SyncOnAI360

Projects

Salesforce delivery where the board shows what actually shipped.

Boards, backlogs, sprints, roadmaps and releases, in the same workspace as the orgs, so every work item links to the change that delivered it.

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Service Transformation

Projects · Board · Sprint 7

To do 2

Remove 14 unused Case fields

From audit

Consolidate Account triggers

Apex

In progress 1

Fault paths on intake Flows

From audit

In review 1

APAC routing for Service

Flow

Done 1

Retire Process Builder on Lead

Release 24.3

Work items link to the proposals and deploys that delivered them

In one paragraph

SyncOnAI 360 Projects is delivery management built into the platform that changes your Salesforce orgs. Each project has a board, backlog, sprints, roadmap, Gantt, releases, reports and wiki, and work items link to the audit findings that raised them and the proposals and deploys that delivered them.

Project views, from board and backlog to wiki and audit
11Project views, from board and backlog to wiki and audit
Step from an audit finding to a work item
1Step from an audit finding to a work item
Work item can link to the deploy that delivered it
EveryWork item can link to the deploy that delivered it
Connectors: Jira, GitHub and Slack
3Connectors: Jira, GitHub and Slack

01The problem

Why Salesforce project boards drift from reality

Most Salesforce teams track work in one tool and change orgs in another. The board says done; the org says otherwise. Nobody can answer which requirement a production change belongs to without asking around.

  1. 01

    Done is not deployed

    A ticket moves to done when someone drags it. Whether the change reached production, and which version, lives somewhere else.

  2. 02

    Findings never become work

    Audits produce lists. Turning each finding into a scoped, estimated work item happens by hand, if it happens at all.

  3. 03

    Knowledge scattered

    Requirements in one place, decisions in chat, runbooks in a shared drive. The context for a change is gone by the time someone needs it.

  4. 04

    Status meetings to reconstruct status

    Leaders ask what shipped this sprint, and the team spends an hour matching tickets to deploys.

02views

What does Salesforce project management in SyncOnAI 360 include?

Every project has a Board with work items by status, a Backlog of everything not yet in a sprint, Sprints to plan and run, a Roadmap and Gantt by epic with dependencies, a Calendar and Workload view to see who has too much, Releases to group work, Reports on the same report engine as the rest of the platform, a Wiki for project documents, the project's own Audit history and a Trash to restore deleted items.

Work items carry a description, status, assignee, dates, custom fields, attachments, time tracking and history. Comments reply in threads with @mentions, and Watch notifies you when an item is commented on or changes status.

  • Board, backlog, sprints, roadmap and Gantt
  • Calendar, workload, releases and reports
  • Wiki, history and restorable trash
  • Threads, mentions and watchers on every item

Service Transformation

Projects · Board · Sprint 7

To do 2

Remove 14 unused Case fields

From audit

Consolidate Account triggers

Apex

In progress 1

Fault paths on intake Flows

From audit

In review 1

APAC routing for Service

Flow

Done 1

Retire Process Builder on Lead

Release 24.3

Work items link to the proposals and deploys that delivered them

03linked

How are work items linked to Salesforce changes?

Audit findings become work items in one step, carrying their evidence and estimate. Work items link to the proposals and deploys that delivered them, so the board shows what actually shipped, and the deploy receipt shows which work it belonged to.

When an audit re-runs after the fix is deployed, the finding is marked verified fixed or regressed. The loop from problem to proof closes in one place instead of three.

  • Findings to work items with evidence and estimate
  • Work items linked to proposals and deploys
  • Fixes verified by the next audit run

Org Audit

Acme Production · last run 6 minutes ago

Grade C
high

SOQL query inside a loop

Drafted a fix for OpportunitySync.cls: one query before the loop, results mapped by Id. Validated against the org. Proposal waiting for approval.

  1. Detected

  2. Fix proposed

  3. Fix deployed

  4. Verified fixed

04settings

Can projects be configured to match how our team works?

Project settings manage members and roles, custom fields on work items, webhooks and templates. Webhooks send events to another system when an item is created, updated, changes status, is commented on or gets an attachment; addresses on private networks are refused.

Save any project's columns and fields as a template, and start new projects from it with everything copied in. Pages keep requirements, runbooks and meeting notes next to the work, and a recorded meeting's transcript can become a page.

  • Members, roles and custom fields
  • Webhooks for created, updated, status, comment and attachment events
  • Project templates
  • Pages for requirements, runbooks and meeting notes

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

05stack

Does it work with Jira, GitHub and Slack?

