Org Intelligence Agent
The fastest way to understand, document, and audit any Salesforce Org
Whether you're inheriting a new org, fixing an existing one, or building a roadmap for scale, this agent gives you unmatched visibility, clarity, and control.
Take control of your Salesforce org
From objects, fields, and flows to access control, dependencies, and technical debt, get a full-stack understanding with zero manual effort.
- Inherit orgs with confidence
- Audit& Monitor continuously and spot hidden risks before they break your business
- Cut discovery and documentation time by 80%
- Create a centralized knowledge hub of Salesforce for every stakeholder
From Tribal Knowledge to Total Org Visibility
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Reduce Discovery Time
Cut discovery and documentation time by 80% for Salesforce partners, admins, and architects.
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Audit What’s Broken
Run deep technical scans to catch automation failures, poor Apex code, overlapping flows, and data issues.
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See the Ripple Effect
Understand where every field, flow, or object is used across reports, validation rules, automations, and custom code.
Your CRM is only as good as your data, process, and configuration
Simplify Salesforce management with AI
Documentation
One stop shop for all your Metadata search
No more digging through Setup. The Documentation Agent gives you a structured breakdown of:
- Standard and Custom Objects with their layout and automation analysis
- Field-level metadata with usage mapping and dependencies
- Flows, Validation Rules, Apex Triggers, and Classes with AI summaries
- Connected Apps and Installed Packages with their influence on the org
- User Access, Profiles, and Permission Sets
Intent Detection
Understand the why behind every Build
AI-generated summaries of every Flow, Apex Trigger, and Class to onboard new admins, developers, and make data-driven decisions on:
- What business process does it support
- Why was it created in the first place, and what does it solve for?
- Where does it fit in the larger architecture of your Org
- How could it be improved
- Dependency tracking across the entire Org
Audit
Don’t just Audit. Understand the business impact
Run multi-layered audits across five critical categories:
- Access Mismanagement
- Overlapping and Failing Automations
- Legacy Workflows and Process Builders
- Poor Code Hygiene (Apex with no coverage or test logic)
- Data Integrity Gaps
Monitoring
24/7 Monitoring for your Salesforce org
Set up ongoing scans with automatic alerts and weekly org health reports when:
- Something breaks in production
- Automation fails silently disrupting the business
- Code deployments affect critical fields
- Profiles are misconfigured
- New risks surface from installed packages or app updates
"We inherited a client’s 10+ year-old Salesforce org with multiple clouds installed. Within minutes, we gained complete context and intelligence about the instance, enabling us to deliver solutions faster and manage it seamlessly throughout their delivery lifecycle”
Founder
Salesforce SI Partner
Who is this Agent for?
Built for every single Salesforce stakeholder
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Partners
Cut weeks of discovery time in brownfield projects. Go from zero to roadmap in hours.
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Admins
Understand every dependency before making changes. Remove field bloat and clean up automations safely.
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Architects
Build solutions faster with full org context. Present architecture decisions with confidence.
Drive 100% ROI from your Salesforce investment
Bring AI to the core of your Salesforce operations.
