SyncOnAI360

For delivery managers

Report on Salesforce delivery from what actually shipped.

Boards, sprints and releases that sit beside the org being changed, with each work item linked to the deploy that delivered it and its evidence carried from the audit.

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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 for delivery managers runs Salesforce projects in the same workspace as the orgs they change. Projects have a board, backlog, sprints, roadmap, releases, a wiki and reports; work items link to the proposals and deploys that delivered them, and audit findings become work items with their evidence and estimate attached.

Workspace for the plan, the org and the evidence
1Workspace for the plan, the org and the evidence
Report engine for projects and leadership
1Report engine for projects and leadership
Work item linkable to the deploy that shipped it
EveryWork item linkable to the deploy that shipped it
Command Center refresh interval
30sCommand Center refresh interval

01The problem

Why Salesforce delivery status is always out of date

The plan lives in a ticketing tool, the work lives in the org, and the evidence lives in someone's inbox. Status reports are assembled by hand from all three, and they describe what was dragged across a board, not what reached production.

  1. 01

    Cards are not changes

    A ticket marked done says nothing about whether the change was deployed, validated or approved.

  2. 02

    Estimates from memory

    Scoping an org change means guessing at what it touches, so estimates drift and change requests multiply.

  3. 03

    Decisions lost in calls

    What was agreed in a meeting rarely reaches the sprint that has to implement it.

  4. 04

    Reports by hand

    Every steering meeting means an afternoon of exports and slides, with numbers nobody can trace.

02plan

What does a Salesforce project look like in SyncOnAI 360?

Each project has a board, a backlog, sprints, a roadmap, releases, a wiki for its documents and a Reports tab. It sits in the same workspace as the orgs it changes, so the plan, the configuration and the changes are one click apart.

Work items link to the proposals and deploys that delivered them. A card is done when its change shipped, and the release report points at receipts rather than at card movements.

  • Board, backlog, sprints, roadmap, releases
  • A project wiki
  • Work items linked to deploys

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

03scope

How do audit findings become planned work?

The audit scores twelve sections and records each finding with its evidence, a severity, an effort band and an estimated cost. Selected findings become work items in one step, carrying that evidence and estimate onto the card, so the team starts from facts about the org.

Before a change is planned, impact analysis shows what uses a component and what writes to a field, so the estimate accounts for what the change will actually touch.

  • Findings to work items in one step
  • Evidence and estimate on the card
  • Impact checked before planning

Org Audit

Acme Production · last run 6 minutes ago

Grade C

Priced at $150 an hour, shown on screen

  • Admin user inactive for 90+ days

    critical Minutes

    $75

  • Flow has no fault path

    high Hours

    $600

  • SOQL query inside a loop

    high Hours

    $600

  • Production change made outside the pipeline

    high Hours

    $600

  • Three record-triggered Flows on Case

    medium Days

    $2,400

5 selectedCreate statement of work

04report

How do delivery reports stay honest?

Reports are widgets on one report engine, the same engine behind each project's Reports tab and the main dashboard, covering delivery, deploys, org health and audit trends. Every widget states how much of the data it covers, so a partial picture is never presented as the whole.

The Command Center shows the org portfolio, backlog and sprint progress, recent agent runs and an activity feed of syncs, deploys and audits, refreshed about every thirty seconds.

  • One engine for project and leadership reports
  • Coverage stated on every widget
  • Live Command Center

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

05decisions

How do meeting decisions reach the sprint?

Record a call in a browser tab and the transcript is saved as a page. Ask the chat to pull out the decisions and actions, and keep the result in the project wiki beside the board that will implement it.

Pages are searchable from the Knowledge Hub and the chat, so the reason behind a change is still findable when the sprint that delivers it starts.

  • Calls transcribed into pages
  • Decisions beside the board
  • Searchable later

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

06ship

How does delivery stay safe as it speeds up?

Every change, whether drafted by the AI or built by hand, ships as a proposal with named checks, validation against the org and, for production, a second admin's approval. Every deploy leaves a receipt with rollback to the recorded previous version.

That gives a delivery manager a release record that holds up in front of a client or an auditor without being assembled after the fact.

  • Checked and validated changes
  • Two-person production approval
  • 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

07handover

How does won work arrive in delivery?

For consultancies, a pursuit runs through engagements: fit, pricing, proof, a proposal, a statement of work and a client deal room. When the work is won, the accepted scope is put onto a project board, where findings keep the evidence and estimates they carried into the statement of work.

The delivery manager starts from the same facts the client agreed to, so the plan and the commercial commitment describe the same work and change requests have something firm to be measured against.

  • Accepted scope onto the board
  • Evidence and estimates kept
  • Plan and contract describe the same 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

08How it works

Running delivery on SyncOnAI 360

From finding to shipped, with the evidence kept.

  1. 01

    Scope

    Turn audit findings into work items with their estimates.

  2. 02

    Plan

    Arrange sprints, releases and the roadmap.

  3. 03

    Build

    The team builds and proposes changes against the org.

  4. 04

    Ship

    Approved proposals deploy and close their work items.

  5. 05

    Report

    Dashboards built from what actually shipped.

09Before and after

Salesforce delivery, assembled versus connected

Without

With SyncOnAI 360

Done means the card moved

Done means the change deployed

Estimates from memory

Findings and impact behind every estimate

Decisions lost after the call

Transcripts kept beside the board

Status reports built from exports

Reports from one engine, coverage stated

Release evidence assembled later

A receipt for every deploy

10Who uses it

Who you plan with

ConsultanciesRun each client project in the workspace that holds the client's org, and share progress as read-only reports.Release managersHand releases to one governed path with checks, approval and receipts, so the release date is a plan rather than a hope.Admins and developersBuild against the same org the plan describes, with each change linked back to its work item.LeadershipRead delivery, deploys and org health in reports that state their own coverage.

11Questions

Frequently asked questions

For Salesforce delivery it covers boards, backlogs, sprints, roadmaps, releases, a wiki and reports, linked to the org and its deploys. Teams that keep Jira can raise audit findings there as issues.

No. Audit findings can be raised as Jira Cloud issues and their status checked back on demand; it is not a two-way sync.

Work items link to the proposals and deploys that delivered them, so a release report can point at receipts.

Yes. Selected findings become work items in one step, with their evidence and estimate.

Yes. Health reports and audits can be shared as read-only links that expire and can be withdrawn at any time.

No. Engagements and projects are separate; accepted work is put onto a project board.

Yes. A call in a browser tab can be transcribed into a page. It needs an OpenAI key in the workspace for now.

Yes. Every plan includes every feature.

Yes. Project reports and the main dashboard share one engine, so leadership sees the same numbers the project team does.

Yes. Each project has a roadmap alongside its board, backlog, sprints and releases.

In the project's wiki, beside the board and releases. Workspace pages sit alongside for documents that span projects.

By what shipped: work items link to the deploys that delivered them, and the delivery and deploy widgets in reports are drawn from those same records, with the coverage of each widget stated.

12Keep exploring

Related

ProjectsDelivery linked to what shippedReports and DashboardsDelivery, deploys and org health in one viewPages and Meeting NotesDocs, decisions and transcripts beside the workDeliveryProjects, pages and engagementsSalesforce consultanciesClient orgs to proof of workDeploy ReceiptsA full record behind every deploy

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