SyncOnAI360

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See SyncOnAI 360 on your own org, not a demo org.

A working session on a sandbox you connect: what the audit finds, what the AI knows about your org, and a real change from proposal to receipt.

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Org Audit

Acme Production · last run 6 minutes ago

Grade C

C

74 / 100

Fair, technical debt accumulating

Automation & Flows

64

Permissions & Security

71

Apex & Code

78

Fields & Data Quality

82

Limits & Performance

91

Change Intelligence

69

55 checks run · 37 open findings · 2 checks skipped, with the reason shown

In one paragraph

A SyncOnAI 360 demo is a working session on a sandbox of your own Salesforce org. We connect it together, read its health and audit, question it in plain language, build and validate a small change through the governed path, and answer your security, pricing and rollout questions with the evidence in front of you.

Own sandbox, not sample data
YourOwn sandbox, not sample data
Audit checks run live in the session
55Audit checks run live in the session
Changes made without your approval
0Changes made without your approval
CRM records stored
0CRM records stored

01The problem

Why most Salesforce tool demos tell you little

A polished demo org always looks good. What you need to know is what the tool says about your org, with your automation, your packages and your history.

  1. 01

    Sample data

    A clean demo org hides how a tool copes with a real one.

  2. 02

    Slides first

    Half the hour goes on positioning, not the product.

  3. 03

    Unanswered security questions

    Security and data questions wait for a follow-up call.

  4. 04

    No way to check

    Claims made in the demo cannot be verified afterwards.

02connect

What happens in a SyncOnAI 360 demo?

Connect a sandbox with Salesforce OAuth at the start of the session; the sync runs in the background while we talk through your goals. By the time it finishes, the health score, the audit and the dependency graph are ready for your org.

If you prefer not to connect anything live, we can walk through the product on a representative org first and you can connect your own afterwards on the Free plan.

  • Your sandbox, connected together
  • Results from your org
  • Or a representative org first

Acme Production

Org health · synced 4 minutes ago

82

Health · B

Health

82

Confidence

74

Coverage

91

Apex coverage 78%, from the org's last test run

  • 3 Flows on Case run on the same trigger
  • 11 Apex classes below 75% coverage
  • Managed package source hidden by Salesforce: 2 packages

03show

What will we look at?

The audit's 55 checks and the findings that matter most to you, with evidence and costs. Plain-language questions to the org about processes you know well, so you can judge the answers. A small change built and validated through the proposal path, with its named checks, blast radius and receipt.

For consultancies, we also show how findings become a priced statement of work and a client deal room.

  • Audit findings with evidence
  • Questions you can check
  • A governed change end to end

Proposal: Case intake fault handling

Acme Production

Checks passed
  • Validated against the org without changing it
  • No component outside the change is modified
  • Apex tests pass, coverage 81%
  • No freeze window in effect
  • Policy: production requires a second admin

Blast radius

  • 2 Flows read Case.Priority
  • 1 report filters on it
  • Case_Intake_Route assigns from it

Risk: medium

04questions

Which questions can be answered in the demo?

Security and data handling, using the Trust Center and security overview: what is stored, where, who processes it, and what is not yet in place. Pricing by production org, with sandboxes included. Rollout: roles, approvals and freeze windows for your team.

  • Security and data
  • Pricing
  • Rollout and governance

Workspace security

Settings · Security

  • Configuration onlyMetadata and code. CRM records stay in Salesforce.
  • Isolated per customerEnforced by the database and tested every release.
  • Keys in Google Cloud KMSCredentials encrypted under a per-customer key.
  • Second admin for productionThe author can never approve their own change.
  • Hosted in the United StatesEvery subprocessor listed with its region.

05prepare

How should you prepare?

Bring a sandbox you are comfortable connecting and someone who can authorise it. Think of two or three processes you know well, so you can test the answers, and one small change you would like to see shipped safely. If security review is part of your process, invite that person too.

  • A sandbox and its admin
  • Processes you know well
  • Your security reviewer

SyncOnAI 360

AI architect for Salesforce

Ask SyncOnAI to build flows, rules, Apex, or SOQL...

06consultancy

What does a demo look like for a consultancy?

