OwnBackup can make changes at pace with confidence

Being able to drill into the metadata changes with one click has been a lifesaver as we are a multi Admin org.



Video transcription

I’m Gina Marques. I’ve been on the Salesforce platform since 2016. OwnBackup is an ISV partner of Salesforce. We’re in the data protection space in a hypergrowth company. We’re changing our processes and our business constantly. We got to a point with building out our org where we needed to do impact analysis, where we had to be able to sit in a meeting and give an answer to the business, whether this is going to be a day, two days, three weeks, six months. So, we needed tools to help us do that analysis. With Salesforce, Elements sits right on top, so you can click on a field, you can see the impact analysis, you can see the process diagrams and everything attached to that field without having to log into the Elements platform. I love the impact analysis map that it gives you right at the field level. So, you can see exactly what processes, what flows, what fields, formulas, wherever that field is being used. I love the fact that right there, I can see it very quickly.

It’s very easy to use. You can see your org process, if it failed. I love the reporting aspects of it because I don’t have to log in if I don’t want to. The tool is very easy to use. The fact that we can be in Salesforce working, that’s huge for us. To have to like log into other tools and load metadata, and then do what we need to do. The layering of having everything right at our hands makes it easier. Also, the daily reports that you get that tells you everything that’s changed on the platform. You could just look at an email and know, oh, I have to dive into this or not. So, it’s definitely been a lifesaver.

The Elements team has just been awesome from founders to the support teams. They’ve helped us with different avenues of the product like process mapping. We wanted to look at possibly using the process mapping tool, which is another nice feature that it offers. And the Elements team they took one of our processes. They documented it for us. They did a process map for us to show us how to do that work. And it just made it so easy. So, anytime we need any help, everyone’s here to help, which is awesome. Take a demo of it. Once you do a demo and set up a demo, you’ll be able to quickly see the value in the product.


You can see the impact a change is going to have before you change it to address those “hidden” gems. A must-have in the admin arsenal. It will be difficult to move to any company that is not using Elements as an analysis tool!


No company operating in the cloud should ever lose data

Whether it’s caused by human error, bad code, rogue integrations, or malicious intent, data loss happens. What you can avoid is getting caught without a system for restoring that data.

OwnBackup provides backup and recovery solutions to secure and automate daily Org backups. They develop innovative solutions that provide built-in protection against data loss and corruption caused by human error, integration error, and accidental deletion. OwnBackup is a powerful tool that supports Org data security and enables enterprise control.

The challenge

OwnBackup recently had some API trouble with their integrations and installed packages. Their Org is 5 years old with a number of admins running it over the years (1 production Org, a partial sandbox, and a few dev Orgs). They have an important integration with their data centers for monitoring their accounts, so they are very careful about adding new functionality. But like nearly every Org, they have incurred technical debt. OwnBackup knew they needed a major cleanup exercise to increase Org agility. They had to analyse all of their Salesforce automation processes to streamline and uninstall packages that they no longer needed. This would have taken days of manual work to document  and rebuild, test, and deploy, looking up where each field was being used in all process builders, workflows, approvals, flows, etc.

The solution

Elements.cloud provided an easy method to perform impact analysis as they unraveled all their automation processes. Elements dependency trees gave them clarity on managed package connections.  Elements analysis showed them where every field was being used, percent filled by record type, and [when it was last used]. 

OwnBackup discovered Elements via a demo at the Salesforce Saturday New Jersey user group, run by Bill Powell at the time. 

Benefits and outcomes

Gina Marques, Director CRM and Business Systems, says that the biggest benefit of using Elements is being able to see impact and dependency trees right inside Salesforce with one click. This allows them to make decisions on the spot, for example in requirements gathering meetings, without having to set a followup meeting. Previously their impact analysis would take somewhere between an hour and a day. This manual process was taking longer and longer as the company grew. Gina says that the recently added feature when you can hover over any field on a page, and it will show you the impact analysis right on the record is invaluable.  

Elements has also assisted to document the impact of Org changes. Gina says that when they can see clearly what is impacted by a change, they can document what needs to be touched and not miss anything. And she adds, ‘It will be difficult to move to any company that is not using Elements as an analysis tool!”

OwnBackup will soon have a new admin starting and one of that lucky person’s first projects is Org cleanup. Because they haven’t had the time they needed for this, this gives them the additional resource they need. Gina says that using Elements analytics, he’ll be tackling reports and fields for some quick wins. This will make OwnBackup users happy and improve user experience.