Each instance of Swantide is connected to 1 instance of Salesforce. If you want to connect a new Salesforce org to Swantide, please follow the steps below: Here are the steps for connecting an org to Swantide:
Send a Slack or email to Swantide informing us that you want to connect a new org. The message should include the name of the org and which users should have access
Swantide will create the org to house the connection to a Salesforce environment. Currently, the Swantide team needs to create all new Swantide orgs and assign users to the Swantide org.
There are 2 steps to connect Swantide to an org: 1) installing the Swantide managed package, which only consists of a connected app, and 2) authorizing Swantide to pull down the metadata through the connected app. The user who will be installing the package and authorizing the connection needs 1) the Download AppExchange Packages permission, and 2) the Customize Application and either Modify All Data OR Manage Connected Apps, as outlined in this Salesforce article.
Follow the steps in this video to install the Swantide managed package and authorize the connection.
Swantide will automatically ingest all the metadata in the org. Depending on the size of the org, it can take up to 24 hours to ingest all of the metadata. Once ingested, Swantide will begin documenting all of the metadata, which can take an additional 24 - 48 hours. Swantide consumes a nominal amount of API calls to ingest the metadata
Once the metadata has finished documenting, Swantide will turn on the AI Assistant Feature Flag to make it accessible to users in the org.