# Run Salesforce at enterprise scale, with AI you can govern.

> SyncOnAI 360 is an AI platform for enterprise Salesforce teams. It keeps a searchable copy of each org's configuration and code, scores its health, maps what depends on what, and drafts changes in chat or on visual builders. Every change is validated, approved by an admin who did not make it, and recorded with a way to roll it back.

Source: https://synconai360.com/enterprise

## Key facts

- **2**: People behind every production change: the maker and a different approving admin
- **30**: Production orgs on the Business plan, more on Enterprise, sandboxes free
- **55**: Automated audit checks run on every refresh
- **0**: CRM records copied out of Salesforce

## Why Salesforce gets harder to change the bigger you get

Every enterprise org is years of decisions by people who have moved on. Add several production orgs, a few delivery partners and now AI tools that can generate metadata in seconds, and the question is no longer how fast a change can be built. It is whether anyone can say what it will touch, who approved it, and how to undo it.

- **Nobody can see the whole estate.** Each org has its own admins, its own conventions and its own history. Health, risk and change activity live in separate tools and spreadsheets, so leadership finds out about a problem org when it breaks something.
- **Impact is a guess.** A field rename or a Flow change can quietly break automation, reports and integrations elsewhere in the org. Without a map of dependencies, every release is a judgement call.
- **AI speeds up the risk too.** Generic AI tools will happily write Apex or Flows for an org they have never seen. Faster changes with no context and no approval path just move incidents earlier.
- **Audit trails with gaps.** When a production change happens outside the release process, there is no record of what was asked for, who approved it or what it replaced. Compliance reviews and incident post-mortems stall on the missing link.

## How do you see the health of every Salesforce org at once?

Connect sandbox and production orgs with Salesforce OAuth and SyncOnAI 360 keeps a searchable copy of each one's configuration and code: objects and fields, Flows, Apex, Lightning components and more than twenty other metadata types, with their full source. Each org gets a health score built from evidence, with confidence and coverage kept separate so an org Salesforce partly hides from view is never mistaken for a healthy one.

The Command Center puts every connected org on one screen with its health score, alongside a feed of syncs, deploys and audits and a prioritised action queue, so platform owners see which org needs attention before users do. The org audit runs 55 checks on every refresh, including production changes made outside your release process.

- Health, confidence and coverage scored separately for every org
- Apex test coverage taken from the org's own last test run
- Changes over time, marked as made through SyncOnAI 360 or elsewhere
- Sandboxes linked to a production org are included free

## How do you govern AI-built changes to production?

Nothing the AI builds goes straight into an org. Every change becomes a proposal with named pre-flight checks, a before and after view of every file, and its blast radius: everything else in the org that uses the components being changed. It is validated against the target org before anyone is asked to approve it, so the errors you see are real Salesforce errors.

Production needs an approved proposal, and the approver must be an admin other than the person who made the change. A deploy policy adds freeze windows, required approvers and auto-approval rules for low-risk work. A policy can make deploys stricter; it can never let through a change that failed its checks or was rejected.

- Pre-flight checks that must pass, whatever the policy says
- Two-person approval for every production change
- Freeze windows and required approvers set once for the workspace
- Production deploys with Apex run its tests, at Salesforce's 75% coverage bar

## What evidence do you get for audit and compliance?

Every deploy leaves a receipt: what changed, the request that produced it, the checks it passed, who approved it and when. Any deploy can be rolled back from its receipt, which redeploys the version of each component recorded before the change. Rolling back production also needs an admin.

Privileged actions across the workspace are written to an activity log you can read, including every call made by an external AI client. Audit findings map to SOC 2, ISO 27001 and Essential Eight controls, which gives your compliance team a working list rather than a blank page.

- Deploy receipts with requester, approver, checks and timestamps
- One-click rollback to the recorded previous version
- Activity log of privileged actions and AI client calls
- Findings mapped to common control frameworks

## How is our Salesforce data protected?

SyncOnAI 360 stores your org's metadata, meaning object and field definitions, automation, code and how they connect. It does not copy CRM records: contacts, accounts, opportunities and cases stay in Salesforce, and record queries and reports run live against the org.

