SyncOnAI360

For IT and platform leaders

Let your team use AI on Salesforce, with the controls you need.

One governed workspace for the whole Salesforce estate: measured health, a single approved path to production, a receipt for every change, and AI that cannot reach an org without a person saying yes.

Book a demoRead the security overview

Workspace security

Settings · Security

  • Configuration onlyMetadata and code. CRM records stay in Salesforce.
  • Isolated per customerEnforced by the database and tested every release.
  • Keys in Google Cloud KMSCredentials encrypted under a per-customer key.
  • Second admin for productionThe author can never approve their own change.
  • Hosted in the United StatesEvery subprocessor listed with its region.

In one paragraph

SyncOnAI 360 for IT and platform leaders brings the Salesforce estate under one set of controls. Every org is scored for health and audited, every change ships as a validated proposal with two-person approval for production, every deploy leaves a receipt, AI tools are scoped and logged, and CRM records are never stored.

People on every production change in multi-admin workspaces
2People on every production change in multi-admin workspaces
CRM records stored
0CRM records stored
Deploy recorded with its approver
EveryDeploy recorded with its approver
Audit sections scored per org
12Audit sections scored per org

01The problem

Why AI on Salesforce worries IT leaders

Teams are already pasting org details into AI tools and asking them to write Apex and Flows. The productivity is real, and so are the questions: what data left the building, who approved the change, and how would anyone undo it.

  1. 01

    Shadow AI

    Configuration and code are copied into general chat tools with no record of what was shared or what came back.

  2. 02

    No single change path

    Changes reach production from Setup, IDEs, change sets and vendors, each with its own level of control.

  3. 03

    Risk you cannot see

    Org health, security exposure and technical debt are known only when someone runs a one-off assessment.

  4. 04

    Audit questions without answers

    Who approved this change and what was it meant to do is answered by searching emails.

02estate

How do you see the health of the whole Salesforce estate?

Every connected org is synced and scored on each refresh, with confidence and coverage reported separately so a score is never more certain than its data. The audit scores twelve sections, including permissions and security, automation, code and limits, with evidence behind each finding and an estimated cost to fix.

The Command Center shows the portfolio side by side with an action queue and activity feed, and reports state how much of the estate each figure covers.

  • Health, confidence and coverage per org
  • Twelve audited sections
  • Portfolio view with an action queue

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

03control

What controls apply to Salesforce changes?

Nothing reaches a customer org except through a proposal. Each one runs named pre-flight checks and is validated against the target org; production needs an approved proposal, and in workspaces with two or more admins the approver must be someone other than the author.

A deploy policy adds freeze windows, required approvers and auto-approval for low-risk work, and can never let through a change that failed its checks. Every deploy leaves a receipt with rollback to the recorded previous version.

  • One governed path to production
  • Maker-checker approval
  • Freeze windows and policy
  • 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

04ai

How is AI governed on Salesforce?

The AI reads the synced org rather than receiving pasted extracts, and any change it drafts becomes a proposal like any other. Specialist agents list their tools and whether each reads or writes; any tool can be allowed, denied or held for confirmation, and every tool call is recorded.

External AI clients such as Claude Desktop and Cursor connect through a read-only, scoped and logged connection. Anthropic and OpenAI do not train on API traffic, and anonymous Apex that changes data never runs without a person pressing Allow.

  • AI changes become proposals
  • Agent tools allowed, denied or held
  • Read-only, logged MCP access
  • No training on API traffic

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

05data

What data does SyncOnAI 360 hold?

Org metadata: configuration and the source of code and automation. CRM records are not stored; record queries run live when a question needs them. Secrets are held in a cloud key management service, and each workspace is isolated from every other customer at the database level.

The Trust Center and security overview set out each control, the subprocessors that handle data and the processing terms, including what each control does not cover.

