AI Org Chat
A Salesforce AI assistant that actually knows your org
Connect an org and ask questions in plain English. The assistant chains real tools (object describes, automation summaries, Apex source, live SOQL) to investigate before it answers, and every reply links back to the metadata it used.
This chat: 41,208 tokens
Six things are wired to Opportunity. Let me read the flow and check what else mentions the stage by name.
Gathered context · 2 stepsRead flowOPPORTUNITY - Start Credit Assessment · v7 · 23 elementsSearched metadatafound 4 matching "Closed Won"Six automations fire on Opportunity, and two of them do the same job:
- TriggerOpportunityTrigger— routes to OpportunityTriggerHandler on after update.
- Record-triggered flowOPPORTUNITY - Start Credit Assessment— creates a Credit_Assessment__c and posts to the credit queue.
- Record-triggered flowOPPORTUNITY - Notify BDM— sends the owner a custom notification.
- Workflow ruleOpportunity_Stage_Sync— still active — it duplicates the flow above.
- Validation ruleClose_Requires_Credit_Approval— blocks the save if no approval exists.
- Process BuilderOpportunity Post-Close— inactive since 2023, but still deployed.
Worth a look: Opportunity_Stage_Sync and the credit- assessment flow both write on the same event, so their order is undefined.
What you can do
- Ask what fields exist on any object: types, picklists, formulas, and relationships included
- Trace where an object or field is referenced across automation and code
- Summarise everything that fires on an object: triggers, record-triggered flows, workflow rules, and validation rules
- Read Apex classes, triggers, and Lightning Web Component source without opening Setup
- Run live, SELECT-only SOQL to answer data questions in real time
- Search every stored metadata type in one query
- Read and correlate debug logs to explain a failing transaction
- Check org limits, storage, and licence usage
How it works
Connect your org
OAuth with your own Connected App: production or sandbox. No package to install.
Ask in plain English
“What automation runs when an Opportunity closes?” No SOQL, no Setup spelunking.
Watch it investigate
The assistant chains describe, search, and query tools until it has evidence, then answers with links back into your metadata.
It remembers
Durable facts it learns about your org are saved against that connection, so every later conversation starts with them already in hand.
Step by step: Bring your own AI key · Try the AI for free (OpenRouter)
Why it's different
Self-learning org knowledge
When the assistant discovers something durable (“funded deals are Stage = Funded”, “Region lives on Account.BillingState”) it saves the learning against that org connection. Every later conversation starts with that knowledge instead of re-deriving it, and you can review, edit, or delete any of it. Consultants can switch to a personal cross-org context that follows them between clients.
Try asking
- “What automation runs when an Opportunity moves to Closed Won?”
- “Where is Discount__c referenced — flows, Apex, validation rules?”
- “Which fields on Account look unused?”
- “How many cases were created last month, by queue?”
- “Explain what the OpportunityTriggerHandler class does.”
The background the assistant uses when answering about your orgs and building dashboards.
Use one personal context across all your connected orgs. Turn this off if you work across different companies and want context defined separately for each org.
Organisation & company context
Notes that apply across ALL your connected orgs. Useful when you work one company across several orgs (e.g. sandbox + production). For example: “We operate in the UK, US and Australia — use CurrencyIsoCode to tell the countries apart.”
Object-specific context
Type an object and add notes about how it's used and how it relates to others. For example: “Loans are associated to Opportunities; Repayment and Arrears records relate back to the Loan.”
- Loan__cCreated when an Opportunity reaches Funded. Repayment__c and Arrears__c relate back to the Loan, not to the Opportunity.
- Credit_Assessment__cOne per submission, so an Opportunity can have several. The latest by CreatedDate is the one that counts.
- Broker_Portal_Register__cSelf-service applications from the broker portal. Most never become Opportunities — filter on Converted__c before counting.
Object API name
AI Org Chat — questions
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Put AI Org Chat to work on your org
Every AI feature on your own provider key, from A$14.99 per user per month.
- 14-day free trial
- No credit card required
- Cancel any time