SyncOnAI360

Build and change

AI that builds Salesforce from your org, not from a guess.

Plan, build and repair Flows, Apex, Lightning components and pages with AI that has read the connected org, checks what already exists, and validates every change before anyone is asked to approve it.

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SyncOnAI 360

AI architect for Salesforce

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

In one paragraph

SyncOnAI 360 AI Engineering is org-grounded AI for Salesforce work. The chat and specialist agents work from each connected org's metadata and source, plan changes, draft them on visual builders for Flows, Apex, Lightning components and pages, validate them against the org, help repair failures and hand every change to approval as a proposal.

Specialist agents: Admin, Flow, Apex, LWC and data
5Specialist agents: Admin, Flow, Apex, LWC and data
Visual builders: Flow, Apex Logic, LWC and Lightning pages
4Visual builders: Flow, Apex Logic, LWC and Lightning pages
Changes deployed without approval
0Changes deployed without approval
Reply shows its tools and sources
EveryReply shows its tools and sources

01The problem

Why generating Salesforce code was never the hard part

Turning a sentence into metadata is now table stakes; most tools in the market can do it. The hard part is everything around it: knowing the org, not duplicating what exists, validating against the real thing, and getting the change approved and recorded.

  1. 01

    Plausible but wrong

    Generated Apex and Flows look right and reference fields, queues and record types that do not exist in your org.

  2. 02

    More of the same

    Without seeing existing automation, AI adds another Flow on a trigger that already has three, and the org grows harder to change.

  3. 03

    Errors found in production

    Changes copied from a chat window are tested by deploying them, and the first real validation is a failed release.

  4. 04

    No line to accountability

    Nobody can say which prompt produced a production change, who reviewed it or how to reverse it.

02grounded

What does org-grounded AI mean for Salesforce?

The chat works from a copy of the connected org's metadata and source. It picks the right tool for each question: the metadata itself, the dependency map, a live SOQL query, the health score, audit findings or the Knowledge Hub, and every reply shows which tools ran and cites its sources.

Before building, it checks what already exists in the org, then drafts the change to match how the org is built: its objects, fields, queues and conventions. A question like "Change Account.Rating to a picklist. Is that safe?" is answered from your org's own dependencies, not a generic rule.

  • Answers from the org's metadata, dependencies, health and audit
  • Existing automation checked before anything is built
  • Tools and sources shown on every reply

Knowledge Hub

Documentation, patterns, your orgs and pages

  • [1] Salesforce documentationFault connectors and error handling in Flows
  • [2] Your orgCase_Intake_Route: 2 elements without a fault path
  • [3] DependenciesEscalate_High_Priority runs after it on save
  • [4] PagesRunbook: Service automation standards

03plan and agents

How do you plan Salesforce work with AI?

Plan Mode lets the AI think a change through without being able to make it: scope the work, compare approaches and explain the plan before anything is drafted. The verified prompt library adds repeatable workflows whose fields are filled with pickers that read your org.

Specialist agents bring focused instructions and tools to each job: Salesforce Admin, Flow and Automation, Apex Engineer, LWC Developer, and SOQL and Data. Each lists its tools and whether each reads or writes; a tool can be allowed, denied or held for confirmation, and every call is recorded.

  • Plan Mode with no ability to change anything
  • A verified prompt library with org-aware pickers
  • Specialist agents with per-tool permissions

SyncOnAI 360

AI architect for Salesforce

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

04builders

Which Salesforce builders does the AI work in?

Name a Flow, page or component and it opens beside the chat. The Flow builder shows everything that runs on save in order, adds fault handling in one edit and renames safely. Apex Logic edits Apex as logic or code and refuses any edit that would not compile. The Component Builder configures Lightning Web Components from a library of more than 700. The Lightning Page Builder draws pages as they render, with X-Ray and persona preview.

The AI's edits appear in each builder as previews you accept or reject, every edit is versioned and restorable, and each builder explains the thing in plain sentences before you edit it.

  • Flow, Apex Logic, LWC and Lightning Page builders
  • AI edits as previews you accept
  • Every edit versioned and restorable

Flow: Case_Intake_Route

Record-triggered · after save

Add fault handling to the 2 elements that can fail, routed to one error screen.

