The Salesforce native way to #KnowYourOrg®

Understand

Navigate the build details of your org just like any other record in Salesforce

Benefits

Navigate your org

See and navigate your org in a whole new way. Quickly view a part of the system, understand when it was built, understand how it’s being used, and understand how it’s connected to other parts of the org.

Perform impact analysis

Simply view the related list on any oAtlas record and see how that part of the org is referenced across the org. Impact analysis has never been so easy.

Remove technical debt

oAtlas quickly examines many aspects of technical debt in your org, which makes it simple to highlight unused fields, unused record types, unused public groups / queues, in addition to many other areas.

Onboard new team members

If a new team member (or consultant) needs to be brought up to speed on how Salesforce is used at your company, it no longer needs to be weeks/months of work and sifting through documents. Simply grant them access to oAtlas.

See it in action

Download the oAtlas Product Highlights document for a full list of the areas of an org we analyze

Download White Paper

Document

Documenting a complex Salesforce org is critical to ensuring everyone involved understands what was built and why, and with oAtlas it’s never been easier.

Benefits

Native Documentation

With Salesforce native documentation, document the build details of your org, right IN your org, with zero learning curve for your Salesforce team. All of the details your team needs to understand your org, how the system is connected, and the business processes it supports live in your org.

Next level documentation

Move beyond the limited description text box provided in the Setup menu and take advantage of all the standard tools of Salesforce to document your org. Use Files to upload process diagrams, use an approval process to approve certain Salesforce projects, and add custom fields to capture details specific to your company’s processes.

Documentation map

Tie documentations across multiple parts of the org as well as the business process that necessitated these fields, objects, etc… Lookup any part of the org and instantly see all of the documentation tied to it, ensuring you always know how one piece of the org fits into the larger picture.

Team Communication

Keep the communication about your org, right in your org. Communicate about your org across your Salesforce team with Chatter / Slack and ensure these conversations happen exactly where they should, right on the piece of the org the conversation is about. Always have a record of the discussion that took place during each Salesforce project / build for all team members to reference in the future.

See it in action

Download the oAtlas Product Highlights document for a full list of the areas of an org we analyze

Download White Paper

REPORT

With oAtlas, reporting on even the most complex parts of your org is possible right in Salesforce via the standard reporting engine.

Benefits

Native reporting

Build a report on org details and/or usage just as you do any other report in Salesforce. Instantly pull a report on what fields are not being used across all objects, which groups are being used and how many active members are in each, or what permission sets are in the org and who last modified them.

Perform a Salesforce permission audit with a single click

Make your job easier no matter the complexity of the org.

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If you’ve ever had to audit the permissions of your Salesforce org, you know this can take weeks of manual work. With oAtlas, you can report on and download every permission in your org, and who’s assigned them, with a single click.

Build dashboards

Build dashboards showing the build details of your org and how it’s being used. Use a pie chart to show the distribution of records that use a certain Record Type, or a bar chart to show which objects have the most automations tied to them.

Export reports

Since oAtlas is native to Salesforce and uses the standard reporting engine, simply export org reports just as you would any other report. Share org findings across teams, with executives, and others that are not even Salesforce users. There is no limitation to exporting oAtlas reports.

See it in action

Download the oAtlas Product Highlights document for a full list of the areas of an org we analyze

Download White Paper