SyncOnAI360

Run delivery

Run Salesforce delivery from the same place you change the org.

Win the work from audit evidence, deliver it on boards linked to real deploys, keep the knowledge beside it, and prove what shipped with receipts rather than status reports.

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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

In one paragraph

SyncOnAI 360 Delivery connects the commercial and project side of Salesforce work to the orgs it changes. Engagements and statements of work are built from audit evidence, projects track work items linked to the proposals and deploys that delivered them, Pages and the Knowledge Hub hold the context, and read-only links share progress.

Engagement steps, from fit to learn
9Engagement steps, from fit to learn
Project views, from board to wiki
11Project views, from board to wiki
Chain from audit to SOW to project to deploy
1Chain from audit to SOW to project to deploy
Work item can link to the deploy that shipped it
EveryWork item can link to the deploy that shipped it

01The problem

Why Salesforce delivery is run across disconnected tools

Scoping happens in documents, estimates in spreadsheets, work in a ticketing tool, changes in Salesforce and progress in status meetings. Each tool is reasonable on its own; the gaps between them are where margin and trust leak away.

  1. 01

    Scope without evidence

    Statements of work are written from interviews, so every line can be argued and every overrun can be blamed on the brief.

  2. 02

    Tickets that are not deploys

    Boards track what people dragged to done. What actually reached production lives somewhere else.

  3. 03

    Context that evaporates

    Decisions made in calls and chat threads are gone by the time someone needs to know why a change was made.

  4. 04

    Proof by status update

    Clients and leadership are asked to trust a slide, because nothing ties the reported progress to the org.

02win

How is Salesforce work scoped and won from evidence?

Run the audit on a connected org and every finding carries evidence, an effort band and an estimated cost at a stated $150 an hour. Select the findings that matter and they become a priced statement of work, each line written as an outcome, with carrying cost and exposure kept in the business case rather than the price.

Engagements take a pursuit through nine steps: fit, price, proof, proposal, SOW, deal room, track, debrief and learn. Pricing uses your rate card and currency, the Proof Vault matches past wins by cloud and industry, and the deal room shares the proposal with the client.

  • Statements of work priced from audit findings
  • Nine-step engagements with rate card and currency
  • Proof matched from your past wins
  • Deal rooms for the client

Engagement: Service Cloud remediation

Northwind Solutions

  1. Fit
  2. Price
  3. Proof
  4. Proposal
  5. 5SOW
  6. 6Deal room
  7. 7Track
  8. 8Debrief
  9. 9Learn

Statement of work

  • Restore fault handling on Service automation$1,200
  • Consolidate Case triggers into one handler$2,400
  • Remove unused Case fields$600

03deliver

How is Salesforce delivery tracked against real changes?

Projects give every initiative a board, backlog, sprints, roadmap and Gantt, calendar and workload, releases, reports, a wiki, its own history and a restorable trash. Accepted findings land on the board as work items with their evidence and estimate.

Work items link to the proposals and deploys that delivered them, so the board shows what actually shipped. When the audit runs again, fixed findings are marked verified fixed or regressed. Findings can be raised in Jira, deploys recorded in GitHub, and deploy results posted to Slack.

  • Board, backlog, sprints, roadmap, releases and reports
  • Findings to work items with evidence
  • Work items linked to deploys
  • Fixes verified by the next audit

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

04knowledge

Where does delivery knowledge live?

Pages hold requirements, runbooks and meeting notes beside the work. Record a meeting and its transcript becomes a page; save any chat answer as a page. Everything is searchable from the Knowledge Hub alongside the org, Salesforce documentation and delivery patterns.

The Command Center starts each day with org health, backlog and sprint KPIs, agent activity, the sales pipeline and an action queue on one screen, so a delivery lead sees both the work and the orgs it affects.

  • Pages for requirements, runbooks and notes
  • Meeting transcripts saved as pages
  • One search across the org and the team's knowledge
  • Delivery and org health together in the Command Center

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

05prove

How do you prove Salesforce work was delivered?

