The Swantide Platform
Your operating layer for trusted, agentic Salesforce success
Swantide is model-agnostic and built on live Salesforce org state. Rollbacks, approvals, and audit trails are built into every layer.
Layer 1 of 7
Large Language Models
Model-agnostic, selecting the best model for each task, always with the latest frontier models. The better the models get, the more ambitious the work.
1Large Language Models
Anthropic · OpenAI · Google
2Agentic Harness
Design · Plan · Act · Verify · Retry
3Metadata & Integrations
Salesforce · Jira · Linear · Azure DevOps · Drive · SharePoint
4Context & Knowledge
Playbooks · Past projects · Best practices
5Salesforce Capabilities
Domain intelligence · Intentional actions
6Products & Interfaces
Chat · Playbooks · Docs & decks · Tickets
7Security & Governance
Rollbacks · Approvals · Audit trails · RBAC
Salesforce Knowledge Graph
Your entire org, documented and connected.
- Business context and implementation details documented for every metadata component
- Downstream and upstream references mapped
- Automatically kept up to date
Agent Traceability
A clear record of every change.
- A Change Log of how every metadata component changes — whether by Swantide agents or not
- See exactly what changed, when, and how
- Review org changes made by Swantide agents with clear technical design docs and ownership
Specialized Salesforce Agents
Agents built for every phase of the SDLC.
- Diagnose and understand how your org is configured
- Impact analysis, solution design, testing, and debugging
- Make changes with fully maintained design documents, transparent approvals, and one-click roll-back
Enterprise Governance and Security
Control who does what — by design.
- Limit which users have access to Swantide and what features they can use
- The ability to modify the org must be granted — it is never available by default
- Agents never see or touch Salesforce record-level data
- Transparent, easy ways to revoke access
How Swantide works
One agent layer on top of the tools your delivery teams already use
Where work starts
Consultants
Ask the agent in Swantide chat, scoped to a client workspace.
Routines
Custom scheduled or triggered runs, like daily ticket triage.
Swantide platform
Swantide
Per firm · per client workspaceSwantide knowledge graph
Documents
Templates, playbooks, files
Systems
Tickets, org metadata, kept in sync
Skills
Firm methods and best practices
Refreshed every 24 hours, indexed and optimized for the agent
Governance
Policies
Firm-set best practices and guardrails
Permissions
Full RBAC for agents
Rollback
Undo any agent change
Audit
Every run logged
Security
SOC 2 Type II compliant
Client & partner tools
Powers the knowledge graph
Knowledge
Docs & filesGoogle Drive
SharePoint
Zoom
Work tracking
Tickets & storiesJira
Linear
Asana
Systems of record
Read, design, and buildSalesforce
Adobe
Roadmap
ServiceNow
Roadmap
Example
Discovery call to solution design, in one run
Pull context
Swantide Agent pulls the discovery call recording and client documents from the knowledge graph.
Check the org
Swantide Agent checks Salesforce metadata and related tickets in the knowledge graph.
Apply firm method
Swantide Agent applies the Solution Design Skill with past designs and open stories from the knowledge graph.
Deliver
Swantide Agent writes the design doc to SharePoint, stories to Jira, and config to a Salesforce sandbox.
The Swantide Difference
Purpose-built agents. Built-in trust.
Adopted by your team.
Agents that know your org
Visibility, security, and control
A Customer Success team invested in your team
Model Agnostic
Pick whichever enterprise-grade model you prefer.
Anthropic
Sonnet 4.6
Opus 4.8
Opus 4.7
Opus 4.6
Gemini 2.5 Pro
OpenAI
GPT-5.2
GPT-5.5
Cost-Controlled
The Value of Purpose-Built AI
Your org is unlike
anyone else's.
Every Salesforce org carries years of decisions: custom objects, legacy automation, undocumented workarounds. Swantide indexes your org's metadata and keeps it current, so every AI action reflects your actual configuration, not a textbook example.
The result: your team ships faster, clears the backlog quicker, and removes tech debt, without introducing new risk.
Ship faster
Accelerate every phase of delivery with agents that understand your org's structure and constraints.
Clear the backlog
Move through requirements, builds, and documentation without the usual bottlenecks.
Remove tech debt
Surface undocumented configuration, flag risky patterns, and build with confidence going forward.
Enhanced visibility
See who changed what and how. Permissions and documentation built in from day one.
Built to earn your trust
Enterprise-ready from day one.
SOC 2 Type II Certified
Independently audited. Your data and your customers' data are protected by enterprise-grade controls.
Metadata only.
Swantide reads only your org's configuration layer (fields, flows, objects, dependencies). Because agents operate at the metadata layer, destructive data changes are prevented by design.
Visibility into every change.
See who used AI to change what, and when. Permissions separate who can touch metadata from who can only ask questions.
Questions about security or compliance? Visit our Trust page →
See what teams are doing
with Swantide.
Salesforce customers, SIs, and ISVs on how Swantide changes the way they work.
Read customer stories