SyncOnAI360

Team plan

Room for a delivery team and its client portfolio.

For a delivery team with a client portfolio. 8 users and 10 production orgs with their sandboxes, AI included, every feature.

Join the founding cohortCompare plans

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

The SyncOnAI 360 Team plan covers 8 users and 10 production orgs with their sandboxes, with AI included and every feature in the product. Its founding price is $149 a month, against a list price of $199, and it suits a delivery team running projects, engagements and governed releases across a client portfolio.

A month, founding price (list $199)
$149A month, founding price (list $199)
Users included
8Users included
Production orgs, with their sandboxes
10Production orgs, with their sandboxes
Included, no key needed
AIIncluded, no key needed

01The problem

Why delivery teams outgrow their tools

Once a team runs ten client orgs, the cracks show: each consultant works differently, releases are chased by hand, and nobody can see the portfolio at once.

  1. 01

    No shared picture

    Each consultant knows their own clients and nobody else's.

  2. 02

    Releases by chasing

    Who changed what in which org is reconstructed after the fact.

  3. 03

    Pursuits from scratch

    Every proposal starts from a blank page.

  4. 04

    Portfolio blind spots

    Leaders cannot see which client orgs need attention.

02deliver

How does a delivery team run a client portfolio on Team?

Each client org is synced, scored and audited, and the Command Center shows the portfolio with health scores, backlog and sprint progress and an activity feed. Projects have boards, sprints, releases and reports, with work items linked to the deploys that delivered them.

Every consultant works from the same synced orgs, shared prompts and per-client conventions, so the client gets the same quality whoever is on the account.

  • Portfolio health at a glance
  • Projects linked to deploys
  • One way of working across the team

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

03win

How does Team help win new work?

Engagements run each pursuit through fit, pricing from your rate card, proof from your vault of past wins, a proposal, a statement of work and a client deal room, with debrief lessons feeding the next bid.

When a prospect connects an org, audit findings become a priced statement of work in one step.

  • Nine-step pursuits
  • Proof vault matching
  • Findings into priced work

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

04included

What is included on the Team plan?

Every feature in the product. Org health and the audit, the metadata repository and dependency graph, the AI chat and specialist agents, the Flow, Lightning page, component and Apex builders, proposals with named checks and validation, approval, receipts and rollback, projects, engagements, reports, pages and the read-only connection for Claude and Cursor.

Plans differ in how many people and production orgs they cover, and in how AI is paid for, never in which features you can use. Team covers 8 users and 10 production orgs, with their sandboxes.

  • Every feature in the product
  • 8 users and 10 production orgs
  • Sandboxes included with each production org

Command Center

Org portfolio

5

Connected orgs

78

Average health

3

Need attention

  • Global Sales · ProductionProd

    12 open findings · Deploy approved 2h ago

    86

  • Service EMEA · ProductionProd

    31 open findings · Change made outside pipeline

    71

  • Partner Portal · ProductionProd

    18 open findings · Audit finished 20m ago

    79

  • Global Sales · UATSandbox

    14 open findings · Proposal validated

    84

  • Service EMEA · DevSandbox

    36 open findings · Sync running

    68

05ai

How does AI work on the Team plan?

AI is included on Team, so no key is needed for the chat and the agents, and the right model is picked per task: a light one for quick answers, a stronger one for building, the strongest for hard reviews. AI included means normal use of chat, builders and reviews. Very heavy automated use is discussed with you before anything changes.

Anthropic and OpenAI do not train on API traffic. Meeting transcription and image generation use OpenAI's models, so they need an OpenAI key in the workspace for now.

  • AI included, no key needed
  • Model picked per task
  • No training on API traffic

SyncOnAI 360

AI architect for Salesforce

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

06orgs

How do production orgs and sandboxes count?

A production org is the unit that scales, because that is where the risk and the value are. Each production org on the plan brings its sandboxes with it, and sandboxes linked to a counted production org are not counted. Team includes 10 production orgs.

Every connected org is synced every six hours and on demand, scored and audited, whether it is production or a sandbox.

  • Production orgs are the unit
  • Linked sandboxes are free
  • Every org synced and scored

Command Center

Org portfolio

5

Connected orgs

78

Average health

3

Need attention

  • Global Sales · ProductionProd

    12 open findings · Deploy approved 2h ago

    86

  • Service EMEA · ProductionProd

    31 open findings · Change made outside pipeline

    71

  • Partner Portal · ProductionProd

    18 open findings · Audit finished 20m ago

    79

  • Global Sales · UATSandbox

    14 open findings · Proposal validated

    84

  • Service EMEA · DevSandbox

    36 open findings · Sync running

    68

07safe

Are approval and rollback on every plan?

Yes. Every change on every plan is a proposal with named pre-flight checks and a validation against the org. Production needs an approved proposal, from a second admin where the workspace has two or more, and every deploy leaves a receipt with rollback to the version recorded before it.

Safety is not a feature you buy on a higher plan; it is how every change in the product works.

  • Checks and validation everywhere
  • Approval before production
  • Receipts and 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

08How it works

Getting started on Team

Paid plans open through the founding cohort first.

  1. 01

    Get in touch

    Join the founding cohort through the contact form.

  2. 02

    Connect

    Bring in client orgs and their sandboxes.

  3. 03

    Set the method

    Prompts, conventions, policy and approvers.

  4. 04

    Deliver

    Projects, engagements and governed releases.

09Before and after

A delivery team, improvised versus on Team

Without

With SyncOnAI 360

Each consultant's own tools

One workspace for the whole team

Releases chased by hand

Proposals, approval and receipts

Proposals from a blank page

Engagements with a proof vault

No portfolio view

Every client org side by side

10Who uses it

Who chooses Team

ConsultanciesA delivery team with a client portfolio, running projects and pursuits in one place.Managed services teamsWatch and fix many client orgs from one console.In-house platform teamsA larger team across several business units' orgs.Delivery managersPlans tied to what actually shipped.

11Questions

Frequently asked questions

$149 a month, against a list price of $199, or $1,990 a year.

8 users and 10 production orgs, each production org with its sandboxes.

No. Every plan includes every feature. Plans differ in users, production orgs and how AI is paid for.

No. Sandboxes linked to a counted production org are included.

No. Only org metadata is kept; record queries run live when needed.

Team is offered to the founding cohort at $149 a month, against a list price of $199.

Paid plans open to a founding cohort first, through the contact form.

Yes, for the chat and the agents. AI included means normal use of chat, builders and reviews. Very heavy automated use is discussed with you before anything changes.

12Keep exploring

Related

PricingEvery feature on every planPro planFor a consultant running a few client orgs.Business planFor a consultancy running delivery across many clients.Salesforce consultanciesClient orgs to proof of workEngagementsFit, price, proof, proposal, SOW, deal roomProjectsDelivery linked to what shipped

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