StartCase created
Get RecordsGet Queue by region
DecisionRegion?
Update RecordsAssign to queue

05validate repair

How are AI-built changes validated and repaired?

Every change is validated against the connected org before it is offered, so the errors you see are real Salesforce errors, not guesses. The change becomes a proposal with named pre-flight checks and its blast radius, and a proposal that fails a check cannot be deployed.

When a deploy fails, Salesforce's reason is shown and Fix in chat opens the conversation with the error so the AI can repair the change and propose it again. Data-changing Apex run from the chat waits for you to press Allow, and production always needs an admin other than the author.

  • Validated against the org before approval is asked
  • Fix in chat from any failed deploy
  • Data-changing Apex waits for Allow
  • Production approved by a second admin

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

06conventions

How do teams keep the AI and each other consistent?

Org rules set what the AI must respect in each org: naming conventions, forbidden patterns and the preferred type of automation. Every change the chat or an agent drafts is built inside those rules, so a team's conventions apply to AI-built work as well as their own.

Agents can also suggest something worth remembering, such as a convention they noticed, but nothing is remembered until a person approves it, and memories never cross into another workspace. Standards and decisions recorded in Pages are searchable by everyone, including the AI.

  • Per-org naming conventions and forbidden patterns
  • A preferred automation type the AI follows
  • Memories saved only with approval

SyncOnAI 360

AI architect for Salesforce

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

07How it works

From a request to an approved change

The AI does the drafting. People keep the decisions.

  1. 01

    Ask or plan

    Describe the change, or plan it first in Plan Mode.

  2. 02

    Ground

    The AI reads the org, checks what exists and shows its tools.

  3. 03

    Build

    The change is drafted on the right builder as a preview you accept.

  4. 04

    Validate

    It is validated against the org and saved as a proposal with checks.

  5. 05

    Approve

    A second admin approves production; failures go back to chat to fix.

08Before and after

Salesforce AI, generic versus org-grounded

Without

With SyncOnAI 360

Code written for a demo org

Changes built to your org's own metadata

New automation on top of old

Existing automation checked first

First validation is a failed release

Validated against the org before approval

One assistant for everything

Specialist agents with their own permissions

No record of what produced a change

Receipts that include the request behind each deploy

09Questions

Frequently asked questions

Using AI to plan, build, validate and repair Salesforce changes. In SyncOnAI 360 the AI works from the connected org's metadata and source, builds on visual builders, and turns every change into a validated proposal for approval.

General assistants can write Salesforce code but do not hold your org's metadata, dependency map, validation, approval path, receipts or rollback. SyncOnAI 360 provides those, and Claude or Cursor can still read your orgs through its read-only MCP connection.

No. It drafts and validates. Every change is a proposal, sandbox deploys go straight through for testing, and production needs an approval from an admin other than the author.

Models from Anthropic and OpenAI, chosen in the workspace's settings. Chat and agents can use different models, and neither provider trains on API traffic.

Flows, Apex classes and triggers with tests, Lightning Web Components, Lightning pages, validation rules, SOQL queries and other configuration, each opened in the matching builder for review.

Salesforce's reason is shown on the deploy, and Fix in chat opens the conversation with the error so the change can be repaired and proposed again.

It builds to the conventions visible in your org, and agents can suggest memories such as naming conventions. A memory is saved only after a person approves it, and stays within your workspace.

Only on the Free plan, which runs on your own Anthropic or OpenAI key. Paid plans include AI, and you can still bring your own key if you prefer.

Yes. Every plan includes every feature; plans differ in users, production orgs and whether AI is included.

Yes. Org rules set naming conventions, forbidden patterns and the preferred automation type for each org, and AI-drafted changes are built inside them.

Yes. Admins can add another company's tool server, such as Atlassian for Jira and Confluence, and every outside tool call is recorded in the activity log.

10Keep exploring

Related

AI AgentOrg-aware chat and specialist agentsFlow BuilderFlows from a sentence or the canvasApex BuilderApex as logic or code, with testsDeploy and ApprovalsChecks, approval, receipts, rollbackSalesforce MCPClaude, Cursor and any MCP client, read onlyPlatformUnderstand, build, ship and deliver in one workspacePricingEvery feature on every plan

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  • Anthropic
  • OpenAI