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Snapshot Release History (Archive)

 

2009 - October 15

SnapShot Super Select Feature

 

SnapShot has just added a new feature to the Asset SnapShot Push.  The new Super Select feature extends the functionality of the Asset SnapShot Push to include all references to the selected Asset component.  Now users have the ability to either use the Simple Select option to strictly add the selected Asset components to the Job List, or the Super Select option to add the selected Asset components in addition to all other assets that directly or indirectly reference those selected Asset components to the Job List.

 

These two select options include:

 

Simple Select – The Simple Select option enables users to select their desired assets and move them to the job list.  The Simple Select can be accomplished by simply selecting the desired Asset and component and clicking the Green Arrow. Multiple components in each Asset can be selected at a time by using the Control and Shift keys.

 

 

 

 

Super Select – The Super Select option enables users to create an Asset Job List based on the selected Asset and all references to that Asset. The Super Select can be accomplished by simply selecting the desired Asset and component and clicking the Green Arrow with the Blue Plus. Multiple components in each Asset can be selected at a time by using the Control and Shift keys.

 

 

 

 

2009 - October 5

SnapShot now enables users to see all relationships that exist in an Org for selected Assets.

SnapShot now enables users to see all relationships that exist in an Org for selected Assets.   To see these relationships simply create an Asset SnapShot, and click on the View Menu and select the Show Relationship Palette command.

 

To access the Relationship Mapper simply go to the Asset SnapShot and click on the View Menu.  

 

Next, select the Show Relationship Palette command to launch the Relationship Mapper.

 

 

 

Once selected, the Asset View will appear, displaying all of the Assets on the left and the Relationship mapper dialog box in the screen on the right.

 

 

 

 

Below you will find an example of how the relationship mapper works. 

 

In the screen shot above, the Account object was selected in the Asset View. In order to view the relationships that are tied to the Account object, simply click on the View Menu and select the Show Relationship Palette command.

 

 

 

 

 

Once selected, the Asset Related To Object dialog box will appear.  Notice on the label bar of this dialog box that the Account object has been selected. This dialog box will display a list of all of the relationships tied to the Account object separated into three columns. 

 

Asset Type - The Asset Type will show you what type of asset the relationship belongs to.

Object Name - The Object Name will show you the actual Asset that was selected that is tied to he Account Object

Field Name - The Field Name will initially not be displayed, however if you check the box titled Include Objects, the Field Name will be displayed. 

 

 

 

 

The Asset Related To dialog contains three check boxes at the top of the dialog, that enables you to add additional object and profile related fields to the dialog box.  These three options include:

Freeze List - The first check box is titled Freeze List. Checking this box will freeze the results of the previous search in the dialog. Once selected, the results of that search will remain until unselected regardless if an additional asset is selected. 

Include Objects – The second check box is Include Objects. Checking this box will add the field name of each relationship. As you can see in the screen shot below, there is a list of all of the relationships tied to the Account object with the Field name included.

 

 

 

 

Include Profiles – The third check box is Include Profiles.  Checking this box will display the Asset Type and the profile that has the relationship. As you can see in the screen shot below, there is a list of Profile relationships that are tied to the Account object. If you check Include Objects as well, the Field Name column will be populated.

 

 

 

 

The Relationship Mapper also allows you to easily export the relationship mapper information to a CSV file by clicking on the Export to CSV button in the top right corner. 

 

 

 

 

2009 - October 2

SnapShot just added a relationship lookup view to the Asset SnapShot View.

 

SnapShot just added a new relationship lookup palette that enables users to perform a lookup of all relationships that exist be components. By clicking on the View Menu, you are presented with three options beneath the SnapShot views.  These options include:

 

Hide All Palettes

Show Search Palette

Show Relationship Palette

 

 

 

 

The new Relationship palette enables users to select a specific asset in the Asset View and see what relationships exist within that Org. Simply select the Asset and then click on the View menu and select Show Relationship Palette and then you will see all of the relationships tied to that Asset.

