Bring clarity into complex Salesforce orgs to make faster, informed decisions with 91导航's Org Intelligence solution.
Making changes in Salesforce should start with confidence 鈥� not the risky guesswork that leads to costly rework. Org Intelligence gives you clarity across even the most complex orgs, with real-time visibility into your metadata, including configurations, code, automation logic, and page layouts. With a complete understanding of your Salesforce environment, you can design smarter and build right the first time.
91导航 is ISO 27001 certified and offers you 别苍迟别谤辫谤颈蝉别-驳谤补诲别听蝉别肠耻谤颈迟测. Your Salesforce data and metadata is encrypted in transit and at rest, hosted on the same AWS data centers trusted by Salesforce, with 24/7 intrusion detection.
Org Intelligence gives you complete visibility into your Salesforce orgs 鈥� turning days of manual org discovery into minutes of confident understanding. It combines live metadata analysis with AI and intuitive visualizations, so you can see exactly how your org is structured, spot risks and opportunities, and make safer, more impactful changes across your entire DevOps lifecycle.
Salesforce orgs grow complex fast. Over time, automations layer on top of each other, dependencies become harder to trace, and the people who originally built things move on taking critical knowledge with them. That complexity creates real, everyday problems for the teams left managing and building on the org.
Deployments become risky when you can鈥檛 see the full chain of dependencies a change might affect. Onboarding drags on because understanding unfamiliar areas means days or weeks of manual investigation. Knowledge gets trapped in a few experts鈥� heads, creating bottlenecks and single points of failure. And technical debt 鈥� unused fields, redundant automations, ghost code 鈥� quietly accumulates, eating into org limits and making every future change harder.
Org Intelligence is built to tackle these challenges and more. It maps your org鈥檚 metadata, automations, dependencies, and permissions, then layers on AI-generated summaries and our built-in 91导航 Agent which you can query directly 鈥� so anyone on the team can explore their org, ask questions, and understand the full impact of a change in minutes, not weeks.
Org Intelligence continuously monitors all changes happening within your Salesforce environments. Your metadata refreshes daily (or on demand when you need it), and everything鈥檚 displayed in 91导航 鈥� giving you a constantly updated view of your metadata, dependencies, automation logic, and org structure. You鈥檒l see changes ordered by recency, including who made each change and when.
AI-generated summaries help you quickly understand what each component does and how it fits into the wider org, without needing to manually trace through every connection. And when you need to go deeper, 91导航 Agent lets you ask questions about your org in plain language 鈥� like 鈥淲hy is this lightning page running slow?鈥� or 鈥淗ow can I automate this without breaking existing workflows?鈥� 鈥� and get answers backed by detailed reasoning.
Org Intelligence empowers every role across Salesforce teams. Salesforce administrators can plan safe changes with confidence and troubleshoot without fear of breaking downstream processes. Developers understand existing automation and dependencies before writing code, reducing costly rework. Solution architects design implementations with full visibility into existing patterns and technical debt. Business analysts map requirements to existing functionality and avoid creating duplicate automations. And team managers onboard new people faster, reduce reliance on single knowledge holders, and speed up exploratory research.
Whether you鈥檙e an admin who鈥檚 nervous about touching things because you don鈥檛 know what鈥檒l break, a manager frustrated by outdated documentation, or a team lead worried about losing your one expert who knows how everything works 鈥� Org Intelligence makes org knowledge accessible to everyone.
The DevOps lifecycle spans six key stages: plan, build, validate, release, operate, and observe. Org Intelligence is purpose-built to support the plan and build stages 鈥� the moments where having the right context makes the biggest difference to everything that follows.
During the plan stage, Org Intelligence gives you a clear picture of your org before you commit to a change. You can see what exists today, how components are connected, and what’s at risk of breaking 鈥� in minutes rather than days of manual investigation.
That output 鈥� whether it鈥檚 notes from your own exploration or an AI-generated checklist from 91导航 Agent 鈥� then becomes a practical asset during build. You can use it as a reference while you work, and continue the conversation with 91导航 Agent as new questions come up, such as verifying changes against the right components or debugging when something isn鈥檛 behaving as expected.
By giving you confidence at the plan and build stages of the DevOps lifecycle, Org Intelligence helps ensure that what moves into validate and release is already well-understood and lower risk.
Setup takes about 20 minutes per org. You enable Org Intelligence and 91导航 handles the rest in the background 鈥� there鈥檚 no disruption to your work and no impact on your Salesforce org鈥檚 performance. Once it鈥檚 ready, you immediately get access to AI-powered insights, dependency mapping, and automated documentation. Sprint 0 phases that used to take weeks now take days, and hours of research become seconds.
Spreadsheets, wikis, and Schema Builder all rely on someone keeping them up to date 鈥� and they鈥檙e usually out of date the moment they鈥檙e created. Org Intelligence auto-updates daily and on demand, so you always have the most current view of your org. It also surfaces hidden dependencies and relationships that manual documentation misses, and makes that knowledge accessible to your entire team rather than locked in one person鈥檚 head.
