SyncOnAI360

The platform

One AI platform for everything your Salesforce team does.

Understand every org down to its source, build changes by describing them or drawing them, ship them through checks and a second admin's approval, and run the delivery work in the same place.

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SyncOnAI 360

AI architect for Salesforce

Ask SyncOnAI to build flows, rules, Apex, or SOQL...

In one paragraph

SyncOnAI 360 is an AI platform for teams that build and run Salesforce. It keeps a searchable copy of each connected org's configuration and code, scores its health, maps dependencies, drafts changes in chat or on visual builders, and deploys them only after validation and approval, with a receipt and rollback for every change.

Salesforce metadata types read with their full source
20+Salesforce metadata types read with their full source
Automated audit checks on every refresh
55Automated audit checks on every refresh
Lightning components in the component builder library
700+Lightning components in the component builder library
Approval from a second admin before production
1Approval from a second admin before production

01The problem

Why Salesforce work is split across too many tools

A typical Salesforce change touches an org analysis tool, a spreadsheet of findings, a code editor, a deployment tool, a ticketing system and a chat assistant that has never seen the org. Every hand-off loses context, and nobody can trace a production change back to the request that started it.

  1. 01

    Context lives in people's heads

    Which Flows run on Case, what uses that field, why that permission set exists: the answers sit with whoever built it, and leave when they do.

  2. 02

    Generic AI guesses

    General-purpose assistants write plausible Apex and Flows for an org they have never seen, with field names that do not exist and no idea what else will break.

  3. 03

    Releases are hard to trust

    Changes move between sandboxes and production with little record of what was checked, who approved them or how to undo them.

  4. 04

    Delivery is disconnected from the org

    Project boards track tickets, not what actually shipped. The link between a requirement and the deployed metadata is reconstructed by hand, if at all.

02understand

How does SyncOnAI 360 understand a Salesforce org?

Each sync reads Apex, Lightning components, Flows, objects, fields and more than twenty other metadata types with their full source, then maps how everything connects. The result is a searchable copy of the org that the AI, the health score, the audit and the dependency map all work from, so answers are about your org rather than a generic demo.

Every org gets a health score built from evidence, with confidence and coverage kept apart, Apex coverage taken from the org's own last test run, and an audit of 55 checks with priced findings and a letter grade. Lineage shows what uses a component and what it uses before you change it, and the change history shows what moved and whether it came through SyncOnAI 360 or somewhere else.

  • Org health, confidence and coverage, every point traced to its evidence
  • Org audit with evidence, fix estimates and an A to F grade
  • Lineage and impact: what breaks before you change anything
  • Technical debt ranked: duplicates, unused metadata, legacy automation

Acme Production

Org health · synced 4 minutes ago

82

Health · B

Health

82

Confidence

74

Coverage

91

Apex coverage 78%, from the org's last test run

  • 3 Flows on Case run on the same trigger
  • 11 Apex classes below 75% coverage
  • Managed package source hidden by Salesforce: 2 packages

03build

How does the AI build Salesforce changes?

Ask in plain language. The chat chooses the right tool for the question, whether that is the org's metadata, the dependency map, a live SOQL query, the health score, audit findings or the knowledge base, and shows which tools ran. When you ask for a change, it checks what already exists first, drafts the change to match how your org is built, validates it, and saves it as a proposal.

Name a Flow, a Lightning page or a component and it opens in a visual builder beside the chat. The Flow builder adds what Salesforce's own does not: everything else that runs on save in order of execution, fault handling added in one edit, and renames that update every reference. Apex Logic edits Apex visually and refuses any change that would not compile. Specialist agents for Flow, Apex, LWC, admin and data work bring the right expertise to each task.

  • Org-aware chat that cites its sources and shows its tools
  • Flow, Lightning page and component builders beside the chat
  • Plan Mode to think a change through without being able to make it
  • Data-changing Apex waits for you to press Allow

SyncOnAI 360

AI architect for Salesforce

Ask SyncOnAI to build flows, rules, Apex, or SOQL...

04ship

How do changes reach production safely?

Everything the chat and the builders produce becomes a proposal: named pre-flight checks, a before and after view of every file, the blast radius in the org, and a risk badge with the policy decision for it. A proposal that fails a pre-flight check cannot be deployed, whatever the policy says.

Sandbox deploys go straight through so teams can iterate. Production needs an approved proposal, and with two or more admins the approver must be someone other than the author. Deploys run through the Salesforce Metadata API, production deploys with Apex run its tests, and every deploy leaves a receipt you can roll back from.