 

 

 

 

 

 

 

2009 - September 25

SnapShot Data Dictionary now displays Object & Field Relationships in addition to Permissions. 

 

SnapShot users now have the ability to add object and field relationships to their Data Dictionary.  Previously, the Data Dictionary enabled users to create either a PDF or CSV file containing all of the Standard and Custom Objects in their Org while displaying various object and field properties.  We have extended this to include relationships also. In other words, in addition to listing objects and fields that exists in your Org, it will also list which Objects, Triggers, Workflow rules, Validation Rules and other Assets reference your Object or Fields.   

 Scenarios:1) When you want to change/ delete a field, you would want to know the various Assets that reference this field.2) Users can create a complete listing of their environment (including relationships) and include that as part of their end-of-project documentation. Click here for a sample Data Dictionary.    

 

 

 

 

2009 - September 10

SnapShot releases Administrative Audit Log feature

The SnapShot logger provides a comprehensive log of all administrator activity during a SnapShot session and records transactions natively into force.com . Using standard Saleforce.com reports and dashboards,  admins can track changes to the Org by user, type, date, attempts, commits,  and more.

 

The logger is ideal for compliance and monitoring of change to your salesforce.com org by your administrators and/or consulting partners enhancing your implementation.

 

SnapShot,  the most widely used application for managing Salesforce.com implementations, enables administrators and developers to:

  • Track and compare changes in an Org.
  • Document compliance in an Org.
  • Synchronize changes between Orgs

 

 

 

 

 

 

 

 

2009 - August 10 

Users can now choose from Selected Reports, Dashboards, Documents and Email Templates in the Folder Based Asset push dialog.

Users now have the ability to choose either all of the Reports, Dashboards, Documents and Email Templates or Selected Reports, Dashboards, Documents and Email Templates from the drop down menu in the Folder Based Asset Push dialog box.

 

To choose a Selected Report simply log into the Source and the Destination Org's.  Once in the dialog box, click on the drop down menu at the top and then choose the appropriate option from the drop down menu. (see screen shot)

 

 

 

Once the user has selected their desired option, the Select Palette will appear.  Here is where the user can select the desired Folder Based Asset folderand then click OK to begin moving the assets into those folders.

 

 

 

 

2009 - June 25

Multiple features added to SnapShot including: upgrade support of Asset SnapShot to Metadata API Version 16, Integrated Help Quick Reference Palette added to Asset Push dialog, Difference utility added to Asset SnapShot comparison, Element difference color display added to Asset and Profile Push dialog, Complete file name now displayed via tool tip on Asset and Profile Push dialog, Ability to Load Static Resources has been added to limitation options for Asset and Profile SnapShot Creation.

 

1. Asset SnapShot upgraded to support Metadata API Version 16.

The Asset SnapShot has been upgraded to support version 16 of the Salesforce Metadata API. This upgrade includes the addition of the Analytic SnapShot and Portal elements to the Asset SnapShot. These new additions have been added to the bottom section of the Asset list.

 

 

 

 

Analytic SnapShot – SnapShot now provides users with the ability to view, compare and deploy Analytic SnapShots that are created in your Salesforce Org.   An Analytic SnapShot enables users to run a tabular or summary report and save the report results to fields on a custom object.  Analytic SnapShots allow users with the appropriate permissions can map fields from a source report to the fields on a target object, and schedule when to run the report to load the custom object's fields with the report's data.  [Note: The Analytic SnapShot feature is currently in development but will be released shortly.]

 

Portals – SnapShot now provides users with the ability to view, compare and deploy the Portal metadata type.   The user must first enable the Customer and or Partner Portal in your Org prior to using this feature.  For information regarding enabling a Customer or Partner Portal please reference the Salesforce Help & Training module in your Org.

 

 

2. Integrated Help Quick Reference Palette added to Asset SnapShot Push Dialog

 

An Integrated Help Quick Reference Palette has been added to Asset Push dialogs. The intention of this quick reference palette is to provide users a resource to quickly obtain help.  To access the quick reference palette, simply click on the red life preserver in the bottom right of the push screen.

