Org Intelligence for Salesforce

Org Intelligence gives you complete visibility into your Salesforce orgs turning days of manual org discovery into minutes of confident understanding. It combines live metadata analysis with AI and intuitive visualizations, so you can see exactly how your org is structured, spot risks and opportunities, and make safer, more impactful changes across your entire DevOps lifecycle.

Salesforce orgs grow complex fast. Over time, automations layer on top of each other, dependencies become harder to trace, and the people who originally built things move on taking critical knowledge with them. That complexity creates real, everyday problems for the teams left managing and building on the org.

Deployments become risky when you cant see the full chain of dependencies a change might affect. Onboarding drags on because understanding unfamiliar areas means days or weeks of manual investigation. Knowledge gets trapped in a few experts heads, creating bottlenecks and single points of failure. And technical debt unused fields, redundant automations, ghost code quietly accumulates, eating into org limits and making every future change harder.

Org Intelligence is built to tackle these challenges and more. It maps your orgs metadata, automations, dependencies, and permissions, then layers on AI-generated summaries and our built-in Gearset Agent which you can query directly so anyone on the team can explore their org, ask questions, and understand the full impact of a change in minutes, not weeks.

Org Intelligence continuously monitors all changes happening within your Salesforce environments. Your metadata refreshes daily (or on demand when you need it), and everythings displayed in Gearset giving you a constantly updated view of your metadata, dependencies, automation logic, and org structure. Youll see changes ordered by recency, including who made each change and when.

AI-generated summaries help you quickly understand what each component does and how it fits into the wider org, without needing to manually trace through every connection. And when you need to go deeper, Gearset Agent lets you ask questions about your org in plain language like Why is this lightning page running slow? or How can I automate this without breaking existing workflows? and get answers backed by detailed reasoning.

Org Intelligence empowers every role across Salesforce teams. Salesforce administrators can plan safe changes with confidence and troubleshoot without fear of breaking downstream processes. Developers understand existing automation and dependencies before writing code, reducing costly rework. Solution architects design implementations with full visibility into existing patterns and technical debt. Business analysts map requirements to existing functionality and avoid creating duplicate automations. And team managers onboard new people faster, reduce reliance on single knowledge holders, and speed up exploratory research.

Whether youre an admin whos nervous about touching things because you dont know whatll break, a manager frustrated by outdated documentation, or a team lead worried about losing your one expert who knows how everything works Org Intelligence makes org knowledge accessible to everyone.

The DevOps lifecycle spans six key stages: plan, build, validate, release, operate, and observe. Org Intelligence is purpose-built to support the plan and build stages the moments where having the right context makes the biggest difference to everything that follows.

During the plan stage, Org Intelligence gives you a clear picture of your org before you commit to a change. You can see what exists today, how components are connected, and what’s at risk of breaking in minutes rather than days of manual investigation.

That output whether its notes from your own exploration or an AI-generated checklist from Gearset Agent then becomes a practical asset during build. You can use it as a reference while you work, and continue the conversation with Gearset Agent as new questions come up, such as verifying changes against the right components or debugging when something isnt behaving as expected.

By giving you confidence at the plan and build stages of the DevOps lifecycle, Org Intelligence helps ensure that what moves into validate and release is already well-understood and lower risk.

Setup takes about 20 minutes per org. You enable Org Intelligence and Gearset handles the rest in the background theres no disruption to your work and no impact on your Salesforce orgs performance. Once its ready, you immediately get access to AI-powered insights, dependency mapping, and automated documentation. Sprint 0 phases that used to take weeks now take days, and hours of research become seconds.

Spreadsheets, wikis, and Schema Builder all rely on someone keeping them up to date and theyre usually out of date the moment theyre created. Org Intelligence auto-updates daily and on demand, so you always have the most current view of your org. It also surfaces hidden dependencies and relationships that manual documentation misses, and makes that knowledge accessible to your entire team rather than locked in one persons head.

Salesforces native setup screens show you one piece of the puzzle at a time. Org Intelligence connects those pieces giving you a complete, connected view of automations, relationships, and metadata in one place, with the option to query the Gearset Agent for deeper understanding. You keep using Salesforce, but you make decisions with better visibility and less guesswork, and tie that insight directly into your change process.

