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.
Hypercare
Monitoring, Case Management, Troubleshooting, Defect Management, Reporting
Metadata Component Documentation
Every metadata component has 1 - 3 sentences of documentation outlining both a business and technical description of the metadata in the Swantide data dictionary. This is designed to give you a view at a glance of what the component is doing.
If you want more information, you can ask the AI Assistant to elaborate. You can also ask more targeted questions, such as how a flow interacts with a certain field
Sample Prompts
Tell me how the Renewals Flow interacts with Opportunity.StageName? Is the flow responsible for setting a StageName value, or is it simply referenced in the flow?
Note that this prompt did not specify which renewals flow we are referring to, and there are multiple renewals flows in this org. You can refine your prompt further to specify the API name of a specific flow if you want a more focused answer
Process Documentation
Many of our customers also want to use Swantide to understand more complex business processes (e.g. tell me everything that happens when a case is created, or tell me how renewals are managed in this org).
Remember that the Swantide AI Assistant can retain ~10 metadata components as context in a single thread. Based on the size and complexity of your org, there may be significantly more metadata components required to answer these types of questions.
The best way to approach these types of questions is to leverage the data dictionary and ask more targeted questions to the AI Assistant. If you are trying to determine what happens when a case is created, you can find the Case object in the Swantide data dictionary, view the referenced metadata components (e.g. Flows, Apex, etc.) and ask the AI Assistant specific questions about what each component does and how it is triggered.
Similarly, if you want to analyze the current renewal process in Salesforce, you could start by asking Swantide how renewals are handled. This will give you a 1-page answer. An alternative approach is to start by asking Swantide how renewal opportunities are distinguished from new business opportunities. Using a Swantide internal org as an example, this is set as Opportunity.Type. You can then find that field in the data dictionary, view references, and ask Swantide follow up questions to build your understanding of how renewals are tracked in this org
See this video for details.
Debugging & Troubleshooting
Swantide is a great way to debug unexpected behavior in the org. Common use cases include:
Copying/pasting an error generated by a validation rule and asking Swantide 1) what rule is responsible, and 2) how can I bypass?
Describing unexpected behavior and asking what automation is responsible (e.g. my users are receiving email with Subject Line X and I would like to turn them off, what automation is responsible for sending these emails?)
Describing behavior that did not occur (e.g. an email was not sent out), and Swantide identifies the flow responsible for sending the email)
Copying/pasting a flow debug error and asking Swantide to analyze the root cause and remediation steps
Best Practices & Considerations
Swantide does not access record-level data nor accept screenshots. So, if you’re seeing unexpected behavior on a record (e.g. trying to understand why LeadSource changed unexpectedly), Swantide can help analyze and identify the metadata touching the LeadSource field and provide suggestions for remediation. It will not accept a recordID or URL and explain what happened on that specific record.
See this video for an example of debugging using Swantide.