Capture and manage all your requirements and users stories in one place with a managed lifecycle sync’d to Jira and Copado.

Add supporting documentation and collaborate on requirements, link to process diagrams and Salesforce config items. View this inside Jira.

Make changes faster with confidence with powerful Org Impact Analysis. Production and Sandboxes metadata sync’d and analyzed every night.

Field %filled, Field WhereUsed, Field Impact, Dependency Trees. All delivered inside Salesforce Setup, Record Pages and Copado.

Extend the Salesforce help icon for objects and fields to add In-app feedback, help and ratings.  Respond in seconds and drive up user adoption and data quality.

Help articles can be rich text documents, URL links to external content (procedures, training , videos, apps) and process diagrams.

Develop simple, yet powerful hierarchical process maps. Connect, engage and communicate with your business users.

Develop a “single source of truth” that is more than project documentation, but is a platform for continuous improvement.

Automated Org documentation generated based on your metadata. Add documents, links to external content, process diagrams and requirements.

We know it is hard, so we make it easy for you to add documentation: use our web app, Salesforce Setup or Record Pages, or in Jira .

Satisfy GDPR and other data privacy regimes by tracking privacy permissions and policies for leads, contacts and person accounts. Preference center provides single customer portal for sales, support and marketing outbound campaigns.

Enables Single Sign On (Salesforce and SAML). Provides centralized user control, management and user policies. Apply content collaboration rules. Attachments and images are scanned for viruses.