Salesforce Metadata Discovery
Safyr® for Salesforce metadata discovery – powerful exploration software to understand and manage your metadata.
Explore and exploit Salesforce Metadata
Whether you are looking for a single table in Salesforce (e.g. Account, Contact, Lead), with its details and relationships with other tables; or hundreds of tables for your enterprise data catalog Safyr for Salesforce will be of value to you.
Safyr for Salesforce is a powerful exploration technology that data analysts and architects use to gain insight into and exploit the metadata in their own customized Salesforce systems. This is a critical task for accelerating effective delivery of a wide range of Information led projects.
You can use it to speed up the source data discovery process for these and other projects such as data governance, data warehouse, master data, data integration, data migration and more.
Customers use Safyr to solve the 3 challenges associated with Salesforce Metadata Discovery.
These are:
Discovery: Locating the source of the useful, business ready metadata in your applications.
Scoping and curation: Once the metadata has been located, the next challenge is to find the table or tables necessary for your task and save them for use in other tools and systems. It is not possible to save subsets of your Salesforce metadata in Schema Builder.
Delivery: The final hurdle is to provision the metadata into other tools and technical formats. These include data catalog and governance solutions such as Collibra, Informatica EDC, Alation, Infogix, ASG and Adaptive as well as data modeling tools such as ER/Studio, erwin or SAP PowerDesigner. Or you might want to use the information in Excel, CSV, XML or JSON formats.
Safyr is particularly useful when you need to:
- Enable Salesforce metadata to be incorporated into data catalog, data glossary, data governance (e.g. for CCPA and GDPR), data analytics and master data management projects
- Create & maintain a mirror of Salesforce tables in an RDBMS for reporting and analysis
- Compare 2 Salesforce instances for change control and data management purposes
- Expose Salesforce metadata to those who need to be able to understand it quickly to accelerate your onboarding process, or to those who are not Salesforce developers
- Understand Salesforce metadata using ‘Industrial Strength’ modelling tools
From Philip Howard, Bloor Research
“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.”
Facts and Features
List all Salesforce Tables
Safyr reveals details of all the tables in a 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’.
Show full details of any Salesforce Table
Each table can be expanded to show all the Fields and relationships with other tables through the Primary Key and Foreign Keys, all based upon the definitions drawn from the Salesforce environment.
See Parent and Child Tables for a Salesforce Table
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.
Compare Instances of Salesforce
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.
Visualize Salesforce Tables as a Data Model
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.
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