SyncOnAI360

For Salesforce admins

Run your Salesforce org with confidence, not guesswork.

Understand any part of the org in plain language, fix Flows without breaking what else runs, see what a change will touch, and ship it safely, all without opening an IDE.

Start freeBook a demo

Flow: Case_Intake_Route

What else runs on save

Two after-save Flows run on the same save

  1. 1Before-save FlowCase_Defaults
  2. 2Validation rules3 active on Case
  3. 3Apex triggerCaseTriggerHandler
  4. 4After-save FlowCase_Intake_Route
  5. 5After-save FlowEscalate_High_Priority

In one paragraph

SyncOnAI 360 for Salesforce admins is an org-aware workspace for running and changing Salesforce without code. Ask questions about the org in plain language, read health and audit findings with evidence, see what any field or Flow affects, build and fix Flows and pages visually, and deploy through checks and approval.

Lines of code needed for everyday admin work
0Lines of code needed for everyday admin work
Audit checks on your org, with evidence
55Audit checks on your org, with evidence
Edit to add fault handling across a whole Flow
1Edit to add fault handling across a whole Flow
Plan for one admin and one production org
FreePlan for one admin and one production org

01The problem

Why Salesforce admin work keeps getting harder

Admins inherit orgs full of automation they did not build, field requests that pile up, and the quiet fear that the next change will break something nobody remembered. Most help on offer assumes you write code.

  1. 01

    An org you did not build

    Hundreds of Flows, validation rules and permission sets with no documentation, and a backlog that does not wait while you learn them.

  2. 02

    What else runs on save

    A new Flow collides with an old trigger, and the only clue is a user's error message and a failure email.

  3. 03

    Every change is a gamble

    Renaming a picklist value or a field might break a report, a Flow or an integration. Where Is This Used only tells part of the story.

  4. 04

    Tools built for developers

    Deployment tools and AI coding assistants assume an IDE, Git and Apex, not someone who works in Setup.

02understand

How can a Salesforce admin understand an unfamiliar org?

Ask in plain language: "Which Flows on Case overlap?", "What writes to Opportunity.Amount?", "Is any of this unused?" The chat answers from your org's own metadata, shows the tools it used and cites its sources. Lineage gives every component a plain-language overview of what uses it and what it uses.

The health score shows how well the org is built, with confidence kept separate so hidden package code is never mistaken for health, and the audit runs 55 checks with the evidence behind each finding. The Architecture lens describes how the org is built, and Changes shows what moved and where it came from.

  • Plain-language questions answered from your org
  • Lineage overviews for any field, Flow or class
  • Health and audit with evidence

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

03flows

How do admins troubleshoot and fix Salesforce Flows?

Open any Flow by name and the builder explains it in plain sentences first. What Else Runs lists everything that fires when its record is saved, in Salesforce's order of execution. Paste the failure email Salesforce sent and the canvas selects the element that failed and the path the run took.

Add fault handling to every element that can fail in one edit, rename resources with every reference updated, and see if someone changed the Flow in Salesforce since you opened your draft. The Flow and Automation agent can draft fixes, shown as previews you accept or reject.

  • Order of execution for every save
  • Failure emails traced to the failing element
  • Fault handling in one edit
  • A Flow and Automation specialist agent

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

04impact

How can admins know what a change will break?

Before changing a field or picklist, ask: who writes to this field, what does changing this value break, is this metadata genuinely unused, does something already do this? Each question has its own analysis, built from the org's parsed source, and the chat runs them when you ask.

Nothing is called unused unless the evidence needed to prove it was actually read, so the cleanup list you get is one you can act on. When the change becomes a proposal, its blast radius is shown beside the checks.

  • Field writers and picklist impact before you change them
  • Unused only when the evidence is complete
  • Blast radius on every proposal

Lineage: Case.Priority

Acme Production · what uses it, what it uses

Changing the values of Case.Priority affects 6 components. Two Flows branch on the value "High" and would stop routing escalations.

  • 2 Flowsread Case.Priority and branch on it
  • 1 Apex classsets it on insert
  • 1 validation rulerequires it on escalation
  • 1 reportgroups by it
  • 1 Lightning pageshows it on the console

05ship

How do admins deploy Salesforce changes safely?

