# Report on Salesforce delivery from what actually shipped. > SyncOnAI 360 for delivery managers runs Salesforce projects in the same workspace as the orgs they change. Projects have a board, backlog, sprints, roadmap, releases, a wiki and reports; work items link to the proposals and deploys that delivered them, and audit findings become work items with their evidence and estimate attached. Source: https://synconai360.com/solutions/salesforce-delivery-managers ## Key facts - **1**: Workspace for the plan, the org and the evidence - **1**: Report engine for projects and leadership - **Every**: Work item linkable to the deploy that shipped it - **30s**: Command Center refresh interval ## Why Salesforce delivery status is always out of date The plan lives in a ticketing tool, the work lives in the org, and the evidence lives in someone's inbox. Status reports are assembled by hand from all three, and they describe what was dragged across a board, not what reached production. - **Cards are not changes.** A ticket marked done says nothing about whether the change was deployed, validated or approved. - **Estimates from memory.** Scoping an org change means guessing at what it touches, so estimates drift and change requests multiply. - **Decisions lost in calls.** What was agreed in a meeting rarely reaches the sprint that has to implement it. - **Reports by hand.** Every steering meeting means an afternoon of exports and slides, with numbers nobody can trace. ## What does a Salesforce project look like in SyncOnAI 360? Each project has a board, a backlog, sprints, a roadmap, releases, a wiki for its documents and a Reports tab. It sits in the same workspace as the orgs it changes, so the plan, the configuration and the changes are one click apart. Work items link to the proposals and deploys that delivered them. A card is done when its change shipped, and the release report points at receipts rather than at card movements. - Board, backlog, sprints, roadmap, releases - A project wiki - Work items linked to deploys ## How do audit findings become planned work? The audit scores twelve sections and records each finding with its evidence, a severity, an effort band and an estimated cost. Selected findings become work items in one step, carrying that evidence and estimate onto the card, so the team starts from facts about the org. Before a change is planned, impact analysis shows what uses a component and what writes to a field, so the estimate accounts for what the change will actually touch. - Findings to work items in one step - Evidence and estimate on the card - Impact checked before planning ## How do delivery reports stay honest? Reports are widgets on one report engine, the same engine behind each project's Reports tab and the main dashboard, covering delivery, deploys, org health and audit trends. Every widget states how much of the data it covers, so a partial picture is never presented as the whole. The Command Center shows the org portfolio, backlog and sprint progress, recent agent runs and an activity feed of syncs, deploys and audits, refreshed about every thirty seconds. - One engine for project and leadership reports - Coverage stated on every widget - Live Command Center ## How do meeting decisions reach the sprint? Record a call in a browser tab and the transcript is saved as a page. Ask the chat to pull out the decisions and actions, and keep the result in the project wiki beside the board that will implement it. Pages are searchable from the Knowledge Hub and the chat, so the reason behind a change is still findable when the sprint that delivers it starts. - Calls transcribed into pages - Decisions beside the board - Searchable later ## How does delivery stay safe as it speeds up? Every change, whether drafted by the AI or built by hand, ships as a proposal with named checks, validation against the org and, for production, a second admin's approval. Every deploy leaves a receipt with rollback to the recorded previous version. That gives a delivery manager a release record that holds up in front of a client or an auditor without being assembled after the fact. - Checked and validated changes - Two-person production approval - Receipts and rollback ## How does won work arrive in delivery? For consultancies, a pursuit runs through engagements: fit, pricing, proof, a proposal, a statement of work and a client deal room. When the work is won, the accepted scope is put onto a project board, where findings keep the evidence and estimates they carried into the statement of work. The delivery manager starts from the same facts the client agreed to, so the plan and the commercial commitment describe the same work and change requests have something firm to be measured against. - Accepted scope onto the board - Evidence and estimates kept - Plan and contract describe the same work ## Running delivery on SyncOnAI 360 1. **Scope.** Turn audit findings into work items with their estimates. 2. **Plan.** Arrange sprints, releases and the roadmap. 3. **Build.** The team builds and proposes changes against the org. 4. **Ship.** Approved proposals deploy and close their work items. 5. **Report.** Dashboards built from what actually shipped. ## Salesforce delivery, assembled versus connected | Without | With SyncOnAI 360 | |---|---| | Done means the card moved | Done means the change deployed | | Estimates from memory | Findings and impact behind every estimate | | Decisions lost after the call | Transcripts kept beside the board | | Status reports built from exports | Reports from one engine, coverage stated | | Release evidence assembled later | A receipt for every deploy | ## Who you plan with - **Consultancies.** Run each client project in the workspace that holds the client's org, and share progress as read-only reports. - **Release managers.** Hand releases to one governed path with checks, approval and receipts, so the release date is a plan rather than a hope. - **Admins and developers.** Build against the same org the plan describes, with each change linked back to its work item. - **Leadership.** Read delivery, deploys and org health in reports that state their own coverage. ## Frequently asked questions ### Can SyncOnAI 360 replace our project management tool? For Salesforce delivery it covers boards, backlogs, sprints, roadmaps, releases, a wiki and reports, linked to the org and its deploys. Teams that keep Jira can raise audit findings there as issues. ### Is the Jira connection two-way? No. Audit findings can be raised as Jira Cloud issues and their status checked back on demand; it is not a two-way sync. ### How are work items linked to deploys? Work items link to the proposals and deploys that delivered them, so a release report can point at receipts. ### Can audit findings become backlog items? Yes. Selected findings become work items in one step, with their evidence and estimate. ### Can we share progress with a client? Yes. Health reports and audits can be shared as read-only links that expire and can be withdrawn at any time. ### Does an engagement become a project automatically? No. Engagements and projects are separate; accepted work is put onto a project board. ### Can meetings be recorded? Yes. A call in a browser tab can be transcribed into a page. It needs an OpenAI key in the workspace for now. ### Is project management on every plan? Yes. Every plan includes every feature. ### Can project reports be shared with leadership? Yes. Project reports and the main dashboard share one engine, so leadership sees the same numbers the project team does. ### Is there a roadmap view? Yes. Each project has a roadmap alongside its board, backlog, sprints and releases. ### Where do project documents live? In the project's wiki, beside the board and releases. Workspace pages sit alongside for documents that span projects. ### How is delivery progress measured? By what shipped: work items link to the deploys that delivered them, and the delivery and deploy widgets in reports are drawn from those same records, with the coverage of each widget stated.