Use Case
Every Salesforce org carries technical debt. Most teams don't see it until they're already stuck in it.
The Problem
Whether you're an SI starting a new engagement or a team picking up after someone else, the first challenge when you inherit a Salesforce org is understanding what you're actually working with. The org was built by people who may no longer be there to explain their decisions. The relationships between objects, automations, and integrations aren't documented, and the ones that are documented are often outdated.
Answering even basic questions takes significant time. What automations run on this object? What does this field connect to? Are there conflicts between these flows? Without context, every question becomes a research project. And the things you don't know to look for don't surface until they break something mid-engagement.
A manual audit can take days, and even a thorough one only finds what you know to look for. The gaps show up later, in month two or three, after you've committed to a scope that didn't account for them.
What manual org audits miss:
Automation conflicts across flows, triggers, and process builders
Fields referenced in unknown places across automations and integrations
Deprecated components still being called in active processes
Missing or stale documentation on critical objects
Over-engineered flows that could be simplified
Orphaned configurations from past projects
How Swantide Addresses It
Connect Swantide to an org and within 48 hours, you have generated documentation and a complete table of references across every metadata component: a structured, navigable view of the org, built without any manual research.
Connect and index the org
Swantide reads the org's full metadata (objects, fields, flows, automations, integrations) in minutes via the connected app. No manual data entry, no setup ceremony.
Ask targeted assessment questions
Use the AI Assistant to interrogate the org. What automations run on this object? Are there conflicts? What fields are unused? What's the most complex flow in this org? Get answers grounded in actual metadata.
Surface risk areas and technical debt
Swantide surfaces the configuration patterns that create risk (automation conflicts, over-complex logic, documentation gaps) so your team knows where to focus.
Export documentation to share with clients
Export AI-generated documentation (field descriptions, object summaries, automation overviews) and share it directly with clients or stakeholders. A professional, accurate view of the org's state, ready to hand off without manual write-up.
Key Outcomes
Full org assessment in hours, not days
What used to take a senior architect days of manual audit now takes hours with Swantide.
Documented findings, not tribal knowledge
Assessment results are structured and shareable, not locked in a senior consultant's memory.
Data-driven project planning from day one
Scope, estimate, and plan based on what the org actually contains, not assumptions.
Powered By
AI Assistant
Conversational AI that answers questions about your org's metadata in natural language, grounded in your actual configuration.
AI Documentation
Auto-generates business and technical descriptions for every metadata component in the org, the foundation of any health assessment.
Who This Is For
SIs at Project Start
Set a professional tone from day one and surface risks before they become your problem to fix mid-engagement.
ISVs Onboarding Customers
Understand the org you're deploying into before you deploy: avoid conflicts, plan implementation correctly.
In-House Teams Planning Roadmap Work
Base your roadmap on the actual state of the org, not assumptions and tribal knowledge.