SyncOnAI360

Why SyncOnAI 360

AI on Salesforce is easy now. Trusting it is the hard part.

Most tools can turn a sentence into metadata. SyncOnAI 360 is built for what comes before and after: understanding the org, proving what a change will do, and keeping a record anyone can check.

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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

In one paragraph

SyncOnAI 360 is a Salesforce engineering workspace that reads each connected org before it writes, backs every answer with evidence, and ships every change through one governed path of named checks, validation, approval, receipts and rollback. It connects audit findings to priced work, delivered changes and verified results.

Audit checks, each finding with evidence and a cost
55Audit checks, each finding with evidence and a cost
Named checks before any change is approved
6Named checks before any change is approved
CRM records stored
0CRM records stored
Feature on every plan
EveryFeature on every plan

01The problem

Why generating Salesforce changes is no longer the hard part

Turning a request into a Flow or a field is now offered by many tools, including Salesforce itself. The risk has moved: to changes nobody fully understands, made in orgs nobody fully understands, with no record of why.

  1. 01

    Fast but blind

    Generated changes land without knowing what else in the org they touch.

  2. 02

    Confident but unproven

    Answers about an org arrive with no evidence and no statement of how much was checked.

  3. 03

    Changes without a record

    Nobody can later say what was asked for, who approved it or how to undo it.

  4. 04

    Work disconnected from value

    Assessments, proposals, delivery and proof live in different tools and never link up.

02reads

What does it mean that SyncOnAI 360 reads the org first?

Each connected org is synced into a searchable repository: more than twenty metadata types, with the full source of Apex, Flows and Lightning Web Components, refreshed every six hours and after every deploy. The AI, the agents, the builders, the audit and the dependency graph all work from that same copy.

So before anything is drafted, the AI checks what already exists, follows the org's conventions, and knows what a change will touch. Answers show the tools that produced them.

  • One synced copy behind everything
  • Existing solutions checked first
  • Org conventions followed

SyncOnAI 360

AI architect for Salesforce

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

03evidence

Why does evidence matter more than speed?

Every dependency in the graph traces to source or to Salesforce's own dependency data, and nothing is inferred. Answers state how much of the org they were based on. A field is only called unused when the evidence is complete; otherwise the answer is unknown, with the reason.

That is the difference between an answer you can act on and one you have to double-check by hand, which removes most of the time AI was meant to save.

  • No guessed dependencies
  • Coverage stated with answers
  • Unknown when unknown

Lineage: Case.Priority

Acme Production · what uses it, what it uses

04governed

How is every change governed?

Whether the AI drafts it or a person builds it, every change is a proposal. It runs named checks for data loss, access changes, field presence, dependencies, deploy order and test coverage, and is validated against the target org. Production needs approval from someone other than the author, a deploy policy can add freeze windows, and no rule can let a failed check through.

Every deploy leaves a receipt with the request behind it, the checks, the approver and the version it can roll back to.

  • One path for AI and people
  • Validated before approval
  • Receipts and rollback

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

05chain

How does SyncOnAI 360 connect assessment to delivery?

An audit of 55 checks prices each finding. Selected findings become a priced statement of work in one step, then work items on a project board, then governed changes. When the audit runs again, fixed findings are marked verified fixed, and the result can be shared with the client as a read-only link.

For consultancies that chain is the business: evidence that wins the work, a plan that matches it and proof that it was done.

  • Findings priced
  • Findings to SOW to work
  • Verified by re-audit

Org Audit

Acme Production · last run 6 minutes ago

Grade C

Priced at $150 an hour, shown on screen

  • Admin user inactive for 90+ days

    critical Minutes

    $75

  • Flow has no fault path

    high Hours

    $600

  • SOQL query inside a loop

    high Hours

    $600

  • Production change made outside the pipeline

    high Hours

    $600

  • Three record-triggered Flows on Case

    medium Days

    $2,400

5 selectedCreate statement of work

06open

Does SyncOnAI 360 work with the AI tools we already use?

Yes. Claude Desktop, Cursor and other MCP clients can read your connected orgs through a read-only, scoped and logged connection. Inside the workspace, choose Anthropic or OpenAI models for the chat and the agents. On the Free plan, AI runs on your own key; paid plans include it.