  • Pre-flight checks and blast radius on every proposal
  • Two-person approval for production
  • Deploy policy with freeze windows and required approvers
  • Receipts and one-click rollback

Proposal: Case intake fault handling

Acme Production

Checks passed
  • Validated against the org without changing it
  • No component outside the change is modified
  • Apex tests pass, coverage 81%
  • No freeze window in effect
  • Policy: production requires a second admin

Blast radius

  • 2 Flows read Case.Priority
  • 1 report filters on it
  • Case_Intake_Route assigns from it

Risk: medium

05deliver

How does the work around each change stay connected?

Projects give every initiative a board, backlog, sprints, roadmap, releases, reports and a wiki. Audit findings become work items, and work items link to the proposals and deploys that delivered them, so the board shows what actually shipped. Jira, GitHub and Slack connect to the tools your teams already use.

The Knowledge Hub searches Salesforce documentation, delivery patterns and your own org in one place, and Pages keep requirements, runbooks and meeting notes beside the work. Your own AI assistants, such as Claude Desktop or Cursor, can connect to the workspace with read-only access to the orgs you choose.

  • Board, backlog, sprints, roadmap, releases and reports
  • Work items linked to the deploys that delivered them
  • Knowledge Hub across documentation, patterns and your org
  • Read-only access for Claude, Cursor and other MCP clients

Service Transformation

Projects · Board · Sprint 7

To do 2

Remove 14 unused Case fields

From audit

Consolidate Account triggers

Apex

In progress 1

Fault paths on intake Flows

From audit

In review 1

APAC routing for Service

Flow

Done 1

Retire Process Builder on Lead

Release 24.3

Work items link to the proposals and deploys that delivered them

06How it works

From first connection to governed delivery

The same path for one admin or a whole platform team.

  1. 01

    Connect

    Authorise sandbox and production orgs with Salesforce OAuth.

  2. 02

    Understand

    Health, an audit of 55 checks, lineage and change history for every org.

  3. 03

    Build

    Describe the change in chat or make it on the Flow, page and component builders.

  4. 04

    Validate

    Named pre-flight checks and blast radius before anyone is asked to approve.

  5. 05

    Deploy

    Two-person approval for production, a receipt for every deploy, and rollback.

  6. 06

    Deliver

    Projects, releases and reports linked to the changes that shipped.

07Before and after

Salesforce work, with and without one platform

Without

With SyncOnAI 360

Five tools and a spreadsheet per change

Understanding, building, shipping and tracking in one workspace

AI that has never seen your org

AI working from your org's own metadata and source

Impact checked by memory

Blast radius and lineage on every change

Deploys with no record of approval

A receipt naming the request, the checks and the approver

Boards that track tickets

Boards linked to the deploys that delivered the work

08Questions

Frequently asked questions

SyncOnAI 360 is an AI platform for teams that build and run Salesforce. It understands each connected org down to its source, drafts changes in chat or on visual builders, ships them through checks and approval with a receipt and rollback, and keeps the delivery work connected to what shipped.

A general assistant has never seen your org. SyncOnAI 360 works from a copy of your org's metadata and source, checks what already exists before building, validates changes against the org and never deploys without approval.

It reads any org like any other, including Sales, Service, Experience Cloud and the Salesforce Platform. Its knowledge base includes delivery patterns for CPQ pricing, Field Service scheduling, Agentforce agent design and Financial Services Cloud data models.

It can deploy changes itself, through the Salesforce Metadata API with approval, receipts and rollback, and teams that keep Apex and LWC in Git can continue to. Many teams use it alongside existing release tooling.

No. The AI can read, analyse and draft. Every change becomes a proposal with named pre-flight checks, and nothing is deployed until a person approves it. Data-changing Apex run from the chat waits for you to press Allow.

No. It stores metadata: object and field definitions, automation, code and how they connect. Records stay in Salesforce, and record queries and reports run live against the org.

On the Free plan you bring your own Anthropic or OpenAI key. Paid plans include AI, so no key is needed, though you can still use your own.

None for basic use: anyone can ask questions about the org in plain language. Admins, developers and architects get the full toolkit for building, reviewing and deploying.

Yes. The Free plan covers one user and one production org with its sandboxes, with no credit card and no time limit, on your own AI provider key. Most teams start by connecting a sandbox, reviewing its health and audit, and asking the chat about it before inviting anyone else.

Yes. Plans differ in how many people and production orgs they cover and whether AI is included, not in features. Sandboxes linked to a production org are free.

09Keep exploring

Related

Org Audit55 checks, priced findings, a letter gradeEnterprise Salesforce teamsGovern every org and every change at scalePricingEvery feature on every planTrust CenterWhat we hold and how it is protectedHow we compareSide by side with the alternativesDocumentationThe full product guideContactTalk to our team

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  • Anthropic
  • OpenAI