Safyr® for Salesforce is a powerful exploration technology that enables customers to understand and manage the metadata in their own customized Salesforce system or systems – a critical task for effective delivery of a wide range of Information led projects.
Safyr is particularly useful when a customer needs to :
• Understand and model user-defined Objects added to the standard set delivered by Salesforce
• Compare multiple Salesforce instances to quickly identify differences
• Make Salesforce data definitions available to a wider audience using flexible reporting features
"Increasing numbers of larger and more complex (Salesforce) applications are being deployed, and the need to explore and understand the underlying model that underpins these applications is becoming more urgent."
Philip Howard, Bloor
Safyr reveals details of all the tables in the Salesforce instance, including any 'Custom' tables.
It's easy to search the tables and to see the numbers of relationships to other tables in the Salesforce system.
Read our blog: A step by step process on how to use Safyr with Salesforce – ‘Extract, explore and exploit Salesforce metadata using Safyr’.
Each table can be expanded to show all the Fields, the Primary Key and Foreign Keys, all based upon the definitions drawn from the Salesforce environment.
Safyr extracts Relationship information to help the user understand how Salesforce joins tables. Using this information, details of the related tables for a given table can be displayed.
We can help with your Business Case for Safyr.
Safyr's 'compare' capability helps quickly identify and understand the differences between any two Salesforce instances. This can be performed across entire Instances, or user-selected groups of objects. The result set can be exported to CSV for further analysis in, for example, Microsoft Excel.
Tables can be grouped into Subject Areas with Safyr and then visualised as a Data Model diagram, either using Safyr's built-in ERDiagrammer, or a range of popular data modelling tools including ERwin, ER/Studio and PowerDesigner.
An accurate and relevant Salesforce data model will often be an important step in understanding Salesforce data. Request a Salesforce Data Model that best fits your requirement.
Watch this short video to get an overview of the features Safyr provides for exploring Salesforce metadata.
See how you can quickly locate data items in your Salesforce system, including any Custom tables and fields. Understanding the structure and location of data items is an important requirement for any project that involves data integration with Salesforce systems.
For more information on Safyr for Salesforce, please contact us, book a call or demo or get a free trial of Safyr.
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