Case Study: Constant Contact streamlines Salesforce cleanup and migration with Metazoa Snapshot and Monarch

A Metazoa Case Study

Preview of the Constant Contact Case Study

Constant Contact - Customer Case Study

Constant Contact, a leader in online social marketing with over 600,000 customers, was dealing with increasingly complex Salesforce orgs after years of changes. Their Lead and Opportunity objects had grown to over 750 fields, profiles and page layouts were disorganized, and comparing and migrating code and configuration was time-consuming. They turned to Metazoa’s Snapshot and Monarch to help clean up data and metadata.

Using Metazoa’s Snapshot, Constant Contact could quickly identify org differences, package and migrate changes, visualize profile and page layout differences, and continuously find unused fields to reduce bloat. Monarch automated custom rule generation and data migration between orgs, eliminating manual re-entry and lowering testing risk. The result was a leaner, faster environment and significant time savings, with Metazoa helping the team avoid untold hours of manual work.


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