Guides
Setup guides
The same step-by-step guides customers read inside the app: connecting Salesforce, choosing where the AI comes from, and wiring orgadmin.ai into the tools you already use.
Your first 15 minutes
Brand new here? Connect an org, pull its metadata, turn on the AI, and ask it something real — in five short steps.
Read the guide4 minConnect your Salesforce orgs
Create an External Client App, authorise with OAuth, and manage every connection. Start here.
Read the guide8 minBring your own AI key
Add your Anthropic, OpenAI, or OpenRouter key to power every AI feature.
Read the guide3 minTry the AI for free (OpenRouter)
Point orgadmin.ai at a rate-limited free OpenRouter model to test-drive every AI feature — how to find one, what breaks, and why the model you pick sets the ceiling.
Read the guide4 minConnect your AI client to your orgs (MCP)
Drive your Salesforce orgs from your own editor or CLI using your AI subscription — setup, scopes, and exactly what it can and cannot do.
Read the guide7 minConnect Claude Code, Claude Desktop & Codex
Click-by-click setup for the three clients people use most, what a working connection looks like, and what to do when one won’t connect.
Read the guide5 minShow dashboards inside Salesforce
Put an Insights dashboard on a Lightning record, app, or home page — filtered to the record being viewed.
Read the guide5 min