Each customer's data is isolated by the database itself, and that isolation is tested against a real database on every release. Salesforce and AI credentials are encrypted under a data key held per customer, which is in turn protected by a key in Google Cloud KMS that never leaves Google. The service is hosted in the United States, and every company that processes data is listed with its region.

- No CRM records stored, only configuration and code
- Customer isolation enforced and tested at the database level
- Credentials encrypted with keys held in Google Cloud KMS
- Your own AI provider key, or AI included, with providers that do not train on API traffic

## How an enterprise rollout works

1. **Connect a sandbox first.** Authorise a sandbox with Salesforce OAuth. You can revoke access from your own Salesforce Setup at any time.
2. **Baseline the org.** The first sync builds the health score, the dependency map and an audit of 55 checks, with evidence for every finding.
3. **Set the guardrails.** Invite admins and members, set the deploy policy, freeze windows and required approvers, and choose your own AI key or included AI.
4. **Ship governed changes.** Teams build in chat or on the builders. Every change is a proposal that is validated, approved by a second admin and recorded.
5. **Extend across the estate.** Add production orgs and teams, raise findings in Jira, record deploys in GitHub, post deploy results to Slack, and track every org from the Command Center.

## Running Salesforce, with and without SyncOnAI 360

| Without | With SyncOnAI 360 |
|---|---|
| Each org reviewed on its own, if at all | Every org's health score and recent activity on one screen |
| Impact analysis by memory and spreadsheet | A dependency map showing what a change will touch before it is made |
| AI tools that have never seen your org | AI that works from your org's own objects, fields and conventions |
| One person can push to production | Every production change approved by a second admin |
| Changes made outside the release process go unnoticed | Production changes made elsewhere are flagged by the audit |
| Rollback means rebuilding from memory | Roll back from the receipt to the recorded previous version |

## Frequently asked questions

### Is SyncOnAI 360 built for enterprise Salesforce teams?

Yes. It is built for teams that run several Salesforce orgs and need to change them safely: platform owners, admins, developers, architects and the partners who work alongside them. The Business plan covers 30 production orgs and 25 users, and the Enterprise plan is sized to your organisation.

### Can the AI change our production org without approval?

No. The AI can read, analyse and draft. Every change becomes a proposal with named pre-flight checks, and nothing reaches production until it is approved. When a workspace has two or more admins, the approver must be someone other than the person who made the change.

### Does SyncOnAI 360 store our customer records?

No. It stores your org's metadata: object and field definitions, automation, code and their relationships. Contacts, accounts, opportunities, cases and other records stay in Salesforce, and record queries and reports run live against the org.

### Where is our data hosted?

In the United States. The application and database run in Boston, files are kept in private storage in eastern North America, and encryption keys are held in Google Cloud. Every company that processes data, and its region, is listed on the subprocessors page.

### Which AI models does it use, and do they train on our data?

SyncOnAI 360 uses models from Anthropic and OpenAI, which do not train on API traffic. You can use your own provider key, so calls run on your own account, or use AI included in a paid plan.

### How do we keep a full record of changes for auditors?

Every deploy has a receipt with what changed, the request behind it, the checks it passed, who approved it and when. Privileged actions are recorded in the activity log, including calls from external AI clients, and any deploy can be rolled back from its receipt.

### Can we enforce freeze windows and approval rules?

Yes. The deploy policy sets freeze windows, required approvers and auto-approval rules for low-risk changes. A policy can only make deploys stricter; a change that failed its checks or was rejected can never be let through by policy.

### Does it work with our existing release tools?

SyncOnAI 360 raises audit findings as Jira Cloud issues, records deployed changes as GitHub pull requests, and posts deploy results to Slack. Changes can be moved from a sandbox to production through the same approval path, and teams that keep Apex and LWC in Git can continue to.

### Can our own AI assistants use it?

Yes. Claude Desktop, Cursor and other clients that support the Model Context Protocol can connect to your workspace with read-only access to the orgs you choose. They cannot create, edit or deploy anything, and every call is logged.

### What security certifications do you hold?

SyncOnAI 360 does not yet hold a SOC 2 or ISO 27001 certificate. Our Trust Center sets out every control that is in place, with the evidence for each, so your security team can review exactly what exists today.