All solutions
One workspace, shaped to the way your team works.
Consultancies and managed services providers, in-house platform teams and enterprises, and every role on a Salesforce team, from admins to release managers. Same platform, same governed path, different starting points.
- 34 pages
- By team
- By role
- Use cases
01By team
By team
How consultancies, in-house platform teams and enterprises run Salesforce on SyncOnAI 360.
- Salesforce consultanciesClient orgs to proof of work
- In-house Salesforce teamsOne shared org context
- Independent consultantsSeveral client orgs, one workspace
- Managed servicesRun many client orgs from one console
- System integratorsOne delivery method across every programme
- Small teams and solo adminsA whole Salesforce team's tooling for one or two people
- Enterprise Salesforce teamsGovern every org and every change at scale
02By role
By role
What each role on a Salesforce team gets from one shared workspace.
- Salesforce adminsUnderstand, fix and ship safely
- Salesforce developersApex, LWC and real org context
- Salesforce architectsDesign from the real org
- Release managersEvery change checked, approved and recorded
- Delivery managersPlans tied to what actually shipped
- Revenue operationsChange the revenue engine without breaking it
- IT and platform leadersGovern the Salesforce estate and its AI
03Use cases
Use cases
Common Salesforce jobs, start to finish.
- Audit a Salesforce orgEvidence, findings, a priced plan
- Understand an inherited orgGet your bearings in days, not months
- Know what will breakImpact before you change anything
- Find unused fieldsOnly when the evidence is complete
- Change a picklist safelyValues, records and automation checked
- Fix a broken FlowUnderstand it, fix it, ship it safely
- Untangle overlapping automationFlows, triggers and legacy rules on one object
- Raise Apex test coveragePass the deploy gate with real tests
- Clean up technical debtFind it, price it, remove it
- Review permissionsAn evidenced Salesforce access review
- Deploy to production safelyChecked, validated, approved, recorded
- Roll back a deployBack to the recorded previous version
- Review a releaseWhat differs, what it touches, who approved
- Manage many orgsEvery org's health and change in one view
- Document a Salesforce orgDocumentation that stays true to the org
- Run client discoveryFrom the org itself, not just interviews
- Turn an audit into a proposalFindings to a priced statement of work
- Deliver client workPlan, build, ship and prove
- Onboard a new client orgFrom signed to productive in days
- Run a Salesforce implementationRequirements to go-live, governed
Start in 5 minutes. No card required.
Connect your Salesforce org. Run your first health scan. Ask your first question. See what you've been missing.
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- OpenAI