Salesforce metadata
Objects, fields, Flows, Apex, validation rules, layouts and packages. Understand what has been built and how the configuration fits together.
COENNECT FOR SALESFORCE
Every org. Every layer. One Center of Excellence.
Connect metadata, permissions, Setup Audit Trail, Event Monitoring, component usage and documentation across your orgs and sandboxes. Give your team the context to understand what is used, why it matters, who can reach it and what a change could affect.
Managed-package integration · Read-only by default · Production and sandboxes
SIX SOURCES OF CONTEXT
Configuration tells you what exists. Usage tells you what matters.
An inventory is a starting point. Bring structure, access, change, behavior, utilization and knowledge together to understand your Salesforce environment.
Permissions
Profiles, permission sets, permission set groups, roles, sharing and licenses. Bring the evidence behind access into one review.
Setup Audit Trail
Configuration and administrative change history. Understand what changed, when it changed and what deserves a closer look.
Event Monitoring
Login, API, report, Apex and Lightning activity. Connect what is configured with the available evidence of what actually executed.
Component usage
Understand which supported components are used, by whom and how often. Identify adoption gaps and candidates for further review.
Documentation
Keep standards, runbooks, ownership and component explanations in the Docs Hub, alongside the environment they describe.
Coverage depends on the connected org, permissions, enabled features and available telemetry.
TEN CONNECTED CAPABILITIES
Understand the org. Then decide what to do.
Each capability contributes a different kind of context, so your Center of Excellence can work from evidence rather than isolated reports.
FROM CONFIGURATION TO BUSINESS CONTEXT
Know what a field means, not just that it exists.
A name like Region__c does not explain its importance. Usage, dependencies and documentation bring the business questions into view: Which process relies on it? Who uses it? What should be reviewed before it changes?
Business meaning brings observed behavior together with purpose, ownership and criticality, with human confirmation rather than assumed intent.
ILLUSTRATIVE EXAMPLE / NOT A CUSTOMER RESULT
Region__c
Imagine this field drives territory assignment for 1,400 sellers, feeds three forecasting reports and is queried into a warehouse each night. Those relationships change the conversation from “Can we remove a field?” to “Which business process could we disrupt?”
Observe usage → review dependencies → confirm business purpose → preserve the explanation.
Draft review: automated owner, process and criticality inference, and the confirmation workflow, remain subject to product validation before publication.
MULTI-ORG GOVERNANCE
Built for portfolios of orgs, not one org at a time.
Bring connected production, sandbox, regional and acquired environments into one CoE operating view. Keep local context while building a consistent approach to enterprise oversight.
See across environments
Move between a single org's detail and the connected portfolio's usage, license, API and sandbox picture.
Review consistency
Use comparisons and configured detections to surface differences from the standards your team expects.
Prioritize together
Give admins, architects and CoE leaders a shared basis for deciding which orgs and findings need attention.
AGENTFORCE READINESS
Make your org agent-ready before you turn agents loose.
Readiness starts with understanding the platform an agent will enter. Bring process usage, permissions, dependencies and documentation into the conversation before expanding agent access.
Coennect complements Agentforce. Your team retains responsibility for access decisions, approvals and changes.
Start with the right questions.
Which objects and processes are actually used?
What access would the proposed agent receive?
What depends on the components it could touch?
Where does the business meaning still need confirmation?
BUILT FOR YOUR TEAM
One evidence base. Different decisions.
A PRACTICAL STARTING POINT
The Salesforce Event Monitoring Playbook
Explore how event logs can support security, operational and adoption intelligence. Then see that evidence in the context of your own org.
SECURITY & CONTROL
Understand your org. Keep control of your changes.
Read-only by default
The managed-package connection supports collection of defined metadata and activity signals from authorized orgs.
Evidence has boundaries
Coverage and history depend on access, available sources and ingestion. Missing telemetry is not proof that nothing happened.
Your approval process
Recommendations and AI explanations guide review. They do not replace your native controls or authorize production changes.
Discuss data handling, retention, hosting and assurance documentation with our team during your security review.
YOUR SALESFORCE CENTER OF EXCELLENCE
See your org the way it is actually used.
Start with the Salesforce challenges your team needs to solve.
Sold and deployed independently.