Every change that delivers the work goes through checks and approval and leaves a deploy receipt naming the request, the checks, the approver and the time. Because work items link to those deploys, progress reports come from what shipped.

Share a read-only health summary, health report or audit with a client or stakeholder through a link that expires and can be withdrawn at any time. The next audit run marks each fix verified, which is the evidence a client, a steering committee or an auditor actually wants.

  • Deploy receipts behind every delivered item
  • Read-only, withdrawable share links
  • Re-audits that verify each fix

Client portal

Share a read-only view

Read-only health summary

Acme Production · Grade B · 82

synconai360.com/share/org/7f3a...

Expires in 14 days. Viewed 3 times.

06tools

How does delivery connect to the tools a team already uses?

Teams that plan in Jira can raise audit findings as Jira Cloud issues and check their status back. Teams that keep metadata in Git can have each deployed change recorded as a GitHub pull request. Slack receives deploy results in the channel you choose.

Project webhooks send work item events, created, updated, status changed, comment added and attachment added, to any other system you run, and addresses on private networks are refused. Your own AI assistants can read the orgs behind the work through the read-only MCP connection.

  • Findings raised as Jira issues
  • GitHub for teams that keep code in Git
  • Slack notifications for deploys and audits
  • Webhooks for every work item event

Claude Desktop

Connected to SyncOnAI 360 · read only

Read only

In the production org, what uses Account.Rating?

  • List orgs3 orgs this token can read
  • Where usedAccount.Rating: 4 components
  • Audit findingsLatest assessment: 37 open findings

Four components use Account.Rating: two Flows, one report and a validation rule. This covers every component this token can see.

3 calls recorded in your workspace activity log

07How it works

The delivery chain

Audit, scope, deliver, prove: one connected chain instead of five tools.

  1. 01

    Audit

    Connect the org and get evidenced, priced findings.

  2. 02

    Scope

    Turn chosen findings into a priced statement of work.

  3. 03

    Win

    Run the engagement and share the proposal in a deal room.

  4. 04

    Deliver

    Plan the work on a board and ship it through governed change.

  5. 05

    Prove

    Share read-only progress and let the re-audit verify each fix.

08Before and after

Delivery, scattered versus connected

Without

With SyncOnAI 360

Scope from interviews

Scope from audit evidence, priced by effort

Estimates rebuilt in a spreadsheet

A statement of work in one step from findings

Done means the card moved

Done links to the deploy that shipped it

Decisions lost in calls

Meeting transcripts and pages beside the work

Progress by slide

Progress by receipts and verified re-audits

09Questions

Frequently asked questions

In SyncOnAI 360: engagements and statements of work, project boards with sprints, roadmaps and releases, pages and meeting notes, and read-only sharing, all linked to the orgs and deploys the work affects.

No. Consultancies use the full chain from engagement to proof. In-house teams use projects, pages and sharing to run their own roadmap and report to leadership.

Select findings and SyncOnAI 360 builds a priced statement of work from each finding's effort band at $150 an hour, with lines written as outcomes.

Yes. Work items link to the proposals and deploys that delivered them, and deploy receipts show the request, checks and approver.

It can, with its own boards and sprints. Teams that keep Jira can raise audit findings there and use both.

Yes, through read-only links to health summaries, health reports and audits. Links expire and can be withdrawn at any time.

Record a meeting into Pages and the transcript is saved as a page, searchable from the Knowledge Hub. The recorder needs an OpenAI key in the workspace for now.

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

Yes. Project webhooks send events when work items are created, updated, change status, receive comments or get attachments.

Yes. Save a project's columns and custom fields as a template, and new projects can start from it.

Yes. The Command Center shows backlog and sprint KPIs beside org health, agent activity, the sales pipeline and an action queue.

10Keep exploring

Related

ProjectsDelivery linked to what shippedAudit to SOWFindings to a priced statement of workKnowledge HubDocs, patterns and your org in one searchOrg Audit55 checks, priced findings, a letter gradePlatformUnderstand, build, ship and deliver in one workspacePricingEvery feature on every plan

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