Everything you build becomes a proposal with named pre-flight checks and a before and after view, validated against the org before anyone approves it. Deploy to a sandbox to test, then send it for production approval.

If something goes wrong, roll back from the deploy receipt to the version recorded before the change. The Salesforce Admin agent covers objects, fields, validation rules, layouts, list views and reports, so routine work moves quickly and still goes through the same safe path.

  • Proposals validated before approval
  • Sandbox first, production with approval
  • Rollback from the receipt
  • A Salesforce Admin specialist agent

Deploy receipt

Acme Production

Deployed
Change
Case_Intake_Route: fault path added
Requested
"Add fault handling to the intake Flow"
Checks
5 of 5 passed
Approved by
M. Okafor, admin
Deployed
Today, 14:22 to Acme Production
Previous version recorded

06report

How do admins report org health to leadership?

The health score comes with a letter grade and a plain sentence, from A, excellent and enterprise ready, to F, critical and needing immediate action, so the state of the org can be explained without jargon. The audit adds the evidence and an estimated cost to fix for each finding.

Share a read-only link to the health report or audit with leadership or a partner, and withdraw it when it is no longer needed. When fixes are deployed and the audit runs again, each finding is marked verified fixed, so progress is something you can show rather than describe.

  • A grade and a plain sentence leadership understands
  • Costed findings for the business case
  • Read-only links you can withdraw
  • Verified fixes after each re-audit

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.

07How it works

An admin's first week with SyncOnAI 360

From inherited org to confident changes.

  1. 01

    Connect a sandbox

    Authorise it with Salesforce OAuth; revoke any time from Setup.

  2. 02

    Read the org

    Health, audit, lineage and architecture after the first sync.

  3. 03

    Ask questions

    Get plain-language answers about anything in the org.

  4. 04

    Fix something

    Repair a Flow with fault handling and test it in the sandbox.

  5. 05

    Ship it

    Send the proposal for production approval, with rollback ready.

08Before and after

Admin work, with and without SyncOnAI 360

Without

With SyncOnAI 360

Clicking through Setup to learn the org

Plain-language answers from the org itself

Guessing what else runs on save

Order of execution listed for every save

Where Is This Used and hoping

Impact analysis from parsed source

Fault paths added one element at a time

Fault handling across a Flow in one edit

Changes straight into production

Validated proposals, sandbox first, rollback ready

09Questions

Frequently asked questions

No. Admins work through plain-language chat, the Flow and Lightning page builders, lineage, health and the audit. Developers get the code tools when they need them.

Yes. The first sync gives you health, an audit with evidence, lineage, technical debt, architecture and change history, and you can ask the chat about anything in the org.

It explains Flows in plain sentences, lists everything that runs on save in order, traces failure emails to the failing element, adds fault handling in one edit and renames safely.

No. Every change is a proposal you review, validated against the org first, and production needs approval.

It tells you whether the evidence shows the field is unused. If the source needed to prove that could not be read, it says unknown and why.

Yes. Free covers one user and one production org with its sandboxes, on your own Anthropic or OpenAI key, with no credit card and no time limit.

Roll back from the deploy receipt to the version of each component recorded before the change. Components the deploy created are removed separately.

Yes. The Lightning Page Builder draws the page as it renders, with X-Ray, a side-by-side diff and persona preview, and pages can be deployed without the AI model.

Yes. The score maps to a letter grade with a plain sentence, and audit findings carry an estimated cost to fix, which frames the work as a business decision.

Yes. Org rules set naming conventions, forbidden patterns and the preferred automation type, and AI-drafted changes respect them.

10Keep exploring

Related

Flow BuilderFlows from a sentence or the canvasLineage and ImpactWhat breaks before you change itOrg Audit55 checks, priced findings, a letter gradeIn-house Salesforce teamsOne shared org contextOrg IntelligenceUnderstand every org down to its sourcePricingEvery feature on every plan

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.

Start free, connect my orgBook a demo with SyncOnAI
  • Anthropic
  • OpenAI