# Run your Salesforce org with confidence, not guesswork.

> SyncOnAI 360 for Salesforce admins is an org-aware workspace for running and changing Salesforce without code. Ask questions about the org in plain language, read health and audit findings with evidence, see what any field or Flow affects, build and fix Flows and pages visually, and deploy through checks and approval.

Source: https://synconai360.com/solutions/salesforce-admins

## Key facts

- **0**: Lines of code needed for everyday admin work
- **55**: Audit checks on your org, with evidence
- **1**: Edit to add fault handling across a whole Flow
- **Free**: Plan for one admin and one production org

## Why Salesforce admin work keeps getting harder

Admins inherit orgs full of automation they did not build, field requests that pile up, and the quiet fear that the next change will break something nobody remembered. Most help on offer assumes you write code.

- **An org you did not build.** Hundreds of Flows, validation rules and permission sets with no documentation, and a backlog that does not wait while you learn them.
- **What else runs on save.** A new Flow collides with an old trigger, and the only clue is a user's error message and a failure email.
- **Every change is a gamble.** Renaming a picklist value or a field might break a report, a Flow or an integration. Where Is This Used only tells part of the story.
- **Tools built for developers.** Deployment tools and AI coding assistants assume an IDE, Git and Apex, not someone who works in Setup.

## How can a Salesforce admin understand an unfamiliar org?

Ask in plain language: "Which Flows on Case overlap?", "What writes to Opportunity.Amount?", "Is any of this unused?" The chat answers from your org's own metadata, shows the tools it used and cites its sources. Lineage gives every component a plain-language overview of what uses it and what it uses.

The health score shows how well the org is built, with confidence kept separate so hidden package code is never mistaken for health, and the audit runs 55 checks with the evidence behind each finding. The Architecture lens describes how the org is built, and Changes shows what moved and where it came from.

- Plain-language questions answered from your org
- Lineage overviews for any field, Flow or class
- Health and audit with evidence

## How do admins troubleshoot and fix Salesforce Flows?

Open any Flow by name and the builder explains it in plain sentences first. What Else Runs lists everything that fires when its record is saved, in Salesforce's order of execution. Paste the failure email Salesforce sent and the canvas selects the element that failed and the path the run took.

Add fault handling to every element that can fail in one edit, rename resources with every reference updated, and see if someone changed the Flow in Salesforce since you opened your draft. The Flow and Automation agent can draft fixes, shown as previews you accept or reject.

- Order of execution for every save
- Failure emails traced to the failing element
- Fault handling in one edit
- A Flow and Automation specialist agent

## How can admins know what a change will break?

Before changing a field or picklist, ask: who writes to this field, what does changing this value break, is this metadata genuinely unused, does something already do this? Each question has its own analysis, built from the org's parsed source, and the chat runs them when you ask.

Nothing is called unused unless the evidence needed to prove it was actually read, so the cleanup list you get is one you can act on. When the change becomes a proposal, its blast radius is shown beside the checks.

- Field writers and picklist impact before you change them
- Unused only when the evidence is complete
- Blast radius on every proposal

## How do admins deploy Salesforce changes safely?

Everything you build becomes a proposal with named pre-flight checks and a before and after view, validated against the org before anyone approves it. Deploy to a sandbox to test, then send it for production approval.

If something goes wrong, roll back from the deploy receipt to the version recorded before the change. The Salesforce Admin agent covers objects, fields, validation rules, layouts, list views and reports, so routine work moves quickly and still goes through the same safe path.

- Proposals validated before approval
- Sandbox first, production with approval
- Rollback from the receipt
- A Salesforce Admin specialist agent

## How do admins report org health to leadership?

The health score comes with a letter grade and a plain sentence, from A, excellent and enterprise ready, to F, critical and needing immediate action, so the state of the org can be explained without jargon. The audit adds the evidence and an estimated cost to fix for each finding.

Share a read-only link to the health report or audit with leadership or a partner, and withdraw it when it is no longer needed. When fixes are deployed and the audit runs again, each finding is marked verified fixed, so progress is something you can show rather than describe.

- A grade and a plain sentence leadership understands
- Costed findings for the business case
- Read-only links you can withdraw
- Verified fixes after each re-audit

## An admin's first week with SyncOnAI 360

1. **Connect a sandbox.** Authorise it with Salesforce OAuth; revoke any time from Setup.
2. **Read the org.** Health, audit, lineage and architecture after the first sync.
3. **Ask questions.** Get plain-language answers about anything in the org.
4. **Fix something.** Repair a Flow with fault handling and test it in the sandbox.
5. **Ship it.** Send the proposal for production approval, with rollback ready.

## Admin work, with and without SyncOnAI 360

| Without | With SyncOnAI 360 |
|---|---|
| Clicking through Setup to learn the org | Plain-language answers from the org itself |
| Guessing what else runs on save | Order of execution listed for every save |
| Where Is This Used and hoping | Impact analysis from parsed source |
| Fault paths added one element at a time | Fault handling across a Flow in one edit |
| Changes straight into production | Validated proposals, sandbox first, rollback ready |

## Frequently asked questions

### Do I need to code to use SyncOnAI 360?

No. Admins work through plain-language chat, the Flow and Lightning page builders, lineage, health and the audit. Developers get the code tools when they need them.

### Can it help me understand an org I inherited?

Yes. The first sync gives you health, an audit with evidence, lineage, technical debt, architecture and change history, and you can ask the chat about anything in the org.

### How does it help with Flows?

It explains Flows in plain sentences, lists everything that runs on save in order, traces failure emails to the failing element, adds fault handling in one edit and renames safely.

### Will it change my org without asking?

No. Every change is a proposal you review, validated against the org first, and production needs approval.

### Can it tell me if a field is safe to delete?

It tells you whether the evidence shows the field is unused. If the source needed to prove that could not be read, it says unknown and why.

### Is there a free plan for a single admin?

Yes. 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.

### What if a change goes wrong in production?

Roll back from the deploy receipt to the version of each component recorded before the change. Components the deploy created are removed separately.

### Can I build Lightning pages?

Yes. The Lightning Page Builder draws the page as it renders, with X-Ray, a side-by-side diff and persona preview, and pages can be deployed without the AI model.

### Can I explain the org's health to non-technical leaders?

Yes. The score maps to a letter grade with a plain sentence, and audit findings carry an estimated cost to fix, which frames the work as a business decision.

### Does the AI follow our org's conventions?

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