Case Study: Edmentum saves time and improves Salesforce data management with Metazoa Snapshot

Edmentum - Customer Case Study

Edmentum, an innovative online learning company, faced significant challenges managing its large and complex Salesforce org, which supported millions of contacts and thousands of users. Their primary issues included keeping data clean, managing an overwhelming number of unused fields and outdated page layouts, and ensuring a positive end-user experience. The CRM Success Team previously dealt with these problems through tedious manual audits and limited reporting tools.

By implementing the Snapshot tool from Metazoa, Edmentum automated and streamlined its critical audit processes. The solution provided a comprehensive data dictionary and reports on field usage, record types, and permissions, which were previously compiled manually over many days. Metazoa's tool saved the team weeks or even months of work each year, allowing them to focus more on strategic, user-facing projects and significantly improving the overall health and usability of their Salesforce environment.

Edmentum

Leyna Hoffer

CRM Success Manager