# Look after every client org without logging into each one. > SyncOnAI 360 for managed services providers keeps each client's Salesforce org synced, scored and watched. Health and audit run on every refresh, changes made outside your process are raised as findings, fixes ship as approved proposals with receipts, and clients get read-only reports through links you can withdraw. Source: https://synconai360.com/solutions/salesforce-managed-services ## Key facts - **6h**: Automatic refresh of every connected org - **55**: Audit checks on every client org - **1**: Console for the whole client portfolio - **0**: Accounts your clients need to read a report ## Why Salesforce managed services margins disappear A retainer pays for keeping an org healthy, but most of the hours go into finding out what changed, re-learning each org, and writing reports that prove the work was done. - **Re-learning every org.** Each ticket starts with clicking through Setup to remember how this client's org is built. - **Changes you did not make.** Client admins and other vendors change the org between your visits, and you find out when something breaks. - **Work nobody sees.** Preventive work is invisible to the client unless someone spends hours writing it up. - **One person per org.** Knowledge of each org sits with one consultant, so holidays and handovers hurt. ## How do you watch many Salesforce orgs at once? Every connected org refreshes automatically every six hours and on demand. Its health score, confidence and coverage are recalculated each time, and the Command Center shows the whole portfolio with health scores side by side, an action queue and an activity feed of syncs, deploys and audits. Each org has its own lenses for health, changes, technical debt, architecture and the data model, so the team can open any client and see its state without logging into Salesforce first. - Six-hour refresh of every org - Portfolio health side by side - Per-org lenses ## How do you catch changes made by the client or another vendor? The Changes lens shows what changed in each org and when, and whether it came through SyncOnAI 360 or from somewhere else. Every audit reads thirty days of the Setup Audit Trail and flags production changes made outside the deploy pipeline, recently deactivated validation rules and unusual bursts of changes by one user. Those show up as findings with their evidence, so a side-door change is a conversation with the client rather than a surprise during the next deploy. - What changed and by which route - Side-door changes as findings - Deactivated rules flagged ## How do tickets get resolved faster? Ask the chat about the client's org in plain language. It reads the synced metadata and source, shows the tools it used, and drafts the fix as a proposal. Specialist agents handle admin, Flow, Apex, component and data work, each with tools you allow, deny or hold for confirmation. Every fix runs named checks, is validated against the org and, for production, needs a second admin's approval. The receipt it leaves is the record of the ticket's resolution. - Answers grounded in the client's org - Fixes drafted as proposals - Receipts as resolution records ## How do clients see the value of a retainer? Share a read-only health summary, a health report or an audit as a link that opens without an account and expires; withdraw it whenever you choose. When fixes are deployed and the audit runs again, each fixed finding is marked verified fixed, so progress is shown against the same checks every month. Audit findings can also be turned into a priced statement of work, which turns preventive recommendations into scoped extra work. - Read-only links clients open themselves - Verified fixes month to month - Findings into priced work ## How does the whole team share client knowledge? Every org's repository, history, findings and pages are shared across the workspace, so any consultant can pick up any client. Runbooks and meeting notes sit beside the org in pages, and the AI cites them when it answers. Members build and propose; admins approve production and manage connections. Roles are chosen when someone is invited, and every privileged action is recorded in the activity log. - Any consultant, any client - Runbooks beside each org - Two roles and an activity log ## How fast can a new client org be taken on? Connect a sandbox or production org with Salesforce OAuth and the first sync runs in the background with progress by stage. Health, the audit and the dependency graph follow from the same sync, so the first review of a new client can happen in the first week rather than after a month of discovery. The audit findings, with their costs, become the onboarding plan: what to fix first, what to propose as extra work, and what to watch. - OAuth connection, background sync - Health and audit from day one - Findings as the onboarding plan ## How do you keep each client's conventions straight? Org rules set the naming conventions, forbidden patterns and preferred automation type for each org, and changes the AI drafts are built inside them. A consultant working on three clients in a day gets each client's conventions applied without having to remember them. When a proposal is promoted to production, that org's policy and freeze windows apply, so a client's change calendar is respected however many people work on the account. - Conventions per client org - AI drafts inside the rules - Each org's freeze windows respected ## A managed services month 1. **Connect.** Connect each client org and its sandboxes. 2. **Watch.** Health and change checks run on every refresh. 3. **Fix.** Resolve tickets as approved proposals. 4. **Prove.** Share the re-audit as a read-only report. ## Managed services, reactive versus watched | Without | With SyncOnAI 360 | |---|---| | Re-learning each org per ticket | Every org synced and searchable | | Client changes found when things break | Side-door changes raised as findings | | Fixes with no record | A receipt behind every fix | | Monthly reports written by hand | Re-audits shared as read-only links | | One consultant per client | Shared context across the team | ## Who you work with in the workspace - **Your consultants.** Pick up any client from its synced org, history, findings and runbooks, instead of waiting for the one person who knows it. - **Your admins.** Approve production fixes made by the team, manage org connections and keys, and keep each client's deploy policy and freeze windows. - **Client stakeholders.** Open read-only health and audit reports without an account, and see verified fixes month to month. - **Client security teams.** See that CRM records are never stored, that changes need approval, and that every deploy leaves a receipt. ## Frequently asked questions ### How many client orgs can we connect? Plans are priced per workspace by production org, and each production org can bring its sandboxes. See the pricing page for the current limits. ### Do clients need a SyncOnAI 360 account? No. Shared health reports and audits open in the browser without an account. ### Is client data stored? SyncOnAI 360 keeps each org's metadata, not its CRM records. Record queries run live when needed. ### Are client workspaces kept separate? Each workspace is isolated from every other customer. Within your workspace, every connected client org is visible to your team. ### Can we see changes the client made themselves? Yes. The Changes lens and the audit's change checks show changes made outside your process. ### Can the AI work on client orgs safely? Every change it drafts is a proposal with checks and validation, and production needs a second admin's approval. ### Can we turn findings into extra paid work? Yes. Selected findings become a priced statement of work in one step. ### Does it alert us in Slack? Slack can receive notifications. It is notifications only, not a chat bot. ### Can we offboard a client cleanly? Yes. An org can be disconnected from the workspace, and shared report links can be withdrawn at any time.