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Knowledge Hub

Expert Salesforce answers without hunting through twenty tabs.

Search Salesforce documentation, proven delivery patterns, your own org and your team's notes in one place, and get answers the chat can cite.

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Knowledge Hub

Documentation, patterns, your orgs and pages

  • [1] Salesforce documentationFault connectors and error handling in Flows
  • [2] Your orgCase_Intake_Route: 2 elements without a fault path
  • [3] DependenciesEscalate_High_Priority runs after it on save
  • [4] PagesRunbook: Service automation standards

In one paragraph

SyncOnAI 360 Knowledge Hub is one search across Salesforce documentation, delivery patterns for CPQ, Field Service, Agentforce and Financial Services Cloud, and your own workspace: connected orgs, their components and dependencies, health and audit findings, and your Pages. Results appear as numbered sources in chat.

Kinds of source in one search
6Kinds of source in one search
Specialist delivery pattern sets: CPQ, FSL, Agentforce, FSC
4Specialist delivery pattern sets: CPQ, FSL, Agentforce, FSC
Counts of what is indexed, never padded
RealCounts of what is indexed, never padded
Searches the hub from inside any chat
#Searches the hub from inside any chat

01The problem

Why Salesforce knowledge is so hard to find when you need it

The answer to a Salesforce question is usually split three ways: what Salesforce documents, what experienced consultants know, and what your org actually does. Searching each separately is slow, and the third is rarely written down.

  1. 01

    Documentation is generic

    Salesforce's documentation explains how a feature works, not how your org uses it. Bridging the two takes someone who knows both.

  2. 02

    Expertise walks out the door

    Pricing logic, scheduling rules and agent design patterns live in senior people's heads, and leave when they do.

  3. 03

    Your org is undocumented

    Why a Flow exists, what a field is for, which team owns a permission set: the context for your own org is the hardest thing to find.

  4. 04

    Notes go missing

    Runbooks, decisions and meeting notes end up in drives and chat threads that nobody can search alongside the org.

03patterns

Which Salesforce delivery patterns are included?

The Knowledge Hub carries delivery patterns for CPQ pricing, Field Service scheduling, Agentforce agent design and Financial Services Cloud data models. These are the kinds of knowledge that normally live in a senior consultant's head, available to everyone on the team.

Patterns appear alongside your org's own components, so an answer about CPQ pricing rules can point to the rules in your connected org that it applies to.

  • CPQ pricing
  • Field Service scheduling
  • Agentforce agent design
  • Financial Services Cloud data models

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04in chat

How does the Knowledge Hub work with the AI chat?

Type # in the chat composer to search the Knowledge Hub directly, or ask a question and the chat searches it for you. Results appear as numbered sources under the reply, so every answer can be checked against what it was based on.

Paste a web address into a message and the chat can read it too. Answers you want to keep can be saved as a page with one click.

  • # to search from the composer
  • Numbered, checkable sources under every reply
  • Save any answer as a page

SyncOnAI 360

AI architect for Salesforce

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

05pages

Where does your team's own knowledge live?

Pages hold requirements, runbooks and meeting notes, linked to your projects and orgs. Record a meeting and the transcript becomes a page; save any chat answer as a page; restore anything deleted from trash.

Files attached to conversations stay with them, and the document library keeps uploaded and generated documents together. All of it is searchable from the Knowledge Hub alongside the org itself.

  • Pages for requirements, runbooks and notes
  • Meeting transcripts become pages
  • Files and documents kept with their work

Knowledge Hub

Documentation, patterns, your orgs and pages

  • [1] Salesforce documentationFault connectors and error handling in Flows
  • [2] Your orgCase_Intake_Route: 2 elements without a fault path
  • [3] DependenciesEscalate_High_Priority runs after it on save
  • [4] PagesRunbook: Service automation standards

06meetings

How do meetings and documents become searchable knowledge?

Record a meeting straight into a page: pick the browser tab with the call, its audio is transcribed as you go, and when you stop the transcript is saved as a page. Discovery calls, design reviews and handovers become searchable alongside the org they were about. The recorder runs on OpenAI's speech model, so it needs an OpenAI key in the workspace for now.