Yes. Raise audit findings as Jira Cloud issues for teams that plan there, record each deployed change as a GitHub pull request for teams that keep metadata in Git, and post deploy results to a Slack channel. Jira and GitHub are in beta.

Admins connect each integration once for the workspace. Delivery stays in the tools people already use, with SyncOnAI 360 holding the link between the work and the org.

  • Jira: findings raised as issues
  • GitHub: deployed changes as pull requests
  • Slack: deploy results

Claude Desktop

Connected to SyncOnAI 360 · read only

Read only

In the production org, what uses Account.Rating?

  • List orgs3 orgs this token can read
  • Where usedAccount.Rating: 4 components
  • Audit findingsLatest assessment: 37 open findings

Four components use Account.Rating: two Flows, one report and a validation rule. This covers every component this token can see.

3 calls recorded in your workspace activity log

06reporting

How do you report on Salesforce delivery?

Each project's Reports tab uses the same report engine as the main Reports page, so the widgets a project lead builds and the dashboards leadership reads come from one source. Releases group work so a release report covers exactly what went out together.

Across projects, the Command Center shows backlog KPIs and sprint progress beside org health and recent activity, so a delivery lead starts the day with both the work and the orgs in view. Because work items link to deploys, a report can say what shipped rather than what was dragged to done.

  • Project reports on the shared report engine
  • Release-level reporting
  • Backlog and sprint KPIs in the Command Center
  • Reports grounded in deploys, not card moves

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

07How it works

How delivery works in SyncOnAI 360

From a finding or a request to a verified change.

  1. 01

    Capture

    Create work items, or turn audit findings into them in one step.

  2. 02

    Plan

    Prioritise the backlog, plan sprints and group work into releases.

  3. 03

    Build

    Build the change in chat or on the builders and link the proposal.

  4. 04

    Ship

    The deploy is approved and receipted, and the item shows it.

  5. 05

    Verify

    The next audit confirms the fix, and reports show what shipped.

08Before and after

Salesforce delivery, with and without SyncOnAI 360

Without

With SyncOnAI 360

Done means someone dragged the card

Done links to the deploy that shipped it

Audit findings retyped as tickets

Findings become work items in one step

Status meetings to match tickets to deploys

Reports on work and deploys from one source

Context lost across tools

Pages, comments and history beside the work

No proof a fix held

The next audit marks it verified fixed or regressed

09Who uses it

Who runs projects

Delivery leadsPlan sprints, releases and the roadmap beside the orgs being changed, with work items linked to the deploys that delivered them.
ConsultanciesRun every client project in the same workspace as the client's org, so status reports point at shipped changes rather than card movements.Platform teamsTurn audit findings into work items in one step, keeping each finding's evidence and estimate on the card.Platform ownersSee delivery across projects in reports that share one engine with every project's own Reports tab.

10Questions

Frequently asked questions

It can be, with boards, backlogs, sprints, roadmaps, releases and reports. Teams that keep Jira can raise audit findings there and use both.

Select findings in the audit and put them on a project board in one step. Each work item keeps the finding's evidence and estimate.

Yes. Work items link to the proposals and deploys that delivered them, so the board shows what actually shipped.

Yes. Add your own fields to work items in project settings, and save the project's columns and fields as a template for new projects.

Yes. Project webhooks send events when items are created, updated, change status, receive comments or get attachments. Addresses on private networks are refused.

Yes. Deleted work items go to the project's trash and can be restored.

In each project's wiki and in Pages, which keep requirements, runbooks and meeting notes beside the work. A recorded meeting's transcript can become a page.

Yes. Every plan includes every feature. Plans differ in users, production orgs and whether AI is included.

Yes. The Command Center shows backlog KPIs and sprint progress across projects, alongside org health and recent syncs, deploys and audits.

Releases group work items so you can plan, track and report on what goes out together, alongside sprints and the roadmap.

Yes. A work item has its description, status, assignee, dates, custom fields, attachments, time tracking and full history.

Each project's wiki holds project documents, and managers and admins can delete wiki pages.

Yes. Comments reply in threads, you can edit or delete your own, and @mentioning a teammate notifies them. Watching an item notifies you of comments and status changes.

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.

11Keep exploring

Related

Org Audit55 checks, priced findings, a letter gradeDeploy and ApprovalsChecks, approval, receipts, rollbackAudit to SOWFindings to a priced statement of workPlatformUnderstand, build, ship and deliver in one workspacePricingEvery feature on every planDocumentationThe full product guide

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