oAtlas - The Salesforce native way to #KnowYourOrg ®

Saves me from going crazy

Based on watching the demo videos alone for multiple apps, this is the only one that I was able to easily follow along and understand what I was seeing. I was instantly excited about getting this app! After meeting with Joseph and seeing more details of what the app can do, I was even more excited to introduce this to my team. Set up was simple, it's an intuitive tool and the UI/UE makes reviewing data relatively seamless. I've only used the app so far to review and compare permission sets and profiles. Let me just say, with the amount of permission sets and profiles we have, the power of this app has saved me from going crazy trying to determine what, if any, differences exist. I look forward to utilizing other aspects to review our data. I can't recommend this enough! It's a massive time saver in the grand scheme of things and working with Joseph has been absolutely fantastic. Get this app today!

Great Admin assistant

Initially we were looking for a tool which we could use for documenting our Salesforce org, and oAtlas was hands down the winner in our search - as we did not need anything which was too complex and difficult to maintain. Being native to Salesforce it more than ticked all the boxes. However, we quickly realised we would benefit from many other attributes which have saved HOURS of admin time only within the first month of implementation. One of the key use cases recently in our business has been the clean up and slimlining of Permission Sets, Roles and Profiles. We have around 13 years worth of undocumented permissions sets and custom profiles. oAtlas has enabled us to quickly and easily identify the specific user permissions across all of these areas with minimal effort - right inside Salesforce. This would have taken our admin team many hours of investigation without the tool. Everything is also reportable, right inside Salesforce. We can easily report on key details like field usage and last modified dates/percentages. Again, things available in other tools - but not as easy to use and reportable as with oAtlas. Working with the oAtlas team during trial phase and implementation was super quick. Thanks so much oAtlas!

Great tool!

I needed a way to see all of our orgs automations, we have over 200 workflow rules, process builder processes and flows. oAtlas made it easy to determine which tasks, etc. is associated with workflow rules, etc. This was a game changer for us! Since it's native to Salesforce, it was an easy install with clear and precise directions provided by oAtlas. This product is a huge time saver and so beneficial to admins - definitely worth the investment! Thanks oAtlas team!!

I needed something to perform a user audit with loads of permission sets ...

This tool is a time saver if you need to audit any config on most objects in Salesforce. The navigation is super easy as it is Salesforce native. I need to perfom a yearly user audit and the reporting ability on users and their assigned permissions sets makes it a lot faster. I use oAtlas everyday, we are a fairly large team of sys admins on a complex busy Org and need to check on our numerous fields usage and access. You can drill down into who has what type of access to what object or field on in a few clicks. It is a no brainer to help you maintain your Org. It is not licence based, definetely worth the investment!

This is a game changer for Admins!

It's been a long time waiting for an app like this. How many times have you needed to know who asked for a change, when was it done, who approved it, and what WAS done. Change log and documentation all in one place in Salesforce. There are 2 of us managing our org and at times have different but parallel projects we are working on. This helps so much to organize and track all our activities. Great app! Can't wait to see them add more features :)

oAtlas review

It's a great application if you need a deep analysis of your Salesforce org. For example, you can view the percentage filled for each field or how many page layouts a field is in. This application provides an interesting 360 view of the user where the statistics of record creation are highlighted. It would be great if you could know if a field is part of a Flow or Process Builder and add more documentation. Admins must periodically perform maintenance and quality tasks. oAtlas performs an analysis of the current situation of the system and exposes the information so that the admin can carry out its analysis in a much simpler way, based on the granularity of the information provided. At the moment I consider it a reactive tool, that is, a tool that does its analysis and only leaves the information for the administrator interpretation. It would be ideal for it to also be a proactive tool, in the sense that in addition to exposing the information as it does, it detects and provides actions to be carried out based on the analysis it did, considering best practices. For example, if you find that a Case field has no data in the last six months, is not part of any page layout, and is not part of automations or code, it is a good candidate to be removed. Without a doubt, it would help a lot to have a healthier Salesforce org over time.

Very helpful as an admin new to a business

I recently moved jobs and was looking for a way to report on profiles. Through the community I stumbled upon oAtlas and the team got in touch quickly to help talk through my use case. It was easy to setup and allowed me to quickly get a picture of the new org I had joined. I also really appreciate the documentation feature. We have our processes and details well documented but the documentation is buried in SharePoint. Migrating the documentation to Salesforce via oAtlas allows the documentation to be on hand when looking at the org so information is easy to find.