Use case: client onboarding
Connect the org, read its state, set its rules and start shipping safely, with the client able to see the baseline from day one.
In one paragraph
Onboarding a client org with SyncOnAI 360 means connecting it with OAuth, letting the sync, health score and audit establish a baseline, sharing that baseline read-only, setting the org's conventions, deploy policy and freeze windows, inviting the client's admin as approver, and starting work through governed proposals.
01The problem
A new client means weeks of access requests, walkthroughs and spreadsheets before anyone can safely change anything.
Hours of screen shares to learn the org.
Nobody records the org's state on day one.
The client's conventions and change windows are tribal knowledge.
The first changes are the riskiest.
02connect
The client authorises the org, or a sandbox first, with Salesforce OAuth. The first sync runs in the background with progress by stage; later syncs are incremental and run every six hours.
03baseline
The health score with its confidence and coverage, and the audit with evidenced findings and costs, form the baseline. Review history keeps it, so every later review compares against day one. Share it with the client as a read-only link.
04rules
Set org rules for naming conventions, forbidden patterns and the preferred automation type, so the AI builds inside them. Set the deploy policy's freeze windows and required approvers to match the client's change calendar.
05people
Invite your consultants as members and the client's admin as an admin, so production changes can be approved by someone other than their author. Roles are chosen at invitation.
06start
Turn the first findings into work items, draft fixes with the AI or builders, and ship them as proposals with checks, validation and approval. Every deploy leaves a receipt with rollback.
07first
Week one: connect, baseline and set the rules. Week two: fix the severe, quick findings and share a re-audit. Weeks three and four: plan the larger items as work items or a statement of work, and start the regular reporting rhythm.
By the end of the month the client has seen evidence of progress against their own baseline.
08How it works
Days, not weeks.
OAuth to a sandbox, then production.
Health and audit, shared read-only.
Conventions, freeze windows, approvers.
Consultants and the client's admin.
First fixes through proposals.
09Checklist
10Before and after
Without
With SyncOnAI 360
Weeks of walkthroughs
The org synced and explained
No record of the starting point
A shared baseline
Conventions as tribal knowledge
Org rules
Risky first changes
Governed from day one
12Questions
Authorise the org with Salesforce OAuth, and join the workspace if they will approve changes.
Yes.
No CRM records are stored; only metadata.
Yes, as a read-only report link.
Yes, with freeze windows in the deploy policy.
Yes, as an admin in the workspace.
Disconnect the org and withdraw any shared links.
Yes. Every plan includes every feature.
Yes. Runbooks and meeting notes are pages beside the org.
The first sync takes minutes; most teams have a baseline, rules and approvers in place within the first week.
Not to read reports, which open without an account. Approvers see each proposal's checks in plain language.
Yes. Each client org is connected, baselined and governed on its own.
Connect production; exploring and auditing never change it, and changes always go through proposals.
The read-only baseline report, so both sides agree from the start where the org stands today.
13Keep exploring
Connect your Salesforce org. Run your first health scan. Ask your first question. See what you've been missing.