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Salesforce metadata discovery

EXPLORE & LIBERATE SALESFORCE METADATA

Safyr® for Salesforce gives you the ability to access, understand and manage the metadata in your own customized Salesforce system or systems – a critical task for effective delivery of a wide range of Information led projects.

Safyr is particularly useful to aid you when you need to :
• Understand Salesforce metadata using ‘Industrial Strength’ modelling tools
• 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
• Enable Salesforce metadata to be incorporated into for example: data catalog, data glossary, master data management, GDPR initiatives

"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 Research

LIST ALL SALESFORCE TABLES

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’.

SHOW FULL DETAILS OF A SALESFORCE TABLE

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.

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.