  • Metadata, not CRM records
  • Secrets in a key management service
  • Workspace isolation in the database

Workspace security

Settings · Security

  • Configuration onlyMetadata and code. CRM records stay in Salesforce.
  • Isolated per customerEnforced by the database and tested every release.
  • Keys in Google Cloud KMSCredentials encrypted under a per-customer key.
  • Second admin for productionThe author can never approve their own change.
  • Hosted in the United StatesEvery subprocessor listed with its region.

06evidence

What evidence is there for an audit?

Each deploy's receipt records what changed, the request behind it, the checks it passed, who approved it and when. The activity log records privileged actions across the workspace, deploys, refreshes, settings changes and connections, with filters for each.

Two roles keep access simple to explain: admins approve production, manage connections and keys; members build, propose and deploy to sandboxes.

  • Receipts for every deploy
  • A filtered activity log
  • Two roles, simply explained

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

07rollout

How do you roll SyncOnAI 360 out across the estate?

Start with a sandbox: nothing is written to any org without an approved proposal, so the first weeks are read-only in practice. Use the health score and audit to agree where the estate stands, then connect production orgs and set the deploy policy, freeze windows and agent permissions before the team starts proposing changes.

Invite people as admins or members, scope any external AI tool tokens to the orgs they need, and review the activity log and receipts as the evidence of how the controls are working.

  • Sandbox first
  • Measure, then govern
  • Scoped tokens and two roles

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

08How it works

Bringing the estate under control

A measured start, then one governed path.

  1. 01

    Connect

    Connect a sandbox first, then production orgs.

  2. 02

    Measure

    Health and audit for every org, with evidence.

  3. 03

    Govern

    Set approval rules, freeze windows and agent permissions.

  4. 04

    Prove

    Receipts and the activity log answer audit questions.

09Before and after

Salesforce and AI, ungoverned versus governed

Without

With SyncOnAI 360

Org details pasted into chat tools

AI reading the synced org, with a record

Many routes to production

One proposal path with approval

Risk known after an incident

Health and audit on every refresh

Who approved this? Search the inbox

Receipts and an activity log

AI tools with full access

Scoped, read-only, logged connections

10Who uses it

Who answers to you

Platform teamsWork from one shared picture of each org with AI that reads it, inside the controls you set.Release managersRun every change through one checked, approved, recorded path to production.Partners and consultanciesDeliver in your orgs through the same proposals, approvals and receipts as your own team.Security and complianceReview access findings mapped to SOC 2, ISO 27001 and Essential Eight controls, and read the Trust Center.

11Questions

Frequently asked questions

No CRM records are stored. It keeps org metadata, and record queries run live when needed.

No. Every change is a proposal; production needs an approved proposal, from a second admin where the workspace has two or more.

Anthropic and OpenAI do not train on API traffic. On the Free plan, AI runs on your own provider key and account.

Yes. Every deploy has a receipt, and privileged workspace actions are recorded in the activity log.

Not yet. The security overview answers a standard questionnaire control by control, and the Trust Center lists subprocessors and processing terms.

Not yet. Single sign-on and SCIM provisioning are not available today.

The application and database run in the United States. The subprocessors page lists each company that processes data and where.

Yes. MCP tokens are scoped to the orgs you choose, read-only, and every call is logged.

Yes. Connect a sandbox first; nothing is written to any org without an approved proposal.

Yes. Every call through the MCP connection is logged with the tool and token used.

Yes. Invite them as members: they can build, propose and deploy to sandboxes, while production stays behind your admins' approval.

Roles are chosen when someone is invited, and the first person in a new workspace is an admin.

12Keep exploring

Related

Enterprise Salesforce teamsGovern every org and every change at scaleSafe ChangeValidate, approve, deploy, roll backApproval GatesMaker-checker and deploy policySalesforce AI AgentsSpecialists with their own tools and limitsTrust CenterWhat we hold and how it is protectedPermissions AnalysisWho can reach what, and what is too broad

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  • Anthropic
  • OpenAI