# Run Salesforce like a team of five, when you are a team of one.

> SyncOnAI 360 for small teams gives a solo admin or a small Salesforce team the tooling of a much larger one: an org synced and scored, audited against fifty-five checks, explained by an AI assistant, changed through visual builders, and deployed through checked proposals with rollback. The Free plan covers one user and one org.

Source: https://synconai360.com/solutions/salesforce-small-teams

## Key facts

- **$0**: Free plan: 1 user, 1 production org and its sandboxes
- **55**: Audit checks on your org
- **Every**: Feature on every plan
- **1**: Workspace instead of a tooling stack

## Why small Salesforce teams carry the most risk

A small team owns the whole org: configuration, automation, users, releases and whatever the last consultant left behind. There is nobody to review a change, no budget for five tools, and no time to document anything.

- **No second pair of eyes.** Every change is designed, built, tested and deployed by the same person.
- **Inherited mysteries.** Flows, triggers and fields from previous admins that nobody can explain.
- **Tools priced for enterprises.** DevOps, monitoring and documentation tools each cost more than the team's budget.
- **Questions with nowhere to go.** There is nobody down the corridor to ask how something in the org works.

## How does a solo admin get to know an inherited org?

Connect the org and it is synced in the background: objects, fields, Flows, Apex, components, permissions and more, with full source. A health score with its confidence and coverage tells you where you stand, and the audit lists what is wrong, with evidence and an estimated cost to fix.

Ask the AI anything in plain language, such as what runs when an opportunity closes, and it answers from your org, showing the tools it used. Open any component to see what uses it before you touch it.

- Org synced with full source
- Health score and audit
- Plain-language answers from your org

## Can a small team build Salesforce changes faster?

Describe a change and the AI drafts it against your real objects and fields, or build it yourself on visual builders for Flows, Lightning pages, components and Apex. The builders explain what they show in plain sentences before you edit.

Specialist agents for admin, Flow, Apex, component and data work bring expert instructions to each kind of job, so one person can work across all of them.

- AI drafts against your org
- Visual builders that explain
- Specialist agents for each job

## How do you deploy safely with no one to review?

Every change becomes a proposal that runs named pre-flight checks, data that would be discarded, access changes, dependencies, deploy order and test coverage, and is validated against your org before it deploys. The checks are the reviewer a small team does not have.

Every deploy leaves a receipt with rollback to the version recorded before it. In a workspace with a single admin, the admin can approve their own change and the activity log records that it did.

- Named checks before every deploy
- Validation against the org
- Receipts and rollback

## What does SyncOnAI 360 cost a small team?

The Free plan covers one user and one production org with its sandboxes, with every feature included, and runs AI on your own Anthropic or OpenAI key, billed by that provider. Pro covers two users and three production orgs with AI included.

There is no feature held back for larger plans: the audit, the builders, the agents and rollback are on every plan.

- Free for one user and one org
- Your own AI key on Free
- Every feature on every plan

## How does a small team keep documentation without the time?

Save any useful chat answer as a page with one click, record a call and keep its transcript, and write runbooks beside the org they describe. The AI searches your pages alongside the org, so the next person inherits answers instead of mysteries.

The change history and deploy receipts record what changed and why, without anyone having to write it up.

- Save answers as pages
- Transcribed calls
- History written for you

## How does the AI keep a small team out of trouble?

Before building anything, the chat checks what already exists in the org, so it extends a Flow rather than adding a second one that fires on the same save. Every answer shows the tools it used, so you can see it read your org rather than guessed.

Anything that would change records waits for you to press Allow, and every metadata change is a proposal with checks and validation. Org rules can set your naming conventions and preferred automation type, and the AI builds inside them.

- Existing solutions checked first
- Data changes wait for Allow
- Your conventions as rules

## Your first week

1. **Connect.** Authorise your org or a sandbox with Salesforce OAuth.
2. **Understand.** Read the health score and the audit's top findings.
3. **Fix.** Draft fixes with the AI or the builders.
4. **Ship.** Deploy through checks, with a receipt and rollback.

## A small Salesforce team, alone versus equipped

| Without | With SyncOnAI 360 |
|---|---|
| Nobody to review a change | Named checks and validation on every change |
| Inherited automation nobody understands | Plain-language answers from the org |
| Five tools nobody can afford | One workspace, free to start |
| No way back from a bad deploy | Rollback from the receipt |
| Documentation that never happens | Answers saved as pages, history kept for you |

## Who this is for

- **Solo and accidental admins.** Look after the whole org with an assistant that knows it and checks that catch mistakes.
- **Small platform teams.** Two or three people sharing one picture of the org and one safe path to production.
- **Founders and operations leads.** Understand the state of the company's Salesforce org without hiring a consultant to explain it.
- **Freelance admins.** Support a few small clients from one workspace on the Pro plan.

## Frequently asked questions

### Is there really a free plan?

Yes. One user and one production org with its sandboxes, every feature included, with AI on your own Anthropic or OpenAI key.

### Do I need to be technical?

No. Ask questions in plain language, and the builders explain what they show before you edit.

### Can I approve my own changes?

In a workspace with a single admin, yes, and the activity log records that you did. Every change still runs its checks and validation.

### What does AI cost on the Free plan?

Whatever your provider charges for your usage. Pro and higher plans include AI.

### Will it change my org without asking?

No. Nothing reaches an org except through a proposal you deploy.

### Can I try it on a sandbox first?

Yes. Connect a sandbox and explore before connecting production.

### Does it store our customer data?

No CRM records are stored; only the org's metadata.

### What happens when we grow?

Move to Pro or Team for more users and production orgs. Nothing about your workspace changes.

### Can a consultant help us inside the workspace?

Yes. Invite them as a member: they can build and propose, and production stays behind your approval.

### How long does the first sync take?

Several minutes for a large org, in the background. Later syncs fetch only what changed.

### Can I undo a deploy?

Yes. Roll back from the receipt to the version recorded before it. Components the deploy created are removed separately, and data changes cannot be reversed.

### Can it explain an existing Flow?

Yes. The Flow builder explains a Flow in plain sentences before you change it.

### Is it hard to set up?

No. Connect an org with Salesforce OAuth and the first sync runs in the background; there is nothing to install.

### Can I connect a second org later?

Yes. The Free plan covers one production org with its sandboxes; Pro covers three.
