Navigating the AI Landscape
Welcome to our latest newsletter focused on AI. We're thrilled to share our exciting journey into AI integration. In this edition, you'll discover how our new features are revolutionizing Salesforce org management.
At Metazoa, we're committed to providing you with AI-powered tools that enhance efficiency and precision. Our goal is to help you achieve more with less effort. We're excited about the possibilities this integration brings and are grateful for your trust and partnership.
Thank you for joining us on this transformative AI adventure.
We're excited to introduce a new program that brings you weekly video insights on the integration of AI in Salesforce management with Metazoa Snapshot. These videos provide valuable information, tips, and demonstrations on how AI can optimize your Salesforce org.
Let's dive into the summaries of our videos:
1. Maximizing Snapshot Reports with AI Integration | Optimizing Field Usage
In this video, we explore the AI integration within Snapshot, focusing on its application in reports. Using the example of a field usage report, we demonstrate how AI can streamline the reporting process. By setting specific parameters, such as filtering records by criteria like company size and location, Snapshot's AI capabilities allow for more precise reporting. AI integration makes it easier to extract valuable insights from your Salesforce data.
2. Use the Combined Security Report to Monitor User Access
In this video, we delve into the combined security report, a powerful tool for tracking and monitoring user access to objects. We explore how it provides insights into how users gain access to specific objects through profiles and permission sets. The report helps identify instances where users have elevated access due to permission set assignments, allowing for a more granular understanding of security settings.
3. User Activity Timeline
This video introduces the user activity timeline report, which allows you to track user activity across various aspects of metadata over a specified time period. By selecting users, objects, and actions, you can gain insights into user-triggered events in the metadata. This report is a valuable tool for auditing user actions and monitoring their engagement with Salesforce.
4. Field Usage Report
In this video, we explore the field usage report, an essential feature for optimizing your Salesforce org. The report provides insights into the usage of fields, helping you identify which fields are actively used and which ones may be candidates for cleanup. With statistics on default values and distinct values, the report empowers you to make informed decisions about field management and data efficiency.
5. Org Health Scan Report
The Org Health Scan report is the focus of this video. This report allows you to run tests on your Salesforce org to assess its health in terms of technical debt, best practices, code quality, and security risks. You can customize the tests to align with your specific criteria and preferences. The report provides an overview of passed and failed tests, helping you identify areas for improvement and optimization.
These videos are part of our new program and will be posted to our Metazoa LinkedIn company page each week. You can also find them on Ryan Ensign 's LinkedIn page and on our YouTube channel.
Stay tuned for more insights and tutorials as we continue to explore the possibilities of AI in Salesforce management!
领英推荐
Metazoa is thrilled to introduce an array of new features, empowering Salesforce admins and developers with cutting-edge technology. Dive into our latest offerings to enhance your org management:
1. Intelligent Assistant: Discover the power of AI and prompt engineering with our Intelligent Assistant. It combines the capabilities of Snapshot with Solution Centers focused on specific features such as technical debt removal, documentation, compliance, and security and profile management. Easily installed via the Metazoa player, it streamlines your org management.
2. Metadata Studio: Our prompt engineering platform, Metadata Studio, now extends its reach to data records, allowing you to efficiently manage your Salesforce org. Create custom prompts, automate tasks, and improve your data management seamlessly.
3. Intelligent Search: Think of Intelligent Search as your AI-powered Salesforce oracle. It can handle a vast array of questions about your org, from best practices to metadata and data records. Get instant responses based on your queries and access insights that help you make informed decisions.
4. Grounding Data Technology: We've developed dynamic metadata and data record scaling, ensuring your selected assets fit within token limits. Now you can efficiently manage your metadata and data records without worrying about exceeding token constraints.
Unleash the full potential of your Salesforce org with Metazoa's new offerings. Stay tuned for updates, and remember to check out our YouTube channel for more details on these exciting new features! Check out our free Intelligent Assistant app on Salesforce AppExchange
Exciting News: AI Certification Course Is Here!
We're thrilled to introduce our latest offering: the Metazoa AI Certification Course!
In this comprehensive program, you'll unlock the full potential of Metazoa's Metadata Studio—a robust prompt engineering platform seamlessly integrating artificial intelligence into Salesforce org management. Designed to cater to both end-users and prompt engineers, this course empowers you to streamline administrative tasks with ease and efficiency.
Here's what you can expect from the course:
Unlimited Quiz Attempts: Learning is the key! Take the quizzes as many times as you'd like to ensure you grasp our AI features inside out.
Certification for Success: Achieve a score of 80% or higher, and you'll receive an official Metazoa AI Certificate. Showcase your expertise by displaying it in the certification section of your LinkedIn profile.
Special Offer: While this certification program will have a cost, we're currently offering it for free! This is a limited-time opportunity, so don't wait—get certified quickly and seize the chance to enhance your AI skills.
Elevate your Salesforce admin and prompt engineering game with Metazoa's AI Certification. Go here to enroll (or DM Jill Hourani ) today and embark on a journey to AI mastery!
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