We start from a client-style org and follow the chain a consultancy sells: the audit and its priced findings, the statement of work generated from them, the engagement with its proof and deal room, and the project board where accepted work lands. Then a change is shipped through the governed path, and the re-audit shows it as verified fixed.

It is the quickest way to see whether the workflow fits how your practice wins and delivers work.

  • Audit to statement of work
  • Engagement and deal room
  • Delivery and verified fixes

Engagement: Service Cloud remediation

Northwind Solutions

  1. Fit
  2. Price
  3. Proof
  4. Proposal
  5. 5SOW
  6. 6Deal room
  7. 7Track
  8. 8Debrief
  9. 9Learn

Statement of work

  • Restore fault handling on Service automation$1,200
  • Consolidate Case triggers into one handler$2,400
  • Remove unused Case fields$600

07enterprise

What does a demo look like for an enterprise team?

We focus on governance: portfolio health across orgs, the deploy policy with freeze windows and required approvers, maker-checker approval for production, receipts and the activity log, and how external AI tools are scoped and logged.

Bring your security reviewer: the Trust Center, subprocessors list and data processing addendum are open in the session, including what is not yet in place.

  • Governance first
  • Receipts and activity log
  • Security questions answered openly

Command Center

Org portfolio

5

Connected orgs

78

Average health

3

Need attention

  • Global Sales · ProductionProd

    12 open findings · Deploy approved 2h ago

    86

  • Service EMEA · ProductionProd

    31 open findings · Change made outside pipeline

    71

  • Partner Portal · ProductionProd

    18 open findings · Audit finished 20m ago

    79

  • Global Sales · UATSandbox

    14 open findings · Proposal validated

    84

  • Service EMEA · DevSandbox

    36 open findings · Sync running

    68

08after

What happens after the demo?

Keep using the sandbox you connected on the Free plan, or disconnect it. If you want to continue on a paid plan, paid plans open to a founding cohort first through the contact form, and enterprise customers get a rollout plan sized to their team.

  • Keep going on Free
  • Founding cohort for paid plans
  • Enterprise rollout plans

Command Center

Org portfolio

5

Connected orgs

78

Average health

3

Need attention

  • Global Sales · ProductionProd

    12 open findings · Deploy approved 2h ago

    86

  • Service EMEA · ProductionProd

    31 open findings · Change made outside pipeline

    71

  • Partner Portal · ProductionProd

    18 open findings · Audit finished 20m ago

    79

  • Global Sales · UATSandbox

    14 open findings · Proposal validated

    84

  • Service EMEA · DevSandbox

    36 open findings · Sync running

    68

09How it works

How the demo runs

About an hour, mostly in the product.

  1. 01

    Request

    Tell us about your team and orgs on the contact form.

  2. 02

    Connect

    Authorise a sandbox at the start of the session.

  3. 03

    Explore

    Audit, questions and a governed change.

  4. 04

    Decide

    Security, pricing and rollout, answered.

10Before and after

A typical demo versus a SyncOnAI 360 session

Without

With SyncOnAI 360

A polished demo org

Your own sandbox

Slides and positioning

Mostly the product

Security questions deferred

Answered with the Trust Center

Claims you cannot check

Results you keep on the Free plan

11Questions

Frequently asked questions

No. A sandbox is better for a demo.

No. Changes only happen through proposals you approve, and the demo change can stay in the sandbox.

No. Metadata is read; CRM records are not stored.

Yes. Continue on the Free plan, or disconnect the org afterwards.

Yes. Start free and connect a sandbox yourself.

Someone who can authorise a sandbox, someone who knows the org's processes, and your security reviewer if needed.

No.

Use the contact form and tell us about your team and orgs.

Yes. Once your sandbox is synced, any Flow in it can be opened and explained in the builder.

Yes, if you would like to share it with colleagues who could not attend.

Several minutes for a large org, in the background, so we start talking while it runs.

12Keep exploring

Related

Why SyncOnAI 360What makes it different, and what it is notPricingEvery feature on every planTrust CenterWhat we hold and how it is protectedAudit a Salesforce orgEvidence, findings, a priced planEnterprise Salesforce teamsGovern every org and every change at scalePlatformUnderstand, build, ship and deliver in one workspace

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