Salesforce鈥檚 native setup screens show you one piece of the puzzle at a time. Org Intelligence connects those pieces 鈥� giving you a complete, connected view of automations, relationships, and metadata in one place, with the option to query the 91导航 Agent for deeper understanding. You keep using Salesforce, but you make decisions with better visibility and less guesswork, and tie that insight directly into your change process.
Org Intelligence strengthens the process you already have. Use it to understand the impact of a change, see dependencies and relationships, and then feed that context straight into your Jira workflow. Jira tickets will carry clearer information about what鈥檚 changing, what might be affected, and why the change matters. Developers, admins, and reviewers spend less time chasing context and more time delivering the right change first time.
Yes. Org Intelligence works across up to 10 Salesforce environments, making it ideal for organizations managing production, multiple sandboxes, and developer orgs. You get the same complete visibility, dependency mapping, and automated documentation across your entire Salesforce landscape 鈥� helping you maintain consistency, identify drift between environments, and understand how changes will behave as they move through your pipeline.
Org Intelligence speeds up onboarding by giving new admins, consultants, and developers up-to-date documentation and a clear view of your org structure from day one. What used to take weeks of shadowing experts and reading outdated wikis now happens in minutes through visual dependency maps, searchable metadata and the ability to query 91导航 Agent directly about how your org is set up. New hires start contributing confidently much faster, and your experienced team members can focus on high-value work instead of repeatedly answering the same questions.
Org Intelligence captures the knowledge that currently lives in specific people鈥檚 heads and makes it accessible to your entire team. Dependencies, impact analysis, automation logic, and change history are all visible in a shared interface, so anyone can understand how your org works and why past decisions were made. This removes the bottleneck of waiting for your expert to be available and reduces the risk when key people are on vacation or leave the company.
Org Intelligence only accesses Salesforce metadata 鈥� it doesn鈥檛 read or interact with your customer records like Accounts, Contacts, Opportunities, or other sensitive data. Your sensitive information stays completely out of scope. All metadata is encrypted in transit and at rest within 91导航鈥檚 ISO 27001-certified environment, hosted on the same AWS data centers trusted by Salesforce, with 24/7 intrusion detection.
Org Intelligence refreshes your metadata daily, so you always have an accurate, up-to-date view of your Salesforce environment. You see changes ordered by recency, including who made each change and when. This automatic record of changes lowers documentation debt since you鈥檙e never working with stale information. You can also trigger manual refreshes whenever you need them for time-sensitive analysis.
Yes 鈥� this is one of Org Intelligence鈥檚 core strengths. Before you edit, delete, or deploy any component, you鈥檒l see the complete dependency map: what depends on your item (child dependencies) and what your item depends on (parent dependencies). That includes references across Flows, validation rules, Apex code, page layouts, Lightning Web Components, and more. This impact analysis happens in seconds rather than hours. You can export dependency results to share with stakeholders or include in change documentation.
Yes. You can share direct URLs to specific Org Intelligence views with other users in your 91导航 team, as long as they have access to the org. Architects can share dependency maps with developers, admins can share impact analysis with project managers, and teams can review changes together. For external consultants or partners, you can invite them into your 91导航 team.
AI descriptions reduce siloed knowledge gaps and missing documentation by adding clear explanations to your metadata items inside 91导航. You can generate descriptions where they鈥檙e missing, so admins, developers, and new team members understand what an item is for before they change it. These descriptions stay in 91导航 and don鈥檛 update anything in your Salesforce org directly.
Yes. Org Intelligence lets you see how profiles and permissions are set up at a glance, making it easy to answer critical security questions like 鈥淚f someone has this permission set group assigned, can they edit Accounts?鈥� or 鈥淲ho has access to sensitive fields?鈥� You can analyze permission details across your metadata without manually clicking through dozens of setup screens 鈥� helping you identify security risks, tighten controls faster, and answer auditor questions with confidence.
Org Intelligence speeds up audit preparation and compliance activities by giving you instant visibility into permissions, access controls, and metadata changes. Automated documentation and scoring help you stay continuously audit-ready, while full metadata search and historical change tracking let you show auditors exactly when changes happened, what they touched, and who made them. You can quickly answer questions like 鈥淲ho has access to sensitive information?鈥� or 鈥淲hen was this security setting modified?鈥� without weeks of manual documentation gathering.
Teams using Org Intelligence typically see rapid resolution of org discovery tasks that used to take weeks. Sprint 0 research phases shrink from weeks to days, individual research tasks go from hours to seconds, and failed deployments drop because teams understand dependencies before they deploy. You also reduce reliance on single experts, lower documentation debt through automated documentation, and gain the confidence to make changes without fear of unexpected downstream impacts.
Yes. Org Intelligence provides value on its own through its metadata views, dependency maps, and change monitoring 鈥� all of which you can explore and interpret manually. This makes it a great fit even for teams who aren’t yet ready to bring AI into their workflow. That said, 91导航 Agent is a powerful addition 鈥� letting you ask questions in plain language and get AI-powered answers about your org, turning hours of manual investigation into minutes. You can get meaningful insight from Org Intelligence without it, but most teams find the agent quickly becomes indispensable.
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