SyncOnAI360

For system integrators

One Salesforce delivery method, across every programme you run.

The same assessment, the same conventions, the same governed path to production and the same evidence, whichever team, client or org the work is in.

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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 system integrators standardises Salesforce delivery across programmes. Every client org gets the same fifty-five check audit and health score, teams share verified prompts, agents and org rules, every change ships as a validated proposal with approval and a receipt, and pursuits draw on a shared proof vault of past wins.

Audit checks, the same on every client org
55Audit checks, the same on every client org
Production orgs on the Business plan
30Production orgs on the Business plan
Governed path to production for every team
1Governed path to production for every team
Steps in every pursuit
9Steps in every pursuit

01The problem

Why delivery quality varies across a large practice

A system integrator's method lives in slide decks and in its best people. Each programme team assesses orgs differently, prompts AI differently and records changes differently, and clients notice the difference between teams.

  1. 01

    A method on paper

    The delivery framework exists, but every team applies it in its own way.

  2. 02

    Assessments that differ

    Two teams assessing similar orgs produce findings in different shapes and at different depths.

  3. 03

    AI used unevenly

    Some consultants use AI well, some badly, and nobody can see which.

  4. 04

    Evidence assembled late

    Proof of what was delivered is pulled together for the steering committee rather than kept as it happens.

02assess

How do you assess every client org the same way?

Every connected org is audited against the same 55 checks in twelve scored sections, with evidence behind each finding, a severity, an effort band and an estimated cost at a stated rate. Health is scored with its confidence and coverage reported separately.

Findings become a priced statement of work in one step, written as outcomes, so proposals from different teams have the same structure and the same evidence behind every line.

  • One audit method for every org
  • Evidence, effort and cost per finding
  • Statements of work in one shape

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

03method

How do teams share one way of working with AI?

A verified prompt library with categories and versions puts the practice's proven wording in front of every consultant, with variables filled from each client's org. Specialist agents for admin, Flow, Apex, component and data work carry their own instructions and tool permissions.

Org rules set the naming conventions, forbidden patterns and preferred automation type for each client, and anything the AI drafts is built inside them.

  • Shared, versioned prompts
  • Specialist agents with set permissions
  • Conventions enforced per client

SyncOnAI 360

AI architect for Salesforce

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

04govern

How are client changes governed across teams?

Every change, from any team, is a proposal with named checks, its blast radius and a validation against the client's org. Production needs an approved proposal, from a second admin where the workspace has two or more, and each org's deploy policy and freeze windows apply.

Every deploy leaves a receipt with rollback, and work items link to the deploys that delivered them, so programme reporting points at evidence.

  • One governed path for every team
  • Client freeze windows respected
  • Receipts behind every change

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

05portfolio

How do practice leaders see every programme?

The Command Center shows the org portfolio with health scores, backlog and sprint progress, recent agent runs, the sales snapshot and an activity feed of syncs, deploys and audits. Reports run on one engine shared by every project, and each widget states how much data it covers.

Client stakeholders get read-only health and audit reports through links that expire and can be withdrawn.

  • Portfolio health in one view
  • Delivery across projects
  • Read-only client reports

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

06win

How does delivery experience help win the next bid?

Each pursuit moves through fit, pricing, proof, proposal, statement of work, deal room, tracking, debrief and learning. The proof vault holds delivery wins with outcomes, duration and value, tagged by Salesforce cloud and industry, and matches them to new pursuits.

Debrief lessons feed back into future proposals, so what one programme learns is available to the next.

  • Nine-step pursuits
  • Proof matched by cloud and industry
  • Lessons shared across the practice

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

07onboard

How are consultants onboarded onto a client quickly?

A new consultant opens a client org that is already synced, scored and audited, with its dependency graph, change history and runbooks in place. The Knowledge Hub searches components, pages, findings and Salesforce documentation together, and the chat answers questions about the org with the tools it used shown.

That turns the first week on a programme from reading old documents into working from the org itself, and makes rotating people between programmes far less costly.

  • Orgs synced, scored and audited
  • One search across org and documents
  • Faster rotation between programmes

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

08How it works

Standardising delivery

From a method on paper to a method in the work.

  1. 01

    Assess

    Audit every client org the same way.

  2. 02

    Equip

    Share prompts, agents and per-client conventions.

  3. 03

    Govern

    One proposal path with approval and receipts.

  4. 04

    Report

    Portfolio and programme views from the same records.

  5. 05

    Learn

    Wins and lessons feed the next pursuit.

09Before and after

Delivery at scale, varied versus standard

Without

With SyncOnAI 360

Each team assesses its own way

One audit method on every org

AI used differently by everyone

Shared prompts, agents and conventions

Changes recorded per team, if at all

Receipts behind every change

Steering packs built by hand

Reports from one engine

Wins remembered by individuals

A proof vault every pursuit can use

10Who uses it

Who works in the workspace

Practice leadsSet the method once, in prompts, agents, rules and the audit, and see it applied across programmes.
Programme and delivery managersRun each programme's board, releases and reports beside the client's org.Consultants and developersStart on any client with the org synced, explained and governed.Client stakeholdersRead health and audit reports that open without an account and can be withdrawn.

11Questions

Frequently asked questions

Business covers 25 users and 30 production orgs; Enterprise is sized to your practice, with AI included or your own provider agreement.

Each workspace is isolated from every other customer. Within a workspace, connected orgs are visible to its members, so larger practices can use separate workspaces per programme.

Yes. The prompt library holds verified prompts with categories and versions, shared across the workspace.

Yes. Org rules set naming conventions, forbidden patterns and the preferred automation type per org.

Yes. The same checks in the same twelve sections, with evidence and costs at a stated rate.

Not yet. The security overview answers a standard questionnaire control by control.

Not yet. Single sign-on and security review are scoped with Enterprise customers.

No. Only org metadata is kept; record queries run live when needed.

Yes. Connect each client's production orgs and their sandboxes; the Business plan covers 30 production orgs.

Yes, when the prospect connects an org: audit findings become a priced statement of work in one step.

Yes. Prompts keep their versions and org rules can be edited, so the method can evolve without losing what came before.

Within a workspace, members see its connected orgs and projects. Use separate workspaces where programmes must be kept apart.

Yes. Agents list their recent runs, every tool call is recorded, and prompt runs keep an execution history with notes and feedback.

Yes. Findings can be raised in Jira, deployed changes recorded in GitHub, deploy results posted to Slack, and Claude or Cursor can read orgs read-only.

Yes. Pricing uses the rate card and currency set in the practice profile.

12Keep exploring

Related

Salesforce consultanciesClient orgs to proof of workEnterprise Salesforce teamsGovern every org and every change at scaleOrg Audit55 checks, priced findings, a letter gradePrompt LibraryVerified Salesforce prompts with org-aware fieldsEngagementsFit, price, proof, proposal, SOW, deal roomPricingEvery feature on every plan

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