Intelligent Assistant - Total Org Intelligence for Admins

Incredible time saver!

Spotlight finds all the common problems in a Salesforce org quickly and easily so you can spend your time on more important things! Perfect for doing org assessments prior to starting a new project in an org.

Issue with displaying the PDF...

The extraction displays well in the program but when I try to save the export and open it with Adobe, I just get a blank page :( It will display correctly in a web browser but as a single very long page not fitting any regular page size such as Letter, A4... Plus as Tom, said, the fact that you cannot copy/paste or export to Excel makes it pretty much useless.

Exactly what I needed

I was looking for something that would identify the created and modified dates for fields. None of the other apps I tried provided the data that I needed. I reach out to SFDC for help and they provided me the name of this App. Works great!!

Easy solution to use

My experience with the process of downloading and using was five stars for sure. The one shortfall I see is that you can only export the table of data in PDF and not csv or xls. Beyond that I cannot copy paste the table values. It would be five stars if I could sort and export to these file types. Looks like that type of functionality would be a paid upgrade.

The best field and picklist usage report out there

This report is very helpful for administrators and developers looking for unused fields and picklist values. The report tells you how many distinct values there are for a field. That is super useful way to find the fields in high use vs. the ones that are neglected. Also you can see the date the field was modified and created. Same deal with picklists. The report runs in just a few minutes, even for really big Orgs. All this information can be exported as a PDF file for your team.

Awesome Tools and Awesome Support

We have been using the DreamFactory Utilities for several years. We use Snapshot, Cascade, and Monarch very heavily. Recently, we were tasked with following more stringent Sarbanes-Oxley requirements within our environments. In order to comply with the auditing requirements, we had to show the history of all changes, and prove that our developers did not deploy them to our pre-prod or prod environments. Cascade made this process much less painful than it could have been. We had other requirements for our processes, like grouping job lists while retaining all individual historical information. The team at DreamFactory took the time to listen to our needs, suggestions and ideas, and worked diligently to incorporate them into their product. This greatly improved our deployment process. Previously, we had to deploy one job list at a time. As you know, when you deploy a job list to production, all test classes have to run. This process was taking approximately an hour per job list. In one deployment, we had 15 job lists, therefore the deployment time took 15 hours. The changes made by DreamFactory allowed us to create a grouped job list, which merged all of the components into one list, and also kept each individual lists history. Our deployment time for 20 combined lists improved to one hour. This is much more efficient for our team, while providing all of the necessary information for the auditors. We also use the Snapshot tools. The comparison process makes it so simple to determine any differences in our environments. Monarch is amazing because we can create complex data sets to move to lower sandboxes for testing purposes. I would highly recommend these tools to any organization looking to improve their deployment and administrative processes.

Amazing Tools for Org Migration

After an acquisition, we were faced with the daunting task of merging two Salesforce orgs in a matter of a couple months. We turned to the DreamFactory's Snapshot and Monarch to help do the job and it was a great decision. After a thorough training and on-boarding experience we felt ready to tackle the job. We used Snapshot to add the structure we needed from our acquired org and Monarch to move the data into the new structure. We received incredible support from the DreamFactory team through the process. They were always available and truly interested in helping us succeed. There are other tools out there, but I don't believe any are as complete, intuitive or robust as those from DreamFactory. I highly recommend DreamFactory!

Essential Admin tool for complex orgs

As a button-click admin I love how easy it is to migrate and compare objects between environments with Snapshot. In a growing org - it's also been a critical tool to identify fields and profiles for cleanup. Monarch is tremendously helpful in moving test data to sandboxes for our QA team, and we have a custom rules engine (think LAR for custom objects) - and Monarch allows us to test the 'rules' in a sandbox and then migrate them between environments - eliminating fat-finger risk when promoting the data.

Best Admin tool I've used

DreamFactory’s Snapshot tool lets Admins manage orgs with incredible efficiency and accuracy. Common use cases include conducting metadata comparisons between orgs, managing field-level security, pushing assets (similar to change sets), and generating usage reports on fields, picklist values, or reports.

Un-Paralleled Configuration Management Tools

I own a corporate license and have been a partner and customer for over 10 years. I have used Eclipse, Change Sets and have never been able to gain the level of efficiency I get from Snap Shot, Monarch and the other DreamFactory tools. The ability to do compares, report on the diffs, migrate the changes and see the entire Object and Entity relationships is unavailable in any other tool. I use the tools at every customer I serve and I have written Configuration Management and Environment and Release Management methods using the tools. Even when developing in Eclipse on the Salesforce platform I do every Org Smoke Test using the Snapshot tool to identify all the Static Resources and do a Profile Push to test the app all the way through to the core! I love these tools and recommend them do any SFDC Admin who wants the "Best of Breed"