Salesforce metadata assistant

Your Salesforce metadata AI agent.

Capture daily metadata changes, track your org health over time, and ask why risk is changing. Org360 gives Salesforce teams a living memory of their metadata.

Daily change captureOrg health over timeAlerts when risk worsens

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Org Health

Health over time

Healthy, watching risk

-4 this week

checks

high risk

changes

# salesforce-metadataSlack preview

Org360 is watching CloudKite Revenue Ops metadata.

Org360AppMonday 8:00 AM

Weekly Org Health Briefing43/43 prechecks completed

I found 18 metadata changes this week. Your health score is still healthy, but Opportunity automation added new risk that is worth reviewing.

Org Health Score

down 4 pts this week

Metadata changes

since Monday

High-risk findings

need review

Opportunity Renewal FlowFlow updated

New approval branch touches Amount and StageName.

Discount GuardrailValidation rule changed

Formula now checks Opportunity.Amount above $50k.

Revenue Ops Permission SetPermission set updated

2 field permissions added for pipeline reporting.

Open Action CenterView Timeline1 reply

Thread

John Doe@Org360

Interact with Agent Org360 where you work

✦

Web app

Full dashboard, timeline, and chat interface.

Try now

Slack

Weekly briefings and threaded answers in Slack.

Try now

Chrome extension

Ask directly inside Salesforce Setup.

Private beta

Microsoft Teams

Ask from any Teams conversation.

Coming soon

CLI

Query metadata from the terminal.

Coming soon

Not just another dependency viewer

The Memory Collector tracks how your org evolves, while Agent Org360 helps you reason over that history.

Metadata memory

Capture Salesforce metadata changes over time with the Org360 Memory Collector.

Action Center

Run 40+ prechecks that surface metadata risks, prioritize fixes, and help optimize your org health.

Impact context

Connect every change to affected fields, flows, validation rules, permissions, and related metadata.

Agent answers

Ask what changed, why it matters, and how to safely respond.

Stored in Salesforce

Keep metadata history in your org with a managed package designed for trust.

AI on your terms

Use Org360 AI, bring your own model key, or connect a local/private model later.

How it works

Install the collector

Install the Org360 Memory Collector managed package in your Salesforce org.

Capture changes

A daily job captures setup activity and enriches it into metadata deltas.

Build memory

Org360 stores a structured history of what changed and when.

Ask your org

Use the Org360 assistant to understand impact, risk, and recommended next steps.

Ask your org what to do next

✦What changed in production yesterday?

✦Who added this picklist value and what does it impact?

✦Why did this flow become risky?

✦Which setup changes happened outside our release process?

✦What should we test before modifying this field?

✦Generate a Jira ticket for this metadata change.

How is this different from Claude Code + MCP?

Claude Code with a Salesforce MCP server is a great way to inspect your org on demand. Org360 solves a different problem: your org changes every day, and a one-shot scan has no memory of what it looked like yesterday. And because Org360 is cache-first, it answers from a stored metadata snapshot instead of hammering your org's API limits on every question.

	Claude Code + Salesforce MCP	Org360
Salesforce API usage	Fires many live API calls on every question — burns your org’s daily API limit and adds latency.	Cache-first: ~150 calls once per scan, then thousands of answers from memory at near-zero API cost.
How it works	You ask; the agent reads the current state of your org.	A daily collector captures changes automatically, overnight.
Metadata history	No memory between sessions — each conversation starts fresh.	Structured timeline of every enriched delta, stored in your org.
"What changed yesterday?"	Not answerable — there's no record of what the org looked like before.	Core question. Answered with source, risk, and dependency context.
Impact analysis	Can describe current dependencies if you know which component to ask about.	Every change is automatically linked to affected flows, rules, and fields.
Data lives	In the conversation context — gone when the session ends.	In your Salesforce org (managed package) and optionally Org360 Cloud.
Best for	Ad-hoc exploration, one-off analysis, writing Apex or queries.	Ongoing change governance — knowing what changed and what to do next.

The two tools are complementary — Org360 gives your AI assistant a structured metadata memory to reason over, instead of a one-time read of the current state.

Free trial. $29 per org. Unlimited teammates.

Start with one Salesforce org and 50 prompts. Upgrade when you need multiple orgs, more Agent Org360 usage, and team collaboration.

Free

Try the full Org360 experience on one Salesforce org, capped for personal evaluation.

✓One-click Salesforce connect
✓1 connected org
✓1 user
✓Action Center — 43 org health checks
✓Org Health Score (live)
✓50 AI agent prompts / org / month
✓Current-state impact analysis
✓CSV export
✓Community support

Connect your org

Pro

$29/org / mo

Scale Org360 across multiple Salesforce orgs with team collaboration and monthly prompts per org.

✓Everything in Free
✓Multiple connected orgs
✓Unlimited team members
✓250 AI agent prompts / org / month
✓Org360 Memory Collector package
✓Daily metadata deltas + timeline
✓Full history (6–12 months)
✓Delta detail & component view
✓Agent with memory context
✓Standard support

Enterprise

Custom

Advanced privacy, BYOK/local models, longer retention, integrations, security surface analysis, and team governance.

✓Everything in Pro
✓Unlimited AI agent prompts
✓BYOK / local / private model options
✓Retention controls (up to 36 months)
✓Enterprise channels and CLI roadmap
✓SSO, advanced permissions
✓Priority support

Contact sales

Private beta pricing — checkout is available for invited beta testers. Try it free →

Designed around metadata, not records

The managed package can store metadata history inside your Salesforce org, while optional cloud services enrich changes and power the assistant. Enterprise customers can use stricter retention, BYOK, local/private model options, and controlled sync modes.

See how the collector works

Frequently asked

Does Org360 read customer records?

The product design is metadata-first. The core use case does not require Accounts, Contacts, Opportunities, Cases, or other business records.

Can Agent Org360 make changes to my org?

No. Agent Org360 is strictly read-only. It reads metadata to analyze, explain, and surface recommendations — but it never writes, updates, or deletes anything in your Salesforce org. Every action stays in your hands.

Why use a managed package?

The package creates a trusted metadata memory inside Salesforce and can capture daily change signals without relying only on a one-time external scan.

Is this only an AI chatbot?

No. The durable value is the metadata memory layer. The assistant is the interface that helps you ask useful questions about that memory.

Can we use our own AI model?

The planned Enterprise path includes BYOK and private/local model options.

Give your org a memory

Get started now or book a demo to walk through Org360 with us.

Book a demo