SyncOnAI360

Use case: implementation

How to run a Salesforce implementation from requirements to go-live.

Requirements beside the org, builds that follow its conventions, sprints and releases tied to what shipped, and a governed path to go-live.

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

In one paragraph

Running a Salesforce implementation with SyncOnAI 360 means keeping requirements and decisions as pages beside the org, planning sprints and releases on a project board, building with the AI, agents and visual builders inside the org's conventions, and shipping through validated, approved proposals with receipts and rollback up to go-live.

Visual builders: Flow, page, component, Apex
4Visual builders: Flow, page, component, Apex
Specialist agents
5Specialist agents
Change validated before approval
EveryChange validated before approval
Workspace from requirements to go-live
1Workspace from requirements to go-live

01The problem

Why Salesforce implementations overrun

Requirements drift from what is built, builds drift from the design, and the go-live weekend is when everyone finds out.

  1. 01

    Requirements lost

    Decisions from workshops never reach the build.

  2. 02

    Inconsistent builds

    Each builder follows their own patterns.

  3. 03

    Deploy-day surprises

    Coverage, dependencies and data issues appear at go-live.

  4. 04

    No undo

    A bad go-live change has no prepared way back.

02requirements

How do you keep requirements connected to the build?

Record workshops as transcripts, keep requirements and decisions as pages in the project wiki, and ask the chat to draft from them. Pages are cited when the AI answers, so the build stays tied to what was agreed.

  • Workshops transcribed
  • Requirements in the wiki
  • Cited by the AI

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

03plan

How do you plan the implementation?

A project has a board, backlog, sprints, roadmap and releases, with reports on one engine. Work items link to the deploys that delivered them, so progress reflects what actually reached the org.

  • Sprints and releases
  • Work linked to deploys
  • Honest reports

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

04build

How does the team build consistently?

Org rules set the conventions, and the AI and specialist agents build inside them. Visual builders for Flows, Lightning pages, components and Apex explain before they edit, and the Canvas lens shows the data model as it grows.

  • Conventions enforced
  • Builders that explain
  • Data model on a canvas

Flow: Case_Intake_Route

Record-triggered · after save

StartCase created
Get RecordsGet Queue by region
DecisionRegion?
Update RecordsAssign to queue

05test

How do you avoid go-live surprises?

Every proposal runs named checks, including dependencies, deploy order and test coverage, and is validated against the target org. Deploy to sandboxes as you go and compare them with production before go-live.

  • Coverage and order checked
  • Validated against the target
  • Environments compared

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

06golive

How do you run go-live safely?

Approve production proposals with a second admin, inside the policy's windows. Every deploy leaves a receipt with rollback to the recorded previous version, and results can post to Slack as they land.

  • Two-person approval
  • Receipts and rollback
  • Results in Slack

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

07handover

How do you hand over after go-live?

Requirements, decisions and runbooks stay as pages beside the org, every change has a receipt, and the org stays synced, scored and explained. The support team inherits a documented, measured org rather than a folder.

  • Pages beside the org
  • Receipts for every change
  • A measured org

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

How to run an implementation

Requirements to go-live in one workspace.

  1. 01

    Capture

    Requirements and decisions as pages.

  2. 02

    Plan

    Sprints, releases and the roadmap.

  3. 03

    Build

    AI, agents and builders inside conventions.

  4. 04

    Prove

    Checks, validation and sandbox deploys.

  5. 05

    Go live

    Approved deploys with receipts.

09Checklist

Implementation checklist

  • Baseline the org with the audit before the build starts.
  • Keep requirements and decisions as pages in the project wiki.
  • Set naming conventions and the preferred automation type as org rules.
  • Plan sprints and releases on the project board.
  • Deploy to sandboxes continuously and compare with production.
  • Read coverage and dependency checks on every proposal.
  • Approve go-live changes with a second admin and keep the receipts.

10Before and after

An implementation, drifting versus connected

Without

With SyncOnAI 360

Requirements lost after workshops

Requirements cited during the build

Each builder's own patterns

Conventions enforced

Surprises at go-live

Checks and validation throughout

No way back

Rollback from every receipt

12Questions

Frequently asked questions

Yes, as pages in the project wiki, including transcribed workshops.

It covers boards, sprints, releases and reports; teams that keep Jira can raise findings there.

It drafts against the org and can cite your pages; every draft is a proposal you review.

Yes, on the Canvas lens.

Every proposal with Apex runs a coverage check before deploy day.

Yes, from each deploy's receipt; data changes cannot be reversed.

Yes, every deploy result can post to a channel.

Yes. Every plan includes every feature.

Yes. Run the audit and keep the review; later reviews compare against it.

Yes. Each builds and proposes; production changes are approved by an admin other than the author.

Share health and audit reports as read-only links, and report delivery from the project's reports.

Yes. The AI and five specialist agents draft against the org, and every draft is a proposal you review.

Yes. Metadata can be compared between any two connected orgs.

As work items on the project board, with requirements and decisions in the project wiki beside them.

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