Swantide

Swantide AI for Salesforce Admins is an AI-powered assistant and workflow library designed to connect to your Salesforce instance, automate changes, help debug issues, and answer questions. It enables admins, ops, and sales reps to rapidly implement, customize, and document Salesforce environments, reducing boilerplate work and accelerating onboarding and project delivery.

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How Swantide Works

1. Connect to Salesforce. As soon as you connect, Swantide starts personalizing to your Salesforce instance.
2. Provide additional sources. Upload documents from ops, IT, enablement teams, or connect your ticketing system to deepen Swantide’s context.
3. Ask questions or run automation. Admins, ops, or sales reps can query Swantide or deploy drafted flows, validations, and automated tasks tailored to your org.

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Key Capabilities

• AI-powered Salesforce assistant for questions, debugging, and guidance
• Rapid onboarding and implementation of new Salesforce instances
• Auto-generation of draft flows, validation rules, and configurations
• Troubleshooting and root-cause analysis for hard-to-find issues
• Customizable, guided experiences that adapt to your org
• Automatically generated documentation of changes and why they exist
• Easy-to-use interface designed for admins, ops, and sales teams
• Privacy-conscious: leverages your own data and documents for context

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How It Helps Your Team

• Schedule and accelerate backlog fulfillment: complete quarters of Salesforce work in a fraction of the time
• Eliminate boilerplate work: deploy drafts quickly, then customize
• Reduce onboarding time for new Salesforce admins
• Improve reliability with automatic documentation of configurations and changes
• Maintain alignment with best practices in CRM design, governance, and change management

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Use Cases

• Connect and customize a Salesforce instance during rapid growth
• Triaging and debugging complex flows, automations, and integrations
• Onboarding new admins with guided, contextual help
• Documenting why and how a Salesforce setup was built for future maintenance
• Answering operational questions directly within Salesforce context

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Safety and Best Practices

• Use Swantide to aid decision-making, not replace change control processes
• Review auto-generated flows and rules before deployment
• Ensure sensitive data handling complies with your org’s security policies

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Core Features

• Direct Salesforce connection with immediate personalization
• Contextual augmentation from uploaded documents or integrated ticketing systems
• AI-assisted question answering for admins, ops, and sales reps
• Rapid drafting of Salesforce automations (flows, rules, validations) with quick customization
• AI-driven debugging engine for fast root-cause analysis
• Auto-generated documentation of changes, flows, and rationale
• Guided setup and onboarding tailored to your org
• Easy-to-use interface designed for non-technical users and admins
• Flexible deployment options to fit your timeline (fast ramp or gradual rollout)
• Privacy-conscious data handling: leverage your own data without exposing it externally