Pages can also be created directly, or from any chat answer with Save as page. Deleting a page moves it to trash, where it can be restored. Files attached to conversations stay with them, and the document library keeps uploaded and generated documents together, so nothing your team produces disappears into a personal drive.

  • Meeting audio transcribed into a page
  • Save any chat answer as a page
  • Trash with restore
  • A document library for uploaded and generated files

Knowledge Hub

Documentation, patterns, your orgs and pages

  • [1] Salesforce documentationFault connectors and error handling in Flows
  • [2] Your orgCase_Intake_Route: 2 elements without a fault path
  • [3] DependenciesEscalate_High_Priority runs after it on save
  • [4] PagesRunbook: Service automation standards

07How it works

How the Knowledge Hub works

Everything your team needs to know, searchable in one place.

  1. 01

    Connect

    Connect orgs and their components, dependencies and findings are indexed.

  2. 02

    Write

    Add Pages, record meetings and save answers worth keeping.

  3. 03

    Search

    Ask in the hub or type # in chat.

  4. 04

    Cite

    Every result appears as a numbered source you can open and check.

08Before and after

Finding answers, with and without SyncOnAI 360

Without

With SyncOnAI 360

Documentation, your org and your notes searched separately

One search across all of them

Expert patterns in one person's head

Delivery patterns available to the whole team

AI answers you cannot check

Numbered sources under every reply

Runbooks lost in shared drives

Pages linked to projects and orgs

Padded counts and empty sources

Real counts, and unconnected sources say so

09Who uses it

Who uses the Knowledge Hub

Salesforce adminsSearch components, documents and findings in one place, and open any component straight into its lineage.ConsultanciesBring a new consultant up to speed on a client org from its metadata, pages and audit findings in one search.Salesforce developersFind the component, the related documentation and the Salesforce guidance together, cited under every chat answer.Salesforce architectsKeep standards and decisions searchable beside the org, so the AI draws on them when it answers.

10Questions

Frequently asked questions

One search across Salesforce documentation, delivery patterns, your org's components and dependencies, health and audit findings, and your team's Pages.

Yes. It includes delivery patterns for CPQ pricing, Field Service scheduling, Agentforce agent design and Financial Services Cloud data models.

Type # in the chat composer, or just ask a question and the chat searches the Knowledge Hub for you, citing its sources.

Yes. Components, dependencies, health and audit findings for connected orgs are all searchable, alongside documentation and patterns.

A combination of keyword and meaning-based matching. If meaning-based search is not available for a workspace, keyword search still works.

Yes. Pages hold your requirements, runbooks and notes, and meeting transcripts and saved chat answers become pages too.

Yes. In chat, Knowledge Hub results appear as numbered sources under the reply so they can be checked.

No. Your orgs, pages and files belong to your workspace and are isolated from every other customer.

Yes. Record a meeting from Pages and the transcript is saved as a page you can search. The recorder needs an OpenAI key in your workspace for now.

It moves to Trash, where it can be restored or deleted for good. A page deleted for good cannot be recovered.

Yes. The top of the hub shows real counts of connected orgs, components with full source, dependency links, the latest audit, recent syncs and Pages. A source that is not connected says so.

Every plan includes every feature. Free covers one user and one production org with its sandboxes, on your own Anthropic or OpenAI key, with no credit card and no time limit. Paid plans include AI and cover more people and production orgs.

They are now the map view inside each org's Lineage lens, where a component opens its full analysis. Old links forward there.

Yes. Paste a web address into a chat message and it can be read alongside the Knowledge Hub, with sources shown under the reply.

11Keep exploring

Related

AI AgentOrg-aware chat and specialist agentsSalesforce MCPClaude, Cursor and any MCP client, read onlyProjectsDelivery linked to what shippedPlatformUnderstand, build, ship and deliver in one workspacePricingEvery feature on every planDocumentationThe full product guide

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