Disclaimer: Swantide is a generative AI platform, therefore it may be inaccurate, incomplete, or not applicable. The output from Swantide is based on the inputs provided by the user, and any content generated by Swantide must be thoroughly reviewed and verified by you prior to use. Do not implement, rely on, or act on AI-generated output without first confirming its accuracy and suitability for your specific needs.
Swantide Platform - Features & Functionality
Documentation
Also referred to as the Swantide Data Dictionary
Search for any metadata component in your org, filtered by metadata component type
For each component, view:
Metadata JSON of the component
Business & Technical descriptions of the component. Documentation can be modified manually or via AI prompt. Note that if the component is updated, the documentation will be re-generated.
Components referenced within that component (e.g. if looking at a flow, what fields are referenced within it). We compile this list by searching through the metadata JSON for the component API names, leveraging AI to identify matches.
Other components that reference a given component, filtered by metadata component type (e.g. all flows that reference Opportunity.StageName). Note that this will show any reference to the component name filtered by metadata component, not other custom filters (e.g. only active flows that update Opportunity.StageName). See the Analysis Section for more information on how to use Swantide for these types of requests.
Change Log that shows the date of prior changes.
On a nightly basis, updates to existing metadata and newly created metadata components sync automatically.
If you need to sync components faster than that, you can manually sync updates at the component level immediately.
AI Assistant
Ask the AI Assistant questions about your Salesforce environment. Expect that:
AI Assistant can retain 10 - 15 metadata components as context in any given thread
For each chat prompt, expect output to be capped at ~ 1 page
Copy/paste the output for use in documents outside of Swantide
Chrome extension to ask questions of the AI Assistant (Note that Chrome extension does not have access to the Data Dictionary)
Start an AI Admin task from an AI Assistant chat
Hubbl integration: For Recommendations and Object Automation surfaced in Hubbl, copy/paste a prompt to the AI Assistant. Swantide AI Assistant will instruct you on how to address the issue.
Common use cases of AI Assistant include:
Asking questions about specific metadata components
Pre-Sales Analysis
Discovery & Time Estimates
Solution Design (e.g. User stories, technical design documents)
Writing code (e.g. apex, validation rules, formula fields)
Test scripts
Debugging unexpected behavior
Enablement documentation
Asking questions about relationships between objects
Out of Scope
Record-level data in Salesforce. We only access Salesforce metadata.
File uploads (everything must be defined within the prompt). This also means that if you are on a page in a data dictionary and want to ask the AI Assistant for more information, you still need to reference the metadata component as part of the prompt.
For questions about change log, AI Assistant has access to documentation of prior versions for the last 90 days. You can ask the AI Assistant what changed across those versions and it will summarize the changes for you.
Mass export of documentation (although we do support copy/paste)
URLs
AI Admin (Beta)
Define a task you need to complete in Salesforce. Swantide will generate a technical design document along with a list of proposed metadata creates and updates
Review and give feedback on the design at the TDD level and at the individual component level. Can do this via prompt or in-line editing.
Once approved, deploy metadata to Salesforce. If there are errors, see error message returned from Salesforce APIs.
Revert deploy button for updates only (AI Admin does not perform any delete functions; we revert updates by restoring the old version)
Out of Scope in Beta
Updates to extremely large components (e.g. large Profiles)
APEX, LWC creation (suggest using AI Assistant to generate this code)
Security, Permissioning & Profiles
SSO supported through Google (Microsoft only supported for personal accounts)
For non-Google emails, passwordless login enforced via verification code sent to email
Swantide handles creation and assignment of all users. Users are able to toggle between orgs that they have access to (e.g. from sandbox to prod)
There is a 1:1 relationship between Swantide instance and Salesforce instance. All Swantide products retain metadata context only in the Salesforce instance associated with the Swantide instance
Users can be granted access to only certain Swantide instances (e.g. only production, only sandbox, or both)
AI Assistant & AI Admin can be turned on/off at the Swantide instance level