 

 

 

 

 

 

Once clicked, the quick reference palette will appear in the top left corner of the push dialog. This palette can be moved anywhere within the dialog box.

 

 

 

 

The quick reference palette includes the following topics:

 

A. Push Limitation Guidelines – A list of fields and elements that cannot be pushed due to a Salesforce API limitation

 

B. Recommended Order of Operations – A recommended documented order of operations to achieve maximum results with your deployment

 

3. Difference Utility add to the Asset SnapShot Comparison feature

The Asset SnapShot comparison feature now enables users to drill down into a specific asset and view all differences highlighted in red. Once in comparison mode, the two Orgs will be lined up side by side displaying all differences in red. To drill down deeper into a specific asset, click on the Asset and the screen below will appear displaying the raw xml and all differences will be highlighted in red.

 

 

 

 

 

4. Element difference color displayed in Asset and Profile Push Dialog

SnapShot now enables users to view any differences that exist between elements in the Source and the Destination Orgs in the Asset and Profile Push dialog.  All differences will be displayed in red.  The color coding only exists when the selected elements option is selected. Note: The user must create a backup Asset and Profile SnapShot in order to be able to see the differences displayed in red on the push dialog.

 

 

 

 

 

 

5. Complete File Name now displayed in Tool Tip on Asset and Profile Push dialog

 

The Asset SnapShot now enables users to view the entire file name of an element listed in the second column of the Push Asset SnapShot dialog. Simply hover the tool tip over the desired file name and a little yellow box will appear displaying the full name of the element. The Profile SnapShot also enables users to view the entire file name of the elements when hovering over with the tool tip.

 

 

 

6. Static Resources have been added as a limitation option on Asset & Profile SnapShot creation dialog

SnapShot now enables users to add Static Resources to the limitation option on the Asset and Profile SnapShot creation dialog. Simply click on the Limit this SnapShot button and the dialog below will appear.  Users can now add Static Resources to the snapshot by checking the Load Resources box in the bottom right corner.

 

 

 

2009 - May 20

Ability to have multiple instances of SnapShot open at the same time 

 

2009 - May 4

Quick Access dialog box added

 

Immediately upon clicking on the SnapShot tab, users now have the ability to select to create or view an Object, Profile or Asset SnapShot by clicking on the appropriate button. 

 

 

 

2009 - March 30

Product Videos can now be accessed through the Support Menu.

 

You can now access all product videos directly through the Support Menu.

 

 

 

2009 - March 13

The Profile and Asset SnapShot have been upgraded to support Version 14 of the Salesforce API. The new features that have been added are listed below:

 

Layout Assignments - Layout Assignments have been added to the Profile SnapShot, making it easy for users to view and compare multiple Layout Assignments from different Orgs.

 

 

 

 

The list below are the new features that have been added to the Asset SnapShot. A document providing definitions for all of these new features has been added to the SnapShot Document section. An revised version of the SnapShot User Guide will also be added to the SnapShot Document section.

 

List Views

Search Layouts

Sharing Reasons

Sharing Recalculations

Custom Applications

Custom Labels

Custom Object Translation

Custom Sites

Custom Tabs

Home Page Components

Home Page Layouts

Home Page Web Links

Letterheads

Report Types

Static Resources

 

SnapShot now also supports the ability to push Folder Based Assets. Folder based Assets are different from regular Assets because they are stored in Salesforce Folders and are potentially very large in size.  These assets are NOT included in your Asset SnapShots and must be moved directly between Orgs.

 

Reports

Documents

Dashboards

Email Templates

 

 

 

 

2009 - February 17

 

Standard Objects now accessible through the Data Dictionary

Now you have the ability to add Standard Objects to the Data Dictionary.  To add Standard Objects click on the drop down bar and select one of the Object SnapShots from the drop down menu titled Include Object SnapShot.  Note: SnapShots must match OrgID and UserID to be able to be incorporated into the Data Dictionary.