Org Intelligence strengthens the process you already have. Use it to understand the impact of a change, see dependencies and relationships, and then feed that context straight into your Jira workflow. Jira tickets will carry clearer information about whats changing, what might be affected, and why the change matters. Developers, admins, and reviewers spend less time chasing context and more time delivering the right change first time.

Yes. Org Intelligence works across up to 10 Salesforce environments, making it ideal for organizations managing production, multiple sandboxes, and developer orgs. You get the same complete visibility, dependency mapping, and automated documentation across your entire Salesforce landscape helping you maintain consistency, identify drift between environments, and understand how changes will behave as they move through your pipeline.

Org Intelligence speeds up onboarding by giving new admins, consultants, and developers up-to-date documentation and a clear view of your org structure from day one. What used to take weeks of shadowing experts and reading outdated wikis now happens in minutes through visual dependency maps, searchable metadata and the ability to query Gearset Agent directly about how your org is set up. New hires start contributing confidently much faster, and your experienced team members can focus on high-value work instead of repeatedly answering the same questions.

Org Intelligence captures the knowledge that currently lives in specific peoples heads and makes it accessible to your entire team. Dependencies, impact analysis, automation logic, and change history are all visible in a shared interface, so anyone can understand how your org works and why past decisions were made. This removes the bottleneck of waiting for your expert to be available and reduces the risk when key people are on vacation or leave the company.

Org Intelligence only accesses Salesforce metadata it doesnt read or interact with your customer records like Accounts, Contacts, Opportunities, or other sensitive data. Your sensitive information stays completely out of scope. All metadata is encrypted in transit and at rest within Gearsets ISO 27001-certified environment, hosted on the same AWS data centers trusted by Salesforce, with 24/7 intrusion detection.

Org Intelligence refreshes your metadata daily, so you always have an accurate, up-to-date view of your Salesforce environment. You see changes ordered by recency, including who made each change and when. This automatic record of changes lowers documentation debt since youre never working with stale information. You can also trigger manual refreshes whenever you need them for time-sensitive analysis.

Yes this is one of Org Intelligences core strengths. Before you edit, delete, or deploy any component, youll see the complete dependency map: what depends on your item (child dependencies) and what your item depends on (parent dependencies). That includes references across Flows, validation rules, Apex code, page layouts, Lightning Web Components, and more. This impact analysis happens in seconds rather than hours. You can export dependency results to share with stakeholders or include in change documentation.

Yes. You can share direct URLs to specific Org Intelligence views with other users in your Gearset team, as long as they have access to the org. Architects can share dependency maps with developers, admins can share impact analysis with project managers, and teams can review changes together. For external consultants or partners, you can invite them into your Gearset team.

AI descriptions reduce siloed knowledge gaps and missing documentation by adding clear explanations to your metadata items inside Gearset. You can generate descriptions where theyre missing, so admins, developers, and new team members understand what an item is for before they change it. These descriptions stay in Gearset and dont update anything in your Salesforce org directly.

Yes. Org Intelligence lets you see how profiles and permissions are set up at a glance, making it easy to answer critical security questions like If someone has this permission set group assigned, can they edit Accounts? or Who has access to sensitive fields? You can analyze permission details across your metadata without manually clicking through dozens of setup screens helping you identify security risks, tighten controls faster, and answer auditor questions with confidence.

Org Intelligence speeds up audit preparation and compliance activities by giving you instant visibility into permissions, access controls, and metadata changes. Automated documentation and scoring help you stay continuously audit-ready, while full metadata search and historical change tracking let you show auditors exactly when changes happened, what they touched, and who made them. You can quickly answer questions like Who has access to sensitive information? or When was this security setting modified? without weeks of manual documentation gathering.

Teams using Org Intelligence typically see rapid resolution of org discovery tasks that used to take weeks. Sprint 0 research phases shrink from weeks to days, individual research tasks go from hours to seconds, and failed deployments drop because teams understand dependencies before they deploy. You also reduce reliance on single experts, lower documentation debt through automated documentation, and gain the confidence to make changes without fear of unexpected downstream impacts.

Yes. Org Intelligence provides value on its own through its metadata views, dependency maps, and change monitoring all of which you can explore and interpret manually. This makes it a great fit even for teams who aren’t yet ready to bring AI into their workflow. That said, Gearset Agent is a powerful addition letting you ask questions in plain language and get AI-powered answers about your org, turning hours of manual investigation into minutes. You can get meaningful insight from Org Intelligence without it, but most teams find the agent quickly becomes indispensable.