SyncOnAI360

Architecture Intelligence

See how a Salesforce org is really built, not how it was meant to be.

An architecture profile derived from the org itself, a canvas of its data model, and AI that uses both to keep every recommendation consistent with how the org already works.

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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

In one paragraph

SyncOnAI 360 Architecture Intelligence derives how each Salesforce org is built from its own metadata: its automation mix, naming conventions, sharing posture and packaging. A canvas draws the data model, and a compact org profile is given to the AI so its answers and changes fit the existing design rather than a generic one.

Dimensions profiled: automation, naming, sharing, packaging
4Dimensions profiled: automation, naming, sharing, packaging
Data model canvas per org
1Data model canvas per org
AI request grounded in the org's profile
EveryAI request grounded in the org's profile
Audit sections, scored on their own
12Audit sections, scored on their own

01The problem

Why Salesforce architecture is hard to see

Architecture lives in diagrams and in people's heads. The org itself holds the truth, but reading it means opening hundreds of components and inferring the patterns by hand.

  1. 01

    Designs drift

    The documented architecture describes the org as it was planned, not as it is after years of change.

  2. 02

    Patterns are implicit

    Naming conventions and the preferred automation type are never written down; new work ignores them.

  3. 03

    The data model is unseen

    Object relationships live in Setup, one object at a time.

  4. 04

    AI ignores the design

    Generic AI recommends patterns your org does not use, adding another way of doing everything.

02profile

What does a Salesforce architecture profile show?

The Architecture lens describes each org as built: its mix of Flows, Apex, Workflow and Process Builder, its naming conventions, its sharing posture and how much of it comes from installed packages. It is derived from the org's own metadata on every sync, so it never goes stale the way a document does.

The profile describes current state. It is used to keep recommendations consistent with existing practice, and it does not score or grade the architecture; scoring is the job of the health score and the audit.

  • Automation mix
  • Naming conventions
  • Sharing posture
  • Packaging footprint

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

03canvas

How do you see a Salesforce org's data model?

The Canvas lens draws the object-level schema of each org, with a grid view and a dependency view, so the data model can be explored visually instead of object by object in Setup.

The canvas focuses on the data model. For automation and code relationships, open a component in Lineage; for security, the audit's permission checks and the profile's sharing posture cover it.

  • Object-level schema
  • Grid and dependency views
  • Lineage for automation and code

Lineage: Case.Priority

Acme Production · what uses it, what it uses

04grounding

How does the AI respect an org's architecture?

Every AI request carries a compact profile of the connected org: its edition, objects, conventions and scale. Answers and drafts are specific to that org rather than generic, and the chat checks what already exists before it builds.

Org rules go further: they set naming conventions, forbidden patterns and the preferred automation type for each org, and changes the AI drafts are built inside them. The profile is a summary, bounded by what fits in a request; for detail the AI reads the repository directly.

  • Org profile in every AI request
  • Org rules the AI must follow
  • Existing solutions checked first

SyncOnAI 360

AI architect for Salesforce

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

05measure

How do you measure the quality of a Salesforce architecture?

The audit scores twelve sections separately, including automation and Flows, permissions and security, Apex and code, limits and performance, packages and AI readiness, with evidence behind each finding. Findings like several Flows on one trigger, multiple triggers per object, profile-heavy security or sprawling fields point straight at architectural drift.

Combined with the profile and the dependency graph, that gives an architecture review a current, evidenced starting point that can be shared as a read-only report.

  • Twelve scored sections
  • Findings that expose drift
  • Shareable read-only reports

Org Audit

Acme Production · last run 6 minutes ago

Grade C

Automation & Flows

64

Permissions & Security

71

Apex & Code

78

Fields & Data Quality

82

Limits & Performance

91

Change Intelligence

69

Process Intelligence

74

Compliance

80

Packages & Apps

88

Adoption

76

AI Readiness

72

Metadata Graph

85

06How it works

An architecture assessment

From a connected org to an evidenced view of its design.

  1. 01

    Sync

    Connect the org and read its metadata.

  2. 02

    Profile

    See the automation mix, naming, sharing and packaging.

  3. 03

    Draw

    Explore the data model on the canvas.

  4. 04

    Score

    Read the audit's twelve sections and their findings.

  5. 05

    Govern

    Set org rules so new work, human or AI, keeps to the design.

07Before and after

Architecture, documented versus derived

Without

With SyncOnAI 360

Diagrams from the project kickoff

A profile derived from the org on every sync

Conventions in people's heads

Conventions detected and enforced as org rules

The data model one object at a time

A canvas of the whole schema

AI suggesting foreign patterns

AI grounded in the org's own profile

Reviews from opinion

Reviews from twelve scored sections

08Who uses it

Who uses architecture intelligence

Salesforce architectsStart a review from the org as built: the automation mix, conventions, sharing posture and packaging, the data model on a canvas, and twelve scored audit sections, all current as of the last sync.ConsultanciesAssess an inherited client org in the first week and present an evidenced view of how it is really built, shareable as a read-only report the client opens without an account.Salesforce adminsSet org rules for naming, forbidden patterns and the preferred automation type once, so every change the AI drafts follows the existing design.Platform teamsKeep a long-lived org consistent as people come and go: the profile is derived on every sync, so it records how the org is built today rather than how a kickoff diagram said it would be.

09Questions

Frequently asked questions

Understanding how an org is built: its automation, code, data model, security and conventions. SyncOnAI 360 derives this from the org's own metadata.

No. It describes current state. Scoring comes from the health score and the audit's twelve sections.

Yes. The Canvas lens draws the object-level schema with grid and dependency views.

No, it focuses on the data model. Open a component in Lineage for automation and code relationships.

A compact profile of the org is included with AI requests so answers and drafts fit the org's existing design.

Yes. Org rules set naming conventions, forbidden patterns and the preferred automation type, and AI-drafted changes are built inside them.

It is derived on every sync, so it reflects the org as of the latest refresh.

Yes. Every plan includes every feature.

Yes. Health and audit reports can be shared as read-only links that expire and can be withdrawn at any time, so a review can go to a client or steering group without giving them an account.

10Keep exploring

Related

Salesforce architectsDesign from the real orgDependency GraphEvery relationship, traced to evidenceOrg Audit55 checks, priced findings, a letter gradeOrg IntelligenceUnderstand every org down to its sourceAI AgentOrg-aware chat and specialist agentsPricingEvery feature on every plan

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