Snapshot already gives you powerful tools to find and remove technical debt: it can tell you when an asset is not being used, when nothing references it, and when nobody has permission to use it. But that is only half the story. The other half is asset quality — not "is someone using it," but "should they be using it?" The Metadata Quality Report answers that second question by using artificial intelligence to evaluate the qualitative health of your metadata.
The usage vs. quality mindset
If you graph asset usage against asset quality, every asset falls into one of four corners:
- Upper right — high usage, high quality. These are your high-value strategic assets: the core value of your Salesforce org.
- Lower left — low usage, low quality. Traditional technical debt, and a candidate for cleanup or removal.
- Upper left — high usage, low quality. Assets everyone relies on that they arguably should not, such as an Apex class with a security flaw. The fix is to improve the quality and move them into the high-value range.
- Lower right — low usage, high quality. Excellent assets that nobody uses. The fix is to improve access and adoption and move them into the high-value range.
The Metadata Quality Report is how you locate assets in the two problem corners and act on them.
Where to find it
The Metadata Quality Report is located under the Documentation reports in Snapshot.
Evaluating an asset
On the left are the metadata types that most often have quality problems. Select a type — email templates, for example — and choose an asset to see the issues that apply to it. For an email template, those issues include spelling and grammar, broken or invalid merge fields, tone, clarity, audience appropriateness, branding and voice, and more.
These issues are driven by editable prompts. You can adjust the prompts, add new issues, or remove existing ones so the evaluation reflects the policies and concerns that matter at your company. When you are ready, click Submit.
The report returns a heat map of every quality issue in that asset, with each issue categorized and color-coded. Back on the main screen, the asset now shows all of those issues along with additional detail.
Evaluating many assets at once
You are not limited to a single asset. Select a range of assets, choose the issues you care about, and click Submit to generate a quality heat map across all of them. The result is a bird's-eye view of the quality of every selected asset, scored against the issues you defined as policies or concerns.
From the Display Report tab you can switch into heat-map mode to view all of that information at once, and export it — for example as a PDF — to guide your efforts to improve either the quality or the adoption of those assets.
Fixing problems with AI
Beyond reporting, the Metadata Quality Report can remediate the issues it finds. Select the assets you want to change, and the AI works through each issue it identified and fixes it. Comparing the assets left to right, you can see the substantial improvements in quality that were made.
Deploying the improvements
After you make changes, an orange Deploy button appears at the bottom of the screen. This opens Metazoa's metadata deployment technology, which lets you push the improved assets immediately into an org, save them for later, or push them into a developer sandbox.
Supported metadata types
Everything above was shown with email templates, but the same report-and-remediate workflow applies across many metadata types, including:
- Apex Classes
- Formula Fields
- Validation Rules
- Record Types
- Flows
- Flexipages
- Report Types
- Email Templates
For each of these you can report on the quality issues and remediate them with artificial intelligence — turning high-usage, low-quality assets into the high-value strategic resources at the heart of your org.