# Run Salesforce delivery from the same place you change the org. > SyncOnAI 360 Delivery connects the commercial and project side of Salesforce work to the orgs it changes. Engagements and statements of work are built from audit evidence, projects track work items linked to the proposals and deploys that delivered them, Pages and the Knowledge Hub hold the context, and read-only links share progress. Source: https://synconai360.com/platform/delivery ## Key facts - **9**: Engagement steps, from fit to learn - **11**: Project views, from board to wiki - **1**: Chain from audit to SOW to project to deploy - **Every**: Work item can link to the deploy that shipped it ## Why Salesforce delivery is run across disconnected tools Scoping happens in documents, estimates in spreadsheets, work in a ticketing tool, changes in Salesforce and progress in status meetings. Each tool is reasonable on its own; the gaps between them are where margin and trust leak away. - **Scope without evidence.** Statements of work are written from interviews, so every line can be argued and every overrun can be blamed on the brief. - **Tickets that are not deploys.** Boards track what people dragged to done. What actually reached production lives somewhere else. - **Context that evaporates.** Decisions made in calls and chat threads are gone by the time someone needs to know why a change was made. - **Proof by status update.** Clients and leadership are asked to trust a slide, because nothing ties the reported progress to the org. ## How is Salesforce work scoped and won from evidence? Run the audit on a connected org and every finding carries evidence, an effort band and an estimated cost at a stated $150 an hour. Select the findings that matter and they become a priced statement of work, each line written as an outcome, with carrying cost and exposure kept in the business case rather than the price. Engagements take a pursuit through nine steps: fit, price, proof, proposal, SOW, deal room, track, debrief and learn. Pricing uses your rate card and currency, the Proof Vault matches past wins by cloud and industry, and the deal room shares the proposal with the client. - Statements of work priced from audit findings - Nine-step engagements with rate card and currency - Proof matched from your past wins - Deal rooms for the client ## How is Salesforce delivery tracked against real changes? Projects give every initiative a board, backlog, sprints, roadmap and Gantt, calendar and workload, releases, reports, a wiki, its own history and a restorable trash. Accepted findings land on the board as work items with their evidence and estimate. Work items link to the proposals and deploys that delivered them, so the board shows what actually shipped. When the audit runs again, fixed findings are marked verified fixed or regressed. Findings can be raised in Jira, deploys recorded in GitHub, and deploy results posted to Slack. - Board, backlog, sprints, roadmap, releases and reports - Findings to work items with evidence - Work items linked to deploys - Fixes verified by the next audit ## Where does delivery knowledge live? Pages hold requirements, runbooks and meeting notes beside the work. Record a meeting and its transcript becomes a page; save any chat answer as a page. Everything is searchable from the Knowledge Hub alongside the org, Salesforce documentation and delivery patterns. The Command Center starts each day with org health, backlog and sprint KPIs, agent activity, the sales pipeline and an action queue on one screen, so a delivery lead sees both the work and the orgs it affects. - Pages for requirements, runbooks and notes - Meeting transcripts saved as pages - One search across the org and the team's knowledge - Delivery and org health together in the Command Center ## How do you prove Salesforce work was delivered? Every change that delivers the work goes through checks and approval and leaves a deploy receipt naming the request, the checks, the approver and the time. Because work items link to those deploys, progress reports come from what shipped. Share a read-only health summary, health report or audit with a client or stakeholder through a link that expires and can be withdrawn at any time. The next audit run marks each fix verified, which is the evidence a client, a steering committee or an auditor actually wants. - Deploy receipts behind every delivered item - Read-only, withdrawable share links - Re-audits that verify each fix ## How does delivery connect to the tools a team already uses? Teams that plan in Jira can raise audit findings as Jira Cloud issues and check their status back. Teams that keep metadata in Git can have each deployed change recorded as a GitHub pull request. Slack receives deploy results in the channel you choose. Project webhooks send work item events, created, updated, status changed, comment added and attachment added, to any other system you run, and addresses on private networks are refused. Your own AI assistants can read the orgs behind the work through the read-only MCP connection. - Findings raised as Jira issues - GitHub for teams that keep code in Git - Slack notifications for deploys and audits - Webhooks for every work item event ## The delivery chain 1. **Audit.** Connect the org and get evidenced, priced findings. 2. **Scope.** Turn chosen findings into a priced statement of work. 3. **Win.** Run the engagement and share the proposal in a deal room. 4. **Deliver.** Plan the work on a board and ship it through governed change. 5. **Prove.** Share read-only progress and let the re-audit verify each fix. ## Delivery, scattered versus connected | Without | With SyncOnAI 360 | |---|---| | Scope from interviews | Scope from audit evidence, priced by effort | | Estimates rebuilt in a spreadsheet | A statement of work in one step from findings | | Done means the card moved | Done links to the deploy that shipped it | | Decisions lost in calls | Meeting transcripts and pages beside the work | | Progress by slide | Progress by receipts and verified re-audits | ## Frequently asked questions ### What does Salesforce delivery management include? In SyncOnAI 360: engagements and statements of work, project boards with sprints, roadmaps and releases, pages and meeting notes, and read-only sharing, all linked to the orgs and deploys the work affects. ### Is this only for consultancies? No. Consultancies use the full chain from engagement to proof. In-house teams use projects, pages and sharing to run their own roadmap and report to leadership. ### How does an audit become a statement of work? Select findings and SyncOnAI 360 builds a priced statement of work from each finding's effort band at $150 an hour, with lines written as outcomes. ### Can work items show what was deployed? Yes. Work items link to the proposals and deploys that delivered them, and deploy receipts show the request, checks and approver. ### Does it replace Jira? It can, with its own boards and sprints. Teams that keep Jira can raise audit findings there and use both. ### Can clients see progress? Yes, through read-only links to health summaries, health reports and audits. Links expire and can be withdrawn at any time. ### Where do meeting notes go? Record a meeting into Pages and the transcript is saved as a page, searchable from the Knowledge Hub. The recorder needs an OpenAI key in the workspace for now. ### Is delivery included on every plan? Yes. Every plan includes every feature; plans differ in users, production orgs and whether AI is included. ### Can project events reach our other systems? Yes. Project webhooks send events when work items are created, updated, change status, receive comments or get attachments. ### Can projects start from a template? Yes. Save a project's columns and custom fields as a template, and new projects can start from it. ### Can we see delivery and org health together? Yes. The Command Center shows backlog and sprint KPIs beside org health, agent activity, the sales pipeline and an action queue.