Use case: client discovery
Interviews tell you what the client thinks the org does. The org tells you what it actually does. Use both, side by side.
In one paragraph
Running Salesforce client discovery with SyncOnAI 360 means connecting the client's org, reading its health, audit and architecture profile, asking it questions in plain English, recording discovery calls as transcripts beside the org, and turning what you find into evidenced findings that feed the proposal.
01The problem
Discovery is weeks of workshops and screen shares. The client describes the org as they remember it, and the surprises appear in the build phase.
Stakeholders describe intended behaviour, not actual configuration.
Discovery time is hard to bill and easy to overrun.
Hidden automation and debt appear mid-build.
Interview notes and org findings never meet.
02connect
Have the client connect the org, or a recent sandbox, with Salesforce OAuth. It syncs in the background with progress shown; metadata and source are read, CRM records are not. Health, the audit and the dependency graph follow from the same sync.
03read
The health score and the audit's weakest sections, the Architecture lens for how the org is built, and the automation on the objects the project will touch. Ask the chat to explain the processes stakeholders describe, and compare.
04interviews
Record discovery calls in a browser tab and the transcripts are saved as pages in the same workspace as the org. Ask the chat to pull out the requirements, and check them against what the org actually contains.
05risk
Lineage shows what depends on the components the project will change, and the audit lists overlapping automation, legacy rules and security exposure with evidence. Risks found now are priced into the proposal, not discovered mid-build.
06output
Evidenced findings with effort and cost, transcripts and requirements as pages, and a read-only audit report the client can open. Selected findings become a priced statement of work in one step.
07questions
What runs on the objects the project will change, which automation overlaps, how security is set up, which packages are installed and how much of the code is tested. Each of these is answered from the synced org rather than from memory.
Ask the stakeholders why things were built; ask the org what was built. The gaps between the two are where the project risks are.
08How it works
Org and interviews, side by side.
The client connects their org or a sandbox.
Health, audit and architecture first.
Record calls as transcripts.
Check stated behaviour against the org.
Share findings and price the work.
09Checklist
10Before and after
Without
With SyncOnAI 360
Stakeholders' memories
The org's actual configuration
Weeks of workshops
An audit within the first session
Surprises mid-build
Risks priced up front
Notes apart from evidence
Transcripts beside the org
12Questions
No. A recent sandbox works for most discovery.
No. Metadata is read; CRM records are not stored.
Yes, from a browser tab, saved as pages. It needs an OpenAI key for now.
Yes, as a read-only audit report link.
Yes. Selected findings become a priced statement of work in one step.
Several minutes for a large org, in the background.
Yes. Engagements carry the statement of work into the deal room.
Yes. Every plan includes every feature.
Yes. Ask the chat to explain a process and compare it with the interview transcript.
Only to authorise the connection and, later, to approve changes.
That is your pricing. The audit gives you evidence and estimates to price discovery findings consistently.
13Keep exploring
Connect your Salesforce org. Run your first health scan. Ask your first question. See what you've been missing.