SyncOnAI360

Use case: many orgs

How to manage many Salesforce orgs without losing track of any.

Health side by side, changes per org, comparisons between them, each org's conventions kept, and one governed path to every production org.

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

Managing many Salesforce orgs with SyncOnAI 360 means connecting each production org with its sandboxes, watching health across the portfolio in the Command Center, tracking changes per org, comparing orgs, setting conventions per org, and shipping every change through the same governed proposal path.

Refresh of every connected org
6hRefresh of every connected org
Portfolio view of every org
1Portfolio view of every org
Conventions and freeze windows
Per orgConventions and freeze windows
Governed path for every change
1Governed path for every change

01The problem

Why multi-org Salesforce estates drift apart

Each org gets its own team, its own habits and its own gaps. Nobody can see them all at once, and each one is managed from memory.

  1. 01

    No portfolio view

    Each org is checked only when someone logs in.

  2. 02

    Drift

    Shared configuration diverges between orgs.

  3. 03

    Different rules

    Each org follows different conventions, if any.

  4. 04

    Uneven governance

    Some orgs get careful releases; some get Setup.

02portfolio

How do you see every Salesforce org at once?

The Command Center shows the org portfolio with health scores side by side, an action queue and an activity feed of syncs, deploys and audits across every org, refreshed about every thirty seconds.

  • Health side by side
  • Action queue
  • Activity across orgs

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

03compare

How do you compare Salesforce orgs?

Compare metadata between two orgs, or between snapshots of the same org, to see which components differ. Use it to check a sandbox against production or two business units' orgs against each other.

  • Org to org
  • Snapshot to snapshot
  • Exactly which components differ

Acme Production

Org health · synced 4 minutes ago

82

Health · B

Health

82

Confidence

74

Coverage

91

Apex coverage 78%, from the org's last test run

  • 3 Flows on Case run on the same trigger
  • 11 Apex classes below 75% coverage
  • Managed package source hidden by Salesforce: 2 packages

04rules

How do you keep each org's conventions?

Org rules set naming conventions, forbidden patterns and the preferred automation type per org, and the AI builds inside them. Each production org's deploy policy and freeze windows apply when a proposal is promoted to it.

  • Rules per org
  • AI builds inside them
  • Per-org policy on promotion

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05changes

How do you track change in every org?

Each org's Changes lens shows what changed and when, and whether it came through SyncOnAI 360. The audit reads each org's Setup Audit Trail and flags side-door production changes.

  • Changes per org
  • Route of each change
  • Side-door changes flagged

Acme Production

Org health · synced 4 minutes ago

82

Health · B

Health

82

Confidence

74

Coverage

91

Apex coverage 78%, from the org's last test run

  • 3 Flows on Case run on the same trigger
  • 11 Apex classes below 75% coverage
  • Managed package source hidden by Salesforce: 2 packages

06govern

How do you govern change across all of them?

Every change in every org is a proposal with named checks and validation; production needs approval and leaves a receipt with rollback. Read-only health reports can go to each org's owners as links.

  • One path for every org
  • Receipts everywhere
  • Reports per owner

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

07promote

How do changes move between orgs?

Build and test a change in a sandbox, then promote the proposal to production, where the production org's policy, freeze windows and approval rule apply. The proposal is validated against each target org before it deploys there.

Each deploy leaves its own receipt, so the history shows where a change went and when.

  • Sandbox to production by promotion
  • Target org's policy applies
  • Receipts per org

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

08How it works

How to bring many orgs under control

Connect, watch, compare, govern.

  1. 01

    Connect

    Add each production org with its sandboxes.

  2. 02

    Watch

    Read portfolio health in the Command Center.

  3. 03

    Compare

    Find drift between orgs.

  4. 04

    Set rules

    Conventions and policy per org.

  5. 05

    Govern

    One proposal path everywhere.

09Checklist

Multi-org setup checklist

  • Connect each production org with its sandboxes.
  • Set org rules for each org's conventions.
  • Set each production org's freeze windows and approvers.
  • Scope any AI client tokens to the orgs they need.
  • Review portfolio health in the Command Center weekly.
  • Compare orgs that should match, and investigate drift.
  • Ship every change through the same proposal path.

10Before and after

Many orgs, by memory versus in one view

Without

With SyncOnAI 360

Logging into each org to check

Portfolio health in one view

Drift found by accident

Org comparisons

Conventions per person

Rules per org

Uneven release discipline

One governed path

12Questions

Frequently asked questions

Plans are priced by production org, each with its sandboxes. See pricing for limits.

No. Sandboxes linked to a counted production org are included.

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

Yes. Org rules and deploy policy apply per org.

Yes, in the Command Center.

Every six hours, on demand and after deploys.

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

Yes. Every plan includes every feature.

MCP tokens are scoped to the orgs you choose, so Claude or Cursor sees only those.

Each refreshes every six hours and on demand, and after deploys made through SyncOnAI 360.

Yes. Reports and the Command Center span every connected org, and each widget states how much data it covers.

A proposal is validated against each org it is deployed to, when it is deployed there.

An admin can approve production changes in any org in the workspace, as long as they did not author the change.

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