SyncOnAI360

For in-house Salesforce teams

One shared picture of your org, for the whole Salesforce team.

Admins, developers, architects and release managers working from the same understanding of the org, the same AI, and the same path to production.

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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 in-house teams gives everyone who works on your Salesforce org one shared context: a synced repository of the org with health, audit, dependencies and history, AI and specialist agents that work from it, visual builders, and one governed path to production with two-person approval, receipts and rollback.

Shared repository of the org for every role
1Shared repository of the org for every role
Roles: admins approve production, members build
2Roles: admins approve production, members build
Specialist agents for admin, Flow, Apex, LWC and data work
5Specialist agents for admin, Flow, Apex, LWC and data work
Audit checks that keep the org honest
55Audit checks that keep the org honest

01The problem

Why Salesforce teams step on each other

A Salesforce team is several specialists sharing one fragile system. Each uses different tools, sees a different slice of the org, and finds out about the others' changes when something breaks.

  1. 01

    Different tools, different truths

    Admins work in Setup, developers in an IDE, architects in diagrams, release managers in a spreadsheet. Nobody shares one picture of the org.

  2. 02

    Changes collide

    An admin's Flow and a developer's trigger both fire on the same save. Neither knew the other existed until users complained.

  3. 03

    Release management by chasing

    The release manager spends release week chasing who changed what and whether it was tested.

  4. 04

    AI used unevenly

    Some of the team paste org details into general chat tools, others refuse to. Neither gives the team a consistent or safe way to use AI.

02shared

How does a Salesforce team share one picture of the org?

Every connected org is synced into a repository that every role works from: the health score, the audit, the dependency map and lineage, technical debt, architecture and change history. When the admin and the developer look at Case, they see the same Flows, triggers and validation rules, in the same order of execution.

The Knowledge Hub adds Salesforce documentation, delivery patterns and the team's own Pages to the same search, and meeting transcripts become pages so decisions are not lost in calls.

  • One repository behind every view
  • Order of execution visible to everyone
  • Team knowledge searchable beside the org

Lineage: Case.Priority

Acme Production · what uses it, what it uses

03ai

How should a Salesforce team use AI safely?

Everyone uses the same org-aware chat, which works from the org's metadata and source, shows its tools and cites its sources. Specialist agents for admin, Flow, Apex, LWC and data work each list their tools and whether each reads or writes, and admins can allow, deny or require confirmation for any tool.

AI changes never bypass the team's process: every change is a validated proposal, data-changing Apex waits for an explicit Allow, and memories are saved only with a person's approval. Models come from Anthropic and OpenAI, neither of which trains on API traffic.

  • One org-aware assistant for the whole team
  • Per-tool permissions on specialist agents
  • AI changes go through the same approval path

SyncOnAI 360

AI architect for Salesforce

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

04roles

How are Salesforce team roles and approvals set up?

Two roles keep it simple. Members chat, search, build, propose changes, deploy to sandboxes and run projects. Admins do all of that plus connecting orgs, managing keys and members, approving production changes, editing the deploy policy and rolling back production.

With two or more admins, production changes must be approved by an admin other than the author. The deploy policy adds freeze windows and required approvers, and every deploy's receipt records who did what, so release week stops being a chase.

  • Members build and deploy to sandboxes
  • Admins approve production, set policy and roll back
  • Freeze windows and required approvers

Proposal: Case intake fault handling

Acme Production

Checks passed

Made by

D. Chen, admin

Cannot approve own production change

Approver

M. Okafor, admin

Policy: production requires an admin other than the author. Recorded on the receipt.

05work

How does the team plan and track Salesforce work?

Projects give the team a board, backlog, sprints, roadmap and Gantt, workload, releases and reports. Audit findings become work items in one step, and work items link to the deploys that delivered them, so the release manager can see exactly what shipped in a release.

Teams that already plan in Jira can raise audit findings there as issues, and Slack can carry deploy results to the channel the team watches.

  • Sprints, releases and workload in one place
  • Work items linked to the deploys that shipped them
  • Findings to Jira, deploy results to Slack

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

06conventions

How do teams keep the AI and each other consistent?

Org rules set what the AI must respect in each org: naming conventions, forbidden patterns and the preferred type of automation. Every change the chat or an agent drafts is built inside those rules, so a team's conventions apply to AI-built work as well as their own.

Agents can also suggest something worth remembering, such as a convention they noticed, but nothing is remembered until a person approves it, and memories never cross into another workspace. Standards and decisions recorded in Pages are searchable by everyone, including the AI.

  • Per-org naming conventions and forbidden patterns
  • A preferred automation type the AI follows
  • Memories saved only with approval

SyncOnAI 360

AI architect for Salesforce

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

07How it works

Bringing the team onto one workspace

Start with one org and one team, then widen.

  1. 01

    Connect

    Connect production and its sandboxes; linked sandboxes are free.

  2. 02

    Baseline

    Health, audit, lineage and history give everyone the same starting point.

  3. 03

    Invite

    Add admins and members, and set the deploy policy.

  4. 04

    Work

    Build in chat and the builders, and plan in projects.

  5. 05

    Release

    Every change approved by a second admin, receipted and reversible.

08Before and after

A Salesforce team, with and without SyncOnAI 360

Without

With SyncOnAI 360

Each role in its own tool

Every role working from one repository of the org

Collisions found by users

Order of execution and blast radius before a change

AI used ad hoc, or not at all

One governed, org-aware assistant for everyone

Release week spent chasing changes

Receipts showing who changed what and who approved it

Decisions lost in meetings

Transcripts and pages beside the work

09Questions

Frequently asked questions

Everyone who works on the Salesforce org: admins, developers, architects, release managers and the people who plan their work. Business owners can ask questions about the org in plain language too.

Team covers 8 users and 10 production orgs; Business covers 25 users and 30 production orgs. Every plan includes every feature, and linked sandboxes are free.

Yes. Members can deploy to sandboxes; production needs an approved proposal, and with two or more admins the approver must be someone other than the author.

No. Developers can keep their IDE and Git workflow, and connect Claude Desktop or Cursor to the org through the read-only MCP connection. SyncOnAI 360 adds the shared org context and the governed path to production.

Through plain-language chat, the Flow and page builders, lineage overviews and the audit. Every builder explains the thing in plain sentences before editing.

Yes. Each agent lists its tools and whether each reads or writes, and any tool can be allowed, denied or held for confirmation. Every tool call is recorded.

An admin adds their email and chooses a role, then sends the invite message. They join by signing in with that email address.

Not yet. Single sign-on and user provisioning are scoped with Enterprise customers and are not shipped today.

Yes. Org rules set naming conventions, forbidden patterns and the preferred automation type per org, and AI-drafted changes are built inside them.

Yes. Deploy receipts record each change and its approver, and the activity log records deploys, org refreshes, settings changes and connections.

Yes. Anyone in the workspace can ask questions about the org in plain language. A business owner who has never opened Setup can understand what the org does on day one.

10Keep exploring

Related

Salesforce adminsUnderstand, fix and ship safelySalesforce developersApex, LWC and real org contextSalesforce architectsDesign from the real orgSafe ChangeValidate, approve, deploy, roll backEnterprise Salesforce teamsGovern every org and every change at scalePricingEvery feature on every plan

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  • Anthropic
  • OpenAI