Mantle
Holistic user transition for Salesforce and ServiceNow. When key staff depart, transfer not just their records—but their dashboards, flows, reports, and every piece of metadata they own.
The gap
Existing tools transfer record ownership—accounts, contacts, opportunities. But when your power admin leaves, who inherits their 47 dashboards? Their scheduled reports? Their flow ownership? Their API credentials? That’s the gap Mantle fills.
Capabilities
Pass the mantle with confidence.
Metadata Ownership Scanner
Scan every metadata category—dashboards, reports, flows, approval processes, email templates, named credentials, list views—and surface everything owned or referenced by a departing user.
Bulk Asset Migration
Transfer ownership of all discovered assets to one or more successors in a single operation. Assign different successors per category for precise handoff.
Transition Audit Trail
Complete, immutable record of every asset transferred: from whom, to whom, what category, and when. Full accountability for compliance and internal governance.
Rollback Protection
Every transition is reversible. If something breaks post-transfer, roll back individual assets or entire categories to their previous ownership state.
Metadata Mantle transfers