SyncOnAI360

For managed services providers

Look after every client org without logging into each one.

Health, change and risk across every org you support in one console, with fixes shipped through one governed path and reports your clients can open themselves.

Start freeBook a demo

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

In one paragraph

SyncOnAI 360 for managed services providers keeps each client's Salesforce org synced, scored and watched. Health and audit run on every refresh, changes made outside your process are raised as findings, fixes ship as approved proposals with receipts, and clients get read-only reports through links you can withdraw.

Automatic refresh of every connected org
6hAutomatic refresh of every connected org
Audit checks on every client org
55Audit checks on every client org
Console for the whole client portfolio
1Console for the whole client portfolio
Accounts your clients need to read a report
0Accounts your clients need to read a report

01The problem

Why Salesforce managed services margins disappear

A retainer pays for keeping an org healthy, but most of the hours go into finding out what changed, re-learning each org, and writing reports that prove the work was done.

  1. 01

    Re-learning every org

    Each ticket starts with clicking through Setup to remember how this client's org is built.

  2. 02

    Changes you did not make

    Client admins and other vendors change the org between your visits, and you find out when something breaks.

  3. 03

    Work nobody sees

    Preventive work is invisible to the client unless someone spends hours writing it up.

  4. 04

    One person per org

    Knowledge of each org sits with one consultant, so holidays and handovers hurt.

02portfolio

How do you watch many Salesforce orgs at once?

Every connected org refreshes automatically every six hours and on demand. Its health score, confidence and coverage are recalculated each time, and the Command Center shows the whole portfolio with health scores side by side, an action queue and an activity feed of syncs, deploys and audits.

Each org has its own lenses for health, changes, technical debt, architecture and the data model, so the team can open any client and see its state without logging into Salesforce first.

  • Six-hour refresh of every org
  • Portfolio health side by side
  • Per-org lenses

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

03changes

How do you catch changes made by the client or another vendor?

The Changes lens shows what changed in each org and when, and whether it came through SyncOnAI 360 or from somewhere else. Every audit reads thirty days of the Setup Audit Trail and flags production changes made outside the deploy pipeline, recently deactivated validation rules and unusual bursts of changes by one user.

Those show up as findings with their evidence, so a side-door change is a conversation with the client rather than a surprise during the next deploy.

  • What changed and by which route
  • Side-door changes as findings
  • Deactivated rules flagged

Acme Production

Org health · synced 4 minutes ago

82

Health · B

Health

82

Confidence

74

Coverage

91

Apex coverage 78%, from the org's last test run

  • 3 Flows on Case run on the same trigger
  • 11 Apex classes below 75% coverage
  • Managed package source hidden by Salesforce: 2 packages

04fix

How do tickets get resolved faster?

Ask the chat about the client's org in plain language. It reads the synced metadata and source, shows the tools it used, and drafts the fix as a proposal. Specialist agents handle admin, Flow, Apex, component and data work, each with tools you allow, deny or hold for confirmation.

Every fix runs named checks, is validated against the org and, for production, needs a second admin's approval. The receipt it leaves is the record of the ticket's resolution.

  • Answers grounded in the client's org
  • Fixes drafted as proposals
  • Receipts as resolution records

SyncOnAI 360

AI architect for Salesforce

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

05show

How do clients see the value of a retainer?

Share a read-only health summary, a health report or an audit as a link that opens without an account and expires; withdraw it whenever you choose. When fixes are deployed and the audit runs again, each fixed finding is marked verified fixed, so progress is shown against the same checks every month.

Audit findings can also be turned into a priced statement of work, which turns preventive recommendations into scoped extra work.

  • Read-only links clients open themselves
  • Verified fixes month to month
  • Findings into priced work

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.

06team

How does the whole team share client knowledge?

Every org's repository, history, findings and pages are shared across the workspace, so any consultant can pick up any client. Runbooks and meeting notes sit beside the org in pages, and the AI cites them when it answers.

Members build and propose; admins approve production and manage connections. Roles are chosen when someone is invited, and every privileged action is recorded in the activity log.

  • Any consultant, any client
  • Runbooks beside each org
  • Two roles and an activity log

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

07onboard

How fast can a new client org be taken on?

Connect a sandbox or production org with Salesforce OAuth and the first sync runs in the background with progress by stage. Health, the audit and the dependency graph follow from the same sync, so the first review of a new client can happen in the first week rather than after a month of discovery.

The audit findings, with their costs, become the onboarding plan: what to fix first, what to propose as extra work, and what to watch.

  • OAuth connection, background sync
  • Health and audit from day one
  • Findings as the onboarding plan

Org Audit

Acme Production · last run 6 minutes ago

Grade C

C

74 / 100

Fair, technical debt accumulating

Automation & Flows

64

Permissions & Security

71

Apex & Code

78

Fields & Data Quality

82

Limits & Performance

91

Change Intelligence

69

55 checks run · 37 open findings · 2 checks skipped, with the reason shown

08rules

How do you keep each client's conventions straight?

Org rules set the naming conventions, forbidden patterns and preferred automation type for each org, and changes the AI drafts are built inside them. A consultant working on three clients in a day gets each client's conventions applied without having to remember them.

When a proposal is promoted to production, that org's policy and freeze windows apply, so a client's change calendar is respected however many people work on the account.

  • Conventions per client org
  • AI drafts inside the rules
  • Each org's freeze windows respected

SyncOnAI 360

AI architect for Salesforce

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

09How it works

A managed services month

Watch, fix, prove, repeat.

  1. 01

    Connect

    Connect each client org and its sandboxes.

  2. 02

    Watch

    Health and change checks run on every refresh.

  3. 03

    Fix

    Resolve tickets as approved proposals.

  4. 04

    Prove

    Share the re-audit as a read-only report.

10Before and after

Managed services, reactive versus watched

Without

With SyncOnAI 360

Re-learning each org per ticket

Every org synced and searchable

Client changes found when things break

Side-door changes raised as findings

Fixes with no record

A receipt behind every fix

Monthly reports written by hand

Re-audits shared as read-only links

One consultant per client

Shared context across the team

11Who uses it

Who you work with in the workspace

Your consultantsPick up any client from its synced org, history, findings and runbooks, instead of waiting for the one person who knows it.Your adminsApprove production fixes made by the team, manage org connections and keys, and keep each client's deploy policy and freeze windows.
Client stakeholdersOpen read-only health and audit reports without an account, and see verified fixes month to month.
Client security teamsSee that CRM records are never stored, that changes need approval, and that every deploy leaves a receipt.

12Questions

Frequently asked questions

Plans are priced per workspace by production org, and each production org can bring its sandboxes. See the pricing page for the current limits.

No. Shared health reports and audits open in the browser without an account.

SyncOnAI 360 keeps each org's metadata, not its CRM records. Record queries run live when needed.

Each workspace is isolated from every other customer. Within your workspace, every connected client org is visible to your team.

Yes. The Changes lens and the audit's change checks show changes made outside your process.

Every change it drafts is a proposal with checks and validation, and production needs a second admin's approval.

Yes. Selected findings become a priced statement of work in one step.

Slack can receive notifications. It is notifications only, not a chat bot.

Yes. An org can be disconnected from the workspace, and shared report links can be withdrawn at any time.

13Keep exploring

Related

Salesforce consultanciesClient orgs to proof of workOrg HealthHealth, confidence and coverage for every orgChange HistoryWhat changed, when, and by which routeClient PortalRead-only views you can withdrawOrg Audit55 checks, priced findings, a letter gradePricingEvery 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