Can the assistant change my org?

No. The chat assistant uses a Salesforce client that is read-only by design — mutation methods don’t exist in it, and destructive HTTP verbs are hard-blocked. It can only describe, search, and run SELECT queries.

Which AI models does it use?

Your workspace admin chooses — Anthropic (Claude), OpenAI, OpenRouter, Ollama Cloud, Cerebras, or any OpenAI-compatible endpoint. Different features can even use different models.

Is my org data used to train models?

No. Prompts go to the AI provider your admin selects under that provider’s API terms, and orgadmin.ai never trains on your data.

Do teammates benefit from my conversations?

Yes — saved learnings and org context notes are shared per connection, so the assistant gets smarter for the whole team, not just you.

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.

Start free See pricing

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 cached metadata type in one query
Check org limits, storage, and licence usage

How it works

1

Connect your org

OAuth with your own Connected App — production or sandbox. The client is read-only by design.

2

Ask in plain English

“What automation runs when an Opportunity closes?” No SOQL, no Setup spelunking.

3

Watch it investigate

The assistant chains describe, search, and query tools until it has evidence — then answers with links back into your metadata.

4

It remembers

Durable facts it learns about your org are saved and shared with your whole workspace.

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 to your workspace. Every teammate’s next conversation starts with that knowledge, 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.”

AI Org Chat — questions

Put AI Org Chat to work on your org

Start free with the Metadata Explorer — every AI feature is free while the beta runs, and a competitive price is still being worked out.

Join the free beta — no credit card See pricing