# AI on Salesforce is easy now. Trusting it is the hard part.

> SyncOnAI 360 is a Salesforce engineering workspace that reads each connected org before it writes, backs every answer with evidence, and ships every change through one governed path of named checks, validation, approval, receipts and rollback. It connects audit findings to priced work, delivered changes and verified results.

Source: https://synconai360.com/why-360

## Key facts

- **55**: Audit checks, each finding with evidence and a cost
- **6**: Named checks before any change is approved
- **0**: CRM records stored
- **Every**: Feature on every plan

## Why generating Salesforce changes is no longer the hard part

Turning a request into a Flow or a field is now offered by many tools, including Salesforce itself. The risk has moved: to changes nobody fully understands, made in orgs nobody fully understands, with no record of why.

- **Fast but blind.** Generated changes land without knowing what else in the org they touch.
- **Confident but unproven.** Answers about an org arrive with no evidence and no statement of how much was checked.
- **Changes without a record.** Nobody can later say what was asked for, who approved it or how to undo it.
- **Work disconnected from value.** Assessments, proposals, delivery and proof live in different tools and never link up.

## What does it mean that SyncOnAI 360 reads the org first?

Each connected org is synced into a searchable repository: more than twenty metadata types, with the full source of Apex, Flows and Lightning Web Components, refreshed every six hours and after every deploy. The AI, the agents, the builders, the audit and the dependency graph all work from that same copy.

So before anything is drafted, the AI checks what already exists, follows the org's conventions, and knows what a change will touch. Answers show the tools that produced them.

- One synced copy behind everything
- Existing solutions checked first
- Org conventions followed

## Why does evidence matter more than speed?

Every dependency in the graph traces to source or to Salesforce's own dependency data, and nothing is inferred. Answers state how much of the org they were based on. A field is only called unused when the evidence is complete; otherwise the answer is unknown, with the reason.

That is the difference between an answer you can act on and one you have to double-check by hand, which removes most of the time AI was meant to save.

- No guessed dependencies
- Coverage stated with answers
- Unknown when unknown

## How is every change governed?

Whether the AI drafts it or a person builds it, every change is a proposal. It runs named checks for data loss, access changes, field presence, dependencies, deploy order and test coverage, and is validated against the target org. Production needs approval from someone other than the author, a deploy policy can add freeze windows, and no rule can let a failed check through.

Every deploy leaves a receipt with the request behind it, the checks, the approver and the version it can roll back to.

- One path for AI and people
- Validated before approval
- Receipts and rollback

## How does SyncOnAI 360 connect assessment to delivery?

An audit of 55 checks prices each finding. Selected findings become a priced statement of work in one step, then work items on a project board, then governed changes. When the audit runs again, fixed findings are marked verified fixed, and the result can be shared with the client as a read-only link.

For consultancies that chain is the business: evidence that wins the work, a plan that matches it and proof that it was done.

- Findings priced
- Findings to SOW to work
- Verified by re-audit

## Does SyncOnAI 360 work with the AI tools we already use?

Yes. Claude Desktop, Cursor and other MCP clients can read your connected orgs through a read-only, scoped and logged connection. Inside the workspace, choose Anthropic or OpenAI models for the chat and the agents. On the Free plan, AI runs on your own key; paid plans include it.

Neither provider trains on API traffic, and SyncOnAI 360 never stores your CRM records.

- Read-only access for Claude and Cursor
- Anthropic or OpenAI
- Records never stored

## How is SyncOnAI 360 priced?

Per workspace, by production org, with each production org's sandboxes included. Every plan includes every feature, from the audit to rollback, so safety is never an upgrade. The Free plan covers one user and one production org on your own AI key.

- Priced by production org
- Sandboxes included
- Every feature on every plan

## What is SyncOnAI 360 not?

It is not a backup or data-restore product: rollback restores recorded metadata, not data. It is not a second copy of your CRM: records stay in Salesforce. It does not hold a SOC 2 or ISO 27001 certificate yet, and single sign-on is not yet available; the security overview answers a standard questionnaire control by control.

Saying so up front saves your security and procurement teams a round of questions.

- Not a backup tool
- Not a copy of your CRM
- No certification yet, stated plainly

## Who is SyncOnAI 360 built for?

Consultancies and managed services providers running many client orgs, in-house platform teams looking after a few critical ones, and the admins, developers, architects and release managers who work in them. Everyone works from the same synced org, the same AI and the same governed path, with two roles: admins approve production, members build and propose.

That shared picture is what stops changes colliding: the admin's Flow and the developer's trigger are visible to each other before either ships.

- Consultancies and in-house teams
- Every role on one picture
- Two simple roles

## How teams evaluate SyncOnAI 360

1. **Connect a sandbox.** Authorise it with Salesforce OAuth on the Free plan.
2. **Read the audit.** See what it finds, with evidence and costs.
3. **Ask the org.** Question it in plain language and check the answers.
4. **Ship a change.** See the checks, approval and receipt for yourself.

## AI on Salesforce, generated versus governed

| Without | With SyncOnAI 360 |
|---|---|
| A sentence becomes metadata | The org is read before anything is written |
| Answers without evidence | Evidence and coverage with every answer |
| Changes approved as file lists | Changes approved with named checks and blast radius |
| No record of why | A receipt with the request, checks and approver |
| Assessment, delivery and proof apart | One chain from finding to verified fix |

## Frequently asked questions

### How is SyncOnAI 360 different from other Salesforce AI tools?

It reads the org before writing, backs answers with evidence, and ships every change through named checks, validation, approval, receipts and rollback.

### Is it a DevOps tool or an AI tool?

Both, in one workspace: understanding the org, building with AI and visual builders, shipping safely and running delivery.

### Can we keep using Claude or Cursor?

Yes. They can read your orgs read-only through the MCP connection.

### Does it store our customer data?

No CRM records are stored; only org metadata.

### Does it hold a security certificate?

Not yet. The security overview answers a standard questionnaire control by control.

### Can we try it without talking to sales?

Yes. The Free plan covers one user and one production org with its sandboxes.

### Is it only for consultancies?

No. In-house teams, managed services providers and enterprises use the same platform.

### Where can we see it compared with alternatives?

On the comparison pages, which are dated and sourced from each vendor's own public pages.

### How long does it take to see value?

Usually the first session: connect a sandbox, and the audit and dependency graph are ready once the sync finishes.

### Does it replace Salesforce's own tools?

No. Salesforce stays the authority; SyncOnAI 360 reads the org, helps you change it and deploys through the Metadata API.