Neither provider trains on API traffic, and SyncOnAI 360 never stores your CRM records.

  • Read-only access for Claude and Cursor
  • Anthropic or OpenAI
  • Records never stored

Claude Desktop

Connected to SyncOnAI 360 · read only

Read only

In the production org, what uses Account.Rating?

  • List orgs3 orgs this token can read
  • Where usedAccount.Rating: 4 components
  • Audit findingsLatest assessment: 37 open findings

Four components use Account.Rating: two Flows, one report and a validation rule. This covers every component this token can see.

3 calls recorded in your workspace activity log

07pricing

How is SyncOnAI 360 priced?

Per workspace, by production org, with each production org's sandboxes included. Every plan includes every feature, from the audit to rollback, so safety is never an upgrade. The Free plan covers one user and one production org on your own AI key.

  • Priced by production org
  • Sandboxes included
  • Every feature on every plan

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

08not

What is SyncOnAI 360 not?

It is not a backup or data-restore product: rollback restores recorded metadata, not data. It is not a second copy of your CRM: records stay in Salesforce. It does not hold a SOC 2 or ISO 27001 certificate yet, and single sign-on is not yet available; the security overview answers a standard questionnaire control by control.

Saying so up front saves your security and procurement teams a round of questions.

  • Not a backup tool
  • Not a copy of your CRM
  • No certification yet, stated plainly

Workspace security

Settings · Security

  • Configuration onlyMetadata and code. CRM records stay in Salesforce.
  • Isolated per customerEnforced by the database and tested every release.
  • Keys in Google Cloud KMSCredentials encrypted under a per-customer key.
  • Second admin for productionThe author can never approve their own change.
  • Hosted in the United StatesEvery subprocessor listed with its region.

09team

Who is SyncOnAI 360 built for?

Consultancies and managed services providers running many client orgs, in-house platform teams looking after a few critical ones, and the admins, developers, architects and release managers who work in them. Everyone works from the same synced org, the same AI and the same governed path, with two roles: admins approve production, members build and propose.

That shared picture is what stops changes colliding: the admin's Flow and the developer's trigger are visible to each other before either ships.

  • Consultancies and in-house teams
  • Every role on one picture
  • Two simple roles

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

10How it works

How teams evaluate SyncOnAI 360

On your own org, not a demo.

  1. 01

    Connect a sandbox

    Authorise it with Salesforce OAuth on the Free plan.

  2. 02

    Read the audit

    See what it finds, with evidence and costs.

  3. 03

    Ask the org

    Question it in plain language and check the answers.

  4. 04

    Ship a change

    See the checks, approval and receipt for yourself.

11Before and after

AI on Salesforce, generated versus governed

Without

With SyncOnAI 360

A sentence becomes metadata

The org is read before anything is written

Answers without evidence

Evidence and coverage with every answer

Changes approved as file lists

Changes approved with named checks and blast radius

No record of why

A receipt with the request, checks and approver

Assessment, delivery and proof apart

One chain from finding to verified fix

12Questions

Frequently asked questions

It reads the org before writing, backs answers with evidence, and ships every change through named checks, validation, approval, receipts and rollback.

Both, in one workspace: understanding the org, building with AI and visual builders, shipping safely and running delivery.

Yes. They can read your orgs read-only through the MCP connection.

No CRM records are stored; only org metadata.

Not yet. The security overview answers a standard questionnaire control by control.

Yes. The Free plan covers one user and one production org with its sandboxes.

No. In-house teams, managed services providers and enterprises use the same platform.

On the comparison pages, which are dated and sourced from each vendor's own public pages.

Usually the first session: connect a sandbox, and the audit and dependency graph are ready once the sync finishes.

No. Salesforce stays the authority; SyncOnAI 360 reads the org, helps you change it and deploys through the Metadata API.

13Keep exploring

Related

PlatformUnderstand, build, ship and deliver in one workspaceHow we compareSide by side with the alternativesEnterprise Salesforce teamsGovern every org and every change at scaleSalesforce consultanciesClient orgs to proof of workTrust CenterWhat we hold and how it is protectedPricingEvery feature on every plan

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  • Anthropic
  • OpenAI