate standards, best practices, or compliance requirements.
For a real demonstration, one short example shows how we can:
- Develop a concise but powerful AI prompt in Metadata Studio using few-shot learning.
- Use Prompt Automation to apply these improvements to every Flow in the org.
- Use Snapshot’s release management capabilities to update all Flows in a sandbox environment for testing and deployment.
Similarly, you can apply AI to generate an Apex Class Dictionary detailing class names, public properties, and methods, as well as external integrations. This consistent and comprehensive documentation greatly reduces developer onboarding time and clarifies complex code relationships.
Further use cases for AI-driven org documentation include:
- Apex Class Comments
- Apex Class Dictionary
- Apex Class Functional Specification
- Custom Field Compliance Group
- Custom Field Help Text
- Custom Field Description
- Custom Field Business Status
- Flow Functional Specification
- Account and Opportunity Descriptions
- Create Solutions from Support Cases
Technical Debt Removal
Snapshot has become a trusted ally in detecting and removing technical debt within Salesforce using interactive tools tied to the Data and Metadata APIs. Administrators can tackle:
- Forgotten Assets
- Field Usage
- Picklist Usage
- Stale Reports & Dashboards
- Inactive User Cleanup
AI elevates this process beyond simply identifying assets that are stale or unused. Now, we can:
- Isolate poorly written or grammatically incorrect Email Templates that no existing reports would have flagged on quantitative grounds alone.
- Detect violations of corporate style guides or brand guidelines by analyzing textual content and formatting within templates.
- Recommend curated improvements, generate new template language, or remove non-compliant assets at scale.
Example: Consider old Email Templates that your organization never uses. Previous Snapshot reports would identify templates that are not invoked by any asset and have not been used recently. However, the AI layer now filters templates with suboptimal grammar, tone, or brand compliance. A brief movie showcases how Metadata Studio performs these classifications, highlighting exactly what must be improved.
Another demonstration involves using Metadata Studio to analyze the Role Hierarchy for best practices. The AI engine then automatically generates XML to remedy structural problems, ensuring that roles remain in alignment with development, security, and compliance needs.
Other technical debt removal use cases for AI may include:
- Apex Class Quality
- Apex Class Size Reduction
- Apex Class Functional Spec
- Analyze Assignment Rules for Best Practices
- Analyze Auto Response Rules for Best Practices
- Analyze Duplicate Rules for Best Practices
- Analyze Escalation Rules for Best Practices
- Analyze Matching Rules for Best Practices
- Analyze Moderation Rules for Best Practices
- Analyze Role Hierarchy for Best Practices
- Analyze Email Template Style
Security Optimization
Maintaining tight security parameters is mission-critical in Salesforce administration. Snapshot helps administrators optimize profiles, permission sets, and folder-sharing models. In fact, the upcoming transition to base profiles becomes more manageable with features like:
- Profiles and Permission Sets
- Permission Assignments
- Merging Similar Profiles
- Bulk Editing Permissions
- Folder Sharing Security
AI-powered reviews further streamline security and compliance. By analyzing metadata assets, AI can identify unusual permission assignments or highlight potential overlaps in validation or workflow rules that might create conflicts.
Example: A customer once found themselves grappling with 50 Validation Rules on the Opportunity Object, with considerable overlap and conflict. By selecting the rules in our Intelligent Search, the AI quickly pinpointed conflicting logic and even suggested the necessary XML modifications to address them.
Additional AI-based security optimization use cases include:
- Analyze Apex Class Code Quality
- Analyze Apex Class Code Security
- Security Policy Analysis
- Document Flow Best Practices
- Profile Unusual Permissions
- Permission Set Unusual Permissions
- Analyze Validation Rules for Conflicts
- Analyze Custom Field Compliance
- Create Custom Field Description
- Custom Field Security Classification
- Create Custom Field with Description
- Document Workflow Rules with Report
Compliance
Salesforce admins must often comply with comprehensive government regulations such as GDPR, COPPA, PCI, or HIPAA. With AI, it becomes far more feasible to scan and dissect all relevant data and metadata assets to ensure adherence to these regulations.
For instance, certain Custom Fields may require specific labeling or descriptions to clearly map to compliance requirements. AI can swiftly detect fields that are missing mandatory notes or disclaimers. In some cases, it can even add standardized disclaimers or store relevant references for easy auditing.
A short demonstration video shows how Intelligent Search discovers and rectifies GDPR discrepancies, providing real-time suggestions and updates across the org.
Conclusion
The integration of Intelligent Search and Metadata Studio into the Snapshot toolset represents a remarkable shift toward qualitative org management. Rather than merely cataloging underutilized or outdated assets, administrators can now thoroughly analyze corporate guidelines, government regulations, and brand-specific style guides, applying real-time fixes to keep the environment both secure and compliant.
By automating and centralizing these upgrades, Metazoa’s platform hands substantial control back to administrators who wish to boost data quality, minimize risk, and maintain strict compliance. As this technology evolves, we anticipate even more advanced capabilities for orchestrating massive org transformations and delivering robust documentation without interrupting ongoing operations.
In short, AI-driven, qualitative org management stands poised to reinvent Salesforce administration, setting a new benchmark for data quality, security, and regulatory adherence. We encourage all administrators to explore these powerful features and experience firsthand how an AI-enhanced approach can reshape your Salesforce org for the better.
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